A-E_Services.pdf

STATEMENT OF WORK

INDEFINITE DELIVERY INDEFINITE QUANTITY CONTRACT

ARCHITECTURAL AND ENGINEERING SERVICES

MECHANICAL & ELECTRICAL

U.S. FISH & WILDLIFE SERVICE

12/18/2014

GENERAL REQUIREMENTS

Provide Mechanical & Electrical A-E (Architect-Engineer) services including: Title I planning and conceptualization, Title II design/drafting, and Title III construction management/commissioning work for construction, maintenance and rehabilitation of U.S. Fish and Wildlife Service (FWS) facilities. The facilities are located at National Wildlife Refuges, National Fish Hatcheries, and other field stations in the states of Minnesota, Wisconsin, Michigan, Illinois, Indiana, Ohio, Iowa, and

Missouri. These facilities typically consist of office and visitor centers, fish hatcheries, maintenance buildings for vehicles and equipment, vehicle storage buildings, hazardous material storage buildings, comfort stations and the utilities associated with these buildings. Although the major emphasis required by this statement of work is for a firm that normally engages in preparation of plans and specifications dealing with mechanical, electrical and plumbing design; i.e. Divisions 20 through 29 and Division 33 of the Construction Specifications Institute Masterformat; work may also include associated services and support personnel in other engineering disciplines, as required, in accomplishing each design project. The work may also include the services of a LEED certified professional.

The contract will be a negotiated contract for one year, with options to renew the contract for four additional years. Individual construction or rehabilitation projects typically will have construction values ranging from $50,000 to $750,000 with an occasional project between $750,000 and

$3,000,000.

I. BASIC SERVICES

For the purpose of this contract, the services to be provided will be divided into Title I, II and

III engineering services.

A. Title I Services (Project Appraisal/Conceptual Design) - Services under this phase include the gathering, analysis and documentation of data required to establish program requirements for project justification, budgeting, and design of the project.

It may include conducting field investigations, obtaining permits; preliminary technical analyses and investigations; studies, sketches, layouts, outline specifications, and preliminary computer aided design and drafting (CADD) conceptual drawings and reports including preliminary estimates of cost of the proposed project and of all structures, utilities, and appurtenances. This includes but is not limited to:

1. Project identification including discussions of project location, history, functions, scope and any possible renewable energy systems that would be life cycle cost effective.

2. Physical planning, including conducting site analysis, soils investigations, and regulatory requirements.

3. Preparation and submittal of the Owner’s Project Requirements (OPR) document; which is a document that details the functional requirements of a project and the expectations of how it will be used and operated. This includes project goals, measurable performance criteria, cost considerations, benchmarks, success criteria, and supporting information.

4. Preparation and submittal of the Basis of Design (BOD) document; which is a document that records the concepts, calculations, decisions and product selections used to meet the Owner’s Project Requirements and to satisfy applicable regulatory requirements, standards, and guidelines. The document includes both narrative descriptions and lists of individual items that support the design process.

5. Time planning to establish a project schedule and completion date.

6. Financial planning including cost estimates for budgeting, cost benefit analysis, and life cycle cost analysis. Planning will include identification of direct and indirect costs, contingency and escalation factors. A cost savings comparison of the difference between the annual energy cost for the baseline design and the annual energy cost for the proposed alternative designs shall be provided.

7. Schematic design, including utilities, preliminary plans, elevations and details, design controls, outline specifications and operational requirements along with all required CADD drawings.

8. Completion and submittal of planning reports, building envelope and load analysis, and related documents including alternatives analyzed and the recommended alternative.

9. Planning so that construction permits and other legislative requirements are obtained or met. See Attachment #1 to this statement of work. Attachment

#1 is not an all inclusive list. There may be other construction permits and legislative requirements not listed on Attachment #1 which shall be included by the A-E.

B. Title II Services (Project Final Design) - Services under this phase shall include the design for construction of new facilities and the design for construction to rehabilitate or to maintain existing facilities; preparation of plans, specifications, bidding schedules, and cost estimates for projects; and the A-E proposed construction duration time to completion. Included are:

1. Performing detailed engineering analysis; preparing complete engineering designs; preparation of engineering preliminary and final working CADD drawings, specifications, cost estimates, bid proposals, and other construction contract documents; and interpretation of the A-E plans and specifications during the construction phase.

2. Mechanical design services including energy sources, energy conservation, heating, ventilating and air conditioning (including controls), Building

Automation Systems (BAS), plumbing design, special mechanical systems, process systems and general space requirements.

3. Electrical design services including power service and distribution, lighting, voice/data systems, fire detection and alarms, security systems, electronic communications, special electrical systems and general space requirements.

4. Ancillary, associated services, which may require the A-E to utilize other engineering disciplines to complete the design.

CADD drawings and maps shall be prepared following the most current copy of the

FWS CADD standards. See attached copy of the CADD standards in Attachment #4 to this statement of work. The standards are updated yearly. Please ensure all drawings follow the latest standards by contacting the FWS CADD department (Pete

Casillas at 612-713-5259) for updates before beginning any final designs.

C. Title III Services (Construction Management/Commissioning) - Services under this phase include technical management of all actions required to complete the proposed construction from contract award to acceptance including the one (1) year warranty period which begins after project acceptance. It also includes performing construction inspection; reviewing contractor submittals; preparing construction progress reports; photographing or otherwise documenting construction progress;

reviewing Value Engineering change proposals; reviewing and providing advice on construction contractor claims and modifications; commissioning and troubleshooting HVAC, DDC, electrical and plumbing installation or operational problems. This specifically includes but is not limited to:

1. Check and annotate submittals to determine compliance with specifications.

Return reviewed submittals within five (5) days after receipt.

2. Participate in pre-construction, project progress/review, pre-final inspection, final inspection and commissioning meetings, as requested, and preparing a list of defects and omissions (punchlist items) during the pre-final/final/commissioning inspections.

3. Conduct site visits as required to evaluate progress and provide a trip report within five (5) days of each site visit.

4. Develop scope of work, independent cost estimate, and drawings for FWS requested, contract modifications.

5. Complete engineering evaluation & recommendations of contractor submitted value engineering proposals.

6. Verify accuracy of as-built data added to original contract drawings to serve as record documentation for the project.

7. Provide technical support to the project manager and contracting officer and assist with claims against the Government.

II. CONTRACT REQUIREMENTS

A. Site Investigation

The A-E may be required to visit the site of construction alone or with Government representatives to develop assigned projects. The A-E will confirm existing site conditions affecting all aspects of the project.

B. Design Criteria

The A-E shall design the projects in accordance with U.S. Fish and Wildlife Service criteria provided and standard professional engineering practice. The following additional criteria apply:

1. Safety: The A-E shall insure that all applicable safety features and requirements are incorporated into all contract plans and specifications for new construction, alterations and repairs. The OSHA standards are the minimum safety requirements for the design of any facility, equipment or operation.

2. Pollution: The A-E designs shall meet all Federal, State, and local air and water pollution standards.

3. Sustainable & Environmentally Friendly Design: It is the policy of the U.S.

Fish and Wildlife Service to comply with Executive Order 13101, "Greening the Government Through Waste Prevention, Recycling, and Federal

Acquisition," which directs the Service to use recycled content and environmentally preferable products whenever practicable. The composition of materials used in a building is a major factor in its life-cycle environmental impact. Service facilities must lead the way in the use of environmentally preferable products that do not pollute or unnecessarily contribute to the waste stream and do not deplete limited natural resources. Attachment #3 to this statement of work is the guidelines and suggestions for incorporating

Green applications in your designs.

4. Energy Conservation: The A-E shall ensure all project designs meet the federal energy, sustainability and greening laws enacted by congress and the presidential executive orders which are indicated in Attachment #2 to this statement of work. Also a copy of the FWS DRAFT Facility Energy

Requirements is included in Attachment #2A to this statement of work as an aide in meeting the federal energy conservation requirements.

5. Fire Protection: The A-E shall design facilities in accordance with NFPA 101 fire protection criteria. Coordinate with State and Local authorities to meet any additional fire codes in effect at the project site.

6. Accessibility: Comply with the Architectural Americans with Disabilities

Act Accessibility Guidelines (ADAAG), the Architectural Barriers Act

Guidelines (ABA) for federal facilities, Section 504 of the 1973

Rehabilitation Act, and section 508 of the telecommunications act. Refer to the following webb sites for additional information: Follow the most stringent standard.

Department of Justice, http://www.access-board.gov/index.php

7. Codes and Standards: Comply with all applicable federal, state and local codes and standards including, but not limited to Codes of the International

Code Council, Code of Federal Regulations (10 CFR Part 433 or 435), International Building Codes (IBC), ASHRAE 62.1-2010, 189.1-2011, 55-

1992. NFPA 101 Life Safety Code and National Electrical Code.

C. Plans and Specifications

1. Specifications shall be prepared using Construction Specifications Institute

(CSI) format, on Microsoft Word software (Font: 12 pt., Times New Roman or similar) which is FWS standard word processing software. Pages shall have 1 inch margins. Incorporate Government furnished Division 1 sections into the specifications. The A-E shall be responsible for modifying

Division 1 sections, as necessary, to accommodate the specific project.

2. The A-E shall utilize product specifications that can be met by several manufacturers, to the maximum extent feasible. Trade names and proprietary items are permitted, but must include a minimum of three brands which meet the requirement and salient features of the item in order to evaluate other unlisted brands. The products will not be recently designed, untried products, or products at the end of their production phase, unless justified in writing and approved in writing by the Contracting Officer.

3. Submittals shall be listed in Part 1 of the specification sections as well as on a submittal register. A blank electronic copy of the submittal register will be provided by the Government.

4. Drawings are to be furnished in electronic format, along with a hard copy on appropriate media for each stage of completion. All certification stamps shall be provided on the title sheet of the final prints only. Company logo shall be shown on each drawing next to the title block. All section and detail balloons shall be completely ‘'keyed” to correct take-off sheets for cross reference.

The Government will furnish official drawing borders and title block information in AutoCAD format which have been formatted for 22" x34" (D-

Size) sheets. All drawings are to be prepared and submitted to the government using the most current AutoCAD software and FWS CADD standards. The FWS CADD standards are included in Attachment #4 to this statement of work.

D. Cost Estimates

1. The A-E will be required to design within a given Estimated Cost of

Construction.

2. The A-E shall prepare all final cost estimates, including an itemized breakdown for labor and materials. Contractor overhead and profit shall be included in the itemized costs along with adjustment for Davis Bacon wage rates.

E. Meetings

The A-E will be required to attend meetings at the project site, FWS regional office, or at the A-E’s office and have in attendance all individuals responsible for the work.

Generally there will be held 30%, 60%, 90%, 100% and Final design review meetings for completion of final construction documents.

F. Post Construction Contract Services/Project Inspection Services

If required by individual task orders, the A-E shall check all shop drawings and catalog submissions that are determined to be critical by the A-E. All submissions shall be returned to the Government within five working days of their receipt.

III. BASIC REQUIREMENTS

The A-E shall:

A. Furnish qualified, experienced staff necessary to perform the specified work. When specific, key personnel are designated in the task order to perform specific functions, no substitutions shall be made without prior approval of the Contracting Officer. The

A-E shall identify the primary designers and provide their qualifications for each proposed project if requested by the Government.

B. Furnish all materials, supplies, and equipment unless otherwise stated in the task order.

C. Produce plans, specifications, and estimates either all or in part, depending on the projects. The Government reserves the right to complete and/or modify any part of the bidding documents prepared by the A-E. If requested by the A-E their logo and or stamp will be removed from those drawings which are modified.

D. Maintain good security practices preventing disclosure of information and estimates about projects under this contract to any individual or contractor except the

Contracting Officer and Government Project Manager or as may be required to obtain quotations for estimating or for subcontract work.

IV. SUBMISSION REQUIREMENTS

Provide complete, properly coordinated, and thoroughly checked design documents.

Furnish the number of preliminary, interim, and final copies of the work set forth in each task order. The A-E shall adhere to the schedules developed at the time of award of each task order. The A-E shall respond to all Government review comments in writing. The response to Government review comments shall become part of the next submission. All or part of the following as described in each task order will be required.

A. Design Development Submission

The A-E, in the design development phase, shall prepare drawings, outline specifications, preliminary cost estimates and other documents to fix and describe the size and character of the entire project.

The following may also be included in this submission:

1. Preliminary Documents

Furnish preliminary studies, sketches, layout plans and reports (including cost estimates) of proposed projects including all structures, utilities, and other items appurtenant thereto.

2. Design Analysis

The A-E shall submit an orderly and comprehensive documentation or rationale, assumptions, and assimilation of criteria and calculations for all disciplines.

3. Plans

a. Site drawings shall include a location layout of utilities, existing features, and grading.

b. Building projects include floor plans with dimensions, elevations, and mechanical, electrical and plumbing plans schedules and details.

4. Cost Estimate

The estimate will consist of two parts: (a) a summary sheet and (b) unit cost, by item of work, including a breakdown of materials and labor using Davis

Bacon wage rates. The estimate is to be projected to anticipated bid opening date.

5. Catalog Cuts

Supply catalog cuts of equipment and material specified if required by the task order.

B. Final Submission

The A-E shall submit 100 percent working drawings in Auto CAD format; and, also create and submit electronic Adobe Pdf formatted drawings in both 22 x 34 inch and

11 x 17 inch format, setting forth in detail the requirements for the entire project.

This submission shall include the 100 percent final specifications, in Microsoft Word

(Font: 12 pt., Times New Roman or similar), the completed design analysis, catalog cuts if required, the A-E proposed construction duration time to completion, and the completed cost estimate. A-E logo shall appear on the Title Sheet. Final check prints shall be certified by a registered professional engineer.

1. Design Analysis & Calculations

Design analysis and calculations shall be similar to that required for the design development submission, except 100 percent complete.

2. Plans

The same requirements as specified above for design development except they are 100 percent complete working drawings that are ready to be issued for bids.

3. Specifications

a. Bid Schedule

Submittal Register

Table of Contents

b. All technical sections typed single space.

c. All specification documents or attachments to this submission shall be in a "Photo ready" condition. All technical sections shall be consistent with the same font and format.

4. Cost Estimate

Cost estimates shall be similar to that required for the design development submission.

C. Submission of Bidding Documents

The A-E shall forward final plans and specifications in electronic format (CD compact disc) and a hard copy of the design analysis, design calculations and cost estimate. The A-E may be required to send appropriate personnel to Region 3, Division of Engineering, or transmit corrections by electronic transfer, where feasible, at no additional fee, to correct bidding documents if errors or omissions are discovered.

V. GENERAL CONDITIONS

A. Payment

1. Payment for design and construction administration services will be based on firm fixed price negotiated for each task order. The hourly rates for each discipline are shown in the contract and will be adjusted yearly. Overhead and profit percentage are as shown in the contract.

2. Travel costs incurred will be reimbursed in accordance with the Government joint travel regulations in effect at the time travel occurs.

B. Task Orders

Projects will be assigned, in writing, by the Contracting Officer. Task Orders will be issued and negotiated by the Contracting Officer.

C. Value Engineering

The Government reserves the right to perform value engineering studies of the design during performance of design services under this contract. Any proposals developed will be forwarded to the A-E for his consideration. The A-E shall advise the

Government as to the disposition of each proposal in writing.

Attachments:

1. Summary of Construction Permits and Legislative Compliance Requirements.

2. Energy and Greening requirements by the Mechanical and Electrical A-E.

2A. FWS Facility Energy Requirements dtd 9/9/14

3. Sustainable & Environmentally Friendly Design.

4. 2014 CADD Standards.

New Date: April 26, 2007 360 FW 1, Exhibit 1

Series: Engineering and Construction Summary of Construction Permits and Part 360: Engineering and

Construction Management Originating Office: Division of Engineering Legislative Requirements

PDF Version

Following is a list of permits and other legislative requirements that are typically part of construction planning and preparation. The list is not comprehensive.

A. Local Construction Permits. The permit applicant is responsible for obtaining all construction permits a locality requires within the timeframes necessary to meet the project schedule.

B. National Environmental Policy Act Compliance (NEPA). NEPA requires that for certain Federal projects we perform analysis and prepare environmental documents within specified timeframes. Before beginning a project, NEPA may require that we identify project alternatives, select a preferred alternative, and involve the public. See 550 FW 3 for more information about NEPA requirements.

C. Clean Water Act Compliance. Federal and State laws and regulations may require us to complete and submit forms to the appropriate Corps of Engineers, State, or county office during the project planning or early engineering design phase of any project. See 561 FW 3 for more information on the requirements of the Clean Water Act.

D. Safe Drinking Water Act Compliance. Federal, State, or localities may require us to complete and submit forms to the appropriate Environmental Protection Agency (EPA) regional office, State, or county health or environmental department during the project planning or early engineering design phase of any project. See 561 FW 4 for more information on the requirements of the Safe Drinking Water Act.

E. National Pollution Discharge Elimination System Permits. Service facilities with effluent and storm water discharges must have valid, current National Pollution Discharge Elimination System (NPDES) permits. Regional Engineers or the Chief, Division of Engineering, or their designees, must provide the Project Leader and the Regional Division of Environmental Contaminants with technical engineering assistance on NPDES. Their involvement is especially necessary to help solve problems related to discharge permit noncompliance. See 561 FW 3 for more information on NPDES requirements.

F. Soil Erosion and Sedimentation Control Permits. As part of the NPDES, State and local governments require that we file soil erosion and sedimentation control plans and get permits. We must incorporate soil erosion and sedimentation control measures into project engineering drawings and specifications, as necessary.

G. Sanitary Permits. Regional Engineers or the Chief, Division of Engineering, or their designees, assist Project Leaders to file and update sanitary permits that State or local governments require. Regional Engineers or the Chief, Division of Engineering also are responsible for performing or obtaining the services to perform the necessary percolation tests and borings and for getting the soil profiles required for sanitary waste disposal systems.

Attachment #1 http://www.fws.gov/policy/e1360fw1.pdf http://www.fws.gov/policy/550fw3.html http://www.fws.gov/policy/550fw3.html http://www.fws.gov/policy/561fw3.html http://www.fws.gov/policy/561fw4.html http://www.fws.gov/policy/561fw3.html E:/DIRECT/0SER300/Source Files/Source Files/emblem6.gif

H. Cultural Resources Compliance. In cooperation with the appropriate Regional Historic Preservation Officer, Regional Engineers, or the Chief, Division of Engineering, or their designees provide technical assistance to Project Leaders to help them meet the requirements of section 106 of the National Historic Preservation Act of 1966. They also help Project Leaders get the necessary archaeological permits to conduct cultural resources studies. See 614 FW 1 for more information about complying with archaeological and historic preservation requirements.

I. Clean Air Act Compliance. Federal and State laws and regulations may require us to complete and submit forms to the Occupational Safety and Health Administration, EPA, State, or county office during the construction phase of any project involving demolition, asbestos abatement, or lead-based paint abatement. The National Emissions Standards for Hazardous Air Pollutants (40 CFR Part 61) set the standards for compliance with the requirements of the Clean Air Act.

http://www.fws.gov/policy/614fw1.html http://ecfr.gpoaccess.gov/cgi/t/text/text-idx?sid=f21b2f8662b9b7bda146431f0c22fc1e&c=ecfr&tpl=/ecfrbrowse/Title40/40cfrv8_02.tpl mailto:Krista_Holloway@fws.gov http://www.fws.gov/policy/manuals http://www.fws.gov/policy/ http://www.fws.gov/forms/ http://www.fws.gov/pdm/ http://www.fws.gov/help/policies.html http://www.fws.gov/informationquality/ http://www.fws.gov/ http://www.fws.gov/scripts/exit-to-fed.cfm?link=http://www.doi.gov/&linkname=the%20Department%20of%20the%20Interior%20Web%20site http://www.fws.gov/scripts/exit-to-fed.cfm?link=http://www.usa.gov/&linkname=USA.gov,%20the%20U.S.%20government's%20official%20web%20portal http://www.fws.gov/help/about_us.html http://www.fws.gov/help/accessibility.html http://www.fws.gov/help/policies.html http://www.fws.gov/help/notices.html http://www.fws.gov/help/disclaimer.html http://www.fws.gov/scripts/exit-to-fed.cfm?link=http://www.doi.gov/foia/&linkname=the%20Department%20of%20the%20Interior%20Freedom%20of%20Information%20site

Attachment #2

Energy Conservation, Sustainability and Greening Requirements

The A-E firm must provide designs that meet or exceed the requirements contained in the

EPACT of 2005, the EISA of 2007, Executive Order 13423, Executive Order 13514, Executive

Order 13524 and the Presidential Memorandum: Implementation of Energy Savings Projects and

Performance-Based Contracting for Energy Savings signed on December 2, 2011; as they apply to the design and construction of federal facilities.

A. Under these federal laws the A-E firm shall, as a minimum, design all new buildings

(regardless of size) to meet the most current ASHRAE Standard 90.1 or the International

Energy Conservation Code (IECC) as applicable.

ASHRAE Standard 90.1 is the applicable code in meeting 10 CFR 433 for commercial and high-rise multi-family residential buildings, for structures of more than three stories, with sleeping or non-sleeping accommodations; and also, applies to commercial and high-rise multi-family residential buildings, for structures of three stories or less, with no sleeping or short term sleeping accommodations of less than 30 days.

IECC is the applicable code in meeting 10 CFR 435 for low-rise residential buildings, three stories or less, and with sleeping accommodations that are for more than 30 days.

Also:

1. For new Commercial and High-rise Multi-family Residential Federal Buildings:

-If design for construction began after January 2, 2007; but before August 10, 2012; such new buildings must meet ASHRAE Standard 90.1-2004; and if life-cycle cost-effective; must be at least 30 percent more energy efficient than

ASHRAE Standard 90.1-2004.

-If design for construction began after August 10, 2012 but before July 9, 2014 such new buildings must meet ASHRAE Standard 90.1-2007; and if life–cycle cost-effective, must be at least 30 percent more energy efficient than ASHRAE

Standard 90.1-2007.

-If design for construction began after July 9, 2014, such new buildings must meet

ASHRAE Standard 90.1-2010; and if life-cycle cost-effective must be at least 30 percent more energy efficient than ASHRAE Standard 90.1-2010.

Note: ASHRAE Standard 90.1-2010 is approximately 18.5% more stringent than the previous version of the standard.

Note: If 30% greater than ASHRAE Standard 90.1-2010 turns out to not be life cycle cost effective, then the designer must alter the design by incrementally decreasing the percentage until the project becomes life cycle cost effective

The rules for which you can credit towards exceeding the baseline standard by 30% are defined in Appendix G of ASHRAE Standard 90.1-2010.

2. For new Low-Rise Residential Federal Buildings:

-If design for construction began after January 2, 2007; but before August 10, 2012; such new buildings must meet IECC Standard 2004, and if life-cycle cost-effective, must be at least 30 percent more energy efficient than IECC Standard

2004.

-If design for construction began after August 10, 2012; such new buildings must meet IECC Standard 2009, and if life-cycle cost-effective, must be at least 30 percent more energy efficient than IECC Standard 2009.

B. Designs must meet the new Guiding Principles for Federal Leadership in High Performance and Sustainable Buildings (Guiding Principles) for sustainability laid out in Executive Order

13514.

C. Under EO 13514, in meeting the Guiding Principles; the A-E firm shall:

-Design all major renovations of Existing Buildings to reduce energy use by 20% compared to the ASHRAE 90.1-2007 baseline building design or the building energy use in a previous year.

D. Designs must minimize consumption of energy, water and materials through cost-effective, innovative design strategies (EO 13514), include required metering (EPACT 2005), design for water saving technologies (EO 13514) and achieve reduction in fossil fuel generated energy consumption (EISA Sec 433) so that by 2030 fossil fuel generated energy consumption is reduced by 100% compared to a FY2003 similar building. Per (EO 13514) building designs entering the planning process beginning in FY2020 and thereafter must be designed to achieve net zero energy by FY2030.

DRAFT September 9, 2014

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

FACILITY ENERGY REQUIREMENTS

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act of 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Energy Intensity Reduction

Reduce building energy intensity -2% annually (FY2006 – FY2015), or -20% by FY2015 from the FY2003 Baseline. [Sec 102] (Superseded)

Reduce building energy intensity -3% annually (FY2006 – FY2015), or -30% by FY2015 from the FY2003 Baseline. [Sec 2(a)]

Reduce building energy intensity -3% annually (FY2006 – FY2015), or -30% by FY2015 from the FY2003 Baseline. [Sec 431]

Reduce energy intensity in buildings to achieve GHG reductions.

[Sec 2(a)(i)]

Renewable Energy Consumption

Renewable electricity consumed as a percent of facility electricity:

3% FY2007 – FY2009

5% FY2010 – FY2012

7.5% FY2013 and beyond

AND

Double count renewable energy produced on Federal or Indian lands and used on-site at Federal facilities.

1/

AND

Defines “renewable energy”.

[Sec 203] 2/

Ensure that 50% of the renewable energy consumed comes from “new” sources. (after Jan 1, 1999)

AND

Implement new renewable energy generation projects on agency property for agency use.

[Sec 2(b)]

For each new Federal building or major renovation, if life cycle cost (LCC) effective or has a savings-to-investment ratio (SIR) >1, not less than 30% of the hot water demand shall be met through installation and use of solar hot water heaters.

[Sec 523]

Increase use of renewable energy and implement renewable energy generation projects on-site.

[Sec 2(a)(ii)]

New Requirements

Presidential Memorandum, “Federal Leadership on Energy Management” (Dec 5, 2013) directs the Federal Government to consume 20% of its electricity from renewable sources by 2020 – more than double the current level. 3/

Purchasing/selling RECs (see 3/)

Water Consumption

Reduce potable water consumption intensity -2% annually (FY2008 – FY2015), or -16% by FY2015 from the FY2007 Baseline.

[Sec 2(c)] [Extended by EO 13514]

Where applicable, agencies should purchase WaterSense (SM) labeled products and choose irrigation contractors who are certified through a WaterSense labeled program.

[EO Implementing Instr. VI.A(8)]

Reduce potable water consumption intensity -2% annually (FY2008 – FY2020), or -26% by FY2020 from the FY2007 Baseline.

[Sec 2(d)(i)] 4/

Reduce industrial, landscaping, and agricultural (ILA) water consumption by -2% annually (FY2011 - FY2020), or -20% from the FY2010 Baseline.

[Sec 2(d)(ii)] 5/

Identify, promote, and implement water reuse strategies that reduce potable water consumption.

[Sec 2(d)(iii)]

Attachment #2A

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Advanced Building Metering and Measurement

Federal buildings must be metered by October 1, 2012, with data provided at least daily and electricity consumption measured hourly.

[Sec 103] 6/

To maximum extent practicable, install metering devices for potable water, electricity, and thermal energy.

[EO Implementing Instr. VI.A(3)]

No later than October 1, 2016, install meters for natural gas and steam at appropriate buildings.

[Sec 434(b)]

AND

Facility energy managers are responsible for commissioning equipment and establishing O&M plans for measuring, verifying, and reporting energy and water savings.

[Sec 432]

New Requirements

Presidential Memorandum, “Federal Leadership on Energy Management” (Mar 28, 2014) 7/

Service comments on Draft FEMP Metering Guidance (Mar 27, 2014) 8/

Life Cycle Costs

For building energy systems -analysis period changes from 25 years to 40 years.

[Sec 441] 9/

Storm Water Management

Maintain or restore, for Federal properties over 5,000 square feet, the property’s pre-development hydrology as to temperature, rate, volume, and duration of flow.

[Sec 438]

Achieve EPA’s storm water management objectives.

[Sec 2(d)(iv)]

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Building Performance

New building designs must be 30% more energy efficient than relevant code, if life cycle cost effective, or highest efficiency attained that is life cycle cost effective.

[Regardless of Size]

AND

Include application of sustainable design principles for new buildings.

[Sec 109] 10/

New buildings or major renovations must comply with the Guiding Principles set forth in the “Federal Leadership in High Performance and Sustainable Buildings Memorandum of Understanding” (2006).

AND

Ensure that 15% of existing capital asset building inventory incorporates sustainable practices in the Guiding Principles by FY2015.

[Sec 2(f)]

Note: The Guiding Principles for Federal Leadership in High Performance and Sustainable Buildings and for Sustainable Existing Buildings (Guiding Principles) were finalized by the Office of Management and Budget (OMB) and the Office of the Federal Environmental Executive (OFEE) on December 1, 2008.

New building designs or major renovations shall reduce fossil fuel-generated energy consumption by:

-55% by FY2010;

-65% by FY2015;

-80% by FY2020;

-90% by FY2025; and -100% by FY2030, compared to a FY2003 similar building so that by FY2030, achieves a -100% reduction of fossil fuel-generated energy consumption. 11/

AND

Sustainable design principles must be applied to the siting, design, and construction of buildings subject to the standards.

[Sec 433]

Ensure major replacements of installed equipment, renovation, or expansion of existing space employ the most energy-efficient designs, systems, equipment, and controls that are life cycle cost effective.

[Sec 434]

For each new Federal building or major renovation, if life cycle cost effective, not less than 30% of the hot water demand shall be met through installation and use of solar hot water heaters.

[Sec 523]

All new construction, major renovation, or repair and alteration of Federal buildings complies with the Guiding Principles.

[Sec 2 (g)(ii)] 12/

Beginning in FY2020 and thereafter, ensure that all new Federal buildings that enter the planning process are designed to achieve net zero energy by FY2030.

[Sec 2(g)(i)] 12/

At least 15% of the agency’s existing buildings (above 5,000 gross square feet) and building leases (above 5,000 gross square feet) meet the Guiding Principles by FY2015, and that the agency makes annual progress toward 100% conformance with the Guiding Principles.

[Sec. 2(g)(iii)] 13/

Pursue cost-effective, innovative strategies, such as highly reflective [i.e., “cool roofs”] and vegetated roofs, to minimize consumption of energy, water, and materials;

[Sec. 2 (g) (iv)]

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Historic Buildings

Promote long term viability of agency-owned historic buildings by ensuring that rehabilitation utilizes best practices and technologies in retrofitting.

[Sec. 2(g)(vii)]

Energy And Water Efficiency Measures

Identify “covered facilities” constituting at least 75% of the agency’s facility energy use. Each covered facility must have an energy manager designated and meet additional requirements.

AND

Complete energy and water evaluations at all bureau-designated “covered facilities” once every 4 years, starting in 2008.

[Due June of each year.] 14/

AND

Identify energy and water efficiency measures through recommissioning and retrocommissioning.

15/

AND

May implement energy and water improvements within 2 years, if LCC effective.

AND

Certify facilities on DOE web based building measures certification system (CTS, developed by FEMP)

AND

Benchmark metered buildings in

ENERGY STAR Portfolio Manager®.

[Due December of each year.] 16/

[Sec 432]

Manage existing building systems to reduce consumption of energy, water, and materials.

[Sec 2(g)(v)]

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Environmental Management Systems

Implement EMSs to support goals of the Executive Order.

[Sec 3(b)] (Also see CEQ Instructions on 3/28/2007)

Continue implementation of EMSs;

ensure they are maintained to achieve the goals of the Executive Order.

[Sec 2(j)]

Energy Savings Performance Contracts (ESPCs) and Utility Energy Savings Contracts (UESCs)

EPAct 1992 - Agencies are authorized and encouraged (emphasis added) to: (1) participate in programs to increase energy efficiency and for water conservation or the management of electricity demand conducted by gas, water, or electric utilities, and (2) may accept any financial incentive, goods, or services generally available from any such utility, to increase energy efficiency or to conserve water or manage electricity demand, and (3) enter into negotiations with electric, water, and gas utilities to design cost-effective demand management and conservation incentive programs to address the unique needs of facilities utilized by such agency. Further, agencies may not be denied collection of rebates or other incentives.

[Sec 152(e), as codified in 42 USC 8256] 17/

EPAct 2005 - Reauthorizes ESPCs through September 2016 [Sec 105]

Allows a combination of appropriated funds and financing [Sec 512]

ESPC evaluations and measurements can be used to meet the evaluation requirements of Sec 543 (f).

[Sec 513]

Permanent reauthorization of ESPC.

[Sec 514]

DOE will establish an ESPC training program for Contracting Officers.

[Sec 517]

Presidential Memorandum on December 2, 1011, “Better Buildings Challenge”; DOI’s calendar year (CY) 2016 goal will be $15 million for a total of $20 million including the CY 2013 goal. 18/

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Assets and Capital Energy Investments

Ensure any large capital energy investment in an existing building that is not a major renovation but involves replacement of installed equipment, or involves renovation, rehabilitation, expansion, or remodeling of existing space employs the most energy efficient design, systems, equipment and controls that are LCC effective.

AND

Develop a process for reviewing each decision made on large capital energy investment to ensure compliance with section. Report process to OMB.

[Sec 434]

Identify alternatives to renovation that reduce existing asset deferred maintenance costs.

[Sec 2(g)(v)]

When adding assets to the agency’s real property inventory, identify opportunities to consolidate and dispose of existing assets, optimize real-property portfolio performance, and reduce associated environmental impacts.

[Sec. 2(g)(vi)]

Leasing

As of December 19, 2010, no Federal agency shall enter into a contract to lease space in a building that has not earned the ENERGY

STAR label. Exceptions:

No space available that meets functional needs Agency proposes to remain in building previously occupied Building or space within a building is of historical, architectural, or cultural significance Lease is for less than 10,000 gsf

Buildings without ENERGY STAR label includes provisions requiring prior to occupancy or 1 year after signing lease for previously agency occupied space, the space is renovated to include all energy efficient improvements that are LCC effective over the life of the lease.

[Sec 435]

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Energy Efficient Products and Procurement (Sustainable Acquisition)

Incorporate energy efficiency criteria consistent with ENERGY STAR® or Federal Energy Management Program (FEMP) designated products for all procurements involving energy consuming products and services.

[Sec 104]

(See 10 CFR 436)

Purchase goods and services that use sustainable environmental practices that are:

Environmentally preferable

Recycled-content

Bio-based

Energy Efficient (ENERGY STAR® and FEMP designated)

Electronic Product Environmental Assessment Tool (EPEAT) -registered [Also see Sec 2(h)]

Water Efficient (WaterSense) [Sec 2(d)]

Directs agencies to purchase products that use not more than 1 watt in standby power or if not available, the lowest wattage available. [Sec 524] This requirement supersedes the same requirement in Executive Order 13221, Energy Efficient Standby Power Devices (July 31, 2001).

AND

Procurement must focus on ENERGY STAR® and FEMP designated products.

AND

GSA and DLA are required to amend product catalogue listings for energy consuming products.

[Sec 525]

Ensure 95% of new contract actions for products/services are:

Energy and water efficient

Biobased content

Environmentally preferable

Non-ozone depleting

Recycled-content

Non-toxic or less toxic than alternatives

[Sec 2(h)(i)]

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Greenhouse Gas Reduction

Reduce greenhouse gas (GHG) emissions of the agency by reducing building energy intensity -3% annually (FY2006 – FY2015), or -30% by FY2015 from the FY2003 Baseline.

[Sec 2(a)]

Establish agency-wide GHG emission reduction target for FY 2020 relative to FY 2008 for scope 1 and 2 emissions, and scope 3 emissions.

[Sec 2(a) and 2(b)] 19/

DOI FY2020 Target for Scope 1&2 = -20%

DOI FY2020 Target for Scope 3 = -9%

Pursue opportunities with vendors and contractors to reduce GHG emissions.

[Sec 2(b)(i)]

Implement transit, travel, training, and conferencing strategies to support low-carbon commuting and travel.

[Sec 2(b)(ii)]

Implement innovative policies to address scope 3 emissions unique to agency operations.

[Sec 2(b)(iv)]

DRAFT Prepared by David Guthrie, Energy Coordinator, U.S. Fish and Wildlife Service; Original Table by Mary Heying, Energy Coordinator, U.S. Department of the Interior

Energy Policy Act of 2005 (P.L. 109-58), Aug 8, 2005

[Amends the Energy Policy Act of 1992 (P.L. 102-486), Oct 24, 1992]

EO 13423

Strengthening Federal

Environmental, Energy, and Transportation Management

Jan 24, 2007

Energy Independence & Security Act 2007 (P.L. 110-140)

Dec 19, 2007

EO 13514

Federal Leadership in

Environmental, Energy, and Economic Performance

Oct 5, 2009

Reporting

The National Energy Conservation Policy Act (NECPA, P.L. 95-619) requires Federal agencies to submit a report annually to the DOE on activities to meet the energy management requirements of NECPA. Information and data are used to develop DOE’s Annual Report to Congress on Federal Government Energy Management.

[Section 548(a)]

Ensure collection, analysis, and reporting of information to measure performance in the implementation of this order. [Sec 3(b)(iii)]

Provide reports on agency implementation of this order to the CEQ [Sec 3(g)]

Each Federal Agency must issue an annual report that describes the status of initiatives to improve energy efficiency, reduce energy costs, and reduce GHG emissions.

[Sec 527]

Report comprehensive GHG emission inventory for FY2010 by January 5, 2011, and annually thereafter by the end of January.

[Section 2(c)]

OMB and CEQ track progress towards goals on scorecards. 20/

Climate Change

President’s Climate Action Plan (June 25, 2013) EO 13653, Preparing the United States for the Impacts of Climate

Change (November 1, 2013)

The President of the United States Continuing the momentum for the future, President Obama believes that the federal government must be a leader in clean energy and energy efficiency.

Increase performance contracting for building energy efficiency. 18/

The federal government will consume 20% of its electricity from renewable sources by 2020 -- more than double the current goal of 7.5%. 3/

Increase energy productivity and energy efficiency.

Prepare the U.S. for the impact of climate change:

o Administration and partners develop national strategies to address the impacts of climate change on freshwater resources -- fish, wildlife, and plants -- and oceans.

o In 2013, Federal agencies released Climate Change Adaptation Plans outlining strategies to protect their operations, missions, and programs from the effects of climate change.

The U.S. Fish and Wildlife Service The Service’s goal is to “…change our business practices to achieve carbon neutrality by the Year 2020.”

[Goal 5 and Objective 5.1 of the Service's Climate Change Strategic Plan:

“Rising to the Challenge: Strategic Plan for Responding to Accelerating Climate Change” and the “5-Year Action Plan for Implementing the Climate Change Strategic Plan”, U.S. FWS, 2010.] 21/

Creates the Council on Climate Preparedness and Resilience –- made up of senior officials from all of the federal agencies and led by CEQ.

Calls on federal agencies to identify ways to remove barriers in laws or programs that might make it difficult to address climate-related issues, and to "reform policies and Federal funding programs that may, perhaps unintentionally, increase the vulnerability of natural or built systems, economic sectors, natural resources, or communities to climate change related risks." The directive pushes agencies to think proactively about how climate change could affect federal programs -- from the construction and maintenance of dams and levees to the flood insurance program.

Directs the heads of the departments of Defense, Interior, Agriculture and the EPA, NOAA, FEMA, and USACOE to take an inventory of their…