26PSX0074A Exhibit B.docx

State of Connecticut Contract# 26PSX0074A

EXHIBIT B

PRICE SCHEDULE

Upon award, the negotiated pricing will be incorporated as Exhibit B, Price Schedule.

1. OVERVIEW

Pricing shall be based on fully burdened hourly rates for defined labor categories. All pricing must align with the requirements of this Contract and will be used for all SOWs.

2. REQUIRED PRICING SUBMITTALS

A. Proposers shall:

i. provide a completed price schedule with hourly rates for each labor category;

ii. refer to Sections 5 and 6 below for additional pricing information;

iii. align Job titles functionally with the defined labor categories, although such titles may vary by proposer;

iv. add an Alternate Job Title for each Labor Category if different from the Job Title listed below;

v. complete the hourly rate for each job; and

vi. complete the subcontracted option with a Yes or No depending on whether the resource will be subcontracted or not.

B. The labor categories identified below represent a standardized framework for evaluation purposes. It is recognized that proposing firms may not have personnel corresponding to every listed category in this Exhibit B, Price Schedule. The absence of specific labor categories shall not be grounds for disqualification. The Client Agency will evaluate all labor categories and positions proposed by proposers, including comparable or equivalent roles, in determining overall qualifications and value to the State.

C. Proposers may add Labor Categories and Job Titles that may be applicable to the scope and Services described in Exhibit A, Description of Deliverables. A separate Word document should be uploaded titled “Exhibit B - Additional Job Categories” for consideration, if applicable.

D. Each proposed Labor Category must meet or exceed the minimum qualification thresholds defined in Section 3 below.

E. Proposers shall complete Personnel Assigned for each Labor Category. The proposer shall ensure that all personnel assigned to a Labor Category meet the stated minimum education and experience requirements. The State reserves the right to request supporting documentation and to reject or reclassify personnel that do not meet the thresholds.

F. Years of experience may include relevant professional, academic, or applied experience directly related to the Services described in Exhibit A, Description of Deliverables.

3. PRICING BY LABOR CATEGORIES

A. Labor Category 1 – Executive / Strategic

i. Job Title: Principal / Partner Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree (Master’s preferred); minimum 15 years relevant experience; demonstrated leadership on large-scale public sector or regulatory engagements.

Description: Provides executive oversight, strategic direction, and expert advisory services. May serve as expert witness.

ii. Job Title: Senior Advisor / Subject Matter Expert Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree (Master’s preferred); minimum 12 years specialized experience in relevant domain.

Description: Provides deep expertise and leads complex technical, regulatory, or policy work.

B. Labor Category 2 – Technical and Analytical

i. Job Title: Senior Energy Economist / Market Analyst Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree in economics, engineering, or related field; minimum 10 years experience in energy markets or economic analysis.

Description: Leads market analysis, forecasting, and economic modeling.

ii. Job Title: Energy / Policy Analyst Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 5 years experience in energy, policy, or regulatory analysis.

Description: Performs policy and program analysis and supports reporting.

iii. Job Title: Data Scientist / Quantitative Analyst Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree in data science, statistics, engineering, or related field; minimum 5 years experience in quantitative analysis.

Description: Develops statistical models and analyzes complex datasets.

iv. Job Title: Regulatory Analyst Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 5 years experience supporting regulatory proceedings or policy analysis.

Description: Supports filings, testimony, and regulatory research.

C. Labor Category 3 – Engineering and Specialized Technical

i. Job Title: Senior Engineer (Energy Systems, Transmission, DER) Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree in engineering; minimum 10 years experience; Professional Engineering license (“PE”) preferred but not required.

Description: Provides technical expertise in energy systems and infrastructure.

ii. Job Title: Energy Modeler / Simulation Specialist Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 5 years experience in modeling and simulation tools.

Description: Develops and applies engineering/economic models.

iii. Job Title: Microgrid / Resilience Specialist Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 7 years experience in resilience, microgrids, or distributed systems.

Description: Provides expertise in resilience planning and microgrid systems.

D. Labor Category 4 – Program and Policy

i. Job Title: Program Design Specialist Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 7 years experience in program design or evaluation.

Description: Designs and evaluates energy and policy programs.

ii. Job Title: Policy Analyst / Advisor Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 5 years experience in policy analysis or development.

Description: Conducts policy research and supports strategy development.

iii. Job Title: Evaluation Specialist (EM&V) Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 7 years experience in evaluation, measurement & verification.

Description: Conducts program evaluations and impact analyses.

E. Labor Category 5 – Telecommunications and Broadband

i. Job Title: Telecommunications / Broadband Specialist Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 8 years experience in telecom/broadband policy or infrastructure.

Description: Provides broadband and telecom expertise.

ii. Job Title: Digital Infrastructure Analyst Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 4 years experience in broadband or infrastructure analysis.

Description: Supports analysis of digital infrastructure and deployment.

F. Labor Category 6 – Project Delivery

i. Job Title: Project Manager Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 8 years project management experience; Project Management Professional (“PMP”) preferred.

Description: Manages scope, schedule, and deliverables.

ii. Job Title: Deputy Project Manager / Task Lead Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 5 years experience managing tasks or workstreams.

Description: Supports project execution and coordination.

G. Labor Category 7 – Support

i. Job Title: Research / Junior Analyst Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree (or in progress); 0–5 years experience.

Description: Provides research and analytical support.

ii. Job Title: Technical Writer / Communications Specialist Alternate Job Title: _________________ Minimum Qualifications: Bachelor’s degree; minimum 5 years experience in technical writing or communications.

Description: Develops reports and stakeholder materials.

4. RIGHTS RESERVED FOR THE STATE

The State reserves the right, during proposal evaluation or Contract Performance, to:

A. require replacements of personnel that do not meet the minimum qualifications listed above;

B. reclassify proposed staff into appropriate labor categories based on qualifications; and C. reject proposed rates that are inconsistent with the required level of effort as described in the Minimum Qualifications set forth in Section 3 above.

5. PRICING

A. Pricing shall remain firm and fixed for the initial one (1) year term of the Contract as awarded. Following the initial term, the Contractor may submit a written request for a price adjustment in accordance with the requirements in Section 6, Price Adjustments, below.

B. Hourly rates shall include all labor, overhead, administrative costs, and profit.

No additional multipliers or markups shall be applied to the hourly rates.

C. Overtime hourly rates, if applicable, shall not exceed 1.5 times the approved hourly rate and must be pre-approved in writing by the Client Agency.

D. Hourly rates applicable to each job title shall apply regardless of the individual assigned to the job.

E. All pricing for SOW’s shall be based on the hourly rates listed above in the approved labor categories.

F. The Contractor may be reimbursed for allowable actual and reasonable labor and expenses necessary to perform Services under an approved SOW. All invoices shall:

i. be paid only after the submission of itemized documentation in a form acceptable to the Client Agency for each SOW; and

ii. be submitted monthly and are subject to audit by Client Agency; and

iii. include proof of payment for reimbursable expenses.

G. The Client Agency may require the Contractor to submit additional documentation before authorizing payment for any invoice.

6. PRICE ADJUSTMENTS

A. Price adjustments may be requested by the Contractor annually. Price adjustments shall be based on the U.S. Bureau of Labor Statistics (BLS) Employment Cost Index (ECI) for Professional, Scientific, and Technical Services, or a comparable successor index.

Any requested adjustment shall not exceed the lesser of:

i. The percentage change in the referenced index over the preceding twelve (12) month period; or

ii. Four percent (4 %) per twelve (12) month period.

B. All price adjustment requests must be approved by DAS Procurement and include supporting documentation demonstrating the index change. DAS Procurement reserves the sole right to approve, negotiate, or reject any price adjustment request, in whole or in part, in its sole discretion.

C. Requests for price adjustments must be submitted to DAS no earlier than sixty (60) calendar days prior to the annual anniversary date of the Effective Date of the Contract. Any request made to a Client Agency shall not be valid and shall be treated as if no request had been made. Requests submitted to a Client Agency shall not be considered timely and shall not extend the applicable sixty (60) day request period. The Contractor’s right to request a price adjustment shall lapse upon expiration of the sixty (60) day period. If the Contractor fails to submit a timely request, pricing shall remain unchanged for the succeeding twelve (12) month period and until the next eligible annual adjustment period.

If approved, price adjustments shall become effective no earlier than ten (10) calendar days after the date of the DAS approval. The Contractor shall honor all purchase orders issued prior to the effective date of an approved price adjustment at the prices in effect at the time such purchase orders were issued.

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