HomeMy WebLinkAbout2020-08-20; Clean Energy Alliance JPA; ; Clean Energy Alliance Award Request for Qualifications 2020-004 Portfolio Manager ServicesClean Energy Alliance
JOINT POWERS AUTHORITY
Staff Report
DATE: August 20, 2020
TO: Clean Energy Alliance Board of Directors
FROM: Barbara Boswell, Interim Chief Executive Officer
ITEM 7: Clean Energy Alliance Award Request for Qualifications 2020-004 Portfolio Manager
Services
RECOMMENDATION:
Authorize Interim Chief Executive Officer to execute an agreement with Pacific Energy Advisors to
provide Portfolio Management Services, through June 30, 2023, for an amount not to exceed $120,000
annually, 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 and Scheduling Coordinator Services into
two separate tasks and responders could propose on either or both tasks.
The scope of work for Task 1— Portfolio Management/Energy Advisory Services included:
• Portfolio Management Strategy
• Energy Risk Management Policy Development
• Power Procurement — conventional, short term renewable, and carbon free energy
• Policy and Program Development — support local renewable energy development, energy
storage initiatives, community solar & storage programs, and energy efficiency program
development
• Other services the responder deemed beneficial to CEA
CEA received four responses for the Task 1 scope of work:
• Pacific Energy Advisors
• 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.
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Award Portfolio Management
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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: Pacific Energy Advisors, 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
Pacific Energy Advisors $100,000 FY 20/21 Additional services added:
$120,000 FY 21/22 & FY 22/23 Rate Setting
Reporting included Monthly EIA
and Quarterly QFER, and Joint
Rate Comparison Preparation
The Energy Authority $103,000 FY 20/21
$198,000 FY 21/22 & FY 22/23
ZGlobal $69,100 FY 20/21
$82,920 FY 21/22 & FY 22/23
Pacific Energy Advisors, while not the lowest cost, was selected by the committee for recommendation
to the Board as having the most experience providing the scope of work, firm is dedicated to providing
only these services to CCAs, and included services beyond those in the required scope of work.
Staff is continuing to evaluate the responses related to Task 2 — Scheduling Coordinator Services and
anticipates bringing a recommendation to the Board at its meeting September 17, 2020.
FISCAL IMPACT
The fees for the recommended firm for Task 1 are within the current approved CEA FY 20/21 budget as
well as in the future year pro forma expenses.
ATTACHMENTS:
None
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