25-00293-AMUD_EOI.pdf

October 20, 2025

To: Whom It May Concern

Subject: Expression of Interest (EOI) – Alternative Energy Credit Aggregator/Broker

SEPTA is seeking qualified aggregators/brokers to advise, monetize, and sell Alternative Energy Credits (AECs) generated by SEPTA’s energy-producing assets and demand side management projects, including its Combined Heat and Power Plant (CHP). This may lead to the potential for a future solicitation of a Request for Proposal

(“RFP”).

SEPTA requests that interested parties submit an EOI response document containing responses to the Authority’s technical specifications to Matthew Dooner (MDooner@septa.org) by Monday, November 3, 2025, 4:00 pm ET.

SEPTA does not intend to hold discussions at this time; however, SEPTA may contact interested parties to schedule individual meetings with SEPTA’s staƯ virtually via video conference.

By participating in this EOI, the Proposer is unconditionally agreeing to the following:

(1) SEPTA will be authorized to use any information submitted, referenced, or presented during this EOI including but not limited to a potential Scope of Services;

(2) SEPTA shall be authorized to reproduce, distribute, display, and create derivative works from any information received during this EOI;

(3) SEPTA shall not be obligated to engage or otherwise compensate Proposer in any manner or for any reason for SEPTA’s use of any information and/or material submitted by Proposer during this EOI or information contained therein, or any other right granted hereunder.

Please note: this is not a vendor selection process. This letter must not be interpreted as an award of a contract or as a commitment to reimburse for any costs incurred in the preparation or participation of this EOI.

Thank you for your interest in the Authority.

Sincerely, Matt Dooner, Asset Recovery Program Manager SEPTA’s Procurement & Supply Chain Management 1234 Market Street – 11th Floor Philadelphia, PA 19107-3780 215-580-7156 / mdooner@septa.org

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SEPTA – Alternative Energy Credit Aggregator/Broker Expression of Interest (EOI) Date: October 20, 2025

1.0 Purpose and Background

The Southeastern Pennsylvania Transportation Authority (SEPTA) is seeking qualified aggregators/brokers to advise, monetize, and sell Alternative Energy Credits (AECs) generated by SEPTA’s energy-producing assets and demand side management projects, including its Combined Heat and Power Plant (CHP). This may lead to the potential for a future solicitation of a Request for Proposal (“RFP”).

This project aims to leverage SEPTA’s existing energy-producing infrastructure to generate revenue without any up-front financial commitments from SEPTA. Any selected contractor(s) will be compensated solely from the revenue generated by the sale of AECs, ensuring no upfront financial risk to SEPTA. Contractor assumes all risk related to the costs of marketing, sales, and administration in the event that no revenue is generated.

2.0 Scope

SEPTA seeks firms with the following core capabilities and expertise. Qualified firms must be able to:

2.1 Identify and verify AECs

2.1.1 Assess SEPTA’s energy-producing assets to verify the volume of AECs that can be generated and sold.

2.1.2 Enroll projects and complete initial PA PUC applications and paperwork.

2.2 Develop AEC monetization strategy

2.2.1 Develop and implement strategies to monetize the AECs by identifying the best market opportunities, including but not limited to participating in regulatory programs and trading on relevant exchanges or marketplaces.

2.2.2 Continuously monitor the market to ensure that AECs are sold at the most competitive rates and maximize the financial benefit to SEPTA.

2.3 Negotiate trade prices and broker sale of AECs

2.3.1 Manage the sale of the AECs in accordance with applicable laws and regulations, ensuring compliance with all relevant reporting and verification requirements, and maximizing revenue for SEPTA.

2.4 Prepare reports and documentation

2.4.1 Provide regular reports detailing the sales, transaction history, and revenue generated.

These reports should be submitted on a monthly/quarterly basis and include any market trends and updates that may aƯect future sales.

2.5 Perform other ancillary services as needed

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3.0 Vendor Response Requirements

3.1 Company Overview

3.1.1 Company name, headquarters, and primary point of contact.

3.1.2 A brief description of the contractor’s company, including relevant experience in the AEC market and past performance.

3.2 Value Proposition

Any selected contractor(s) will be compensated solely from the revenue generated by the sale of AECs, ensuring no upfront financial risk to SEPTA.

3.2.1 Present the value proposition of contracting an aggregator/broker, as compared to what SEPTA could achieve independently.

3.2.2 Outline proposed fee structure, including the percentage of revenue to be retained by the contractor, ensuring compensation is tied to performance.

3.2.3 Describe how aggregator/broker will generate the highest possible revenue for SEPTA.

3.3 Proposed Approach

3.3.1 Outline the proposed strategy for monetizing and selling AECs.

3.3.2 A proposed plan for monitoring and reporting on the success of the project, including key performance indicators (KPIs) and a reporting schedule.

3.3.3 A timeline outlining the proposed milestones and timeframes for achieving key deliverables.

3.4 Experience

3.4.1 Outline experience in monetizing and selling AECs or related energy trading markets, with a preference for experience in Pennsylvania.

3.4.2 Describe any experience with successfully monetizing novel projects or projects that fall outside of standard PUC criteria.

3.4.3 Client references for at least three (3) clients for whom the contractor has successfully managed AEC/REC sales.

3.5 Key Personnel

3.5.1 Roles, qualifications, and relevant experience of all proposed staƯ.

3.5.2 Examples of similar work with transit or public-sector organizations.

4.0 Submission Details

4.1 Deadline: November 3, 2025

4.2 Contact: Matthew Dooner (215-580-7156 / mdooner@septa.org)

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4.3 Subject Line: “EOI – Alternative Energy Credit Aggregator/Broker – [Firm Name]”

5.0 Next Steps

5.1 SEPTA will review all submissions to develop a short list of qualified firms. Selected firms may be invited to present their methodologies and demonstrate their ability to meet SEPTA’s requirements.

Results from this process will inform the development of SEPTA’s formal solicitation, if applicable.

6.0 Disclaimer

6.1 This EOI is for information-gathering purposes only and does not oblige SEPTA to issue an RFP or award a contract. SEPTA serves the right to modify, cancel, or take no further action following this

EOI.