EE Program Solicitations Information & Resources

EventSCE's Energy Efficiency Program Solicitations: Information and Resources for Third Parties
Date/TimeSunday, January 31, 2021 12:00 AM
LocationSouthern California Edison
DocumentsNewcomers – Read this first: Consolidated Joint IOU Solicitation Timeline 07.01.2020
Newcomers – Read this first: Frequently Asked Questions (FAQs) of EE Solicitations 05.26.2020
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.

  • SCE EE Local Solicitation: Phase 1 - Residential, Commercial & Industrial

              - RFP Released to Market    January 16, 2020

              - Bidder's Conference   January 30, 2020

              - Deadline for Bidders to Submit Offers     February 26, 2020

  • Statewide EE Solicitation: Lighting Program  

              - RFP Released to Market    February 6, 2020

              - Bidder's Conference  February 13, 2020

              - Deadline for Bidders to Submit Offers  March 16, 2020                                                   

  • Statewide EE Solicitation: Electric Emerging Technologies

              - TENTATIVE RFA Released to Market    August 04, 2020

              - TENTATIVE Bidder's Conference  August 11, 2020

              - TENTATIVE Deadline for Bidders to Submit Offers   September 09, 2020     

  • SCE EE Local Solicitation: Phase 2 - Public Sector, Agricultural                                    
  • Statewide EE Solicitation: UC/CSU/CCC Higher Education Program, Water/Wastewater Pumping

    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)

    CPUC Public Workshop on the Energy Efficiency Third-Party Solicitation Process (February 7, 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