REQUEST FOR PROPOSALS FOR: Online Marketplace Pilot Proposal Due: Monday, April 1, 2019 Due to: Aptim Government Solutions, LLC Wisconsin’s Focus on Energy Program Administrator Issued: March 1, 2019 Online Marketplace Pilot RFP Table of Contents Definitions ..................................................................................................................................................... 1 1. RFP Summary Information .................................................................................................................... 6 2. Proposal Checklist ................................................................................................................................. 7 3. Overview of Focus on Energy ................................................................................................................ 8 3.1. Governance Structure of Focus on Energy ................................................................................... 8 4. Program Information ............................................................................................................................ 9 4.1. Program Summary ........................................................................................................................ 9 4.2. Eligible Program Areas and Program Elements to Consider ......................................................... 9 4.2.1. Program Design ..................................................................................................................... 9 4.3. Program Priorities ....................................................................................................................... 10 4.4. Goals ........................................................................................................................................... 11 4.5. Budget ......................................................................................................................................... 11 4.6. Cost-Effectiveness ....................................................................................................................... 12 4.7. Contracting Terms ....................................................................................................................... 12 4.8. SPECTRUM .................................................................................................................................. 12 4.9. Program SOW .............................................................................................................................. 13 4.9.1. Program Design Services ..................................................................................................... 13 4.9.2. Program Implementation Services...................................................................................... 13 5. Bidder Qualifications and Restrictions ................................................................................................ 17 5.1. Program Implementation Experience ......................................................................................... 17 5.2. Financial Requirements............................................................................................................... 17 5.3. Bidder Conflicts of Interest ......................................................................................................... 17 5.4. Multiple-Program Limit ............................................................................................................... 18 5.5. Subcontractor Restrictions ......................................................................................................... 18 6. Bidder Instructions .............................................................................................................................. 19 6.1. RFP Schedule ............................................................................................................................... 19 6.2. Intent to Bid ................................................................................................................................ 20 6.3. Submitting RFP Questions ........................................................................................................... 20 6.4. Proposal Submission ................................................................................................................... 20 6.5. Verification of Receipt of Proposal ............................................................................................. 20 6.6. Errors or Omissions ..................................................................................................................... 20 Online Marketplace Pilot RFP 6.7. RFP Updates ................................................................................................................................ 20 6.8. RFP Withdrawal ........................................................................................................................... 20 6.9. Proposal Preparation Cost .......................................................................................................... 21 6.10. Proposal Not Confidential ....................................................................................................... 21 6.11. Post-Proposal Negotiation ...................................................................................................... 21 6.12. Proposal Submission terms and conditions ............................................................................ 21 7. Selection Criteria ................................................................................................................................. 22 7.1. Evaluation Committee ................................................................................................................ 22 7.2. Minimum Threshold Criteria ....................................................................................................... 22 7.3. Preliminary Evaluation ................................................................................................................ 22 7.4. Evaluation Criteria ....................................................................................................................... 22 7.5. Evaluation Process ...................................................................................................................... 23 7.6. Proposal Review – Clarifications ................................................................................................. 24 8. Agreement General Terms and Condition .......................................................................................... 24 9. Proposal Bid Package .......................................................................................................................... 24 9.1. Proposal Document..................................................................................................................... 24 Proposal Section 1. Cover Letter ...................................................................................................... 24 Proposal Section 2. Executive Summary ......................................................................................... 24 Proposal Section 3. Bidder’s Capabilities & Experience .................................................................. 25 Proposal Section 4. Program Approach .......................................................................................... 26 Proposal Section 5. Approach to the Scope of Work ....................................................................... 26 Proposal Section 6. Key Challenges ................................................................................................ 28 Proposal Section 7. Program Targets – Energy Savings and Cost-Effectiveness ............................. 28 Proposal Section 8. Staffing Plan .................................................................................................... 29 Proposal Section 9. Launch/Transition Timeline ............................................................................ 30 Proposal Section 10. Proposed Budget ........................................................................................... 30 Proposal Section 11. Conflict of Interest ......................................................................................... 32 Proposal Section 12. References ..................................................................................................... 32 Proposal Section 13. Proposal Supporting Documentation ............................................................... 32 13.1.1 Cost Effectiveness Calculator .............................................................................................. 32 13.1.2 Financial Requirements Documentation ............................................................................ 33 13.1.3 Affidavit of Non-Collusion .................................................................................................. 33 Online Marketplace Pilot RFP RFP Appendices ........................................................................................................................................... 34 A. 2017 Potential Study ....................................................................................................................... 34 B. Deemed Savings Review ................................................................................................................. 34 C. Evaluation Report