A.02 DRAFT PWS NGB Sus Fac Mgmt.docx

PERFORMANCE WORK STATEMENT (PWS)

for Installations Sustainability and Facilities Management Analysis Services

1.0 General:

1.1 Scope: The contractor shall provide all personnel, equipment, tools, materials, supervision, and quality control necessary, except as specified in Paragraph 3.0 as Government Furnished, to perform Sustainment Restoration and Modernization (SRM) support, Real Estate support, Sustainability and Energy Management support, Strategic Communications and Training Management support, Budget and Program Planning and Analysis support, Military Construction Budget Execution Program Analysis support, and Facility Operations and Task Management Tool (or comparable system) support, as defined in this PWS.

1.2 Background: The Army National Guard (ARNG) G-9 Directorate (ARNG-IEZ), is responsible for managing ARNG installation programs to support readiness and mission execution. The Directorate provides policy guidance; resources to create, sustain, and operate facilities; and resource accountability to the Director, ARNG and Congress. Our area of responsibility covers all fifty States, three territories, and the District of Columbia. ARNG G-9 has a responsibility to acquire and distribute resources to the 54 States and Territories for operations and maintenance of ARNG facilities. Resources include funding, policy, guidance, training, and customer support. The processes and systems that support this work are numerous and evolving. These systems/processes are critical and require constant data input, Quality Assurance/Quality Control (QA/QC), analysis, and improvement.

1.3 Period of Performance (PoP): The Period of Performance shall be one Base Year of 12 months and four 12-month option years.

1.4 General Information:

1.4.1 Place and Performance of Services: The contractor shall provide services between the hours of 0800-1700 EST on Monday thru Friday, except on recognized US holidays or when the Government facility/installation is closed due to local or national emergencies, administrative closings, or similar Government-directed facility/installation closings Performance shall be at Temple Army Readiness Center (TARC), 111 S George Mason Dr. Arlington, VA 22204. The contractor shall at all times maintain an adequate work force for the uninterrupted performance of all tasks. When hiring personnel, the contractor shall keep in mind that the stability and BTcontinuity of the work force are essential.

1.4.2 Telework: The Government may permit situational telecommuting (Telework) by Contractor employees when determined to be in the best interest of the Government. The Contractor shall have an established program IAW DoD Instruction 1035.01, Telework Policy, subject to review by the Government within 30 calendar days of contract award. All telecommuting agreements must be authorized and approved by the KO or COR. The Government may revoke any approved telecommuting agreements at any time.

1.4.3 Installation Operations:

· Unscheduled Gate Closures: Contractors are not compensated for unexpected installation closures or delays. Contractor vehicles are subject to search, and any motor vehicle violation may result in the termination of installation driving privileges.

· Installation Regulations: The contractor’s employees shall become familiar with and obey all installation regulations. The Government reserves the right to direct the removal of an employee from Government property or revoke system access for misconduct, security reasons, or health concerns.

1.4.4 Recognized Holidays: The Contractor shall not perform services on recognized U.S. holidays, as found at the OPM federal holiday website. The Contractor is responsible for knowing when Federal holidays are observed.

1.4.5 Quality Control (QC) and Quality Assurance (QA):

· QC: The contractor shall develop and maintain an effective QC Plan (QCP) to ensure services are performed in accordance with this PWS. A final QCP shall be submitted to the COR no later than 10 days after contract award.

· QA: The Government will evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP).

1.4.6 Installation Access and Security Requirements: The contractor shall comply with all applicable installation/facility access and local security policies and procedures. The contractor and all subcontractor employees shall provide all information required for background checks. Should the Force Protection Condition (FPCON) change, the Government may require changes in contractor security matters or processes.

1.4.7 Common Access Card (CAC) and Background Investigations:

· CAC Requirements: Before CAC issuance, the contractor employee requires, at a minimum, a favorably adjudicated Tier 1 investigation in accordance with Army Directive 2014-05. Sponsorship and enrollment must be registered in the Defense Enrollment Eligibility Reporting System (DEERS).

· Background Investigations: The contractor shall ensure all personnel requiring a CAC complete a Personnel Security Investigation Portal (PSIP) form and the Electronic Questionnaires for Investigations Processing (e-QIP) system. The contractor is responsible for factoring the 2-to-6-week lead time for background checks into its hiring process.

· MP ICAM: The contractor shall process CAC applications through the Mission Partner Identity, Credential, and Access Management (MP ICAM) system.

1.4.8 Security and Information Assurance Training:

· AT Level 1: All contractor employees shall complete AT Level 1 training within 30 calendar days of the contract start date and for new employees. AT Level 1 awareness training is available at the following website: https://jko.jten.mil/courses/atl1/launch.html.

· iWATCH Training: All contractor employees shall be briefed on the local iWATCH program within 30 calendar days of contract award and for new employees.

· COMSEC/IT Security: All communications with DOD organizations are subject to Communications Security (COMSEC) review. Contractor employees shall comply with the Army IT User Agreement, complete IA training, and practice safe network operating principles.

· IA Training: All contractor employees must complete DoD IA Awareness Training before issuance of network access and annually thereafter. Complete initial and/or annual Information Assurance (IA) training as defined at https://cs.signal.army.mil/ .

· AVS: All contractor employees with access to a Government information system shall be registered in AVS at commencement of services and shall successfully complete the DoD Information Assurance awareness training prior to access to the IS and then annually thereafter. (https://cs.signal.army.mil/).

· PII Protection: The contractor shall protect all Personally Identifiable Information (PII) in accordance with DFARS 224.103 and DoDD 5400.11.

· OPSEC Training: New contractor employees shall complete Level I OPSEC training within 30 calendar days of reporting for duty and annually thereafter. The contractor shall also develop an OPSEC SOP/Plan within 90 days of contract award. Level 1 OPSEC training is available at https://securityawareness.usalearning.gov/opsec/index.htm

· TARP Training: Contractor employees with security clearances must receive annual Threat Awareness and Reporting Program (TARP) training.

1.4.9 Physical Security and Key Control: The contractor shall safeguard all Government property. The contractor shall establish and implement methods for key control, immediately report any lost or duplicated keys, and prohibit the unauthorized use or duplication of keys.

1.4.10 Special Qualifications: The contractor shall ensure all employees possess required DoD Baseline 8570.01-M Information Assurance – Technical (IAT) Level II certification (e.g., CompTIA Security+) or higher.

1.4.11 Post Award Conference/Periodic Progress Meetings: The contractor agrees to attend a post-award conference convened by the Contracting Officer (KO) in accordance with FAR 42,5. The contractor shall attend any KO or COR scheduled periodic progress meetings to review performance.

1.4.12 Contract Manager (CM): The contractor shall designate a CM who shall have full authority to act for the contractor on all contract matters and ensure performance under this contract.

1.4.13 Identification of Contractor Employees: Identification of Contractor Employees: Identification of Contractor Employees in the Federal Workplace (Aug 2008):

The Contractor shall provide each of its employees who will be involved in the performance of the contract, on a Government facility, with an identification (ID) badge. The ID badge shall clearly display the contractor’s name and the employees name and color photograph. The Contracting Office or his/her designee shall approve the ID badge before the commencement of contract performance. It is the contractor’s responsibility to ensure that all contractor personnel always wear their ID badge when performing work under this contract at a government facility. Unless otherwise specified in the contract, each contractor employee shall wear the ID badge in a conspicuous place on the front of their clothing and above the waist, except when safety or health reasons prohibit such placement. This requirement is in addition to any Government facility security provisions that require that a government –issued security badge also be worn.

Contractor personnel shall clearly identify themselves to all attendees as contractor employees before the commencement of meetings with the Government or other contractor personnel. Contractor personnel shall clearly and immediately identify themselves as contractor employees when placing, answering or participating on telephone/VTC conversations with the Government or other contractor personnel.

When contractor personnel send e-mail messages from or to a Government-owned computer, they shall include a signature block that includes their employer’s name and the employer’s full name and e-mail address. Each of the requirements set forth in the paragraphs above, must be include all subcontracts at any tier.

1.4.14 Combating Trafficking in Persons: The United States Government has adopted a zero-tolerance policy regarding trafficking in persons. Contractors and contractor employees shall not engage in severe forms of trafficking in persons during the period of performance of the contract; procure commercial sex acts during the period of performance of the contract; or use forced labor in the performance of the contract. The Contractor shall notify its employees of the United States Government’s zero tolerance policy, the actions that will be taken against employees for violations of this policy. The contractor shall take appropriate action, up to and including termination, against employees or subcontractors that violate the US Government policy as described at FAR 22.17.

1.4.15 Contractor Travel: The contractor will be authorized travel expenses consistent with the Joint Travel Regulation (JTR). All travel requires prior approval from the COR and authorization by the KO.

1.4.16 Data Rights: The Government has unlimited rights to all documents and materials produced under this contract.

1.4.17 Organizational Conflicts of Interest (OCI): The contractor and subcontractor personnel performing services under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent OCIs, as defined in FAR Subpart 9.5. The contractor shall notify the KO immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the KO to avoid or mitigate any such OCI. The contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the KO. In the event the KO unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the KO may impose other remedies as he or she deems necessary, including prohibiting the contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.4.18 Data Requirement: Contractor shall submit a list, in MS Excel format, outlining data required by the Contractor from the Government within three weeks of award. The data requirements list shall be provided directly to the COR with detailed explanation of the data required, reason for data and relevance to subject task order. Upon receipt of Government furnished data, submit a checklist to the COR identifying which data items were provided and what data has not been provided to the contractor. All supplemental requests for data shall be submitted directly to the COR with detailed explanation for additional data not itemized before. The contractor will include the list of assumptions regarding available GFI outlined within their proposal as a separate tab of the data requirements list. It is the Government’s intention to provide all available information which are pertinent and necessary to the tasks and deliverables of this SOW.

1.4.19 Project Management Plan: Contractor shall submit an initial Project Management Plan (PMP) within 30 days of contract award. The PMP will be submitted to the points of contact (POC) as listed in this SOW.

1.4.20 SAFETY AND ACCIDENT REPORTING

OSHA

The contractor shall be required to comply with all federal, state and local SOH requirements, to include OSHA standards and EM 385-1-1 (whichever is the most stringent) other measures as necessary. Also, the contractor is required to conform to installation safety requirements and will adhere to them.

Accident Prevention In accordance with FAR 52.236-13, Alt I, Accident Prevention, the Contractor shall comply with the latest version of U.S. Army Corps of Engineers (USACE) Safety and Health Requirements Engineering Manual (EM) 385-1-1 (EM 385-1-1), including any interim revisions in effect at the time of the solicitation, as well as any current state, federal, and local regulations.

Safe Work Practices The contractor shall adhere to safe work practices and to local safety rules for each site. Prior to the performance of any work on site, the contractor shall prepare, submit, and will have obtained approval on the appropriate type of Accident Prevention Plan as specified in each task order. These plans are to be prepared and executed in accordance with the EM 385-1-1 as appropriate. There are two potential types of plans:

Site Visit Accident Prevention Plan (SVAPP):

This plan would be used when the firm is visiting either an actual construction site or data-gathering location only for the purposes of data-gathering or meetings. There would be no direct participation in construction activities and interaction with hazardous equipment.

Accident Prevention Plan (APP):

This plan would be used when the firm is fully involved in a number of construction-related activities. This could include continuous involvement at the construction site, the performance of hazardous materials surveys, and measurement & verification work involving commissioning activities.

Corporate Safety and Health Program.

The Contractor is required by regulation to develop and maintain a written Corporate Safety and Health Program (SHP) in compliance with the requirements of the Occupational Safety and Health Administration (OSHA), EM 385-1-1, 29 CFR 1910, 29 CFR 1926, 29 CFR 1960, and FAR 52.236-13.

Site and Safety Health Officer (SSHO).

The Contractor must employ a minimum of one Competent Person IAW the EM 385-1-1 Chapter 2-8.b at each project site to function as the Site Safety and Health Officer (SSHO). The requirements of the SSHO shall be determined at the Task Order level.

Exposure Hour and Mishap Reporting.

Exposure Hour Reporting (Monthly man-hour reporting). In accordance with EM 385-1-1, the Contractor shall complete a monthly summary report of accident experience, exposure, Restricted Duty (RD) and Lost Work Days (LWD). The report shall be on the electronic data collection tool provided by the CEHNC Safety described as total hours associated where workers are exposed to the activity hazards and forwarded to the Government Designated Authority (GDA) no later than close of business (COB) the 7th day of the following month if required at the TO level.

Mishap Reporting.

All mishaps shall be reported in accordance with the EM 385-1-1 Chapter 2-8.d, utilizing ENG Form 3394 (Mishap Notification and Investigation). The Contracting Officer and Huntsville Center Safety Office shall be notified as soon as practical, but no more than twenty-four hours, after any mishaps, including recordable accidents, incidents, and near misses. All mishap notifications will be submitted in accordance with the task order.

1.4.21 INVOICE PROCEDURES

All invoices shall be prepared using Engineer Form 93 (ENG 93) and shall be submitted only to the U.S. Army Engineering Corps of Engineers, Huntsville Center (CEHNC) for technical review and payment. The method for submitting invoices is by email distribution to the following address: CEHNC-PandP@usace.army.mil.

Contractor will copy the PM/COR on all invoices submitted. Only when accepted by the COR would the Contractor be authorized to mail invoices to following address in lieu of the above email box address.

U.S. Army Corps of Engineers Engineering and Support Center, Huntsville ATTN: CEHNC-ISPM/Technical POC 300 Secured Gateway, Redstone Arsenal, AL 35898

1.4.22 Government Ownership: All data, reports, and material related to this project are the property of the Government and shall not be released by the AE or the sub-consultants without the prior written approval of the COR.

1.4.23 Service Contract Reporting:

Under the Service Contract Act (SCA), contractors must adhere to specific reporting requirements related to service contracts, including annual submissions and compliance with wage determinations.

Annual Reporting: Contractors will comply with all tenants and requirements for annual reporting as stipulated within DFARS 204.1703, Reporting Requirements. Contractors are required to report annually by October 31 on services performed under the contract during the preceding government fiscal year (October 1 - September 30). This includes information on first-tier subcontracts valued at or above specified thresholds. Contractor shall enter data into the www.SAM.gov system at any time during the contract’s period of performance. The data must be accurate and complete and entered into www.SAM.gov not later than October 31 after the completion of each fiscal year or part of a fiscal year for which such contract is active.

1.4.24 Ownership

The company performing the services must be a US Owned company, and staff performing these services must be US citizens with the appropriate security clearance.

1.4.25 Data Ownership

All information provided to the contractor by DAF to include building and infrastructure plans and other data remains the property of DAF and must be returned upon completion of the contract. No copies are to be retained by the contractor or provided to third parties without prior written approval. Any waste to include printed copies or electronically stored data must be properly disposed of in accordance with DAF standards and shall not be disposed of in the regular waste or recycling stream.

2.0 Definitions and Acronyms:

2.1 Definitions:

· Contractor: A supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

· Defective Service: A service output that does not meet the standard of performance associated with the PWS.

· Deliverable: Anything that can be physically delivered and includes non-manufactured things such as meeting minutes or reports.

· Key Personnel: Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

· Physical Security: Actions that prevent the loss or damage of Government property.

· Quality Assurance: The Government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

· Quality Assurance Surveillance Plan (QASP): An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

· Quality Control: All necessary measures taken by the Contractor to ensure that the quality of an end product or service shall meet contract requirements.

· Subcontractor: One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.2 Acronyms:

3.0 Government Furnished Property, Material, Equipment and Services (GFP/M/E/S):

3.1 Property: The Government will furnish necessary workspace, including desks, telephones, and computers.

3.2 Materials: The Government will provide necessary office supplies.

3.3 Equipment: The Government will furnish printers, monitors, and laptops.

3.4 Services & Utilities: All services and utilities in the facility will be available for the contractor’s use.

4.0 Contractor Furnished Property, Materials, and Equipment (CFP/M/E):

4.1 General: Except for items specified as Government-Furnished, the contractor shall furnish everything required to perform these services.

5.0 Requirements

The Government requires the following tasks and deliverables. All deliverables shall be summarized and provided to the COR in a monthly status report no later than 10 calendar days after the end of the month.

5.1 Sustainment Restoration and Modernization (SRM) Support: The contractor shall perform approximately 300 reviews each month of the NGB Form 420-R: Project Request. Contractor shall follow the Government provided SOPs in the processing of these forms.

5.1.1 Basic Services: Provide data analysis and consulting to the ARNG-IES SRM Team, including:

5.1.1.1 Facility Management Budget Tool (FMBT): Review and accept submitted projects, ensuring they meet the facility investment strategy (FIS) and are prioritized in the PRIDE Long Range Construction Plan (LRCP).

5.1.1.2 OMNG Project Request: The contractor shall conduct a daily review of the 54 States, Territories, and the District of Columbia 420-R submitted project request in accordance with (IAW) NG Pam 420-10. Once this process is completed, revisions should be sent back to the appropriate state or acceptance acknowledged. All issues that might arise from this process should be vetted through the team lead or branch chief.

5.1.1.3 Semi-annual Data Review: Participate in semi-annual working groups to create a project prioritization funding list.

5.1.1.4 State of the State Input: Provide monthly input for the DARNG’s “State of the State” briefing. Contractor shall complete this input one week before scheduled briefing, utilizing the provided format as noted in the NG Pam 420-10: Facilities Engineering and the ARNG-IES FMPG 3.0: Facilities Management Program Guidance.

5.1.2 Quarterly Requirements: Track and review 420-R documents and report results quarterly. Should a problem arise with a previously submitted 420-R, required revisions shall be made within two business days. If the contractor is unable to make the required revision, the situation should be presented to the Government team lead for additional guidance. The contractor shall provide a quarterly roll up of milestones for their assigned region

5.1.3 Semi-Annual Program and Guidance Workshop (PGW): Attend and participate in the semi-annual PGW. Provide minutes and feedback within 3 business days and review policy statements within 10 business days. PGW is a two-to-four-day event that is typically held at the Professional Education Center (PEC), in person at the ARNG Base in Little Rock, Arkansas. Travel for this event is required.

5.1.4 CFMO Certification Training: Attend approximately two annual training events and provide minutes and feedback within 3 business days. Each event’s duration is four to five days and occurs at the hosting state’s location which varies per year.

5.1.5 State Assistance Visits: Conduct approximately 3 visits annually to states and provide an executive summary within two weeks of each visit. State selection will be based on which States need the most help/assistance and will be determined by the Government lead. Upon completion of each visit, the contractor shall provide an executive summary within two weeks after completion to the ARNG-IES SRM government program manager outlining all information and trends that impact a State’s readiness.

5.1.6 ARNG Awareness Meetings: The contractor shall attend and observe ARNG-G-9 related meetings, in progress reviews (IPRs), conference calls, Micrsoft TEAMS (or similar platforms), video teleconferences (VTCs), and workshops. Upon completion of each meeting, the contractor shall provide an executive summary to the ARNG-IES SRM government program manager within 3 business days after conclusion of the event. Estimated 1 action per month.

5.2 Real Estate Support:

5.2.1 Real Property Transactions: Review approximately 15-20 real property actions per month, ensuring compliance with all laws and regulations, and provide a recommended course of action within 4 working days. Contractor shall ensure that the course of action complies with Local, State, and Federal Laws; title 10 and 32 U.S.C code; and Army Real property regulations. The real estate may be located within any of the 54 states and territories on federal or non-federal land.

The real estate actions submitted generally result in the removal/disposal, or addition of land and facilities to the inventory of one of the 54 ARNG Commands. Each ARNG Command must comply with federal policies and statutes, but also their local governmental standards.

Types of actions and formats in which they are received:

· Ten percent (10%) of actions requested are for reviews of policy, procedure, or other guiding documents and are independent of a specific real estate action. These documents are such as those noted in this PWS as references. The bulk of activity accomplished under this PWS are that real estate actions received from the 54 states and territories in varying stages or phases of development and maturity.

· Forty percent (40%) of actions submitted and responded to are informal requests (email or telephonically) in which the submitter desires information and explanation of statutes or other factors that would impact the successful execution of the desired action.

· Fifty percent (50%) of actions in a given period of time are submitted via email in a format known as the Real Estate Action Plans. This ARNG specific document begins the formal process for review of the proposed action. This document also provides the basic information necessary to categorize the action and identify the various stakeholders within ARNG; other DoD, federal, or state agencies; and non-governmental organizations.

Process for coordinating review and support from vendor:

· Upon receipt of a real estate action, an initial screening is conducted by the government point of contact. The government anticipates that approximately 15-20 actions per month will be submitted for review under this contract. Once the government point of contact (POC) determines that an action requires review under this PWS, a message is sent via email or telephonically to the contractor regarding the action.

· The information initially communicated by the government POC will include at a minimum the title or name of the action, information available to the government at the time, and a submitter POC. The information provided is dependent on the type of action referred. Informal actions may include little more than a submitter’s point of contact information and a brief description of the action. Formal requests will include real estate action plans, licenses, permits, leases, or other real estate instruments or documents bearing on the action.

Actions required by the contractor on referral of an action.

· Upon receipt of the requirement, the contractor shall appropriately identify the correct regulatory laws and guidance that apply to the action and document for review potential issues or courses of action required for the real estate requirement. In working each action, the contractor shall make direct contact with the submitter of the action, and other stakeholder POCs.

· Based on the contractor review of documents, discussions with submitter and stakeholders, and analysis of applicable references, the contractor shall provide a response to the government POC according to the following standards.

· Response shall be provided in 4 working days.

· Response shall be submitted by email (in text) or telephonically in 90% of the referred actions. Particularly complex actions will require a written report. This is estimated to be required no more than 10% of the time. When requested this report will be submitted electronically as a Word Document. This report will normally not exceed three pages. The format of this report will be consistent with that in use by the National Guard Bureau such as an Information Paper and is subject to change. A format presented by the contractor and accepted by the government POC may be substituted.

· Whether this deliverable is provided informally (email in the text or telephonically) or formally (written format) it shall include the subject action name or title, detail of documents reviewed, applicable references with paragraph number, persons discussed with, other facts or precedents bearing on the action, and a recommendation.

5.2.2 Monthly Report of all Current Real Estate Actions: Submit a monthly report tracking the execution and completion of all real estate actions. This report, which briefly captures all actions, is submitted to the COR monthly and will list the referred actions. Contractor shall provide this to the COR with the monthly status report.

5.2.3 Real Estate Lifecycle Training: Annually update training materials and provide up to two 8-hour training blocks per year on the Real Estate Lifecycle. Prior to a scheduled training event, the contractor shall make any required updates to materials based on changes to statute, or policy or trend analysis of products received from states and territories. These updates are to ensure continuous quality improvement and professional development of the trained population. The purpose and scope of training will not change during a period of performance. The contractor shall provide this training not to exceed two (2) 8- hour blocks of instruction per year. The Government projects approximately 20-30 students per class. Training will be held at Camp Robinson, Arkansas or another State location. The target audience is experienced and senior real estate and real property professionals within G-9 Directorate (ARNG-IEZ) and CFMO Community within the 54 states and territories.

5.3 Sustainability and Energy Management Program Support:

5.3.1 Project Reviews: Review approximately 50 projects per month (420-R and DD Form 1390/1391) for energy, resiliency, and sustainability programs (e.g., ERCIP, REFoRM). Contractor shall follow the Government provided SOPs in the process of these forms for steps in Sustainability and Energy Management in accordance with (IAW) NGB APM 420-10 when reviewing 420-Rs. The contractor shall provide technical support in appropriately classifying projects when supporting the 54 states and territories in daily coordination, identification, recommend validation, and report of sustainment restoration modernization (SRM) program and projects. These projects are focused on QUTM: energy and water efficiency, renewable energy, energy security, energy resiliency, and utilities/infrastructure projects, and QUTN Energy Real Property Maintenance, Energy Resiliency Conservation Investment Program (ERCIP), and Resilient Energy for Funding Modernization (REFoRM). Estimate of 15 actions per week via emails and phone calls.

5.3.2 Lifecycle Cost Analysis: Validate cost estimates for approximately 5 requests per week.

5.3.3 ERCIP and REFoRM Support: Provide coordination, validation, and reporting for ERCIP and REFoRM projects, including reviewing DD Form 1391s, assisting with project charrettes, and processing approval memorandums. Estimate level of effort is five actions per year.

· The contractor shall review DD Form 1391 for technical errors and report DD 1391 projects for ERCIP program only to the ARNG Sustainability program manager. Estimated of 5 actions per month.

· The contractor shall assist the government ERCIP program manager with scheduled project charettes. These charettes may be conducted through on site or virtual by means of MS Teams meetings. Estimate 5 charettes per year.

· The contractor shall assist with preparing briefs and or reports of ERCIP project statuses in monthly line-item reviews (LIR) and quarterly deep dive meetings with HQDA. Estimate of 16 actions per year.

· The contractor will review state project submittals for the REFoRM program. This review will consist of review of the NGB Form 420-R for completeness to include life cycle cost analysis, legal reviews and if necessary, exception to policy and/or request for approval memorandums. Estimate 25 projects per year.

· The contractor will process exception to policy and/or request for approval memorandums for branch, division and Director, G-9 signatures. Estimate of 12 projects per year.

· The contract will provide monthly progress of all REFoRM projects that were approved. The progress review will consist of receipt of funds, project award, completion schedule and project performance. Estimate of 12 projects per year.

5.3.4 Base Operations Services (BOS): Provide daily coordination and validation for BOS requirements for the 54 states and territories. These include are the following services: Electrical, water, wastewater, heating/cooling, other utilities, solid waste operations, and pest management. Estimated 20 actions per month.

5.3.5 Data Reporting and Analysis:

AEWRS: Provide continuous coordination and technical assistance for the Army Energy and Water Reporting System. The contractor shall provide technical assistance, quality assurance and quality control data calls of Army Energy and Water Reporting System (AEWRS) data for 54 states and territories to correct missing, incomplete or estimated data from quarterly data submissions to improve reporting accuracy and recommend validation of information. Estimated 54 actions per month.

CEWE: Coordinate data collection and draft the composite Comprehensive Energy and Water Evaluations report annually. Estimated 54 actions per year. The contractor shall consolidate and provide draft composite CEWE report for the ARNG. Estimate of 1 action per year.

AEMRR: Coordinate data collection and draft the composite Army Annual Energy Management and Resiliency Report annually. Estimate of 54 actions per year. The contractor shall consolidate and provide draft composite AEMRR for the ARNG. Estimate of 1 action per year SWARWEB: Review and coordinate data reporting for the Solid Waste Annual Reporting Web system quarterly.

5.3.6 Education: Maintain and update training materials for the PGW, develop new Programs of Instruction (POIs), and provide in-person and virtual training sessions.

The contractor shall maintain, and update Government provided training material, PowerPoint slides, for the Energy and Sustainability programs of instruction (POIs) conducted during the ARNG Program Guidance Workshop (PGW) on an annual basis. POIs vary in course length from 4 – 40 hours. In reviewing the slides annually, the contractor shall provide recommended updates to the Government based on updated policies and regulations. Upon approval of recommend changes, the contractor shall complete the final changes within 10 business days

· The Government requires new POIs to be created annually based on new policies, guidelines, and regulations. The contractor shall develop the POI based on the current POIs provided by the Government. The Government estimates 30 hours of work to create this new POI.

· The contractor is required to provide in-person and concurrent virtual training on the POIs during each Programming Guidance Course, held at Camp Robinson, AR or other designated training site. Multiple iterations of the same POI may be taught during the same week. Multiple POIs may be taught concurrently. The total instructing time for the courses are approximately 120 hours provided by concurrent training during the week timeframe. Different POIs are taught at the same time.

· The contractor is required to provide 6 virtual training sessions based on POIs used during the annual, or sometimes semi-annually Program Guidance Course. These training sessions will be conducted through MS Teams. Each training session will be up to 3 days in duration. MS TEAMS courses or other platforms, are recorded so that those in different time zones can watch the live event at a later time. Trainings will to be recorded and archived on a digital platform or sharepoint.

5.3.7 Utility Scorecard: The contractor shall coordinate the data collection for the 54 states and territories for the annual sustainability scorecard. Estimated 54 actions per year. The contractor shall consolidate and provide draft composite of the ARNG sustainability scorecard. Estimated 54 actions per year. The contractor shall prepare data based on Sustainability scorecard, AEWRS, Solid Waste Annual Reporting – Web-based (SWARWEB), SRM, ERCIP and BOS services for use during state annual SRM/BOS service program reviews. The data format shall be specified by ARNG program managers. Estimate of 54 actions per year.

5.3.8 Annual Command Energy, Water, Sustainability Performance Review: The contractor shall provide data input and prepare briefing slides for the ARNG Command Brief. The Government will provide the briefing format. Estimated 54 actions per year. The contractor shall review HQDA comments from Command brief, provide input and prepare ARNG responses for approval. Estimated 1 action per year.

5.3.9 State of the State: The contractor shall provide state of the state data input for the following: ERCIP project status; SRM project status; ISR-Infrastructure; ISR-Mission Capacity; ISR-Service status for sustainability issues; reporting status for energy, water and non-hazardous solid waste reduction efforts. Estimated 54 actions per year. The contractor shall provide ERCIP, SRM program, and BOS service programs policy/guidance documentation slides for the State of the States to the supervisor for review and approval. The input provided shall focus on sustainability programs. Estimated 54 actions per year.

5.3.10 Outreach: The contractor at the government’s direction prepares and submits Energy & Installation Resiliency articles for the ARNG G-9 newsletter. These articles will focus on ARNG Energy Branch Programs and new policies, regulations, and guidance from higher headquarters. Contractor shall follow the G-9's guidance of article length, typically 1-2 pages. Estimate of 12 actions per year.

· Guard Knowledge Network(GKN) and Energy Branch Teams Share Point Energy Branch Page. The contractor shall provide support to the government on updating the GKN and Team Energy Managers Teams Page of products that are based on the sharing of ARNG G-9 Energy Branch information to the 54 states and territories’ Energy Managers. Shared information will include policies, points of contacts, current announcements, training course, useful links for HQDA and Federal policies and guidance

· Energy Awareness Month. The contractor shall provide support to the government to promote HQDA’s Energy Awareness Month annually in October to host an ARNG in-person event at National Guard Bureau. The event shall include outreach efforts to message energy savings, resiliency, and to coordinate guest speakers or static displays as selected by the branch. Estimate of 1 action per year

5.3.11 Annual Program Reviews for States

· The contractor shall collect and process data from AEWRS, SWARWeb, ISR-Services, ISR-Services Cost, ISR-Mission Capacity, ISR-Infrastructure, PRIDE database, state Integrated Project Lists (IPLs), and Sustainability Scorecards. Estimated 54 actions per year.

· The contractor shall assist the government lead during the annual program review sessions scheduled with each of the states. These reviews shall be conducted in person at the ARNG Temple Readiness Center or virtual through MS Teams sessions. Estimated 54 actions per year.

5.3.14 Solid Waste Annual Reporting Web (SWARWEB) System

· The contractor shall review SWARWEB system data for 54 states and territories and recommend validation of information for quarterly certification. Estimated 54 actions per quarter.

· The contractor shall provide coordination for reporting non-hazardous solid waste and recycling data into the SWARWEB system to the 54 states and territories. Contractor will collect data each quarter for submission of waste data for top loads in ISR-Service 403. Estimated 54 actions per quarter.

· The contractor shall provide coordination for reporting non-hazardous solid waste and recycling data into the Solid Waste Annual Reporting – Web-based (SWARWEB) system to the 54 states and territories. Estimated 10 actions per week.

5.3.15 Energy Savings Performance Contract (ESPC)/Utility Energy Savings Contract (UESC) project review

· The contractor will review state project submittals for ESPC/UECS consideration. This review will consist of conservation measures being considered for completeness, to include life cycle cost analysis, legal reviews, and if necessary, exception to policy and/or request for approval memorandums. Estimated 5 actions per year.

· The contractor will process exception to policy and/or request for approval memorandums for branch, division and Director, G-9 signatures. Estimated 5 actions per year.

· The contract will provide yearly progress of all ESPC/UESC projects that were approved. The progress review will consist of receipt of funds, project award, completion schedule and project performance. Estimated 5 actions per year.

5.4 Training, Communications, and Knowledge Management Support:

5.4.1 Advisory Council Support: Provide support for quarterly Advisory Council meetings, including scheduling, reviewing minutes, and providing executive summaries. Coordinate with both Facilities Engineering Environmental Advisory Council FEEAC)Chair/executive assistant to maintain a schedule of meetings and inquire any special topics that need to be conveyed to ARNG-IEZ Leadership.

5.4.2 Training Event Support:

· Executive Summary: No later than 30 days after attending a course / class, the contractor shall provide an executive summary focusing on what can be done at all levels to improve the education opportunity. Contractor shall obtain copies of all AAR comments in order to provide an overall summary of the students AAR comments. The summary shall provide trend analysis of positive and negative aspects that resulted from the training. The contractor shall maintain contact with ARNG-IEZ coordinator and State Coordinators for pre-planning of event and provide feedback focusing on improvements to both ARNG and State instructors.

· Facilitate the preparation of instructor material and required job aids, templates, and reference materials to support different training platforms/formats. Deliverable: Create “how to” job aids for each PGW training event for instructors and student support.

· Provide a digital training site to reference all G-9 course offerings. Deliverable: Conduct internal and external annual data calls as needed. This includes an internal data call with all G-9 branches to capture all course offerings. The data call will take up to at least 30 business days. (Training Site will be updated ad-hoc). The external data call will be tasked through ESTM2 or similar system and will be a consolidation of the next FY’s training events for the entire Directorate and states.

· Conduct a quality check/quality assurance on all data provided. The QA/QC will take up to at least 3 months (staffing).

· Assist G-9 staff in the facilitation of conversion of traditional learning materials to alternate learning formats, such as Army Learning Model, video streaming and/or state of the art technology. Deliverable: 2 annual training classes for G-9.

· Train G-9 staff to incorporate effective technology tools and best practices in online/hybrid delivery. Deliverable: Host 2-4 training development classes per year for G-9 Staff.

· Develop and provide stakeholders with an annual theme to help market PGC and provide resources such as graphics and logos for each fiscal year.

· Develop a master schedule(s) of courses. Each course will be offered once per year. Deliverable: Training Calendar on SharePoint.

· Assist instructors with identifying and resolving any issues that may detract from professional training presentations.

· Assist with development of such software or system, training for the system, implementation of the system for delivery of training and/or meetings, and actions to archive or save data and recordings from the system as needed for future G-9 use. Provide Commercial Off the Shelf software if needed, such as Eventsquid or similar system.

· Serve as primary Workflow Managers for the Education Team through Enterprise Task Management Software Solution (or System 2.0) (ETMS2) system, or equivalent for all projects.

5.4.2.1 CFMO Certification Course Support: Support the management of approximately 7 annual CFMO certification courses, including scheduling, student registration (create sign-in sheets and welcome letter/packet for students), lodging coordination, preparing course materials to include completion certificates, and…