1. Powering forward. Together. RFP 160023.PD – Complete Energy Solutions WEBEX Pre-Proposal Conference Thank you for participating in this pre-proposal conference. Please mute your phones to keep background noise from disturbing other participants.

2. Introductions Supply Chain Services: Pamela Do Customer Operations: Steve Oliver, Anson Battershell, Richard Oberg

3. Agenda RFP Commercial Section Pam RFP Technical Section Steve Q & A All

4. Ground Rules Mute all phones. Submit questions during Q & A portion only. –Raise hand to submit a question. –Wait to be called before asking question. –Submit questions to Everyone via Chat.

5. Commercial Section Pamela Do

6. RFP Highlights One contract to award. Two-year contract with optional one-year extension. Total contract shall not exceed $ 9.0M.

7. Solicitation Documents Request for Proposal Document Sample Agreement Fill-in Forms

8. Technical Section Steve Oliver

9. General Overview Program Administrator (PA) serves as SMUD’s audit delivery channel for small and mid-sized businesses. –Holistic, multi-measure audits –Value proposal left for customer –Identify suitable products –Identify suitable contractors –Facilitate project completion –Ensure quality and positive customer experience.

10. Measures and Savings Basis Energy savings claims are based upon California Municipal Utilities Association (CMUA) Technical Reference Manual (TRM) –Unit Energy Savings Measures –Semi Custom Measures –Custom Measures

11. Trade Allies PA will manage a group of trade allies who meet predetermined participation requirements and training

12. Program Standards and Procedures PA will develop standards to ensure: –Customer relationships meet SMUD’s standards –Audits and analyses are consistent –Trade allies are managed consistently –Construction requirements are met by trade allies. –Data is exchanged with SMUD’s Demand Side Management (DSM) tool.

13. Quality Assurance and Quality Control PA will develop protocols to ensure: –Positive customer interactions –Corrective actions for trade ally issues

14. Auditor / Salesperson training PA will develop a training curriculum for field auditors and salespeople.

15. Tracking and Reporting SMUD uses a Demand Side Management (DSM) tool. A file exchange process is required PA must use measure naming conventions that match SMUD conventions

16. Rebate Prepayment Cash flow must be adequate to prepay rebates and wait for SMUD reimbursement.

17. Ineligible Customers Industrial Hospitals Enterprise Data Centers (Stand-alone) Public K-12, Community College, CSU Sacramento

18. Q & A

19. More Questions?

20. Disclaimer SMUD will not be bound by any oral interpretation of the RFP, which may be made by any of its representatives or employees, unless such interpretations are subsequently issued in the form of an addendum to this RFP.