2. SMUD Supply Chain Services: Daniel Manfredi- Contract Administrator SMUD Technical Team: Wim Bos- Contract Manager

3. Technical Overview Wim Bos Scope of Services Research Objectives Population Description Deliverables Questions Proposal Requirements Daniel Manfredi Time and Manner of Submission Detailed Proposal Section Proposal Evaluation Criteria Proposal Fill-In Forms SEED Program Proposal Requirements Bid Schedule

4.  SMUD seeks the assistance of qualified firms to perform a comprehensive survey of SMUD’s medium time-of-use service customers  SMUD intends to award one (1) contract with the proposed completion date expected to be no later than December 30, 2016. The proposed work will include the following tasks:  Coordination with SMUD staff  Develop sampling plan and survey instruments  Conduct survey of sample commercial customers  Develop database of survey responses  Statistical evaluation of collected data  Preparation of a conclusive report of findings

5. 1. Examine energy use characteristics by building type and industry sector. 2. Develop estimates of end-use equipment saturations. End-uses are to be classified by fuel type and equipment and technology for; Space Heating, Space Cooling, Ventilation, Water heating, Cooking, Refrigeration, Industrial process, Indoor lighting, Outdoor lighting, Office equipment, and other miscellaneous end-uses. 3. Develop estimates of electricity use for each end-use based on hours of operations, engineering simulation or statistical models along with their associated load shapes. 4. Describe building characteristics by business activity, building shell, square footage, and vintage. 5. Adoption of energy efficient end-use technologies to support the design and planning of SMUD’s energy efficiency programs.

6. Building Type / IndustryAccountskWh/Month Standard Deviation Office 155 95,997 49,718 Retail Store 24 147,139 44,757 Food/Liquor 60 190,736 30,139 Warehouse 9 125,664 70,939 School 37 60,726 22,839 College 3 91,500 10,093 Health Care 10 143,085 62,754 Hotel 3 158,631 38,736 Refrigerated Warehouse 2 98,597 7,759 Miscellaneous 171 81,053 66,753 Grand Total 474 1,193,127

7. 1. Organizational Meeting and Work Plan 2. Monthly Progress Reports 3. Draft Report 4. Final Report

8. Questions?

9.  The Proposal shall be submitted to and received by SMUD's Supply Chain Services office no later than 5:00 P. M., Local Time, Tuesday, May 3, 2016  The proposal-mailing envelope must be clearly marked as a proposal responding to SMUD Request for Proposal No. 160074.DJM; ATTENTION: Daniel Manfredi. The envelope shall also show the Contractor's name and address By U.S. Mail or Hand Delivery: Sacramento Municipal Utility District Supply Chain Services Office: Attention: (MS EA404) Request for Quotation No. 160074.DJM 4401 Bradshaw Road Sacramento, CA 95827 By Overnight or Express Delivery Sacramento Municipal Utility District Warehouse Operations/Supply Chain Services Attention: Daniel Manfredi(MS EA404) Request for Quotation No. 160074.DJM 9774 Kiefer Blvd Sacramento, CA 95827

10. Proposers are advised that the California Public Records Act (the “Act”, Government Code §§ 6250 et seq.) provides that any person may inspect or be provided a copy of any identifiable public record or document that is not exempted from disclosure by the express provisions of the Act. Each Proposer shall clearly identify any information within its submission that it intends to ask SMUD to withhold as exempt under the Act. Any information contained in a Proposer’s submission which the Proposer believes qualifies for exemption from public disclosure as "proprietary” or “confidential” must be identified as such at the time of first submission of the Proposer’s response to this RFP. A failure to identify information contained in a Proposer’s submission to this RFP as "proprietary” or “confidential” shall constitute a waiver of Proposer’s right to object to the release of such information upon request under the Act. SMUD favors full and open disclosure of all such records. SMUD will not expend public funds defending claims for access to, inspection of, or to be provided copies of any such records. NOTICE RELATED TO PROPRIETARY/CONFIDENTIAL DATA

11. Proposal Agreement Safety Compliance Certificate Non-Collusion Statement Public Record Indemnity Agreement* Prompt Payment Program SEED Program Small Business Declaration Designation of Prime Contractor, Subcontractors and Suppliers Detailed Proposal and Bid Schedule Sample Contract

12. Please provide complete answers within the response boxes provided. Only the answers in the proposal will be used in the technical evaluation of the RFP. Clearly identify the location of any reference materials. 6.8.4 Proposer shall note all exceptions taken to this RFP including the contract terms and conditions in the Sample Contract section of this RFP

13. THE PROPOSER SHALL SUBMIT Four (4) copies OF THE PROPOSAL IN HARD COPY AND ONE (1) IN ELECTRONIC (USB DRIVE) FORMAT

14.  SMUD promotes a goal of 20% SEED participation in SMUD contracts  SEED Price Advantage- SEED qualified bidders will receive a price advantage which is 5% of the lowest bid as determined by SMUD  Non- SEED prime Proposers may earn up to 10 evaluation points for proposing 20% or more SEED subcontracting.  SEED Program Information:  Lori Okamoto (916) 732-5984 Lori.Okamoto@smud.orgLori.Okamoto@smud.org

15. * Proposal Evaluation Criteria ITEMCRITERIA DESCRIPTION% 1.SEED Program Evaluation Points10% 2.Proposer’s Qualifications and Experience with Conducting Commercial Building End-Use Surveys 20% 3.3. Proposers Approach, Methodology and Staffing to Carry Out the Scope of Services 40% 4.Commercial Terms (Price) and Compliance with Contractual Terms 30% TOTAL100% SEED Program Points 10 Points if SEED vendor 10 Points if 20% subcontracting Check website for SEED partnering opportunities Go to www.smud.org/SEED

16. ITEM NO.DESCRIPTIONUNITTOTAL AMOUNT 1. Meet with SMUD staff, clarify project objective, set evaluation methodology, define mutual responsibilities, and create a working and completion schedule. LUMP SUM $ 2. Develop and conduct surveys of the various SMUD commercial customers. LUMP SUM $ 3. Perform data collection activities and compile information into a database. This database will include billing and other field data. LUMP SUM $ 4. Analyze research on data collected using statistical, econometric, and engineering modeling techniques so as to determine the energy attributable to end-use activities and equipment. LUMP SUM $ 5. Prepare and deliver a written report of results. Include with that report, an oral presentation of that final report and the electronic database of measurement and or survey results. LUMP SUM $ 6.TOTAL ITEMS 1 THRU 5 N/A$

17.  Proposals must be received by mail or hand delivery no later than: 5:00 P.M. Tuesday May 3, 2016  All clarifications/questions regarding RFP 160074.DJM must be submitted in writing to: daniel.manfredi@smud.org

18. Questions?