HomeMy WebLinkAbout2020-09-17; Clean Energy Alliance JPA; ; Clean Energy Alliance Award Request for Qualifications # 2020-004 Scheduling Coordinator ServicesClean Energy Alliance
JOINT POWERS AUTHORITY
Staff Report
DATE: September 17, 2020
TO: Clean Energy Alliance Board of Directors
FROM: Barbara Boswell, Interim Chief Executive Officer
ITEM 8: Clean Energy Alliance Award Request for Qualifications # 2020-004 Scheduling
Coordinator Services
RECOMMENDATION:
Authorize Interim Chief Executive Officer to execute an agreement with The Energy Authority to provide
Scheduling Coordinator and Congestion Revenue Rights Portfolio Management Services, through June
30, 2023, for an annual amount not to exceed $140,400, to be billed monthly at $11,700, plus a one-
time fee of $28,700, subject to General Counsel approval.
BACKGROUND AND DISCUSSION:
At its May 21, 2020 regular meeting the Clean Energy Alliance Board authorized the issuance of a
Request for Qualification (RFQ) for Portfolio Management/Energy Advisory and Scheduling Coordinator
Services. RFQ 2020-004 was issued on May 26, 2020, with proposals due June 17, 2020.
The RFQ separated Portfolio Management/Energy Advisory (Task 1) and Scheduling Coordinator Services
(Task 2) into two separate tasks and responders could propose on either or both tasks. The CEA Board
awarded the Portfolio Management Services tasks at the August 2020 Board meeting.
The scope of work for Task 2— Scheduling Coordinator Services included:
• CEA Load Forecasting
• Scheduling of load into the CAISO day-ahead market
• Validating CAISO statements for load settlements
• Minimizing and managing real-time load imbalance exposure
• Managing Congestion Revenue Rights portfolio and bidding into the CRR auctions
• Scheduling of future CEA owned renewable generation projects
• Posting of CAISO collateral obligations.
CEA received four responses for the Task 2 scope of work:
• Direct Energy
• Pilot Power
• The Energy Authority
• Zglobal, Inc.
The proposals were reviewed by a committee made up of Jason Haber, City of Carlsbad, Cathy DeFalco,
California Choice Energy Authority and Barbara Boswell, Interim Chief Executive Officer.
Sept. 17, 2020 Item 1*8 Page 1 of 2
September 17, 2020
Award Scheduling Coordinator
Page 2 of 2
The responses were evaluated based on four categories:
• Background and experience: Demonstrated experience performing the scope of work;
• Management, personnel and qualifications: Qualifications of personnel, familiarity with CCA
requirements and issues;
• Approach to performing scope of work: Approach demonstrated ability to perform tasks and
meet critical deadlines;
Project costs: Fees were realistic for services being performed.
A short list of firms to be interviewed was developed based on the results of the RFQ evaluations. Firms
invited to interview were: Direct Energy, The Energy Authority and ZGlobal. The same committee
members participated in the interviews.
Fees proposed by the three short listed firms are summarized below:
FIRM NOT TO EXCEED AMOUNT NOTES
Direct Energy $15,000/month beginning May
2021 for Scheduling
Coordinator services plus 20%
of Congestion Revenue Rights
revenues realized
Included a guarantee of positive
new revenues related to CRR
portfolio management
The Energy Authority $11,700/month beginning May
2021 plus one-time fee of
$28,700
ZGlobal $7,970/month beginning May
2021
Base fee did not include posting
of CAISO collateral obligations.
Posting of up to $500,000
would be additional
$2,084/month
Based on the results of the selection process, The Energy Authority was selected as the most qualified
and cost effective proposal.
FISCAL IMPACT
Fees will be charged at $11,700 per month, beginning May 2021, with a one-time payment of $28,700
due after program launch. The fees are included approved CEA FY 20/21 budget as well as in the future
year pro forma expenses.
ATTACHMENTS:
None
Sept. 17,2020 Item #8 Page 2 of 2