Attachment 1 - Performance Work Statement.pdf

PERFORMANCE WORK STATEMENT

Technical Support Services for Army Utilities Program

U.S. Army HQDA G-9

23 January 2025

1.0 OBJECTIVE

Contractor shall provide technical support services for the Army Utilities Program (AUP) including technical assistance in policy development and implementation guidelines, providing program management support, facilitating utility system evaluations, conducting technical analyses to evaluate alternatives to upgrade Army-owned systems, and providing Utility Privatization (UP) program technical support.

Contractor shall provide technical support services for the Army Energy Program including the Energy Savings Performance Contract (ESPC), Utility Energy Service Contract (UESC), and related Programs; including assistance in policy development and implementation guidelines, providing program management support, facilitating ESPC/UESC project and program evaluations, conducting analyses to evaluate alternatives to upgrade Army energy infrastructure, evaluation of Installation Energy and Water Plans (IEWPs) and providing ESPC and UESC program technical support.

1.1 Structure. This contract is for a one-year Base period, with four (4) one-year Option periods to be awarded based on the Government’s need at the time. The workload is based upon the requirements provided in sections A and B of this Performance Work Statement (PWS).

1.2 Security.

1.2.1 All contractor employees supporting this contract shall meet the minimum requirements of Homeland Security Presidential Directive-12 (HSPD-12), Federal Information Processing Standards Publication (FIPS PUB) Number 201-1, Office of Management and Budget (OMB) Guidance M-05-24 and DCS G-9 requirements. Security specifications are located in

APPENDIX A.

1.2.2 For contractors working on-site at secure Government facilities, the contractor awarded the contract shall have a current facility security clearance granted by the Defense Counterintelligence Security Agency (DCSA) or be sponsored by a Government or DCSA cleared Contractor company for a facility security clearance IAW Code of Federal Regulations 32 Part 117, National Industrial Security Program Operating Manual (NISPOM) before the contractor employee can be granted access to the Government worksite.

1.2.3 The Government is not responsible for assisting the Contractor’s staff in acquiring the necessary security clearance; it is the Contractor’s responsibility to obtain the appropriate level security clearance for contractor personnel.

2.0 PAYMENTS

The Government will make progress payments no more frequently than monthly for a large business, and every two (2) weeks for a small business as work proceeds under the contract.

Payments shall be made against approved progress reports submitted by the Contractor. The Contractor shall provide data in support of their billings which are subject to acceptance by the Contracting Officer or Contracting Officer Representative (COR). Invoices must conform to FAR 52.232-1, Payments and DFARS 252.204-7006 Billing Instructions. The Contractor’s name, address, and CAGE code must match the information on its entity record in the System for Award Management (SAM, www.sam.gov). An invoice deemed improper will be returned to the Contractor for correction and resubmission, with the date of the corrected invoice the same as the date of resubmission.

All invoices shall be submitted on a current ENG Form 93, available at:

https://www.publications.usace.army.mil/usace-publications/engineer-forms/. All invoices shall be signed, certified, and submitted electronically via email to the COR. Emails shall include the contract and invoice number in the subject line.

Final Invoicing. The Contractor shall include a signed and certified Release of Claims statement with the final invoice. The following statement is acceptable for the Release of Claims statement:

“The work under the above numbered contract having been completed and finally accepted, I hereby release the United States of America, its officers and agents from all claims whatsoever arising under or by virtue of this contract upon payment of a balance due of $____________.”

3.0 SAFETY

3.1 The contractor shall execute all work IAW the latest version of Safety Manual EM 385-1-

1. All Site Visit Accident Prevention Plans (SVAPP template provided by the Safety Office) and Accident Prevention Plan (APP, IAW EM 385-1-1, Section 207.b in the 2024 EM 385-1-1, using the mandatory ENG Form 6293 (a link for this form can be found in the EM 385-1-1, Para 2-10.d) shall be submitted to the U.S. Army Engineering and Support Center, Huntsville (CEHNC) Commercial Utility Program (CUP) Project Manager and Contracting Officer’s Representative (COR). The contractor’s SVAAP must be submitted and accepted by the CEHNC Safety Office prior to starting any survey activities at the site. The APP shall include an Activity Hazard Analysis (AHA) for all activities required by the contract and is only required if any activities outside of monitoring or observation is required.

3.2 The Contractor must employ a minimum of one Competent Person (CP) at each project site to function as the Site Safety and Health Officer (L3 SSHO). The L3 SSHO shall be a Prime Contractor employee. The SSHO can have safety duties in addition to their full-time occupation.

The SSHO shall meet the qualifications of the EM 385-1-1 section 2.3.b and be designated in writing by the Prime Contractor via the mandatory SSHO Designation Form - the ENG Form 628 from the EM 385-1-1. The L3 SSHO shall have the technical knowledge needed to anticipate, recognize, and evaluate hazardous conditions and recommend corrective action. The SSHO is only to work if they work under stringent direction and guidance of a Prime Contractor Corporate Safety https://www.publications.usace.army.mil/usace-publications/engineer-forms/

Official, and on projects that have a Risk Assessment Code (RAC) level of low. The L3 SSHO shall be accepted by the CEHNC Contracting Officer and Safety Office.

3.3 Contractor shall verify with the controlling installation the applicability and requirements for emergency procedures, permit required work procedures, and hazardous environments (including lead and asbestos). These findings shall be incorporated into the LSAPP.

3.4 The Contractor is responsible to verify that any Contract Modifications are covered under the current accepted SVAAPP/APP. If any pending work effort is NOT covered under the contract accepted SVAAPP/APP, the contractor shall submit, for Government review and acceptance, an addendum to the SVAAPP/APP to the COR and the CEHNC Safety Office before starting the work.

3.5 Contractor shall follow all mishap reporting requirements per EM 385-1-1 Section 02.8.

3.6 Contractor shall follow all Exposure data (monthly man-hours worked) and Lost Workday Reporting.

3.7 Contractor shall comply with FAR 52.236-13 Accident Prevention.

4.0 TRAVEL

The Contractor will be required to travel to or from the Pentagon, Installation Management Command (IMCOM) Headquarters (HQ), Army Materiel Command (AMC) HQ, Landholding Command office or other sites in support of the tasks identified in this contract, including participation in the annual DoD UP Conference and Workshop. Travel expenses will be reimbursed at cost in according to the Federal Travel Regulation (FTR) upon presentation of invoices with accompanying traveler receipts.

Travel is a Not-To-Exceed (NTE) Line Item. Travel costs and itineraries must be pre-approved by the Contracting Officer’s Representative (COR) or Contracting Officer in advance of travel.

The Contractor will provide sufficient and timely information for the COR or Contracting Officer to review the purpose of travel and provide approval or disapproval. Travel expenses will be submitted IAW FAR 31.205-46 by routine invoicing procedures. The Contractor will monitor its paid and unpaid travel invoices and will be reimbursed for pre-approved travel when the outstanding cost does not exceed remaining funds on the Travel line item(s) and per diem invoiced does not exceed the maximum rates allowed by the FTR. The Contractor will inform the COR when the estimated total cost of three (3) trips will exceed the available amount on the Travel CLIN. The Contractor shall not add fees, General and Administrative (G&A) expenses or profit to its invoices for Travel. The price of Airfare should normally not exceed the price of a coach ticket purchased 14 days in advance. Price for per diem for Lodging, Meals and Incidental Expenses will be considered reasonable if based on the rates and policies of the FTR which can be found at:

https://www.gsa.gov/policy-regulations/regulations/federaltravel-regulation/ftr-related-files.

5.0 QUALITY

Quality Control is the responsibility of the Contractor. The Contractor shall submit its Quality Control Plan (QCP) within thirty (30) calendar days after contract award and annually update the plan. The Contractor’s QCP shall outline how the Contractor shall insure quality of all work. Any changes to the QCP shall be approved by the COR prior to implementation. Changes approved by the COR will be used by the Contractor throughout the Contract performance period. The Contracting Officer may request a revised plan from the Contractor, if required.

SECTION A - U.S. Army HQDA G-9

A1.0 OBJECTIVE

Contractor shall provide technical support services for the Army Utilities Program (AUP);

including technical assistance in policy development and implementation guidelines, providing program management support, facilitating utility system evaluations, conducting technical analyses to evaluate alternatives to upgrade Army-owned systems, and providing Utility Privatization (UP) program technical support.

A2.0 Requirements

Provide specialized Utility Program technical support to Headquarters Department of Army (HQDA) Deputy Chief of Staff (DCS) G-9 Operations Directorate; work to be performed at the Pentagon G-9 which is the primary worksite, at Army installations as directed by the Contracting Officer, or contractor offices. Specific locations will be provided by G-9 as requirements are identified throughout the performance period. Temporary Duty (TDY) will be required at designated installation locations, Installation Management Command Headquarters (IMCOM HQ) at Joint Base San Antonio (JBSA), Army Materiel Command Headquarters (AMC HQ) at Redstone Arsenal, and at other locations as required. Effort includes the evaluation of Government-Owned (GO) utility systems in support of the Utilities Program’s needs in accordance with Office of the Secretary of Defense (OSD) and Army guidance (referred to as “Pre-Award” work). Effort also includes assistance with Utility Privatization (UP) Post-Award Contract Management to include review of IMCOM, Defense Logistics Agency-Energy (DLA-Energy), Mission Installation Contracting Command (MICC), Army Contracting Command (ACC), and AMC post-award technical and program support efforts. This work is also referred to as Portfolio and Asset Management (PAM).

The PAM effort includes overseeing the Post-Conveyance Review (PCR) process mandated by Department of Defense Instructions (DODI) 4170.11, assessing with the Legacy Contract Conversion (LCC) process, reviewing Cyber-Security Assessments, evaluating Contract Administration Plans, and supporting the annual DoD UP Conference and Workshop. Program PAM support includes coordination with the Army UP Working Group Team from: DCS G-9;

Assistant Secretary of the Army for Installations Energy and Environment (ASA-IE&E); DASA for Cost and Economics (DASA-CE); contracting authorities at DLA Energy, U.S. Army Corps of Engineers (USACE), ACC; affected Installations, Regions, and Headquarters of land-holding commands (LHCs) at IMCOM, AMC, U.S. Army Reserve (USAR), Army National Guard (ARNG), and other program stakeholders.

All work performed shall reflect thorough, professional, detailed knowledge of utility industry standards, alternative financing mechanisms (AFMs) laws and regulations, and UP policy and guidance: including but not limited to, Congressional guidance and amendments of 10 U.S. Code (USC) 2688, 10 USC 2922a, 10 USC 2813, and National Defense Authorization Act (NDAA), Office of the Secretary of Defense (OSD) guidance, and applicable Army policies. Support will be provided to the DCS G-9 Energy and Facility Policy Branch Chief within the Operations Directorate, and the Utilities Privatization Program Manager at DCS G-9. The Contractor shall also work closely with other staff and offices that support the Army Utilities Program, the UP Working Group, and the OSD UP Working Group Team. A member of the Energy Division of the U.S. Army Engineering and Support Center, Huntsville (CEHNC) will act as the COR on this contract.

The Contractor will provide support to on-site team members at the Pentagon, and augment support by off-site Subject Matter Experts (SME) with significant knowledge of the utility management, AFM programs, and UP. Contractor is to assist in coordinating the activities of the Utility Program Team to keep program oversight activities and contract execution on-schedule. On-site staff at Army sites will be provided a cubicle and laptop or computer equipment for each of the assigned personnel. Program management function includes associated support for program execution, such as meetings, teleconferences, support for or presentation of briefings, and tracking of milestones needed for timely program execution.

A2.1 HQDA DCS G-9 Utilities Program Support

Multi-year technical services efforts are necessary to support Army owned utility systems including third party privatized, renewal/alternative energy, Energy Resilience and Conservation Investment Program (ERCIP) and Resilient Energy Funding for Readiness and Modernization (REFoRM) programs as well as PAM requirements driven by OSD and ASA-IEE Guidance for the UP program and the associated utility management function. OSD UP Guidance (7-Feb-19) expanded the alternatives to provide utility upgrades, sustainment, operations, and maintenance (O&M). The “pre-award program” that addresses the alternatives for utility management resides at the Land-Holding Commands (LHC), along with UP post-award contract oversight and the responsibility to complete ongoing evaluations of utility systems scheduled for UP decision.

The UP PAM program consists of on-site support to provide essential UP program management support. The support is for Program Management at HQDA, supporting initiatives identified as part of the Utilities Operational Planning Team (OPT) Utilities Program Review (UPR) effort, and for requirements specified in the OSD UP Guidance (7-Feb-19) and corresponding ASA-IEE UP Guidance (14-Dec-20).

A2.1.1 Program Management: Provide on-site support to HQDA for the development, coordination and dissemination of guidance to implement policy, to support UP decision analysis, and support integration with other Army programs that interface the utility programs, such as the Residential Communities Initiative (RCI), Advanced Metering Initiative (AMI), Privatized Army Lodging (PAL), and various elements of the Energy and Water Programs. UP PM includes supporting the OSD UP Working Group to meet program monitoring requirements related to energy resilience, utility performance metrics, and cybersecurity compliance. Support also includes management reporting, interface with other HQDA offices such as the ASA-IEE, ASA-CE, ABO, G-8, and OGC as necessary to administer the PAM program in conjunction with the G-9 UP Program Manager staff.

A2.1.2 Post-Award Program Post-Conveyance Support: Garrisons provide the onsite COR function in accordance with the Post-Conveyance Contract Oversight Plans (PCCOPS) required by the OSD Guidance (7 Feb 19). Contractor will update the Post-Conveyance Review Implementation Plan (PCRIP) in conjunction with the Contracting Officers and IMCOM. Contractor will review each draft Post Conveyance Review (PCR), Cost Control Report (CCR), and PCCOP developed by the Garrisons and IMCOM. Contractor will monitor the legacy contract transfer and conversion process and will provide analysis of the impact of contract conversion to the current UP contract format. Contractor will review the Capital Investment Plan (CIP) for the UP contract portfolio and participate in the prioritization of CIP (SDC) projects.

A2.1.3 Portfolio Asset Control and Evaluation System (PACES): Contractor shall provide enhanced UP PAM through the implementation and management of PACES, the comprehensive UP contract portfolio and privatized system information database for the Army UP program. The PACES tool is in a service format with a web-based access of a database containing the pertinent contract information associated with the UP program; to include the contract language, costs, points-of-contact, system descriptions, and performance data.

A2.1.3.1 Data Collection and Validation: Update all available data for the 136 privatized systems included in awarded UP contracts across the portfolio:

a. Contract and All Amendments

b. Contract Cost Data

c. Cost Projections

d. Administrative Contracting Office (ACO) Information (CO, CS, etc.)

e. Utility System Description (Inventory)

f. Utility System Condition assessment (SCA) – as available

g. Key Performance Indicators (KPIs)

h. Capital Investment Projects (CIP) / System Deficiency Corrections (SDCs)

A2.1.3.2 Database Maintenance: Operate and maintain necessary hardware, and update PACES commercial software to sustain the database to address:

a. Document management

b. Users, profile page, roles, and security keys

c. Contract sites (~80) and portfolio site

d. Data entry fields and database

e. Excel report exports

f. Dashboard set up and configuration

g. Map and widgets

h. Lessons learned/best practice database

i. User Administration Manual/Instructions

A2.1.3.3 Database Operating Capability: Provide PACES functionality to perform enhanced PAM features:

a. Financial Gap Analysis

b. Reliability Metrics

c. Assessment Tool Reporting

d. Quarterly Reporting (Portfolio and System Specific)

e. Risks and Insurance Reviews

f. Post-Conveyance Reviews (PCR) Analysis

g. Energy and Water Commodity Savings

h. Associated Energy and Utility Documents Inter-Governmental Support Agreements (IGSA) Municipal Service Agreements (MSA) Installation Energy and Water Plan (IEWP) System Description (Inventory) System Condition Assessment (SCA)

A2.1.3.4 Document Management: The Contractor shall be responsible for managing the document management repository to store and maintain electronic files of all project documents and allow electronic sharing of documents among stakeholders, including the UP-decision support analyses, Utility Review Board records, Certified Economic Analyses (CEA), and Business Case Analyses (BCA). The storage and upkeep capabilities will be the responsibility of the Contractor. The Contractor’s Document Management function shall also keep a record of performance improvement initiatives and “Best Practices” for use throughout the Army. The Contractor shall update the Document Management repository frequently to reflect the most current information.

The current web-based document management repository responsibilities will be transferred to the Contractor during the mobilization/transition phase of this contract and there should be no visible break in service. Document Management information is maintained in a Structured Query Language (SQL) server database, alternative data storage methods must be approved by DCS G-9. The Government shall own all data and reports as described in these paragraphs. The Contractor shall provide all reports and data to the Government in an open, nonproprietary format. If a proprietary component is required to achieve maximum functionality in reports and data, all source code necessary for the data repository will become the property of the Government unless otherwise agreed, which includes formulas and details on report creation provided by document management repository service for individual projects. The Contractor shall be required to transition the Document Management repository data and all its reports to a follow-on Contractor as necessary at the completion of this contract and ownership of all reports within the repository, will remain with the government. Similar systems utilize a repository built on the SharePoint platform hosted on a private server, and Contractor shall obtain prior approval from the DCS G-9 if a different approach is requested. The system shall have technical support available during normal business hours (M-F, 0900-1700). The DCS G- 9 Program Manager will provide direction on access criteria and the Contractor will be responsible for strict control and monitoring. Various levels of access can be provided to individual users. The repository must meet industry established security best practices and have documented Management and Operational policies and standards in place.

A2.1.3.5 Hosting Requirements: Within the scope of this contract and in accordance with the most recent Defense Information Systems Agency (DISA) Cloud Service Provider (CSP) Security Requirements Guide (SRG) located at https://public.cyber.mil/dccs/dccs-documents/, the Contractor is considered a non-DoD Cloud Service Provider (CSP) providing Software as a Service (SaaS) using a cloud based delivery model for a Government off-the-shelf Software (GOTS). The Contractor is not authorized to self-host the GOTS solution during development in which customer interaction and feedback is required, acceptance testing and/or production.

The Contractor serving as the prime Contractor shall comply with the most recent DISA Cloud Service Provider (CSP) Security Requirements Guide (SRG) as well as any supporting third party and/or subcontracted Cloud Services Offerings (CSO), Cloud Service Providers (CSP) and facilities provider leveraged and/or contracted with to provide the requirements outlined herein.

The Contractor shall utilize only Federal Risk Authorization and Management Program (FedRAMP) Authorized CSOs/CSPs listed for the appropriate agency on the FedRAMP marketplace for any and all types of cloud and/or hosting services.

The Contractor shall maintain the system in accordance with the FedRAMP Continuous Monitoring Strategy Guide and will provide monthly continuous monitoring reports along with supporting artifacts.

The Contractor will collaborate with the Mission Owner (US Army G-9) and support their efforts to comply with the most recent DISA Cloud Computing Mission Owner Security Requirements Guide (SRG). The Mission Owner and Contractor must define a clear delineation of responsibility and Service Level Agreements (SLAs) depending on the specifics of the cloud services selected by the Contractor.

The Contractor will comply with the requirements outlined in both DISA Cloud Service Provider SRG and Cloud Computing Mission Owner SRG for the Mission Owner designated Information Impact Level of the Contractor provided solution based on the type of information to be stored and the potential impact of an event that results in the loss of confidentially, integrity or availability.

The Contractor will comply with any additional tailored security control and/or Service Level Agreement (SLA) requirements by the Mission Owner and/or Authorizing Official beyond those required of the DoD, FedRAMP and FedRAMP+ security controls.

The Government owns all rights to software source code, SQL Queries, Stored Procedures, scripts, documentation, licensing rights and etc. of software developed as an application and/or overlay to Commercial off-the-shelf Software (COTS) under this contractual agreement.

Contractor shall additionally comply with DFARS 252.239-7010 Cloud Computing Services, AFARS Subpart 5139.76 (Cloud Computing).

A.2.1.4 UP Portfolio Database

• Plan of Action and Milestones (POAM)

• Data Management Structure Outline

• Initial System Operation Demonstration

• Full System Operation Demonstration

• PACES User Guide

A2.2 DCS G-9 Utilities Program Support Monitoring of Analysis of Alternatives, Preliminary Business Case Analysis, Pre-Award Actions, and Post Conveyance Reviews.

A2.2.1 Analysis of Alternatives (AOA)/Preliminary Business Case Analysis (BCA) Review:

Analysis of Alternatives: Contractor shall review completed analyses for alternatives that will provide reliable, efficient, and resilient utilities owned by the Government and utility systems covered by expiring UP contracts. Per the OSD UP Guidance, an AOA shall address options for upgrading and sustaining infrastructure, and alternatives to provide operations and maintenance. Various contracting vehicles for infrastructure upgrade shall be considered in the analysis, including ESPC, UESC, Power Purchase Agreement (PPA), Enhanced Use Lease (EUL), and UP. Options for O&M include IGSA(s) with local Governments, Base Operations Service (BOS) contracts, and UP. Analyses are to include the identification of viable alternatives, development of the viable alternatives to enable comparison, and a Business Case Analysis (BCA) that identifies the “preferred alternative” for further consideration. Analysis also includes the evaluation of IGSA Concept Packages to validate recommendations, and incorporation of IGSA decisions into the BCA. The proposed workload is to conduct an anticipated three (3) AOA reviews per year starting with the Base Period and extending through the life of the contract. Each AOA analysis is for two (2) systems which would be any combination of any two (2) of the following: Electric, Wastewater, Water, Gas and Thermal.

Preliminary Business Case Analysis (BCA): Based upon the outcome of an AOA, the Contractor shall determine the preferred course of action (COA) for the utility system under study based on review of the preliminary Business Case Analysis (BCA) of the leading alternatives. The BCA shall be conducted in accordance with OSD and Army Guidance and will address the life-cycle cost analysis of the preferred alternatives. The BCA process culminates with a Decision Briefing to select the COA for each case. Utility systems selected to undergo the UP process will be referred to the Utilities Privatization Review Board (UPRB) for prioritization. The proposed workload is to conduct an anticipated three (3) BCA COA evaluations per year starting with the Base Period and extending through the life of the contract.

Each BCA analysis is for two (2) systems which would be any combination of the following:

Electric, Wastewater, Water, Gas and Thermal.

A2.2.2 AOA/Preliminary BCA Review (OPTIONAL):

Analysis of Alternatives: Contractor shall review completed analyses for alternatives that will provide reliable, efficient, and resilient utilities owned by the Government and utility systems covered by expiring UP contracts. Per the OSD UP Guidance, an AOA shall address options for upgrading and sustaining infrastructure, and alternatives to provide operations and maintenance. Various contracting vehicles for infrastructure upgrade shall be considered in the analysis, including ESPC, UESC, PPA, EUL, and UP. Options for O&M include IGSA(s) with local Governments, Base Operations Service (BOS) contracts, and UP. Analyses are to include the identification of viable alternatives, development of the viable alternatives to enable comparison, and a Business Case Analysis (BCA) that identifies the “preferred alternative” for further consideration. Analysis also includes the evaluation of IGSA Concept Packages to validate recommendations, and incorporation of IGSA decisions into the BCA.

The proposed workload is to conduct an anticipated three (3) AOA reviews per year starting with the Base Period and extending through the life of the contract. Each AOA analysis is for two (2) systems which would be for any combination of the following: Electric, Wastewater, Water, Gas and Thermal.

Preliminary Business Case Analysis (BCA): Based upon the outcome of an AOA, the Contractor shall determine the preferred course of action (COA) for the utility system under study based on review of the preliminary Business Case Analysis (BCA) of the leading alternatives. The BCA shall be conducted in accordance with OSD and Army Guidance and will address the life-cycle cost analysis of the preferred alternatives. The BCA process culminates with a Decision Briefing to select the COA for each case. Utility systems selected to undergo the UP process will be referred to the Utilities Privatization Review Board (UPRB) for prioritization. The proposed workload is to conduct an anticipated three (3) BCA COA evaluations per year starting with the Base Period and extending through the life of the contract.

Each BCA analysis is for two (2) systems which would be any combination of the following:

Electric, Wastewater, Water, Gas and Thermal

A2.2.3 AOA/Preliminary BCA Development - OPTIONAL:

Analysis of Alternative Development: Contractor shall conduct new AOAs that will provide reliable, efficient, and resilient utilities owned by the Government and utility systems covered by expiring UP contracts. Per the OSD UP Guidance, an AOA shall address options for upgrading and sustaining infrastructure, and alternatives to provide operations and maintenance. Various contracting vehicles for infrastructure upgrade shall be considered in the analysis, including ESPC, UESC, PPA, EUL, and UP. Options for O&M include IGSA(s) with local Governments, Base Operations Service (BOS) contracts, and UP. Analyses are to include the identification of viable alternatives, development of the viable alternatives to enable comparison, and a Business Case Analysis (BCA) that identifies the “preferred alternative” for further consideration. Analysis also includes the evaluation of IGSA Concept Packages to validate recommendations, and incorporation of IGSA decisions into the BCA.

The proposed workload is to conduct one new (1) AOA per year (covering two (2) systems and which would be any combination of the following: Electric, Wastewater, Water, Gas and Thermal), starting with the Base Period and extending through the life of the contract.

Preliminary BCA Development: Based upon the outcome of an AOA, the Contractor shall prepare a preliminary BCA of the leading alternatives for the Government to determine the preferred COA for the utility system under study. The BCA shall be conducted in accordance with OSD and Army Guidance and will address the life-cycle cost analysis of the preferred alternatives. The BCA process culminates with a Decision Briefing to select the COA for each case. Utility systems selected to undergo the UP process will be referred to the Utilities Privatization Review Board (UPRB) for prioritization. The proposed workload is to conduct one (1) new BCA per year (covering two (2)systems which would be any combination of the following: Electric, Wastewater, Water, Gas and Thermal), starting with the Base Period and extending through the life of the contract.

A2.2.4 Utility Privatization Procurement (Pre-Award) Actions: Contractor to monitor UP efforts starting with the UPRB decision to pursue privatization as the preferred alternative.

For planning purposes, it is anticipated that the results of the AOA studies will yield two (2) UP contracts in development in the Base Period and subsequent awarded Option Years thereafter. The UP-contracting process takes approximately 30 months from the time that Contract Requirements are provided to the Contracting Officer; requirements are defined by the UP RFP Section J Attachments that include the System Inventory & System Condition Assessment data, operational requirements, and capital upgrade project descriptions (referred to as Initial System Deficiency Corrections (ISDC) projects).

Contractor is to monitor and report progress on UP actions, review applicable documents, and provide advisory support to the G-9 Program Manager.

A2.2.5 UP Post-Award Program Review Support.

Post-Conveyance Review (PCR) Program Review Support. The Contractor shall participate in the scheduling effort conducted by IMCOM. Per the OSD UP Guidance (7-Feb-19) and the DODI 4170.11 Installation Energy Management, the Army is required to evaluate 50% of all UP contracts within five (5) years, and 100% of all UP contracts within 10 years. The review process (PCR) consists of gathering technical and financial performance data for each contract to determine the proficiency and efficiency of the System Owners. The PAM oversight function is to review the PCR process itself, and to accumulate and evaluate PCR results. The PAM function includes the identification of trends, lessons learned, and cost growth sources.

Cost Control Reports (CCR) Review Support: Contractor shall assess CCRs produced by LHC(s) for cases wherein the Cost Growth exceeds the defined threshold established in the OSD Guidance as determined in the PCR process. Contractor shall provide evaluations of the reports, and validation that the mitigated actions to preclude further cost growth are implemented.

The proposed workload is to conduct an anticipated six (6) PCR/CCR reviews per year starting with the Base Period and extending through the life of the contract.

A2.2.6 UP Post-Award Program Review Support (OPTIONAL).

Post-Conveyance Review (PCR) Program Review Support. The Contractor shall participate in the scheduling effort conducted by IMCOM. Per the OSD UP Guidance (7-Feb-19) and the DODI 4170.11 Installation Energy Management, the Army is required to evaluate 50% of all UP contracts within five (5) years, and 100% of all UP contracts within 10 years. The review process (PCR) consists of gathering technical and financial performance data for each contract to determine the proficiency and efficiency of the System Owners. The PAM oversight function is to review the PCR process itself, and to accumulate and evaluate PCR results. The PAM function includes the identification of trends, lessons learned, and cost growth sources.

Cost Control Reports (CCR) Review Support: Contractor shall assess CCRs produced by LHC(s) for cases wherein the Cost Growth exceeds the defined threshold established in the OSD Guidance as determined in the PCR process. Contractor shall provide evaluations of the reports, and validation that the mitigated actions to preclude further cost growth are implemented.

The proposed workload is to conduct an anticipated six (6) PCR/CCR reviews per year starting with the Base Period and extending through the life of the contract. PCR/CCR Reviews which would be for any combination of two (2) systems of the following: Electric, Wastewater, Water, Gas and Thermal.

A3.0 DELIVERABLES

A3.1 Electronic Deliverables – The Contractor shall provide reports and other products as described herein, submitted in electronic digital format (Microsoft Word for reports, analyses, and other text-based deliverables, PowerPoint for all presentations, Excel for system databases, cost estimates, system valuations, contract cost data, and technical data), and Portable Document Format (pdf) for all record images and documents, such as signed contracts. Contractor shall email deliverables to the UP Program Manager with copy to the cognizant Land-Holding Command (LHC) and the Contracting Officer Representative (COR), to include the following (as required):

3.1.1 PACES

• Monthly Continuous Monitoring Reports

• Quarterly Reports

• Annual Report

• User Manual (as required)

3.1.2 Analysis of Alternatives (AOA) Reports - Six (6) AOA(s) per year

• Draft AOA Comments

• Final AOA Comments

• Decision Briefing MFR

• Preliminary BCA Review Comments

• Final BCA Review Comments

3.1.3 UP Pre-Award Documents - Reports (Comments and Recommendations)

• Government Cost Estimate (GCE)

• Price Analysis Reports (PAR)

• Draft Certified Economic Analysis (CEA)

• Draft Business Case Analysis (BCA)

• Final BCA

A3.2 Program Management Reporting – Deliverables in support of Utilities Program Management (PM) Support at DCS G-9 shall include documentation of meetings, seminars, briefings, data requests and results, and other documents associated with the administration of the Program.

A3.2.1 G-9 OD-F Program Management Support

• Deliverables resulting from participation in Army Operational Planning Teams (OPT)

• Draft formal correspondence (Notifications, Decision Documents, Concurrence Memos)

• Financial and contract review reports to meet requirements of DoD instructions and guidance

• Memoranda for Record (MFR) to document Army meetings, briefings, and site visits

• Capital Investment Program (CIP) Support

• Program Objective Memoranda (POM) Budget Data Input

• UP Contract Oversight reports, updates, and briefings

• Significant Activity (SIGACT) summaries (as required)

• Memoranda for Record (MFR) to document OSD and other agency meetings, briefings, and site visits; including DoD UP Working Group and DLA-Energy Coordination meetings

A3.2.2 UP Post-Award Program Technical Support

• Draft formal correspondence (Notifications, Decision Documents, Concurrence Memos)

• Financial and contract review reports to meet requirements of OSD instructions and ASA-

IEE program guidance

• Memoranda for Record (MFR) to document meetings, briefings, and site visits

• Capital Investment Program (CIP) Review

• Post-Conveyance Review (PCR) Assessments

• UP Contract Cost Control Reports (CCR) Assessments

• UP Contract Oversight reports, updates, and briefings

A3.2.3 DoD UP Annual Conference and Workshop Support

• Coordinate with IMCOM/AMC for Agenda Development Support including the following:

• Workshop Presentation materials

• Attendance and Participation

• After-Action Report summary of proceedings

A4.0 DISTRIBUTION

All electronic deliverables for Section A shall be sent via email to the COR and the DCS G9 representatives.

A5.0 MONTHLY PROGRESS/ACTIVITY REPORT

The Contractor shall prepare and deliver a monthly progress/activity report for Section A delivered to the COR and the DCS G9 representatives no later than the 10th calendar day of each month following a performance month.

Section B – US Army Deputy Chief of Staff G-9 Energy Program

B1.0 OBJECTIVE

Contractor shall provide technical support services for the Army Energy Program including the Energy Savings Performance Contract (ESPC), Utility Energy Service Contract (UESC), and related Programs; assist in policy development and implementation guidelines, provide program management support, assist facilitation of ESPC/UESC project and program evaluations, conduct analyses to evaluate alternatives to upgrade Army energy infrastructure, evaluate Installation Energy and Water Plans (IEWPs) and provide ESPC and UESC program technical support.

B2.0 REQUIREMENTS

Contractor shall provide specialized Energy Program technical support to HQDA Deputy Chief of Staff G-9 Operations Directorate; work to be performed at the Pentagon G-9 office and at remote locations as pre-approved and directed by the Contracting Officer. Travel may be required and at designated installation locations, IMCOM HQ at JBSA, AMC HQ at Redstone Arsenal, and at other locations. Effort also includes administration and evaluation in support of the ESPC/UESC Program’s needs in accordance with OSD and Army Guidance.

Contractor shall provide program support which includes coordination with the Army Energy Program teams from: DCS G-9; ASA-IE&E; contracting authorities at USACE; affected Installations, Regions, and Headquarters of LHCs at IMCOM, AMC, USAR, Army National Guard, and other program stakeholders.

All work performed shall reflect thorough, professional and detailed knowledge of utility industry standards, AFM laws and regulations, Army Climate Strategy, and ESPC and UESC policy and guidance: including but not limited to Congressional guidance and amendments of 10 USC 2911, 10 USC 2913, 42 USC 8287, the NDAA, OSD policy and guidance, and applicable Army policies and guidance. Support will be provided under direction of the DCS G-9 Energy and Facility Engineering Division Chief within the Operations Directorate, and the ESPC/UESC Program Manager at DCS G-9. The Contractor will also work closely with other staff and offices supporting the Army Energy Program such as the US Army Corps of Engineers Huntsville Center ESPC and UESC execution teams, US Army Engineering Research and Development Center (ERDC), and Energy Program support elements.

The Contractor will provide support with on-site team members at the Pentagon, augmented by off-site SME having significant knowledge of the utility management, AFM programs, ESPC and UESC. Contractor is to assist in coordinating the activities of the ESPC/UESC Program Team to keep program oversight activities and contract execution on-schedule. On-site contractor staff at Army sites will be provided a cubicle and laptop or computer equipment for each of the assigned personnel. Program management function includes associated support for program execution, such as meetings, teleconferences, support for or presentation of briefings, and tracking of milestones needed for timely program execution.

B2.1 HQDA DCS G-9 ESPC & UESC Program Support

The Army has multi-year requirements for technical support to meet ESPC/UESC Program requirements driven by OSD and ASA-IEE Policy and Guidance for the ESPC & UESC programs with the intent of expanding the ESPC/UESC project throughput (ref: OSD ESPC/UESC Guidance (NOV 2018) expanded program management requirements. The Energy Act of 2020 requires 50% of feasible measures identified during the Comprehensive Energy and Water Evaluation process to be executed through ESPC and/or UESC within two (2) years, leading to a projected increase in project throughput.

The ESPC/UESC program effort consists of on-site support to provide essential ESPC and UESC program management support. The support is to assist Program Management at HQDA, supporting initiatives identified as part of the ESPC/UESC Program effort, and for requirements specified in OSD and Army ESPC/UESC Guidance and corresponding ASA-IEE ESPC/UESC Policy.

B2.1.1 Program Management (PM): Provide on-site support to HQDA for the development, coordination and dissemination of guidance to implement policy, to support ESPC/UESC decision analysis, and support integration with other Army programs that interface the ESPC/UESC programs, such as the Advanced Metering Initiative (AMI), ERCIP, and various elements of the Energy and Water Programs. ESPC/UESC PM includes supporting the effort to meet program monitoring and reporting requirements related to energy resilience, performance metrics, and cybersecurity compliance. Support includes management reporting, and interfacing with other HQDA offices such as the ASA-IEE as necessary to administer the ESPC/UESC programs in conjunction with the G-9 ESPC/UESC Program Manager staff.

Tasks may include: Assistance with program oversight and evaluation; reporting; knowledge management to include maintaining project portfolio data; project facilitator, contracting officer, COR and training lists; lessons learned/case studies; assisting with training;

coordination; participating in meetings; providing reports; providing Information Papers; or assisting in preparation of In-Progress Review (IPR) meetings.

Program Management also includes: Assisting with preparation of Congressional Reports;

gathering, consolidating, and validating data for the Annual Energy Management and Resilience Report (AEMRR); assisting in preparation of annual program performance briefings; assisting in preparation of annual POM Brief materials; project pipeline tracking and analysis; preparation and processing of project approval, cancellation, and termination decision packages; and program analysis including procedural issues, guidance revisions, roadblocks/challenges, and lessons learned and case studies.

B2.1.2 Performance Period Program Measurement & Verification and Performance Monitoring: Contractor to support the ESPC and UESC performance period programs, including periodic assessments of the annual project Measurement & Verification (M&V) reports, analysis of M&V performance across the portfolio, and other ESPC/UESC performance data.

B3.0 ELECTRONIC DELIVERABLES.

The Contractor shall provide reports and other products as described herein, submitted in electronic digital format (Microsoft Word for reports, analyses, and other text-based deliverables;

PowerPoint for all presentations; Excel for project databases, cost estimates, project evaluation data, contract cost data, and technical data; and Portable Document Format (pdf) for all record images and documents, such as signed contracts/task orders.) Contractor shall email deliverables to the ESPC/UESC Program Manager with copy to the cognizant LHC) and to the COR, to include the items following (as required).

B3.1 ESPC/UESC Project Documentation.

B3.1.1 Quarterly ESPC/UESC Project Status Tracker

• Excel Spreadsheet

B3.1.2 ESPC and UESC Request for Approval to Award Package

• Draft Consolidated Input from Requesting Command, Installation & Stakeholders

• Final Consolidated Input from Requesting Command, Installation & Stakeholders

B3.1.3 ESPC and UESC Request for Approval to Cancel Solicitation Package

• Draft Consolidated Input from Requesting Command, Installation & Stakeholders

• Final Consolidated Input from Requesting Command, Installation & Stakeholders

B3.1.4 ESPC and UESC Request for Approval to Terminate Task Order Package

• Draft Consolidated Input from Requesting Command, Installation & Stakeholders

• Final Consolidated Input from Requesting Command, Installation & Stakeholders

B3.1.5 Other Materials

• Other Information Papers, Briefings, Reports as required

B3.2 Program Management Reporting: Deliverables in support of ESPC/UESC Program Management (PM) Support at DCS G-9 to include documentation of meetings, seminars, briefings, data requests and results, and other documents associated with the administration of the Program.

B3.2.1 G-9 HQDA Support

• Deliverables resulting from participation in meetings

• Draft formal correspondence (Notifications, Decision Documents, Concurrence Memos)

• Financial and contract review reports to meet requirements of Army guidance

• Memoranda for Record (MFR) to document Army meetings, briefings, and site visits

• Program Objective Memoranda (POM) Budget Data Input

• ESPC and UESC Contract Oversight reports, updates, and briefings

• Significant Activity (SIGACT) summaries (as required)

• Memoranda for Record (MFR) to document OSD, Army, and other agency meetings, briefings, and site visits; including Army ESPC/UESC IPR meetings, and any other coordination meetings

B3.2.2 ESPC/UESC Performance Period Program Technical Support

• Draft formal correspondence (Notifications, Decision Documents, Concurrence Memos)

• Financial and contract review reports to meet requirements of OSD instructions and Army guidance

• Memoranda for Record (MFR) to document meetings, briefings, and site visits

• Performance Period Review Assessments

• ESPC/UESC oversight reports, updates, and briefings

B3.2.3 ESPC/UESC Workshops and Training

• Agenda Development Support

• Workshop/Training Presentation materials

• Attendance and Participation

• After-Action Report summary of proceedings

B4.0 DISTRIBUTION

All electronic deliverables for Section B shall be sent via email to the COR and DCS G9 representatives.

B5.0 MONTHLY PROGRESS/ACTIVITY REPORT

The Contractor shall prepare and deliver a monthly progress/activity report for Section B delivered to the COR and the DCS G9 representatives no later than the 10th calendar day of each month following a performance month.

Section C – Performance Requirements Summary

C1.0 GENERAL

The rights of the Government and remedies described in this section are in addition to all other rights and remedies set forth in this contract. Specifically, the Government reserves its right under the Inspection of Services and Termination for Default clauses. Any deductions pursuant to the Performance Requirements Summary (PRS) shall reflect the reduced value of service performed under the contract. The Contractor shall not be relieved of full performance of the services hereunder and may be terminated for default based upon inadequate performance of service even if a deduction was previously taken for inadequate performance. The Government may modify the type and frequency of inspection of items.

C.1.1 Purpose: The Performance Requirements Summary is designed to:

C.1.1.1 List the contract requirements considered most critical to acceptable contract performance. (Column 1).

C.1.1.2 List the contract paragraph number(s) which describe the requirements (Column 2).

C.1.1.3 Define the standard of performance for each required service specified (Column 3).

C.1.1.4 Show the maximum allowable degree of deviation or Acceptable Quality Levels (AQLs) from perfect performance that will be allowed by the Government before contract performance is considered unsatisfactory (Column 4).’

C.1.1.5 Explain the quality assurance methods the Government will use to evaluate the Contractor’s performance in meeting the contract requirements (Column 5).

C.1.1.6 Show the remedy available to the Contractor or Government to bring performance within the standard defined in Column 4 (Column 6).

C.1.2 Nonconformance: The Government will document all Contractor non-conformances.

C.1.3 Performance Requirements Summary: The Performance Requirements Summary lists those services/tasks for which the Government will make deductions from payment due the Contractor when services/tasks are found to be unsatisfactory during inspections made using the checklists. These deductions are in addition to reduced invoicing described in Section 7 of the PWS and the pricing workbook.

Contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective

PWS Ref Level (plus all other applicable areas)

Acce…