Electric Arizona Utility Scale Resource/Power Pooling Optimization Consulting
Added: May 14, 2014 5:03 pm SOURCES SOUGHT: The Bureau of Indian Affairs, San Carlos Irrigation Project (SCIP), 13805 North Arizona Boulevard, Coolidge, Arizona 85128 is seeking to identify potential sources, ie., Indian Economic Enterprises (IEEs)/Indian Small Business Economic Enterprises (ISBEEs) who may possess the capability to perform highly specialized resource and power pooling optimization consultant services for SCIP. The work is located in Arizona. This sources sought is not an issuance of a solicitation, a request for proposal, invitation for bid, or request for quote and the information presented in this announcement will not obligate the Bureau of Indian Affairs, San Carlos Irrigation Project in any manner. This procurement is being considered for 100 percent set-aside under the Buy Indian program. If adequate interest and/or sufficient supporting documentation is not received or documentation received is determined to be insufficient in nature by technical acceptability, the solicitation may be issued under a small business set-aside or unrestricted basis without further notice or may be cancelled at any time. DESCRIPTION (SYNOPSIS) OF WORK CONTEMPLATED UNDER THIS PROJECT: PROJECT TITLE: Electric - Arizona Utility Scale Resource and Power Pooling Optimization Consultant Services The Bureau of Indian Affairs / San Carlos Irrigation Project (SCIP) operates an electric utility as part of their duties as a Federal Agency. SCIP is seeking a consultant that is knowledgeable of SCIP's historical and present day technical, financial, and operational needs in support of the utility. SCIP has a requirement to comply with Electrical Utilities Standards and CFR 25 175.10(b) which states that "Rates and Fees shall be reviewed at least annually to determine if project revenues are sufficient to meet the requirements set forth in paragraph (a) of this section." SCIP also participates in coordinated hydropower resource scheduling with other regional preference utilities, and is seeking resource scheduling support. SCIP is requesting a qualified Electric - Arizona Utility Scale Resource and Power Pooling Optimization Consultant who will furnish all necessary labor, supervision, materials, licenses, insurance, transportation, and equipment necessary to support high level utility regulatory and technical consulting for current and future SCIP electric operations. Qualified firm must specialize in utility rate and cost-of-service studies, hydropower resource scheduling, coordinated resource scheduling with similarly situated preference power entities, energy accounting at both retail and wholesale levels in support of power contract administration, power resource planning and procurement, power system planning studies, and demonstrated working relationships with the Arizona transmission providers. Firms who are unable to demonstrate existing power scheduling services utilizing high voltage transmission system in Arizona should not apply. Qualified firm will be required to be familiar with SCIP's statutory requirements as specified in 25 CFR and be able to work with SCIP management, within those requirements, to improve the utility's competitive position by reducing power supply costs and improving system reliability. Qualified firm must demonstrate to SCIP their knowledge, skills and ability to: perform long-term power resource acquisitions, develop and manage pooling opportunities, and specifically demonstrate existing working relationships with SCIP's partners in the Integrated Resource Scheduling ("IRS") Program, the Southwest Power Pool Resources Group (SPPR) and the Southwest Public Power Agency (SPPA). SCIP requires qualified firm to be a well-established engineering consulting, pooling and scheduling firm licensed and registered in Arizona with permanent in-house staff located within the Phoenix metropolitan area, with a minimum 20 year experience in Arizona electric utility consulting. SCIP intends to utilize a single firm to provide the specialized work identified in this sources sought, and applicant qualifications must be supported by examples of past experience for all work requested and that demonstrate established relationships with the many regional and Arizona utility organizations, Federal Power Agencies, and the Western Electricity Coordinating Council (WECC). Qualified firm must have a history of quality, dependable studies especially suited to the unique needs of federal government agencies operating utilities. Moreover, qualified firm must have familiarity with SCIP's current power supply, load characteristics and operating procedures, pooling, power scheduling and possess the knowledge base and a level of experience with SCIP that will eliminate a protracted learning curve and those associated costs. Qualified firm must possess combined knowledge and experience working with other Arizona electrical utilities, the regulatory environment as well as the Southwest regional power system, particularly as they relate to a Federal Power entity identical to SCIP. Refer to the attachment (posted at FedConnect) as part of this sources sought for the complete list of required tasks, deliverables, and examples to be submitted with your SOQs/EOIs. CONTRACTOR SUBMISSIONS Interested IEEs/ISBEEs should include/submit the following information in their Statement of Qualifications (SOQs) or Expressions of Interest (EOIs): 1) Business name, address, DUNS, cage code, and socioeconomic classification. 2) Clear evidence of the firms experience (no more than 2 projects) performing work of a similar type. The experience should be identified by: contract numbers, agency issuing the contract, project titles, dollar amounts and points of contacts (both contractor and customer) with telephone numbers, emails, addresses, etc. Indicate if the firm was a prime or subcontractor (if subcontractor on the project, provide prime contractor information). Description of services provided under the contract. If your firm has never contracted with the Federal Government as a prime contractor, or as a subcontractor to a prime Federal, provide specifics in terms of the largest customers of these services; 3) A positive statement of their intention to submit an offer for the solicitation (if issued) as a prime contractor; 4) Has your firm ever been terminated for cause or default from a contractual arrangement, whether Federal or private sector, as a result of failure to perform, poor quality and workmanship provided, etc.? If so, please provide the specifics; Firms are reminded of the requirement to register in the System for Award Management (SAM) database (https://www.sam.gov). Interested parties are encouraged to respond to this notice not later than 1:00PM Arizona Local Time on June 12, 2014. Responses received after the date/time indicated will not be considered. You may either email your response and any relevant information regarding specific performance or other qualifications regarding the professional services requested to Gary A. Haynes, Contracting Officer at gary.haynes@bia.gov and the email should be entitled "SCIP Electric Arizona Utility Scale Resource and Power Pooling Optimization - Sources Sought" or mail them to the contracting officer at "Bureau of Indian Affairs, San Carlos Irrigation Project, Attn: Contracting (Gary A. Haynes), 13805 North Arizona Boulevard, Coolidge, AZ 85128". DO NOT SEND GENERIC HARD COPY ADVERTISING OR PROMOTIONAL MATERIALS AS THEY WILL BE DISCARDED. Please ensure that all responses are comprehensive and provide a name and point-of-contact for your firm for a follow-up by this office or the procuring contracting officer. If you have responded to any previous email messages or had other communications with our office regarding preliminary market research for this service project, please be advised that it will be necessary for you to respond to this sources sought request and the items contained herein. THIS IS NOT A SOLICITATION AND SHOULD NOT BE CONSTRUED AS SUCH. The government is conducting market research in accordance with FAR Part 10. All information is to be provided on a voluntary basis at no charge to the Government. There is no entitlement to payment of direct or indirect costs related to or arising out of responses received by the Government from interested contractors. All information/materials provided to the government will become the property of the Government and will not be returned. Proprietary information will be controlled and secured. There is no guarantee, expressed or implicit, that the market research for this acquisition will result in a set-aside either competitive or sole source or of any guarantee of award or particular acquisition strategy developed. Respondents will not be notified of the results of this synopsis. Responses to this Sources Sought will not be posted for public viewing.
A14PS00505 Department of the Interior Bureau of Indian Affairs Central Office
5/14/14, 5:03 PM Electric Arizona Utility Scale Resource/Power Pooling Optimization Consulting
Added: Sep 30, 2014 6:22 pm SPECIAL NOTICE: This special notice is issued by the Bureau of Indian Affairs, San Carlos Irrigation Project, 13805 North Arizona Boulevard, Coolidge, Arizona that the agency intends to award a sole source firm-fixed price contract pursuant to FAR 6.302-1 to K.R. Saline & Associates, PLC (a small business) located at 160 North Pasadena, Suite 101, Mesa, AZ 85102 in an estimated amount of $1,195,000 ($225,000 base year in addition to $232,000 OY1; $239,000 OY2; $246,000 OY3; $253,000 OY4) to perform highly specialized resource and power pooling optimization consultant services for SCIP. The work is located in Arizona. DESCRIPTION (SYNOPSIS) OF WORK CONTEMPLATED UNDER THIS PROJECT: PROJECT TITLE: Electric - Arizona Utility Scale Resource and Power Pooling Optimization Consultant Services The Bureau of Indian Affairs / San Carlos Irrigation Project (SCIP) operates an electric utility as part of their duties as a Federal Agency. SCIP is seeking a consultant that is knowledgeable of SCIP's historical and present day technical, financial, and operational needs in support of the utility. SCIP has a requirement to comply with Electrical Utilities Standards and CFR 25 175.10(b) which states that "Rates and Fees shall be reviewed at least annually to determine if project revenues are sufficient to meet the requirements set forth in paragraph (a) of this section." SCIP also participates in coordinated hydropower resource scheduling with other regional preference utilities, and is requiring resource scheduling support. SCIP is entering into a contract with a qualified Electric - Arizona Utility Scale Resource and Power Pooling Optimization Consultant who will furnish all necessary labor, supervision, materials, licenses, insurance, transportation, and equipment necessary to support high level utility regulatory and technical consulting for current and future SCIP electric operations. The qualified firm specializes in utility rate and cost-of-service studies, hydropower resource scheduling, coordinated resource scheduling with similarly situated preference power entities, energy accounting at both retail and wholesale levels in support of power contract administration, power resource planning and procurement, power system planning studies, and demonstrated working relationships with the Arizona transmission providers. Firm has demonstrated existing power scheduling services utilizing high voltage transmission system in Arizona. Firm is familiar with SCIP's statutory requirements as specified in 25 CFR and is able to work with SCIP management, within those requirements, to improve the utility's competitive position by reducing power supply costs and improving system reliability. Qualified firm demonstrates to SCIP their knowledge, skills and ability to: perform long-term power resource acquisitions, develop and manage pooling opportunities, and specifically demonstrate existing working relationships with SCIP's partners in the Integrated Resource Scheduling (IRS) Program, the Southwest Power Pool Resources Group (SPPR) and the Southwest Public Power Agency (SPPA). SCIP requires the qualified firm to be a well-established engineering consulting, pooling and scheduling firm licensed and registered in Arizona with permanent in-house staff located within the Phoenix metropolitan area, with a minimum 20 year experience in Arizona electric utility consulting. SCIP will utilize a single firm to provide the specialized work identified in this special notice, and applicant has demonstrated qualifications supported by past experience for all work requested and established relationships with the many regional and Arizona utility organizations, Federal Power Agencies, and the Western Electricity Coordinating Council (WECC). Qualified firm has a history of quality, dependable studies especially suited to the unique needs of federal government agencies operating utilities. Moreover, qualified firm has a proven familiarity with SCIP's current power supply, load characteristics and operating procedures, pooling, power scheduling and possess the knowledge base and a level of experience with SCIP that will eliminate a protracted learning curve and those associated costs. Qualified firm possess combined knowledge and experience working with other Arizona electrical utilities, the regulatory environment as well as the Southwest regional power system, particularly as they relate to a Federal Power entity identical to SCIP. TASK 1: Assist SCIP in managing its power contracts and resource pooling, including: Forecasting and preparing resource requirements - requires specific knowledge of SCIP's transmission/distribution interconnections and supply routes to effectively supply power to the appropriate point of receipt on the SCIP system. Also requires a thorough understanding of SCIP's historical load patterns and trends. Forecasting and preparing annual/monthly/hourly power schedules with appropriate offices (Western Area Power Administration (Western) and Arizona Electric Power Cooperative (AEPCO)) - requires knowledge of the various SCIP power purchase and transmission agreements, and how the resources can be most economically and efficiently scheduled under these contracts. Also requires a deep understanding of SCIP's historical loads patterns, as well as those of the San Carlos Irrigation Project, San Carlos Irrigation District, the San Carlos Apache Tribe, and the Gila River Indian Community Utility Authority. Coordinating resource deliveries and transmission tags with Western, Barclays (and future resource replacement), AEPCO and others - requires experience and a working relationship with SCIP suppliers on power pre-schedules and experience responding to short term curtailments or other operational challenges during the scheduled month. Coordinate resource scheduling/pooling activities with similar Arizona load serving entities - In 2013, SCIP received approximately 50,000 Megawatt hours (MWh) of Federal hydropower, with 88% provided from SCIP's participation in the contracted power pool. This interaction requires specialized experience working with all of the other participating power pool entities to analyze their needs in relation to SCIP's needs, in order to effectively coordinate the available resources to the benefit of all parties. Also, requires working relationships with existing Arizona Balancing Authorities. Review resource invoices for accuracy including reconciling deliveries, schedules, tags and proper itemization with Gila River Indian Community Utility Authority (GRICUA), Barclays (and future resource replacement) and AEPCO requires detailed knowledge of supplier invoice parameters, SCIP system scheduling dynamics, and transmission delivery procedures. Provide billing audits for SCIP's customer(s) on a monthly basis (GRICUA) - requires knowledge of SCIP and GRICUA dynamic systems interaction, loads and loss factors. Assist SCIP with long term power resource acquisition, participation in pooling opportunities such as resource exchange programs (Integrated Resource Schedule (IRS), Southwest Public Power Resources Group (SPPR) and Southwest Public Power Agency (SPPA)) - requires on-going participation in identified resource exchange programs. Also requires current involvement in the SPPR/SPPA Joint Action Agency process. Attend Power Marketing Meetings on SCIP's behalf that potentially could impact SCIP's power supplies and delivery options [Colorado River Storage Project (CRSP), Irrigation and Electrical Districts Association of Arizona (IEDA), SPPR, IRS, Parker-Davis Project (PDP), Western and WECC] - vendor should already be providing this service to other utilities/ load serving entities to maximize the value to SCIP, as well as minimize the cost burden of this crucial activity by sharing the cost with the other entities when possible. *Deliverables associated with this task: *Monthly- Scheduling letter to Western Area Power Administration for CRSP and PDP power *Monthly- IRS Group email documenting final distribution of resources and special conditions *Monthly- Western Billing Allocation Worksheet *Monthly- Daily CRSP Power Schedules *Monthly- Summary of Integrated Federal Resource and Power Transactions *Monthly- SCIP Attachment I to Exhibit A Loads and Resources Forecast *Monthly- SCIP hourly CRSP pre-schedule to AEPCO balancing authority *Monthly- SCIP hourly CRSP pre-schedule to Western *Annual- Parker-Davis Project energy exchange request to Western *Annual- SCIP Attachment P - 10 year forecast to Western *Annual- EIA 861 form data *Monthly-AEPCO hourly price sheet *Monthly- GRICUA Wheeling audit report *Monthly- SCIP-GRICUA settlement invoice breakout *Request for proposal (RFP) support for resource acquisition TASK 2: Revenue Requirements and Rate Design (Annually): Study the current operations and the status of revenue requirements of the electric power utility program at SCIP - The study will determine the cost-of-service and must incorporate the concept of unbundled cost for providing electricity- requires knowledge of the various SCIP power purchase, transmission, and wheeling agreements and a strong understanding of the requirements under 25 CFR. Requires a thorough understanding of SCIP's historical loads and patterns to accurately forecast future purchase power costs. Also requires an understanding of "preference power" principles and their applicability for cost allocation and rate setting. Vendor must demonstrate the ability to work with reports and data formats provided from SCIP's accounting system. Develop electric power rates and service fee schedules that incorporate the cost-of-service and unbundled costs of electricity in accordance with the 25 CFR 175.10(b) requirements - requires participation in Federal Power Marketing rate processes and the ability to coordinate rate changes with SCIP's fuel adjuster surcharge. Provide informal presentations and fact-finding sessions with government officials and interested parties to assure that federal requirements [25 CFR 175.12(b)] and customer concerns are considered in the decision making process - requires demonstrated ability to conduct public meetings in accordance with public processes outlined with the 25CFR 175.12(b) and Western Federal Register Notice / Public Process. Prepare a written report on the items listed above, including a discussion of issues and concerns, finding and conclusions, and recommendations - requires appropriate level of technical writing for the intended use by SCIP. *Deliverables associated with this task that must be demonstrated: *Wheeling Sales report *Breakdown of Sales Forecast, Year-over- year Changes, Summary of Sales Changes *Financial Pro-Forma *Cost of Service model *Executive Summary of Rate Changes *Customer Impact Report *Rate Comparison Report *New Rate Tariff Sheets *Cost-of-Service and Rate Design Report *Public Information Meetings (Coolidge, Oracle, San Carlos) *Report Package for WRO Director TASK 3: Provide technical planning, reporting and special studies services: Work with SCIP on: developing and supporting renewable resource integration, resource conservation plans, and formal Integrated Resource Plan (IRP) filing - requires experience developing and filing Integrated Resource plans. Requires registered professional engineer to supervise and approve any technical work. Work with SCIP on Power System Planning Studies - requires extensive experience and detailed knowledge of sub-regional and regional transmission systems [including experience dealing with the ACC, WECC, North American Electric Reliability Corporation (NERC) and Federal Energy Regulatory Commission (FERC)] and knowledge of SCIP's transmission and distribution system. Assist SCIP with NERC/FERC reliability compliance requirements - requires registered professional engineer to supervise and approve the technical work. Firm must provide examples of completed service to other utilities/ load serving entities. Assist SCIP in regional planning/operational requirements - requires registered professional engineer to supervise and approve the technical work. Special requests for studies and/or audits will be made by the Power Manager - requires knowledge of SCIP operations, systems, rates, loads, and resources. Also, requires extensive experience and detailed knowledge of sub-regional and regional transmission systems [include experience with dealing with the Arizona Corporation Commission (ACC), WECC, NERC and FERC] This notice of intent is not a request for competitive proposals and no solicitation will be issued however all responses received within 30 calendar days from the date of publication of this synopsis will be considered by the government. A determination by the government not to compete this proposed contract action based upon responses to this notice is solely with the discretion of the government. Information received will normally be considered for the purpose of determining whether to conduct a competitive procurement. If no affirmative responses are received within 30 calendar days of this notice to determine whether a qualified source is more advantageous to the government, the award will be issued to KR Saline & Associates, PLC. Responses must be received by 1:30pm Arizona Time on October 30, 2014. If deemed necessary, interested sources may email inquiries regarding the professional services stated in this special notice to Gary A. Haynes, Contracting Officer at gary.haynes@bia.gov and the email should be entitled "SCIP Electric Arizona Utility Scale Resource and Power Pooling Optimization - Special Notice". DO NOT SEND ADVERTISING OR PROMOTIONAL MATERIALS AS THEY WILL BE DISCARDED. THIS IS NOT A SOLICITATION AND SHOULD NOT BE CONSTRUED AS SUCH. The government has previously conducted market research under a sources sought in accordance with FAR Part 10 and 25 U.S.C. 47 for IEEs and ISBEEs. PLACE OF PERFORMANCE: The site location is at the San Carlos Irrigation Project, 13805 North Arizona Boulevard, Coolidge, AZ 85128. Point of Contact: Gary A. Haynes, Contract Specialist, Phone 520-723-6218, FAX 520-723-1179, email is gary.haynes@bia.gov
A14PS00505 Department of the Interior Bureau of Indian Affairs Central Office
9/30/14, 6:22 PM