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RFP to develop Interactive Workshop on Program Building

Wednesday, February 8, 2017   (0 Comments)
Posted by: Adeline Lui
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 Association of Energy Services Professionals

 Request for Proposal

To develop 1.5 day Interactive Workshop on

 Building a Program: Concept to Evaluation



Founded in 1989 as a not-for-profit industry association, AESP is a member-based association dedicated to improving the delivery and implementation of energy efficiency, demand-side management and distributed renewable resources. Our members work in the energy efficiency and demand response industry and represent electric and natural gas utilities, public benefits associations, regulatory and non-for-profit entities, vendors, manufacturers and consulting firms.

Currently AESP provides:

- Professional development with industry leaders sharing thoughts, expertise and opportunities, addressing some of the industry’s most pressing issues today

- Tools and information dedicated to advancing best practices from concept through delivery resulting in increased service efficiency and effectiveness

- National Conferences, Online Conferences, Brown Bag Webinars, Education, Training and Professional Papers for all levels of experience providing tangible, actionable information helping everyone to do their jobs more effectively

- Networking to identify potential opportunities and partnerships


Request for Proposal



This Request for Proposal (RFP) is for developing and potentially facilitating a 1.5 (one and a half) day interactive workshop on Building a Program: Concept to Evaluation for AESP to offer to its membership. This workshop may be offered on a standalone basis or on-site at an AESP client facility. When completed, all content and materials will be the property of AESP.  All workshops facilitated using this material will only be available through AESP and its approved trainers.



1. This interactive workshop is intended to provide a real world, hands on experience of designing an energy efficiency or demand response program from concept to evaluation. Attendees must leave the workshop with insights, tools and resources related to program design, implementation and evaluation.

2. This workshop is intended to take an energy professional from program concept to evaluation, while integrating relevant, current and detailed case studies and best practices. AESP is requiring a facilitated, group learning format not one way, lecture-based training.

3. Trainers must be professional and energetic presenters/educators with a proven ability to engage attendees. Trainers must adhere to AESP’s trainer policies, including abiding by AESP’s trip cancellation policy. Trainers must also understand the not-for-profit nature of AESP. However, AESP encourages trainers to identify and develop business opportunities applicable to their business among AESP workshop attendees.



1. AESP coordinates all workshop logistics including promotional activities, meeting location planning, marketing materials and activities, printing/binding attendee handouts, workshop registration, CEU application and test administration, ordering AV equipment and other logistics as required.

2. Target audience is an energy efficiency professional with less than five years of experience or transitioning professionals considering work in program design, implementation and evaluation of demand response and energy efficiency programs.

3. Proposals must guide attendees through the process of program concept to evaluation using individual and group exercises, ‘what if’ scenarios and facilitated discussion, while covering content requirements and learning objectives.


Desired content of the workshop includes, but is not limited to, the following:

I. Why do utilities implement progra

A.      Legislative mandates

B.      Regulatory requirements

C.      Community or Societal pressures.

D.      Load constraints

E.       Customer Satisfaction

F.       Brief description of programs implemented for different reasons and describe how this impacts design.


II. Planning and Data Gathering Process

A.      Regulatory Process – How can this impact program cycles?

B.      Stakeholder Collaboratives – Why are they important? Who to invite?

                        C.      Market Research

   a.      Using market research
    b.      Market Potential studies

D.      Risk Analysis


III.                Program Design

A.      Measure selection – Selection approaches

a.      Incorporating innovative new tools and technologies in measure selection

B.      Modeling – Design and on-going

C.      Program delivery approach

a.      Incorporating innovation in program delivery

D.      Cost Effectiveness

a.      Understanding of the different tests and economic input impacts

b.      Using on-going testing for process improvements

E.       What if scenarios or potential challenge resolution strategies

F.       Segment best practices – Residential, commercial and industrial segments. 

 IV.                Implementation and Management

A.      Program Staffing

a.      In-house

b.      Contractors

1.       RFP Best Practices

2.       Types of Contracts

3.       Proposal Review Best Practices

4.       Contractor Selection

5.       Contractor Management

B.      Program Management Best Practices

C.      Risk Management

D.      Marketing and Customer Engagement Strategies

            a.      In-house

            b.      Implementation Contractor Marketing Staff

            c.      Outside Agency

E.       Budget Management Best Practices

F.       Using Trade Allies

G.     What if scenarios or potential challenge resolution strategies



V.                  Evaluation, Measurement and Verification (EM&V)

A.      Types of data gathered (objective, subjective/ qualitative vs. quantitative /primary, secondary, surveys, focus groups, field observations, etc.)

B.      Types of evaluations (e.g. process/impact/regression impact/ market assessment) and how energy savings are calculated

C.      Describe metrics for measuring program effectiveness such as

a.      Energy savings

b.      Demand savings

c.      Environmental impacts

d.      Economic impacts

e.      Customer satisfaction

f.      Technology penetration

D.      Evaluation samples

E.       What if scenarios or potential challenge resolution strategies


VI.                Reporting

A.      Internal Reporting

B.      External Reporting

C.      How to use this data for continuous process improvements?

D.      What if scenarios or potential challenge resolution strategies



VII.              Group/Team Exercises – integrate exercises throughout the workshop to reinforce learning outcomes; keep attendees engaged, etc.


VIII.            Case Studies, Best Practices, Lessons Learned – include as applicable with examples from small and large utilities in U.S. and Canada


IX.                Resource Listing - include comprehensive listing of program design, implementation and evaluation-related resources, reports, white papers, presentations, templates, etc.




Award criteria for developing AESP’s Building a Program: Concept to Evaluation Workshop follows:


                Pricing:  50%

                Content and Quality of Proposal: 40%

                Experience and References: 10%




Proposals should contain the following information in this order:


A.      Introduction

a.       Your company

b.      Your approach

c.       Your instructors/trainers and their relevant experience in either developing workshops and/or delivering workshops. If lengthy, please use as an appendix

d.      Submit a brief sample (DVD, YouTube, video clip) of your trainers conducting a workshop is required

e.      Indicate how many workshops you or your company have delivered within the last 18 months, workshop content, and any applicable feedback and/or evaluations from attendees

f.        Include three workshop references

B.      Workshop Description

This workshop should be designed for a 1.5 day workshop format. The workshop description should contain:

a.       Agenda with timelines

b.      Purpose of each section on the agenda

c.       Key concepts to be covered in each section on the agenda

d.      Active learning techniques

e.      Complete description of proposed handout materials

C.      What is the proposed cost for developing the workshop?

a.       Development of workshop and all workshop materials including PowerPoint and/or Prezi presentation, expanded trainer script/narrative that accompanies the presentation and thoroughly explains each slide, and sample attendee handout.

D.      What is the proposed cost for delivering the workshop?

a.       Proposal should include one to two trainers for 1.5 days. AESP pays a flat rate fee that includes trainer(s) fee, time and travel expenses.

E.       Timeline for developing workshop and accompanying materials


F.       Deliverables:

a.       Talking points and script to accompany each PowerPoint or Prezi presentation in pdf or Microsoft Word.

b.      Sample attendee handout

c.       Handout includes glossary/resource listing (could also be a CD that AESP will duplicate for each workshop)

d.      Bibliography and references


Other Relevant Information


Responses and Timelines – Released 1/30/2017

02/06/2017 – Questions concerning the RFP should be emailed to

02/10/2017 – Answers to questions will be emailed to all interested bidders

-  03/03/2017 – Proposals due in electronic form to Suzanne Jones, Chief Operating Officer. Any relevant work samples may also be emailed in pdf form

03/17/2017 – Winning proposal is selected and winner is notified

04/14/2017 – Workshop materials due to AESP Education Committee

04/28/2017 – Education Committee provides feedback

-  05/26/2017 – Workshop materials are finalized

07/2017       – Workshop implemented at beta test site (exact date in June and utility TBD). AESP pays half of the delivery fee for the beta test. Feedback to be integrated within one month with a formal launch of the workshop immediately following for delivery in Toronto on August 28 – 29, 2017.




A.      RFP responses should be succinct and only as long as needed

B.      Only bidders with the resources to meet this timeline should submit proposals




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