RFP Supply Side Management Red Lined 2026 08 17.pdf

General Services Administration (GSA) Public Buildings Service (PBS) Office of Facilities Management Retail Utility Services Division

Request for Proposal (RFP):

Supply Side Energy Advisory and Management Services

47PH5326R0018

Table of Contents Part I - The Schedule.

Section A - Solicitation/Contract Form.

Section B - Services and Prices

B.1. Description of Services B.2. Small Business Goals B.3. Payment and Billing

Section C - Description/Specifications/Requirements C.1. Specific Requirement or Tasks C.2. Professional Services C.3. Account Management C.4. Advisory Services C.5. Renewable Power Settlement & Delivery Management C.6. Pre and Post Award Services C.7. Pre and Post Award Contract Administration Services C.8. Energy Reverse Auction Services C.9. Deliverables C.10. Requirements for Section 508 Compliance

Section D - Packaging and marking.

D.1. Marking/Identification D.2. Email Correspondence

Section E - Inspection and acceptance.

E.1. General

Section F - Performance F.1. Place of Performance F.2. Term of Contract

Section G - Contract Administration Data.

G.1. Delivery Schedule G.2. GSA Contracting Officer’s Representative (COR) Roles and Responsibilities G.3. Release of Claims G.4. Contractor Response Following Award

Section H - Special Contract Requirements.

H.1. Travel H.2. Other Special Contractor Requirements H.3. Contractor Security Requirements H.4. Safeguarding Sensitive Data and Information Technology Resources and Securing Government Information H.5. Government Furnished Equipment (GFE) and Government Furnished Information (GFI) H.6. GSA Policies H.7. Contractor Required Security and IT Training H.8. Contractor Conflict of Interest (COI) Information

H.8.1. Conflict of Interest Procedures Part II - Contract Clauses.

Section I - Contract Clauses

FAR 52.252-2, CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

552.252-2, GSAM CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

Addendum to FAR 52.212-4 — Additional Clauses GSAM 552.212-71 Contract Terms and Conditions Applicable to GSA Acquisitions of Commercial Products and Commercial Services (OCT 2023)

FAR AND GSAR CLAUSES INCORPORATED IN FULL TEXT

Part III - List of Documents, Exhibits, and Other Attachments.

SECTION J - List of Attachments

Section IV . Representations and Instructions.

Section K - Representations, certifications, and other statements of offerors

FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

GSAM PROVISIONS INCORPORATED BY REFERENCE PER GSAM 552.102

Section L - Instructions, conditions, and notices to offerors.

L.1. SERVICE CLASSIFICATION AND SIZE STANDARD

L.2. PRE-PROPOSAL CONFERENCE

L.3. PERIOD FOR ACCEPTANCE OF OFFERS

L.4. SOLICITATION AMENDMENTS

L.5. INSTRUCTIONS FOR SUBMITTING PROPOSALS

L.5.1. Hand Carried Proposals L.5.2. Questions Concerning The Solicitation L.5.3. Submission And Content of Proposals

Section M - Evaluation Factors for Award.

M.1. METHOD OF AWARD

M.2. TECHNICAL EVALUATION FACTORS

M.3. PRICE

Appendix 1. Requirements for Section 508 Compliance Exhibit 1A: Past Performance Questionnaire (PPQ) Exhibit 2A: Organizational Conflict of Interest Agreement Exhibit 2B - Individual Conflict of Interest and Non-Disclosure Agreement

Part I - The Schedule.

Section A - Solicitation/Contract Form.

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

RATING PAGE OF PAGES

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

CODE7. ISSUED BY 8. ADDRESS OFFER TO (If other than item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and copies for furnishings the supplies or services in the Schedule will be received at the place specified in item 8, or if hand carried, in the depository located in until local time

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL:

A. NAME B. TELEPHONE (NO COLLECT CALLS)

AREA CODE NUMBER EXTENSION

C. E-MAIL ADDRESS

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. PAGE(S)DESCRIPTION

A B C D E F G H

I

J

K

L

M EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

PART IV - REPRESENTATIONS AND INSTRUCTIONS

LIST OF ATTACHMENTS

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

CONTRACT CLAUSESSOLICITATION/CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/COSTS

DESCRIPTION/SPECS./WORK STATEMENT

PACKAGING AND MARKING

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

CONTRACT ADMINISTRATION DATA

SPECIAL CONTRACT REQUIREMENTS

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS (%) CALENDAR DAYS(%)

DATEAMENDMENT NO.AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFER-

OR

CODE FACILITY 16. NAME AND THE TITLE OF PERSON AUTHORIZED TO SIGN OFFER

(Type or print)

15B. TELEPHONE NUMBER

AREA CODE NUMBER EXTENSION

15C. CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18. OFFER DATE

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION:

10 U.S.C. 2304 (c) ( )41 U.S.C. 3304(a)

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

28. AWARD DATE

CODE

ITEM

STANDARD FORM 33 (REV. 6/2014)

Prescribed by GSA - FAR (48 CFR) 53.214 (c)

SEALED BID (IFB)

NEGOTIATED (RFP)

(Hour) (Date)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

1 5

EQPMCEA-26-0017

PQ1AD

PBS Office of Acquisition Management/PBS Centralized Acquisition Services Division Customer Contracting Branch B 1800 F Street NW Washington , DC 20405 USA

PXAB

PBS Office of Program and Project Management/Office of Federal and Lease Projects Territory 1B 1800 F Street NW Washington , DC 20405 USA

47PH5326R0018

3:00 PM

Huy Le huy.le@gsa.gov

8/25/2026

617 5654693

8/17/2026

PAGE

GENERAL SERVICES ADMINISTRATION

OF

ITEM NO.

(a)

SUPPLIES OR SERVICES

(b)

QUANTITY

ORDERED

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

20405-0001 rate of $ per kilowatt hour (KH) for all accounts awarded.

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001 rate of $ per kilowatt hour (KH) for all accounts awarded.

Management Services The Contractor will be reimbursed by

20405-0001 rate of $ per dekatherm (dth) for all accounts awarded.

Management Services The Contractor will be reimbursed by kWh

Place of Performance: 18TH AND F STS NW WASHINGTON, DC kWh

PoP: 10/01/2026 - 09/30/2027

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

Management Services The Contractor will be reimbursed by

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

PoP: 10/01/2026 - 09/30/2027 and Management Services The Contractor will be reimbursed by

Base Year: Natural Gas Auction for Supply Side Energy and

Contract Type: Firm Fixed Price

Base Year: Electricity Auction for Supply Side Energy and

Contract Type: Firm Fixed Price

PoP: 10/01/2026 - 09/30/2027

Base Year: Renewable Energy for Supply Side Energy and

PoP: 10/01/2027 - 09/30/2028

Option Year 1: Natural Gas Auction for Supply Side Energy

Base Year: Electricity Auction

Base Year: Natural Gas Auction

Contract Type: Firm Fixed Price

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

0002 1

Base Year: Renewable Energy

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

Contract Type: Firm Fixed Price

Option Year 1: Natural Gas Auction

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

Dth

Deliverable

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

Deliverable

Dth

20405-0001

Deliverable

Deliverable rate of $ per dekatherm (dth) for all accounts awarded.

OF

ITEM NO.

(a)

SUPPLIES OR SERVICES

(b)

QUANTITY

ORDERED

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

20405-0001 rate of $ per kilowatt hour (KH) for all accounts awarded.

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001 rate of $ per dekatherm (dth) for all accounts awarded.

Management Services The Contractor will be reimbursed by

20405-0001 rate of $ per kilowatt hour (KH) for all accounts awarded.

and Management Services The Contractor will be reimbursed by kWh

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

Dth

PoP: 10/01/2027 - 09/30/2028

Place of Performance: 18TH AND F STS NW WASHINGTON, DC and Management Services The Contractor will be reimbursed by

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

PoP: 10/01/2027 - 09/30/2028 and Management Services The Contractor will be reimbursed by

Option Year 1: Electricity Auction for Supply Side Energy

Contract Type: Firm Fixed Price

Option Year 1: Renewable Energy for Supply Side Energy and

Contract Type: Firm Fixed Price

PoP: 10/01/2028 - 09/30/2029

Option Year 2: Natural Gas Auction for Supply Side Energy

PoP: 10/01/2028 - 09/30/2029

Option Year 2: Electricity Auction for Supply Side Energy

Option Year 1: Renewable Energy

Option Year 1: Electricity Auction

Contract Type: Firm Fixed Price

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

1003 1

Option Year 2: Natural Gas Auction

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

Contract Type: Firm Fixed Price

Option Year 2: Electricity Auction

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

kWh

Deliverable

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

Deliverable kWh

20405-0001

Deliverable rate of $ per kilowatt hour (KH) for all accounts awarded.

OF

ITEM NO.

(a)

SUPPLIES OR SERVICES

(b)

QUANTITY

ORDERED

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

20405-0001 rate of $ per dekatherm (dth) for all accounts awarded.

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001 rate of $ per kilowatt hour (KH) for all accounts awarded.

and Management Services The Contractor will be reimbursed by

20405-0001 rate of $ per kilowatt hour (KH) for all accounts awarded.

Management Services The Contractor will be reimbursed by

Dth

Place of Performance: 18TH AND F STS NW WASHINGTON, DC kWh

PoP: 10/01/2028 - 09/30/2029

Place of Performance: 18TH AND F STS NW WASHINGTON, DC and Management Services The Contractor will be reimbursed by

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

PoP: 10/01/2029 - 09/30/2030

Management Services The Contractor will be reimbursed by

Option Year 2: Renewable Energy for Supply Side Energy and

Contract Type: Firm Fixed Price

Option Year 3: Natural Gas Auction for Supply Side Energy

Contract Type: Firm Fixed Price

PoP: 10/01/2029 - 09/30/2030

Option Year 3: Electricity Auction for Supply Side Energy

PoP: 10/01/2029 - 09/30/2030

Option Year 3: Renewable Energy for Supply Side Energy and

Option Year 3: Natural Gas Auction

Option Year 2: Renewable Energy

Contract Type: Firm Fixed Price

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

3001 1

Option Year 3: Electricity Auction

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

Contract Type: Firm Fixed Price

Option Year 3: Renewable Energy

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

kWh

Deliverable

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

Deliverable kWh

20405-0001

Deliverable rate of $ per kilowatt hour (KH) for all accounts awarded.

OF

ITEM NO.

(a)

SUPPLIES OR SERVICES

(b)

QUANTITY

ORDERED

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

20405-0001 rate of $ per kilowatt hour (KH) for all accounts awarded.

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

20405-0001 rate of $ per kilowatt hour (KH) for all accounts awarded.

and Management Services The Contractor will be reimbursed by and Management Services The Contractor will be reimbursed by kWh

Place of Performance: 18TH AND F STS NW WASHINGTON, DC kWh

PoP: 10/01/2030 - 09/30/2031

Place of Performance: 18TH AND F STS NW WASHINGTON, DC

Management Services The Contractor will be reimbursed by

PoP: 10/01/2030 - 09/30/2031

Option Year 4: Natural Gas Auction for Supply Side Energy

Contract Type: Firm Fixed Price

Option Year 4: Electricity Auction for Supply Side Energy

Contract Type: Firm Fixed Price

PoP: 10/01/2030 - 09/30/2031

Option Year 4: Renewable Energy for Supply Side Energy and

Option Year 4: Electricity Auction

Option Year 4: Natural Gas Auction

Contract Type: Firm Fixed Price

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

4002 1

Option Year 4: Renewable Energy

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

PSC: R408 -- SUPPORT- PROFESSIONAL: PROGRAM MANAGEMENT/SUPP

Deliverable

Deliverable

Dth

20405-0001 rate of $ per dekatherm (dth) for all accounts awarded.

Section B - Services and Prices.

B.1. Description of Services The General Services Administration (GSA), Public Buildings Service (PBS), Office of Facilities Management’s Retail Utility Services Division is requesting a Contractor to provide Energy Supply Acquisition Management Services. The Contractor shall assist in the development and execution of the Request for Proposal (RFP) for all retail choice electric and gas procurements for federal facilities accounts and additional eligible federal facilities which choose to participate. The Contractor shall assist GSA in analyzing current market rates and tariffs to develop a comprehensive energy procurement strategy, and conduct load analysis in order to properly represent accounts represented in the solicitations.

Support is required for all current and future GSA contracts for retail choice electricity and natural gas.

GSA currently procures and manages an energy portfolio containing approximately 390 natural gas accounts representing approximately 20 million dekatherms (Dth) annually, and 1317 electricity accounts representing 4 billion kilowatt hours (kWh) annually. There are 148 natural gas supply contracts for accounts located in approximately 80 utilities across 35 states, and 28 electricity supply contracts for accounts located in approximately 30 utilities across 15 states.

The Statement of Work (SOW) defines the minimum requirements for the Contractor to provide complete Energy Supply Acquisition Management Services. GSA reserves the right to negotiate additional tasks with the awarded contractor. The Contractor shall develop a comprehensive energy procurement strategy which shall include providing market analysis of current retail electricity and natural gas rates and trends in order to assist the government in developing an independent government estimate that is tailored to each grid region and load profile. The Contractor shall be required to assist GSA in analyzing rates and tariffs for accounts to develop a comprehensive energy procurement strategy and will help implement a total supply-side management solution for all accounts contained in the final energy aggregation. The Contractor shall assist in the development and execution of the RFP for all existing facilities accounts and additional eligible facilities which choose to participate. The pricing component of the RFP will be conducted via an on-line, real-time reverse auction.

GSA is requesting proposals for the provision of performance-based supply-side Energy Supply Acquisition Management Services, which includes but is not limited to: preparing cost analysis based on current market trends for both retail electricity and natural gas; developing presentations for government’s use in sharing said analysis with its customers; assisting agencies in gathering their load data from utilities; analyzing the load data for any discrepancies; resolving any load issues such as missing accounts; organizing the load data into an Exhibit to be attached to the RFP; and conducting real-time, online reverse energy auctions. The Contractor must provide energy Contractor skills on a no upfront cost basis.

B.2. Small Business Goals The Office of Small Business (OSB) is responsible for negotiating GSA's annual Small Business Program goals with the U.S. Small Business Administration (SBA) to ensure that small businesses have the maximum practicable opportunity to provide goods and services to the Federal Government. More information regarding the Small Business Goals is available at the GSA OSB website (https://www.gsa.gov/small-business/small-business-goals-and-performance). Offerors, other than small businesses, are required to submit a Subcontracting plan in support of GSA's Small Business Subcontracting goals and programs and comply with FAR 52.219-9 (GSA Class Deviation

RFO-2025-19).

Offerors should understand that this procurement has not been set-aside for small businesses.

https://www.gsa.gov/small-business/small-business-goals-and-performance

B.3. Payment and Billing All work will be performed on a no upfront cost basis. The Contractor's fee for providing energy supply advisory and account management services will be included as an agreed-upon rate per dth or per kWh in the solicitation (RFP) for the resultant supply contracts. The fee will be applied to all supply contracts awarded during the term of this support contract for the full term of the supply contract. The Contractor shall be reimbursed by the awarded supply suppliers, via the utility billing for each customer, based on the actual quantity of dth/kWh consumed over the life of the awarded supply contract for all accounts awarded as a result of services provided. The Contractor shall be responsible for continuing account management services through the full term of the awarded supply contract, which may extend beyond the term of this support contract. The Government may award supply contracts for terms of up to 60 months.

The Government will include payment and reporting terms between energy suppliers and the Contractor in the Government’s supply RFP.

Contractors are advised that GSA is under no obligation to accept pricing received through each auction and may elect not to award supply contracts if they are deemed not to be in the best interest of the Government. GSA has the sole authority to make this decision and may elect to award contracts for all, some, or none of the prices submitted through the auction. If GSA decides not to award supply contracts for some or all accounts, the Contractor shall receive no compensation for services provided.

Section C - Description/Specifications/Requirements.

C.1. Specific Requirement or Tasks The functions defined below shall be required for support of the base period and each exercised option period. The Contractor shall provide at a minimum the indicated tasks, in the stated specifications or higher.

C.2. Professional Services The Contractor shall provide but not be limited to the following program management of GSA’s energy supply procurement activities. The Contractor is required to start providing these services at the start of the contract. The Contractor shall:

1. Collect Renewable Energy Certificate (REC) attestation, review attestation reports for accuracy, prepare REC reports, and distribute to GSA and customer agencies.

2. Provide updates, inputs, and calculations for changes in components included in the economic price adjustment clause for each contract.

3. Provide periodic (monthly) updates on the energy market and regulatory front and potential for additional savings as requested by the Contracting Officer Representative

(COR).

4. Provide ad hoc analyses as needed by the GSA COR.

5. Prepare spreadsheets, presentations, and other related materials in response to agency requests for information related to their accounts on GSA’s retail choice energy supply contracts.

C.3. Account Management The Contractor Shall Serve as the Retail Electric and Natural Gas Acquisition Program (NGAP) account manager for approximately 1,900 electric and natural gas end use accounts across various states and the

District of Columbia, and handle all billing, payment and account issues associated with the awarded supply contract. The Contractor will be responsible for managing all awarded natural gas accounts.

C.4. Advisory Services Contractor shall:

1. Review and provide GSA current energy market conditions on a weekly basis and in preparation for all gas and electricity procurement actions.

2. Discuss different risk management strategies for deregulated power and gas markets which GSA has managed contracts and stakeholders.

3. Recommend pricing decisions that adhere to cost savings goals regarding price risk avoidance, maximized savings, renewable energy, and any additional objectives that the Government deems appropriate.

4. Review all of the GSA energy accounts and all client agency accounts managed by GSA, and develop recommendations on how to best manage the portfolio.

5. Work with the COR and Utility Services Division team to create a procurement strategy or strategies for the portfolio based on data and information collected in the previous ongoing and future tasks.

6. Provide renewable energy advisory services to include assessment of the current renewable energy market and trends, analysis of renewable energy incentives, and analysis of policy changes that may affect GSA’s renewable energy procurement strategy. Provide analysis of new Executive Orders and potential impacts to GSA’s Retail Utility Services Program.

7. Assist in determining the best contract structure for each pricing group within the procurements and provide recommendations for RFP language changes. This will be done through an analysis of the prior twelve-month’s usage/ancillary pricing for the accounts (assuming this information is available). The Contractor shall provide information regarding the best time to hold the procurement based on the Government’s specified timelines and favorable market conditions for every procurement.

8. Provide market expertise, information and recommendations throughout the energy procurement process including pricing components. Determining fixed price and economic price adjustment (i.e., pass-through) components for specific energy markets.

9. Work with the Government to develop the energy supply RFP based on the appropriate procurement strategy. Assist the Government in developing sound financial and technical qualifications that suppliers must meet.. These qualifications will include, but are not limited to: ability to meet the terms and conditions of Government contracts, proof of appropriate licenses and transport agreements, adherence to switching rules and enrollment processes, and ability to meet minimum load requirements for competitive supply. The Contractor shall assist the Government in responding to questions from suppliers regarding technical requirements of the RFP.

10. Work with the Government to determine the best approach to measure the success of the procurement which will be evaluated based on the lowest priced proposal(s) compared to the price to beat. Create pricing scenarios and forecasts from data provided by the COR, other customers, servicing utilities, and market data which may serve as the baseline against which proposal prices are compared.

11. Create pricing scenarios and forecasts from data provided by the COR, other customers, servicing utilities, and market data which may serve as the baseline against which bid prices are compared.

12. Upon GSA request, the Contractor will review settlement of market index contracts and associated block purchases, as applicable. The Contractor will provide general market data and analysis for standard purchase contracts and for various ancillary markets, as well as assessment of prospective GSA energy projects. Additionally, the Contractor, upon GSA request, will provide support for negotiating and implementing any contract modifications, as well as assistance and support for general energy sourcing.

C.5. Renewable Power Settlement & Delivery Management

1. The Contractor will manage and/or assist in the management of the delivery of physical renewable power and associated REC, as applicable, for current and future GSA power purchase agreements (PPA).

2. The Contractor will develop and manage and/or assist in the management of the strategy and logistics of energy and REC deliveries pursuant to GSA contracts in place and any future modifications.

The Contractor will prepare budgets for expected PPA settlements in Pennsylvania-New Jersey-Maryland (PJM) and REC markets, evaluate actual settlements for accuracy, and manage any necessary corrections with PPA counterparties.

3. The Contractor will evaluate the need, term, and suitable market for any necessary REC sales associated with such PPAs and manage such sales subject to GSA’s transaction approval.

4. The Contractor will provide analyses and recommendations to GSA regarding the best potential value for such REC sales. Additionally, the Contractor will provide assessment of the need for and value of potential PPA modifications and provide support for negotiating and implementing any such modifications.

C.6. Pre and Post Award Services Contractor shall:

1. Define data requirements, identify sources of data, and maintain an electronic central data repository of all relevant contract and account information which is directly accessible by the Government and maintained on a Government-owned platform.

2. Provide authorizations to collect account numbers and available historical data from the servicing utility and/or current competitive suppliers and pull utility data as applicable.

3. Meet with selected Government points of contacts (POCs) and potential auction participants to answer questions, determine supplier interest, explain the procurement process, and discuss market conditions, consistent with the RFP.

4. Host pre-proposal conferences between potential suppliers and the Government. In addition, the Contractor shall perform coordination of pre-proposal teleconferencing and/or meetings as necessary to ensure potential offerors understand the procurement process and requirements of the solicitation. In addition to facilitating pre-proposal conference(s), the Contractor shall document and provide questions and answers from the meeting to the Government. After the Government's review and approval, questions and answers will be posted for all potential offerors to access through SAM.gov and the customized website described below.

5. Work with the awarded supplier(s) to ensure account transition is completed in a timely and accurate manner, and will resolve billing and administrative issues that arise after the contract is awarded.

6. Store contract and account data on the Government’s database. The property rights to this database and data remain the sole property of the U.S. Government.

7. Work with the Government and the awarded supplier(s) to add and delete accounts as necessary over the life of the energy contract.

8. Assist with setting up payment and billing between awarded suppliers and agencies for all new contracts.

C.7. Pre and Post Award Contract Administration Services

Contractor Shall:

1. Manage contract files associated with Electric and Gas contracts. To include collecting and uploading contract documentation to the Google Drive file and GSA’s contract writing system in accordance with the GSA Contract File Checklist.

2. Prepare contract documents/modifications for Utility Services Division’s Electric and Gas Contracts. The Contractor will provide administrative support.

3. At the COR direction, respond to Contractors and energy supplier inquiries, and will coordinate with GSA customers and utility vendors to resolve contractual issues.

4. Perform other miscellaneous contract administration support tasks (i.e. filing, email correspondence) as coordinated by the COR.

C.8. Energy Reverse Auction Services

The Contractor shall be responsible for all energy reverse auction services to include but not be limited to fully managing reverse auction services platforms. The auction will be coordinated between the COR for each reverse auction. The Contractor shall be responsible for the following:

1. The Contractor shall create a publicly accessible announcement page for each procurement which will serve as a centralized site for all parties to access data and be notified of updates. Notify suppliers of the specific auction schedule including RFP numbers and times. The Contractor shall also post: rules for the use of the procurement platform; historical usage data/demand data in downloadable excel files; solicitations and amendments; and other important data as directed by the Government. The Contractor shall provide training to the COR and qualified energy suppliers/marketers in the use of the electronic reverse auction platform.

2. Store auction records and account data for all accounts included in each GSA auction on the Contractor’s platform. The platform must be password-protected and accessible to GSA. The platform must adhere to all FedRAMP requirements to maintain a FedRAMP certification.

3. Monitor the auction and maintain an audit trail of all supplier communications, proposed prices, proposal submission times, and results which will be provided in paper format or made accessible via download to COR in electronic format post- auction. Additionally, the lowest bid price submitted will be clearly identified.

4. Perform additional procurements for the same account set if pricing received through the original auction is not reflective of competitive market pricing at that point in time, or if COR determines that more advantageous pricing can be achieved at a later date, or offers expire pursuant to the established procedures.

5. Not bind, act, or represent itself to perform in the capacity of the Government or the Contracting Officer at any time during the procurement process.

C.9. Deliverables All deliverables under this contract become Government property and may be subject to public release under the Freedom of Information Act (FOIA), unless the Contractor marks them proprietary and the Government concurs. Contractor Shall provide:

1. Energy Market Report (weekly) updates sent to GSA via email.

2. Weekly progress/status meetings to cover open items and upcoming actions. The Contractor will be responsible for maintaining the agenda and running the weekly meetings.

3. Monthly energy market presentations on energy market conditions and potential for additional savings. Presentations should be in PowerPoint format and submitted to GSA one week prior to the scheduled presentation to allow for review.

4. Central data repository updated monthly on an existing Government-owned platform

5. Account and contract listing for all electric and gas procurements.

6. Results of online reverse auctions including the full bid history.

7. All analysis, spreadsheets, documents, presentations and backup documentation prepared for the

Government under performance of this contract.

All meetings and presentations will be done virtually. The Contractor and COR will come up with an agreed upon date/time for each report. Acceptable formats for the status reports shall include; PowerPoint, PDF, excel, email or other formats agreed to by the COR.

C.10. Requirements for Section 508 Compliance See Appendix 1 for Section 508 Information and Communication Technology (ICT) accessibility requirements.

Section D - Packaging and Marking.

D.1. Marking/Identification The Contractor must comply with FAR 37.114(c). The Contractor must prepare all correspondence to be issued by GSA personnel on GSA letterhead.

D.2. Email Correspondence All email correspondence relating to performance of this contract must be transmitted using GSA.gov email accounts. The Contractor must comply with GSA procedures for encryption and handling Controlled Unclassified Information (CUI).

Section E - Inspection and Acceptance.

E.1. General To ensure compliance with the contract requirements, and as documented in their approved Management Plan, Contractors are responsible for their own and their Subcontractors’ quality control and assurance including the day-to-day monitoring and inspection of all work performed.

Contractor services must be performed in compliance with contract requirements, including applicable laws and regulations. Contractor submissions must be complete, accurate, well-prepared and delivered within the agreed time frames between the Contractor and GSA prior to acceptance by GSA.

The Government will have fifteen (15) business days to complete the review of each deliverable and accept or reject the deliverable by giving written notice. When the Government fails to complete the review within the review period, the deliverable shall become acceptable, unless an extension of the review period https://www.acquisition.gov/far/part-37#FAR_37_114 is requested and mutually agreed upon. In the event of rejection of any deliverable, the Contractor shall be notified in writing by the COR giving the specific reason(s) for the rejection. The Contractor shall have five (5) business days to correct the rejected deliverable and return it to the COR. The Contractor shall be allowed one (1) resubmission of deliverables.

Section F - Performance.

F.1. Place of Performance All services are to be performed remotely.

F.2. Term of Contract Base Year: October 01, 2026 - September 30, 2027 Option 1: October 01, 2027 - September 30, 2028 Option 2: October 01, 2028 - September 30, 2029 Option 3: October 01, 2029 - September 30, 2030 Option 4: October 01, 2030 - September 30, 2031 *6-month Option to Extend: October 01, 2031 - March 31, 2032

Section G - Contract Administration Data.

G.1. Delivery Schedule The Contractor’s delivery schedule shall be as follows:

G.2. GSA Contracting Officer’s Representative (COR) Roles and Responsibilities Contracting Officer’s Representatives (COR) or their designees must be appointed by letter from the Contracting Officer. CORs or designees are the primary GSA representative for the administration of the contract and have proper training and experience to inspect and evaluate Contractor performance, but do not have the authority to modify the contract.

The COR is the GSA assigned representative is the Contractor’s primary Point of Contact (POC) with GSA. The COR is responsible:

● for the day-to-day communication and monitoring of Contractor performance, including inspection and acceptance of services and submissions, and problem resolution within their delegated authority

● to determine compliance with contract requirements and ensure defects or omissions are corrected in deliverables

● to provide to the Contractor both positive feedback and areas of improvement in real

Weekly Progress Reports Weekly The Contractor and COR will come up with an agreed upon date/time for each report.

Monthly Progress Reports Monthly Status due by the 5th workday of the next month and 24 hours before any status meeting.

Monthly Repository Uploads Monthly The Contractor and COR will come up with an agreed upon date/time for each upload.

Weekly Progress/Status Meeting Weekly The Contractor and COR will come up with an agreed upon date/time for the weekly meetings.

Analysis, Documents, Reports, Presentations, and Spreadsheets

As Requested The Contractor and COR will come up with an agreed upon date/time for each report.

time, as encountered in the execution of work

● to report any Contractor performance commendations and/or issues to the COR or

Contracting Officer, as suitable or proper for the circumstance(s)

G.3. Release of Claims The Contractor shall submit with a GSA Form 1142- Release of Claims at the end of the period of performance. A copy of the form should be sent via email to the Contracting Officer identified in Block 26A of the award document (GSA Form 300) and to the Contract Specialist and COR identified as the Government POCs in this SOW.

G.4. Contractor Response Following Award Within five (5) days of award, the Contractor must submit all of the following information in the system of record:

● compliance with State licensure requirements by uploading applicable license information

● a declaration of Organizational Conflict of Interest information (See Section H and Exhibit 2A)

● a fully executed Non-Disclosure Agreement (See Section H and Exhibit 2B)

Section H - Special Contract Requirements.

H.1. Travel Travel is not required and unless otherwise specified, is at the Contractor’s expense. The level of effort and the amount of travel required for each acquisition will vary depending on the size and complexity of the project.

H.2. Other Special Contractor Requirements The Contractor must provide all deliverables and services as tasked, in accordance with this contract.

Contractor firms are responsible for all work performed by their Subcontractors, and Subcontractor personnel are held to the same standards as Contractor personnel.

H.3. Contractor Security Requirements Security requirements for this contract are significant and involve both a security clearance and Information Technology (IT) onboarding process for nearly all Contractor employees working with this contract. The Contractor should anticipate a significant amount of time and effort to both onboard and retain an active status for both security clearances and access to GSA IT systems. Security clearance and IT training requirements are subject to change and Contractors should anticipate process and methodology changes from time to time.

The Contractor shall comply with GSA administrative, physical, and technical security controls to ensure that all Government’s security requirements are met. In addition, all Contractor personnel shall adhere to GSA PBS’s HSPD-12 rules and regulations. The Contractor is responsible for addressing any issues or concerns raised by PBS within a one week turn around.

For any Contractor personnel performing work under this SOW who shall require access to GSA IT applications, systems, or data, the Contractor(s) shall comply with the Homeland Security Presidential Directive-12 (HSPD-12) security clearance process.

This means first obtaining fingerprint clearance, which typically takes 3-4 weeks. At that point, the Authorizing Official (AO) can grant limited access on a case-by-case basis. Next, a preliminary favorable adjudication of their National Agency Check with Inquiries (NACI) clearance level shall be received.

This process can take 1 to 2 months. Only when a full NACI adjudication is received shall full access be granted. This process usually takes four (4) to eight (8) months, though it could take as many as 12 months.

The Contractor(s) shall submit the necessary paperwork to conduct a National Agency Check with Inquiries (NACI) background investigation for each proposed personnel prior to working on the contract.

Contractor(s) shall not be granted access to a GSA facility or to any GSA IT system prior to a favorable response to the fingerprint portion of this background investigation. An individual Contractor’s failure to return satisfactory results from the background investigation shall result in immediate removal of that Contractor.

Higher levels of clearance shall also be required depending on the level of trust required to perform specific duties or perform a specific task. For any Contractor who shall have access to Sensitive but Unclassified (SBU), Financial Transactions, Personally Identifiable Information (PII), or any data that is deemed to require a higher level of trust, a Minimum Background Investigation (MBI) shall be required.

The Contractor shall be required to fund their employees’ security clearance and background investigation processes; the Government will not provide funding for these requirements.

Contractor must have telework capabilities and be able to perform all duties remotely. All work will be done remotely.

H.4. Safeguarding Sensitive Data and Information Technology Resources and Securing Government Information The Contractor shall be responsible for properly protecting all information used, gathered, or developed as a result of work under the contract. In addition, the Contractor shall protect all government data, equipment, or information by treating the material as sensitive. Sensitive but Unclassified (SBU) or Controlled Unclassified Information (CUI) information, data, and/or equipment shall only be disclosed to authorized personnel. The Contractor shall ensure that appropriate administrative, technical, and physical safeguards are established to ensure the security and confidentiality of this information, data, and/or equipment is properly protected. When no longer required, this information, data, and/or equipment shall be returned to Government control, destroyed, or held until otherwise directed. Items returned to the Government will be hand carried or mailed to the COR using certified mail. The Contractor shall destroy unneeded items by burning, shredding, or any other method that precludes the reconstruction of the material.

Information collected through the Contractor’s normal course of work under this contract must be considered Government information and must be protected. All users of sensitive data and IT resources, must comply with FAR Subpart 40.3. Information related to a Federal acquisition is protected by the Federal Procurement Integrity Act and disclosure to other than authorized parties is prohibited.

Contractors must use Government provided systems and email to secure, store, process, and/or transmit any information pertaining to the services provided under this contract.

Contractors are prohibited from storing files on non-GSA servers, systems or computers, email, and thumb drives. Any use of non-GSA servers, systems or computers, email and thumb drives for Government work will be handled in accordance with the performance standards as set forth in the contract.

Under no circumstances is the Contractor to release any Government documents to a third party without GSA written approval. For example, if the Contractor is required to submit records to a state licensing authority or oversight entity, or, in the case of an audit or other request for information from a third party, the Contractor must notify the Contracting Officer of the request prior to releasing any records. The Contracting Officer will coordinate with GSA General Counsel to determine what documentation may be released and will provide copies of releasable documentation to the Contractor or a written statement that identifies the reason the requested documentation will not be released.

All information and data related to this project that the vendor gathers or obtains shall be both protected from unauthorized release and considered the property of the Government. The Contracting Officer will be the sole authorized official to release verbally or in writing, any data, the draft deliverables, the final deliverables, or any other written or printed materials pertaining to this task order. Press releases, marketing material, or any other printed or electronic documentation related to this project, must not be publicized without the written approval of the contracting officer.

Controlled Unclassified Information (CUI): CUI is unclassified information that requires safeguarding and dissemination control pursuant to law, regulation, or Government-wide policy, as listed in the CUI Registry by the National Archives and Records Administration (NARA).

CUI building information is contained in any document with information that is sufficiently sensitive to warrant some level of protection from disclosure, but does not warrant classification.

H.5. Government Furnished Equipment (GFE) and Government Furnished Information (GFI) GSA will provide the Contractor with Government Furnished Equipment (GFE) or Government Furnished Information (GFI) during the period of performance of the contract under the following conditions:

● Use of the GFE and GFI is for the sole purpose of completing the requirements of this contract.

● The contract employee has received an initial favorable background investigation determination/adjudication that is expected to result in a final favorable determination/adjudication or the contract employee has already received a final favorable background investigation determination/adjudication.

● The contract employee has completed mandatory GSA training.

Note: GFE includes virtual desktop access provided by GSA and does not necessarily constitute the distribution of hardware to the Contractor. Access to the GSA network, whether direct or through other means, such as GSA virtual environment, is contingent upon each contract employee having successfully received an initial and final favorable background investigation.

H.6. GSA Policies The Contractor must comply with the following GSA Directives/Policies:

GSA Information Breach Notification 9297.2C CIO CHGE 1

The Contractor must comply with the following GSA policies listed below when inside a GSA building or inside a GSA firewall (i.e. when using GSA provided-systems and access):

GSA Order CIO 2104.1B, CHGE 2 “GSA Information Technology (IT) General Rules of Behavior

If applicable, the GSA policies listed in this paragraph must be followed:.

GSA Order CIO 2103.21, “Controlled Unclassified Information (CUI) Policy

All GSA contracts and RFPs involving Privacy Act information must adhere to the Federal Acquisition Regulations (FAR) Privacy Act provisions (Subparts 24.1 and 24.2) and include the specified contract https://www.archives.gov/cui https://www.archives.gov/cui https://www.gsa.gov/directives-library/gsa-information-breach-notification-policy-5?_gl=1*1oqp9qy*_ga*MTIyMTk4MjI5Ny4xNzE0NDk3Njcx*_ga_HBYXWFP794*MTcxNTExODQ1Ny4xMS4xLjE3MTUxMjA0MzkuMC4wLjA.

https://www.gsa.gov/directives-library/gsa-information-technology-it-general-rules-of-behavior-4 https://www.gsa.gov/directives-library/controlled-unclassified-information-cui-policy-1 clauses (Parts 52.224-1 and 52.224-2), as appropriate, to ensure that personal information by Contractors who work on GSA-owned systems of records and the system data are protected as mandated.

H.7. Contractor Required Security and IT Training As appropriate for their given role and to maintain compliance with GSA systems, all GSA and other agency employees, and Contractors, must adhere to the following:

GSA CIO-IT Security-05-29: Security Awareness and Role Based Training Program

All Contractors must provide verification that GSA Security Awareness and Privacy Training has been completed within thirty (30) days of notification to complete the training and annually thereafter.

Failure to comply with annual awareness and specialized IT Security training requirements will result in termination of the GSA network account and access to GSA information systems.

H.8. Contractor Conflict of Interest (COI) Information Upon award of the contract, Contractors must disclose to any interested party that they are acting as an exclusive representative of GSA for the transaction. Subpart 9.5 of the Federal Acquisition Regulation, 48 C.F.R. 9.5, prescribes responsibilities, general rules, and procedures for identifying, evaluating, and resolving Organizational Conflicts of Interest. The purpose of COI is to avoid, neutralize, or otherwise mitigate organizational COIs that might exist related to a Contractor’s performance for services required by this contract.

H.8.1. Conflict of Interest Procedures Prior to the issuance of the base contract award Notice to Proceed, the Contractor must submit the following information to the Contracting Officer:

● Organizational Conflict of Interest Agreement (See Exhibit 2A)

● Individual Conflict of Interest and Non-Disclosure Agreement (See Exhibit 2B)

This submission applies to anyone who performs contract services, e.g. all Contractor, Subcontractor, or any additional personnel assigned to the contract at a later date and must be submitted prior to starting work.

https://www.gsa.gov/system/files/Security-and-Privacy-Awareness-and-Role-Based-Training-Program-%5BCIO-IT-Security-05-29-Rev-8%5D-05-17-2023%20%281%29.pdf

Part II - Contract Clauses.

Section I - Contract Clauses.

FAR 52.252-2, CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at https://www.acquisition.gov.

(End of clause)

Clause Number Clause Title Clause Date

52.202-1 Definitions JUN 2020

52.203-3 Gratuities APR 1984

52.203-5 Covenant against Contingent Fees MAY 2014

52.203-6 with Alt I Restrictions on Subcontractor Sales to the Government — Alternate I

JUN 2020

52.203-7 Anti-Kickback Procedures JUN 2020

52.203-12 Limitation on Payments to Influence Certain Federal Transactions

JUN 2020

52.203-13 Contractor Code of Business Ethics and Conduct NOV 2021

52.203-17 Contractor Employee Whistleblower Rights NOV 2023

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

JAN 2017

52.204-9 Personal Identity Verification of Contractor Personnel JAN 2011

52.204-13 System for Award Management - Maintenance OCT 2018 (GSA Class Deviation RFO-2025-04)

52.208-9 Contractor Use of Mandatory Sources of Supply and Services MAY 2014 (GSA Class Deviation RFO-2025-08 - Supplement 1)

52.209-6 Protecting the Government’s Interest When Subcontracting with…