ESPV IV Preproposal Conference Slideshow_30 April 2024.pptx

Energy Savings Performance Contracts (ESPC), Multiple Award Task Order Contract (MATOC), Generation IV

U.S. Army Corps of Engineers, Huntsville Engineering and Support Center

Virtual Pre-Proposal Conference Solicitation W912DY-24-R-0002

30 APRIL 2024

WELCOME & DISCLAIMER

This pre-proposal conference is for informational purposes only.

Any remarks or explanations given during this conference (or in the conference slides) will not change the terms and conditions of the solicitation. Offerors are cautioned to carefully read the requirements of the solicitation and comply accordingly.

Oral exchanges between offerors and the Government will not be binding unless changes are incorporated by a written amendment.

Note: This live event is being recorded for future reference Slide 2

WELCOME & DISCLAIMER

Please enter your name, company, and business size in the chat.

Please mute your phones and hold questions until the end; you may type questions in the chat throughout the presentation.

ProjNet will be open until 6 May 2024 at noon Central Time for the purpose of collecting additional questions after the preproposal conference.

A copy of the presentation, recording, and attendee list will be posted to sam.gov

Slide 3

AGENDA

Welcome & Disclaimer Government Representatives Opening Remarks Huntsville Center Mission & Vision ESPC Mission & Scope Acquisition Overview Solicitation Highlights CLIN Structure Evaluation Factors

Evaluation Factors Technical Approach Mgt Approach Safety Security Past Performance Small Business Participation Price Closing Remarks Points of Contacts Questions Backup Slides

Slide 4

Government representatives Arthur Martin – Programs Director

Kijafa Johnson-Cooper - Contracting Officer

Tamikah DuBose McWilliams – Lead Contract Specialist

Kwanza Dent – Contract Specialist

Dale Adkins–Program Manager

Shah Alam – Project Manager

Bruce Forsberg – Engineer/ Subject Matter Expert

Kelton Pankey – Cost Engineer

Kyle Shireman – Safety Manager

Daniel Huber - Antiterrorism Program Manager

Edward McNaughton – Office of Counsel

Slide 5

Huntsville Engineering and Support Center

Arthur Martin Programs Director

Energy Savings Performance Contracts MATOC IV

Opening Remarks

Huntsville center mission & VISION The U.S. Army Engineering and Support Center, Huntsville provides specialized technical expertise, global engineering solutions, and cutting-edge innovations through centrally managed programs in support of national interests.

A certified, professional work force with an expeditionary mindset capable of pioneering solutions to unique, complex and high-risk missions in strengthened partnership with the USACE enterprise, key DOD stakeholders and our strategic allies.

Dale Adkins Project Manager

ESPC MISSION

This acquisition supports Department of Defense’s (DoD) effort to meet mandated energy savings and is authorized in accordance with (IAW) the Energy Policy Act of 2005

ESPCs are congressionally approved contracting methods to provide upfront financing of energy efficiency projects so federal facilities can proceed without appropriated capital funding.

This procurement will allow agencies to accomplish multiple energy savings projects inside and outside of the U.S. at multiple Government facilities without up-front capital costs and without special Congressional appropriations to pay for the improvements.

Slide 9

ESPC SCOPE

The Energy Service Company (ESCO):

conducts a comprehensive energy audit for federal facilities and identifies, designs, and constructs energy savings projects using third-party funding.

guarantees that the installed energy conservation measure(s) (ECMs) will generate cost savings sufficient to pay for the project over the term of the contract.

ESCO’s are paid from the actual savings generated by the projects and once the contract ends, title to any installed ECMs and all subsequent cost savings go to the agency.

Slide 10

Place of performance

The work will be performed at multiple locations throughout the United States (U.S), including Alaska and Hawaii, and other outlying areas (as defined by Federal Acquisition Regulation (FAR) 2.101), as well as foreign jurisdictions to include: Australia, Bahrain, Belgium, Germany, Honduras, Japan, Republic of Korea-South, Kuwait, Marshall Islands, Netherlands, Norway, Philippines, Poland, Saudi Arabia, United Arab Emirates, Greece, Portugal, and United Kingdom.

Other foreign jurisdictions may be added to the geographic scope of the base MATOC if deemed appropriate after an analysis of relevant statutes and regulations and analysis of international agreement terms between the United States and the respective foreign jurisdiction.

Slide 11

Tamikah DuBose McWilliams Lead Contract Specialist

ACQUISITION OVERVIEW

*through the base period of the PoP and not a minimum payment Slide 13 Performance-based services Full and Open Competition with a small business reserve North American Industry Classification System (NAICS): 541330, Exception 2 Contracts and Subcontracts for Engineering Services Awarded Under the National Energy Policy Act of 1992 PSC: R425 – Support, Professional: Engineering/Technical Contract Capacity: $3 Billion Minimum Guarantee: $1,000* 10-year ordering period: 5-year base period; 5-year option period The contract includes options to extend the period of performance IAW FAR 52.217-8 and FAR 52.217-9 Firm-fixed price, Multiple Award Task Order Contract (MATOC), IDIQ solicitation highlights Award based on Best Value, Tradeoff

The awards will be made with appropriate consideration given to each of the evaluation factors.

In the event there are staggered awards, later awarded contracts will have an initial PoP that will be less than the full base period in duration and will end on the same date as all other MATOC awards.

Joint Ventures encouraged to allow for the maximum amount of competition

Additional submission requirements, proposal formatting, definitions, etc. located in Section L

Samples and templates have been provided as attachments to the solicitation

Acknowledgement letters shall also include the Company Name & Address, UEI number, CAGE code, Business Size, Company POC, and expiration date of proposal.

Slide 14

CLIN STRUCTURE

0001- ESPC Services, Base Ordering Period

0002- Service Contract Reporting

0003 - Minimum Guarantee

1001- ESPC Services, Option Period

1002- Service Contract Reporting, Option Period

2001- ESPC Services, 52.217-8 Option to Extend (NTE 6 months)

2002- Service Contract Reporting 52.217-8 Option to Extend (NTE 6 months)

Slide 15

Factor 1 – Technical Approach will be evaluated using adjectival ratings Factor 2 – Management Approach will be evaluated using adjectival ratings Factor 3 – Past Performance will be evaluated based on recency, relevancy, and quality Factor 4 – Small Business Participation will be evaluated on an Acceptable/Unacceptable basis Factor 5 – Price is not rated, but will be evaluated for fair and reasonableness evaluation factors Slide 16 Note: Evaluation factors will be rated IAW the solicitation. Refer to Section L & M

FACTOR 1 and 2

Bruce Forsberg Engineer

Adequacy of Response. The Offeror’s methods and approach have adequately and completely considered, defined, and satisfied the requirements specified in the solicitation. Also to determine the extent to which each requirement of the solicitation has been addressed in the proposal in accordance with the proposal submission section of the solicitation.

Feasibility of Approach. Determine if the Offeror’s method and approach to meeting the solicitation requirements provide the Government with an acceptable level of confidence of successful completion within the required schedule. Technical approach enhancements (innovation and creativity) proposed will be evaluated to determine whether the approach is feasible and will result in an end product/service that fully meets or exceeds the RFP requirements. Breadth and depth of presented knowledge, experience, and capability with the disciplines and technologies will be evaluated with respect to ESPC projects.

Factor 1 technical approach Slide 18

FACTOR 2

Management APPROACH The Government will evaluate the Offeror’s Accident Prevention/Safety and Health Program.

The Government will evaluate the Offeror’s proposal to determine if the Offeror provides the requested documentation (successful prevention/reduction in Health and Safety accidents, Programs for Safety Training, etc.).

The Government will evaluate the Offeror’s discussion of its corporate QM/QC Program, corporate business practices and data management. The Government will evaluate the Offeror’s proposal to determine if the Offeror has clearly demonstrated its capability to manage the entire scope of this contract by providing the following QM/QC requirements (programs or comprehensive operational approaches which result in quality outputs/products/services, business practices and procedures in place which will result in quality reports, business practices and procedures in place to maintain integrity of data management, and a program which demonstrates that data quality control measures are in place and have successfully been used on previous projects).

Slide 19

Huntsville Engineering and Support Center

Kyle Shireman Safety Manager

Safety EM 385-1-1, US Army Corps of Engineers Safety & Health Requirements Manual https://www.publications.usace.army.mil/Portals/76/EM 385-1-1 _EFFECTIVE 15March2024.pdf

Can be more stringent than OSHA Read and Understand Chapter 2 https://www.publications.usace.army.mil/Portals/76/EM 385-1-1 _EFFECTIVE 15March2024.pdf

Safety

PWS

Submittal Types

Slide 22 safety Site Safety Health Officer

Reporting

Slide 23

Common Issues Noted During Reviews or Visits:

Formats are not per EM 385-1-1 Generic not site-specific information provided in required documents Missing certificates or supporting documents AHA doesn’t contain the names & credentials of competent or qualified person No QC on the document, recurring deficiencies from project to project PHI & PII included in documents/certifications Subcontractors not aware of requirements SSHO not on-site during work or not aware of requirements in accident plan or EM

Safety Slide 24

Huntsville Engineering and Support Center

Daniel Huber Antiterrorism Program Manager

Security Requirements The Army Requiring Activity (RA) customer must complete the applicable AT/OPSEC cover sheet, weather an ENG Form 6055 or RA’s developed cover sheet as part of the contract requirements package.

The following are some general security requirements for physically working or accessing a DoD facility or Installation:

General Security Requirements: Contractors and vehicles are subject to search when entering federal installations. Contractors must comply with Force Protection Condition (FPCON) measures, Random Antiterrorism Measures (commonly referred to as “RAMs”), and Health Protection Condition (HPCON) measures.

Slide 26

Security Requirements Physical security and access control requirements: Contractors requiring physical access to a federal installation or facility shall comply with the access control procedures of that location. Contractors requiring unescorted access shall be vetted by the Installation using the National Crime Information Center-Interstate Identification Index (commonly referred to as “NCIC-III”) and Terrorist Screening Database (commonly referred to as “TSD)

Physical Pre-screen candidates using E-Verify Program: Contractors shall comply with the requirements set forth in FAR clause 52.222-54 Employment Eligibility Verification and FAR Subpart 22.18 in using the E-Verify Program at https://www.e-verify.go

Other security requirements may apply to this contract based on the RA’s analysis and assessment.

Slide 27

FACTOR 3

Kijafa T Johnson-Cooper Contracting Officer

FACTOR 3 Requirements

PAST PERFORMANCE

The Government will evaluate the Offeror's likelihood of success in performing the solicitation's requirements and delivering high quality products and services as indicated by that Offeror's record of past performance

“Offeror” refers to the proposed prime Contractor and its proposed key subcontractors

Signed Letters of Commitment will be reviewed as a part of the past performance evaluation, as well as Factor 4, Small Business Participation

For prime contractors or key subcontractors whose firms are divided into severable segments (i.e. division, group, unit, etc.) the past performance will only be evaluated as it relates to those segments of the firm(s) that will actually perform the work Slide 29

FACTOR 3 Requirements

PAST PERFORMANCE

Recency is defined as work completed within five (5) years from the closing date of this solicitation.

Relevancy is defined as contracts similar in size, scope and magnitude of effort.

Quality is defined as the overall quality of the Past Performance.

The Government will use data provided in the Offeror's proposal in addition to data obtained from other sources. While the Government may elect to consider data from other sources, the burden of providing detailed, current, accurate and complete past performance information rests with the Offeror.

Slide 30

FACTOR 3 Requirements

PAST PERFORMANCE

The Government may elect to consider the offeror’s demonstrated record of successful performance in comparable projects, its demonstrated ability to select, retain, support and, when necessary, replace subcontractors, its demonstrated implementation of corrective measures that have been implemented to resolve performance issues, etc.

In the case of an Offeror without a record of relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the Offeror may not be evaluated favorably or unfavorably on past performance (see FAR 15.305(a)(2)(iv)). Therefore, the Offeror shall be determined to have unknown (or “neutral”) past performance.

Slide 31

FACTOR 4

Kijafa T Johnson-Cooper Contracting Officer

Nicole Boone Small Business Representative

Factor 4 requirements small business participation NAICS: 541330, Small Business Size Standard is $47M All Offerors (both other than small businesses and small businesses) will be evaluated on the level of Small Business commitment demonstrated for the proposed acquisition and the use of Small Businesses in the performance of prior contracts relevant to the PWS.

All other than small business Offerors are to provide an Individual Small Business Subcontracting Plan for this acquisition or a copy of their approved Small Business Subcontracting Plan with their proposal.

JOINT VENTURE /MENTOR-PROTÉGÉ - If this is an 8(a), HUBZone, Service-Disabled Veteran-Owned, or Women Owned Small Business joint venture, ensure to comply with the applicable requirements of 13 CFR Part 124, 13 CFR Part 125, 13 CFR Part 126, 13 CFR Part 127, and 13 CFR Part 128 respectively.

Slide 33

Factor 4 requirements small business participation The Small Business Participation Plan Template is designed to streamline and bring uniformity to responses and evaluations for small business commitment (FAR 15.304).

Other than small business Offerors may achieve the small business commitments through Subcontracting to Small Businesses. Refer to FAR 19.705-7, Compliance with the Subcontracting Plan. A good faith effort must be made to meet the requirements of your proposed subcontracting plan, refer to FAR 19.702(c) and 15 USC 637(d)(4)(F).

Small business Offerors may achieve small business commitments through their own performance/participation as a prime and also through a joint venture, teaming arrangement, and subcontracting to other small businesses. Refer to FAR 52.219-14, Limitations on Subcontracting

Slide 34

Factor 4 requirements small business participation (percentage of total contract value)

OTSB offerors must plan to offer small businesses (1st tier subcontractors) 32% of the total contract value.

SB offerors will develop a SB participation plan based on the total contract value.

Slide 35 In order to receive a rating of Acceptable, an Offeror’s Small Business Participation Plan must demonstrate an adequate approach and meet the MQRs.

The Government will monitor the contractor’s compliance with the Small Business Participation Plan to ensure compliance with the terms and conditions stated within.

FOR OTHER THAN SMALL BUSINESS FIRMS:

NOTE: The Small Business Participation Plan uses the Total Contract Value (TCV) as the denominator for the percentages you must use for your proposed small business and small business socioeconomic sub-category goals. In contrast, the Subcontracting Plan uses the overall planned subcontracting dollars as the denominator for the percentages you must use for your proposed Subcontracting Plan. These are different documents

Although the percentages are different for each document, the proposed dollar amount for small business and the small business socioeconomic categories should be the same in both documents.

For instance…If the TCV of a contract is $500 and the firm proposes to give 20% to SB, that equals $100. This will be reflected on the Small Business Participation Plan. On the Subcontracting Plan, the firm proposes to subcontract 50% of the TCV which equals $250. For the Subcontracting Plan, $250 is now the amount to use to determine how much they propose to subcontract to small business. In this scenario, the percentage of $250 to be subcontracted to SB would be 40% which is $100. If 20% is used on the subcontracting plan as was used on the Small Business Participation Plan, 20% of the planned subcontracting dollars, $250, would be $50. The percentages change, not the dollars.

FACTOR 5

Kelton Pankey Cost Engineer

Factor 5 requirements price Use of the Price Worksheet for Prime Markups

Maximum Binding Labor Rate for Key Personnel o Program Manager/Project Developer o Project Manager

Contractors shall submit only one rate per discipline.

It is each firm's responsibility to make a business decision about their strategic position for the submission of binding rates.

Slide 37

Factor 5 requirements price Offeror shall submit a labor rates for each year to include the base and optional ordering periods.

Pricing shall include maximum labor rates without Overhead & General Administrative expenses.

The rates proposed will be binding price elements and will become the maximum allowable rates for task orders issued during the ordering period of the awarded contract.

Evaluation will be IAW FAR 15.404, Proposal Analysis Techniques

Slide 38

Kijafa T Johnson-Cooper Contracting Officer

CLOSING REMARKS

Slide 40 Competitive acquisition; Full and Open with a SB Reserve (See Section H.3 of the RFP)

Review the solicitation in its entirety, ensuring to address all “shalls”.

Pay close attention to the page count and formatting requirements

Before proposing questions determine if it is a business decision first; the Government cannot make business decisions

The Government is allowing joint ventures for this effort

Do not contact the customers in reference to this effort – questions are to be directed to the Contracting Officer

Closing remarks Proposal due date is 13 May 2024

Anticipated award date is Fiscal Year 2025

Amendment 0001 will be issued in the coming days to include (not all inclusive):

Adding Greece and Portugal Revising CLIN order, Small Business MQRs, & Admin doc list Changing number of years past performance requirements and other changes

Changes based on the amendment will be highlighted; however, it is your responsibility to read through the solicitation in its entirety

Slide 41 closing remarks Submit proposals electronically via the Procurement Integrated Environment Solicitation Module at: https://www.piee.eb.mil. Instructions are included in the solicitation.

PIEE Questions shall be directed to 1-866-618-5988. The help desk cannot advise on this solicitation.

In the event of a PIEE System outage within 24 hours of the proposal due date that prevents the Offeror from submitting a timely proposal, the Offeror shall notify the Contracting Officer, via email at CEHNC-ESPC4@usace.army.mil at least 2 hours before the proposal is due and include a screenshot of the error message or outage notification. The notification may be in conjunction with verbal notification, but verbal notification alone shall not be sufficient.

Submissions are electronic via Procurement Integrated Enterprise Environment (PIEE) Solicitation Module only.

Slide 42 points of contact

Contracting Officer Kijafa T. Johnson-Cooper Kijafa.T.Johnson-Cooper@usace.army.mil 256-895-1614

Lead Contract Specialist Tamikah DuBose McWilliams Tamikah.McWilliams@usace.army.mil 256-895-1360

CEHNC Small Business Office sbo-hnc@usace.army.mil

What is the number of targeted awardees?

What is the number of targeted Small Businesses?

Can the Government please clarify whether the Key Personne l "Project Manager" is intended to be primarily a Development Phase engineering position or an Implementation/Construction position ?

Can we have an extension to the RFP?

Please clarify if “clauses filled in by the Offeror” refer to anything other Section K or I?

For past performance can it be within the last 10 years versus the mentioned 5 years?

confirm that the small business (MQRs) listed are the percentages of subcontracted dollars, and not percentages of Total Contract Value.

confirm that small business MQRs listed are across TOTAL awarded task orders and not prescriptive for EACH awarded task order.

Confirm that all administrative documents are listed in the table on page 129 of the RFP Could you please provide Attachment 3 as a Word file IAW the solicitation?

Should Greece and Portugal be included in locations?

Confirm that DUNS should be replaced with the UEI number on Attachment 1.

Why is there a Guaranteed Minimum unlike your previous MATOCs?

ANY QUESTIONS

Please, Mention Slide Numbers, if applicable

Learn more about USACE, Huntsville center www.hnc.usace.army.mil

BACK UP SLIDES

Evaluation factors & ratings (listed in order of importance)

*Elements are not separately rated and there is one overall rating, per factor (refer to Section M, Evaluation Factors for Award)

FACTOR 1 and 2 – Tech & Mgt Approach

FACTOR 3 – Past Performance

There are three aspects to the past performance evaluation:

Recency Relevance Quality of products or services

FACTOR 3 – Past Performance

Acceptable and Unacceptable Rating and Description as follows:

- Acceptable: Proposal indicates an adequate approach and understanding of small business objectives

- Unacceptable: Proposal does not meet small business objectives

FACTOR 4 – Small Business

FACTOR 5 - Pricing

Price will be evaluated for reasonableness based on the complexity and risk of the ECMs in comparison to historical mark-ups for energy savings contracts and based on prevailing labor rates.

Price will be evaluated using cost and/or price analysis techniques IAW FAR 15.404 to determine reasonableness and material unbalancing.

Price will not be adjectivally rated.

TASK ORDER COMPETITION

Task orders will be awarded against the base IDIQ MATOC using the fair opportunity procedures IAW FAR 16.505, Ordering, and Section H of the contract.

The evaluation process will take place IAW the evaluation criteria identified in each TO RFP and documented IAW FAR, local policy, and procedures.

The Contracting Officer shall consider price as one of the factors in the selection decision for each TO under the MATOC, IAW FAR 16.505(b)(1)(ii).

The Government will provide a specific PWS describing at a minimum the work required to be performed, performance metrics, schedule requirements, and types and numbers of submittals.

Pursuant to FAR 19.504(c)(ii), the Contracting Officer may award directly to a small business concern when there is only one offer.

Upon receipt and analysis of contractor proposals, the Contracting Officer will make a determination as to which contractor’s proposal is the best value to the Government for the specific TO.

TASK ORDER COMPETITION

Small Business Reserve Pursuant to FAR 19.504(c), the Contracting Officer reserves the right to set-aside task orders for small business.

Task orders will be either competed unrestricted and open to all contract holders or specifically set-aside for the small business award Task orders greater than $5 Million are competed unrestricted.

The KO will make a determination based on size, complexity, location, and financing before setting aside task orders under $5 Million.

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