Project Information

Bid Title

26-001 - RFP - Scheduling Coordinator and CRR Management Services

Issuing Agency

Orange County Power Authority

Location

California

Published Date

Mar 26, 2026

Closing Date

Apr 24, 2026

Government Level

State & Local

Status

Closed

Original Source

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Bid Documents

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Project Description

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26-001 – RFP – Scheduling Coordinator and CRR Management Services

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REQUEST FOR PROPOSALS

For

Orange County Power Authority

Scheduling Coordinator Services and Congestion

Revenue Rights Management

Solicitation Number: 26-001

RESPONSE DUE

by

5:00 p.m. Pacific Standard Time

on

April 24, 2026

For complete information regarding this project, see RFP posted at

www.ocpower.org or contact OCPA at the email address listed below.

Thank you for your interest!

sviramontes@ocpower.org

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A. BACKGROUND AND INTRODUCTION

Orange County Power Authority (OCPA) is seeking proposals from qualified firms

(Consultants) to provide scheduling coordinator (“SC”) and congestion revenue rights (“CRR”)

management services (“Services”). This solicitation is not intended to create an exclusive

service agreement and multiple awards may be made. Qualified firms may provide a proposal

for scheduling coordination services, CRR management services, or bundled scheduling

coordinator and CRR management service. OCPA retains the ability, at its sole discretion, to

add qualified Consultants at any time.

1. BACKGROUND

OCPA is a California joint powers authority created by a Joint Powers Agreement (JPA) on

November 20, 2020, as a Community Choice Aggregator (CCA) in Orange County. OCPA

provides several benefits to its participating customers including:

• Providing electric power at competitive costs with reduced carbon emissions

• Procuring energy with a priority on the use and development of local renewable

resources

• Stimulating local job creation through various program development

• Promoting personal and community ownership of renewable resources

• Stabilizing long-term electricity rates for residents and businesses

OCPA is governed by a board of directors (Board of Directors or Board) consisting of elected

representatives from each participating jurisdiction. The JPA authorizes OCPA with the

rights and powers to set rates for the services it furnishes, incur indebtedness, and issue

bonds or other obligations. OCPA was established for the acquisition of electric power for its

service area as well as to provide other benefits to the residential, commercial, industrial,

and agricultural customers in communities located within the cities of Buena Park, Fullerton,

and Irvine. City of Fountain Valley has joined OCPA, and retail service to its customers will

start in April, 2027. OCPA is continuing to engage with other cities and jurisdictions.

In April 2022, OCPA began providing service to approximately 32,000 commercial, industrial,

and agricultural customer accounts and in October 2022, OCPA initiated the second

enrollment phase, enrolling all residential customers accounts. OCPA currently serves over

178,000 residential and commercial customers.

OCPA’s objectives are to (1) provide electric generation rates that are competitive to the

generation rates offered by the incumbent electric utilities, (2) offer a default product that is

compliant with all California state mandates, (3) offer voluntary products that represent its

members’ preferences including a 100% renewable energy product, (4) expand local and

regional resources, and (5) enrich and grow the OCPA community by building partnerships,

engaging residents and business, raising awareness of energy choices, and advocating for

our customers’ needs.

The Business Plan and other key documents for OCPA are available online at:

https://www.ocpower.org.

2. TERM OF AGREEMENT

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The Agreement is expected to have a term of three (3) years with the option to extend for up

to two (2) additional one (1) year terms. OCPA is not required to state a reason if it elects

not to extend.

3. MINIMUM QUALIFICATIONS AND GENERAL EXPECTATIONS OF THE

CONSULTANT

• All proposers should have a valid business license for the City in which they operate.

• All Consultants must have the technical expertise, breadth of experience, and

availability to support OCPA’s energy and customer program needs.

• The firm proposing services must be able to demonstrate experience working with

California based public agencies or municipalities.

• Due to the nature of OCPA’s operations, a non-disclosure agreement will need to be

signed in relation to any information the Consultant may be privy to regarding OCPA

customer information.

B. SERVICES REQUESTED

The Services sought under this RFP are set forth in more detail in Exhibit A, attached hereto

and incorporated herein by this reference. Notwithstanding the inclusion of such Services in

Exhibit A, the final scope of Services negotiated between OCPA and the successful Proposer

shall be set forth in the Professional Services Agreement (“Agreement”) executed by and

between OCPA and the successful Proposer. A copy of the Agreement is attached hereto as

Exhibit B and incorporated herein by this reference.

C. PROPOSAL SUBMISSION REQUIREMENTS

OCPA will establish a Consultant Selection Panel (“Panel”). This Panel will evaluate the

proposals based solely on the information provided, in accordance with the proposal evaluation

criteria outlined below.

OCPA reserves the right to invite short-listed Proposers for a pre-selection interview if deemed

necessary.

Following the assessment of proposals and/or interviews, the Panel will rank the proposals. The

Panel will then recommend the best fit Proposer to the Board of Directors for potential

contracting. The Board of Directors retains the final authority to approve and enter into a contract

with the selected Proposer. OCPA reserves the right to not select any proposals from this RFP.

Only digital submissions will be accepted. Please submit all proposals via www.bidnetdirect.com,

which is a free platform to applicants. If bidnetdirect.com creates a hardship, please email

submissions in PDF format to sviramontes@ocpower.org by the established deadline.

Submissions in other digital formats will not be accepted.

OCPA requires that proposals consist of the following minimum requirements to ensure the

proposer has a comprehensive understanding of the project and such that OCPA has a complete

understanding of the proposer’s ability to meet OCPA’s needs.

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1. CONTENT AND FORMAT OF PROPOSAL

a. Executive Summary: (limit: 1 pages) Summarize the content of your firm’s proposal

in a clear and concise manner

b. Table of Contents

c. Identification of Proposer: (limit: 1 pages)

i. Legal name and address of the company.

ii. Legal form of company (partnership, corporation).

iii. If company is a wholly owned subsidiary of a “parent company,” identify the “parent

company.”

iv. Name, title, address and telephone number of the proposed representative to

contact concerning the Proposal Submittal.

v. California Business License Number

d. Staffing Resources: (limit: 3 pages)

i. Firm Staffing and Key Personnel

i) Provide the number of staff to be assigned to perform the Services and the

names/discipline/job title of each as well as your firm’s capacity to provide

additional personnel as needed.

ii) Identify three (3) persons that will be principally responsible for working with

OCPA. Indicate the role and responsibility of each individual. If the Proposer

is chosen as a finalist, these principal individuals must attend the interview and

in-person presentation.

iii) Describe proposed team organization, including identification and

responsibilities of key personnel. Please include one-page resumes.

iv) Provide brief biographies of individuals that will be working directly with OCPA.

ii. Subcontractors/Subconsultants

i) The Proposer shall identify functions that are likely to be subcontracted and

identify the subcontractor / sub-consultant that is anticipated to perform each

function, if known at this time.

e. Fiscal Stability: (limit: 1 pages- not including supporting documentation)

i. The Proposer should provide evidence of corporate stability including:

i) A current report from any commercial credit rating service such as Dunn and

Bradstreet or Experian; or

ii) Latest audited financial statement and/or annual report that has been certified

by a CPA. This information will remain confidential and is not subject to public

disclosure.

f. Experience and Technical Competence: (limit: 12 pages)

i. Experience

i) The Proposer shall provide a description of how the Proposer’s experience,

technical and professional skills will meet the goals and fulfill the general

functions identified in this RFP.

ii) Describe the past experience of the staff to be assigned to perform the

Services in performing similar services.

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iii) The Proposer shall state the number of years the firm has conducted business.

Proposer must have at least four (4) years’ prior experience in providing the

required scope of Services for public clients.

iv) The proposer shall provide a detailed transition schedule, both qualitatively and

with a gantt chart, providing assurance to OCPA of no disruption to the SC and

CRR services proposed with the transition to start by the middle of June 2026

and transition completion by September 30, 2026.

v) Provide five (5) references regarding the Proposer’s experience and

performance in providing similar services. Include the following information:

(1) organization name, contact name, phone number, e-mail address; and (2)

project size and description, if applicable, and description of services.

vi) Describe the firm’s local experience and knowledge of OCPA’s operations.

ii. Project Specific Experience

i) The Proposer shall provide a description of the three (3) most relevant service

contracts held by the firm within the last five (5) years, one (1) page per project,

to include:

(1) Role of the firm

(2) Dollar value of the services

(3) Dollar value of the fee

(4) Description of services

(5) Staffing

(6) Duration of providing services

(7) Relationship to client

(8) Contact name, position, entity name, telephone number, fax number and

e-mail address for each project.

ii) If any of the following has occurred, please describe in detail:

(1) Failure to enter into a contract or professional services agreement once

selected or awarded the contract.

(2) Withdrawal of a proposal as a result of an error.

(3) Termination or failure to complete a contract prior to the expiration of the

contract.

(4) Debarment by any municipal, county, state, federal or local agency.

(5) Involvement in litigation, arbitration or mediation.

(6) Conviction of the firm or its principals for violating a state or federal antitrust

law by bid or proposal rigging, collusion, or restrictive competition between

bidders or proposers, or conviction of violating any other federal or state

law related to bidding or professional services performance.

(7) Knowing concealment of any deficiency in the performance of a prior

contract.

(8) Falsification of information or submission of deceptive or fraudulent

statements in connection with a contract.

(9) Willful disregard for applicable rules, laws or regulations.

Information regarding any of the above may, at the sole discretion of OCPA,

be deemed to indicate an unsatisfactory record of performance

iii) Scheduling Coordinator Questions

(1) Out of which of your firm’s offices would the following functions be

managed?

(a) Real-time energy imbalances

(b) CAISO settlement functions

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Commodity Codes

• NAICS 541611Administrative Management and General Management Consulting Services

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