Energy Risk Management Consultant – Wholesale Energy Risk Management Quantitative Model Review and Development

The City of Anaheim ("Anaheim") Public Utilities Department ("APU") seeks proposals for Energy Risk Management Consultant – Wholesale Energy Risk Management Quantitative Model Review and Development from from qualified consulting firms to provide independent validation and enhancement of its Wholesale Energy Risk Management (Wholesale ERM) framework in the areas of Power Supply Risk Management, Natural Gas Risk Management and Battery Energy Storage System (BESS) Risk Management, including alignment with the current industry best practices with the highest standards in today’s utility landscape.

Project Details

• Reference ID: 20260327-APU-ER
• Department: Anaheim Public Utilities
• Department Head: Dukku Lee (Public Utilities General Manager)

Important Dates

• Questions Due: 2026-04-03T00:00:00.000Z
• Answers Posted By: 2026-04-09T00:00:00.000Z

Evaluation Criteria

• Respondent’s experience and past performance providing similar services, including demonstrated success on comparable projects, adherence to schedules, and overall contract performance. (5 pts) —

  Anaheim may contact the references provided by the respondent to verify past performance, including the successful completion of comparable projects, adherence to schedules, and overall contract performance.

• Qualifications, expertise, and availability of key personnel assigned to the Project, including specific roles, licenses/certifications (if applicable), and relevant project experience. (5 pts)
• Respondent’s proposed approach, methodology, or work plan, including understanding of Project objectives, proposed solutions, and ability to address key challenges within the required scope. (5 pts)
• Respondent’s quality control and risk management strategies, including measures to ensure accuracy, compliance with industry standards/regulations (if applicable), and mitigation of potential risks. (5 pts)
• Overall costs in respondent’s proposal, including pricing structure, cost-effectiveness, and reasonableness in relation to the required scope of work and market rates. (25 pts)
• Ability to perform and complete Task 1) Power Supply Risk Management Independent Validation. (15 pts)
• Ability to perform and complete Task 2) Natural Gas Risk Management Validation. (15 pts)
• Ability to perform and complete Task 3) Battery Energy Storage System (BESS) Risk Management. (15 pts)
• Respondent’s compliance with RFP requirements, including completeness of the proposal and nature/quantity of exceptions taken to Agreement terms, particularly standard Insurance & Indemnification. (10 pts)

Submission Requirements

• Respondent Identification & Company Overview
• Legal name (and DBA, if applicable), state of incorporation, entity type, Federal Tax I.D. number, phone number, and address for formal notice of the entity that would be Anaheim's contracting party ("Respondent"). (required) —

  Please provide the information for the entity that would be the named contracting party (not a dba). Separate each answer component with a semicolon.

• Name, title, email, phone number, and business address of the individual who is submitting this proposal ("Submitter") on behalf of Respondent. (required) —

  Please separate each answer component with a semicolon.

• Name, title, and email of Respondent's Signatory for purposes of electronic signature if an Agreement were ultimately awarded to Respondent. (required) —

  If this person is the same as Submitter, please state "Same as Submitter."

• Provide a brief overview of Respondent, such as its core services, history, and mission. (required)
• Project Understanding & Proposed Approach
• Describe Respondent's understanding of the Project scope and objectives. Explain how Respondent’s core services, expertise, and capabilities will enable the successful completion of the Project. (required)
• Does your proposal address all Services requested in this RFP? (required) —

  Select "No" if your proposal addresses only some of the Services requested in this RFP.

  Note: Selecting “No” will prompt a follow-up question. You may select "No" to view the question and then change your selection at any time before submission.

• Describe which requested Tasks (1, 2, and/or 3) are not addressed by your proposal and explain why. If applicable, suggest alternative services or solutions that Respondent can provide in place of the omitted services (if any). (required) —

  Please identify with specificity what Services are not included in your proposal.

• Describe Respondent's proposed services and/or products and Respondent's approach to the Project. (required) —

  Provide a detailed description of the services and/or products that Respondent proposes to provide in response to this RFP. Your description should clearly explain how Respondent's proposed solution meets the requested Services and accomplishes the Project’s objectives.

  To ensure a comprehensive and competitive proposal, please address the following key areas:

  1. Service / Product Description – For each Service requested in the RFP, describe how Respondent's proposed solution meets (or does not meet) the requirements. Provide specific details on features, capabilities, and any unique value that Respondent offers.
  2. Work Plan / Methodology – Explain Respondent's approach to executing the Project, including how Respondent will achieve key objectives, implement its methodology, and address potential challenges within the required scope.
  3. Respondent's Needs – Describe Respondent's information/data needs, including access to information systems, etc.
  4. Quality Control & Risk Management – Outline the strategies that Respondent will use to ensure accuracy and, to the extent applicable, comply with industry standards and proactively mitigate risk. Address measures to prevent delays, cost overruns, or performance issues.
  5. Project Schedule & Resource Allocation – Demonstrate Respondent’s ability to meet deadlines and allocate sufficient resources to ensure timely Project completion. To the extent applicable, include a proposed timeline, staffing plan, and milestone schedule detailing how key Project tasks will be completed.
  6. Additional Value-Added Services (Optional) – Identify any additional services, products, or functions that were not explicitly requested in the RFP but that Respondent believes would be beneficial to Anaheim.

  Note: This response field supports text, tables, and images, which may be copied and pasted into response. (Recommended: select "Remove formatting" when pasting)

• Staffing & Qualifications
• Identify key personnel and management (including Respondent's likely project manager) who will be assigned to the Project and detail their names, titles, roles, licenses/certifications (if applicable), and relevant expertise. (required) —

  Please enter each person's information as a separate paragraph.

  Note: This response field supports text, tables, and images, which may be copied and pasted into response. (Recommended: select "Remove formatting" when pasting)

• Upload Key Personnel Resumes (Optional)
• Qualifications & Performance History
• Describe Respondent's qualifications and past performance. (required) —

  Provide a detailed explanation of Respondent’s qualifications and provide specific examples of prior successes completing comparable projects.

  To ensure a comprehensive response, please address the following:

  1. Qualifications – Clearly state how Respondent is qualified to accomplish the Project. As applicable, provide details on relevant experience, required certifications, industry expertise, and any other qualifications relevant to this procurement.
  2. Comparable Project Experience – Describe Respondent's success in completing projects of similar size and scope for public agencies, utilities, or comparable organizations.
  3. Demonstrated Performance & Reliability – As applicable, provide specific examples of past work, including:
     1. Adherence to project schedules and ability to meet deadlines.
     2. Contract performance, including how your firm successfully met deliverables and exceeded expectations.
     3. Client satisfaction, including any measurable outcomes, testimonials, or references that demonstrate Respondent’s reliability and effectiveness.

  Your response should provide a clear, well-structured narrative that allows evaluators to assess Respondent’s capabilities, past performance, and ability to successfully execute the Services requested by this RFP.

  Note: This response field supports text, tables, and images, which may be copied and pasted into response. (Recommended: select "Remove formatting" when pasting)

• Has Respondent, at any time during the past five years, had a contract terminated for convenience, non-performance, or any other reason, or been a party to a legal action involving a customer? (required) —

  Note: Selecting “Yes” will prompt a follow-up question. You may select "Yes" to view the question and then change your selection at any time before submission.

• If you selected "Yes," provide details of the situation. (required) —

  Please provide the following as applicable:

  1. Contracting Party Information – Name and address of the contracting entity.
  2. Reason for Termination or Legal Action – Specify whether the contract was terminated for convenience, non-performance, or another reason, and/or describe the nature of the legal dispute.
  3. Corrective Actions (if applicable) – Describe any steps, if any, that Respondent has taken to prevent similar issues in the future.
• Subcontractors
• Does Respondent propose to use subcontractors for 10% or more of the Project? (required) —

  Note: Selecting “Yes” will prompt a follow-up question. You may select "Yes" to view the question and then change your selection at any time before submission.

• If you selected "Yes," list all subcontractors who will perform 10% or more of the Project scope, including their names, roles, and qualifications. Describe the specific services they will perform. (required) —

  Provide the following details for each subcontractor who would perform 10% or more of the Project:

  1. Scope of Work & Benefits – Describe the specific services the subcontractor will perform and explain how subcontracting these services benefits the Project.
  2. Qualifications & Compliance – Provide the same assurances of competence as required for Respondent, including the subcontractor’s experience, qualifications, and ability to manage and supervise the work.
  3. Regulatory & Licensing Information – Include, to the extent applicable, the subcontractor’s License Type/Number, Dept. Industrial Relations ("DIR") Registration Number, and the specific portion of work they will perform.
  4. Integration & Oversight – Explain how Respondent will ensure quality control, contract compliance, and seamless integration of subcontractor services into the Project.
  5. Subcontracting Limitations – Confirm that all subcontractors will comply with the terms of any Agreement resulting from this RFP and that further subcontracting is not permitted.
• Proposed Exceptions and Agreement Provisions
• Does Respondent take any exceptions to this RFP? (required) —

  Anaheim will consider exceptions, but please note that significant or extensive exceptions may negatively affect evaluation scores. Any exceptions asserted after the Proposal Submission Deadline during contract negotiation may result in Respondent's elimination from further consideration.

  Note: Selecting “Yes” will prompt a follow-up question. You may select "Yes" to view the question and then change your selection at any time before submission.

• If you selected "Yes," identify and detail the specific exceptions Respondent takes and the reasons for each exception. (required) —

  Clearly identify each of your exceptions to this RFP, specifying the section or requirement to which the exception applies. Provide a detailed explanation of your reason for the exception, along with any proposed alternative language or solutions.

• Download and review Anaheim's Pro Forma Professional Services Agreement —

  Download Anaheim's Pro Forma Professional Services Agreement and review it carefully to prepare for answering the next question.

• Download and review Anaheim’s Pro Forma Professional Services Agreement. —

  Download Anaheim's Pro Forma Professional Services Agreement and review it carefully to prepare for answering the next question.

• Does Respondent take any exceptions to the standard terms and conditions in Anaheim’s Pro Forma Professional Services Agreement — including, specifically, Section 10 (Insurance) or Section 11 (Indemnification)? (required) —

  Anaheim will consider exceptions, but please note that significant or extensive exceptions may negatively affect evaluation scores. Any exceptions asserted after the Proposal Submission Deadline during contract negotiation may result in Respondent's elimination from further consideration.

  Note: Selecting “Yes” will prompt a follow-up question. You may select "Yes" to view the question and then change your selection at any time before submission.

• If you selected "Yes," upload a tracked changes version of the Agreement with supporting commentary. (required) —

  Upload the Pro Forma Professional Services Agreement with your proposed exceptions provided as tracked changes with comments providing supporting commentary. Clearly explain the basis for each proposed modification.

  File Format: DOCX (Microsoft Word with tracked changes enabled)
  File Name: [RespondentName]_PSARedline.docx

  Please note: Section 10 and Section 11 of the attached Pro Forma Professional Services Agreement represent Anaheim’s standard insurance and indemnity provisions. If a respondent has any specific concerns regarding these provisions that would render the respondent unable or unwilling to enter into an Agreement with Anaheim, the respondent must identify such concerns in its proposal. Be specific. Any proposed deviations from these provisions will be considered by Anaheim in its evaluation of the responsiveness of the proposal.

• Does Respondent have any form agreement, portion of an agreement, or ancillary agreement that it strongly desires Anaheim to consider or would want executed in order to perform the Services? (required) —

  Include to the extent applicable proposed terms and conditions, e.g.: written warranties, maintenance/service agreements, license agreements, lease purchase agreements, etc.

  Note: Selecting “Yes” will prompt a follow-up question. You may select "Yes" to view the question and then change your selection at any time before submission.

• If you selected "Yes," please upload the document(s) here. (required) —

  Upload a copy of any form agreement, portion of an agreement, or ancillary agreement that Respondent requests Anaheim to execute as part of an engagement. Clearly identify any provisions that you consider to be required and provide commentary on negotiability if applicable.

  File Format: DOCX (Microsoft Word)
  File Name: [RespondentName]_ProposedTerms.docx

  Please note: Anaheim will review proposed agreement terms but is not obligated to accept any provisions. Failure to disclose required agreements as part of this proposal may limit consideration of such terms during contract negotiations.

• References
• Provide at least three customer references for projects similar in size and scope to the Services requested in this RFP. References from California water and electric utilities or other public sector customers are preferred. —

  For each reference, provide the following details:

  1. Customer’s Entity Name
  2. Contact Name
  3. Contact Telephone Number
  4. Contact E-mail Address
  5. Products and Services Provided
  6. Contract Start Date
  7. Duration of Services

  If more than three references are available, you may provide additional references that demonstrate Respondent’s experience and performance. Ensure that all reference contact information is current and accurate, as Anaheim may contact references as part of the evaluation process.

  Note: This response field supports text, tables, and images, which may be copied and pasted into response. (Recommended: select "Remove formatting" when pasting)

• Fee Schedule
• Complete the provided Fee Schedule (required) —

  Download the attached Fee Schedule, complete all applicable fields, and upload your completed version using the upload field provided. Your completed fee schedule must:

  • Include all charges reasonably expected for the performance of services or delivery of products in response to this RFP.

  • Account for labor, freight, use of subcontractors (if permitted), vehicles, rental equipment, materials, and other non-labor costs.

  • Provide a clear description of what each fee covers, including units, quantities, assumptions, or conditions that affect pricing.

  • Identify any optional pricing structures, tiered models, escalation provisions, or alternative pricing methods being offered.

  Be as detailed and complete as practicable.

  Uploaded File Format: Excel
  Uploaded File Name: [RespondentName]_FeeSchedule.xlsx

• Additional Information
• Please provide any additional information that you believe would assist Anaheim in evaluating Respondent's proposal. (Optional) —

  Provide any additional information, context, or supporting content that you deem relevant, such as:

  • Supplemental details not covered elsewhere in your response.
  • Clarifications, qualifications, or unique aspects of your approach.
  • Illustrative tables, charts, or images.
  • Proposed alternative contract Term structures (i.e., initial and extension periods) and pricing escalation, if needed.

  Note: This response field supports text, tables, and images, which may be copied and pasted into response. (Recommended: select "Remove formatting" when pasting)

• Delivery/Lead Time (required) —

  Please enter the anticipated delivery/lead time for the items in this RFP.

• Certifications & Legal Declarations
• I, Submitter, certify that I have the legal authority to certify and submit the binding statements in this proposal on behalf of my firm, Respondent. I further certify that I have reviewed this RFP in its entirety, including all attachments (if any) and all subsequently issued addenda (if any). (required)
• Conflict of Interest Statement (required) —

  By confirming, Submitter certifies individually and on behalf of Respondent that:

  1. Respondent is informed of applicable provisions of the Political Reform Act (Government Code §§ 87100–91014) and Government Code § 1090, which prohibit any Anaheim official, officer, or employee from participating in any governmental decision or contract in which they are financially interested that may result in a potential financial conflict of interest.
  2. Respondent has conducted a financial conflict of interest evaluation and, as applicable, has caused its employees and subcontractors to do the same. Based on this evaluation, Respondent certifies that neither it, its employees, nor its subcontractors have any financial interests that may create a conflict of interest or preclude Anaheim from entering into a contract in accordance with these laws.
  3. Respondent acknowledges that it is responsible for ensuring compliance with these conflict of interest laws prior to submitting this proposal and throughout the pre-contract period. A prohibited conflict of interest may result in rejection of the proposal or termination of any awarded contract.
  4. Respondent further certifies that it will immediately notify Anaheim in writing if it becomes aware, at any time before contract execution, of any potential financial interest that may create a financial conflict of interest for any Anaheim official, officer, or employee.
• Noncollusion Declaration (Public Contract Code, § 7106) (required) —

  The undersigned (Submitter) declares:

  I am the authorized representative of Respondent, the party making the foregoing proposal.

  The proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The proposal is genuine and not collusive or sham. The Respondent has not directly or indirectly induced or solicited any other respondent to put in a false or sham proposal. The Respondent has not directly or indirectly colluded, conspired, connived, or agreed with any respondent or anyone else to put in a sham proposal, or to refrain from submitting a proposal. The Respondent has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposed price of the Respondent or any other respondent, or to fix any overhead, profit, or cost element of the proposed price, or of that of any other respondent. All statements contained in the proposal are true. The Respondent has not, directly or indirectly, submitted his or her proposed price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham proposal, and has not paid, and will not pay, any person or entity for such purpose.

  Any person certifying this declaration on behalf of a respondent that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to certify, and does certify, this declaration on behalf of the Respondent.

  I, Submitter, declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is certified/executed on the date of Respondent's submission of this proposal.

• Will this RFP solicit any public works? (required) —

  Select "Yes" if this RFP will involve any of the following:

  • Construction, renovation, or demolition of buildings, infrastructure, or public facilities.

  • Installation of equipment or systems (e.g., electrical, mechanical, solar, fiber, piping) on Anaheim-owned property.

  • Repairs or maintenance of buildings, utility systems, roads, or other public improvements.

  • On-site labor that is part of installing products onto Anaheim property.

  • Hauling of materials or waste to or from a public works jobsite.

  • Work funded in whole or in part with public funds, including through grants, Anaheim contributions, or other subsidies.

  If none of the above apply, select “No.” If you’re unsure, select “Yes” to allow for review.

• Pricing (required) —

  In what format would you like vendors to submit their pricing?

• Would you like to include a Minimum Qualifications section in this RFP? (required) —

  Select "Yes" if you want to include a section that defines required Minimum Qualifications that respondents must meet to be eligible for consideration. This section is used to ensure that only respondents with appropriate experience, certifications, or other baseline criteria are evaluated.

• List the Minimum Qualifications Applicable to this Project (required) —

  Minimum Qualifications:

  Clearly specify all mandatory qualifications respondents must meet. Use bullet points or numbered lists for clarity. Consider including:

  • Required certifications (e.g. CPA), licenses (e.g. CSLB), or accreditations (e.g., state-issued professional licenses, industry certifications, etc.).
  • Minimum years (standard is five (5) years) of experience in providing the requested service.
  • Minimum number of similar projects successfully completed and/or project sizes or capacities relevant to this procurement within the last five (5) years.
  • Any financial stability requirements (such as financial statements), if applicable.
  • Any specific technical expertise, regulatory knowledge, or personnel qualifications that are essential for successful contract performance.
• Do you intend to include any attachments with this RFP? (required) —

  Select "Yes" if you would like to include any supporting documents to be included with this RFP, such as technical exhibits, drawings, specifications, or other reference materials. These attachments will be made available for download by respondents.

  Note: Anaheim’s Pro Forma Professional Services Agreement is already included automatically in this RFP, so you do not need to select "Yes" in order to include the Agreement. Select "Yes" only if you have other documents to include as attachments.

• Delivery Time (required) —

  Would you like the vendors to include their anticipated delivery or lead time? Select yes if lead time is applicable to this project.

Questions & Answers