NYSDOS Wholesale Electric Markets Consulting Services

RFP#14-UIU-2

Bidders ConferenceJuly 28, 2014

Agenda

• Consultant and Consumer Advocacy Services• Proposal Package– Technical Proposal Format– Cost Proposal Format

• Schedule

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HTTP://WWW.DOS.NY.GOV/FUNDING/RFP-14-UIU-2/INDEX.HTML

Responses to questions asked today are considered preliminary. Final answers to all questions will be

posted on the website by August 12, 2014

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SERVICES

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Assist UIU in Representing the Interests of End-Use Consumers

• Advocacy services at NYISO• Consultant to UIU for select issues at FERC or

NYSRC

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Subject Matter Areas

• Budget, Priorities and Financing (est. 100 hrs)• Planning and Resource Adequacy (est. 400 hrs)• Capacity Markets and Demand Response (est. 850

hrs)• Energy and Ancillary Markets and Demand Response

(est. 850 hrs)• Gas Supply and Electric Generation (est. 200 hrs)

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Consumer Advocacy ServicesPrimary Responsibilities

• Regularly attend NYISO meetings and report to UIU

• Advocate positions and develop proposals• Analyze proposed modifications to market rules

from FERC, NYSRC, and NYISO• Develop memoranda on relevant issues and

recommendations• Interact and coordinate with other consumer

groups7

Consumer Advocacy ServicesPeriodic Tasks

• Draft comments and testimony for FERC• Appear in other administrative or legal

proceedings• Provide technical assistance in briefing the

PSC

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Ideal Candidate Qualifications

• Demonstrated experience in the wholesale electric market

• Excellent organization and communication skills to promote consumer interests and report back to UIU

• Ability to work in collaborative partnerships

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Travel Requirements

• Located within commuting distance of the Albany area, or be willing to pay for their own travel to all NYISO meetings scheduled to be longer than two hours

• All other travel must be first pre-approved in writing by DOS

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PROPOSAL FORMAT

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Proposal PackageSubmittal Requirement

• Technical Proposal– No financial or pricing information– One original and four exact copies– Sealed envelop labeled correctly

• Cost Proposal– One original only– Sealed envelop labeled correctly

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ONE PROPOSAL PACKAGE(TECHNICAL PROPOSAL AND COST PROPOSAL)

FOR EACH WORKING GROUP SUBJECT MATTER AREA

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Technical Proposal

• Technical Proposal Transmittal Letter – Attachment 6• Qualifications and Overall Experience – Maximum 15 pages• References – No Page Limit• Non-Collusive Bid Certification – Attachment 3• Conflict of Interest Statement – Attachment 4• Lobbying Form – Attachment 5• M/WBE Forms (if applicable) – Attachment 9

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Cost Proposal

• Cost Proposal Transmittal Letter– See Attachment 7 of RFP– Costs valid for 365 days– Original Signature Only

• Cost Proposal Bid Form– See Attachment 8 of RFP– List Hourly Rates

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SCHEDULE

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Key Dates

• Questions Due: August 4, 2014

• Questions and Answers Posted: August 12, 2014

• Bid Due Date: August 29, 2014 4:00 PM

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JUDY FUENTESNEW YORK STATE DEPARTMENT OF STATE

1 COMMERCE PLAZA99 WASHINGTON AVENUE, SUITE 1110

ALBANY, NY 12231 RFP # 14-UIU-2

OREMAIL: DOS.SMO.CP.UIURFP@DOS.NY.GOV

Questions

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LUANN HART, DIRECTORBUREAU OF FISCAL MANAGEMENT

NYS DEPT. OF STATE1 COMMERCE PLAZA

99 WASHINGTON AVE. SUITE 1110ALBANY, NY 12210

RFP # 14-UIU-2

Bid Submission Address

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HTTP://WWW.DOS.NY.GOV/FUNDING/RFP-14-UIU-2/INDEX.HTML

REMINDERResponses to questions asked today are considered preliminary. Final answers to all questions will be

posted on the website by August 12, 2014

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ADDITIONAL QUESTIONS?

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