PCL Auditing Services 2025-2029

The City of Pasadena Water and Power Department is seeking the auditing services of a qualified firm of Certified Public Accountants to perform a verification audit of the California Energy Commission (“CEC”) Annual Power Source Disclosure Program Report, including the Power Content Label, in accordance with California Public Utilities Code, § 398.1 – 398.5 and Senate Bill 1305.

Background

The City of Pasadena Water and Power Department is seeking proposals from qualified Certified Public Accounting (CPA) firms to perform an independent audit and verification of the Utility’s Annual Power Source Disclosure Program Report, including the Power Content Label (PCL) in accordance with California Public Utilities Code Sections 398.1–398.5, applicable California Public Utilities Commission (CPUC) Power Source Disclosure Program requirements, and Senate Bill (SB) 1305 climate disclosure requirements.

California’s Power Source Disclosure Program requires electric utilities to annually disclose to customers the sources of electricity supplied to retail consumers, including specified and unspecified power purchases, renewable energy content, and associated greenhouse gas intensity. The Power Content Label serves as a key consumer transparency and regulatory compliance document intended to provide accurate and consistent information regarding electricity procurement portfolios across all load-serving entities in California.

The audit and verification of the Utility’s Power Content Label is an important component of maintaining regulatory compliance, public trust, and transparency with customers, governing bodies, and regulatory agencies. Accurate reporting is essential given the increasing public and regulatory focus on greenhouse gas emissions, renewable energy procurement, energy market transactions, and environmental claims associated with electricity generation and delivery.

The selected CPA firm will be expected to review and verify the methodologies, calculations, supporting documentation, and underlying data utilized in preparing the Utility’s annual disclosures. This includes, but is not limited to, the validation of energy procurement data, renewable energy credit (REC) treatment, specified versus unspecified source classifications, and consistency with applicable CPUC reporting templates and guidance.

The Utility operates within the complex California energy market environment, where energy transactions may involve multiple counterparties, balancing authorities, renewable procurement contracts, market purchases, and evolving regulatory requirements. As a result, the audit requires familiarity with California energy accounting practices, power procurement reporting, and CPUC Power Source Disclosure regulations. The selected firm should possess demonstrated experience auditing utility energy portfolios, environmental disclosures, or similar regulatory compliance filings for public or private load-serving entities.

In addition, SB 1305 and related climate disclosure expectations continue to increase scrutiny regarding environmental and emissions-related claims. The Utility therefore seeks an independent review process that supports transparency, defensibility, and accuracy in its public disclosures while helping identify any reporting risks, inconsistencies, or opportunities for process improvement.

The successful proposer will work collaboratively with Utility staff to complete the audit within required regulatory timelines and provide all necessary reports, attestations, and supporting documentation needed for compliance and public disclosure purposes.

Project Details

• Reference ID: 2026-Informal-0231
• Department: Water & Power Department, Power Supply
• Department Head: David Reyes (Director)

Important Dates

• Questions Due: 2026-06-12T21:00:00.000Z

Addenda

• Addendum #1 (released 2026-06-02T17:30:00.860Z) —

  Please use the See What Changed link to view all the changes made by this addendum.

Evaluation Criteria

• Experience (70 pts) —

  The City will evaluate the proposer's experience performing Utility Power Source Disclosure Program audits, utility-related auditing services, familiarity with California regulatory requirements, qualifications of key personnel, and successful on-time completion of similar engagements.

• Cost Proposal (25 pts) —

  Cost proposals will be evaluated based on overall value to the City. The lowest-cost proposal may not necessarily receive the highest overall score if the other evaluation factors demonstrate greater value and expertise.

• Local Pasadena Business (5 pts) —

  To be awarded a 5 point preference for this category, the proposer must have an official business address within the City of Pasadena at the time that this Solicitation is posted on the City’s Website.

Submission Requirements

• Acknowledgements:
• Vendor certifies they have read this Informal Solicitation, viewed any Attachments/Exhibits (if applicable), and are authorized to submit this quote on behalf of their organization. Vendor further understands this is not a Formal Solicitation. A contract may or may not be formed from this request. (required)
• Net 30 (required) —

  Regarding your bid pricing, and/or proposal: Please acknowledge that our organization operates on Net 30 payment terms for all invoices. By submitting a bid or proposal, and entering into a contract with us, you agree to abide by these payment terms.

• Confirmation, if You are the Recommended Company (required) —

  Subsequent to the closing of this solicitation, but prior to contract award, the recommended company will be required to provide the following documents within 10 calendar days of being notified, otherwise the submitted proposal may be deemed non-responsive.

  Please confirm that you will provide the following per these instructions.

  • Request for Tax Payer Identification Number and Certification (IRS Form W-9)
  • Taxpayer Protection Amendment Disclosure (if Required)
  • Pasadena Business License
  • Any Required Licenses or Certifications

  • All Insurance Required by this Solicitation (If Required)

• Data Security for Printers/Copiers/Scanners (required) —

  In order to comply with the section named “Data Security for Printers/Copiers/Scanners,” My company will:

• Delivery of Materials and Supplies (required) —

  Please confirm that the materials and supplies can be delivered in 3 business days of being ordered. Delivery Location: TBD.

• Forms and/or Licenses:
• Does your company have any Contracts with the U.S. Department of Homeland Security? (required)
• Disclosure of Contracts with the U.S. Department of Homeland Security (DHS) (required) —

  Disclosure of Contracts with the U.S. Department of Homeland Security (DHS)

  Disclosures:
  Respondents are invited to disclose any current contracts, subcontracts, or agreements with DHS, including any related data-sharing arrangements.  If provided, respondents may include:

  • DHS agency or sub-agency (if applicable)
  • General description of services
  • Whether data-sharing with third parties is involved

  If no such relationships exist, respondents may indicate “No.”
  
  Questions related to the disclosure shall be asked and answered through the solicitation Question and Answer process. The completed disclosure form will be reviewed by and shared with the City Manager’s office.  Please upload this form as part of the submittal checklist and email a copy to CMOContractsAssessement@cityofpasadena.net.

• Forms AA1; and Licenses & Certificaitons (required) —

  The following list is provided for the convenience of both you and the City and to help eliminate errors and omissions which may render your bid unacceptable.

  • VENDOR QUESTIONNAIRE
    • AA1; AA2; and AA3 (Optional)

  Subsequent to the closing of this solicitation, the selected vendor will be required to provide the following documents within 10 calendar days of being notified, otherwise the submitted proposal may be deemed non-responsive.

  • Request for Tax Payer Identification Number and Certification (IRS Form W-9)
  • Pasadena Business License (if required)
  • Any Required Licenses or Certifications

  • All Insurance Required by this Solicitation (If Required) #Insurance Requirements

• Taxpayer Protection Amendment Disclosure —

  Please download the below documents, complete, and upload.

  ADDITIONAL REQUIREMENT

  For RFP/RFQ where the selected vendor/contract will require City Council approval (check with City project manager for clarification), the following requirement applies:

  • TAX PAYER PROTECTION ACT – PROPOSER SUBMITS A COPY OF THE COMPLETED TPA FORM TO THE CITY CLERK’S OFFICE

  E-MAIL: OfficialRecords-CityClerk@Cityofpasadena.net

• Relevant Experience Form (required) —

  Please download the below documents, complete, and upload.

• Technical Questionnaire Form —

  This form is only required for the purchases of technology. If selected, proposers will be required to complete the Pasadena Department of Information Technology Technical Questionnaire. The questionnaire is included in the #Attachments. When completing the questionnaire, please note:

  • Section 4.0 must be completed for externally hosted/SAAS applications; and
  • Section 5.0 must be completed for City hosted/on-premises software
• License Requirement (required) —

  Provide a copy of the required license or certification

• California State Licensing Board Number (required) —

  Please enter your license number with the CSLB for: Certified Public Accountant

• DIR Registrations (required) —

  Please upload a copy of all required DIR registrations for the prime and all subcontractors.

  In 2014, the California legislature enacted several laws impacting public works contracting. Senate Bill 854 (SB 854) creates changes in the way DIR monitors prevailing wage requirements. All contractors and subcontractors must register with the DIR and meet DIR requirements before bidding on public works contracts in California. No contractor or subcontractor may be awarded a contract for public work or public works project unless registered with the DIR.  

  Public Work Contractors/Subcontractors can register with the DIR at www.dir.ca.gov/Public-Works/.

• California Department of Industrial Relations Registration (required) —

  Please enter your Public Works Contractor Registration Number. This will be verified against the state database for the Department of Industrial Relations Registration.

• HUD
• HUD Forms (required) —

  In addition to the items listed above, the following list is provided for the convenience of both you and the City and to help eliminate errors and omissions which may render your bid unacceptable. The following forms are required to be submitted with your bid:

  Non-Section 3

  FEDERAL FUNDING PROJECT COMPLIANCE FORMS PROVIDED (ALL BIDDERS):

  • Worker’s Compensation Certification

  • Federal Lobbyist Certification
  • Non-Segregated Facilities Certification
  • Past Performance Certification
  • Notice of Equal Employment Opportunity
  • List of Proposed Subcontractors
• Verification Question(s)
• Able to adhere to the response time detailed in the Specifications? (required)
• Able to provide 24/7 live contact detailed in the specifications? (required)
• Able to provide additional “Garagekeeper’s Insurance” per estimated value of risk exposure specified in the scope of services? (required)
• Able to provide current City of Pasadena business license? (required)
• Include service warranty? (required) —

  Indicate actual warranty terms in months and mileage

• Includes parts warranty? (required) —

  Indicate actual warranty terms in months and mileage

• Are you located within the City of Pasadena (required)
• Please upload a copy of your Company's Pasadena Business License (required)
• Insurance Requirements (required) —

  Please confirm that your company will satisfy the insurance requirements if selected.  Insurance Requirements

• Additional Data
• Additional Data (if necessary) —

  “Additional Data” shall include any other data the PROPOSER deems essential to the evaluation of the proposal, i.e., letter of reference, other related projects, etc., or other required documents.

• Funding
• How is this Procurement Funded? (required) —

  Select a general funding source. If the procurement is even partially funded by a grant, select one of the non Local sources. In addition, you must obtain all required forms, and instructions from the grantor to be added to this solicitation document.

• Please include the full name of the funding agency (not the program): (required) —

  For Example: "Homeland Security"

• Federal-Aid Project No. (required) —

  Do not erase the text below. Enter the number after the text that reads "FEDERAL-AID PROJECT NUMBER:"

• Additional Federal Attachments —

  Below is a list of potential attachments that may or may not apply to your procurement.  Please review the attachments in the section named "Attachments" to ensure they are relevant and appropriate.

• Setup & Requirements
• Does this procurement include buying a public work? (required) —

  Construction, alteration, demolition, installation, or repair work done under contract and paid in whole or in part out of public funds. It can include preconstruction and post-construction activities related to a public works project.  For additional information on SB 854 please refer to the following link: www.dir.ca.gov/public-works/PublicWorksSB854FAQ.html

• How will the Winner be Chosen? (required)
• License or Certification Requirement? (required) —

  This particular question is to be answered for the company (or their subcontractors) not their employees.

• License or Certification Type: (required) —

  Please enter the Contractor License or Certification needed for this procurement. For example, "C33 - Painting and Decorating, OR Class A – General Engineering with Asbestos Certification, OR class B – General Building with Asbestos Certification".

• Is this a License from the State of California Licensing Board? (required)
• Does this procurement include any of the following (check all that apply)
• Has DoIT approved your specifications? (required)
• Type of Technology Included (required) —

  Goods/Equipment, Services, SAAS, Printers, Copiers/Scanners)

• Has BSFMD approved your specifications?
• HR Compliance with AB 339 (When buying a service or labor) —

  If any of the following items apply, please contact HR (Jaime Arellano, jarellano@cityofpasadena.net; (626) 744-7301) for approval before you proceed.  DO NOT SUBMIT BEYOND THIS POINT UNTIL YOU HAVE OBTAINED APPROVAL FROM HUMAN RESOURCES.

• Is experience required to be eligible to compete on this solicitation? (required)
• Is delivery of materials or supplies required? (required)
• Enter the maximum number of business days (Monday through Friday) allowed for delivery. (required) —

  Enter a numeric response only. For example "3"

• Delivery Address (required) —

  Provide a complete and specific address for the location of the delivery of the materials or supplies

• Specify the individual authorized to order products or services for this solicitation (required)
• Enter full name, job title, email, and phone number (required) —

  For example: John Doe, Superintendent, jdoe@cityofpasadena.net; 626-###-####

• PO Contract Term
• PO Contract Start Date (required) —

  Please enter a specific date for the following "The Contract resulting from this proposal is scheduled to start ##/##/####. "

• PO Contract End Date (required) —

  Please enter a specific date for the following "The Contract resulting from this proposal is scheduled to end ##/##/####."

• Verification Questions
• Include Verification Questions?
• Select the Questions for the Vendors to Answer (required)