23NC0412_Attachment_13_-_Cost_Sheet.xlsx

XLSX spreadsheet 32 KB Posted Mar 29, 2024

Attached to: 23NC0412 CPUC Energy Efficiency Technical Consultant Services
Solicitation number: 0000030796
Issued by: San Francisco County, San Francisco City, California

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Written by GovTribe AI · Apr 3, 2024

This document is a detailed cost sheet for a state and local contract opportunity issued by the California Public Utilities Commission (CPUC) for Energy Efficiency Technical Consultant Services. The contract covers a range of tasks including workplans, progress reports, coordination meetings, stakeholder workshops, presentations, resource development, data transfer and documentation, and various studies and assessments. The contract term is for 3 years, with an optional 2-year extension. The contract covers services to be provided in San Francisco County and City.

The cost sheet provides detailed pricing for each task, with unit costs and total costs listed for the initial 3-year term and the optional 2-year extension. Pricing is provided for key personnel, meetings, reports, and other deliverables. The total proposal cost for the initial 3-year term is provided, as well as the option to add up to $250,000 to the contract. The contract also includes provisions for training, additional meetings, and study recommendations.

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File	Type	Posted
RFP_23NC0412_Attachment_14_Evaluation_and_Scoring_Criteria.pdf	PDF	Mar 29, 2024
RFP_23NC0412_CPUC_Energy_Efficiency_Technical_Consultant.pdf	PDF	Mar 29, 2024

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Sheet1

RFP 23NC0412 Attachment 13 - Cost Sheet
Contractor Name:
Key Staff Members Name and Title	Hourly Rate

Task 1: Workplans	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Final Workplan for each task and related deliverables incorporating feedback from CPUC staff review	Per Plan		1		0
			Total Cost

Task 2: Progress Reports and Updates	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Monthly Progress Reports	Per Report		36		24
2) Narrative Reports as well as Monthly Datasets	Per Report		36		24
3) Project File Database	Per Database		1		0
4) Project Closeout Report	Per Report		1		0
5) Data Closeout Report including Manual	Per Report		1		0
6) Draft Report	Per Report		1		0
7) Final Report	Per Report		1		0
8) Closeout File Transfer	Per Report		1		0
			Total Cost

Task 3: Internal Kickoff Meeting	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Internal Kickoff Meeting - includes planning, facilitation, and space	Each		1		0
2) Meeting Agenda, Presentation, Meeting Notes, and Action Items	Each		1		0
			Total Cost

Task 4: Coordination Meetings With CPUC Staff tc={01AB1D1E-8CB8-473E-A658-9AAE68A7E178}: [Threaded comment]

Your version of Excel allows you to read this threaded comment; however, any edits to it will get removed if the file is opened in a newer version of Excel. Learn more: https://go.microsoft.com/fwlink/?linkid=870924

Comment:

The RFP lists one bullet point reading: "Meeting agendas, meeting notes, and action items." - please expand the RFP Task 4 deliverables to match this or change this to match the RFP.

Reply:

Replicated in RFP	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
	1) Host up to 52 check-in calls annually to discuss work in progress and upcoming work	Each		156		104
	2) Host other regular check-ins and ad hoc calls and meetings to discuss specific projects and deliverables. Not to exceed a total of one hundred (100) hours of in-person meetings annually, and four hundred (400) conference call hours annually	Per Hour		1500		1000
	3) Share agenda prior to meeting, provide notes and action items after.	Each		1656		1104
				Total Cost

Task 5: Stakeholder Workshops & Webinars tc={273847DB-B6C4-4564-A57A-5345C2CAFD19}: [Threaded comment]

Comment:

The RFP lists three deliverables - to produce "Meeting agendas, meeting notes, and action items" for Stakeholder, Remote, and In-Person meetings, respectively. Please update either the RFP or this document.

Reply:

Adjusted RFP	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
	1) Provide SME and/or hosting services at up to 6 half-day in-person workshops annually	Each		18		12
	2) Provide SME and/or hosting services at up to 36 2-hour remote meetings annually	Each		108		72
	3) Provide SME and/or hosting services at up to 12 2-hour in-person meetings	Each		36		24
	4) Produce and share agenda for up to each engagement	Each		162		108
	6)	Meeting notes and action items for up to each engagement	Each		162		108
	7) Record, organize, and responds to stakeholder feedback for up to each engagement	Each		162		108
				Total Cost

Task 6: Presentations	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Level 1 Presentations – 1-2 hours of prep, up to 30 min presenting, no meeting facilitation	Each		1,156		771
2) Level 2 Presentations– 3-5 hours of prep, up to 60 min presenting, meeting facilitation possible	Each		659		440
3) Level 3 Presentations – 6+ hours of prep, 60+ min presenting, meeting facilitation possible	Each		328		219
			Total Cost

Task 7a: Develop Resources to Support Staff Review of PA Filings and Other Submissions	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Mid-Cycle Advice Letter Review Checklist	Per Checklist		1		1
2) PA Application Narrative and Spreadsheet Templates	Per Product		2
3) Application Review Guidance, Templates, and Checklists for Staff	Per product		12
3) PA Annual Report Template, Staff Checklist, and Guidance	Per Product		4		2
4) PA Semi-Annual Report Template and Staff Checklist	Per Product		4		2
5) Quarterly Report Checklist	Per Checklist		3		1
6) Monthly Report Checklist	Per Checklist		1		1
7) True-Up Advice Letter Template	Per Template		1		1
8) Support for Advice Letter Review as assigned by ED Staff	Per AL Review		50		30
9) Report with recommendations to improve Staff’s utilization of CEDARS	Per Report		2		1
10) Other review tools as identified by ED staff	Per Tool		3		2
			Total Cost

Task7b: Visualizing Information	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Tableau or PowerBI (or equivalent) instance conveying PA EE application information including associated guidance	Per instance		1		1
2) Tableau or PowerBI (or equivalent) instance conveying PA progress/compliance report information beginning in 2022 or earlier including associated guidance	Per instance		1		0
3) Continued support for post-production improvements, new elements, and refinements	Hourly		200		500

Task 7c: Develop Public Dashboards Conveying PA Performance and Progress	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Mockup of dashboards – based on ED Staff and PA feedback - for public comment	Per mockup		3		1
2) Final dashboard template for PAs to populate	Per template		3		1
3) Monitor use of dashboards to assess usability resulting in periodic recommendations for their improvement	hourly		302.4		201.6
			Total Cost

Task 7d: Support Enhanced Reporting	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Internal Memo to EE Branch – up to four annually	Per memo		12		8
2) Stakeholder facilitation – up to six annually	Each		24		12

Task 7e: Staff Data Request Support	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Technical services - hourly	Per hour		604.8		403.2

Task 8: Data Transfer and Documentation tc={9005A5E1-89AD-4A5B-9F46-6DEBFC50E803}: [Threaded comment]

Comment:

The RFP lists 7 deliverables, and the wording on many is different. Please reconcile.

Reply:

Added line 7 here	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
	1) Transfer of all data collected related to this contract	Per transfer		1		1
	2) Documentation of program-specific analyses and related findings	Per documentation		1		1
	3) Data collection instruments, such as forms, workbooks, and surveys	Per instrument		1		1
	4) All algorithms, scripts, source codes, spreadsheets, databases, applications or files, etc., developed in the implementation of this contract	Each		1		1
	5) Training materials and user manuals detailing what is included in each dataset/data tool and how it was used	Each		1		1
	6) Documentation of all related documents for data collection	Per documentation		1		1
	7) Delivery of other datasets and documents to be determined by the CPUC Contract Manager.	Per documentation		1		1
				Total Cost

Task 9a: Assessing Utility of Indicators and Metrics	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Phase 1 Public Report	Per Report		1		0
2) Phase 2 Internal Memo	Per Memo		1		1
3) Phase 3 Public Report	Per Report		1		1
			Total Cost

Task 9b: Assessing Trends in PA Reported Information	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Phase 1 Public Report	Per Report		1		0
2) Phase 2 Public Report	Per Report		1		1
3) Phase 3 Public Report	Per Report		1		1
			Total Cost

Task 9c: Support Market Support and Equity Goal Analysis	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Phase 1 Internal Memo	Per Memo		1		0
2) Phase 2 Internal Memo	Per Memo		1		1
3) Phase 3 Internal Memo

tc={4490A6C5-D723-45A4-B551-57F80F67AF81}: [Threaded comment]

Comment:

Changed from "Memo" to "Internal Memo" Reply:

ok tc={273847DB-B6C4-4564-A57A-5345C2CAFD19}: [Threaded comment]

Comment:

Reply:

Adjusted RFP tc={9005A5E1-89AD-4A5B-9F46-6DEBFC50E803}: [Threaded comment]

Comment:

The RFP lists 7 deliverables, and the wording on many is different. Please reconcile.

Reply:

Added line 7 here	Per Report	1		1
			Total Cost

Task 10: Study of EE Branch Use of Cost-Effectiveness	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) White paper (draft and final). Due date: June 30, 2025	Per paper		1
2) Bienial review of the CET to ensure compliance with – and optimization for – Commission policy	Per memo		2		1
			Total Cost

Task 11: Monitoring High Impact and High-Risk Programs	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Sub-Task 11a Draft Quarterly Report	Per report		1		0
2) Sub-Task 11a Quarterly Reports	Per report		12		8
3) Sub-Task 11a Monthly Email Updates	Per report		36		24
4) Sub-Task 11b 3P Contract Draft Annual Report	Per report		3		2
4) Sub-Task 11b 3P Contract Annual Report	Per report		3		2
			Total Cost

Task 12: Training	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) Sub-Task 12a Training Sessions	Per training		9		6
2) Sub-Task 12a Training Materials and Training Follow-up	Per material		9		6
3) Sub-Task 12a Ad Hoc Trainings	Per training		9		6
3) Sub-Task 12b Training Sessions	Per training		6		4
4) Sub-Task 12b Training Materials and Training Follow-up	Per material		6		4
			Total Cost

Task 13: Other Meetings	Unit of Measure	Cost Per Unit	Amount Required Years 1-3	Total Cost Years 1-3	Amount Required Years 4-5 (CPUC OPTION)	Optional Years 4-5 Cost
1) In-Person Meetings including agenda, notes, action items, and facilitation	Per meeting		20		10
2) Space for in-person meetings of 15-30 people in San Francisco, Los Angeles, or Sacramento	Per meeting		20		10
3) Virtual meetings including hosting platform, stakeholder participation tools, agenda, notes, action items, and facilitation	Per meeting		40		20
			Total Cost

Task 14: CPUC will add amount not exceed $250,000 total to contract.

Task 15: Study Recommendations	Unit of Measure	Cost Per Unit	Amount Required Years 1-2	Total Cost Years 1-3	Amount Required Year 3 (CPUC OPTION)	Optional Years 4-5 Cost
1) Memo to EE Branch for each study, as determined by Energy Division staff	Per memo		10		4
			Total Cost

Total Proposal Cost Contract Years 1-3 Optional Years 4-5

File details come from the government source that posted it. Updated Apr 2, 2024.