DRAFT PWS_Energy Technical Support_Final.docx

DRAFT PERFORMANCE WORK STATEMENT (PWS)

THE OFFICE OF THE DEPUTY ASSISTANT SECRETARY OF DEFENSE

ENERGY RESILIENCE & OPTIMIZATION (ER&O)

ENERGY TECHNICAL SUPPORT

Part 1

GENERAL INFORMATION

1.1 Introduction: This is a non-personal services contract to provide policy, budget, and programmatic oversight to DOD energy programs that ensure energy readiness, resilience, and availability, and meet climate and energy policy goals. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.2 Background: The Office of the Deputy Assistant Secretary of Defense (Energy Resilience & Optimization (ODASD(ER&O)) within the Office of the Assistant Secretary for Energy, Installations, and Environment (OASD(EI&E)) sustains warfighting readiness and lethality by providing energy-related policy and governance for programs and activities that enable resilient, efficient, clean, and cyber-secure energy for Joint forces, weapon systems, and installations.

The ODASD(ER&O) portfolios include operational energy (OE), installation energy (IE), climate resilience, innovation, and the siting clearinghouse. This Performance Work Statement (PWS) describes support required for OE and IE.

1.3 Objectives: This PWS provides the ODASD(ER&O) with, analytical, technical, and program management support to enable effective execution of the ODASD(ER&O) mission and supporting activities. The contractor shall provide all personnel, equipment, tools, materials, supervision, and other items and nonpersonal services necessary to perform project management support as defined in this PWS. The contractor shall perform to the standards in this solicitation.

ER&O assists multiple entities within the Department of Defense (DoD) to integrate energy considerations into installation resilience, risk assessment, operational planning, capability development, and alignment with statutory, Department, and Federal goals. The tasks within this PWS will support ER&O to develop policies and tools as well as mechanisms for overseeing implementation.

1.4 Scope: ODASD(ER&O) requires contractor support to fulfill its function of providing policy, budget, and programmatic oversight to DOD energy programs that ensure energy readiness, resilience, and availability, and meet climate and energy policy goals. Installation energy (IE) and operational energy (OE) programs have some shared as well as unique requirements.

1.5 Period of Performance: The period of performance shall be for one (1) Base Year of 12 months and four (4) 12-month option years.

The Period of Performance reads as follows:

Base Year: 31 August 2024 – 30 August 2025 Option Year 1: 31 August 2025 – 30 August 2026 Option Year 2: 31 August 2023 – 30 August 2027 Option Year 3: 31 August 2027 – 30 August 2028 Option Year 4: 31 August 2028 – 30 August 2029

1.6. Recognized Holidays:

New Year’s Day, January 1 Martin Luther King Jr.’s Birthday, the third Monday in January.

President’s Day, the third Monday in February.

Memorial Day, the last Monday in May.

Juneteenth National Independence Day, June 19.

Independence Day, July 4.

Labor Day, the first Monday in September.

Columbus Day, the second Monday in October.

Veterans Day, November 11.

Thanksgiving Day, the fourth Thursday in November.

Christmas Day, December 25.

1.7 Hours of Operation: The contractor is responsible for conducting business during normal business hours (typically between 0800 and 1700 Eastern time)Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.8 Place of Performance: The work to be performed under this contract will be performed in the National Capital Region, primarily at the Pentagon, Mark Center, and contractor facilities, including remote or telework as appropriate. Some work that requires a clearance must be performed at the government facility. Regular in-person meetings are expected.

1.9 Contractor Travel: The contractor will be required to travel CONUS and within the NCR during the performance of this contract to attend meetings, conferences, and training. The contractor may be required to travel to off-site training locations and to ship training aids to these locations in support of this PWS. Contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in this contract. All travel requires Government approval/authorization and notification to the COR.

1.10 Other Direct Costs: This category includes reproduction and shipping expenses associated with training activities and visits to contractor facilities. It could also entail the renting of suitable training venues.

1.11 Personnel Security Requirements: Contractor personnel performing work under this contract must have a TOP SECRET/ SCI or SECRET clearance at time of the proposal submission, and must maintain the level of security required for the life of the contract. The security requirements will in accordance with a DD254.

1.12 Top Secret Facility Clearance: The contractor shall possess and maintain a TOP SECRET facility clearance from the Defense Security Service. The Contractor’s employees, performing work in support of this contract shall have been granted a TOP SECRET security clearance from the Defense Industrial Security Clearance Office.

1.13 Physical Security: The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.14 Key Control: The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

1.14.1 In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the Contractor.

1.14.2 The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

1.14.3 Lock Combinations. The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The Contractor shall ensure that lock combinations are changed when personnel having access to the combinations no longer have a need to know such combinations. These procedures shall be included in the Contractor’s Quality Control Plan.

Part 2

SPECIFIC TASKS

1 Annual Reports/Congressional Reporting Requirements/Tasking

1.1 Support the management and development of the Annual Energy Performance, Readiness, and Resilience (AEPRR) Report. This includes: leading working group meetings throughout the year, preparing data calls, collecting the data and Component narratives, analyses of data for quality, adjudication of inaccurate data and information, developing requisite spreadsheets, developing DoD rollup data, analyzing results, developing data graphics for the report, drafting and coordinating the annual report and preparing the final report for publication.

1.2 Support requirements from Congress, including the preparation of materials for confirmation and testimony (advance policy questions, posture statements, questions for the record, requests for information); the review and analysis of energy equities in proposed and passed Congressional actions (National Defense Authorization Acts, Appropriations, amendments), the development of credible, persuasive appeals to objectionable amendments and proposal; summarizing sufficiently significant objections for Statement of Administration Policy; providing informal views on proposed legislation; developing coordination, and refining legislative change proposals; crafting written responses to requests for information from Congressional staff; developing, coordinating, and refining briefings to Congressional staff; and evaluating, authoring, and coordinating formals responses (reports, briefings) to Congressional reporting requirements.

2 Communications/Engagement

2.1 Provide coordination of all strategic communication activities to include: meeting, trade shows, and demonstrations

2.2 Support leadership and staff in identifying topics, speakers, panels for internal and external engagements (e.g., Energy Exchange, an annual Federal conference on energy).

2.3 Support development of talking points, briefings, and other materials for use by ODASD(ER&O) leadership and staff.

2.4 Provide support for the following: Energy Exchange, World Energy Engineering Conference, DLA-Energy Worldwide Energy Conference. Efforts may include among others, coordinating planning efforts, facilitating workshop/conference activities, coordinating meetings and developing briefing materials.

3 Installation Energy Resilience

3.1 Provide programmatic and policy support for initiatives related to improving installation energy resilience, including investments in microgrids and other infrastructure as part of the Energy Resilience and Conservation Investment Program (ERCIP)

3.2 Provide program management and analyses of the ERCIP. This includes comprehensive analyses and evaluation of ERCIP military construction project submissions using the following tools: multi-criteria optimization, project prioritization, life-cycle cost analysis; development of associated energy metrics and ERCIP program policy; development of executive-level communications, identification and development of lessons learned.

3.3 Provide programmatic and policy support for programs supporting investment in high payoff technologies enhancing energy resilience to include analyzing and evaluating technologies for incorporation into DoD design criteria and standards, utilities requirements, engineering life-cycle cost estimates, engineering studies, and reports.

3.4 Provide programmatic and policy support for programs that involve planning and sustainment of resilience investments such as development of Installation Energy Plans (IEPs) and Black Start Exercises (BSEs), and Control System Readiness Resilience Exercises (CRREs)Provide support for BSEs to include, on‐site support at future BSE’s and draft summary reports, briefings and information papers related to the exercises.

3.5 Provide support for CRREs to include selection of sites, selection of target control systems, as well as drafting and selecting exercise injects that highlight energy resilience impacts of control systems and potential disruptions of adjacent control systems, utility systems, and potential mission impacts due to cyber attack.

3.6 Provide programmatic and policy support for the Utility Privatization (UP) initiatives to include supporting the development of policy, guidance, and processes for executing UP and other energy/utility authorities to include commodity contracts or agreements; conducting trend analysis of utility data collected; conducting post-conveyance and post contract site visits at identified locations approved by the government.

3.7 Provide programmatic and policy support for other installation energy resilience and efficiency initiatives (e.g., 10 U.S.C 2912) as required.

4 Installation Energy Efficiency

4.1 Support programs that improve energy efficiency and reducing energy use intensity at installations, including the widespread deployment of energy efficiency technology including evaluation of energy efficiency measures, design of programs, marketing strategy input and outreach.

4.2 Support programs to audit installations leveraging analysis tools that use metering and other data sets overall analyzing data, designing energy-saving solutions, looking for ways to incorporate renewable energy sources, and ensuring regulatory compliance;

4.3 Support programs for third party financing of efficiency measures such as the Energy Savings Conservation Contracts and Utility Energy Savings Contracts

5 Clean Energy Transition

5.1 Provide programmatic and policy support for initiatives to aggressively purchase Carbon Pollution-free Electricity (CFE)

5.2 Provide knowledge of electricity market structure, with a focus on vertically integrated and retail choice electricity markets, including potential CFE offtake structures and ongoing DoD CFE efforts.

5.3 Provide programmatic and policy support to initiatives to deploy on-site CFE that improves installation resilience

5.4 Provide programmatic and policy support for initiatives to transition away from fossil-fuel using equipment on installations and analyze trends and develop interrelationships to CFE initiatives.

6 Energy Data Analysis

6.1 Provide support for the transition of ODASD(ER&O) to become a data-driven organization. Manage and integrate datasets related to IE and OE in a centralized manner. Performs in-depth analysis to facilitate informed decision making and policy development.

6.2 Provide support and direct development for data collection, extraction, and qualitative/quantitative analysis related to IE and OE for reporting purposes (such as the AEPRR, AEMDR) and program management.

6.3 Maintain spreadsheets and databases in Microsoft Excel, Access, or other tools, as needed – proficiency in MS Excel is mandatory.

6.4 Prepare reports, briefings, point papers, reviews and oral presentations as may be directed to translate the results from the analysis to executive decision makers. – proficiency in MS PowerPoint is mandatory.

6.5 Provide programmatic and policy support for initiatives that improve and automate data collection processes including development and calculation of metrics to show progress and models to support analysis

6.6 Provide programmatic and policy support for initiatives to improve data analytic capabilities for IE and OE

6.7 Provide programmatic and policy support for initiatives that support the increased implementation of metering, software upgrades, and optimized sensors and controls to increase energy visibility and functionality and facilitate data-informed energy management decision-making.

7 Infrastructure Electrification

7.1 Provide programmatic and policy support for initiatives related to acquisition and fielding of ZEVs and ZEV infrastructure and their integration with microgrids.

7.2 Provide program management and analysis of DoD Component plans and progress related to deployment of EV charging infrastructure

7.3 Support delivery of webinars and other training and engagement forums to propagate knowledge across the DoD enterprise with the goal of accelerating the transition of DoD’s non-tactical vehicle fleets to EVs. Contract support includes selection of topics, creation of content, identification and preparation of speakers, as well as support for execution of the event and all post-event reflection and reporting.

7.4 Provide programmatic and policy support for initiatives that incorporate greater facility electrification into microgrids

8 Installation Energy Policy

8.1 Support the development, coordination, implementation, and/or revision of strategy, directives, instructions, doctrine, manuals, policy, and other guidance associated with installation energy.

8.2 As directed by the government staff, the use written products, quantitative approaches, and organize and execute effective working groups to ensure coordination across DoD components. Work with OSD, the Joint Staff, Combatant Commands, the Military Departments, Defense Agencies, and the interagency to provide coordinated, accurate, and timely support to OUSD(A&S) initiatives and leadership.

9 Operational Energy Policy

9.1 Policy Development: Support the development, coordination, implementation, and/or revision of strategy (e.g., NDS), issuances (Directives, Instructions, Manuals, Doctrine), doctrine, manuals, policy, and other guidance (e.g., DPG) associated with reducing energy demand, diversifying energy sources, increasing supply chain resilience, and enhancing enterprise-wide visibility of energy.

9.2 Programming and Budgetary Alignment: Use knowledge of energy programs and awareness of the DoD Planning, Programming, Budgeting and Execution cycle to support ODASD(ER&O) with evaluating the alignment of Department resources (Program Objective Memoranda, President’s Budget submissions, budget exhibits) with energy priorities in annual program reviews, as required in statute (e.g., Operational Energy Budget Certification), and as needed by Department leadership.

9.3 Strategy Development, Maintenance, and Implementation. Oversee the development and revision of the Operational Energy Strategy, per 10 USC 2926. Support the implementation of the Operational Energy Strategy through the Contested Logistics Operational Energy Working Group, per 10 USC 2926.

9.4 Reports to Congress. Support the development and coordination of reports, testimony, and other materials for Congress associated with overall operational policy and strategy, to include the AEPRR.

9.5 Component Coordination: As directed by the government staff, the use written products, quantitative approaches, and organize and execute effective working groups to ensure coordination across DoD components. Work with OSD, the Joint Staff, Combatant Commands, the Military Departments, Defense Agencies, and the interagency to provide coordinated, accurate, and timely support to OUSD(A&S) initiatives and leadership.

10 Requirements and Acquisition

10.1 Provide a high level of expertise, based on previous experience at the OSD, Joint Staff, or DoD Component level, sufficient to facilitate or serve as members of IPTs/Workshop/Boards as directed by the Government. Support shall include leading and/or participation, developing agendas and presentation, preparing announcements, coordinating facilities, and preparing and maintaining meeting records.

10.2 Policy Development and Implementation. Support the review, revision, and coordination of strategy, issuances (DODD 5000, DoDI 5000 series), plans, and guidance (e.g., JCIDS Manual) to enhance the role of operational energy supportability in decision-making for capability development.

10.3 Policy Development and Implementation. Support the review, revision, and coordination of strategy, issuances (DODD 5000, DoDI 5000 series), plans, and guidance (e.g., JCIDS Manual) to enhance the role of operational energy supportability in decision-making for capability development.

10.4 Energy Supportability Analyses. Provide assessments of the consequences of energy constraints and develop strategies to address gaps in energy requirements and develop metrics to measure success. Support ODASD(Energy) with analysis of energy use, distribution, generation, storage, and management; the execution and/or review of energy supportability analyses as part of the Energy Key Performance Parameter (KPP) and the Joint Capabilities Integration and Development System (JCIDS);

10.5 Energy KPP Oversight and Support. Support oversight of the statutorily required energy KPP, conduct original and review existing analyses associated with the energy KPP (e.g., Energy Supportability Analyses), review JCIDS documents (e.g., ICD, CDD) for alignment with operational needs and the requirements of the KPP, and support the assessment of Energy KPP waivers for USD(A&S) decision (per 10 USC 2911 Note).

10.6 Represent ODASD(ER&O) in Functional Capability Boards, Capability Based Assessments, Analysis of Alternatives, and other working groups, and prepare DASD(ER&O) for participation in requirements and acquisition advisory groups and related governance forums.

10.7 Acquisition Decision-Making. Provide expertise in acquisition decision-making and operational energy risks/mitigations to improve capability over lifecycles of systems already in acquisition. Assess the operational risks in Department acquisition portfolios resulting from degraded energy supportability and insufficient Joint energy logistics capacity.

10.8 Standardization. Enhance energy supportability by supporting the standardization and interoperability of energy sources and technologies (e.g., petroleum, energy storage, mobile electric power systems, low carbon fuels) Provide analytical, policy development and review, and coordination expertise to reduce the logistics complexity of meeting DoD energy needs, increase alignment with allies, partners, and industry, and increase operational capabilities.

10.9 Reports to Congress. Support the development and coordination of reports, testimony, and other materials for Congress associated with operational energy in requirements and acquisition.

10.10 Component Coordination: As directed by the government staff, the use written products, quantitative approaches, and organize and execute effective working groups to ensure coordination across DoD components. Work with OSD, the Joint Staff, Combatant Commands, the Military Departments, Defense Agencies, and the interagency to provide coordinated, accurate, and timely support to OUSD(A&S) initiatives and leadership.

11 Operational Energy Resilience

11.1 Policy Development and Implementation. Support the development and implementation of strategy, issuances (DODD 4180.01, DODI 4140.25), plans, and guidance related to operational energy risks and capabilities in near- to mid-term operation plans and scenarios.

11.2 Bulk Fuel Oversight: Support the oversight of bulk fuel activities, to include disposition of bulk fuel executive agency responsibilities, coordination with the Single Manager for Global Fuel Management and Delivery, and coordination with the ASD for Sustainment.

11.3 Bulk Fuel Posture: Support the alignment of capitalized bulk fuel infrastructure investments with NDS, DPG, and other Department guidance. Support the review of proposed changes in bulk fuel posture and global bulk fuel laydown. Evaluate current and future operational energy infrastructure and distribution challenges to inform policy and resourcing mitigations.

11.4 Bulk Fuel Feasibility Assessments: Support the development and application of analyses to ensure operational energy risks and capabilities are included in appropriate planning, programming, posture, operational plan, and logistics decision-making.

11.5 Reports to Congress. Support the development and coordination of reports, testimony, and other materials for Congress associated with operational energy resilience.

11.6 Component Coordination: As directed by the government staff, the use written products, quantitative approaches, and organize and execute effective working groups to ensure coordination across DoD components. Work with OSD, the Joint Staff, Combatant Commands, the Military Departments, Defense Agencies, and the interagency to provide coordinated, accurate, and timely support to OUSD(A&S) initiatives and leadership.

11.7 Data Collection and Standardization. Support the planning, support, and execution for recurring collection, evaluation, and graphical depiction of relevant operational energy data (e.g., operational energy use, role of operational energy in program-level requirements and acquisition).

11.8 Reports to Congress. Support the development and coordination of reports, testimony, and other materials for Congress associated with operational energy in data analytics and wargaming.

11.9 Component Coordination: As directed by the government staff, the use written products, quantitative approaches, and organize and execute effective working groups to ensure coordination across DoD components. Work with OSD, the Joint Staff, Combatant Commands, the Military Departments, Defense Agencies, and the interagency to provide coordinated, accurate, and timely support to OUSD(A&S) initiatives and leadership.

12 Data Analytics and Wargaming

12.1 Campaign Modeling and Analysis. Assess, analyze Service and CCMDs current and future concepts of operation, campaign and operational plans, force structure to inform energy related policy and resourcing decisions. Assessments should address requirement demands, sustainment capabilities, threats to US/allies/partners energy and energy logistics assets, and potential mitigation options. Conduct statistical modeling of fuel and power requirements for steady state and warfighting scenarios, and review the bulk fuel and power distribution and the energy supportability of theater posture, operation plans, concept plans, and installations. Apply operations research and other data analytical methods to facilitate decision making and justify resource allocations (e.g., Value Focused Thinking, Utility Theory, Analytic Hierarchy Process, Life-Cycle Cost Analysis, Cost and Engineering Estimates, and Data Envelopment Analysis). Provide Expert statistical skills to analyze data, expert knowledge of quantitative techniques underlying operations research and systems analysis, expert knowledge of modeling and simulation (to include the Synthetic Theater Operation Research Model (STORM) model) and the ability to synthesize quantitative data into qualitative analysis for senior leader consumption, experience with and demonstrated knowledge of the PPBE process

12.2 Wargames and Exercises. Participate in wargames and exercises to ensure energy limitations and constraints are considered in future force planning. Evaluate Planning, Programming, Budgeting and Execution (PPBE) submissions and data.

12.3 Energy Supportability Analyses. Provide assessments of the consequences of energy constraints and develop strategies to address gaps in energy requirements and develop metrics to measure success. Support ODASD(Energy) with analysis of energy use, distribution, generation, storage, and management; the execution and/or review of energy supportability analyses as part of the Energy Key Performance Parameter (KPP) and the Joint Capabilities Integration and Development System (JCIDS);

12.4 Data Collection and Standardization. Support the planning, support, and execution for recurring collection, evaluation, and graphical depiction of relevant operational energy data (e.g., operational energy use, role of operational energy in program-level requirements and acquisition).

12.5 Reports to Congress. Support the development and coordination of reports, testimony, and other materials for Congress associated with operational energy in data analytics and wargaming.

12.6 Component Coordination: As directed by the government staff, the use written products, quantitative approaches, and organize and execute effective working groups to ensure coordination across DoD components. Work with OSD, the Joint Staff, Combatant Commands, the Military Departments, Defense Agencies, and the interagency to provide coordinated, accurate, and timely support to OUSD(A&S) initiatives and leadership.

13 Innovation Coordination and Support

13.1 Investment Review. Support review and assessment of Department-wide research, development, testing, and evaluation initiatives and investments supporting improvements in the generation, distribution, storage, and use of operational energy.

13.2 Technical Advice. Provide engineering and technical feedback on proposed operational energy technologies and innovations (e.g., designs, propulsion, small modular reactors, energy storage, alternative fuels).

13.3 Program Evaluation. Support coordination with and expert review of proposals seeking funding from ASD(EI&E)-led RDT&E programs, including OECIF/OEPF and SERDP/ESTCP. Assess operational energy benefits of programs that reduce demand, diversify energy sources, increase supply chain resilience, and improve enterprise-wide awareness of energy.

13.4 Reports to Congress. Support the development and coordination of reports, testimony, and other materials for Congress associated with operational energy innovation.

13.5 Component Coordination: As directed by the government staff, the use written products, quantitative approaches, and organize and execute effective working groups to ensure coordination across DoD components. Work with OSD, the Joint Staff, Combatant Commands, the Military Departments, Defense Agencies, and the interagency to provide coordinated, accurate, and timely support to OUSD(A&S) initiatives and leadership.

Part 3

DELIVERABLES

COR and ER&O Technical Lead

annually (total)

COR and ER&O Technical Lead

COR and ER&O Technical Lead

COR and ER&O Technical Lead

COR and ER&O Technical Lead

COR and ER&O Technical Lead

COR and ER&O Technical Lead

COR and ER&O Technical Lead

3.1 Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

3.2 Quality Assurance: The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

Part 4

LEVEL OF EFFORT

The contractor shall provide the following of level of effort to successfully perform this PWS:

Hours

4.1 Key Personnel: The following personnel are considered key personnel by the government: IE Project Manager, OE Project Manager, IE Senior Analyst, and OE Senior Analyst. The contractor shall provide a Project Manager for both Installation Energy and Operational Energy who shall be responsible for the performance of the work in the IE and OE areas respectively. The name of these personnel shall be designated in writing to the contracting officer. The IE and OE Project Managers shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract. The PMs shall be available during business hours, Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons.

All Key Personnel shall provide a resume and shall be listed as key personnel in the contract.

All Key Personnel must have or be able to obtain a Top Secret (SCI Eligible) Clearance. Other Personnel must have a Secret or higher clearance.

Qualifications for all key personnel are listed below:

Installation Energy Senior Analyst: Provide high level support to ODASD(ER&O) staff across the full portfolio of installation energy programs, including assistance with resolving program/project execution issues, developing and coordinating communications/meetings, and execution of assigned special projects. Specifically, the Analyst will have the competence to assist in the evaluation of installation energy initiatives, assess partnerships with industry, utility companies, and public agencies as they relate to advancing DoD energy initiatives and use of all legislative and policy authorities, and conduct reviews of existing statutes, policies, guidance, legislation, and project timelines to determine gaps, impacts, and risks. The Analyst must have 15 years of experience and 5 years of OSD/Service staff/Joint Staff experience.

Installation Energy Project Manager: The Installation Energy Project Managers must have similar experience to the Installation Energy Senior Analyst and have 20 or more years of of progressively responsible experience of which at least 10 years is experience in program/project management of DoD utilities/energy, Federal Agency utilities/energy, or large private sector utility systems. Knowledge of DOD organization and structure. A Master’s Degree in a recognized engineering, scientific, technical, management or related discipline that is relevant to the contract and experience at the OSD level is preferred.

Operational Energy Senior Analyst: The Operational Energy Senior Analyst must possess the technical background to provide program management and analyses support to assist in the development of strategy, policy, plans and guidance related to a wide range of operational energy programs and initiatives. The analyst shall have a high level of expertise and extensive working knowledge of DoD bulk fuels, fuel storage and distribution to support the management of the global fuel laydown for all Combatant Command areas of responsibility to inform policy and resourcing gaps in operational planning and execution; logistical supportability of operations; operational risk reduction; contingency base development and operations; air, sea, and land platform energy requirements; Inter and intra-theater fuel flows, capacity, distribution, and sources of energy supply and demand; the Joint deliberate planning process; institutionalizing lessons learned for future operations; and analysis of logistics, supply and other systems that may provide options for reducing theater energy demands. The Analyst must have a proven ability to support consistent and proactive oversight of relevant energy resilience and resourcing processes; identify gaps and opportunities relative to threats, vulnerabilities, and mitigation options; develop and cultivate partnerships to advance organizational priorities and mission. The Analyst also must be proficient in producing relevant analytical products, policy, guidance and tools, meeting minutes, briefings, reports, Congressional testimony and responses to questions for the record and requests for information, legislative proposals, and analyses of technical and non-technical documents or other requirements necessary to support the management of the ODASD(ER&O) Operational Energy Resilience programs and initiatives. The Analyst must have 15 years of experience and 5 years of OSD/Service staff/Joint Staff experience.

Operational Energy Project Manager: The Operational Energy Project Manager must have similar experience to the Operational Energy Senior Analyst and have 20 or more years of of progressively responsible experience of which at least 10 years is experience in program/project management of DoD utilities/energy, Federal Agency utilities/energy, or large private sector utility systems. Knowledge of DOD organization and structure. A Master’s Degree in a recognized engineering, scientific, technical, management or related discipline that is relevant to the contract and experience at the OSD level is preferred.

4.1.2 Key Personnel: The Contractor shall notify the Contracting Technical Representative (COR) and Contracting Office prior to making any changes in personnel. All Key Personnel shall demonstrate in their resumes, historical knowledge and practical experience, security clearance, education, professional or other specialized certifications. During the first 180 calendar days of performance, the Contractor shall make no substitutions of key personnel unless illness, death or termination of employment necessitates the substitution. The Contractor shall notify the Contracting Officer as soon as possible after the occurrence of any of these events and provide the information required below. After the first ninety (90) calendar days, the Contractor may propose substitutions. The Contractor shall provide a detailed explanation of the circumstances necessitating the proposed substitutions, complete resumes for the proposed substitutes and any additional information requested by the Contracting Officer. The Contractor shall, prior to making any substitution permanent, demonstrate to the satisfaction of the Contracting Officer that the qualifications of the proposed substitute personnel are equal to or better than the qualifications of the personnel originally identified for the position. Within fifteen (15) calendar days after receipt of all required information, the Contracting Office shall notify the Contractor of the decision on proposed substitutions.

Part 5

SPECIAL REQUIREMENTS

5.1 Identification of Contractor Employees: All contract personnel delivering capabilities under this PWS are required to obtain and wear badges (Common Access Cards, or CACs). When attending meetings and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials.

5.2 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

5.3 Contracting Officer Representative (COR): The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract: perform inspections necessary in connection with contract performance: maintain written and oral communications with the Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

5.4 Organizational Conflict of Interest: Contractor and subcontractor personnel performing work 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 Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer 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 Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may effect 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.

5.5 Phase in Phase out Period: To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have personnel on board, during the 60 day phase in/ phase out periods. During the phase in period, the Contractor shall become familiar with performance requirements in order to commence full performance of services on the contract start date.