Clean Peak Energy Standard Program Administration Support

DOER RFQ-ENE-2026-020 // BD-26-1041-ENE01-ENE01-122602

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THE COMMONWEALTH OF MASSACHUSETTS

EXECUTIVE OFFICE OF ENERGY AND

ENVIRONMENTAL AFFAIRS

DEPARTMENT OF ENERGY RESOURCES

ELIZABETH MAHONY, COMMISSIONER

100 Cambridge Street, 9th Floor Boston, MA 02114

Request for Quote (RFQ)

Document Title: Clean Peak Energy Standard

Program Administration Support

COMMBUYS Bid Number: BD-26-1041-ENE01-ENE01-122602 Agency Document Number: RFQ-ENE-2026-020

Issued November 6th, 2025

Please Note: This is a single document associated with a complete Bid (also referred to as Solicitation) that can be found on www.COMMBUYS.com. All Bidders are responsible for reviewing and adhering to all information, forms and requirements for the entire Bid, which are all incorporated into the Bid. Bidders may also contact the COMMBUYS Helpdesk at COMMBUYS@state.ma.us or the COMMBUYS Helpline at 1-888-MA-STATE. The Helpline is staffed from 8:00 AM to 5:00 PM Monday through Friday Eastern Standard or Daylight time, as applicable, except on federal, state and Suffolk County holidays.

http://www.commbuys.com/ mailto:COMMBUYS@state.ma.us

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I. PROCUREMENT CALENDAR

DOER Issues RFQ November 6, 2025

Deadline for Submitting Questions November 14, 2025

Deadline for DOER Answers November 21, 2025

Bid Opening Date (Responses Due) December 1, 2025 at 4:00PM EST

Selection of Winning Response* December 9, 2025

Execution of Contract with DOER* December 30, 2025

Project Kick-off meeting* January 5, 2026

* Dates after RFQ Response Due date are anticipated dates. All dates are subject to change.

II. PROCUREMENT AND CONTRACT INFORMATION

A. Type of Procurement

Fee for Service subject to 801 CMR 21; and PRF74.

B. RFQ Distribution Method

This Request for Quotes (RFQ) has been distributed electronically using the Commbuys system.

It is the responsibility of every potential respondent to check Commbuys for any addenda or modifications to an RFQ to which they intend to respond. The Commonwealth of Massachusetts and its subdivisions accept no liability and will provide no accommodations to respondents who fail to check for amended RFQs or submit inadequate or incorrect responses.

Respondents may not alter RFQ language or any RFQ component files. Those submitting a proposal must respond in accordance with the RFQ directions and complete only those sections that prompt a respondent for a response. Modifications to the body of this RFQ, specifications, terms and conditions, or which change the intent of this RFQ are prohibited. Any unauthorized alterations will disqualify a response.

C. PRF74 - Management Consultants, Program Coordinators and Planner Services

Work awarded as a result of this RFQ is pursuant to statewide contract PRF74 Energy Consulting Services Designated DOER SWC. As such, all terms, conditions, contract rules, and Compensation Structure established in PRF74 shall apply. See the PRF74 User Guide for details.

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D. Massachusetts Public Records Law

All proposals and information submitted in response to this RFQ are subject to the Massachusetts Public Records Law, M.G.L., Chapter 66, Section 10, and to Chapter 4, Section 7, and Subsection

26. All information submitted as part of a respondent’s proposal shall be considered public information. Any statements in submitted proposals that are inconsistent with these statutes shall be disregarded.

E. Small Business Procurement

This is a small procurement targeted to small businesses participating in the Commonwealth's Small Business Purchasing Program (SBPP). DOER intends to evaluate bid responses from and to award a contract to a SBPP-participating business (es) who submit a bid that meets or exceeds the solicitation criteria only. If determined that there is inadequate SBPP capacity, or no SBPP-participating vendors provide a responsive bid, the Department will evaluate, and award bid responses received from non-SBPP businesses. To determine eligibility and to participate in the SBPP, please review the requirements and general program information at www.mass.gov/sbpp.1

F. No Guarantee of Resulting Contract

The Commonwealth makes no assurance that any services will be purchased from any contract resulting from this RFQ.

G. Questions and Answers

All questions must be submitted through the Q&A feature of this solicitation within Commbuys.

H. Contact Information

Responses to this RFQ will be received by:

Procurement Contact: Elizabeth Galvin Renewable Energy Program Coordinator Department of Energy Resources 100 Cambridge Street, 9th Floor Boston, MA 02114 Telephone: 617-626-7392 E-mail: Elizabeth.b.galvin@mass.gov RFQ Name: Clean Peak Energy Standard Program Administration Support RFQ Number: RFQ-ENE-2026-020

III. INTRODUCTION

The Massachusetts Department of Energy Resources (DOER) develops and implements policies and programs aimed at ensuring the adequacy, security, diversity, and cost-effectiveness of the

1 This procurement is not limited to business participating in the SBPP. Proposals will be expected from qualified PRF62 vendors.

http://www.mass.gov/sbpp mailto:Elizabeth.b.galvin@mass.gov

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Commonwealth's energy supply to create a clean, affordable and resilient energy future. To that end, DOER strives to:

• Ensure deployment of all cost-effective energy efficiency

• Maximize development of clean energy resources

• Create and implement energy strategies to ensure reliable supplies and improve the cost of clean energy relative to fossil-fuel based generation

The DOER is an agency of the Executive Office of Energy and Environmental Affairs (EEA).

IV. SCOPE OF WORK

The DOER is seeking a contractor to assist in administering the Clean Peak Energy Portfolio Standard (CPS), 225 CMR 21.00, pursuant to the enactment of Chapter 227 of the Acts of 20182 as well as any and all corresponding guidelines. Unless defined herein capitalized terms shall have the meaning as set forth in the proposed regulations.

The administrative support sought by DOER will involve review of Clean Peak Resource applications through the DOER established Statement of Qualification Application (SQA) process.

The applications will be submitted through the portal developed by DOER and its partners. This portal is designed to provide for a largely automated review process with the aim of improving the speed and efficiency of review for staff. The selected contractor hired to provide these services will not be involved in the development or maintenance of the application platform and will not have final approval of any applications as that authority will remain with DOER. Instead, the selected contractor will work within the online application platform under the direction of DOER.

There are some technical aspects to the review process, as detailed below, but the services sought by DOER are largely administrative in nature and should be provided by staff trained in the specific requirements of the CPS regulation and Statement of Qualification. Contractor’s staff having prior background and experience in portfolio standards or clean energy is necessary.

Clean Peak Standard Program Administrator (CPSPA)

This document describes the need for a Clean Peak Standard Program Administrator (CPSPA) supporting the CPS in Massachusetts. The general role of the CPSPA includes, but is not limited to the following:

• Review Clean Peak Resource applications against regulatory and guideline requirements

• Communicate information to applicants in a timely manner to enable them to correctly and accurately complete applications

• Report progress, issues, and budget to DOER regularly

• Maintain complete and secure data and records

• Such other matters as may be required by DOER from time to time

2 https://malegislature.gov/Laws/GeneralLaws/PartI/TitleII/Chapter25A https://malegislature.gov/Laws/GeneralLaws/PartI/TitleII/Chapter25A

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Task 1. Coordinate with DOER to review applications for Clean Peak Resources

1.1 Overview

The CPSPA will be responsible for the initial review of DOER-designated Clean Peak Resource applications. In coordination with DOER, the CPSPA will be required to establish efficient application review protocols and procedures for its staff to effectively utilize the application platform provided by DOER. This application platform will be housed on the Massachusetts Clean Energy Center (MassCEC) hosted Production Tracking System (PTS).3 CPSPA shall review applications through the DOER PTS portal that hosts the SQA platform and all application materials. DOER will provide the CPSPA with login credentials to enable the review of all applicants provided materials. The Statement of Qualification platform will host the entire evaluation process, from CPSPA review of data and transmittal of that data to DOER for final approval determinations. CPSPA may be required to work closely with the Massachusetts Clean Energy Center and the DOER to develop application templates for additional Clean Peak resources that will be allowed to enter the program.

The applicant will submit a Statement of Qualification through the portal, and a completed application will specify the resource type under which the qualification is requested. CPSPA will need to review all projects to ensure that the project meets the resource and multiplier eligibility requirements as outlined in the final regulations at 225 CMR 21.00 and CPS guidelines.

Where there are discrepancies, missing information, or otherwise incomplete or inaccurate applications, the CPSPA will return the application to the applicant, providing standardized messaging to the applicant indicating the reason for returning the application.

The DOER will ensure that the CPSPA project lead is fully trained on the functionality of the platform. CPSPA will be responsible for the training of any staff assigned to application review, including replacement staff as necessary.

The DOER will retain ultimate authority to qualify prospective Clean Peak Resources under the CPS. The CPSPA will provide the necessary review data for DOER to make the final approval determination of all applications under the CPS.

The CPSPA will be required to participate in weekly meetings to ensure issues and questions are resolved in a timely manner and that there is clear coordination between the CPSPA and DOER, as well as the MassCEC. DOER staff and CPSPA staff will be in regular communications about applications and applicant qualification.

1.2 Scope of Review

The following describes the anticipated scope of the review at this time. DOER reserves the right to add or delete specific details to the scope of review.

3 https://www.masscec-pts.com/ https://www.masscec-pts.com/

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There are four eligible resource types:

1. New RPS Class I eligible resources in operation on or after 1/1/19

2. Existing RPS Class I / Class II resources that are paired with a Qualified

Energy Storage System

3. Qualified Energy Storage Systems operating to primarily store and discharge renewable energy

4. Demand Response Resources

Resource eligibility evaluation by the CPSPA includes but is not limited to:

• New RPS Class I o The application portal will only allow resources that qualify to apply and will prevent a resource from being able to apply as this resource type if it is not a resource registered with the Massachusetts Clean Energy Center (MassCEC) Production Tracking System (PTS) with an operation date on or after 1/1/19. This designation should therefore be automatic and only requires a simple verification in the majority of cases, but it will be important to recognize in case of an error or discrepancy found in the review process.

• Existing RPS Class I/II o CPSPA will review and confirm that an existing RPS Class I/II resource is co-located with a Qualified Energy Storage System (QESS) that has:

a commercial operation date on or after January 1, 2019;

a nominal rated power capacity of at least 25% of the nameplate power rating of the RPS Class I/II resource; and a nominal useful energy of at least four hours at the nominal rated power o This review process will be automated in the application portal by the operation date provided by the resource when registering in the PTS so review will be a simple verification in the majority of cases but is important to recognize in case of an error or discrepancy found in the process.

• Qualified Energy Storage System (QESS) o CPSPA will review and confirm that an energy storage application meets the following criteria:

Has a commercial operation date on or after January 1, 2019;

Demonstrates it serves to primarily store and discharge renewable energy through one of the following methods:

• Co-location with an RPS Class I/II resource where the RPS Class

I/II resource must have a nameplate capacity of at least seventy-five percent (75%) of the nameplate capacity of the energy storage;

• Contractual pairing with an RPS Class I/II resource that demonstrates to DOER’s satisfaction that the energy storage system operates primarily to store and discharge renewable energy;

• Charging coincident with periods of typically high renewable energy production as a percent of the grid generation mix as will be defined in 225 CMR 21.05(1)(a)2c; or

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• Inclusion of an operational schedule in the energy storage system’s Interconnection Service Agreement demonstrating that the energy storage system serves to resolve load flow or power quality concerns otherwise associated with intermittent renewable energy resources.

• Demand Response Resources o The CPSPA will be the sole metering and data verification provider, utilizing the

PTS to support the Clean Peak Standard. As such, once a resource is qualified to participate in the CPS, all reporting will go through the PTS. The Department and the Program Administrator will collaborate on the design of the specific reporting requirements and guidelines for all resources but at the minimum, each qualified Clean Peak Resource must provide fifteen-minute interval data for the entire preceding month of performance.

Eligibility evaluation by the CPSPA also includes confirmation that appropriate multipliers are applied against the applicant in accordance with the final requirements in 225 CMR 21.00. The applicant will submit a Statement of Qualification through the portal, and a completed application will include all multipliers. While the Statement of Qualification application process will attempt to automatically assign multipliers based on submitted information (for example, registration with the PTS as a STGU in the SMART program is planned to automatically assign the SMART Multiplier), the CPSPA will review application materials to confirm Multipliers were appropriately assigned.

Detailed multiplier eligibility review includes but is not limited to:

• Existing Resource Multiplier o In most instances, it is anticipated that applications will arrive to the CPSPA with the correctly assigned existing multiplier. Applicants will have self-designated this multiplier by completing the application including the commercial operation date.

o CPSPA will review and confirm the date in service and confirm the Existing Resource Multiplier is appropriately assigned to resources with a commercial operation date prior to January 1, 2019.

• Contracted Resource Multiplier o CPSPA will review and confirm that the Contracted Resource Multiplier is appropriately assigned to:

Solar Tariff Generating Units (STGUs) participating in the SMART

Program

• In most instances, it is anticipated that applications of STGUs will be submitted with the correctly assigned Contracted Multiplier. The application portal will automatically assign this multiplier as part of registration.

Facilities with a contract with a Distribution Company approved by the DPU pursuant to 2008, c. 169, §§ 83, 83A, or 83C.

• Non-STGU facilities subject to the Contracted Multiplier are anticipated to self-identify during the Statement of Qualification application. While there is a chance for mistakes in manual entry, 8 | P a g e

DOER does not anticipate a high volume of non-STGU facilities subject to the Contracted Resource Multiplier.

• SMART Energy Storage Resource Multiplier o CPSPA will review and confirm that the energy storage system is participating in the SMART program.

• Resilience Multiplier o CPS applicants are expected to self-select if they believe the facility is eligible for the Resilience Multiplier. The CPSPA will be responsible for confirming an applicant is eligible for the multiplier by: confirming the proposed equipment is capable of islanding, confirming the equipment is proposed to be installed in a configuration which would enable islanded operation, confirming there is an RPS eligible resource onsite, and determining that any other eligibility requirements as outlined in the final regulations at 225 CMR 21.00.

o Multiple CPS resources may be registered at a single site, each of which may be eligible for the Resilience Multiplier (e.g. solar + storage + demand response, if all can operate in an islanded manner, all may be eligible for the multiplier). The Statement of Qualification portal is anticipated to automatically link all CPS resources at a single facility to simplify the review of eligibility of multiple resource types at a single location for assessment of resilience multiplier eligibility.

• Distribution Circuit Multiplier o Distribution Circuit Multiplier is anticipated to be automatically generated based upon applicant information and an updated lookup table. If more than one Distribution Circuit Multipliers are implemented, the CPSPA is anticipated to be responsible for confirming correct Distribution Circuit Multipliers are assigned to projects.

• Near Term Resource Multiplier o Near Term Resource Multiplier applies to standalone front of the meter systems that have not been qualified prior to January 1, 2025. The Department shall set an initial eligibility cap for the Near-Term Resource Multiplier of 50 MW of cumulative Qualified Energy Storage System capacity. The CPSPA is responsible for confirming that an applicant has a capacity reservation before applying the multiplier at the time of application approval.

1.3 Application Review Deadline

The result of the CPSPA Task 1 evaluation work will be complete applications fully reviewed and ready for DOER final approval and qualification.

The CPSPA shall ensure that all complete DOER-designated Clean Peak Resource applications are reviewed accurately and submitted to DOER for approval within 30-days of submission of the complete application as determined by the CPSPA. Should DOER find errors in the CPSPA review, DOER will provide that feedback to the CPSPA for correction. This accuracy check must be incorporated in the 30-day review period.

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Task 2. Act as a central point of contact for applicants to the CPS

The CPSPA will be responsible for providing customer application and eligibility support to applicants involved in the CPS, including the general public, Clean Peak Resource owners, and Authorized Agents. Minimum service level requirements shall include, but not be limited to hours of operation, maximum wait times, chat functionality, email notifications of application receipt and processing, and customer satisfaction measurement and minimum attainment standards. The DOER and CPSPA will coordinate to develop standardized communications for incomplete applications and notice to applicants of common discrepancies and application errors which are returned to the applicant for corrective action. Minimum service level requirement may be assessed by metrics on CPSPA work performed in the Statement of Qualification portal as implemented by the DOER.

The DOER and CPSPA will coordinate to establish procedures for ensuring that issues that require the attention of the DOER are brought forward to the appropriate individuals and shall work to establish an ongoing protocol for resolving specific types of questions, issues, and disputes. The CPSPA will not be responsible for customer support once a resources’ application has been approved by DOER and the resource has received a Statement of Qualification.

Task 3. Analysis and Opportunities for Continuous Improvement

The CPSPA may be responsible for providing analysis on CPS application metrics, such as frequency of applications reviewed and not approved. Analysis may also include review time required vs. applicant size, complexity, or relevant multipliers. The analysis will be informed by metrics tracked within the Statement of Qualification platform administered by the DOER and MassCEC.

Such analysis may inform DOER and CPSPA of opportunities to improve the Statement of Qualification platform, application process, and evaluation process to improve program-wide efficiencies.

Analysis shall not be conducted without specific from DOER and approval of the budget necessary to accomplish this analysis.

V. TASK SCHEDULE

The CPSPA shall prioritize and complete the Scope of Work according to the following schedule:

General Schedule Requirements

The CPSPA shall meet the 30-day review timeline outlined in Task 1.

On-Boarding Process, Schedule, and Metrics

The DOER will establish an on-boarding process with the CPSPA to ensure proper training, efficient review, and cost-effective service delivery.

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• DOER will provide full training to project leads within 1 month of contract kick off

• Project leads will then be responsible for training the remainder of the staff

• Project leads will be responsible for training any new staff as they join the team, ensuring smooth and seamless transitions at all times.

• During the first quarter of project work, DOER will also assign internal staff to complete the application review tasks as described in Task 1. This staff team will follow the same application review training and protocols as the consultant team. This staff will not review the same applications as the consultant team, but applications in the same queues so that all categories of applications are covered and there is no duplicative work done

• Monthly performance metrics for all individuals performing the tasks will be collected.

The first quarter report will be used to compare application review performance metrics amongst DOER and consultant review teams and establish baselines for expected processing times and best practices. Metrics may include but are not limited to length of time to complete a review and review accuracy as determined by DOER approver

• Following the first quarter, the consultant application review team will be expected to meet the performance metrics developed in coordination with DOER

The CPSPA shall meet the deliverables timeline as outlined in Section VI and within the budget outlined in Section VII

VI. DELIVERABLES

Key deliverables listed below and as directed by DOER, to be completed by the selected consultant include but are not limited to:

• Ongoing:

o Submission of reviewed applications, ready for DOER approval, within the 30-day timeframe designated by DOER.

o Meetings to discuss issues and questions as necessary and requested by DOER.

Regular weekly meetings will be standard, but additional meetings may be scheduled at DOER’s sole discretion.

o Tracking of review progress Note: This will be tracked automatically within the application portal.

DOER will monitor this data but will also request random reports that are pulled from the platform and analysis of said reports as outlined in Task 3.

• Monthly tracking report of application review performance metrics to be determined in coordination with DOER and delivered on the 5th day of the following month. The monthly report should also note changes in staffing supporting the program and status of contract budget and expenditures.

• Quarterly written reports summarizing performance and noting progress, challenges, and recommendations for process improvement to be delivered on April 15, July 15, October 15, and January 15 of each year. Other report metrics to be determined in coordination with

DOER.

• Annual written report to be developed in coordination with DOER to be delivered on February 15 of each year.

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Weekly reporting of applications with current status’ including approved, denied, DOER – Approval.

VII. BUDGET STRUCTURE

Because the number of applications and the anticipated time for review of each application cannot be fully anticipated at this time, DOER is requesting a rate-based budget with a defined maximum. The maximum budget for the administrative support sought by DOER for this project is four hundred thousand dollars ($400,000). A response to this RFQ should include a comprehensive budget broken down by tasks, staff category (for example, project lead, application reviewer, project analyst, administrative staff), and hours. A full rate table clearly outlining rates by staff category is required. The tasks are aimed at successfully and efficiently reviewing Statement of Qualification applications and should be prioritized within any budget submitted with no more than seven percent (7%) of the budget to be spent on overhead-related functions such as, for example project management.

VIII. QUALIFICATIONS AND EXPERIENCE

• Knowledge and full comprehension of the Clean Peak Energy Portfolio Standard, with specific focus on resource eligibility and qualification criteria

• Knowledge of existing renewable energy, energy efficiency, and energy storage incentive program structures, with an emphasis on existing Massachusetts programs

• Experience with clean energy incentive program application platforms

• Direct experience and experience in training staff in evaluating clean energy resource applications

• Direct experience and experience in training staff in communicating with participants in public clean energy incentive programs

• Direct Experience and experience in training staff in swift, efficient and accurate application review within an online application platform.

• Ability to recruit, train and maintain an application review staff through fluctuating need.

• Historic knowledge of the program’s implementation

IX. CONTRACT INFORMATION

A. Funding availability /duration of contract

The contract(s) awarded pursuant to this RFQ-ENE-2026-020 will be awarded as a rate-based contract with a maximum dollar amount not to exceed four hundred thousand dollars ($400,000).

The anticipated contract duration is thirty-six (36) months from the contract effective date, with two, twelve (12) month renewal options on the same terms and conditions as provided under statewide contract PRF74. The DOER reserves the right to hire a consultant for a limited scope of work if necessary to meet the budget parameters.

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B. Contract expansion

If additional funds become available during the contract duration period, DOER reserves the right to increase the maximum obligation to the contract executed as a result of this RFQ-ENE-2026- 020 with related additional tasks to be determined by the mutual written agreement of the parties consistent with the terms of statewide contract PRF74.

C. Consultant’s responsibility and invoicing

The selected consultant will be responsible for timely completion of the requirements described above and as directed by DOER. The selected consultant must assume overall responsibility for coordinating and completing all deliverables contained in the resultant contract. All invoices must be submitted to DOER on a schedule and in a format to be agreed upon by DOER and the selected consultant. Invoices shall include sufficient back-up documentation to support the amount being invoiced.

D. The Commonwealth’s responsibility

The Commonwealth's Project Manager will be responsible for overseeing and managing all tasks undertaken by the selected consultant, including but not limited to developing a Statement of Work; reviewing, commenting and approving work plans and subsequent deliverables;

coordinating with DOER and other program staff; approving invoices promptly; and reviewing and preparing work products for reports.

X. PROPOSAL REQUIREMENTS

Respondents to RFQ-ENE-2026-020 must respond via Commbuys and must also submit an electronic proposal to Elizabeth.B.Galvin@mass.gov by 4:00 P.M. on December 1, 2025. Late proposals will not be accepted. Faxed proposals will not be accepted. Proposals should not be submitted in an elaborate format that includes expensive binders or graphics. Unnecessary attachments beyond those sufficient to present a complete, comprehensive, and effective response will not influence the evaluation of the proposal. Each page of the proposal should state the name of the bidder, and the page number.

Respondents must provide the following sections in their proposal.

1. A narrative, not to exceed ten (10) pages, including:

a. Description of proposed approach to meeting the tasks and objectives set forth in this RFQ

b. Overview of team qualifications, including the team’s project management structure. Full team member resumes may be submitted as attachments but do count toward the ten (10) page limit. Proposals that include any partnerships or sub-contracting relationships must designate one party as the lead consultant and identify the team of subcontractors (collectively referred to as consultants).

mailto:Elizabeth.B.Galvin@mass.gov

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c. Examples of previous projects that demonstrate experience with similar consulting for governmental entities, or other relevant experience.

2. A schedule of activities, including key milestones and outcomes for the proposed approach.

The schedule shall define a clear timeline for achieving the project objectives and tasks.

3. Respondents must provide overall project pricing based on hourly rates for personnel assigned to the project. In no instance can any hourly rate exceed the maximum billing rates established in statewide contract PRF74. Consultants must include all ancillary services in the project price. DOER under no circumstance will pay additional costs related to the project unless previously agreed to by both parties.

XI. PROPOSAL EVALUATION

The selected consultant needs to demonstrate the experience, ability, and skills to complete projects of this type on time and within budget.

All proposals received by the due date and meeting the requirements established in this RFQ will be reviewed and evaluated by DOER staff. The evaluation will include, but will not be limited to, the following criteria:

1) Completeness and clarity of the proposal

Respondent presents a plan of approach to achieve end deliverables that is very logical, well thought through, takes into consideration all stakeholders, and fully addresses all elements stated in the RFQ. Demonstrates an understanding of the tasks required for

2) Respondent’s experience with similar projects

Respondent has demonstrated experience working on similar type projects and demonstrated background in reviewing clean energy resource applications and communicating with stakeholders.

3) Price

Respondent presents a comprehensive budget broken down by tasks, staff category (for example, project lead, application reviewer, project analyst, administrative staff), and hours. A full rate table clearly outlining rates by staff category is required. A successful bidder will acknowledge and adhere to the prioritization of application review-related tasks as outlined in Section VII above.