RFP NO. BWP-2026-007 - ELECTRIC INTEGRATED RESOURCE PLAN.pdf

TABLE OF CONTENTS

1. City Information ............................................................................................................... Page 4

2. Background ..................................................................................................................... Page 4

3. Content Requirements ..................................................................................................... Page 5

4. Scope of Requested Services ......................................................................................... Page 9

5. Information to be provided by BWP ............................................................................... Page 13

6. Qualifications ................................................................................................................. Page 14

7. Quality of Work .............................................................................................................. Page 14

8. Proposal Requirements ................................................................................................. Page 14

9. Questions during Proposal Preparation ........................................................................ Page 17

10. Proposal Submission and Deadline .............................................................................. Page 17

11. Consultant Selection and Evaluation ............................................................................. Page 18

12. Proposal Limitations and Rejection ............................................................................... Page 20

13. Contract Requirements ................................................................................................. Page 20

14. Attachments .................................................................................................................. Page 21

A. Bidder’s Proposal ............................................................................................... Page 22 B. Consultant Proposal Questionnaire .................................................................... Page 24 C. Sample Professional Services Agreement ......................................................... Page 28

REQUEST FOR PROPOSALS (“RFP”)

The City of Burbank (City) Water & Power Department is soliciting competitive proposals from qualified firms to contract for:

ELECTRIC INTEGRATED RESOURCE PLAN

RFP NO. BWP-2026-007

PROCUREMENT SCHEDULE

The anticipated schedule for this competitive selection process is listed below. The schedule is subject to change at the sole discretion of the City. Please check our PlanetBids website for the latest schedule.

Procurement Phase Date

RFP Release September 11, 2026

Deadline for submission of written questions or requests for clarification

September 29, 2026 by 2:00 PM

PST

Proposals Due October 8, 2026

Interviews / Reference Checks October, 2026

Notice of Intent to Award published November, 2026

PROPOSALS MUST REMAIN VALID FOR 120 DAYS FROM DUE DATE.

ACKNOWLEDGEMENT OF TERMS OF RFP

By submitting a proposal, Respondent acknowledges receipt of all content of the RFP package as delivered electronically and hereby attests to non-collusion regarding the competitive opportunity and any price submitted. Respondent acknowledges and accepts the terms of this solicitation, including any addenda, which will become part of any resultant agreement, and agrees that the terms as listed will supersede any conflicting contractual terms and/or conditions specified elsewhere. Respondent certifies that the information provided in its submission is complete, including the full disclosure of all sub-contractors, suppliers, joint-ventures, teaming agreements and the like, and that the information submitted is true and accurate to the best of its personal knowledge.

Respondent confirms that the signing party is an authorized representative of the entity submitting the proposal and has the individual authority to submit this proposal electronically on behalf of the entity and to bind the entity to all information set forth herein.

Date:

Company Name:

*Authorized Signature Name Title

*Authorized Signature Name Title

*If the contracting party is a corporation, two (2) signatures are required: one (1) signature by either the

Chairman of the Board, the President or any Vice President; and one (1) signature by either the Secretary, any Assistant Secretary, the Chief Financial Officer or any Assistant Treasurer. The signature of one person alone is sufficient to bind a corporation, as long as he or she holds corporate offices in each of the two categories described above. In the alternative, a single corporate signature is acceptable when accompanied by a corporate resolution demonstrating the legal authority of the signatory to bind the corporation.

RETURN THIS COVER PAGE WITH YOUR PROPOSAL – LATE, EMAILED,

MAILED, HAND DELIVERED, OR FAXED SUBMISSIONS WILL NOT BE

ACCEPTED.

REQUEST FOR PROPOSALS (“RFP”)

ELECTRIC INTEGRATED RESOURCE PLAN

RFP NO. BWP-2026-007

PROCUREMENT SCHEDULE

The City of Burbank Water and Power (BWP) is asking for proposals for the development of its electric Integrated Resource Plan (IRP) for a 30-year planning horizon between 2028 and 2058, including organizing and leading public stakeholder engagement events.

1. CITY INFORMATION

The City of Burbank was incorporated in 1911 and currently has a population of approximately 105,000 residents. The City operates under the Council-Manager form of government. The City’s fiscal year begins on July 1 and ends on June 30.

Burbank is the fourteenth largest city in Los Angeles County and is located northeast of Los Angeles in the foothills of the Verdugo Mountains. Burbank is traversed by the Golden State (5) and Ventura (134) freeways and home to Hollywood Burbank Airport.

Burbank is noted for its excellent residential areas, schools, shopping facilities, libraries, parks, hospitals, business environment, and motion picture production companies.

Burbank is one of the most livable cities in Southern California, with beautiful well-established residential neighborhoods, a walkable downtown district, a top-rated school system, and numerous parks and recreational facilities located all within the 17.3 square miles of the City. The Burbank Town Center mall offers a choice of more than 170 retail shops, restaurants, entertainment venues and lifestyle choices. The Empire Shopping Center is one of Los Angeles’ highest grossing shopping centers and is the go-to destination for major national retailers and great restaurants. Burbank offers a variety of other banking, financial, entertainment and business institutions that increase the daytime population to well over 250,000.

2. BACKGROUND

The City has contracted to be a purchaser in the Intermountain Renewal Project, a hydrogen and natural gas-fired combined-cycle plant under development in Utah. This new plant replaced the existing coal-fired generating units at the Intermountain site and includes the ability to co-fire hydrogen (this occurred in 2025). The project is expected to use the long-term hydrogen storage made possible through underground salt caverns local to the site, which will enable seasonal energy storage as well as support the transition to continuous 100% hydrogen-fired operations. The new plant is expected to operate with natural gas as the majority fuel source upon the commercial start of operations. Through stepped increases to the hydrogen supply over time, the project is expected to be fueled with 100% carbon-free hydrogen by 2035.

The Magnolia natural gas-fired power plant, a Southern California Public Power Authority (SCPPA) project operated by BWP, is expected to continue operating as the City transitions its power supply to renewable and carbon-free sources. Burbank is interested in using renewable natural gas and carbon-free hydrogen as the two fuel sources are developed in the future to produce part and eventually all of its generated energy at the Magnolia power plant as renewable energy.

Burbank’s electric utility operates within the metered boundaries of the Los Angeles Department of Water and Power (LADWP) Balancing Area (BA) and must provide energy, regulation, and reserves necessary to supply Burbank’s native electric load while balancing variable solar and wind resources. LADWP has become a participant in the California Independent System Operator’s (CAISO) Energy Imbalance Market (EIM), and it intends to become a participant in the Energy Day Ahead Market (EDAM).

Burbank is not currently participating in the EIM and the EDAM, but is currently in the process of determining the feasibility, costs, and benefits of such participation.

Burbank has legacy point-to-point long-term transmission rights on the LADWP transmission system, allowing access to geographically diverse energy resources in neighboring states. BWP does not perform its own long-term transmission planning and seeks to have the proposed resource plans consider procurement compatible with Burbank’s existing transmission rights, make recommendations on new transmission and renewable energy capacity that it could integrate, and evaluate alternatives such as renewable natural gas in the Magnolia generator. Burbank is also interested in working with a consultant to perform long-term transmission evaluations, including a potential change of the electric utility load to another balancing area, and this work is envisioned to begin through a separate request for proposals.

3. IRP CONTENT REQUIREMENTS

While the primary purpose of the IRP is to address BWP’s planning needs, a secondary but important goal is for the IRP to fulfill certain State of California compliance requirements, as required under California Public Utilities Code §9621 and as promulgated by the California Energy Commission (CEC)’s Publicly Owned Utility Integrated Resource Plan Submission and Review Guidelines (Guidelines). The Guidelines and tables are publicly available in electronic format at https://www.energy.ca.gov/rules-and-regulations/energy-suppliers-reporting/clean-energy-and-pollution-reduction-act-sb-350-0. The Guidelines may be updated, and the IRP must follow the updated Guidelines. The selected Consultant must comply with the updated IRP guidelines. The Consultant shall review and be familiar with the Guidelines (and any updates to them) and incorporate them into their proposal. The

Consultant will be required to ensure that its work in this engagement shall comply with California Public Utilities Code §9621 and the Guidelines.

3.1 IRP Content Requirements and Production Cost Modeling Requirements

The Guidelines specify the following standard topics to be addressed in IRPs by all POUs. The BWP 2028 IRP will address these topics, with material developed by the Consultant as described in this RFP, combined with material to be developed by BWP staff. This list is not exhaustive, and if the consultant believes additional items are warranted, they should be identified in the proposal. The Consultant shall develop a production cost model to show compliance with state mandates, balancing authority mandates, federal mandates, etc. (including but not limited to Renewable Portfolio Standard (RPS), greenhouse gas (GHG) emissions, Low-Carbon Fuel Standard (LCFS), etc.).

A. Demand & Energy Forecast

The Consultant will, together with BWP staff, develop and propose demand and energy forecasts for Burbank’s electric load across the planning period necessary to perform the work, in compliance with the Guidelines.

1. Develop a peak forecast (MW), annually and monthly

2. Develop an energy forecast (MWh) annually, monthly, and hourly

B. Resource Procurement Plan

i. Diversified Procurement Portfolio

a. Data sufficient to demonstrate a diversified procurement portfolio including short- and long-term electricity, electricity-related, and demand response products

b. This includes term, location, resource type, etc.

ii. RPS Planning Requirements

a. Forecasted RPS Procurement Targets

b. Renewables Procurement Forecast

c. RPS Procurement Plan

d. Supplemental Information Regarding RPS Compliance

e. Analyze the ability to bring in resources using existing/grandfathered transmission rights and transmission service agreements.

f. Analyze the potential to enter into additional transmission rights, under the LADWP BA or another BA, to meet SB 100, SB 1020, and SB 350, and other regulatory requirements or to meet any of the requirements of the portfolio scenarios.

i. Assistance in identifying the location, price, term, magnitude, etc. of additional transmission if/when it is needed.

iii. Energy Efficiency and Demand Response Resources

a. Data sufficient to demonstrate plans for efficiency programs that result in a 63 GWh reduction in retail customer energy use by 2030

b. Recommendation for demand response programs (type, size, etc.)

c. Recommend and develop planned price-sensitive programs or rate types, including, but not limited to, Time of Use (TOU) rates.

iv. Energy Storage

a. A narrative assessment of how energy storage (examples include both short-term and long-duration) may be used to address solar over-generation and ramping requirements, but should include transition periods where excess energy will need to be handled via energy storage options (including both fossil fuel and renewable energy).

b. Appropriate applications of storage behind-the-meter (BTM) at renewables projects, BTM at customer premises, on the BWP distribution system, and on the transmission system.

c. The amount of multi-hour storage that might cost-effectively mitigate over-generation and ramping issues.

d. Any quantitative information regarding the cost-effectiveness of multi-hour storage.

e. Model storage options as part of production cost modeling

v. Transportation Electrification

a. SB 437 requires utilities to discuss transportation electrification customer outreach programs as well as assess rate design across all transportation sectors.

b. POU to include electric load and GHG impacts of transportation electrification activities included in the IRP.

c. Compliance with SB 676, which “IRPs adopted on or after January 1, 2020, require each POU to consider establishing electric vehicle (EV) grid integration strategies that are in the best interests of ratepayers and that reflect the local publicly owned electric utility’s estimated electrical demand attributable to electric vehicle charging.”

C. System and Local Reliability (as it applies to the LADWP BA and any other

Balancing Authorities modeled)

i. Reliability criteria for peak demand, including installed reserve capacity

ii. Local Reliability, including discussion of any areas that are transmission-constrained

iii. Flexible Capacity

a. Information sufficient to demonstrate the plan has sufficient flexible capacity to handle solar over-generation and ramping requirements

b. Estimates of solar over-generation and curtailment, and conditions under which it will likely occur

iv. Discuss and analyze options (pricing and joining the California

Independent Systems Operator (CAISO) through either the Energy Day Ahead Market (EDAM) and/or the Energy Imbalance Market

(EIM))

D. Greenhouse Gas Emissions (GHG)

i. Information sufficient to demonstrate compliance with GHG emissions reduction goals

ii. Narrative to support assumptions, planned programs to achieve planned GHG reductions

iii. Compliance with the most recent California Air Resources Board (CARB) Scoping Plan GHG targets for each utility (information on the most recent CARB Scoping Plan meetings can be found here:

https://ww2.arb.ca.gov/our-work/programs/ab-32-climate-change-scoping-plan/scoping-plan-meetings-workshops)

E. Retail Rates

i. A report or study of the impact of all scenarios/portfolios developed for the IRP plan on the impacts to customer rates.

F. Transmission and Distribution Systems

i. Bulk Transmission System

a. A narrative on any bulk transmission reliability concerns and plans to mitigate them

b. Identify any enhancements needed to the bulk transmission system to meet SB 100, SB 1020, and SB 350 and other mandates for RPS and GHG.

c. Identify any enhancements needed to transmission sources inside and outside Burbank’s system.

d. Production cost modeling must include the transmission path to bring resources to BWP’s load (this would be developed in close coordination with BWP staff).

ii. Distribution System

a. A discussion of any distribution system reliability concerns

b. Planned upgrades or enhancements to the distribution system, including reliably integrating distributed generation.

c. Upgrades to information or communications technology to integrate demand-side management

iii. Do an analysis of transmission rights and needs, within and outside the LADWP BA.

a. Conduct a transmission analysis study to highlight additional transmission sources and needs to comply with the state’s renewable portfolio standard and zero-carbon resource goal, consistent with SB 100, SB 1020, and SB 350.

b. Identify any enhancements needed to distribution inside and outside Burbank’s system

G. Localized Air Pollutants and Disadvantaged Communities

i. Information sufficient to demonstrate the POU achieves the goal of minimizing localized air pollutants, with early priority on disadvantaged communities

ii. IRP must include discussion of current programs and policies to address local air pollution, new and existing emissions reduction programs focused on disadvantaged communities, and efforts to identify disadvantaged communities in POU’s territory.

iii. Numerous CEC suggestions for potential POU efforts for disadvantaged communities. Some examples:

a. Maximizing energy efficiency savings

b. Building electrification retrofits

c. Transportation electrification projects and programs

d. Community solar

e. Workforce training

f. Financing for clean energy improvements

g. Carbon capture and sequestration

H. Standard Data Tables. The CEC provides and requires the use of standard tabular formats for summarizing typical IRP results for each preferred scenario.

These include the following (however, these may be updated, and we need to comply with the updated tables listed below and found here https://www.energy.ca.gov/rules-and-regulations/energy-suppliers-reporting/clean-energy-and-pollution-reduction-act-sb-350-0 ):

i. Capacity Resource Accounting Table (CRAT). Annual peak capacity requirements in MW, and contributions of existing and future resources to meet them.

ii. Energy Balance Accounting Table (EBAT). Annual energy (GWh) needs, and the amount procured from each resource in the portfolio

iii. Renewables Portfolio Standard (RPS) Compliance. How the proposed plan meets the SB 350 requirement of 50% RPS by 2030

iv. GHG Emissions Accounting Table. Projected annual GHG emissions attributed to each generation resource, demonstrating that the plan is in line with emissions reduction goals of SB 32 and SB 350

4. SCOPE OF REQUESTED SERVICES

Project tasks shall include, but are not necessarily limited to, the following. If the consultant believes that additional tasks are warranted, they must be clearly identified in the consultant’s proposal.

2.1 Task 1: Develop and analyze up to 8 power resource portfolios/scenarios across the planning period.

Consultant shall develop or otherwise provide all estimates and assumptions required to perform any analysis as required to identify the recommended action plans.

This Task 1 would include, but not be limited to:

A. Must meet the IRP Content Requirement and Production Cost Modeling Requirements as listed in Section 3.1

B. Develop Modeling Factors

i. Develop and propose all necessary input assumptions, such as, but not limited to, fuel price forecasts, wholesale power forecasts, future daily BWP load shape impacts of customer adoption of energy efficiency, demand response, renewable energy, energy storage, or transportation electrification programs or technologies, and cap and trade allowance cost forecasts to address the 20-year planning horizon. BWP will approve all the proposed modeling inputs prior to performing the analysis.

ii. Identify ratepayer impacts.

iii. Review and define per Section 4.2A herein BWP Resource Adequacy

(RA)/reliability requirements for both installed capacity and operationally flexible capacity in a world of increasingly high levels of renewable energy.

iv. Review and observe IRP format and compliance requirements available in electronic format at https://www.energy.ca.gov/rules-and-regulations/energy-suppliers-reporting.

C. Develop, Model (via production cost model), and Analyze Electric Resource

Portfolio Scenarios

i. Work with BWP to define 8 candidate alternative resource/scenarios portfolios.

a. 5 Scenarios/Portfolios to be defined by BWP

i. At least one portfolio will address SB 100, SB 1020, SB

350, SB 100 and any subsequent related bills' requirements (60% Renewable Portfolio Standard or RPS by 2030 and 100% zero-carbon resources by 2040).

ii. At least one portfolio shall address the possibility of meeting a 90% zero-carbon resource portfolio by 2035 and 95% zero-carbon resource portfolio by 2040.

b. 3 Scenarios to be defined by the stakeholder group, in conjunction with BWP

ii. BWP has developed a spreadsheet to track all portfolios in order to do a comparative analysis (including costs, MWH, RPS compliance, GHG, etc.). The Consultant is to include their data in this formatting. Define and present at least one planning scenario that fulfills all requirements of PUC Section 9621. Perform detailed technical and economic modeling incorporating BWP operational constraints. NOTE: BWP is not a CAISO https://www.energy.ca.gov/rules-and-regulations/energy-suppliers-reporting https://www.energy.ca.gov/rules-and-regulations/energy-suppliers-reporting member. BWP dispatches its own resources as a vertically integrated utility within the metered boundaries of the LADWP Balancing Authority (BA). Burbank manages its system load to generation balance, while not a balancing area operator, it must operate to control its own area control error. At no time shall Task 1 assume that BWP has access to transmission rights, other than those in the LADWP BA or those to which they have a transmission service agreement (unless BWP staff provide direction otherwise, such as modeling a scenario where BWP is part of another balancing authority). The Consultant shall clearly identify if mandates for the Renewable Portfolio Standard and zero-carbon, set by SB 100, can be met with current transmission rights, and if not, the Task shall include the next steps that need to occur to meet Task 1.

2.2 Task 2: Related Consulting Services

Concurrent and consistent with Task 1, the Consultant shall perform the following associated consulting services:

A. Evaluate BWP resource adequacy requirements.

Review and define BWP’s resource adequacy (RA) needs for both installed capacity/peak demand, and operational requirements in a world of increasingly high levels of renewables (i.e., the California “Duck Curve”). Among other things, this shall include the capacity value of renewables and how to address the Duck Curve ramping on an operational basis.

Pursuant to provisions of the Energy Policy Act of 2005, the Federal Energy Regulatory Commission (“FERC”) has certified the North American Electric Reliability Corporation (“NERC”) as the “electric reliability organization” responsible for establishing and enforcing reliability standards (“Reliability Standards”) for certain owners, users, and operators of the nation’s bulk power system. NERC, in turn, has entered into a FERC-approved Delegation Agreement with the Western Electricity Coordinating Council (“WECC”) pursuant to which WECC has responsibility for enforcing compliance with the Reliability Standards in the Western Interconnection.

California Public Utilities Code Section 9620(b) requires that POUs meet the most recent minimum planning reserve and reliability criteria approved by WECC. The California Public Utilities Commission (CPUC) promulgates RA rules for investor-owned utilities in the state, and CAISO’s tariff Section 40 defines RA requirements for CAISO members. POUs such as BWP are not subject to CPUC regulation. And, as a non-CAISO member, BWP is not subject to CAISO tariffs. Therefore, BWP desires an assessment of its RA needs as a basis for future capacity and operational requirements to be included in the

IRP.

B. Renewable Energy Delivery versus Non-Delivery (RECs) In the context of RPS compliance, the Consultant shall review and recommend the appropriate BWP mix of renewable energy delivery and non-delivery (Renewable Energy Credits, or RECs) throughout the planning period.

C. Implications/a study for BWP of LADWP Balancing Authority (BA) Joining the CAISO EIM and implications of joining another BA, specifically CAISO.

The Consultant shall review and qualitatively describe the potential implications for BWP of the LADWP Balancing Authority joining the CAISO’s Energy Imbalance Market (EIM) during the planning period, and how such a transition may affect the preferred BWP plans determined in the modeling effort of Task

1. The Consultant should concurrently analyze the impacts of BWP joining the CAISO and the implications on existing and future resources. This shall include costs to join the CAISO and CAISO EIM (including scheduling software, additional staffing, additional costs, and additional compliance requirements), as well as additional access to renewable resources. Please review the options of joining the CAISO with LADWP or independently.

The transmission study shall incorporate: analysis on the need for additional resources to meet SB 100 SB 1020, SB 350, SB 100 and any subsequent related bills requirements for renewable resources and zero-carbon resources, the impact of existing transmission lines and rights, how and if BWP can meet SB 100 SB 1020, SB 350, SB 100 and any subsequent related bills with existing transmission rights and options available for the future.

D. Energy Storage For the IRP Project Report, the Consultant shall include in its Draft Project Report a proposed BWP response to Guidelines Section F.4 regarding Energy Storage (all types), including applications both behind the meter and on the distribution system. The Consultant shall consider projected storage costs for future time frames of 5, 10, and 15 years in its storage assessment under this Section of the RFP.

2.3 Task 3: Communicate Results

A. Written Reports. Prepare a detailed, comprehensive written Project Report in Microsoft Word format explaining the inputs, analytical methodology and tools used, resources, key results, implications, sensitivities, and resource recommendations, including preferred plans and rationale for them. This report will be used to develop slides that will explain the outcomes of the analysis to BWP stakeholders and will be included in the overall IRP report to be drafted by BWP. The Project Report should be written in consideration of such an audience. It shall include an Executive Summary of the Consultant’s work for insertion into the main body of the primary IRP report, and a Supplemental Information section that describes the details of the Consultant’s work that will be combined with other BWP details in a Supplemental Information volume for the IRP. The Project Report will be prepared and delivered in the following two steps:

i. Draft Project Report. A draft report will be provided for BWP’s review and comment no later than January 1, 2028.

ii. Final Project Report. The Consultant shall incorporate BWP review comments on the Draft Project Report that shall be provided to consultant within 30 days following BWP receipt of the Draft, and provide a Final Project Report not later than March 1, 2028

B. Presentations & Stakeholder Engagement. At BWP’s sole discretion, the Consultant may conduct at least three to six community town hall customer engagement meetings on the IRP. In addition, the Consultant shall lead the Stakeholder Technical Advisory Group (made up of BWP ratepayers and representatives), for at least six to twelve meetings on the IRP. As part of this, the Consultant will prepare materials and provide assistance on updates on the IRP progress to Boards, Commissions, City Council, and other public agencies.

i. This line item shall be included as a line item price for Stakeholder

Engagement (travel costs, staff time, etc.).

ii. This might also be done solely by BWP staff.

C. Documentation. At the conclusion of the project, in addition to the Final Project

Report, the Consultant shall provide electronic copies of all data, inputs, outputs, tables, graphs, and forecasts used in the development and modeling of the scenarios and alternative plans. All documentation and deliverables shall be in form and substance reasonably satisfactory to BWP.

5. INFORMATION AND SERVICES TO BE PROVIDED BY BWP

For purposes of the Consultant’s cost estimation for performing the work, BWP shall provide the following data and services:

A. Full access to any and all existing plans, documents, and records relevant to the performance of the contract B. Historical hourly load data on the Burbank electric system C. Projections of impacts on the load forecast developed by or available to BWP from currently-planned BWP customer program activities for:

i. Information on BWP energy efficiency efforts

ii. Information on current BWP transportation electrification efforts

iii. Information on BWP current rate design changes and efforts

iv. Information on-site solar photovoltaic (PV) and storage installations

v. Information about other customer on-site generation

D. Background data to support development of Resource Adequacy (RA) requirements applicable to BWP

i. Installed capacity

ii. Operating reserves

iii. Information/documents/agreements that addresses BWP’s reserve requirements under the LADWP BA E. Data on current and planned supply resources

i. Information on existing BWP transmission resources, resource contracts, RECs, etc., to enable production costs modeling efforts.

6. QUALIFICATIONS

The Consultant must have substantial experience and history in the analysis and design of utility integrated resource plans and associated modeling. The Consultant must currently maintain a regular staff of qualified experts with this experience. The Consultant must have prepared a number of IRPs for utilities of similar size or larger than BWP in the past 5 years, including publicly owned utilities.

7. QUALITY OF WORK

BWP expects the work performed by the Consultant to be of the highest professional quality. Before release of any project work for final review by BWP, the Consultant shall perform sufficient levels of internal review to ensure that the work is correct, accurate, complete, and near error-free. Should it appear, as BWP begins its review, that an item does not meet this standard, the item will be returned without further checking to the Consultant for another complete internal review.

8. PROPOSAL REQUIREMENTS

One (1) hard copy of the complete proposal, as well as one electronic copy of the proposal, shall also be submitted. Proposals will be rejected if submitted only in electronic format. Any general or promotional material not specifically relevant to the project shall be omitted or bound in a separate document and separate electronic file. The proposal shall contain: 1) a cover letter, 2) an administrative/technical section, 3) an estimated fee proposal section, and 4) the completed Consultant Proposal Questionnaire, as follows:

8.1 Cover Letter

The cover letter will introduce the proposal and explain any exceptions taken.

8.2 Administrative/Technical Section

A. Name of firm.

B. Location of principal offices.

C. Location and address of the office of the staff that will work on this project.

The proposal will be prepared or directed by resource planners, engineers, and customer program marketers with a broad background in public utility electric systems, who will also participate in proposal review, negotiations, and conduct the necessary studies and preparation of the Consultant’s Project Report itself. The proposal will be typed and arranged in the following sequence to facilitate evaluation. Dividers will be used and labeled as shown to simplify review.

D. Overall experience of the firm relevant to the preparation of an IRP.

E. General list of previous relevant projects.

F. References on the latest three clients using Consultant’s system/economic modeling and associated services for the preparation of an IRP, including client’s name, project manager, phone number, and email address.

G. Organization chart showing names and positions of Project Manager, supervisors, senior staff members, and other key personnel who would be assigned to BWP’s project and make a substantial contribution to the end product.

H. Resumes clearly demonstrating relevant electric utility company resource planning, operations, and customer energy efficiency program experience of the Project Manager, and other key personnel, are shown in the organization.

I. Complete description of project approach and methodology, including what is to be analyzed, the tools that will be used, the content, in outline form, of the completed consultant Project Report, including its attachments and appendices, list of deliverables, and the manner and frequency of coordination with BWP staff. This section will form the basis for the Scope of Work in the Agreement to perform the work. All the work and issues stated in Section 3 of this RFP must be included in the Consultant’s Project Report.

Recommended additions to the work and issues to be addressed beyond those in Section 3 shall be highlighted.

J. Typical examples of reports and documentation produced on past relevant projects.

K. Completed Bidder’s Proposal and Consultant Proposal Questionnaire, included with this RFP as Attachments 1 and 2, which will help BWP quickly prepare professional and technical ratings for Selection Committee review.

L. List of proposed sub-consultants, if any, and a description of their contribution.

M. Description of BWP documents, databases, and other existing information the Consultant will need to complete the work and avoid duplicating past work. Estimated number of hours by general job titles of BWP staff needed for interviews, assistance with system inspections, etc.

N. Schedule of work in Microsoft Project, including start and completion dates for all major milestones and categories of reporting.

8.3 Estimated Fee Proposal Section

The word “fee,” as referred to in this RFP and in the Contract, shall be an all-inclusive, not-to-exceed Consultant fee, including the Consultant’s staff time, expenses, including travel and lodging, overhead costs, and all other anticipated costs and reimbursable expense items.

8.3.1 Estimated Not-To-Exceed Contract Amount

To assist BWP in determining project feasibility within budget limits, the proposal shall include an estimated not-to-exceed Contract Amount. Each proposed deliverable shall have a fixed fee and a percentage of the entire project cost associated with it. The sum of the proposed fees for all deliverables shall equal the total estimated Contract Amount.

For purposes of proposal development, the Contractor should use Base Tasks 1, 2, and 3 to determine the proposed Contract Amount.

The Contract Amount shall be a factor in BWP’s evaluation of proposals and ranking of the Consultants. However, the selection of a Consultant shall be weighed heavily on demonstrated competence and qualifications for the types of services to be performed; the quality, accuracy, and thoroughness of work; the quality, clarity, and usefulness of the reports and data produced.

All work under this Contract will be paid by BWP based on a not-to-exceed basis. Progress payments will be made based on the accepted final acceptance of each deliverable, by a predetermined percentage of project completion. The Contract Amount will include all Consultant fees expected for this work, and as defined in Paragraph 8.3 for fees, shall be fully inclusive of all normal and incidental Consultant expenses and costs typically incurred for a project of this type.

8.3.2 Hourly Rate Schedule

A schedule of hourly rates in the Contractor’s format will be included for all personnel classifications that might be used in this work. These will be used by BWP to verify the reasonableness of work units, but the Contractor's billing shall fully comply with the requirements of Paragraph

8.3.1. These may also be used should BWP decide to authorize a scope change. BWP reserves the right to negotiate the total cost of any scope change regardless of this schedule.

8.3.3 Cost Reduction Options

BWP desires to keep the cost of this work as low as reasonably possible.

The Consultant should include, if available, options that could reduce the cost of their work without sacrificing the necessary quality and content.

8.4 Consultant Questionnaire

The format for the Consultant Proposal Questionnaire is provided in Attachment B.

9. QUESTIONS DURING PROPOSAL PREPARATION

No interpretation or clarification regarding this RFP will be made verbally to any firm. Any inquiries or requests for clarification concerning this procurement must be in writing and submitted through the City’s e-procurement website portal, PlanetBids, via the Q&A tab. Any substantive replies will be issued as a written addendum and posted on PlanetBids. No questions or requests for clarifications will be accepted after 2:00 p.m. on September 29, 2026.

When submitting a request for interpretation via the Q&A tab, Respondents are encouraged to reference the RFP or Attachment page and section pertinent to the question(s). Respondents shall not rely upon any oral instructions given by the City.

Direct contact between bidders and BWP staff regarding this RFP will not be accepted and may result in disqualification.

10. PROPOSAL SUBMISSION AND DEADLINE

Before submitting a proposal and entering a contract for this project, it shall be deemed that the Consultant has become familiar with all conditions and requirements included herein.

Proposals shall be submitted electronically and deliver (1) physical copy to the City by 2:00 PM PST on October 08, 2026

Physical hard copy must be delivered to:

City of Burbank, Procurement Services Division (3rd Floor) Attention: Michael DeGrey Ref: RFP NO. BWP-2026-007 301 E. Olive Avenue Burbank, CA 91502

Proposals shall be submitted electronically to the City by uploading to the PlanetBids website (https://pbsystem.planetbids.com/portal/14210/portal-home) by 2:00 p.m.

PST on October 08, 2026. Late, emailed, faxed submissions will not be accepted.

Proposals shall be addressed to:

City of Burbank, Procurement Services Division Attention: Michael DeGrey Ref: RFP NO. BWP-2026-007 301 E. Olive Avenue Burbank, CA 91502

Select “Place e-Bid” to enter bid information. All information is visible only to the Respondent. Data may be “saved” (preliminary) or “submitted” (final), revised and withdrawn up to the closing deadline. Respondent will receive a confirmation after final “submitting” of an e-bid. Proposals must be successfully and completely uploaded and e-bid confirmation received by submitting party prior to deadline.

Therefore, plan response time accordingly. Respondents are cautioned to completely check their proposal for accuracy prior to submission. The City strongly recommends that each Respondent research the “Place E-bid” tab prior to submission in order to understand how the components of the response (i.e., proposal) are to be uploaded in the General Attachments and Response File tabs.

Please contact PlanetBids directly at 818-992-1771 for technical assistance with your submission, as the City does not have access to the Vendor Portal.

It is the Consultant’s sole responsibility to ensure that proposals have been received by the deadline.

11. CONSULTANT SELECTION AND EVALUATION

11.1 General

Selection of the Consultant will be in accordance with the City’s Administrative Procedures. Under these procedures, proposals will be evaluated by a Consultant Selection Committee that may consist of designated members of BWP’s staff. A https://pbsystem.planetbids.com/portal/14210/portal-home limited number of candidates may be invited to an interview with the Selection Committee.

11.2 Pre-Screening of Proposals

BWP shall review the proposals submitted by the prospective Consultants to conduct pre-screening and pre-qualification based on the following factors:

A. Organizational and technical skills necessary to perform all the necessary work to enable BWP to produce an Integrated Resource Plan as outlined in this RFP, as demonstrated by previous completion of similar work.

B. Clear, appropriate, and comprehensive scope of services to be used in fulfilling

BWP’s needs and objectives.

C. Proposed response times and overall schedule.

D. Adequate technical, financial, and staffing resources to perform the required work at a reasonable price.

BWP may then select and invite a reasonable number of firms to appear before the Selection Committee at a specified time and place for formal presentations and discussions of their proposals.

11.3 Vendor Selection

Importance will be placed on demonstrated competence and qualifications for the types of services to be performed at fair and reasonable prices; record of the firm in accomplishing work on other projects in the required time; quality of work previously performed by the firm for BWP; quality of proposed deliverables, and recent experience showing accuracy of cost estimates. Fees may be discussed with proposers to confirm the accuracy of the estimated fee, explore the cost of optimal services, or receive suggestions from the Consultant on ways to reduce costs. The Selection Committee shall interview prospective consultants and make the final selection as to the consultant firm based on, but not limited to, the following factors:

A. Specialized experience related to this specific project (previous modeling of

BWP resources is a plus. Please provide additional details).

B. Quality and responsiveness to the proposed task to accomplish as outlined in this RFP.

C. Professional qualifications of the assigned staff/project team. Education, training, and specific experience of each team member should be summarized and documented, with an emphasis on the knowledge and experience required to perform the proposed tasks.

D. Ability to complete the project within the specified time frame/schedule.

E. Competitiveness of standard hourly fees and total project cost.

F. References and clients served performing similar projects.

After the Committee makes tentative consultant selections and establishes parameters, staff will negotiate the final Professional Services Agreement (PSA) until completion. If an Agreement cannot be negotiated, the negotiations will be terminated in writing, and BWP will start negotiations with another qualified consultant.

11.4 Agreement Approvals Process

Upon completion of successful negotiation of the Agreement, BWP staff will request that the selected Consultant execute it in accordance with Section 13.

Upon receipt of all internal Burbank approvals in accordance with City procedures, BWP will execute the Agreement, and the Consultant will be advised to proceed.

12. PROPOSAL LIMITATIONS AND REJECTION

The City of Burbank reserves the right to cancel, in part or in its entirety, this invitation to submit proposals. It also reserves the right to assign individual Task 4 optional tasks to different consultants.

Submitted proposals may be rejected if they show substantial alterations from the required form or are incomplete or inapplicable; however, the City reserves the right to waive irregularities. The City also reserves the right to reject all proposals and shall not be liable for any expenses or costs incurred by consultants in preparing their proposals.

13. CONTRACT REQUIREMENTS

As described in Section 13.4, the selected consultant shall be required to execute a Professional Services Agreement (“Agreement” or “PSA”) with the City. A sample of such Agreement is attached hereto as Attachment 3. The Consultant shall specifically indicate its ability to comply with all terms and conditions of such agreement. Please note that the indemnification and insurance provisions of the attached agreement are usually non-negotiable.

The Agreement shall be signed by the successful firm in duplicate counterparts and returned, together with the insurance forms, within 15 calendar days from the date the City mails or otherwise delivers the Agreement to the successful firm. No contract shall be binding upon the City until the documents are fully executed by the Consultant and the City.

Failure to execute and return the agreement and acceptable insurance forms within the time limit specified above may constitute just cause for the City to rescind the award.

All reports, databases, drawings, and documents prepared for BWP as part of the Contract will become the property of BWP.

14. ATTACHMENTS

A. Bidder’s Proposal B. Consultant Proposal Questionnaire C. Sample Professional Services Agreement

ATTACHMENT A

BIDDER'S PROPOSAL

The Proposal must exclude all sales tax. The City reserves the right to award the contract upon any combination of experience, availability, price or other features that are deemed to be in the best interest of the City. All factors will be considered in the selection process.

The undersigned certifies that he/she has read all documents released to this Request for Proposal and understands all terms and conditions related thereto; and in conformity with the terms and conditions hereby proposes to the City the following:

1. Proposed or estimated “Not to Exceed Amount” for Section 3, Base Tasks 1, 2 and 3: $___________________

2. Proposed or estimated incremental “Not to Exceed

Amount” for Section 3, Task 4 Optional Tasks:

4A: Cost-Effectiveness Review of BWP EE programs $___________________

4B: Scoping of EE Program Acceleration $___________________

4C: Scoping of DR Program Acceleration $___________________

4D: Time of Use (TOU) Rate Impacts $___________________

4E: Transportation Electrification Impacts $ ___________________

4F: Distribution System Integration Planning. $___________________

3. Standard Form Professional Services Agreement and Insurance Endorsement

The undersigned certifies that the form and terms of the example Professional Services Agreement provided at Attachment D are acceptable, except as may be noted in Paragraph 4, below.

4. Remarks/Exceptions:

Signature: ___________________________________Date: _____________________

Print Name: __________________________________Phone: ___________________

Firm Name: __________________________________Fax: ______________________

Address: ______________________________________________________________

City: ________________________________________State: _____Zip:____________

Email address: _________________________________________________________

5. Fee Proposal

Complete the Bidder's Proposal Sheet and include an exact description of fees.

The description of fees must include the following:

1. An hourly rate for each individual performing services on this project.

2. A schedule of the amount of time estimated to complete all services and tasks.

3. A schedule of rates for additional services.

4. A description of typical reimbursable expenses and rates, and an estimated not-to-exceed allowance for these expenses.

5. A proposed or estimated “not to exceed” amount to be made part of the Professional Services Agreement to be executed by the City and the selected consultant.

ATTACHMENT B

CONSULTANT PROPOSAL QUESTIONNAIRE

1. CONSULTANT INFORMATION

Name of Consultant: _______________________________________________

Type of Firm:

Individual _______________________________

Partnership _______________________________

Corporation _______________________________

Address: _________________________________________________________

Phone:__________________________ FAX: ___________________________

E-mail address: ___________________________________________________

Names and Titles of Officers of the Firm:

Name Title

2. COMPANY ELECTRIC UTILITY BACKGROUND Response

2.1 Number of consecutive years involved in electric utility

energy resource engineering and management.

2.2 Number of consecutive years involved in preparation of

Integrated Resource Plans for electric utilities.

2.3 Number of Integrated Resource Plans prepared for

electric utilities of similar size to BWP or larger in the last five years.

2.4 Number of electric utility resource planning engineers, planners, analysts and managers employed by the firm.

3. STAFF AND PROJECT MANAGER ELECTRIC

UTILITY BACKGROUND

Assigned Staff* / Project Manager

3.1 Total years of experience in preparation of Integrated

Resource Plans for electric utilities.

3.2 Total years of electric utility renewable energy resource planning experience.

3.3 Total years of electric utility customer energy efficiency program development and marketing experience.

3.4 Total years of electric utility customer demand

response program development and marketing experience.

3.5 Number of engineers, analysts and managers with

electric utility experience assigned* to this project.

*"Assigned" means substantial commitment to this project, and not just minor occasional involvement; however, 100% time commitment is not intended.

4. ADMINISTRATIVE

Provide the address of the office out of which the majority of the work will be done.

If a substantial amount of the work will be done out of more than one office, please list them all with the approximate percentages.

5. LIST OF REFERENCES

Provide a minimum of three (3) references from companies/firms for whom the bidder has provided similar scope of work during the past twenty-four (24) months of comparable settings, complexities, and quantities as required of this proposal:

1. Name of Firm: _______________________________________________

Address of Firm: _____________________________________________

Contact Person and Title: ______________________________________

Phone:( ) ___________________ FAX: ( )__________________

Email Address: ______________________________________________

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