RFP_140A1124R0003_R1.pdf

BIA San Carlos Irrigation Project RFP NO. 140A1124R0003

TABLE OF CONTENTS

1. SECTION B SUPPLIES OR SERVICES AND PRICES

QUOTE SCHEDULE

2. SECTION C DESCRIPTION / SPECIFICATIONS

Specification / Statement of Work / Performance Work Statement

3. SECTION E INSPECTION AND ACCEPTANCE

52.246-2 INSPECTION OF SERVICES—FIXED PRICE AUGUST 1996

4. SECTION F DELIVERIES OR PERFORMANCE

52.242-15 Stop-Work Order August 1989

5. SECTION G CONTRACT ADMINISTRATION DATA

COR Definition Contractor Performance Assessment Reporting System (CPARS) July 2010

DOI Electronic Invoicing and Payment Requirements – Invoice Processing Platform (IPP) April 2013

6. SECTION I CONTACT CLAUSES

52.203-17 Contractor or Employee Whistleblower Rights and November 2023 Requirement to Inform Employees of Whistleblower Rights

52.203-19 Prohibition on Requiring Certain Internal Confidentiality January 2017 Agreements or Statements

52.203-99 Prohibition on Contracting with Entities that Require Certain February 2015 Internal Confidentiality Agreements 52.204-12 Unique Entity Identifier Maintenance October 2016 52.204-13 System for Award Management Maintenance October 2018 52.204-18 Commercial and Government Entity Code Maintenance August 2020 52.212-4 Contract Terms and Conditions -- Commercial Products and November 2023 Commercial Services 52.212-5 Contract Terms and Conditions Required to Implement November 2023 Statutes or Executive Orders -- Commercial Products and Commercial Services 52.219-14 Limitations on Subcontracting (DEVIATION) October 2022

52.223-18 Encouraging Contractor Policies to Ban Text Messaging While Driving June 2020c

52.232-39 – UNENFORCEABILITY OF UNAUTHORIZED OBLIGATIONS June 2013

7. SECTION J LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS

8. SECTION K REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF BIDDERS

52.203-11 CERTIFICATION AND DISCLOSURE REGARDING PAYMENTS TO SEPTEMBER 2007

INFLUENCE CERTAIN

FEDERAL TRANSACTIONS

52.203-18 Prohibition on Contracting with Entities that Require Certain Internal January 2017 Confidentiality Agreements or Statements-Representation

52.203-98 Prohibition on Contracting with Entities That Require Certain Internal February 2015 Confidentiality Agreements-Representation (Deviation)

52.204-17 Ownership or Control of Offeror August 2020 52.204-19 Incorporation by Reference of Representations and Certifications December 2014 52.204-20 Predecessor of Offeror August 2020 52.204-24 Representation Regarding Certain Telecommunications and Video November 2021 Surveillance Services or Equipment 52.204-26 Covered Telecommunications Equipment or Services-Representation Ocrtober 2020 52.209-2 Prohibition on Contracting with Inverted Domestic Corporations—

Representation November 2015 52.209-7 Information Regarding Responsibility Matters October 2018 52.209-11 Representation by Corporations Regarding Delinquent Tax Liability or a Felony Conviction under any Federal Law February 2016 52.212-3 Offeror Representations and Certifications-Commercial Products and October 2023 Commercial Services 52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran—Representation and Certifications June 2020

8. SECTION L INSTRUCTIONS, CONDITIONS, AND NOTICES TO BIDDERS

Quote completion & submission Instructions 1452.233-2 Service of Protest Department of the Interior July 1996 (Deviation) 1452.236-71 Additive or Deductive Items – Department of the Interior July 1996 52.204-6 Unique Entity Identifier October 2016 52.204-7 System for Award Management October 2018 52.204-16 Commercial and Government Entity Code Reporting August 2020 52.212-1 Instructions to Offerors-Commercial Products and Commercial March 2023 Services

52.215-1 Instructions to Offerors-Competitive Acquisition November 2021 52.216-1 Type of Contract April 1984

52.217-4 Evaluation of Options Exercised at Time of Contract June 1988 Award

52.233-2 Service of Protest September 2006 52.252-5 Authorized Deviations in Provisions April 1984

1452.233-2 Service of Protest (Dept. of the Interior) July 199652.212-2

9. SECTION M EVALUATION FACTORS FOR AWARD

52.212-2 Evaluation -- Commercial Products and Commercial Services November 2021

SUPPLIES OR SERVICES AND PRICES/COSTS

Provide all labor, equipment, and materials for Arizona scale resource and power cooling optimization consultant services. Subtasks are on the following page. Provide pricing for base for all subtasks and option years on separate sheets.

Item no. Item Description Quantity Unit of

Measure Unit Price Total 0001 Task 1: assist SCIP managing its power contracts

12 MO $ $

0002 Task 2: revenue requirements and rate design, as needed

12 MO $ $

0003 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

O P T I O N Y E A R 0 1 0004 Task 1: assist SCIP managing its power contracts

12 MO $ $

0005 Task 2: revenue requirements and rate design, as needed

12 MO $ $

0006 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

O P T I O N Y E A R 0 2 0007 Task 1: assist SCIP managing its power contracts

12 MO $ $

0008 Task 2: revenue requirements and rate design, as needed

12 HR $ $

0009 Task 3: technical planning, reporting and special studies services, as needed

12 HR $ $

O P T I O N Y E A R 0 3 0010 Task 1: assist SCIP managing its power contracts

12 MO $ $

0011 Task 2: revenue requirements and rate design, as needed

12 MO $ $

0012 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

O P T I O N Y E A R 0 4 0013 Task 1: assist SCIP managing its power contracts

12 MO $ $

0014 Task 2: revenue requirements and rate design, as needed

12 MO $ $

0015 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

GRAND TOTAL $______________

PERIOD OF PERFORMANCE: Base plus four (4) option years.

BASE YEAR

Measure Unit Price Total 0001 Task 1: assist SCIP managing its power contracts

12 MO $ $

SUBTASKS:

-Preparing and forecasting resource requirements.

-Preparing and forecasting annual/monthly/hourly power schedules with appropriate offices (SPPR, Western, and AEPCO).

-Coordinating resource deliveries and transmission tags with SPPA, Western, and AEPCO.

-Coordinate resource scheduling/pooling activities with similar Arizona load serving entities and balancing authorities.

-Review resource invoices for accuracy including reconciling deliveries, schedules, tags, and proper itemization with GRICUA, SPPA, and AEPCO.

-Provide billing audits for SCIP’s customer(s) on a monthly or yearly basis (GRICUA).

-Assist SCIP with long term power resource acquisition, participation in pooling -Opportunities such as resource exchange programs (IRSA, SPPA, and SPPR).

-Attend power marketing meetings on SCIP’s behalf that could potentially impact SCIP’s power supplies and delivery options (SRSP, IEDA, SPPR, IRS, Parker-Davis Project, Western, and WECC).

0002 Task 2: Study operations and develop the revenue requirements and rate design annually.

12 MO $ $

SUBTASKS:

-Study the current operations and determine the revenue requirements to support current and future operations.

-Perform a financial review or cost-of-service study and incorporate the concept of Unbundled cost for providing electricity.

-Development of electric power rates and service fee schedules that incorporate the cost-of-service and unbundled costs of electricity in accordance with the 25 CFR 175.10(b) requirements.

-Provide analysis and review of transmission/distribution wheeling rates.

-Provide informal presentations and fact-finding sessions with government officials and interested parties to assure that federal requirements (25 CFR 175.12(b)) and customer concerns are considered in the decision-making process.

-Preparation of a written report on the items listed above, including a discussion of issues and concerns, findings and conclusions, and recommendations as requested.

-Monitor and track effectiveness of the Power Cost Adjuster Mechanism.

-Special Rate related requests, studies, and/or audits.

0003 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

SUBTASKS:

-Work with SCIP on developing and supporting renewable resource integration, resource conservation plans and formal Integrated Resource Plan filing.

-Work with SCIP on Power System Planning Studies.

-Assist SCIP with NERC/FERC reliability compliance requirements.

-Assist SCIP in regional planning/operational requirements.

-Special technical/engineering consulting requests, studies, and/or audits.

OPTION YEAR 1

Measure Unit Price Total 0001 Task 1: assist SCIP managing its power contracts

12 MO $ $

SUBTASKS:

-Preparing and forecasting resource requirements.

-Preparing and forecasting annual/monthly/hourly power schedules with appropriate offices (SPPR, Western, and AEPCO).

-Coordinating resource deliveries and transmission tags with SPPA, Western, and AEPCO.

-Coordinate resource scheduling/pooling activities with similar Arizona load serving entities and balancing authorities.

-Review resource invoices for accuracy including reconciling deliveries, schedules, tags, and proper itemization with GRICUA, SPPA, and AEPCO.

-Provide billing audits for SCIP’s customer(s) on a monthly or yearly basis (GRICUA).

-Assist SCIP with long term power resource acquisition, participation in pooling -Opportunities such as resource exchange programs (IRSA, SPPA, and SPPR).

-Attend power marketing meetings on SCIP’s behalf that could potentially impact SCIP’s power supplies and delivery options (SRSP, IEDA, SPPR, IRS, Parker-Davis Project, Western, and WECC).

0002 Task 2: Study operations and develop the revenue requirements and rate design annually.

12 MO $ $

SUBTASKS:

-Study the current operations and determine the revenue requirements to support current and future operations.

-Perform a financial review or cost-of-service study and incorporate the concept of Unbundled cost for providing electricity.

-Development of electric power rates and service fee schedules that incorporate the cost-of-service and unbundled costs of electricity in accordance with the 25 CFR 175.10(b) requirements.

-Provide analysis and review of transmission/distribution wheeling rates.

-Provide informal presentations and fact-finding sessions with government officials and interested parties to assure that federal requirements (25 CFR 175.12(b)) and customer concerns are considered in the decision-making process.

-Preparation of a written report on the items listed above, including a discussion of issues and concerns, findings and conclusions, and recommendations as requested.

-Monitor and track effectiveness of the Power Cost Adjuster Mechanism.

-Special Rate related requests, studies, and/or audits.

0003 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

SUBTASKS:

-Work with SCIP on developing and supporting renewable resource integration, resource conservation plans and formal Integrated Resource Plan filing.

-Work with SCIP on Power System Planning Studies.

-Assist SCIP with NERC/FERC reliability compliance requirements.

OPTION YEAR 2

Measure Unit Price Total 0001 Task 1: assist SCIP managing its power contracts

12 MO $ $

SUBTASKS:

-Preparing and forecasting resource requirements.

-Preparing and forecasting annual/monthly/hourly power schedules with appropriate offices (SPPR, Western, and AEPCO).

-Coordinating resource deliveries and transmission tags with SPPA, Western, and AEPCO.

-Coordinate resource scheduling/pooling activities with similar Arizona load serving entities and balancing authorities.

-Review resource invoices for accuracy including reconciling deliveries, schedules, tags, and proper itemization with GRICUA, SPPA, and AEPCO.

-Provide billing audits for SCIP’s customer(s) on a monthly or yearly basis (GRICUA).

-Assist SCIP with long term power resource acquisition, participation in pooling -Opportunities such as resource exchange programs (IRSA, SPPA, and SPPR).

-Attend power marketing meetings on SCIP’s behalf that could potentially impact SCIP’s power supplies and delivery options (SRSP, IEDA, SPPR, IRS, Parker-Davis Project, Western, and WECC).

0002 Task 2: Study operations and develop the revenue requirements and rate design annually.

12 MO $ $

SUBTASKS:

-Study the current operations and determine the revenue requirements to support current and future operations.

-Perform a financial review or cost-of-service study and incorporate the concept of Unbundled cost for providing electricity.

-Development of electric power rates and service fee schedules that incorporate the cost-of-service and unbundled costs of electricity in accordance with the 25 CFR 175.10(b) requirements.

-Provide analysis and review of transmission/distribution wheeling rates.

-Provide informal presentations and fact-finding sessions with government officials and interested parties to assure that federal requirements (25 CFR 175.12(b)) and customer concerns are considered in the decision-making process.

-Preparation of a written report on the items listed above, including a discussion of issues and concerns, findings and conclusions, and recommendations as requested.

-Monitor and track effectiveness of the Power Cost Adjuster Mechanism.

-Special Rate related requests, studies, and/or audits.

0003 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

SUBTASKS:

-Work with SCIP on developing and supporting renewable resource integration, resource conservation plans and formal Integrated Resource Plan filing.

-Work with SCIP on Power System Planning Studies.

-Assist SCIP with NERC/FERC reliability compliance requirements.

OPTION YEAR 3

Measure Unit Price Total 0001 Task 1: assist SCIP managing its power contracts

12 MO $ $

SUBTASKS:

-Preparing and forecasting resource requirements.

-Preparing and forecasting annual/monthly/hourly power schedules with appropriate offices (SPPR, Western, and AEPCO).

-Coordinating resource deliveries and transmission tags with SPPA, Western, and AEPCO.

-Coordinate resource scheduling/pooling activities with similar Arizona load serving entities and balancing authorities.

-Review resource invoices for accuracy including reconciling deliveries, schedules, tags, and proper itemization with GRICUA, SPPA, and AEPCO.

-Provide billing audits for SCIP’s customer(s) on a monthly or yearly basis (GRICUA).

-Assist SCIP with long term power resource acquisition, participation in pooling -Opportunities such as resource exchange programs (IRSA, SPPA, and SPPR).

-Attend power marketing meetings on SCIP’s behalf that could potentially impact SCIP’s power supplies and delivery options (SRSP, IEDA, SPPR, IRS, Parker-Davis Project, Western, and WECC).

0002 Task 2: Study operations and develop the revenue requirements and rate design annually.

12 MO $ $

SUBTASKS:

-Study the current operations and determine the revenue requirements to support current and future operations.

-Perform a financial review or cost-of-service study and incorporate the concept of Unbundled cost for providing electricity.

-Development of electric power rates and service fee schedules that incorporate the cost-of-service and unbundled costs of electricity in accordance with the 25 CFR 175.10(b) requirements.

-Provide analysis and review of transmission/distribution wheeling rates.

-Provide informal presentations and fact-finding sessions with government officials and interested parties to assure that federal requirements (25 CFR 175.12(b)) and customer concerns are considered in the decision-making process.

-Preparation of a written report on the items listed above, including a discussion of issues and concerns, findings and conclusions, and recommendations as requested.

-Monitor and track effectiveness of the Power Cost Adjuster Mechanism.

-Special Rate related requests, studies, and/or audits.

0003 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

SUBTASKS:

-Work with SCIP on developing and supporting renewable resource integration, resource conservation plans and formal Integrated Resource Plan filing.

-Work with SCIP on Power System Planning Studies.

-Assist SCIP with NERC/FERC reliability compliance requirements.

OPTION YEAR 4

Measure Unit Price Total 0001 Task 1: assist SCIP managing its power contracts

12 MO $ $

SUBTASKS:

-Preparing and forecasting resource requirements.

-Preparing and forecasting annual/monthly/hourly power schedules with appropriate offices (SPPR, Western, and AEPCO).

-Coordinating resource deliveries and transmission tags with SPPA, Western, and AEPCO.

-Coordinate resource scheduling/pooling activities with similar Arizona load serving entities and balancing authorities.

-Review resource invoices for accuracy including reconciling deliveries, schedules, tags, and proper itemization with GRICUA, SPPA, and AEPCO.

-Provide billing audits for SCIP’s customer(s) on a monthly or yearly basis (GRICUA).

-Assist SCIP with long term power resource acquisition, participation in pooling -Opportunities such as resource exchange programs (IRSA, SPPA, and SPPR).

-Attend power marketing meetings on SCIP’s behalf that could potentially impact SCIP’s power supplies and delivery options (SRSP, IEDA, SPPR, IRS, Parker-Davis Project, Western, and WECC).

0002 Task 2: Study operations and develop the revenue requirements and rate design annually.

12 MO $ $

SUBTASKS:

-Study the current operations and determine the revenue requirements to support current and future operations.

-Perform a financial review or cost-of-service study and incorporate the concept of Unbundled cost for providing electricity.

-Development of electric power rates and service fee schedules that incorporate the cost-of-service and unbundled costs of electricity in accordance with the 25 CFR 175.10(b) requirements.

-Provide analysis and review of transmission/distribution wheeling rates.

-Provide informal presentations and fact-finding sessions with government officials and interested parties to assure that federal requirements (25 CFR 175.12(b)) and customer concerns are considered in the decision-making process.

-Preparation of a written report on the items listed above, including a discussion of issues and concerns, findings and conclusions, and recommendations as requested.

-Monitor and track effectiveness of the Power Cost Adjuster Mechanism.

-Special Rate related requests, studies, and/or audits.

0003 Task 3: technical planning, reporting and special studies services, as needed

12 MO $ $

SUBTASKS:

-Work with SCIP on developing and supporting renewable resource integration, resource conservation plans and formal Integrated Resource Plan filing.

-Work with SCIP on Power System Planning Studies.

-Assist SCIP with NERC/FERC reliability compliance requirements.

(End of Supplies/Services and Prices/Costs)

Electric – Utility Scale Resource and Power Pooling Optimization Consultant Services – Statement of Work

The Bureau of Indian Affairs / San Carlos Irrigation Project (“SCIP”) operates an electric utility as part of their duties as a Federal Agency. SCIP is seeking a consultant that is knowledgeable in technical, financial, and operational needs in support of the utility. SCIP has a requirement to comply with Electrical Utilities Standards and 25 CFR 175.10(b) which states that “Rates and Fees shall be reviewed at least annually to determine if project revenues are sufficient to meet the requirements set forth in paragraph (a) of this section.” SCIP also participates in coordinated hydropower resource scheduling with other regional preference utilities and is seeking resource scheduling support.

SCIP is requesting a qualified Electric – Utility Scale Resource and Power Pooling Optimization Consultant who will furnish all necessary labor, supervision, materials, licenses, insurance, transportation, and equipment necessary to support high level utility regulatory and technical consulting for current and future SCIP electric operations.

Qualified firm must specialize in utility rate and cost-of-service studies, hydropower resource scheduling, coordinated resource scheduling with similarly situated preference power entities, energy accounting at both retail and wholesale levels in support of power contract administration, power resource planning and procurement, power system planning studies, and demonstrated working relationships with transmission providers. Firms who are unable to demonstrate existing power scheduling services utilizing high voltage transmission system in Arizona may still apply but be able to demonstrate the ability to do so upon contract award.

Qualified firm will be required to have extensive knowledge with SCIP’s statutory requirements as specified in 25 CFR and be able to work with SCIP management, within those requirements, to improve the utility’s competitive position by reducing power supply costs and improving system reliability. Qualified firm must demonstrate to SCIP their knowledge, skills and ability to: perform long- term power resource acquisitions, develop and manage pooling opportunities, and specifically demonstrate existing working relationships with SCIP’s partners in the Integrated Resource Scheduling (“IRS”) Program, the Southwest Power Pool Resources Group (SPPR),Western Area Power Administration (Western), Bureau of Reclamation (BOR), Arizona Electrical Power Cooperative (AEPCO) and the Southwest Public Power Agency (SPPA).

SCIP requires qualified firm to be a well-established engineering, consulting, pooling, and scheduling firm licensed and registered, with experience in electric utility consulting. SCIP intends to utilize a single firm to provide the specialized work identified in this solicitation, and applicant qualifications must be supported by examples of experience for all work requested and that demonstrate established relationships with the many regional utility organizations, Federal Power Agencies, and the Western Electricity Coordinating Council

(“WECC”).

Qualified firm must have a history of quality, dependable studies especially suited to the unique needs of federal government agencies operating utilities.

Scope of Work

SCIP will contract to obtain the following Electric – Utility Scale Resource and Power Pooling Optimization Consultant services

TASK1: Assist SCIP in managing its power contracts and resource pooling, including:

• Forecasting and preparing resource requirements - requires specific knowledge of transmission/distribution interconnections and supply routes to effectively supply power to the appropriate point of receipt on the SCIP system. Also, will require a thorough understanding of SCIP’s historical load patterns and trends, that can be made available upon award.

• Forecasting and preparing annual/monthly/hourly power schedules with appropriate offices (Western Area Power Administration (“Western”) and Arizona Electric Power Cooperative (“AEPCO”), Southwest Power Pool Resources Group (“SPPR”), and the Southwest Public Power Agency (“SPPA”) – will require extensive knowledge of the various SCIP power purchase and transmission agreements, and how those resources can be most economically and efficiently scheduled under these contracts. Also requires understanding of SCIP’s historical loads patterns and the ability to discern the power consumption data among SCIP, the San Carlos Apache Tribe, and the Gila River Indian Community Utility Authority

(GRICUA).

• Coordinating resource deliveries and transmission tags with Western, SPPA, AEPCO and others - requires experience and a working relationship with SCIP suppliers on power pre-schedules and experience responding to short term curtailments or other operational challenges during the scheduled month. Qualified firm must be qualified power scheduling agency, or have the ability to become one upon award, for pre-schedule and schedule SCIP’s loads.

• Coordinate resource scheduling/pooling activities with similar Arizona load serving entities - This interaction requires specialized experience working with all the other participating power pool entities to analyze their needs in relation to SCIP’s needs; to effectively coordinate the available resources to the benefit of all parties. Also, requires working relationships with existing Balancing Authorities.

• Review resource invoices for accuracy including reconciling deliveries, schedules, tags and proper itemization with G i l a R i v e r I n d i a n C o m m u n i t y Ut i l i t y A u t ho r i ty ( “ GRICUA”), SPPA, and AEPCO – requires detailed knowledge of supplier invoice parameters, scheduling dynamics, and transmission delivery procedures.

• Provide billing audits for SCIP’s customer(s) on a monthly basis with (GRICUA) – will require knowledge of SCIP and GRICUA dynamic systems interaction, loads and loss factors.

• Assist SCIP with long term power resource acquisition, participation in pooling opportunities such as resource exchange programs (Integrated Resource Schedule (IRS), Southwest Public Power Resources Group (“SPPR”) and Southwest Public Power Agency (SPPA) – requires on-going participation in identified resource exchange programs. Also requires current involvement in the SPPR/SPPA Joint Action Agency process.

• Attend Power Marketing Meetings on SCIP’s behalf that potentially could impact SCIP’s power supplies and delivery options [Colorado River Storage Project (“CRSP”), Irrigation and Electrical Districts Association of Arizona (“IEDA”), SPPR, IRS, Parker-Davis Project (“PDP”), Western and WECC] – vendor should have the ability to readily provide this service to other utilities/load serving entities to maximize the value to SCIP, as well as minimize the cost burden of this crucial activity by sharing the cost with the other entities when possible.

*Deliverables associated with this task that must be demonstrated:

• Monthly- Scheduling letter to Western Area Power Administration for CRSP and PDP power

• Monthly- IRS Group email documenting final distribution of resources and special conditions

• Monthly- Western Billing Allocation Worksheet

• Monthly- Daily CRSP Power Schedules

• Monthly- Summary of Integrated Federal Resource and Power Transactions

• Monthly- SCIP Attachment I to Exhibit A Loads and Resources Forecast

• Monthly- SCIP hourly CRSP pre-schedule to AEPCO balancing authority

• Monthly- SCIP hourly CRSP pre-schedule to Western

• Annual- Parker-Davis Project energy exchange request to Western

• Annual- SCIP Attachment P – 10 year forecast to Western

• Annual- EIA 861 form data

• Monthly-AEPCO hourly price sheet

• Monthly- GRICUA Wheeling audit report

• Monthly- SCIP-GRICUA settlement invoice breakout

• Request for proposal (RFP) support for resource acquisition

TASK 2: Revenue Requirements and Rate Design (Annually):

• Study the current operations and the status of revenue requirements of the electric power utility program at SCIP - The study will determine the cost-of-service and must incorporate the concept of unbundled cost for providing electricity- requires knowledge of power purchase, transmission, and wheeling agreements and a strong understanding of the requirements under 25 CFR. Will require a thorough understanding of SCIP's historical loads and patterns to accurately forecast future purchase power costs. Also requires an understanding of "preference power" principles and their applicability for cost allocation and rate setting. Vendor must demonstrate the ability to work with reports and data formats provided from SCIP's accounting system.

• Develop electric power rates and service fee schedules that incorporate the cost-of-service and unbundled costs of electricity in accordance with the 25 CFR 175.10(b) requirements – requires participation in Federal Power Marketing rate processes and the ability to coordinate rate changes with SCIP's fuel adjuster surcharge. Must provide BIA with a variety of (1) rate design options and (2) revenue options to ensure SCIP builds up its reserves and funding to perform maintenance. In addition to the report, the contractor must annually present their options and recommendations to BIA.

• Provide informal presentations and fact-finding sessions with government officials and interested parties to assure that federal requirements [25 CFR 175.12(b)] and customer concerns are considered in the decision-making process – requires demonstrated ability to conduct public meetings in accordance with public processes outlined with the 25 CFR 175.12(b) and Western Federal Register Notice / Public Process.

• Prepare a written report on the items listed above, including a discussion of issues and concerns, finding and conclusions, and recommendations – requires appropriate level of technical writing for the intended use by SCIP.

*Deliverables associated with this task that must be demonstrated:

• Wheeling Sales report

• Breakdown of Sales Forecast, Year-over- year Changes, Summary of Sales Changes

• Financial Pro-Forma

• Cost of Service model

• Executive Summary of Rate Changes

• Customer Impact Report

• Rate Comparison Report

• New Rate Tariff Sheets

• Cost-of-Service and Rate Design Report

• Public Information Meetings (Coolidge, Oracle, San Carlos)

• Report Package for WRO Director

TASK 3: Provide technical planning, reporting, and special studies services:

• Work with SCIP on developing and supporting renewable resource integration, resource conservation plans, and formal Integrated Resource Plan (“IRP”) filing – requires experience developing and filing Integrated Resource Plans. Requires registered professional engineer on staff to supervise and approve any technical work.

• Work with SCIP on Power System Planning Studies – requires extensive experience and detailed knowledge of sub-regional and regional transmission systems [including experience dealing with the ACC, WECC, North American Electric Reliability Corporation (“NERC”) and Federal Energy Regulatory Commission (“FERC”)] and obtain knowledge of SCIP’s transmission and distribution system.

• Assist SCIP with NERC/FERC reliability compliance requirements – requires registered professional engineer to supervise and approve the technical work.

• Assist SCIP in regional planning/operational requirements – requires registered professional engineer to supervise and approve the technical work.

• Special requests for studies and/or audits will be made by the Power Manager – will require knowledge of SCIP operations, systems, rates, loads, and resources. Also, requires extensive experience and detailed knowledge of sub-regional and regional transmission systems [include experience with dealing with the Arizona Corporation Commission (“ACC”), WECC, NERC and

FERC]

*Deliverables associated with this task that must be demonstrated by interested firm:

• Engineering studies associated with Power System Planning o Should include a 10-year future forecast for SCIP power consumption growth, operations, and maintenance.

• Five-year Integrated Resource Plan (“IRP”)

• Annual update to Five Year IRP

• Documentation of compliance with NERC Reliability Standards for the following:

Standard Standard Standard Standard CIP-002-3 R1. CIP-005-3a R4.2. CIP-007-3a R5.3.3. PRC-015-0 R1.

CIP-002-3 R1.1. CIP-005-3a R4.3. CIP-007-3a R6. PRC-017-0 R1.

CIP-002-3 R1.2. CIP-005-3a R4.4. CIP-007-3a R6.1. PRC-017-0 R1.1.

CIP-002-3 R1.2.1. CIP-005-3a R4.5. CIP-007-3a R6.2. PRC-017-0 R1.1.1.

CIP-002-3 R1.2.2. CIP-006-3c R1. CIP-007-3a R6.3. PRC-017-0 R1.1.2.

CIP-002-3 R1.2.3. CIP-006-3c R1.1. CIP-007-3a R6.4. PRC-017-0 R1.1.3.

CIP-002-3 R1.2.4. CIP-006-3c R1.2. CIP-007-3a R6.5. PRC-017-0 R1.1.4.

CIP-002-3 R1.2.5. CIP-006-3c R1.3. CIP-007-3a R8. PRC-017-0 R1.2.

CIP-002-3 R1.2.6. CIP-006-3c R1.4. CIP-007-3a R8.1. PRC-017-0 R1.3.

CIP-002-3 R1.2.7. CIP-006-3c R1.5. CIP-007-3a R8.2. PRC-017-0 R1.4.

CIP-002-3 R2. CIP-006-3c R1.6. CIP-007-3a R8.3. PRC-017-0 R1.5.

CIP-002-3 R3. CIP-006-3c R1.6.1. CIP-007-3a R8.4. PRC-017-0 R1.6.

CIP-002-3 R3.1. CIP-006-3c R1.6.2. CIP-008-3 R1. PRC-021-1 R1.

CIP-002-3 R3.2. CIP-006-3c R1.7. CIP-008-3 R1.1. PRC-021-1 R1.1.

CIP-002-3 R3.3. CIP-006-3c R1.8. CIP-008-3 R1.2. PRC-021-1 R1.2.

CIP-002-3 R4. CIP-006-3c R2. CIP-008-3 R1.3. PRC-021-1 R1.3.

CIP-003-3 R2. CIP-006-3c R2.1. CIP-008-3 R1.4. PRC-021-1 R1.4.

CIP-003-3 R2.1. CIP-006-3c R2.2. CIP-008-3 R1.5. PRC-021-1 R1.5.

CIP-003-3 R2.2. CIP-006-3c R3. CIP-008-3 R1.6. PRC-023-1 R1.1.

CIP-003-3 R2.3. CIP-006-3c R4. CIP-008-3 R2. PRC-023-1 R1.2.

CIP-003-3 R2.4. CIP-006-3c R5. CIP-009-3 R1. PRC-023-1 R1.3.

CIP-003-3 R6. CIP-006-3c R6. CIP-009-3 R1.1. PRC-023-1 R1.3.1.

CIP-004-3a R4. CIP-007-3a R1. CIP-009-3 R1.2. PRC-023-1 R1.3.2.

CIP-004-3a R4.1. CIP-007-3a R1.1. CIP-009-3 R2. PRC-023-1 R1.4.

CIP-004-3a R4.2. CIP-007-3a R1.2. CIP-009-3 R5. PRC-023-1 R1.5.

CIP-005-3a R1. CIP-007-3a R1.3. EOP-002-

3.1

R9. PRC-023-1 R1.6.

CIP-005-3a R1.1. CIP-007-3a R2. EOP-002- 3.1

R9.1. PRC-023-1 R1.7.

CIP-005-3a R1.2. CIP-007-3a R2.1. EOP-004-2 R2. PRC-023-1 R1.8.

CIP-005-3a R1.3. CIP-007-3a R2.2. IRO-001-1.1 R8. PRC-023-1 R1.9.

CIP-005-3a R1.4. CIP-007-3a R2.3. MOD-004-1 R3. PRC-023-1 R1.10.

CIP-005-3a R1.5. CIP-007-3a R3. MOD-004-1 R3.1. PRC-023-1 R1.11.

CIP-005-3a R1.6. CIP-007-3a R3.1. MOD-004-1 R3.2. PRC-023-1 R1.12.

CIP-005-3a R2. CIP-007-3a R3.2. MOD-004-1 R10. PRC-023-1 R1.12.1.

CIP-005-3a R2.1. CIP-007-3a R4. NUC-001-2 R4. PRC-023-1 R1.12.2.

CIP-005-3a R2.2. CIP-007-3a R4.1. NUC-001-2 R4.1. PRC-023-1 R1.12.3.

CIP-005-3a R2.3. CIP-007-3a R4.2. NUC-001-2 R4.2. PRC-023-1 R1.13.

CIP-005-3a R2.4. CIP-007-3a R5. NUC-001-2 R4.3. PRC-023-2 R1.

CIP-005-3a R2.5. CIP-007-3a R5.1. NUC-001-2 R8. PRC-023-2 R2.

CIP-005-3a R2.5.1. CIP-007-3a R5.1.1. PRC-004-2a R1. PRC-023-2 R5.

CIP-005-3a R2.5.2. CIP-007-3a R5.1.2. PRC-004-2a R3. TOP-001-1a R4.

CIP-005-3a R2.5.3. CIP-007-3a R5.1.3. PRC-005-1b R1. TOP-002-

2.1b R18.

CIP-005-3a R2.5.4. CIP-007-3a R5.2. PRC-005-1b R1.1. VAR-001-3 R5.

CIP-005-3a R2.6. CIP-007-3a R5.2.1. PRC-005-1b R1.2.

CIP-005-3a R3. CIP-007-3a R5.2.2. PRC-005-1b R2.

CIP-005-3a R3.1. CIP-007-3a R5.2.3. PRC-005-1b R2.1.

CIP-005-3a R3.2. CIP-007-3a R5.3. PRC-005-1b R2.2.

CIP-005-3a R4. CIP-007-3a R5.3.1. PRC-006-1 R9.

CIP-005-3a R4.1. CIP-007-3a R5.3.2. PRC-007-0 R2.

*Examples associated with each deliverable for all Tasks will be required with bid package.

(End of Statement of Work)

SECTION E - INSPECTION AND ACCEPTANCE

52.246-4 Inspection of Services-Fixed-Price AUGUST 1996

(a) Definition." Services," as used in this clause, includes services performed, workmanship, and material furnished or utilized in the performance of services.

(b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires.

(c) The Government has the right to inspect and test all services called for by the contract, to the extent practicable at all times and places during the term of the contract. The Government shall perform inspections and tests in a manner that will not unduly delay the work.

(d) If the Government performs inspections or tests on the premises of the Contractor or a subcontractor, the Contractor shall furnish, and shall require subcontractors to furnish, at no increase in contract price, all reasonable facilities and assistance for the safe and convenient performance of these duties.

(e) If any of the services do not conform with contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements, at no increase in contract amount. When the defects in services cannot be corrected by reperformance, the Government may-

(1) Require the Contractor to take necessary action to ensure that future performance conforms to contract requirements; and

(2) Reduce the contract price to reflect the reduced value of the services performed.

(f) If the Contractor fails to promptly perform the services again or to take the necessary action to ensure future performance in conformity with contract requirements, the Government may-

(1) By contract or otherwise, perform the services and charge to the Contractor any cost incurred by the Government that is directly related to the performance of such service; or

(2) Terminate the contract for default.

SECTION F - DELIVERIES OR PERFORMANCE

PERIOD OF PERFORMANCE: The contract shall commence from date of award and may extend for a period up to 5 years if contractor’s performance is satisfactory and options are exercised.

52.242-15 Stop Work Order August 1989

(a) The Contracting Officer may, at any time, by written order to the Contractor, require the Contractor to stop all, or any part, of the work called for by this contract for a period of 90 days after the order is delivered to the Contractor, and for any further period to which the parties may agree. The order shall be specifically identified as a stop-work order issued under this clause. Upon receipt of the order, the Contractor shall immediately comply with its terms and take all reasonable steps to minimize the incurrence of costs allocable to the work covered by the order during the period of work stoppage. Within a period of 90 days after a stop-work is delivered to the Contractor, or within any extension of that period to which the parties shall have agreed, the Contracting Officer shall either-

(1) Cancel the stop-work order; or

(2) Terminate the work covered by the order as provided in the Default, or the Termination for Convenience of the Government, clause of this contract.

(b) If a stop-work order issued under this clause is canceled or the period of the order or any extension thereof expires, the Contractor shall resume work. The Contracting Officer shall make an equitable adjustment in the delivery schedule or contract price, or both, and the contract shall be modified, in writing, accordingly, if-

(1) The stop-work order results in an increase in the time required for, or in the Contractor’s cost properly allocable to, the performance of any part of this contract; and

(2) The Contractor asserts its right to the adjustment within 30 days after the end of the period of work stoppage; provided, that, if the Contracting Officer decides the facts justify the action, the Contracting Officer may receive and act upon the claim submitted at any time before final payment under this contract.

(c) If a stop-work order is not canceled and the work covered by the order is terminated for the convenience of the Government, the Contracting Officer shall allow reasonable costs resulting from the stop-work order in arriving at the termination settlement.

(d) If a stop-work order is not canceled and the work covered by the order is terminated for default, the Contracting Officer shall allow, by equitable adjustment or otherwise, reasonable costs resulting from the stop-work order.

SECTION G - CONTRACT ADMINISTRATION DATA

1.0 CONTRACTING OFFICER'S REPRESENTATIVE DEFINITION

The “Contracting Officer’s Representative (COR)” is delegated expressed limited authority by the Contracting Officer to assist in the technical monitoring and administration of the contract.

2.0 RESPONSIBILITIES OF THE CONTRACTING OFFICER'S REPRESENTATIVE

2.1 The COR’s authorities and responsibilities are defined in the COR’s Designation Letter. The COR is authorized to clarify technical requirements, and to review and approve work which is clearly within the scope of work but in no way deviate from the contract terms and conditions. The COR is NOT authorized to issue changes pursuant to the changes clause or to in any other way modify the contract.

2.2 The COR is responsible for verifying the Contractor’s compliance with the technical specifications, drawings, work schedule, and labor provisions at the site of the work.

The following local clauses are provided in full text:

CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (JULY 2010)

(a) FAR 42.1502 directs all Federal agencies to collect past performance information on contracts. The Department of the Interior (DOI) has implemented the Contractor Performance Assessment Reporting System (CPARS) to comply with this regulation. One or more past performance evaluations will be conducted in order to record your contract performance as required by FAR42.15.

(b) The past performance evaluation process is a totally paperless process using CPARS. CPARS is a web-based system that allows for electronic processing of the performance evaluation report. Once the report is processed, it is available in the Past Performance Information Retrieval System (PPIRS) for Government use in evaluating past performance as part of a source selection action.

(c) We request that you furnish the Contracting Officer with the name, position title, phone number, and email address for each person designated to have access to your firm's past performance evaluation(s) for the contract no later than 30 days after award. Each person granted access will have the ability to provide comments in the Contractor portion of the report and state whether or not the Contractor agrees with the evaluation, before returning the report to the Assessing Official. The report information must be protected as source selection sensitive information not releasable to the public.

(d) When your Contractor Representative(s) (Past Performance Points of Contact) are registered in CPARS, they will receive an automatically-generated email with detailed login instructions. Further details, systems requirements, and training information for CPARS is available at http://www.cpars.csd.disa.milJ. The CPARS User Manual, registration for On Line Training for Contractor Representatives, and a practice application may be found at this site.

(e) Within 60 days after the end of a performance period, the Contracting Officer will complete an interim or final past performance evaluation, and the report will be accessible at http://www.cpars.csd.disa.mil/. Contractor Representatives may then provide comments in response to the evaluation, or return the evaluation without comment. Comments are limited to the space provided in Block 22. Your comments should focus on objective facts in the Assessing Official's narrative and should provide your views on the causes and ramifications of the assessed performance. In addition to the ratings and supporting narratives, blocks 1 - 17 should be reviewed for accuracy, as these include key fields that will be used by the Government to identify your firm in future source http://www.cpars.csd.disa.milj/ http://www.cpars.csd.disa.mil/ selection actions. If you elect not to provide comments, please acknowledge receipt of the evaluation by indicating ''No comment" in Block 22, and then signing and dating Block 23 of the form. Without a statement in Block 22, you will be unable to sign and submit the evaluation back to the Government. If you do not sign and submit the CPAR within 30 days, it will automatically be returned to the Government and will be annotated: "The report was delivered/received by the contractor on (date). The contractor neither signed nor offered comment in response to this assessment." Your response is due within 30 calendar days after receipt of the CPAR.

(f) The following guidelines apply concerning your use of the past performance evaluation:

(1) Protect the evaluation as "source selection information." After review, transmit the evaluation by completing and submitting the form through CPARS. If for some reason you are unable to view and/or submit the form through CPARS, contact the Contracting Officer for instructions.

(2) Strictly control access to the evaluation within your organization. Ensure the evaluation is never released to persons or entities outside of your control.

(3) Prohibit the use of or reference to evaluation data for advertising, promotional material, preaward surveys, responsibility determinations, production readiness reviews, or other similar purposes.

(g) If you wish to discuss a past performance evaluation, you should request a meeting in writing to the Contracting Officer no later than seven days following your receipt of the evaluation. The meeting will be held in person or via telephone or other means during your 30- day review period.

(h) A copy of the completed past performance evaluation will be available in CPARS for your viewing and for Government use supporting source selection actions after it has been finalized.

(End of clause)

ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS – INVOICE PROCESSING PLATFORM (IPP)

(APR 2013)

Payment requests must be submitted electronically through the U.S. Department of the Treasury’s Invoice Processing Platform System (IPP).

“Payment request” means any request for contract financing payment or invoice payment by the Contractor. To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the contract, or the clause 52.212-4 Contract Terms and Conditions – Commercial Items included in commercial item contracts. The IPP website address is: https://www.ipp.gov.

Under this contract, the following documents are required to be submitted as an attachment to the IPP invoice:

1. Invoice billed according to contract line items and rates.

2. If partial payment is billed and the invoice states a lump sum, the invoice shall include an itemized breakdown and narrative progress summary of the work performed during this invoice period.

3. If final payment is billed, the last invoice shall state “FINAL”.

4. Contractor’s Release of Claims shall be submitted with the final invoice.

The Contractor must use the IPP website to register access and use IPP for submitting requests for payment. The Contractor Government Business Point of Contract (as listed in SAM) will receive enrollment instructions via email from the Federal Reserve Bank of Boston (FRBB) prior to the contract award date, but no more than 3 – 5 business https://www.ipp.gov/ days of the contract award date. Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email ippgroup@bos.frb.org or phone (866) 973-3131.

If the Contractor is unable to comply with the requirement to use IPP for submitting invoices for payment, the Contractor must submit a waiver request in writing to the Contracting Officer with its proposal or quotation.

(End of Local Clause)

(End of Contract Administration Data) mailto:ippgroup@bos.frb.org

SECTION I - CONTRACT CLAUSES

The following clauses are provided in full text:

52.203-17 Contractor Employee Whistleblower Rights November 2023

(a) This contract and employees working on this contract will be subject to the whistleblower rights and remedies established at 41 U.S.C. 4712 and Federal Acquisition Regulation (FAR) 3.900 through 3.905.

(b) The Contractor shall inform its employees in writing, in the predominant language of the workforce, of employee whistleblower rights and protections under 41 U.S.C. 4712, as described in FAR 3.900 through 3.905.

(c) The Contractor shall insert the substance of this clause, including this paragraph (c), in all subcontracts.

52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements January

(a) Definitions. As used in this clause- Internal confidentiality agreement or statement means a confidentiality agreement or any other written statement that the contractor requires any of its employees or subcontractors to sign regarding nondisclosure of contractor information, except that it does not include confidentiality agreements arising out of civil litigation or confidentiality agreements that contractor employees or subcontractors sign at the behest of a Federal agency.

Subcontract means any contract as defined in subpart 2.1 entered into by a subcontractor to furnish supplies or services for performance of a prime contract or a subcontract. It includes but is not limited to purchase orders, and changes and modifications to purchase orders.

Subcontractor means any supplier, distributor, vendor, or firm (including a consultant) that furnishes supplies or services to or for a prime contractor or another subcontractor.

(b) The Contractor shall not require its employees or subcontractors to sign or comply with internal confidentiality agreements or statements prohibiting or otherwise restricting such employees or subcontractors from lawfully reporting waste, fraud, or abuse related to the performance of a Government contract to a designated investigative or law enforcement representative of a Federal department or agency authorized to receive such information (e.g., agency Office of the Inspector General).

(c) The Contractor shall notify current employees and subcontractors that prohibitions and restrictions of any preexisting internal confidentiality agreements or statements covered by this clause, to the extent that such prohibitions and restrictions are inconsistent with the prohibitions of this clause, are no longer in effect.

(d) The prohibition in paragraph (b) of this clause does not contravene requirements applicable to Standard Form 312 (Classified Information Nondisclosure Agreement), Form 4414 (Sensitive Compartmented Information Nondisclosure Agreement), or any other form issued by a Federal department or agency governing the nondisclosure of classified information.

(e) In accordance with section 743 of Division E, Title VII, of the Consolidated and Further Continuing Appropriations Act, 2015, (Pub. L. 113-235), and its successor provisions in subsequent appropriations acts (and as extended in continuing resolutions) use of funds appropriated (or otherwise made available) is prohibited, if the Government determines that the Contractor is not in compliance with the provisions of this clause.

(f) The Contractor shall include the substance of this clause, including this paragraph (f), in subcontracts under such contracts.

52.203-99, PROHIBITION ON CONTRACTING WITH ENTITIES THAT REQUIRE CERTAIN

INTERNAL CONFIDENTIALITY AGREEMENTS (DEVIATION 2015-02) (FEB 2015)

(a) The contractor shall not require employees or subcontractors seeking to report fraud, waste, or abuse to sign or comply with…