NYSDOS Wholesale Electric Markets Consulting Services RFP#14-UIU-2 Bidders Conference July 28, 2014

Agenda Consultant and Consumer Advocacy Services Proposal Package – Technical Proposal Format – Cost Proposal Format Schedule 2

Responses to questions asked today are considered preliminary. Final answers to all questions will be posted on the website by August 12,

SERVICES 4

Assist UIU in Representing the Interests of End-Use Consumers Advocacy services at NYISO Consultant to UIU for select issues at FERC or NYSRC 5

Subject Matter Areas Budget, Priorities and Financing (est. 100 hrs) Planning and Resource Adequacy (est. 400 hrs) Capacity Markets and Demand Response (est. 850 hrs) Energy and Ancillary Markets and Demand Response (est. 850 hrs) Gas Supply and Electric Generation (est. 200 hrs) 6

Consumer Advocacy Services Primary Responsibilities Regularly attend NYISO meetings and report to UIU Advocate positions and develop proposals Analyze proposed modifications to market rules from FERC, NYSRC, and NYISO Develop memoranda on relevant issues and recommendations Interact and coordinate with other consumer groups 7

Consumer Advocacy Services Periodic Tasks Draft comments and testimony for FERC Appear in other administrative or legal proceedings Provide technical assistance in briefing the PSC 8

Ideal Candidate Qualifications Demonstrated experience in the wholesale electric market Excellent organization and communication skills to promote consumer interests and report back to UIU Ability to work in collaborative partnerships 9

Travel Requirements Located within commuting distance of the Albany area, or be willing to pay for their own travel to all NYISO meetings scheduled to be longer than two hours All other travel must be first pre-approved in writing by DOS 10

PROPOSAL FORMAT 11

Proposal Package Submittal Requirement Technical Proposal – No financial or pricing information – One original and four exact copies – Sealed envelop labeled correctly Cost Proposal – One original only – Sealed envelop labeled correctly 12

ONE PROPOSAL PACKAGE (TECHNICAL PROPOSAL AND COST PROPOSAL) FOR EACH WORKING GROUP SUBJECT MATTER AREA 13

Technical Proposal Technical Proposal Transmittal Letter – Attachment 6 Qualifications and Overall Experience – Maximum 15 pages References – No Page Limit Non-Collusive Bid Certification – Attachment 3 Conflict of Interest Statement – Attachment 4 Lobbying Form – Attachment 5 M/WBE Forms (if applicable) – Attachment 9 14

Cost Proposal Cost Proposal Transmittal Letter – See Attachment 7 of RFP – Costs valid for 365 days – Original Signature Only Cost Proposal Bid Form – See Attachment 8 of RFP – List Hourly Rates 15

SCHEDULE 16

Key Dates Questions Due: August 4, 2014 Questions and Answers Posted: August 12, 2014 Bid Due Date: August 29, :00 PM 17

JUDY FUENTES NEW YORK STATE DEPARTMENT OF STATE 1 COMMERCE PLAZA 99 WASHINGTON AVENUE, SUITE 1110 ALBANY, NY RFP # 14-UIU-2 OR Questions 18

LUANN HART, DIRECTOR BUREAU OF FISCAL MANAGEMENT NYS DEPT. OF STATE 1 COMMERCE PLAZA 99 WASHINGTON AVE. SUITE 1110 ALBANY, NY RFP # 14-UIU-2 Bid Submission Address 19

REMINDER Responses to questions asked today are considered preliminary. Final answers to all questions will be posted on the website by August 12,

ADDITIONAL QUESTIONS? 21