120003 O5 Attachment A Technical Requirements.docx
DOCX document 66 KB Posted
- Solicitation number
- 120003 O5
- Issued by
- Blaine County, Nebraska
About this file
This is a Technical Requirements document for Marketing Research and Analysis Request for Proposal Number 120003 O5, outlining detailed response requirements for bidders. The document consists of four main parts focusing on Program Design, Program Implementation for Home Efficiency Rebates (IRA Section 50121), Program Implementation for Home Electrification and Appliance Rebates (IRA Section 50122), and Program Implementation Blueprints and Reporting. Bidders must provide comprehensive responses to 143 detailed questions covering aspects such as program design, stakeholder engagement, application support, education and outreach, home assessments, eligibility verification, savings calculations, data access, rebate processing, consumer protection, and reporting requirements.
The document emphasizes technical requirements for implementing energy efficiency programs under the Inflation Reduction Act (IRA), including both measured and modeled pathways for calculating energy savings. Key focus areas include point-of-sale rebate systems, income verification processes, data security requirements, and community benefits planning with emphasis on Justice40 Initiative compliance. The requirements specifically address both single-family and multifamily building scenarios, with detailed attention to consumer protection, quality assurance, and market transformation strategies. No specific pricing terms, set-asides, or funding amounts are mentioned in this technical requirements document.
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Attachment A Technical Requirements Marketing Research and Analysis Request for Proposal Number 120003 O5
Bidder Name: _________________________________________________________________
Bidder should fully respond to each question in enough detail to allow for comprehensive evaluation of the response. Responses will be considered in evaluating Technical Requirements.
Please organize information in the way it is requested to aid in efficient and fair evaluation. Please note as frequently and clearly as possible how proposal elements further the overall program objectives listed above. A completed copy of this form must be submitted with the proposal response.
TECHNICAL REQUIREMENTS
PART I. PROGRAM DESIGN –
a. PROGRAM DESIGN AND STAKEHOLDERS
| 1 |
| Bidders should describe their proposed approach to: |
Conducting background research and collecting data to inform program design, including the subtasks noted in Part I #1 of Requested Tasks. The bidder should generally describe their approach to conducting literature reviews, policy analysis, and/or comparative research. Bidders should describe their experience understanding and meeting state and federal program data requirements, how they have used program data, and any lessons they have learned related to ensuring program data is accurate and useable.
Response:
| 2 |
| Bidders should describe their proposed approach to: |
Developing a high-level program design strategy, including the subtasks noted in Part I #2 of Requested Tasks. The bidder should identify key issues they expect the state will need to consider when developing its program design and how those issues will be addressed through the bidder’s support of the program design.
Response:
| 3 |
| Bidders should describe their proposed approach to: |
Designing and conducting stakeholder outreach, including the subtasks noted in Part I #3 of Requested Tasks. The bidder should identify known stakeholders within the state, strategic recommendations to support collaboration, and lessons learned from similar engagements that the bidder will use to support this task. Bidders should describe their proposed approach to collaborating with industry partners and other experts.
Response:
I.b. APPLICATION SUPPORT
| 4 |
| Bidders should describe their proposed approach to: |
Establishing an application project management plan and timeline, including the subtasks noted in Part II #1 of Requested Tasks. The bidder should describe 1) how it will develop and maintain a plan and timeline, 2) how it will build in flexibility, 3) what important components it will track to support an efficient and effective process, 4) and what tools they use to ensure projects stay on track. The bidder should share examples of program implementation plans, and/or describe previous experience with preparing funding applications.
Response:
| 5 |
| Bidders should describe their proposed approach to: |
Developing program application materials, including the subtasks noted in Part II #2 of Requested Tasks. The bidder should describe ways that it will support the state in 1) developing a comprehensive application that fulfills program requirements while incorporating state program design objectives, 2) communicating with DOE throughout application process, 3) navigating the DOE application review process, and 4) ensuring key timelines are maintained.
Response:
I.c. STATE PROCESS SUPPORT
| 6 |
| Bidders should describe their proposed approach to: |
Providing project management and coordination, including the subtasks noted in Part III #1 of Requested Tasks. The bidder should describe their typical approaches for engagements, such as how they will support the state to ensure the programs and plans stay on track and are effectively coordinated.
Response:
PART II. PROGRAM IMPLEMENTATION: HOME EFFICIENCY REBATES (IRA SECTION 50121) –
a. GENERAL DELIVERY APPROACH
| 7 |
| Bidders should describe their proposed program will address: |
The overall program approach and how homeowners and multifamily building owners will interact with the program (i.e., customer journey).
Response:
| 8 |
| Bidders should describe their proposed program will address: |
The structural barriers they expect to face and how they will overcome these through program delivery.
Response:
| 9 |
| Bidders should describe their proposed program will address: |
The bidder’s general approach and an overview of innovative ideas for achieving priority program objectives.
Response:
| 10 |
| Bidders should describe their proposed program will address: |
How will the bidder prioritize projects that create disproportionately greater benefits due to location or timing of retrofit?
Response:
II.b. EDUCATION AND OUTREACH
| 11 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
How will the bidder educate customers and contractors about Home Efficiency Rebates?
Response:
| 12 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
How will consumers access information and be encouraged to participate in the program?
Response:
| 13 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
How will the bidder promote other federal programs and encourage stacking and braiding with non-federal programs, including other incentives, and financing offerings?
Response:
| 14 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
What partnerships and channels will the bidder utilize for outreach?
Response:
| 15 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
How will the bidder reach out to and recruit contractors?
Response:
| 16 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
How will the bidder track effectiveness of outreach and education efforts and materials? What metrics does the bidder propose to develop and use to measure effectiveness of education and outreach efforts?
Response:
| 17 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
How will the bidder ensure outreach, education, and marketing efforts are reaching the appropriate audiences?
Response:
| 18 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
How will the bidder support the state to facilitate at least one public input session and incorporate feedback into program design?
Response:
| 19 |
| Bidders should provide the following information about how their approach will address outreach, marketing, and education, including a timeline and budget for associated activities for single-family homeowners and multifamily building owners: |
How will the bidder support the state in their development of the Education and Outreach Strategy, including their proposed approach to developing the strategy, key content within it, and how the above activities will be incorporated into the strategy?
Response:
II.c. HOME ASSESSMENTS
| 20 |
| Bidders should describe the home assessment process for both single-family and multifamily projects, including: |
How will the bidder ensure that a home assessment is performed where required?
Response:
| 21 |
| Bidders should describe the home assessment process for both single-family and multifamily projects, including: |
How will the bidder ensure assessments are done in compliance with ANSI/BPI 1100-T-2023 and ANSI/BPI 1200-S-2017, where applicable?
Response:
| 22 |
| Bidders should describe the home assessment process for both single-family and multifamily projects, including: |
The process for and how the bidder will ensure all required information is collected during the home assessment.
Response:
| 23 |
| Bidders should describe the home assessment process for both single-family and multifamily projects, including: |
How will the bidder review and validate home assessments for accuracy?
Response:
| 24 |
| Bidders should describe the home assessment process for both single-family and multifamily projects, including: |
How will the assessor collect and report information to the bidder and how will that data be managed?
Response:
II.d. ELIGIBILITY AND INCOME VERIFICATION
| 25 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings as a whole, including: |
Describe the methodology (and determined software) to calculate the rebate level based on income and energy savings.
Response:
| 26 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings as a whole, including: |
How will the bidder determine which upgrades and equipment are eligible for the program and the process to update the allowable measures?
Response:
| 27 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings as a whole, including: |
How will the bidder ensure that the ENERGY STAR certification requirement for heating, cooling, and water heating products is adhered to?
Response:
| 28 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings as a whole, including: |
How will the bidder verify the income levels of applicants and multifamily buildings?
Response:
| 28.1 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings as a whole, including: |
What methods will the bidder implement to randomly sample applicants to confirm income level (especially if for self-attestation)?
Response:
| 28.2 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings as a whole, including: |
What is the bidder’s remediation process if the income level reported was deemed falsified?
Response:
| 28.3 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings as a whole, including: |
If using the DOE Rebate Reservation and Tracking API (DOE API), how the bidder will incorporate the API into their systems and the execution of the income verification systems?
Response:
| 28.4 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings as a whole, including: |
If not using the DOE API, what are the systems that will be used to verify income and the experience for the household?
Response:
II.e. SAVINGS CALCULATIONS
i. MEASURED PATHWAY
| 29 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
Which DOE-approved software will be used?
Response:
| 30 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
If state does not yet know what measured savings methodology they will be using, what does the bidder propose? How will the bidder support the state in gaining DOE approval?
Response:
| 31 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder use the approved M&V methodology to determine weather-normalized energy use before the installation of any upgrades?
Response:
| 32 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
Describe whether a different methodology will be used for multifamily homes and how it will be different from single-family homes.
Response:
| 33 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder verify that at least one major upgraded occurred and that it was an eligible upgrade as part of the HOMES program?
Response:
| 34 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder ensure that peak seasons have been included in the measurement?
Response:
| 35 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder estimate energy savings from data collected at the home assessment?
Response:
| 36 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
Confirm and describe how all calculations will be done no less than 9 months after installation and how the peak season will be accounted for.
Response:
| 37 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
If the state is not using the DOE API rebate reservation process, define the process in place to reserve or hold funds so that there are enough funds available 9-12 months after project completion.
Response:
| 38 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
If the state is using the DOE API rebate reservation process, how will the bidder execute and manage the process?
Response:
| 39 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How would the bidder potentially measure energy savings across a portfolio of homes? How will the bidder manage all individual home data within a portfolio? How will portfolios be monitored and verified?
Response:
| 40 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder approve and manage aggregators?
Response:
| 41 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder monitor qualified contractors and notify the state when contractors are violating program requirements?
Response:
| 42 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder ensure that all data is collected and managed as defined in the DOE Data & Tools Requirements Guide?
Response:
ii. MODELED PATHWAY
| 43 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
Which DOE-approved software will be used?
Response:
| 44 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder use the modeling software to estimate energy savings based on information collected at final home assessment?
Response:
| 45 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
Describe whether a different methodology will be used for multifamily homes and how it will be different from single-family.
Response:
| 46 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder verify that at least one major upgraded occurred and that it was an eligible upgrade as part of the HOMES program?
Response:
| 47 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder assess the availability and quality of billing data and determine sufficiency for modeling?
Response:
| 48 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder address missing data in compliance with DOE methodologies?
Response:
| 49 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder use a model to calibrate savings? What model is the bidder proposing to use?
Response:
| 50 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder perform periodic reliability analysis to ensure the reliability of modeled savings?
Response:
| 51 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
If the state has been approved for modeled-path exceptions, how will the bidder execute and manage those program paths?
Response:
| 52 |
| Bidders should provide information on how they plan to calculate savings for each project. Note, this will vary by the program pathway, modeled or measured. |
How will the bidder ensure that all data is collected and managed as defined in the DOE Data & Tools Requirements Guide?
Response:
II.f. DATA ACCESS
| 53 |
| If applicable, bidders should describe their approach for collecting and managing utility energy data for single-family households and aggregate, whole-building data for multifamily buildings, consistent with state policy and the requirements for data access as defined by the state. |
How will the bidder implement the pre-project data access approach as defined by the state (e.g., Opt-in, Opt-out, Aggregated, Open Access)? If collaborating with utilities to receive data, how will the bidder support the state in collaboration and transfer of data?
Response:
| 54 |
| If applicable, bidders should describe their approach for collecting and managing utility energy data for single-family households and aggregate, whole-building data for multifamily buildings, consistent with state policy and the requirements for data access as defined by the state. |
How will the bidder safely and securely manage data consistent with state requirements?
Response:
| 55 |
| If applicable, bidders should describe their approach for collecting and managing utility energy data for single-family households and aggregate, whole-building data for multifamily buildings, consistent with state policy and the requirements for data access as defined by the state. |
What is the bidder’s proposed approach for assessing and communicating with various types of utilities? (e.g., IOUs, Co-ops, municipals)
Response:
| 56 |
| If applicable, bidders should describe their approach for collecting and managing utility energy data for single-family households and aggregate, whole-building data for multifamily buildings, consistent with state policy and the requirements for data access as defined by the state. |
What is the bidder’s proposed approach for overcoming barriers and obstacles to collecting utility energy data for single-family and multifamily buildings?
Response:
| 57 |
| If applicable, bidders should describe their approach for collecting and managing utility energy data for single-family households and aggregate, whole-building data for multifamily buildings, consistent with state policy and the requirements for data access as defined by the state. |
How will the bidder ensure that consumers participating in the program agree to provide access to their energy usage data as a condition of receiving a rebate?
Response:
| 58 |
| If applicable, bidders should describe their approach for collecting and managing utility energy data for single-family households and aggregate, whole-building data for multifamily buildings, consistent with state policy and the requirements for data access as defined by the state. |
If the bidder will be supporting the state in developing the Data Access Plan, what is the bidder’s proposed approach to developing the plan and key content within the plan, and how the above activities will be incorporated into the plan?
Response:
If applicable, bidders should describe their approach for collecting and managing utility energy data for single-family households and aggregate, whole-building data for multifamily buildings, consistent with state policy and the requirements for data access as defined by the state.
If program participants (i.e., homeowners) are involved in accessing and sharing their utility data, how will the bidder simplify the process to minimize burden?
Response:
| 60 |
| If applicable, bidders should describe their approach for collecting and managing utility energy data for single-family households and aggregate, whole-building data for multifamily buildings, consistent with state policy and the requirements for data access as defined by the state. |
How will the bidder work with the state to identify and apply allowed program requirement exceptions to utility bill collection?
Response:
II.g. REBATES
| 61 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
Is the bidder proposing to use the DOE rebate API?
Response:
| 62 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
What systems will be used for processing and payment?
Response:
| 63 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
How will the bidder manage rebates to both customers and contractors?
Response:
| 64 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
How will the bidder manage budgets and ensure that funds have not been over-obligated, particularly for the measured program path?
Response:
| 65 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
How will the bidder manage payments to contractors or aggregators that were different from the rebate that was provided to the program participant?
Response:
| 66 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
How and when will contractors be paid?
Response:
| 67 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
How will the bidder ensure appropriate payments to consumers and contractors consistent with federal and state rebate requirements?
Response:
| 68 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
How will the bidder ensure the maximum time allowed for rebate processing will be met?
Response:
| 69 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
What are the risks to meeting the rebate processing time frame requirements and how will the bidder mitigate those risks?
Response:
| 70 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
How will the bidder ensure rebates meet all program requirements and document those conditions?
Response:
| 71 |
| Bidders should describe their approach to how rebates will be paid and processed, including but not limited to: |
How will procedures differ between single-family homes and multifamily homes/buildings?
Response:
PART III. PROGRAM IMPLEMENTATION: HOME ELECTRIFICATION AND APPLIANCE REBATES (IRA SECTION 50122) –
a. GENERAL DELIVERY APPROACH
| 72 |
| Bidders should explain how their proposed program will address: |
The overall program approach and how the homeowners, multifamily building owners, and tenants will interact with the program (i.e., customer journey).
Response:
| 73 |
| Bidders should explain how their proposed program will address: |
The structural barriers they expect to incur and how they will overcome these through the program delivery.
Response:
| 74 |
| Bidders should explain how their proposed program will address: |
The bidder’s general approach and an overview of innovative ideas for achieving priority program objectives.
Response:
| 75 |
| Bidders should explain how their proposed program will address: |
The bidder’s overall approach to providing point-of-sale rebates.
Response:
III.b. EDUCATION AND OUTREACH
| 76 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
Approaches and strategies for educating customers, retailers, contractors, and distributors about home electrification and appliance rebates; how consumers will access information and will be encouraged to participate in the program.
Response:
| 77 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
How will the bidder promote other federal programs and encourage stacking and braiding with non-federal programs, including other incentives, and financing offerings?
Response:
| 78 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
What partnerships and channels will the bidder utilize for outreach?
Response:
| 79 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
How will the bidder contact and recruit retailers, contractors, and distributors?
Response:
| 80 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
How will the bidder track effectiveness of outreach and education efforts and materials? What metrics does the bidder propose to develop and use to measure effectiveness of education and outreach efforts?
Response:
| 81 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
How will the bidder ensure outreach, education, and marketing efforts are reaching the potential eligible program participants?
Response:
| 82 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
How will the bidder support the state to facilitate at least one public input session and incorporate feedback into program design?
Response:
| 83 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
If applicable, how will the bidder support the state in their development of the Education and Outreach strategy, including their proposed approach to developing the strategy, key content within it, and how the above activities will be incorporated into the strategy?
Response:
| 84 |
| Bidders should provide the following information about how their approach will target and conduct outreach, marketing, and education, including a timeline and budget for associated activities for both trade partners (retailers, contractors, and distributors), consumers, and multifamily building owners: |
How will the bidder develop tools to help eligible entities identify qualifying households?
Response:
III.c. HOME ASSESSMENTS
| 85 |
| Bidders should describe when home assessments will be used and the process, including: |
How will the bidder ensure the limited home assessment process is applied for qualified electrification projects (QEP)?
Response:
| 86 |
| Bidders should describe when home assessments will be used and the process, including: |
How will the bidder review and validate home assessments to make sure that they meet all DOE requirements within Section 4.2.4?
Response:
| 87 |
| Bidders should describe when home assessments will be used and the process, including: |
The process for and how the bidder will ensure all required information is collected during the home assessment.
Response:
| 88 |
| Bidders should describe when home assessments will be used and the process, including: |
The process for and how the bidder will ensure all required information is collected for QEPs that do not require a home assessment.
Response:
| 89 |
| Bidders should describe when home assessments will be used and the process, including: |
Describe how the bidder will alert customers that an electrification project may result in a higher utility bill and develop a threshold for when there is an unacceptable risk of a higher bill.
Response:
| 90 |
| Bidders should describe when home assessments will be used and the process, including: |
How will the bidder review and validate home assessments for accuracy?
Response:
III.d. ELIGIBILITY AND INCOME VERIFICATION
| 91 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings, including: |
How will the bidder determine which upgrades and equipment are included in the qualified product list for the program and the process to update qualified products?
Response:
| 92 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings, including: |
How will the bidder ensure that the Energy Star certification requirement, if applicable, for heating, cooling, and water heating products is adhered to?
Response:
| 93.1 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings, including: |
Income verification:
How will the bidder verify the income levels of applicants and multifamily buildings?
Response:
| 93.2 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings, including: |
What methods will the bidder implement to randomly sample applicants to confirm income level (especially if for self-attestation)?
Response:
| 93.3 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings, including: |
What is the bidder’s remediation process if the income level reported was deemed falsified?
Response:
| 93.4 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings, including: |
If using the DOE Rebate Reservation and Tracking application programming interface (DOE API), how the bidder will incorporate the API into their systems and the execution of the income verification systems?
Response:
| 93.5 |
| Bidders should describe their approach to eligibility and income verification for both single-family households and multifamily buildings, including: |
If not using the DOE API, describe the systems that will be used to verify income and describe the experience for the household.
Response:
III.e. REBATES
| 94.1 |
| Bidders should describe the following: |
Provide details on the point-of-sale rebate approach, including: What is the process for ensuring that the appropriate rebate is paid based on product and income level?
Response:
| 94.2 |
| Bidders should describe the following: |
Provide details on the point-of-sale rebate approach, including: How will the bidder ensure that eligible recipients will receive their rebate at the point of sale?
Response:
| 094.3 |
| Bidders should describe the following: |
Provide details on the point-of-sale rebate approach, including: How will the bidder ensure that total household rebate limits are not exceeded?
Response:
| 95 |
| Bidders should describe the following: |
How will eligible entities be paid installation incentives in a timely fashion?
Response:
| 96 |
| Bidders should describe the following: |
What is the process for rebate reimbursement and how will the bidder ensure the maximum time allowed for rebate reimbursement will be met?
Response:
| 97 |
| Bidders should describe the following: |
What are the risks to meeting the rebate processing timeframe requirements and how will the bidder mitigate those risks?
Response:
| 98 |
| Bidders should describe the following: |
What systems will be used for processing rebates?
Response:
| 99 |
| Bidders should describe the following: |
How will the bidder work with retailers, distributors, contractors, and other eligible entities to provide rebates?
Response:
| 100 |
| Bidders should describe the following: |
How will the bidder manage receiving requests from and providing rebates to customers, contractors, distributors, and retailers?
Response:
| 101 |
| Bidders should describe the following: |
How will the bidder ensure rebates meet all program requirements and document those conditions?
Response:
| 102 |
| Bidders should describe the following: |
How will the bidder ensure that the household did not receive federal funds for the same equipment or upgrade?
Response:
| 103 |
| Bidders should describe the following: |
How will the bidder set up multiple pathways to provide rebates either through point of sale or submitted invoice?
Response:
| 104 |
| Bidders should describe the following: |
How will procedures differ for multifamily homes/buildings?
Response:
PART IV. PROGRAM IMPLEMENTATION: BLUEPRINTS AND REPORTING
a. CONSUMER PROTECTION AND QUALITY ASSURANCE
| 105 |
| Bidders should describe how they will assure quality installations including: |
How will the bidder support the state in developing a Consumer Protection Plan, or if already developed, how will the bidder develop the program consistent with the Consumer Protection Plan?
Response:
| 106 |
| Bidders should describe how they will assure quality installations including: |
How will the bidder develop a system to collect and respond to consumer feedback?
Response:
| 107 |
| Bidders should describe how they will assure quality installations including: |
How will the bidder address dispute resolution? What is the bidder’s proposed approach for conflict resolution and remediation?
Response:
| 108 |
| Bidders should describe how they will assure quality installations including: |
What is the bidder’s proposed approach for onsite inspections to meet DOE requirements?
Response:
| 109 |
| Bidders should describe how they will assure quality installations including: |
How will the bidder qualify retailers, contractors, and distributors as eligible, identifying required qualifications and have a process for delisting if necessary?
Response:
| 110 |
| Bidders should describe how they will assure quality installations including: |
How will the bidder develop installation standards and a process to enforce those standards?
Response:
| 111 |
| Bidders should describe how they will assure quality installations including: |
How will the bidder incorporate continuous improvement, developing processes for identifying problem areas and fraud/waste?
Response:
| 112 |
| Bidders should describe how they will assure quality installations including: |
How will the bidder work with a third-party to develop systems for providing households and multifamily building owners with a Post-Installation Certificate after quality assurance has taken place on their upgrade?
Response:
IV.b.. COMMUNITY BENEFITS
| 113.1 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Community and Labor: How will the bidder engage with community partners and community organizations?
Response:
| 113.2 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Community and Labor: What are the bidder’s community outreach and engagement strategies?
Response:
| 114.1 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Skilled and Qualified Workforce: How will the bidder incorporate workforce education and training into their plans for both the single-family and multifamily workforce?
Response:
| 114.2 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Skilled and Qualified Workforce: How will the bidder support groups that organize and apply collective bargaining?
Response:
| 115.1 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Incorporating Diversity Equity Inclusion and Accessibility (DEIA): How will the bidder incorporate the state’s DEI objectives? How will the objectives be met?
Response:
| 115.2 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Incorporating Diversity Equity Inclusion and Accessibility (DEIA): How will the bidder manage and track the portion of budget with minority owned businesses, women owned businesses, and veteran owned businesses?
Response:
| 115.3 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Incorporating Diversity Equity Inclusion and Accessibility (DEIA): What other DEI actions does the bidder propose?
Response:
| 116.1 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Address Justice40 Initiative: How will the bidder effectively identify and promote home energy rebates to disadvantaged communities?
Response:
| 116.2 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Address Justice40 Initiative: How will the bidder work with the state to ensure that low-income and multi-family funding percentage minimums are met?
Response:
| 116.3 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Address Justice40 Initiative: What are the quantifiable expected benefits expected to accrue to disadvantaged communities?
Response:
| 117 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Direct benefits from energy upgrade projects?
Response:
| 118 |
| Bidders should describe their approach for supporting the state in the development of the Community Benefits Plan which should include: |
Economic benefits through jobs and contracts?
Response:
IV.c.DATA AND SECURITY REQUIREMENTS
| 119 |
| Bidders should describe their approach to data tracking and data security, including: |
A description of cybersecurity protocols and how information will be stored securely.
Response:
| 120 |
| Bidders should describe their approach to data tracking and data security, including: |
A description of risk-based security controls.
Response:
| 121 |
| Bidders should describe their approach to data tracking and data security, including: |
Confirmation that the security and privacy controls should be reviewed by an independent party in the last 3 years.
Response:
| 122 |
| Bidders should describe their approach to data tracking and data security, including: |
How will the bidder meet the data collection requirements in the DOE Data & Tools Requirements Guide?
Response:
| 123.1 |
| Bidders should describe their approach to data tracking and data security, including: |
Will the bidder use the DOE/PNNL rebate reservation and tracking API or another system?
If using DOE/PNNL, how will the bidder incorporate these workflows and API into the program?
Response:
| 123.2 |
| Bidders should describe their approach to data tracking and data security, including: |
If using a different system, what is the system and how will the bidder ensure the system meets all DOE data and program requirements?
Response:
| 124 |
| Bidders should describe their approach to data tracking and data security, including: |
Does the bidder have data transfer abilities and protocols in place to utilize APIs and HPXML?
Response:
IV.d. PROGRAM EVALUATION
| 125 |
| Bidders should describe how they will store and make available the following data and information: |
Auditing tools and software
Response:
| 126 |
| Bidders should describe how they will store and make available the following data and information: |
Home assessment data
Response:
| 127 |
| Bidders should describe how they will store and make available the following data and information: |
Income amounts
Response:
| 128 |
| Bidders should describe how they will store and make available the following data and information: |
Post-installation photos
Response:
| 129 |
| Bidders should describe how they will store and make available the following data and information: |
Savings assessments from modeled or measured savings approach
Response:
| 130 |
| Bidders should describe how they will store and make available the following data and information: |
Incentives paid
Response:
| 131 |
| Bidders should describe how they will store and make available the following data and information: |
Project costs
Response:
| 132 |
| Bidders should describe how they will store and make available the following data and information: |
Quality assurance tracking and resolution
Response:
IV.e. MARKET TRANSFORMATION
| 133 |
| Bidders should describe the following: |
A general approach to developing market transformation plans and why they are qualified to support the state in developing the Plan.
Response:
| 134 |
| Bidders should describe the following: |
Key components of a Market Transformation Plan and how the bidder will guide the state through addressing each of them.
Response:
| 135 |
| Bidders should describe the following: |
How will the bidder ensure that the Market Transformation Plan meets DOE Program Requirements?
Response:
| 136 |
| Bidders should describe the following: |
How will the Market Transformation Plan be implemented, tracked, measured, and reported on towards goals over time?
Response:
| 137 |
| Bidders should describe the following: |
Key market indicators that can quantify and measure market transformation goals and how that data will be collected.
Response:
IV.f.. REPORTING TO STATE AND DOE
| 138 |
| Bidders should describe how they will track and report the following to the state while keeping each IRA provision tracked and managed separately, if applicable: |
Quarterly progress
Response:
| 139 |
| Bidders should describe how they will track and report the following to the state while keeping each IRA provision tracked and managed separately, if applicable: |
Quarterly budget vs. actual spending
Response:
| 140 |
| Bidders should describe how they will track and report the following to the state while keeping each IRA provision tracked and managed separately, if applicable: |
Projected progress
Response:
| 141 |
| Bidders should describe how they will track and report the following to the state while keeping each IRA provision tracked and managed separately, if applicable: |
Projected budget changes; if any
Response:
| 142 |
| Bidders should describe how they will track and report the following to the state while keeping each IRA provision tracked and managed separately, if applicable: |
Projected scope changes; if any
Response:
| 143 |
| Bidders should describe how they will track and report the following to the state while keeping each IRA provision tracked and managed separately, if applicable: |
Potential risks or realized issues on the project.
Response:
File details come from the government source that posted it. Updated .