Firm: Evaluator: Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN Exceptional Good Adequate Poor Inadequate (4 points) (3 points) (2 points) (1 point) (0 points) A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities. Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably: 1.Longevity of utility generation, transmission, and distribution operations greater than 5 years; 2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources; 3.Corporate culture demonstrating a long-term commitment to operations; 4.Strong focus on maintaining reliability and minimizing time of disruptions; and 5.Focus on maintaining rate stability for customers, as illustrated through historical rates Where available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment Exceptional Good Adequate Poor Inadequate (4 points) (3 points) (2 points) (1 point) (0 points) Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville Exceptional Good Adequate Poor Inadequate (4 points) (3 points) (2 points) (1 point) (0 points) Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of: 1.Protection of certain employee retirement benefits; 2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and 3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019 Exceptional Good Adequate Poor Inadequate (4 points) (3 points) (2 points) (1 point) (0 points) Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following: 1.Position the business for the future; 2.Create new revenue channels; and 3.“Future-proof” the utility business. Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so Exceptional Good Adequate Poor Inadequate (4 points) (3 points) (2 points) (1 point) (0 points) Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team Exceptional Good Adequate Poor Inadequate (4 points) (3 points) (2 points) (1 point) (0 points) Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans Exceptional Good Adequate Poor Inadequate (4 points) (3 points) (2 points) (1 point) (0 points) Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA Exceptional Good Adequate Poor Inadequate (4 points) (3 points) (2 points) (1 point) (0 points) 67.50 7.50 11.25 3 3 3 0 3 3 Total Score Innovation Plan (15% Weighted Value) Innovation Plan (15% Weighted Value) Environmental, Social and Governance (10% Weighted Value) Environmental, Social and Governance (10% Weighted Value) 0.00 Evaluation Matrix Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value) Solicitation 127-19 ITN for Strategic Alternatives Reply 1 Juli Crawford 3 15.00 Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value) 3 Experience and Customer Commitment (15% Weighted Value) Economic Development and Benefits to Jacksonville (10% Weighted Value) Economic Development and Benefits to Jacksonville (10% Weighted Value) Employee Retention and Benefits (10% Weighted Value) Employee Retention and Benefits (10% Weighted Value) 7.50 Experience and Customer Commitment (15% Weighted Value) 11.25 Community Stewardship (10% Weighted Value) Community Stewardship (10% Weighted Value) 7.50 Financial Stability (10% Weighted Value) Financial Stability (10% Weighted Value) 7.50
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
67.50
7.50
11.25
3
3
3
0
3
3
Total Score
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
0.00
Evaluation Matrix
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Solicitation 127-19 ITN for Strategic Alternatives Reply 1 Juli Crawford
3 15.00
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)Ec
onom
ic D
evel
opm
ent a
nd B
enef
its
to Ja
ckso
nvill
e (1
0% W
eigh
ted
Valu
e) Economic Development and Benefits to Jacksonville (10% Weighted Value)
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
7.50
Experience and Customer Commitment (15% Weighted Value)
11.25
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
7.50
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
93.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 3 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
83.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 4 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
77.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 5 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
82.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 6 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
75.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 7 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
75.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 8 Scored assuming partnership
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
77.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 9 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
63.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
0 0.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 10 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
85.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 11 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
83.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 13 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
66.25
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 14 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
75.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 15 Juli Crawford
Prop
osal
to A
chie
ve JE
A’s
Goal
s in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Envi
ronm
enta
l, So
cial
and
Go
vern
ance
(10%
Wei
ghte
d Va
lue)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
75.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
7.50
3
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)Ec
onom
ic D
evel
opm
ent a
nd B
enef
its
to Ja
ckso
nvill
e (1
0% W
eigh
ted
Valu
e) Economic Development and Benefits to Jacksonville (10% Weighted Value)
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
7.50
Experience and Customer Commitment (15% Weighted Value)
11.25
Evaluation Matrix
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Solicitation 127-19 ITN for Strategic Alternatives Reply 1 Shawn Eads
3 15.00
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
7.50
11.25
3
3
3
3
3
3
Total Score
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
7.50
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
70.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 3 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
1 3.75
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
78.75
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 4 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
75.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 5 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
77.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 6 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
78.75
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 7 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
71.25
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 8 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
83.75
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 9 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
62.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 10 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
1 5.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
86.25
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 11 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
81.25
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 13 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
70.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 14 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
67.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
Go
vern
ance
(10%
Wei
ghte
d Va
lue)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 15 Shawn Eads
Prop
osal
to A
chie
ve JE
A’s
Goal
s in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
53.75
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
5.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
7.50
2
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)Ec
onom
ic D
evel
opm
ent a
nd B
enef
its
to Ja
ckso
nvill
e (1
0% W
eigh
ted
Valu
e) Economic Development and Benefits to Jacksonville (10% Weighted Value)
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
5.00
Experience and Customer Commitment (15% Weighted Value)
7.50
Evaluation Matrix
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Solicitation 127-19 ITN for Strategic Alternatives Reply 1 Jon Kendrick
2 10.00
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
5.00
11.25
2
2
3
1
2
3
Total Score
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
2.50
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
92.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 3 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
100.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 4 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
83.75
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 5 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
100.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 6 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
95.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 7 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
82.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 8 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
87.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 9 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
60.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 10 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
1 2.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
2 5.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
97.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 11 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
97.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 13 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
83.75
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 14 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
87.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
Go
vern
ance
(10%
Wei
ghte
d Va
lue)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 15 Jon Kendrick
Prop
osal
to A
chie
ve JE
A’s
Goal
s in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate 2
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
43.75
2.50
3.75
1
1
1
1
1
2
Total Score
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
2.50
Evaluation Matrix
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Solicitation 127-19 ITN for Strategic Alternatives Reply 1 Joe Orfano
10.00
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)Ec
onom
ic D
evel
opm
ent a
nd B
enef
its
to Ja
ckso
nvill
e (1
0% W
eigh
ted
Valu
e) Economic Development and Benefits to Jacksonville (10% Weighted Value)
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2.50
Experience and Customer Commitment (15% Weighted Value)
15.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
2.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
5.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
88.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
1 3.75
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 3 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
88.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 4 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
83.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
2 5.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 5 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
95.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 6 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
92.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 7 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
65.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
2 5.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
1 2.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 8 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
1 5.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
83.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 9 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
43.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
2 5.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
1 2.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
1 2.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
1 2.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
1 3.75
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
1 2.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 10 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
92.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 11 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
92.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 13 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
4 20.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
68.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 14 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
85.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 15 Joe Orfano
Prop
osal
to A
chie
ve JE
A’s
Goal
s in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
4 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Envi
ronm
enta
l, So
cial
and
Go
vern
ance
(10%
Wei
ghte
d Va
lue)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
21.25
2.50
3.75
1
1
1
1
1
1
Total Score
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
2.50
Evaluation Matrix
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Solicitation 127-19 ITN for Strategic Alternatives Reply 1 Jordan Pope
1 5.00
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
0
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)Ec
onom
ic D
evel
opm
ent a
nd B
enef
its
to Ja
ckso
nvill
e (1
0% W
eigh
ted
Valu
e) Economic Development and Benefits to Jacksonville (10% Weighted Value)
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2.50
Experience and Customer Commitment (15% Weighted Value)
0.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
2.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
2.50
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
85.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
4.00 15.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 3 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
85.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 4 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
72.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
2 5.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 5 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
82.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
4 10.00
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 6 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
66.25
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 7 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
56.25
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
2 5.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
2 5.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
2 7.50
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 8 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
57.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
2 5.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
1 2.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
2 7.50
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 9 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
21.25
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
1 2.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
0 0.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
1 2.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
1 3.75
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
0 0.00
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
1 2.50
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 10 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
1 5.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
75.00
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
3 11.25
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
4 10.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 11 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
83.75
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
4 10.00
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
4 10.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
4 10.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
4 15.00
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
3 11.25
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 13 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
3 15.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
52.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
1 2.50
Total Score
Envi
ronm
enta
l, So
cial
and
G
over
nanc
e (1
0% W
eigh
ted
Valu
e)
Environmental, Social and Governance (10% Weighted Value)
2 5.00
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
3 7.50
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Expe
rienc
e an
d Cu
stom
er C
omm
itmen
t (15
% W
eigh
ted
Valu
e)
Experience and Customer Commitment (15% Weighted Value)
2 7.50
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
2 5.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 14 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goa
ls in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00
Firm: Evaluator:
Respondents must indicate clearly and specifically how their Reply would allow JEA to achieve the goals outlined in this ITN
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
A summary of experience managing related or similar operations of comparable size and scope to JEA is required. The Respondent must provide information regarding its experience, knowledge, skills, and abilities for owning, operating, and managing electric generation, transmission, distribution, and water systems or other complex business entities.Specific information regarding experience in other customer service areas, including customer billing, complaint management and resolution history, experience with purchases of other utility systems, customer question management, and emergency repair reply times should be included. Replies demonstrating the following will be treated favorably:1.Longevity of utility generation, transmission, and distribution operations greater than 5 years;2.Successful customer relations demonstrated through customer outreach, surveys such as JD Power or other comparable sources;3.Corporate culture demonstrating a long-term commitment to operations;4.Strong focus on maintaining reliability and minimizing time of disruptions; and5.Focus on maintaining rate stability for customers, as illustrated through historical ratesWhere available, Respondents should also include a history of their customer rates for the past 10 years. Respondents are encouraged to provide any incremental information they believe relevant to demonstrate their experience and customer commitment
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville. Additionally, Respondents will be treated favorably based on ability to demonstrate how they may drive economic development and job creation in the City of Jacksonville
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be evaluated on the basis of their willingness to make certain commitments to employees consistent with JEA’s goals of:1.Protection of certain employee retirement benefits;2.Maintenance of substantially comparable employee compensation and benefits for three (3) years; and3.Confirmation to funding of retention payments to all full-time employees of 100% of current base compensation, as provided in the Employee Protection and Retention Agreement approved by the Board of Directors on July 23, 2019
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents should provide initiatives under which they will be committed to provide innovative services or investments that leverage the tangible and intangible assets of JEA in order to achieve the following:1.Position the business for the future;2.Create new revenue channels; and3.“Future-proof” the utility business.Separately, Respondents only interested in providing Replies related to potential new business opportunities or innovation or disruption of JEA’s business are strongly encouraged to do so
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments, including, but not limited to, sustainability initiatives, renewable energy goals and the maintenance of an equitable workforce and management team
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably for their willingness to make commitments to the City of Jacksonville and surrounding communities, including, but not limited to, volunteer activities, charitable contributions, an ongoing community relationship plan and comprehensive storm responsiveness plans
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
Respondents will be treated favorably based on long duration and/or permanent capital availability. Additional merit will be placed on willingness and demonstrated ability to continue growth investments in JEA
Exceptional Good Adequate Poor Inadequate
(4 points) (3 points) (2 points) (1 point) (0 points)
60.00
Evaluation Matrix
Solicitation 127-19 ITN for Strategic Alternatives Reply 15 Jordan Pope
Prop
osal
to A
chie
ve JE
A’s
Goal
s in
this
ITN
(20%
W
eigh
ted
Valu
e)
Proposal to Achieve JEA’s Goals in this ITN (20% Weighted Value)
2 10.00Ex
perie
nce
and
Cust
omer
Com
mitm
ent (
15%
Wei
ghte
d Va
lue)
Experience and Customer Commitment (15% Weighted Value)
2 7.50
Econ
omic
Dev
elop
men
t and
Ben
efits
to
Jack
sonv
ille
(10%
Wei
ghte
d Va
lue) Economic Development and Benefits to Jacksonville (10% Weighted Value)
3 7.50
Empl
oyee
Ret
entio
n an
d Be
nefit
s (10
% W
eigh
ted
Valu
e)
Employee Retention and Benefits (10% Weighted Value)
2 5.00
Inno
vatio
n Pl
an (1
5% W
eigh
ted
Valu
e)
Innovation Plan (15% Weighted Value)
2 7.50
Envi
ronm
enta
l, So
cial
and
Go
vern
ance
(10%
Wei
ghte
d Va
lue)
Environmental, Social and Governance (10% Weighted Value)
3 7.50
Com
mun
ity S
tew
ards
hip
(10%
W
eigh
ted
Valu
e)
Community Stewardship (10% Weighted Value)
3 7.50
Fina
ncia
l Sta
bilit
y (1
0%
Wei
ghte
d Va
lue)
Financial Stability (10% Weighted Value)
3 7.50
Total Score
Related Documents
