HomeMy WebLinkAbout7 Contract for EM&V Agenda Item # 7
Public Utility District
CONSENT
To: Board of Directors
From: Steven Poncelet
Date: November 17, 2010
Subject: Consideration of the Award of a Contract for EM&V (Evaluation,
Measurement, & Verification)
1. WHY THIS MATTER IS BEFORE THE BOARD
The item before the Board is a proposed contract award for the TDPUD 2010
Programs Evaluation, Measurement, & Verification (EM&V), Data Collection Review,
and 2011 Program Optimization Study that is greater than $15,000 and requires
Board approval.
2. HISTORY
The District is required each year to report to the California Energy Commission (CEC)
on the energy savings and economic impact achieved by its energy conservation
programs. Starting in 2008, the District has retained an EM&V consultant to perform a
3rd party, objective evaluation of the current year programs and to project the next
year's results. The final EM&V report is the basis for our CEC reporting and provides
valuable feedback to Staff on the performance of our many programs.
The EM&V process, and expertise of the consultant, also helps Staff improve our data
collection and program tracking processes and tools. Although there has been
significant improvement in data collection and program tracking over the last couple of
years, Staff believes that there is still room for improvement. In addition, the District is
interested in continuing to optimize the value that the conservation programs bring to
the Truckee community by looking at old and new opportunities to maximize return on
investment. Again, the expertise of the EM&V consultant can be a valuable asset in
program optimization.
3. NEW INFORMATION
The District issued a Request for Proposal (RFP) for the TDPUD 2010 Conservation
Programs EM&V, Data Collection Review, and 2011 Program Optimization Study on
October 15th and proposals were due on November 5th. The RFP was advertised in
the Sierra Sun and e-mailed to vendors who had previously expressed an interest to
work with the District and/or the Northern California Power Agency (NCPA).
The RFP requested proposals to conduct three scopes of work: (1) Perform EM&V
and write a report on the District's 2010 conservation programs; (2) Evaluate the
current data collection and program tracking practices and make recommendations for
improvement; and (3) Review changes in the energy savings calculation tools used
for 2010 and 2011 conservation programs and provide recommendations to optimize
both energy savings and cost-effectiveness. Estimated funding ranges for each scope
of work was provided in the RFP with a total budget for all three scopes of work not to
exceed $30,000. The consultant was required to provide a cost for each scope of
work with details on the specific tasks proposed to achieve the scope of work while
staying within the RFP budget.
The District received a total of two proposals from: Robert Mowris & Associates
(Mowris) and Energy & Resource Solutions (ERS). A selection committee was
created consisting of two representatives from the Conservation Department and two
from the Administrative Department, The proposals were scored based on a criteria
established in the RFP which was: Cost (10%), Schedule (20%), Technical
Requirements (20%), Clarity of Proposal (20%), Experience (15%), and References
(15%). The average score for Mowris was 92 and for ERS was 87 (out of a maximum
100 points). Three out of four representatives of the selection committee ranked the
Mowris proposal as the most advantageous to the District.
4. FISCAL IMPACT
The contract for the TDPUD 2010 Conservation Programs EM&V, Data Collection
Review, and 2011 Program Optimization Study is for an amount not to exceed
$30,000 and an option to extend for one-year based on mutual agreement. Sufficient
funds exist within the FY10 and FY11 Conservation Department budgets for this
program.
5. RECOMMENDATION
Award a contract to Robert Mowris & Associates for the TDPUD 2010 Conservation
Programs EM&V, Data Collection Review, and 2011 Program Optimization Study for
an amount not to exceed $30,000.
Steven Poncelet Michael D. Holley
Public Information & Conservation Manager General Manager