Contact Information and Business Background

Proposal Content 

Diversity, Equity and Inclusion (DEI) 

Energy Trust seeks to contract with organizations that share its commitment to building a diverse, equitable, and inclusive workspace and environment and that apply a diversity and equity perspective to their work 

Proposed Schedule 

It is anticipated that the budget for the scope described in this RFP will be approximately $150,000. We ask that bidders propose a competitive budget for the project while being realistic about the scope that they can complete within that budget.  

Proposals should summarize the budget in a table, breaking out the estimated hours and costs by task and by staff member. Staff listed in the budget should be identified by name, with billing rates for each. Subcontractors (if applicable) listed in the budget should also be identified by name, with billing rates for each. 

Budgets should include costs and hourly breakdowns for all tasks listed in the Tasks section of the RFP.

Energy Trust requires its contractors to maintain, at a minimum, workers compensation insurance, adequate commercial general liability insurance coverage, and automobile liability insurance. Provide a description of the insurance coverage provided by respondent for performing the impact evaluation work, including: (Required) 

Whether such coverage is on a “comprehensive” or “commercial” form 

• Whether such coverage is on a “claims made” or “occurrence” basis 
• All endorsements excluding coverage of any nature, if any  
• All limits, including aggregate limits and the current remaining coverage amounts under those limits 
• Effective date 

Respondent must disclose in its submitted response all direct or indirect actual or potential conflicts of interest it or any of its personnel or subcontractors may have with Energy Trust. A conflict of interest is defined as any situation in which an individual or a member of their family or close business or personal acquaintance, is employed by Energy Trust or the OPUC, or may be reasonably construed to have a personal or financial interest in any business affairs of Energy Trust that may impair or appear to impair respondent’s objectivity in performance of the work in this solicitation or any other Energy Trust contract or situations in which respondent may have an unfair advantage.   

The following are examples of actual or potential conflicts of interest that could require a mitigation plan or could be grounds for exclusion from competition at Energy Trust’s discretion: 

• A respondent has or had access to nonpublic information (e.g., budget, evaluation criteria, another contractor’s proprietary data, etc.) via the performance of another Energy Trust contract or subcontract that provides respondent with an unfair advantage in responding to this solicitation. 
• A respondent on an evaluation project that would involve evaluating the performance of Program X has an existing subcontract with one of Energy Trust’s prime contractors for which it is paid to implement some portion of Program X. 
• A respondent who has assisted Energy Trust or one of its current contractors in drafting the statement of work in a solicitation on which it now seeks to submit an offer will be automatically excluded from competing on that specific solicitation. 

Respondent’s disclosure must specifically address any existing contracts between Energy Trust and the respondent, its staff, or any of its proposed subcontractors. If a potential conflict of interest is identified by the respondent, then the respondent should propose strategies to mitigate the conflict by submitting a mitigation plan which, if acceptable to Energy Trust, will become part of the contract terms if respondent is selected for award. If no conflict is identified by respondent, the respondent will explicitly provide such a statement in their response. The determination of whether a conflict of interest exists is left to the sole discretion of Energy Trust. This information should be provided in an appendix to the proposal.