STATEMENT_OF_WORK_FOR_SPECIALIZED__MACROECONOMIC_PRODUCT_SUITE_AND_ADVISORY_SERVICES_1.pdf

FOR OFFICIAL USE ONLY

STATEMENT OF WORK FOR SPECIALIZED, MACROECONOMIC PRODUCT SUITE

AND ADVISORY SERVICES

I. Purpose

The purpose of this Statement of Work (SOW) is to describe the work and performance elements associated with the requirement for a specialized, macroeconomic product suite along with advisory services to the Department of Energy (DOE), Office of Intelligence and

Counterintelligence (IN), Energy Security Division (ESD).

II. Background

ESD has a critical, core mission requirement for analysis and information reporting on the risks, trends, and impacts concerning emerging, global energy security factors affecting U.S.

energy security. ESD regularly seeks out specialized subscription companies and information content firms to help ESD with its unique mission requirements.

III. Scope

The scope of this effort will require the Contractor to provide DOE personnel with access to a specialized macro-economic and industry risk product suite that offers a broad, in-depth coverage of multiple energy markets available through a web-based platform along with consultation advisory services. Information will be delivered through PDF to subscriber email boxes and through subscriber development of data using the Contractor’s product tools. As part of this consultation advisory service, the Contractor will provide direct access to their global research team’s subject matter experts (SMEs), who specialize in the energy sectors, to discuss topics of interest identified by the DOE.

IV. Specific Work Requirements

The Contractor shall deliver the following items under the contract/purchase order:

MACO-ECONOMIC AND RISK PRODUCT DESCRIPTION AND SERVICES

Item Description

BMI Global Oil and Gas Product

Departmental-wide license includes access and distribution to unlimited users within the department to the product. The product provides key insight into trends and developments across the upstream, midstream and downstream sectors. Specifically, this includes research covering the oil market, exploration, development, production and consumption, LNG, oil and gas storage, licensing rounds, oil field services, fuel and natural gas price forecasts, technology, and offshore and unconventional energy. The analysis includes monitoring and modelling on the impacts of policy and regulation on the industry; political factors which impact both internal country economies and the global sphere of influence; and country specific, regional and global overviews.

Daily Analysis: Daily analysis covers topical issues such as market fundamentals and pricing, capital investment trends and the emerging impacts of the Energy Transition and the push to decarbonize.

• Quarterly Reports: Reports feature 10-year forecasts for key indicators such as upstream production, refined fuels output and consumption, natural gas production and consumption, and net hydrocarbon trade, as well as analysis of the competitive landscape and regional context for each of the countries covered.

• Risk Reward Index: The index is broken down by Upstream and

Downstream and enables users to evaluate the relative attractiveness of markets for capital investment based on industry and country characteristics

• Data and Forecasts: Data includes key indicators such as upstream and downstream production, net trade balances as well as related consumption figures for fuels and natural gas.

• Special Reports: Publications include our biannual releases of our ‘Oil &

Gas Global Capex Outlook’ and ‘LNG: Global Industry Trends’

Departmental-wide license includes access and distribution to unlimited users within the department to the product. The product provides key analysis for generation, capacity and consumption and tracks the progress of

BMI Power and

Renewables

Product major projects; coverage of disruptive technology shaping the sector and driving M&A, such as e-mobility, distributed energy, energy services and smart homes; and country specific, regional and global overviews. More specifically the product covers, coal, gas, nuclear, hydropower, non-hydro renewables, hydrogen, regulatory/environmental policy, technology, energy services, transmission and distribution, and investment projects. Also included: a unique Power Risk Reward Indices, which calls upon 27 unique indicators at the industry and country level, and an Infrastructure Key

Projects Database, which offers an extensive catalog of the largest power and utility projects around the world.

• Daily Analysis: Daily analysis covers topical issues such as the green energy transition, opportunities for the hydrogen sector, the role of nuclear, and energy security

• Quarterly Reports: Reports feature 10-year forecasts for key indicators such as power consumption, generation and capacity split by power type

(thermal, hydropower, nuclear and renewables), as well as snapshots of the country’s power sector and transmission and distribution analysis.

• Risk Reward Index: The RRI enables you to evaluate the relative attractiveness of Power markets based on industry and country characteristics such as electricity capacity, energy policy and electricity import dependence.

• Data and Forecasts: Forecast data includes key indicators such as power consumption and generation, transmission and distribution losses, and project investment captured in Key Projects Data

• Special Reports: Recent publications include ‘Low Carbon Hydrogen:

Trends & Risks to Global Growth’, ‘Load Shedding in South Africa: Impact on Sectors’, ‘Digital Transformation: Industries Connected’, ‘Global Macro

& Industry Key Themes’, Trends & Risks in The Global Offshore Wind

Market’

Consulting/Light

Advisory

Services

Light consulting services are provided, enabling direct access to subject matter experts. Consulting services will be delivered through consultations with the firm’s subject matter experts, via phone, conference calls, or emails on customer requested topics.

Live and On

Demand

Webinars

These are live presentations, covering a range of topics, which are hosted via the web approximately twice monthly. Each webinar provides an opportunity for a

Q&A session following the presentation.

Usage Statistics

If requested by the Government Sponsor, information will be provided to convey the amount of usage, by product, including consulting services, identifying by whom the services were requested, what consulting was rendered, and by whom.

V. Deliverables

Other than delivery of services and responding to requests for usage statistics and inquiries from the

Government Sponsor, there are no pre-planned deliverables required for this contract.

VI. Task Performance Objectives, Measures and Expectations

Performance Measure

Performance Evaluation

a) Completeness/Full Functionality

Each product will be delivered to each subscriber in a format that is complete—that is—fully functional (100%).

b) Subscriber Availability

All products for DOE consumption will be made available at least 95% of the time during the performance period.

c) Timeliness All deliverables such as reports and analysis will be delivered on time and within schedule.

d) System Compatibility

To ensure continuous access, the vendor’s website will be accessible from a number of commercial browsers (e.g., Internet, Chrome, Fox Fire ).

VII. Resources

There are no special requirements for the government to make available or to furnish government resources to the Contractor.

VIII. Period of Performance

The period of performance of this order consists of one (1) 12-month base period commencing on the date of award, and four (4) option years.