|
This Solicitation is Now Closed
Statewide Feasibility Study
for a
Potential New York State Biodiesel Industry
Request for Proposals (RFP): 734-02
|
$200,000 Available
PROPOSALS DUE: Wednesday, January 8, 2003
3:00 pm Eastern Daylight Time*
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The New York State Energy Research and Development Authority (NYSERDA)
and the New York State Department of Agriculture and Markets seek
proposals to explore the potential of 1) expanded biodiesel use and
2) biodiesel production in New York State. A study is sought to identify
and quantify the techno-economic potential of each of these two elements
and explore policy options to support a New York State biodiesel industry.
There will be a total of $200,000 available under this RFP: $100,000
from NYSERDA and $100,000 from the New York State Department of Agriculture
and Markets. NYSERDA plans to award one contract. Cost sharing is
not required.
This solicitation includes the following:
Section
I. Program Interest Areas
II. Program Requirements
III. Proposal Format
IV. Proposal Evaluation
V. General Conditions
Intent to Propose Form
Proposal Checklist
Contract Pricing Proposal Form
PROPOSAL SUBMISSION:
Proposers must submit eleven (11) copies of the proposal with
a completed Proposal Checklist attached to the front of each copy.
Proposals must be clearly labeled on the outside of the package as
follows:
Karen Whalen, RFP No. 734-02
NYSERDA
17 Columbia Circle
Albany, NY 12203-6399
Technical questions: Judy Jarnefeld, jj1@nyserda.org,
(518) 862-1090 ext. 3293
Contractual questions: Diane Vogel, drv@nyserda.org,
(518) 862-1090, ext. 3299
Request additional copies of instructions for this RFP from Karen
Whalen by FAX (518) 862-1091, by e-mail (kew@nyserda.org),
by phone at (518) 862-1090 ext. 3268, by mail at the address above,
or download the RFP from our web site - www.nyserda.org
*Late proposals will be returned. Faxed or e-mailed
proposals will not be accepted. Proposals will not be accepted at
any other NYSERDA location other than the address specified above.
Additional information about NYSERDA programs and
opportunities can be found on our web site at www.nyserda.org.
I. PROGRAM INTEREST AREAS
INTRODUCTION
New York State is seeing a rapid growth of interest in, and use of
biodiesel as a blending element for petroleum based diesel and home
heating oil. From environmental and energy-independence viewpoints,
biodiesel-based fuel blends are highly attractive options to straight
petroleum diesel, where economics can justify their use. New York
State not only has an energy and environmentally conscious populous,
but also a vibrant agricultural sector (which could supply crop seed-oils
and/or animal fats as feedstocks for biodiesel) and major urban areas
that generate large quantities of waste restaurant greases (which
could also be recycled as biodiesel feedstocks).
The New York State Energy Research and Development Authority and the
New York State Department of Agriculture and Markets seek to explore
the potential of 1) expanded biodiesel use and 2) biodiesel production
in New York State. A study is sought to identify and quantify the
techno-economic potential of each of these two elements, and explore
policy options to support a New York State biodiesel industry. Complementary
work will be performed via NYSERDA's planned solicitation, "Biodiesel:
Development of Specific Opportunities," PON 736, available under
Funding Opportunities at our website www.nyserda.org.
The goal of this RFP is to provide better information that will result
in 1) a more focused program on biodiesel manufacturing and 2) formulation
of policies that will lead to economic development in New York State.
Biodiesel is a high-Btu fuel with properties similar to No. 2 petroleum
diesel fuel. Biodiesel consists of long-chain fatty acid alkyl esters
made from renewable vegetable oils, recycled cooking greases, or animal
fats. Technically, the term "biodiesel" means the fuel meets
American Society for Testing and Materials (ASTM) standards for diesel
transportation fuel. However, for purposes of this solicitation, biodiesel-like
fuels for non-transportation markets such as boiler heating oil should
also be considered, as appropriate.
Specific objectives are to:
- develop an overview and forecast of supply and demand for both
biodiesel feedstocks and products;
- provide an analysis of state-of-the-art production options for
biodiesel and co-products;
- conduct a market assessment focused on New York State;
- provide a public policy overview; and analyze cost and benefit
impacts of those policies under various scenarios, including impacts
to New York's agricultural sector and environment;
- provide an overview of technological trends and research needs;
and
- make specific recommendations for New York State, including options
or policy alternatives designed to overcome the identified market
and/or technical barriers.
WHO MAY PROPOSE
- Teaming arrangements are encouraged when necessary to meet project
goals. Teams may consist of experts in biodiesel, agriculture, public
policy, economics, the environment, fuel production and fuel distribution;
commercial firms; government organizations; universities; research
organizations; industry associations; or other stakeholders.
- The team leader could be any organization responsible for successful
completion of the project.
- Include letters of commitment from each team member in the proposal
appendix.
II. PROGRAM REQUIREMENTS
Projects selected for funding must:
- Address all program requirements in this Section II, Program
Requirements.
- Address the specific objectives listed in Section I. Proposers
must submit comprehensive proposals that address all of the objectives
in Section I, but that emphasize the following two main objectives:
1. an analysis of production options for biodiesel and byproducts
as they apply to New York State, and
2. an analysis of the impacts to New York State of public policy
options under various scenarios. Two required scenarios are
a) impacts to New York State if passage of a national Renewable
Fuel Standard occurs under the Federal Energy Bill H.R. 4 or equivalent
legislation; and,
b) impacts to New York State if no passage of a Renewable Fuel Standard
occurs.
- Cost sharing is not required.
- The amount and percent of funding allocated for specific tasks
will be considered for overall reasonableness with respect to meeting
project objectives.
- In addition, proposers are encouraged to identify and emphasize,
as appropriate, other innovative and effective approaches, strategies,
and tools that support the goals and objectives of this program.
Other Requirements
- A proposal may be considered non-responsive if it fails
to comply with the requirements above, the Proposal Format of Section
III, or the General Conditions of Section V.
- Prior to an award being made, potential contractors may be required
to demonstrate: access to financial resources sufficient to perform
the proposed work, appropriate technical experience and adequate
facilities (or the ability to access them), a good performance record,
and the ability to qualify for an award under applicable laws and
regulations.
III. PROPOSAL FORMAT
Your goal as a proposer should be to concisely present the
information needed to fully address the objectives and evaluation
criteria (see Section I and IV). Costly bindings or other presentation
material should not be used. A staple in the upper left corner is
preferred.
Proposals that grossly exceed the page limits or fail to follow the
format guidelines may be rejected as non-responsive.
Intent to Propose Form - This form is optional. However, we
use this information to better prepare for the proposals to be received,
and to improve our outreach activities. Please submit the form in
advance, as indicated on the Intent to Propose form attached to this
RFP.
Proposal Checklist - Complete the Proposal Checklist, attached
to this RFP, and include it as the front cover of each copy of the
proposal. Note the following:
- Indicate whether you accept the Standard Terms and Conditions
as contained in the attached Sample Agreement. If you do not accept
the Standard Terms and Conditions, be prepared to provide alternate
terms with justification based on the risk and benefit to NYSERDA
and New York State.
- Be sure that the individual signing the Checklist is authorized
to commit the proposer's organization to the proposal as submitted.
Executive Summary - Briefly summarize your proposal emphasizing
the following:
- Your proposed approach and how it will address the program requirements,
its technical basis and any innovative characteristics.
- Alternative solutions, and why your proposed approach is superior.
- Justify your rationale for the allocation of the budget among
the tasks. [The amount and percent of funding allocated for specific
tasks (as indicated in the Per-Subtask Cost Table) will be considered
for overall reasonableness with respect to meeting project objectives.]
The executive summary should be no more than two or three pages
in length. Please put the bulk of your effort into fully describing
each task in the Statement of Work.
Statement of Work - Provide the following:
The Statement of Work is the primary contractual document that outlines
work activities and required performance for payment by NYSERDA. It
is an action document that specifically delineates each step or procedure
required to accomplish the project objectives. Therefore, each action
shall be identified, indicating who will perform it, how it will be
performed and its intended result. Be clear and specific; concentrate
on "how" and not "why." Include quantifiable milestones
as deliverables where possible.
You may use the following Statement of Work outline as the basis
for your Statement of Work and expand or modify it as necessary
to fit your project and provide additional information.
Please note that the majority of effort should be concentrated
in Tasks 3 and 6.
Tasks 2 and 5, noted as "overviews" should be interpreted
as tasks to gather and summarize data from standard, available
sources such as literature searches and industry contacts. Content
from the overview tasks is intended to provide a contextual backdrop
of relevent data, trends, and issues for the specific analysis
contained in Tasks 3 and 6. |
The Statement of Work must be structured as an ordered set of tasks
and attachments as follows:
Introduction Briefly and clearly state the overall technical goals
of the project.
TASK 1: PROJECT MANAGEMENT
Subtask 1.1: Project Manager
Assign a project manager who will be responsible for communications
with NYSERDA and coordination of all project personnel, subcontractors,
schedule, budget, and reporting. The project manager shall serve as
the coordinator between all project participants, including coordination
of written progress reports, conference calls, project review meetings,
and other developments.
Subtask 1.2: Advisory Group Meetings
At a minimum, plan a kickoff Advisory Group meeting and a wrap-up
Advisory Group meeting. In addition to any Advisory Group members
designated by NYSERDA, identify other parties to participate at each
meeting, as appropriate. For each Advisory Group meeting, prepare
a meeting agenda (in advance), take minutes, and describe key meeting
results in the monthly and final reports. Arrange the Advisory Group
kickoff meeting to present strategy and discuss project scope, objectives,
and overall task prioritization, as well as interim goals. Arrange
a wrap-up Advisory Group meeting towards the end of the project to
present findings and discuss the Advisory Group's comments on the
preliminary report. In order to allow for detailed Advisory Group
comments, distribute the preliminary report to the Advisory Group
at least 2 weeks in advance of the wrap-up meeting. Although the preliminary
report must address all deliverables, be prepared to perform further
analysis as required to address Advisory Group comments and incorporate
them into the final report. (see note in Budget section)
Deliverables:
Kick-off Presentation to Advisory Group
Kick-off meeting
Wrap-up Presentation to Advisory Group
Wrap-up meeting
Subtask 1.3: Subcontractor Coordination (If applicable)
State how activities will be coordinated between the proposer and
any partners or subcontractors, and NYSERDA. A discussion of subcontracting
arrangements should also be included.
Subtask 1.4: Reporting
Monthly Reporting
The Contractor shall prepare and submit monthly reports describing
the progress of the project. Copies of the monthly progress report
shall be submitted to NYSERDA's Project Manager. The Monthly Progress
Reports shall be in the following letter format:
- Title of project;
- Agreement number;
- Period of this report;
- Progress during reporting period;
- Planned progress in the future;
- Identification of problems;
- Planned solutions;
- Ability to meet schedule and reasons for slippage in schedule;
- Schedule -- percent completed and projected; and,
- Analysis of actual costs incurred in relation to the budget.
Preliminary Report
The Contractor shall prepare and submit a preliminary report to the
Advisory Group, documenting the results of the entire project thus
far, including all deliverables identified in the tasks, and a brief
description of all methods, analyses, and results. (The length of
the final report is targeted to be 50 pages or less.)
Final Report
The Contractor shall prepare and submit a final report, consistent
with Exhibit C of the Sample Agreement, documenting the results of
the entire project, including all deliverables identified in the tasks,
and a brief description of all methods, analyses, recommendations,
and results. (The length of the final report is targeted to be 50
pages or less.)
1) At least one outline shall be given to NYSERDA for review.
2) A first draft of the final report shall be given to NYSERDA
for technical review, with at least 30 days allowed for review.
3) A second draft of the final report shall be prepared which
conforms with the "Report Format and Style Guide" (the Guide
contained in Exhibit C of the Agreement). The second draft shall address
or incorporate questions and comments resulting from review of the
first draft. The second draft shall be given to NYSERDA for technical
review follow-up and for format review, with at least 30 days allowed
for review.
4) A copy of the final report, in compliance with Exhibit C,
shall be submitted to NYSERDA's Manager of Technical Communications
which adequately addresses NYSERDA's comments.
Deliverables:
Monthly progress reports
Meetings: arrangements, agenda, minutes
Final Report: Outline, first draft, second draft
Task 2: CURRENT AND FORECAST SUPPLY AND DEMAND OVERVIEW
Subtask 2.1: Distillate Fuel Demand – Current and Forecast
Growth
Describe your methodology for how you will develop an overview of
current and forecasted growth of distillate fuel demand by
sector (e.g. industrial, commercial, residential, etc.) and end use
[e.g. Heavy Duty Highway Transportation (e.g., buses, large trucks),
Light Duty Highway Transportation (automobiles, small trucks), Marine,
Off-Road Construction, Off-Road Agricultural, Heating Oil (including
non-ASTM "biodiesel" as appropriate), Locomotive, Power
Generation, Other], both nationally and in New York State, with the
following deliverables. At a minimum, the overview should discuss
both transportation and home heating oil sectors:
Deliverables:
1. National distillate fuel demand by Sector and End Use
2. New York State distillate fuel demand by Sector and End Use
Subtask 2.2: Feedstock Supply Analysis
Describe your methodology for how you will develop an analysis of
a potential biodiesel feedstock supply with the following deliverables.
The analysis should include the current situation and potential growth,
both nationally and in New York State, and identify existing and possible
new alternative crop (e.g. mustard hybrids) and waste feedstocks.
Factors to consider for oil seed crops may include but are not limited
to potential production, climate and soil conditions, land availability
(including an analysis of what other crops would need to be taken
out of production to accommodate additional oilseed crop production)
, crop mixtures to keep demand up for co-products, competing uses,
etc. For waste greases, consider both yellow grease (used cooking
oils) and brown grease (grease from grease traps and wastewater treatment
residues), as well as animal fats. The analysis should discuss waste
grease/animal fat quality (water content, extent of oxidation, etc.)
as it pertains to biodiesel yield, and yield from grease/animal fats
should be compared to the yield of oil seed crops:
Deliverables:
1. Supply of Oil Seed Crops
2. Supply of Animal Fats and Waste Greases (both yellow and brown
greases)
Subtask 2.3: Co-product Demand/Disposal Analysis
Describe your methodology for how you will develop an analysis of
demand or disposal options for biodiesel co-products with the following
deliverables. For each co-product, the analysis should include the
current situation and potential growth, both nationally and in New
York State. The analysis should also discuss how processing options
for the co-products might lead to differing end-uses (e.g. purity
levels) and therefore differing demand.
Deliverables:
1. Demand/disposal of Oil Seed Meal by Sector and End-Use
2. Demand/disposal of Glycerine by Sector and End-Use
3. Demand/disposal of Other Co-products as applicable
Task 3: PRODUCTION ANALYSIS – BIODIESEL AND BYPRODUCTS
Subtask 3.1: New York State Production Options
Describe your methodology for how you will develop an analysis of
biodiesel production options appropriate for New York State with the
following deliverables. The analysis should include a description
of how production of biodiesel from waste grease and/or animal fats
can be done in either a stand-alone fashion, or in conjunction with
a vegetable oil-based production facility. The analysis should link
to the discussion of grease quality (water content, extent of oxidation,
etc.) in Subtask 2.2 and analyze the effect of grease quality
on production options. The analysis should detail how production in
New York State may differ from production elsewhere, as applicable.
The analysis should also be linked to the discussion in Subtask
2.3 regarding processing options (and resulting end-use or disposal
options) for co-products. The analysis should include a discussion
of the likely or recommended size of a New York State biodiesel production
facility, based on feedstock supply as determined in Subtask 2.2
as well as other economic factors as appropriate:
Deliverables: Production options for:
1. Vegetable Oil-Based Biodiesel
- Small scale production facility – technologies and
economic analysis
- Large scale production facility – technologies and
economic analysis
2. Waste Grease-Based (both yellow and brown greases) and Animal
Fat-Based Biodiesel
- Technologies and economic analysis
Subtask 3.2: New York State Feedstock Collection Channels
Describe your methodology for how you will develop an analysis of
biodiesel feedstock collection channels in New York State with the
following deliverables. The analysis should include a discussion of
national feedstock collection channels, as appropriate, to clarify
aspects unique to New York State. The analysis should identify current
and potential major players in collection of New York feedstocks,
as well as discuss those players' collection methods.
Deliverables:
1. Current Feedstock Collection Channels and Methodology
2. Potential Growth in Feedstock Collection
- Infrastructure requirements
- Transportation requirements
- Opportunities and barriers
Subtask 3.3: Existing Biodiesel Production Facilities, Capacities,
and Trends
Describe your methodology for how you will develop an overview of
existing biodiesel production facilities, their production capacities,
and trends in actual production as well as production capacity. The
overview should also briefly address potential biodiesel production
in facilities that are not dedicated specifically to biodiesel (i.e.
identify key players such as chemical manufacturing facilities that
could easily transition to biodiesel manufacturing, etc.)
Deliverables:
1. Overview of Existing Biodiesel Production Facilities, Capacities,
and Trends -- National
2. Overview of Existing Biodiesel Production Facilities, Capacities,
and Trends -- New York State
Subtask 3.4: Agricultural Impacts
Describe your methodology for how you will develop an analysis of
agricultural impacts of biodiesel production. The analysis should
include a discussion of national impacts, as appropriate, to clarify
aspects unique to New York State. The analysis should link to the
discussion in Subtasks 2.2 and 2.3 of New York State feedstocks
and co-products. At a minimum, the analysis should address the price
and cost impacts of specific agricultural feedstocks, e.g. soybeans,
on other types of crops and on outlets for co-products, e.g., animal
feeds.
Deliverable:
1. Analysis of agricultural Impacts
Task 4: MARKET ASSESSMENT
Subtask 4.1: Current New York State Market Segmentation –
Opportunities and Barriers
Describe your methodology for how you will develop an assessment of
opportunities and barriers by end-use and sector in the current New
York State market with the following deliverables. The assessment
should link to the discussion in Subtask 2.1 regarding distillate
fuel demand by sector and end-use. The assessment should address the
use of low-percentage blends of biodiesel for lubricity in various
end-uses, as appropriate, and discuss the cost of using biodiesel
for lubricity as compared to competing lubricity products.
Deliverables: Opportunities and Barriers for biodiesel in the
following end-uses:
1. Heavy Duty Highway Transportation (e.g., buses, large trucks)
2. Light Duty Highway Transportation (automobiles, small trucks)
3. Marine
4. Off-Road Construction
5. Off-Road Agricultural
6. Heating Oil (including non-ASTM "biodiesel" as appropriate)
7. Locomotive
8. Power Generation
9. Other, as appropriate
Subtask 4.2: Distribution Channels
Describe your methodology for how you will develop an assessment of
current and potential biodiesel distribution channels in New York
State with the following deliverables. The assessment should include
a discussion of national biodiesel and distillate fuel distribution
channels, as appropriate, to clarify aspects unique to New York State.
The analysis should identify current and potential major players in
New York.
Deliverables:
1. Current Channels
2. Potential Growth
- Infrastructure requirements
- Transportation requirements
- Opportunities and Barriers
Subtask 4.3: Economic Sensitivity Analysis of Regional (New
York and Northeast) versus National Scenarios
Describe your methodology for how you will develop a sensitivity analysis
regarding the economics of biodiesel production, with the following
deliverables. The analysis should include a discussion of national
scenarios, as appropriate, to clarify aspects unique to New York State
and/or the Northeast region. The analysis should link to Subtasks
4.1 and 4.2 regarding biodiesel distribution channels and end-use
markets. The analysis should include a discussion of the likely or
recommended attributes for a New York State and/or Northeast regional
biodiesel industry, including regional marketing strategies (e.g.,
if feedstock differs, then product characteristics and marketing strategies
may differ, or, if emphasis on end-uses differ, such as a possible
regional focus on use of biodiesel in home heating oil, then regional
marketing strategies may differ ).
Deliverables: An economic sensitivity analysis that incorporates:
1. Regional versus national production/distribution channels
2. Regional versus national end-use markets
3. Regional versus national marketing strategies
Task 5: PUBLIC POLICY OVERVIEW
Describe your methodology for how you will develop an analysis of
public policies for biodiesel. Address policies as they pertain to
use of low-percentage biodiesel blends as lubricity agents.
Subtask 5.1: Existing Federal Programs and Policies
Describe your methodology for how you will develop an overview of
existing (and pending as appropriate) federal programs and policies
related to biodiesel that addresses the following deliverables.
Deliverables: Overview of programs and policies:
Energy and Environmental
- Federal EPACT Legislation
- Potential National Renewable Fuel Standard (RFS)
- Federal Diesel Emissions Regulations
- Federal Low Sulfur Diesel Fuel Regulations
- Other
Agricultural
- Commodity Credit Corporation Bioenergy Program
- USDA – Other Farm Bill biodiesel initiatives
- USDA – Crop-based initiatives
Subtask 5.2: Existing Programs and Policies in Other States
Describe your methodology for how you will develop an overview of
existing (and pending, as appropriate) programs and policies related
to biodiesel in other states that addresses the following deliverables.
Briefly address the observed impacts of those existing programs.
Deliverables: Overview of :
1. State-by-State Initiatives
2. State-by-State Impacts
Subtask 5.3: Existing New York State Programs and Policies
Describe your methodology for how you will develop an overview of
existing programs and policies, as well as pending initiatives related
to biodiesel in New York State that addresses the following deliverables.
Deliverables: Overview of :
1. Energy and Environmental Programs and Policies (including Executive
Order 111)
2. Agricultural Programs and Policies
Task 6: ANALYSIS OF NEW YORK STATE PUBLIC POLICY OPTIONS AND
ASSOCIATED COSTS/BENEFITS
Describe your methodology for how you will develop an analysis of
public policy options for New York State. At a minimum the analysis
should include options under two main scenarios: with and without
effects of passage of a national Renewable Fuel Standard under the
Federal Energy Bill. Address the impacts of those program options.
(note: environmental impacts should be addressed only briefly and
include spills and quantification of potential greenhouse gas reductions
but not more complex issues such as impacts on ozone.) Address the
viability of a fuel-based incentive/policy that links to in-state
production of biodiesel. Address technical and marketing barriers
to implementation of policies. Address how New York policy options
relate to existing and proposed policies at the federal level and
in other states.
Describe your methodology for how you will make specific recommendations
for public policy options for New York State, as well as identify
public policy options unique to New York State and/or the Northeast.
Subtask 6.1: Fuel-based Incentives, Policies and Impacts
Describe your methodology for how you will develop an analysis of
impacts from various fuel-based incentives and policies. The analysis
should address, for both public and private sectors: 1) how specific
incentives and policies impact New York State with respect to energy,
the environment, jobs in New York State, agriculture, tax and highway
trust fund revenues, and other New York State impacts associated with
incentive or policy implementation which may be relevant; 2) incentives
and policies that focus on the use of biodiesel in blends including,
at a minimum, B2, B20, and a sliding scale of biodiesel percentages;
3) the use of biodiesel as a lubricity agent as it pertains to incentives;
and, 4) significant issues and impacts to New York State, the public
sector, and the private sector associated with implementation of specific
incentives or policies.
Deliverables: Analysis of Impacts from Fuel-based Incentives
with:
1. A Focus on B2 blends – Impacts to the State, public sector,
and private sector
2. A Focus on B20 blends – Impacts to the State, public sector,
and private sector
3. A Focus on a Sliding Scale of Biodiesel Blend Percentage –
Impacts to the State, public sector and private sector
Subtask 6.2: Production-based Incentives, Policies and Impacts
Describe your methodology for how you will develop an analysis of
impacts from various production-based incentives and policies. The
analysis should address: 1) how specific incentives and policies impact
New York State with respect to energy, the environment, New York State
economic development, agriculture, and any other relevant impacts
associated with incentive or policy implementation; 2) impacts to
New York's agricultural sector at the crop level, including, but not
limited to land usage for crops, crop prices, and animal feed prices;
3) impacts to New York's waste grease/fats sector, including, but
not limited to recycling benefits and disposal cost avoidance; 4)
impacts resulting from refining biodiesel within New York State, including
farmer-owned refining operations.
Deliverables: Analysis of Impacts from Production-based Incentives
and Policies that addresses:
1. Crop Impacts
2. Waste Grease/Fat Impacts
3. Impacts at the Refining level
Task 7: TECHNOLOGY TRENDS, RESEARCH, DEVELOPMENT & DEMONSTRATION
NEEDS
Describe your methodology for how you will develop a summary of technology
trends as well as research, development and demonstration needs for
the following deliverables. Your summary should make specific recommendations
for trends and needs appropriate for New York State investment that
address technical and marketing barriers, as well as identify trends
and needs unique to New York State and/or the Northeast.
Deliverables: Trends and Needs for:
1. Feedstock alternatives
2. Fuel characteristics
3. Emissions
4. End-use equipment considerations
5. Co-products (e.g. foods, chemicals, other products that might improve
the potential market for biodiesel co-products)
Proposed Schedule – Provide the following (one page):
- Present a realistic schedule, with a starting point and duration
for each task and subtask in the Statement of Work, preferably in
a bar chart. Identify critical path items and timing of major milestones.
Proposer Qualifications - Identify the following (one to three
pages, depending on team size):
- Proposer and any other team members and major subcontractors.
Provide a chart showing key roles and responsibilities, and the
relationship between team members.
- Project Manager and other key individuals.
- Qualifications of all businesses, organizations, and individuals
named above, including relevant experience and references. Specifically,
describe experience related to biodiesel, agriculture, public policy,
economics, the environment, fuel production and fuel distribution.
- NYSERDA contracts awarded in the past five years, if any.
Budget - Provide the following:
- Contract Pricing Proposal Form (CPPF) Submit a completed
form for each of the following:
- The total project, including in-kind contributions
- Each subcontractor with a proposed subcontract in excess of $10,000;
and,
Attach detailed budget breakdowns for equipment, material, labor
and travel. Provide the number of labor hours expected for each individual
or labor category (such as "project manager", "design
engineer" or "manufacturing technician") and for each
subcontractor. Provide rates for each skill type or labor category
identified.
- Per-Subtask Cost Table Submit one table indicating both:
1) the total expenditures for each subtask in the Statement of Work
and
2) the percent of total effort for each subtask.
Please note: Subtask 1.2, Advisory Group Meetings, is required. The
Advisory Group will review the preliminary report and may request
additional analysis or clarification on certain tasks. Allow funds
($25,000 is suggested) for further analysis of identified issues in
between submission of the preliminary report and the draft final report.
Appendix - Letters of Commitment or Support - If you are relying
on any other organization or business to do some of the work, provide
services or equipment, or share in any non-NYSERDA cost, include a
letter from that organization or business describing their commitment.
Absence of letters of commitment or support will be interpreted
as the proposer not having commitment or support from those parties.
IV. PROPOSAL EVALUATION
Proposals will be reviewed by a Technical Evaluation Panel (TEP)
and will be scored and ranked according to the following criteria,
listed in order of importance.
EVALUATION CRITERIA
OTHER CONSIDERATIONS
Proposals will be reviewed to determine if they reflect NYSERDA's
overall objectives, including: the availability and quality of public
data that will come out of the project, the balance among NYSERDA
projects of long-term and short-term benefits, risk/reward relationships,
similar ongoing or completed projects, the general distribution of
NYSERDA projects among industries and other organizations, and the
distribution of projects within New York State.
V. GENERAL CONDITIONS
Proprietary Information - Careful consideration should be given before
confidential information is submitted to NYSERDA as part of your proposal.
Review should include whether it is critical for evaluating a proposal,
and whether general, non-confidential information, may be adequate
for review purposes.
The NYS Freedom of Information Law, Public Officers law, Article
6, provides for public access to information NYSERDA possesses. Public
Officers Law, Section 87(d)(2) provides for exceptions to disclosure
for records or portions thereof that "are trade secrets or are
submitted to an agency by a commercial enterprise or derived from
information obtained from a commercial enterprise and which if disclosed
would cause substantial injury to the competitive position of the
subject enterprise." Information submitted to NYSERDA that the
proposer wishes to have treated as proprietary, and confidential trade
secret information, should be identified and labeled "Confidential"
or "Proprietary" on each page at the time of disclosure.
This information should include a written request to except it from
disclosure, including a written statement of the reasons why the information
should be excepted. See Public Officers Law, Section 89(5) and the
procedures set forth in 21 NYCRR Part 501.
Omnibus Procurement Act of 1992 - It is the policy of New
York State to maximize opportunities for the participation of New
York State business enterprises, including minority- and women-owned
business enterprises, as bidders, subcontractors, and suppliers on
its procurement Agreements.
Information on the availability of New York subcontractors and suppliers
is available from:
Empire State Development
Division For Small Business
30 South Pearl Street
Albany, NY 12245
A directory of certified minority- and women-owned business enterprises
is available from:
Empire State Development
Minority and Women's Business Development Division
30 South Pearl Street
Albany, NY 12245
Contract Award - NYSERDA anticipates making one award under
this solicitation. It may award a contract based on initial applications
without discussion, or following limited discussion or negotiations.
Each offer should be submitted using the most favorable cost and technical
terms. NYSERDA may request additional data or material to support
applications. NYSERDA will use the Sample Agreement to contract successful
proposals.
Limitation - This solicitation does not commit NYSERDA to
award a contract, pay any costs incurred in preparing a proposal,
or to procure or contract for services or supplies. NYSERDA reserves
the right to accept or reject any or all proposals received, to negotiate
with all qualified sources, or to cancel in part or in its entirety
the solicitation when it is in NYSERDA's best interest.
Disclosure Requirement - The proposer shall disclose any indictment
for any alleged felony, or any conviction for a felony within the
past five years, under the laws of the United States or any state
or territory of the United States, and shall describe circumstances
for each. When a proposer is an association, partnership, corporation,
or other organization, this disclosure requirement includes the organization
and its officers, partners, and directors or members of any similarly
governing body. If an indictment or conviction should come to the
attention of NYSERDA after the award of a contract, NYSERDA may exercise
its stop-work right pending further investigation, or terminate the
agreement; the contractor may be subject to penalties for violation
of any law which may apply in the particular circumstances. Proposers
must also disclose if they have ever been debarred or suspended by
any agency of the U.S. Government or the New York State Department
of Labor.
Attachments
Attachment A - Intent to Propose (Optional)
Attachment B - Proposal Checklist
Attachment C - Contract Pricing Proposal Form (CPPF) and Instructions
Attachment D - Sample Agreement
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) may eliminate the proposal from further consideration. Does
the proposal:
