HGACEnergy Electricity Aggregation Professional Broker Services

H-GAC is seeking qualified firms to provide professional electricity aggregation broker services.

HGACBuy, the Cooperative Purchasing Program of H-GAC, issues bid and proposal invitations and makes awards on behalf of our local government Members (municipalities, counties, K-12 schools, universities, hospital and special districts, and other local agencies), within and beyond Texas. [...] To facilitate these electricity purchases, H-GAC established a contract for an Electricity Aggregation Broker. This representative serves as a liaison between the H-GAC Aggregation Members and the REPs under contract.

It is H-GAC's intention to use this Solicitation to establish a Broker contract(s) in Texas only (Broker would serve the needs of the Aggregation Members within Texas).

The Broker must perform, at a minimum, the tasks listed within this Scope of Work.

Task 1 – Aggregation and Procurement Services

Broker will assist H-GACEnergy with the development of one or more procurement solicitations as required and must provide aggregation and procurement services including, but not limited to:

• Develop specifications, requirements and evaluation criteria to solicit Requests for Proposals (RFP) or Request for Qualifications (RFQ) from The Retail Electric Providers (REPs)
• Assist H-GAC with the evaluation of the responses received
• In coordination with H-GAC, create a short list of REPs and negotiate contract terms with recommended REP’s

Task 2 - Broker Services and Contract Negotiations

Broker must act as H-GACEnergy’s representative for electricity services and must provide technical expertise during negotiations and terms of any contract with prospective members and REP’s.

Task 3 - Marketing

HGACEnergy and the Broker will coordinate marketing efforts to maximize benefits to existing and potential Customers. [...] Task 3 Deliverables:

• Technical memo detailing recommended marketing strategy;
• Narrative memo explaining what activities will be undertaken and resources applied to promote the use of HGACEnergy contracts and how this information will be communicated to existing and potential new Customers.

Task 4 - Customer Enrollment/Transition Process

Broker will take all steps necessary to effectuate the transfer of HGACEnergy Customer data from the current REP to the new REP, upon approval by the Customer with an REP. [...] Task 4 Deliverables:

- Technical memo detailing established procedures regarding facilitation of Customer enrollment and transition.

Task 5 - Customer Service

The Broker must provide customer service for the duration of the retail agreement to any entity which becomes a Customer and purchases electricity through HGACEnergy.

Task 6 - Aggregation Program Implementation and Reporting

Broker will implement and provide oversight of the Aggregation program and reports will be provided on a weekly, monthly, quarterly, annually, or as requested by HGACEnergy. [...] Task 6 Deliverables:

- Technical memo detailing proposed implementation strategy and recommended reporting schedules.

**Submission method:** RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO: https://procurement.opengov.com/portal/h-gac

Submissions must be in PDF or Excel format ONLY where indicated and uploaded to the designated section. Documents uploaded into incorrect sections or other formats may be deemed non-responsive and the submission rejected. Additionally, zip files are not allowed.

All responses and required documents must be submitted via the OpenGov system before the deadline. The system will close automatically at the specified time, and late or incomplete submissions will not be accepted.

Minimum Qualifications

• Must have a history of successful electricity consulting with local, state, or federal government interests.
• Public Utility Commission aggregator certification documentation
• At least five (5) years of experience consulting with municipalities on aggregation services of similar size and scope
• Must not be owned by, or be a subsidiary of, any energy supplier

**Insurance:** Maintain professional liability/errors and omissions, commercial general liability, and cyber liability insurance in amounts acceptable to H-GAC, and provide certificates of insurance upon request.

**Contract term:** H-GAC estimates that the resulting contract will have an initial term of approximately twelve (12) months. The contract may be renewed by mutual agreement of the parties, subject to programmatic needs, funding availability, applicable laws and regulations, and any required Board approvals.

H-GAC makes no guarantee of volume or usage under any contract resulting from this Solicitation.