Sujetos del Comercio Internacional

Puget Sound Energy (PSE) is seeking proposals for a web-based software tool that allows users (primarily trade allies, third party program implementers, and program staff) to conduct onsite energy assessments in both residential and commercial customer sites; and allows customers to complete online self-assessments of their home or business.

Current State

PSE currently utilizes EnergySavvy to provide home auditing for residential customers through the HomePrint™ Assessment program. This software serves PSE’s needs for residential energy assessments and has the ability to provide site eligibility screening, energy performance ratings, itemized recommendations, measure installation records, and connections back to PSE resources.

PSE currently utilizes OPower to provide online self-assessments of their home or business. These assessments are basic in that they ask a few questions in order to determine approximate load disaggregation and potential energy tips.

Desired State

The ideal solution will be a web-based product that is mobile and tablet friendly. It should work across multiple platforms (windows, Apple, etc) and provide the ability to update automatically when connected online. The solution should be capable of providing sophisticated energy assessments to both residential and small-to-midsize (SMB) commercial customers that provides direct links to PSE incentive programs. The software should provide customers with the ability to complete an online self- assessment of their home and business. In addition, the solution could allow program staff, third party implementers, and trade allies to manage customer progress through various workflows and stages of engagement in the respective programs.

Technical Requirements

This software tool must have the following basic requirements:

 Provide the ability to function when not connected to the internet and have the ability to update automatically when reconnected online

 Work across multiple platforms/operating systems (windows, Apple, Internet Explorer, Chrome, Firefox, etc.)

 Generate onsite energy assessment reports that identify energy efficiency measures, potential energy savings, rebate amounts, and simple paybacks

 Configure for use with multiple building types, end uses, energy efficiency measures, and program delivery models

 Collect basic site data including customer contact information, building information such as age, size, occupancy type, and equipment data

 This software tool could include, but is not limited to the following features:

 Integration/communication with PSE’s DSM management system (Nexant’s iEnergy DSM Central) to share calculated savings, cost, and customer information.

 Ability for electronic approval by customers and electronic authorization by program staff

 Ability to generate project leads to various PSE programs by trade allies, third party implementers, and program staff

 Ability to validate customer site eligibility against PSE data files

It will be critical that technical support is available to PSE customers and program staff, as integrated IT security protocols are incorporated into the process. A

thorough risk analysis and mitigation plan will be required to address issues such as wireless connectivity, data transfer and any other identified/perceived obstacles. Bidders shall propose on the following programmatic services associated with the Residential and Commercial Audit Software summarized here:

A. Goods: Proposed software application shall be capable of handling a minimum of two in-house customer segments including: small to medium (SMB) business and single-family residential customers. PSE is also

interested in an application that can handle additional workflows for end uses / customer segments such as business/commercial lighting, commercial HVAC programs, and large commercial custom projects. Additionally, the software application should be able to provide a self-service online audit platform suitable for both SMB and residential customers.

B. Data: Mutually agreed upon reporting protocols and customized reporting functionalities for program, evaluation and marketing use; integration into PSE’s DSM platform; and, secure data storage of PSE customer lists used for site eligibility validations.

C. Services: As mutually agreed upon, services will be managed by bidder to include the following:

 Provide technical support and user training for program staff and partners

 Complete PSE IT security compliance testing requirements, including but not limited to auditing server operations, conducting vulnerability assessment(s), and/or testing (static or dynamic) of the tool. Bidder will share the results of the test(s), and will incorporate necessary changes to ensure any resulting PSE data integrity/security concerns are addressed.

 Develop Quality Control parameters to test data integrity on a consistent and agreed upon schedule

D. Launch: Project launch is anticipated January 1, 2016, with an anticipated duration of 24-months. It will be the responsibility of the bidder to perform project launch activities including:

 Project start-up (Implementation Plan)

 Project scoping and workflow development

 Customization of field assessment data collection variables to align with PSE’s unique set of measures

 IT security compliance requirements

 Custom reporting services

 Beta testing and review

 Training

This RFP is sponsored by the Residential Energy Management (REM) and Business Energy Management (BEM) groups, a division within Customer Solutions at PSE. Although PSE will hire a third-party, under a separate contract, for any evaluation, measurement, and verification of the products and services provided to the

customer, you will be asked to assist and support to ensure that the following PSE key objectives are met:

 Verify accuracy in data collection variables from field assessments by completing necessary Quality Control protocols

 Facilitate full suite of accessible online and offline data collection platforms and develop a risk mitigation plan to preserve the integrity of the data collected

 Provide ongoing technical support Key Partnerships

PSE is interested in collaborating with existing Contractor Alliance Network (CAN) members, service providers, and program staff to aid in the testing and design of the workflows.

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