EE Program Solicitations Information & Resources

EventSCE's Energy Efficiency Program Solicitations: Information and Resources for Third Parties
Date/TimeMonday, January 31, 2022 12:00 AM
LocationSouthern California Edison
DocumentsNewcomers – Read this first: Frequently Asked Questions (FAQs) of EE Solicitations 06.07.2021
SCE EE Bidders Webinar 4/15/2021 – Presentation
SCE EE Bidders Webinar 4/15/2021 – Q&A
CPUC Standard and Modifiable Terms and Conditions
Local Agricultural Sector Characteristics and Challenges 11.5.2020
Local Government Perceived Challenges in the Public Sector 11.5.2020
Assessment of Local Government Partnerships – DRAFT (October 23, 2020)
3P Workpaper FAQs v1.18_updated 2.11.2020
3P Work Paper Development Training 11.29. 2018
List of EE Third Party Contractors Implementers SCE 2017
2020 Screw-in Lamp Baseline Revision Notice, CPUC Memorandum dated June 14, 2019
Third Party Work Paper Training Chapter 1 of 4
Third Party Work Paper Training Chapter 2 of 4
Third Party Work Paper Training Chapter 3 of 4
Third Party Work Paper Training Chapter 4 of 4
CPUC Workpaper Work Plan
SCE Energy Efficiency Third Party Solicitation Bidder's Technical Training
Energy Efficiency Procurement Review Group Independent Evaluator Handbook_v1.0
Attachment A - Energy Efficiency Procurement Review Group Independent Evaluator Milestones
CPUC Public Workshop on the Energy Efficiency Third-Party Solicitation Process - Agenda – 7. 11. 2019
LBNL EE-DR Presentation
LBNL Webinar Transcript 7.29.2019
CET Training Video mp4
CET Training

By 2022, SCE is targeting to have at least 60% of our Energy Efficiency (EE) programs operated by third parties. To meet this goal, various solicitations for proposed program design & implementation have been scheduled to cover a range of sectors.


  • Statewide: Electric Emerging Technologies

              - Sector: Crosscutting

              - RFP Release: January 05, 2021

              - RFP Bidders' Conference:  January 14, 2021

              - Deadline for Bidders to Submit Offers: February 18, 2021   

  • SCE EE Local Solicitation: Public Sector

     - Estimated RFP Release: April 01, 2021

            - RFP Bidders' Conference:  April 09, 2021


            - Deadline for Bidders to Submit Offers: May 06, 2021

  • SCE EE Local Solicitation: Agricultural Sector

            - RFA Shortlist Notification: February 2021


            - Estimated RFP Release: April 01, 2021

            - RFP Bidders' Conference:  April 07, 2021

            - Deadline for Bidders to Submit Offers: May 06, 2021

  • Statewide EE Solicitation: UC/CSU/CCC Higher Education Program

               - RFA Release: February 4, 2021

               - RFA Bidders' Conference:  February 11, 2021

            - Deadline for Bidders to Submit Offers: March 04, 2021

  • Statewide EE Solicitation: Water/Wastewater Pumping

               - RFA Release: February 25, 2021

               - RFA Bidders' Conference:  March 10, 2021

               - Deadline for Bidders to Submit Offers: April 05, 2021

      Each phase will utilize a two-stage bidding process––a Request for Abstract (RFA) stage followed by a Request for Proposal (RFP) stage. Proposal Evaluation and Proposal Management (PEPMA) is the official site to register to receive information and be included in the bid interest list. SAP/ARIBA is the official website to download and submit bids. All contracts executed by SCE and selected bidders that are valued at over $5 million or with a term of longer than three (3) years must be submitted to the CPUC for approval, via a Tier 2 advice letter.

      Implementation plans are to be posted no later than 60 days after a third-party contract has been executed, or in the case of contracts that are required to be submitted via advice letter for Commission approval, 60 days after Commission approval of the third party contract.

      Bidders are required to self-register their company contact information for these upcoming SCE EE solicitation opportunities by visiting the PEPMA website. RFA & RFP submissions will be accepted through the SAP/ARIBA website. Please register on PEPMA prior to a solicitation release in order to receive a bid invitation. Once registered, your company will receive a bid invitation from SCE’s Supply Management group with opportunity details and requirements.

      The actual RFA & RFP submissions will be accepted through SAP/ARIBA. Therefore, bidders will also need to register on the SAP/ARIBA website as well. Information can be found at the link below under "Additional Resources:

      Visit for more information and resources.

      Statewide Energy Efficiency Solicitation: Lighting Program

      Information and details of the Statewide EE Solicitation Lighting Program can be found in the section below


      Statewide EE Solicitation: Lighting Program (RFA)

      Notice of Energy Efficiency Third Party Solicitations Stakeholder Forum (R.13-11-005) January 29, 2021

      The Investor-Owned Utilities ("IOUs") Energy Efficiency Stakeholder Engagement Team will host a stakeholder forum on January 29, 2021 from 10:00 a.m. to 12:00 p.m. noon(Pacific Standard Time (“PST”)).   The web-based meeting will include reports from the IOUs on solicitation process and upcoming solicitation schedules, a report from the Independent Evaluators (“IEs”) summarizing their recently posted Semi-Annual Reports as well as other topics.

      Energy Efficiency Third Party Solicitations StakeholderForum

      January 29, 10:00 a.m. – 12:00 p.m. noon

      Agenda Topics:

      1. IOUs Report on Solicitation Progress to date, including meeting the 25-40% targets

        1. Meeting the 25% and 40% targets

        2. Review of 2021-2022 solicitation schedules

      2. IEs Present Semi-Annual Reports

      3. Energy Division Update on eTRM

      4. Cost Effectiveness Tool (“CET”) Review

      5. Roundtable

      Please direct any questions you have regarding this meeting to 


      Microsoft Teams meeting

      Join on your computer or mobile app

      Click here to join the meeting

      Or call in (audio only)

      +1213-297-0156,,488281134#   United States, Los Angeles

      Phone Conference ID: 488 281 134#

      Find a local number | Reset PIN

      Meetings MAY be recorded only if the presenter enables the recording feature AND initiates recording. If the meeting is being recorded,you will be warned and you may either consent to recording by staying on the call or hang up and contact meeting host.

      Learn More | Help | Meeting options| Legal

      California Public Utilities Commission (CPUC) Public Workshop on the Energy Efficiency Third-Party Solicitation Process - July 24 and July 25, 2020

      The July Semi-Annual California Public Utilities Commission (CPUC) Public Workshop on the Energy Efficiency Third-Party Solicitation Process will be held online in two sessions on Friday, July 24, 2020, and Friday, July 31, 2020.

      Pursuant to CPUC Decision 18-01-004, the CPUC Energy Division is hosting a semi-annual workshop for an informal discussion and problem-solving among stakeholders about the progress of the third-party solicitations and for consideration of the semi-annual Independent Evaluator (IE) reports.  The IE reports will be distributed to stakeholders prior to the workshop. 


      Agendas for the meeting will be distributed to the list of registered participants prior to the workshop sessions.  Please register now for the following sessions:

      Session 1 (Friday, July 24, 2020, 12:00 p.m. – 4:00p.m.): Session 1 will serve as an opportunity for stakeholders to ask questions and receive updates from the Investor-Owned Utilities, Independent Evaluators, and the CPUC on the Third-Party Solicitation Process.

      Due to technical issues, the link for tomorrow’s Energy Efficiency Semi-Annual Third Party Solicitation Workshop is no longer valid.

      We have re-created the meeting under a new link. Please use the meeting information below to join. Event materials are accessible by the link below by using the password provided.

      Event Number: 146 664 6539

      Event Password: !Energy1


      To join this online event


      1. Go to

      2. Enter the event password: !Energy1

      3. Click "Join Now".

      4. Follow the instructions that appear on your screen to join the teleconference.


      To only join the audio conference


      To receive a call back, provide your phone number when you join the event, or call the number below and enter the access code.

      United States Toll Free: 1-855-282-6330

      United States Toll: +1-415-655-0002

      Global call-in numbers:

      Toll-free dialing restrictions:

      Access code: 146 664 6539

       Can't join the event?

      Session 2 (Friday, July 31, 2020, 12:00 p.m. – 4:00p.m.): Session 2 will be designed to be interactive, provide more time for answers to questions from Session 1, and will include problem-solving breakout sessions on key issues identified by stakeholders in Session 1.

      Register for this session

      CPUC Public Workshop on the Energy Efficiency Third-Party Solicitation Process (Completed)

      CPUC Third-Party Solicitation Process Semi-Annual Workshop-July 24 and 31, 2020

      Date/Time: February 7, 2020 from 10am-3pm (after 3pm is a closed-door session for Procurement Review Group/IE/IOUs only)


      Location: PG&E Pacific Energy Centerand WebEx (separate dial-in # for closed-door session)

      Access by WebEx:

                  Meeting number (access code): 965 158 939

      Meeting password: fjJXXtYE

      Or, join by phone:


      Access code: 965 158 939


      Agenda Item


      1.      Introductions



      2.      Opening Remarks – CPUC



      3.      Investor Owned Utility (IOU) Presentations and Updates-

      10-min. presentations w/15-min. Q&A each


      4.      Independent Evaluator (IE) Semi-Annual Report Presentations-

      10-min presentation, w/15-min. Q&A

      12:15pm – 1:00pm

      5.      Lunch



      6.      Stakeholder Presentations – California Energy + Demand Management Council (CEDMC) and California Energy Commission (CEC),

      10-min. presentations, w/5-min. Q&A each


      7.      Update on action items from the July 2019 Workshop-

      10-min. presentation w/5-min. Q&A


      8.      Solicitation Satisfaction Survey Results-

      10-min. presentation, w/5-min. Q&A


      9.      Stakeholder Problem-Solving Session



      10.  Closing Remarks



      11.  Closed Session- Procurement Review Group/IE/IOUs only

      Survey: Third Party Solicitation Process (Completed)

      The California Public Utility Commission's (CPUC's) Energy Efficiency Procurement Review Group (EE PRG) is interested in learning more about your experience with the Third-Party Solicitation Process.

      The purpose of this survey is to provide participants in this process an opportunity to offer real-time feedback on what has been going well, and what could be improved. The responses to this survey will provide ideas to the PRG on how to improve the Third-Party Solicitation process moving forward in collaboration with the investor-owned utilities.

      Additionally, the survey results will be summarized and discussed during the February 7, 2020, CPUC public workshop.

      Please complete this survey by COB January 6, 2020.Thank you for your time and important feedback on the Third-Party Solicitation process.

      Resolution (R)13-11-005 EE Rolling Portfolios MASControl Training - Webinar: Monday, July 29 from 10:00 am to 3:00 pm pacific time (Completed)

      SCE will be facilitating a training on MC3 to Utilities and consultants for supporting deemed (both DEER and Non-DEER) measures.  The training will be led by Doug Maddox – the developer of MC3 with the support of Solaris.  Please note that this is not an entry level eQuest/MC3 training and specific knowledge of building energy simulation and building performance analysis (including understanding of MC3 workflow for evaluation of deemed measures) is required.       

      General Agenda


      Training Intent

      Ground Rules

      Part 1- MC3 Overview

      Part 2 – Deemed DEER Measures

      Part 3 – Deemed Non-DEER Measures

      Part 4 – Feedback on IOU/Consultants’ Request for Clarification

      Date Time:

      Monday 7/29 from 10:00 am to 3:00 pm (skype)

      CPUC Public Workshop on the Energy Efficiency Third-Party Solicitation Process - Agenda and Pre-Workshop Survey July 11, 2019 (Completed)

      The CPUC Public Workshop on the Energy Efficiency Third-Party Solicitation Process will be held on Thursday, July 11, 2019, from 10a to 3p PST at the PG&E Pacific Energy Center

      Purpose: Pursuant to CPUC Decision 18-01-004,the California Public Utilities Commission (CPUC) Energy Division (ED) is hosting a semi-annual workshop for an informal discussion and problem-solvingamong stakeholders about the progress of the third-party solicitations and for consideration of the semi-annual Independent Evaluator (IE) reports.  The public IE reports were made available to stakeholders to the relevant energy efficiency proceeding (R.13-11-005) on June 18, 2019 and available hereAnti-trust guidelines do not allow discussions on specific solicitations or bidders.  The workshop is focused on improving the quality of the solicitation process. The workshop agenda is attached.


      In addition,the CPUC’s Energy Efficiency (EE) Procurement Review Group is interested inlearning more about your experience with the Third-Party Solicitation Process.We will discuss the results of the survey at the CPUC workshop on July 11,2019.

      Below is a link to the survey.



      To attend the webinar:


      Call-in: 866-630-5989

      Participant Passcode:  3362110


      Meeting number:  713 458 777

      Meeting password:!Energy1

      Workpaper Development Training Nov 27. and Nov. 29, 2018 (Completed)


      The California investor-owned utilities (PG&E, SCE, SCG,SDG&E) and the CPUC are hosting a training on the process and requirements for developing workpapers for new deemed measures and deemed measure updates. 

      A copy of the Workpaper Training has been posted in the "Documents" section above-

      Energy Efficiency Cost Effectiveness training (CET) Sessions for 3rd Party Solicitations Jan 10 & Jan 14, 2019 (Completed)

      The California investor-owned utilities (IOUs include Pacific Gas & Electric (PG&E), Southern California Edison (SCE), The Southern California Gas Company (SCG), and San Diego Gas and Electric (SDG&E) along with the California Public Utility Commission (CPUC) are hosting a training on the process and requirements for determining the cost effectiveness of programs based on the CPUC’s requirements and available tool. 

      Two Energy Efficiency Cost Effectiveness Training Sessions will be held offered primarily with third party implementers in mind.  The objectives of the trainings are to:

      1. Provide an overview of cost effectiveness and the cost effectiveness tests used in energy efficiency programs and portfolios; and
      2. Demonstrate the use of the CPUC’s cost effectiveness tool (CET)

      For those planning to attend, it is suggested that you visit the California Energy and Data Reporting System (CEDARS) prior to the training and request the “Community User” login for the CET, so that you may better follow along with the presentations.

      Two training session opportunities will be offered, and the same content will be presented in each training.  Each will run from 10:00 a.m. to 4:00 p.m.

      Integration of Demand Response Controls into Energy Efficiency Retrofits CPUC Energy Division Webinar Monday, June 3, 2019 (Completed)

      Dear Energy Efficiency vendors and contractors:

      Please save the date for a webinar the California Public Utility Commission's Energy Division is hosting from 9:30 a.m. to 10:30 a.m. on Monday, June 3, 2019.

      The Lawrence Berkeley National Laboratory (LBNL) will feature a webinar sharing concepts and findings that are reflected in the Energy Efficiency business plan Decision (D.18-05-041) Section 2.4.2, regarding the integration of demand response controls into energy efficiency retrofits.

      This Decision called for third-party approaches to a limited integration of demand response (DR) lighting and HVAC controls in small, medium and large commercial buildings, as well as DR for HVAC controls in residences, the latter specifically to support the residential transition to time-of-use rates. The Decision dedicated some $23 million per year statewide to support these DR control integration efforts.

      Below is the call-in information and a webinar link to join the webinar. The LBNL PowerPoint is posted above in "Documents" and an audio recording of the webinar will be posted to this site after the event.

      Link to join Webinar:

      Call: +1 669 900 6833

         or +1 646 558 8656

      Meeting ID: 907 424 684

      EventCalifornia Energy Efficiency Coordinating Committee Facilitator
      Date/TimeTuesday, January 25, 2022 4:00 PM
      In October 2015, the California Public Utilities Commission (CPUC) issued Decision 15-10-028, ordering the formation of the California Energy Efficiency Coordinating Committee (CAEECC) which was launched in January 2016. The purpose of CAEECC is to serve as the stakeholder input venue for the development of the California Program Administrators’ (PA’s) energy efficiency business plans, implementation plans, and the annual budget advice letters. It additionally provides a forum to discuss the scope and schedule of other energy efficiency related stakeholder processes and to propose new ideas and recommendations on critical issues for the CPUC’s consideration. 
       In accordance with the CPUC D. 15-10-028, Pacific Gas and Electric Company (PG&E) on behalf of the PA’s is issuing a Request for Proposal (RFP) soliciting proposals from qualified parties to serve as theCAEECC Facilitator to administer and implement various CAEECC meeting. 
       • This is a single-stage RFP solicitation process in which a stakeholder scoring committee will evaluate Bidders’ proposals. • Bidders will be required to demonstrate their capabilities to perform the role of a Facilitator with the emphasis on diversity, equity, and inclusion. 
      • All documents related to this solicitation will be available in PowerAdvocate (PG&E’s online bidding platform) once this RFP solicitation is open.•
      Information provided to Bidders will include: 
      o Bid submission forms 
      o Bidders conference registration instructions 
      o Instructions on how to submit Bidder’s Proposal 
      o Solicitation timeline and important dates 
      Supply Chain Responsibility Considerations:The selected Facilitator is encouraged to align with PG&E’s Supply Chain Responsibility policies and procedures. The Facilitator will be asked to provide a description of their internal, specific supply chain responsibility program and practices related to supplier diversity, environmental sustainability and ethical business conduct. 
      Conduct Requirements:The selected Facilitator, as well as the team, and subcontractors, must adhere to the principles and standards outlined in PG&E’s Supplier Code of Conduct as follows: 
      Timeframe for this Solicitation:The RFP is scheduled to release to market by early December 2021 with responses due by January 25, 2022. 
      How to Respond:Bidders interested in participating in this CAEECC Facilitator RFP must register in PowerAdvocate at: 
      Bidders’ response to the RFP must follow all instructions which will be provided in the RFP General Instructions posted in PowerAdvocate once the RFP is released. 

      Bidders may register to participate in the RFP in PowerAdvocate until the RFP Proposal due date in accordance with the RFP General Instructions. 

      If Additional Questions, Contact PG&E’s Bid Event Coordinator:Paula Paschal via PowerAdvocate link: