Tariffed On-Bill Pilot

Program Operator RFP

2022 RFP Now Open

Energy Solutions and its TECH Initiative partners (Program Implementers) seek to hire a Program Operator for Silicon Valley Clean Energy’s (SVCE) Inclusive Utility Investment (IUI) Pilot. Please review the RFP linked under Links and Resources for complete RFP details.

The Program Implementers will accept proposals through November 3, 2022.

IUI Pilot Description & Goals

The IUI Pilot will allow customers and communities without the financial stability or means traditionally required by energy-efficiency programs to access electrification and decarbonization technologies by leveraging a utility’s existing mechanisms for making capital investments with cost recovery through monthly bills. In this case, the utility invests in decarbonization upgrades at a participating location under the terms of a special-purpose tariff and then recovers the investment costs and associated cost of capital via a monthly IUI cost-recovery charge assigned to the customer that must be less than the customer’s expected savings. By assigning the investment role to the utility and linking project financial feasibility to the customer’s bill savings rather than income, this solution resolves multiple barriers to access for capital-intensive upgrades. By assigning investments to the metered location rather than as debt incurred by an individual, IUI allows the costs to be recovered over longer time periods than many traditional loans, enhancing affordability. The Pilot is also intended to integrate with complementary funding sources, ranging from local initiatives to proposed national programs. By pairing with additional funding sources, the Pilot will enhance the financial benefits to customers and expand the number of customers who would benefit from participation.

The Pilot will enroll 1,000 SVCE-territory households to facilitate the replacement of 500 furnaces and air conditioners with heat pump (HP) HVAC units and the replacement of 500 gas water heaters with heat pump water heaters (HPWH). The initial Pilot phase will target a narrow demographic of predominantly single family, moderate-income homes with aging mechanical systems to maximize economic impacts and control extraneous variables. The results of the Pilot will provide an empirical proof-of-concept to inform the planning and launch of scalable, statewide IUI mechanisms to further CA’s decarbonization goals while expanding access to historically underserved communities (such as low-and moderate-income (LMI) households and renters).

RFP Timeline

Date Event
September 29, 2022 RFP issued
October 5, 2022 Pre-proposal webinar (registration link in sidebar)
October 14, 2022 Deadline for Bidders to submit notice of intent to bid
October 14, 2022 Deadline for questions, clarifications
October 19, 2022 Final day for Program Implementers to respond to questions
November 3, 2022 Deadline for Bidders to submit proposals
November 10, 2022 Top Bidders notified of interview times, if applicable
November 15, 2022 Top Bidder interviews, if applicable
November 18, 2022 Anticipated date Energy Solutions will notify awardees
December 9, 2022 Contract completion and anticipated Phase 1 launch date

Application Instructions

To receive communications during the application period, register your interest via email to TECH.pilots@energy-solution.com with the subject line “IUI Pilot – Intent to bid”.

Complete all proposal requirements outlined in the IUI Pilot RFP and submit final proposals via email to TECH.pilots@energy-solution.com with the subject line “IUI Pilot – [Company Name]” by 5:00 PM PDT on November 3, 2022.

Application Evaluation Rubric

Evaluation Component Description
Meet Proposal Requirements
  • Bidder completed all required sections of the proposal and adhered to all page limits, included relevant attachments, and utilized provided templates where required
  • Proposal is well written and formatted in a clear and easy to follow manner
  • Bidder accepts Energy Solutions’ standard terms and conditions, with any stated exceptions
Capability to Deliver Services
  • Adequate resources to perform tasks listed in Scope of Services
  • Ability to serve customers in SVCE territory
  • Clear identification of staff available to support Pilot planning and implementation
  • Bidder work plan and schedule demonstrates ability to complete tasks in a timely manner
  • Ability to scale operations should program expand beyond Pilot, specifically with regards to data tracking and tariff calculation automation for a financing program at scale
  • Experience integrating with utility billing systems
  • If applicable, identified key sub-contractors and demonstrated ability to work collaboratively
Qualifications and Relevant Experience
  • Demonstrated experience of the Bidder, including the capability and experience of key personnel, in the following areas:
      • Implementing TOB or On-Bill Financing (OBF) programs
      • Working with CA utilities and CCAs
      • Performing tasks outlined in Scope of Services
  • References substantiate Bidder’s relevant experience and ability to perform tasks outlined in Scope of Services
Diversity, Equity, and Inclusion Demonstrated experience engaging with LMI communities, disadvantaged communities, and/or renters
Proposed Approach
  • Demonstrated understanding of tasks to be performed by Program Operator, as outlined in Scope of Services
  • Proposal demonstrates a well-thought-out and innovative approach toward Pilot planning and implementation
  • Proposal clearly outlines mechanisms for minimizing financial and operational risks and presents mechanisms to incorporate alternative funding sources into the plan
  • Proposal indicates how Bidder intends to collaborate with Program Administration Team to achieve Pilot goals
  • Completed cost proposal using template provided, filling out all relevant information
  • Reasonable and relatively competitive labor rates and associated fees and sub-contractor fees
  • Cost proposal includes revenue share or cost reduction elements
  • Clear budget proposal, free of errors
Other Considerations
  • Prior experience working with Program Implementers or SVCE
  • Existence of and circumstances surrounding any claims or violations of law or governmental regulations against the Bidder, its representatives, and/or partners


Questions and answers will be added on a rolling basis. Direct all questions via email to TECH.pilots@energy-solution.com with the subject line “IUI Pilot – Q&A” before 5:00 PM PDT on October 14, 2022.