1. SoCalGas Energy Efficiency Solicitation Strategy

2. SoCalGas Energy Efficiency Business Plan
SoCalGas’ vision integrates the ideals of innovation, partnership, and customer-centric approaches to influence customers and their energy efficiency decisions.
SoCalGas will leverage third party implementers to comply with directives listed in D , requiring new program proposal, design, implementation and deliverance be performed by non-utility personnel under contract with SoCalGas.
SoCalGas will integrate third party implementers into broader program delivery strategies and leverage core competencies critical for successful energy efficiency programs:
Customer relationships and engagement
Customer data and insight
Portfolio oversight (quality assurance, engineering expertise, IT systems, rebate processing, contract solicitation, contract management, financial oversight)

3. Three-Phased Solicitation Approach
Reconfigure current third party program portfolio
Phase 2
Statewide programs designed/delivered as third party programs
Phase 3
Other programmatic changes to reach regulatory requirements

4. SoCalGas Solicitation Principles
Customer experience
Minimal disruption & Smooth transition
Fairness and equity in selection of bidders
Conformity with the Business Plan and regulatory guidelines
Successful portfolio: robust, cost-effective programs
Leveraging core competencies of the utility and the vendor community

5. SoCalGas Solicitation Process Flow
SOW Development
PRG Review
RFA Release
Bidder Communication (webinar)
Abstracts Review & Scoring by Project Team(s)
Management Review
RFP Short List & RFP Development
RFP Release & Bidder Communications (webinar)
Proposals Review and Scoring / Interviews by Project Team(s)
Vendor Selection & Communication
Contract Negotiations
Contract Signing & Approvals
On Boarding & Ramp up
Stage1:
RFA
Stage 2:
RFP

6. Timeline

7. SoCalGas Solicitation Structure
SoCalGas will integrate third party program design requirements into a broader portfolio strategy.
SoCalGas will outline the parameters of each solicitation with the following key elements:
Sector – Commercial
Segment – Laundry
Intervention Strategies
DA community outreach; P4P; Bundled measures; Locational incentives; Retro-commissioning; Monitor-based commissioning; Green leases; Whole building approaches; Industry partnering; Program Budget

8. Questions?