Heat Pump Savings and Installation Specification Study
Energy Trust of Oregon is seeking proposals to conduct a heat pump savings and installation specification study for its Residential Home Retrofit program. The work includes segmentation, desk reviews, site visits, contractor interviews, and development of an updated specification and field test plan. Proposals are due October 16, 2026, with a budget of approximately $250,000.
Categories
Important dates
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Published
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Intent to bid due
Submit via email to Cody Kleinsmith; not binding
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Questions/requests for additional information due
Submit via email to Cody Kleinsmith
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Clarifications and question responses posted
Posted on Energy Trust website
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Submission deadline
Deadline passed -
Draft phase one report due
Deliverable deadline for phase one report to Energy Trust
AI overview
Energy Trust of Oregon (Energy Trust) is a nonprofit organization selected and overseen by the Oregon Public Utility Commission to help utility customers lower energy costs, increase energy savings, and generate renewable energy. Through this Request for Proposals (RFP), Energy Trust seeks a qualified contractor to perform an evaluation and research study on heat pump measure performance and installation specifications within the Residential Home Retrofit program. This study is driven by lower-than-expected realization rates for heat pump measures, consistent with regional trends. The evaluation will use a mixed-methods approach to identify installation and operational drivers of high and low energy savings, develop an updated installation specification, and design a field test plan for a potential second phase. This RFP covers the first phase only.
The scope of work comprises ten major tasks: project kick-off, work plan development, heat pump project segmentation via pre-post billing analysis, project segment desk reviews of sampled projects, site visits with participating customers, interviews with installation contractors, a literature review of heat pump installation best practices, a phase one report and workshop, a phase two field test design memo, and ongoing project management. The selected evaluator will be expected to deliver a draft phase one report by December 31, 2027. The anticipated contract type is time-and-materials with a not-to-exceed budget. Energy Trust strongly encourages participation by certified small and disadvantaged businesses under its Inclusive Procurement Policy.
Key dates in the RFP process include: RFP issued September 16, 2026; Intent to Bid and Questions due September 25, 2026; Clarifications posted October 2, 2026; and Proposals due October 16, 2026 at 5:00 PM Pacific. The budget for this scope is anticipated to be approximately $250,000, although Energy Trust reserves the right to revise assumptions. Proposals must be submitted electronically in PDF format via email to the contact listed below. No faxed or print proposals will be accepted.
Proposals will be evaluated on technical approach, team qualifications and staffing, proposed budget, diversity/equity/inclusion experience, data security and confidentiality practices, and a work product example. Required proposal elements include firm qualifications, a staffing plan, a technical proposal not to exceed ten pages, a schedule, a detailed budget using the provided template, DEI experience, data security certifications or policies, a work product example, resumes, insurance information, a conflict of interest disclosure, and a signed representations page. All proposals must be received by the deadline; late submissions will not be considered.
Resources & contact
Proposal Document
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