Attachment_L2_ REVISED_PWS_HEU_Management_Housing_EUL_UP 19 Jun 2020.pdf

Attachment 2 RFP No. FA8903-20-R-0003

REVISED PERFORMANCE WORK STATEMENT

FOR

AIR FORCE (AF) HOUSING, ENHANCED USE LEASE,

AND UTILITIES (HEU) PRIVATIZATION MANAGEMENT

19 June 2020

PERFORMANCE WORK STATEMENT

AF HOUSING, ENHANCED USE LEASE, AND UTILITIES (HEU) PRIVATIZATION MANAGEMENT

DEFINITIONS

HE and U: Information for Offerors submitting a proposal for TAB A (Housing/EUL), a proposal for TAB B (UP) or a proposal for both TAB A and B

HE only: Information for Offerors submitting a proposal for TAB A (Housing/EUL) only

U only: Information for Offerors submitting a proposal for TAB B (UP) only

United States: The 48 states to include the District of Columbia, Alaska and Hawaii.

1.0 SCOPE

1.1 This Performance Work Statement (PWS) shall provide for long-term cradle to grave management of services in support of the AF privatized programs to include but not limited to: Housing, Enhanced Use Lease (EUL) and Utilities Privatization (UP) and may include Value Based Transaction (VBT). This includes Asset, Acquisition and Portfolio Management services in support of Housing, EUL and UP throughout the United States. HEU Management stands for housing, enhanced use lease, and utilities privatization management. HEU Management is the follow-on requirement to Post Closing Management (PCM).

1.2 The purpose of this PWS is to outline the basic requirements of this contract. The contract services will be obtained through the issuance of individual Task Orders (TO). Individual TOs will contain scope and pricing for specific requirements. All TO’s will be Firm Fixed Priced for a period of performance not to exceed 12 months per TO. Payments shall be made in 12 monthly installments totaling the total cost of the work to be performed for the 12 months.

2.0 BACKGROUND

2.1 The Installations Directorate is part of the Air Force Civil Engineer Center (AFCEC), a 1,900-person primary subordinate unit, assigned to Air Force Materiel Command (AFMC) and attached to the Air Force Installation and Mission Support Center (AFIMSC). The directorate provides enterprise-wide housing solutions, and conducts the strategic acquisition, management, and disposal of AF real property. It executes the Deputy Assistant Secretary of the AF for Installations' land and facilities policies through a full suite of services, including appraisals, lease renewals, licenses, easements, title opinions, environmental cleanup and transfer of property impacted by Base Realignment and Closure (BRAC) legislation, and other support services. AFCEC/CI is comprised of five (5) mission capabilities: BRAC program management, real estate development, real property management, post-closing portfolio management and housing privatization portfolio management. This scope will only pertain to Housing, EUL and UP Programs. These services shall not include inherently governmental functions as defined in Office of Federal Procurement Policy Letter -11-01, Inherently Governmental Functions" and FAR Subpart 7.5, Inherently Governmental Functions."

2.2 Congress enacted the Military Housing Privatization Initiative (MHPI) in the 1996 National Defense Authorization Act (see 10 United States Code §§ 2871-2885, as amended). This law allows the military services to address their housing needs by utilizing private sector resources to finance and construct housing units consistent with current market standards. The law and other statutory authorities authorizes direct loans and loan guarantees, government investments (i.e., limited partnership interest, the purchase of stock or other equity instruments and/or the purchase of bonds or other debt instruments), conveyance or leasing of existing property and facilities, and the building of new housing and facilities to local commercially acceptable standards and codes. The MHPI’s goal is to provide military members and their families with quality, affordable housing in a manner that is cost-effective and expeditiously replaces the Department of Defense’s (DoD) aging inventory of housing units. The goal for each project will be realized with the successful closure of a non-Federal Acquisition Regulation (non-FAR) real estate transactions that meets AF objectives.

2.3 In other legislation, Congress has authorized the Secretary of the Air Force (SAF) to lease AF property to a lessee should it be deemed advantageous to the country, in support of national defense, or be in the public interest.

(See 10 U.S.C. § 2667, “Leases: Non-Excess Property of Military Departments and Defense Agencies”). Other relevant legislation for Real Property Transactions include: 10 USC § 2668, “Easements for rights-of-way”, 10 USC § 2869, “Exchange of Property at Military Installations”, BRAC, and other special Legislation dealing with Real Estate).

2.4 Under 10 U.S. Code § 2688 – Utility systems: conveyance authority, the conveyance may consist of all right, title, and interest of the United States in the utility system or such lesser estate as the Secretary considers appropriate to serve the interests of the United States. Unlike EUL and Housing, UP transactions are FAR based contracts that support the AF in its privatization requirements.

3.0 PROGRAM SUPPORT

3.1 (HE and U) The Contractor shall assist the AF in executing all processes, procedures, and activities necessary to ensure the AF maintains the appropriate oversight and control of all AF Housing, EUL, and UP Programs. The AF’s approach to privatization management envisions tailoring a program to meet the specific needs of these programs.

This tailored comprehensive approach, focuses initially on pre-acquisition, development, operations, and finance, while incorporating oversight tools, Portfolio Management tools, financial tracking and solution implementation for each Housing, EUL and UP project type, individual installation projects or grouped project and each program as a whole.

3.2 (HE and U) The Contractor shall provide program support services in the areas shown below (note: the areas shown below are not all inclusive). The Contractor is responsible for identifying additional program support services resulting in a proactive approach/consulting, mitigating project risks and ensuring the success of the Housing, EUL and UP Programs. The contractor shall transition activities 90-days after contract award and transition out at the end of the contract to a follow-on Contractor. The transition plan shall meet the minimum requirements of sections: 3.3, 3.4, 4.1, 4.2 (U only), 4.3 (U only), 4.4 (HE only), 4.12, 4.13, 4.14, 4.16, 4.17, 4.18, and 4.19. Additionally, the proposal transition plan will be required to be submitted as the first deliverable 15-days after award of the basic contract.

3.3 (HE and U) Contractor shall provide support in working groups, provide a full suite of program support services consisting of cradle to grave management of pre-contract award, proposal review and post award housing/UP support; items include but are not limited to the following and further detailed at TO level:

Inventory utility system components Prepare Certified Economic Analysis (CEA) Prepare all technical documents relating to Request for Proposal (RFP), transition documents, inventory in

Bill of Sale (BoS), contract, price redeterminations, capital expenditures, inflation, new inventory, Operations and Maintenance (O&M), Renewal and Replacement (R&R)

Provides technical expertise to proposal phase of UP acquisition process Serves as liaison and advisor for Program Managers (PMs) and Contracting Officers (COs) at Defense

Logistics Agency (DLA) for ne supported requirements.

Assist with developing and implementing action plans Prepares and tracks action plans and documents

3.4 Restructure (HE and U): The Contractor shall conduct an economic analysis on project owner and system owners proposals and develop a cost summary on all the components of the proposal to include recommendations.

The economic analysis should balance conservative cost estimates for developing, operating and maintaining the project and still maximize the development scope and identify the most appropriate actions to correct component deficiencies as well as a healthy out-year reinvestment plan. The Contractor will also be responsible for fully reviewing proposals and looking into Federal and Local requirements that could have an impact during the life of the project. Because this is largely a restructuring of existing projects, the Contractor will be part of a uniquely qualified team that has a thorough understanding of the installation, the condition of the housing, and utility systems the local economy and the operating and development costs associated with both. This experience reduces risk to the AF and the installation. Restructuring of a project requires various partnering sessions with all stakeholders, developing and reviewing proposals, revising transaction documents, and integration of the modified items into the compliance program.

3.5 (HE and U) Prepare program information to stakeholders in regards to initiatives, policies and findings.

Examples include fact sheets, brochures, topical white papers, Bullet Background Papers, and Project Executive Summaries.

3.6 Meetings/ Workshops/Training (HE and U): The Contractor shall participate and facilitate in the project meetings to support efforts for all AF Base locations coordinating the date and time with AFCEC. The Contractor shall facilitate on-site and teleconference briefings and required to record all minutes. The CO at DLA or Project Owner shall be notified for participation in all meetings. The Contractor is responsible to coordinate the date and time of Site Visit In-Brief meeting with the Base Point of Contact, AFCEC COR and PM and MAJCOM Representative. The contractor shall also provide site-visits to train personnel and prepare summary report.

Develop Guidance, Tools, Manuals and Materials in support of meetings, workshops and training AF Lessons Learned/Best Practice Workshop/Strategic Planning Sessions Lead Kickoff Meetings at various installations Participate in Program Management Reviews Target audience, number of sessions, duration, and venue will be identified at individual TO level

4.0 PROJECT SERVICES

4.1 (HE and U) The Contractor shall conduct initial post-closing management planning and services. These services are designed to ensure a smooth transition from the acquisition and closing phase to the ongoing Portfolio Management life cycle for Housing, EUL and UP projects. While much of the process shall evolve over time, it is critical to coordinate and assist in the initial period from just prior to real estate transaction closing and continuing through to the full functioning of the project plan. Initial Planning and Services shall be conducted for each AF project simultaneously and shall begin with the Contractor performing a detailed review of the transaction documents for each project. The Contractor shall tailor requirements to meet the specific needs of grouped projects.

4.2 Acquisition/Execution Support (U only): The Contractor shall perform various activities related to UP analyses and transition support for electric, natural gas, water, and wastewater utility systems throughout the AF. These services include review of utility system inventories, design, drawings, O&M cost data, cost estimates, and specifications for assessing existing utility systems on AF installations. In addition, the Contractor shall perform site investigations. Deliverables will include the draft and final UP utility-specific RFP sections/transaction documents, government cost estimates, analysis of privatization cost proposals, Certified Economic Analysis (CEA), Bills of Sale (BoS), joint inventories of utility systems after contract award, and participation in various meetings and conferences. Review any previous work accomplished to ensure validity in the existing privatized effort.

4.3 (U only) Contractor shall manage the entirety of the program outlined below:

Phase 1 - Consisting of project plan and feasibility analysis Phase 2 - Comprehensive analysis and approval Phase 3 - Final feasibility and implementation Phase 4 - Transition phase

All phases will consist of the following type of services but not limited to providing independent utility system analysis which includes preparation of Independent Government Cost Estimates using the R&R model. Preparation of utility-specific sections of the UP RFP, analysis of the offerors cost proposals, economic analysis using the CEA model, preparation of BoS. The contractor shall participate in various meetings with the installation staff, potential privatization offeror’s, municipalities, and local, state, and Federal government regulators. All of these tasks require separate deliverables for the privatization effort of utility systems at AF installations within the United States. The contractor shall determine initial system condition and develop cost and price analysis, as well as the cost of required improvements. Using accepted price estimating methods such as RS Means, the Contractor shall assess the reasonableness of offerors costs compared to the government estimate.

4.4 Lockbox Account/Trust Administration Tool/Review (HE only): The contractor shall develop an initial Lockbox Account Administration Tool. The tool is designed for the project owner and Lockbox Agent to help track and manage project funds. The tool shall be tailored for each project or grouped project. The contractor shall assist the Lockbox Agent in understanding and use of the tool. Contractor shall have extensive knowledge on differences between EUL and Housing Lockbox Account/Trust Administration Tool reviews consisting of a single base versus grouped based summary. The Contractor shall conduct ongoing oversight of each project’s Lockbox account and submit a quarterly financial report, placing significant emphasis on project cash flows (and/or in-kind-consideration) to ensure they are distributed in accordance with both the approved project budgets for the current period and the flow of funds documented in the transaction documents. The Contractor shall make recommendations for improvement of this process.

4.5 Compliance/Risk Assessment (HE and U): The Contractor shall provide a comprehensive review to ensure that each project is meeting the terms and conditions set forth in transaction documents and/or contracts to reduce risk to AF mission.

4.6 Centralized Design and Construction Oversight Program (CDCOP) (HE only): The contractor shall provide management and consultation services necessary to support the AF MHPI CDCOP.

4.7 Annual Budget Review (HE only): Annual budget approval, both capital and operating, shall typically be the most significant aspect of AF involvement in the privatization project. The Contractor shall assist the AF in the review of the proposed project owner budgets for Housing and EUL. This review shall include an analysis of the installation/project site-level forecast to determine the impact the proposed budget has on the project. The Contractor shall prepare a report that includes detailed comments on the proposed budget for each project.

4.8 Quarterly/Annual Accounting and Financial Analysis and Reporting (HE and/or U): The contractor shall perform Accounting and Financial Analysis and Reporting for each program/project. Additionally, all information shall be rolled up into the Annual State of the Portfolio Report for the year, including a consolidated review of the project owner’s annual audit reports. The Contractor shall document steps taken over the past quarter to improve performance, the results of performance improvement initiatives, and opportunities for performance improvement to be addressed in the next quarter. The Contractor shall prepare a quarterly Financial and Performance Improvement Plan for each individual project in addition to quarterly reports and an annual consolidated report (Annual State of the Portfolio Report). The report shall include the following specific areas as specified:

Monthly (and as needed) review, analysis, tracking, trending and reporting of the EUL Government Lease Payment Account cash, credits, in-kind consideration or other equivalent monetary or non-monetary (i.e., goods or services) compensation

Summarize individual installation, project and portfolio-level key financial highlights, leasing/ occupancy statistics, referral/waiting list data, trend analysis, operations data, etc. as appropriate

Debt coverage ratio reporting Review the capital and operations forecasting analysis for current and future years Review budget variance analysis and corrective action alternatives, including future impact studies Reporting and monitoring of Lockbox and Trust accounts Review housing referral summary reports Review annual inspection reports Review the annual operations, escrow and reserve accounts and construction budgets Analyze future capital expenditures for cost/benefit and make recommendations for improvement Analyze future reinvestment expenditures and needs for cost/benefit and make recommendations for improvement Review of the independent certified public accountants audit reports and accompanying financial statements Monitor tax and insurance payments for accuracy Monitor loan performance Review guaranteed borrowers current financial statements Review development schedules and status

Analyze overall project health and viability Benchmark the AF portfolio against private industry Develop performance metrics for each of the above-referenced reporting functions

4.9 Investment Analysis (HE only): The Contractor shall conduct a review of investments for each project to include: type of investment, timing of maturities (laddering), and yield to be used in evaluating adequacy of account deposits. This includes a review of risk/return for all acceptable investment vehicles for monies held in lockbox/trust accounts. The Contractor shall provide recommendations to the AF for adjustments to investment strategies or actions taken at each project. The Contractor must also be prepared to benchmark the AF portfolio against similar private industry portfolio.

4.10 Reinvestment/Reforecast Analysis (HE only): The Contractor shall conduct an analysis review of each project’s Reinvestment Account, Quality of Life Account and all similar out-year investment accounts. The contractor’s analysis will benchmark actual performance against pro forma estimates, transaction out-year renovation plans, and actual project requirements, assess/forecast long-term financial viability of the project and will provide recommendations to the AF for action based upon this analysis.

4.11 Variance and Trend Analysis (HE and U): The contractor shall perform variance and trend analysis, which are critical components that define and measure objective performance to assess the success of both the project and program in meeting AF goals. The contractor shall determine if the approved budget was adhered to throughout the reporting period as well as identify current problems, adverse trends, recommended corrective actions, impacts to budget, schedule, future performance, program risk and any other trend or variance issues that may impact the projects. The quarterly report at both the project and portfolio level shall include a thorough and detailed analysis to be used for evaluation of project processes and activities. The consolidated portfolio shall include analysis utilizing audited financial statements, analysis of all project compliance, insurance and lockbox issues or trends, and significant findings from annual site assessments. The annual report will also include local markets information such as local housing market, school districts and crime levels which could affect the project The Contractor shall recommend changes, as appropriate, to streamline project activities.

4.12 Insurance Compliance Review/Report/Summary (HE and U): The need for adequate insurance coverage is fundamental to protecting the interests of the AF and enhancing the value of the portfolio. The Contractor shall prepare an annual Insurance Compliance report as specified in the individual TO, providing the results obtained from performing the following functions:

Review the insurance policies in place for the project to determine whether the developer has the types and amounts of insurance required by the transaction and loan documents and the government is appropriately named as loss payee and/or additional insured.

Compare the latest insurance coverage trends in the private sector to the coverage in place for the AF’s Housing & EUL efforts. The result of this comparison could include recommendations for additional coverage or changes to existing contractual terms to maintain viable insurance coverage.

Identify key terms and provisions that must be included in the insurance section of all future privatization agreements. Thorough insurance compliance shall be performed on an annual basis for each project, key policy expirations and events shall be monitored and addressed throughout the year as part of compliance testing services.

4.13 (HE and U) The Insurance Compliance report shall summarize each of the key insurance policies in place at each of the projects, including the significant terms, as well as a recommendation on potential policy changes for existing and/or future privatization projects.

4.14 (HE and U) The Contractor shall conduct an initial review of the insurance policies in place for each project and prepare a report with an assessment of adequacy and completeness of these policies for both the project and the program taking into consideration the insurance requirement for the industry type of the project. This review shall commence prior to real estate ground lease transaction closing with review of initial submitted documentation. The contractor shall have extensive knowledge on insurance reviews consisting of a single base versus grouped based summary.

4.15 Program Evaluation Reporting (HE and U): The Contractor shall perform the MHPI Program Evaluation Plan (PEP) Reporting, EUL Program Reporting, and UP Program Reporting. The Contractor shall prepare the initial Project-level Fact Sheet at the time of project closing. The Contractor shall prepare semi-annual Program Executive Summary Report, Project Summary Report, Program Fact Sheet, base-level tenant survey to identify lessons learned, best management practices, and overall tenant satisfaction indicators with projects and Program Monitoring Matrix based on schedules identified in each TO. The Contractor shall coordinate issues/responses from appropriate AF organizations and provide resolution recommendations. The Contractor shall revise the report (PEP or other) submittal documents, as necessary and as requested by the AF, to ensure complete reports are submitted. The Contractor shall prepare and deliver to the AF, a consolidated report (PEP or other) in conformity with the Office of the Secretary of Defense guidelines, as specified in each TO.

4.16 Technology Maintenance/Document Management Services (HE and U)

Maintenance of data repository

Manage extranet portal (provide all components necessary to conduct Portfolio Management support) Management of the extranet portal includes all information on Projects, management of all the data owned by the USAF and the formula’s to generate reports.

Identification, documentation and dissemination of Lessons Learned Site Module Development - Centralized Design and Construction Oversight Program (CDCOP), Major

Command (MAJCOM), Topic, Training, and other program support.

4.17 (HE and U) The Contractor shall be required to retain all information from the existing web-based document management repository, designed to collect, retain, and analyze privatization project data, financial information, transactional documents and materials. After transition, the Contractor shall distribute and manage Post Closing Portfolio and Asset Management data. The storage and upkeep capabilities will be the responsibility of the Contractor. Document management is a critical component to the overall process. The Contractor shall be responsible for managing the document management repository to store and maintain electronic files of all project documents and allow electronic sharing of documents among stakeholders. The goal of document management is to provide a coordinated central location for the electronic storage of significant documents prepared in conjunction with the Portfolio Management process.

4.18 (HE and U) The Contractor shall maintain and continuously develop the Document Management repository.

The Contractor’s Document Management function shall also keep a record of performance improvement initiatives and “Best Practices” for use throughout the AF. The Contractor shall update the Document Management repository frequently to reflect the most current information. Information housed in the repository falls into the following categories:

Document Management (Project Sites): Each project has a home page that contains a document library to store all necessary files such as final legal documents, construction reports and project documents. All project stakeholders have access to this document library to view and upload files.

Topic Sites: There are dedicated sites for specific privatization topics.

Lessons Learned Tracking: The repository contains Lessons Learned data allowing individual stakeholders to submit or download lessons on a variety of topics as submitted by a variety of AF stakeholders.

Privatized Project Financial Tracking: Each project has a standardized format which stores data on construction progress and operational and financial performance. Data can easily be aggregated at the portfolio level. Users can create automated reports which increase efficiency and provide greater standardization of reporting.

Stakeholder Sites: Stakeholders have one centralized location for all training, tools and resources needed to ensure consistent oversight of the projects, consistent messaging and sharing of program updates and improvements. The MAJCOMs, Program Managers, AFCEC, and Resident Construction Managers (RCM) have specialized stakeholder sites.

4.19 (HE and U) The current web-based document management repository responsibilities will be transferred to the Contractor during the transition phase and there should be no visible break in service. The Document Management information is currently maintained in a Microsoft Sequel Server Database. The Government shall own all data and reports as described in these paragraphs. The Contractor shall provide all reports and data to the Government in an open, non-proprietary format. If a proprietary component is required to achieve maximum functionality in reports and data, all source code necessary for the data repository will become the property of the Government unless otherwise agreed. This includes formulas and details on report creation provided by document management repository service for individual projects. The Contractor shall be required to transition the Document Management repository data and all its reports to a follow-on Contractor as necessary at the completion of this contract and ownership of all reports within the repository, will remain with the government. The current repository is built on the SharePoint platform hosted on a private server, and benefits from 24-hour technical support. As of 2020, there is 1,253GBs of information hosted in the repository. The breackdown per program is as follows: HP 1,080GBS, EUL 67GBs, and UP 85GBs. The repository has approximately 1,800 active users accessing the site. AFCEC will provide direction on access criteria and the Contractor will be responsible for strict control and monitoring. Various levels of access can be provided. For example, an AFCEC PM has access to the entire site, whereas a Capital Asset Manager or Contracting Officer Representative (COR) at an Installation has access only to their project team site. In addition to the Housing, EUL and UP Branch, users include staff from the installation, MAJCOM, Air Staff, SAF, and other housing privatization stakeholders. Housing residents do not have access to the repository nor do UP System Owners. The repository must meet industry established security best practices and have documented Management and Operational policies and standards in place.

4.20 Associate Contractor Agreements (ACAs): (HE and U) The Contractor may enter into ACA which specify requirements for them to share information, data, technical knowledge, expertise, or resources. The Contracting Officer may require ACAs when contractors working on separate government contracts must cooperate, share resources, or otherwise jointly participate in working on contracts or projects. Prime contractor to subcontractor relationships do not constitute ACAs. For each award, the Contracting Officer will identify associate contractors with whom agreements are required. ACAs will be required 90 days after contract/task order award. The agreements shall include the basis for sharing information, data, technical knowledge, expertise, and/or resources essential to the Contract programs which shall ensure the greatest degree of cooperation for the development of the programs to meet the terms of the Contract(s). Associate contractors will be identified by the Contracting Officer via letter.

ACAs shall include the following general information:

1. Identify the associate contractors and their relationships.

2. Identify the program involved and the relevant Government contracts of the associate contractors.

3. Describe the associate contractor interfaces by general subject matter.

4. Specify the categories of information to be exchanged or support to be provided.

5. Include the expiration date (or event) of the ACA.

6. Identify potential conflicts between relevant Government contracts and the ACA; include agreements on protection of proprietary data and restrictions on employees.

A copy of such agreement shall be provided to the Contracting Officer for review before execution of the document by the cooperating contractors.

The Contractor will not be relieved of any contract requirements or entitled to any adjustments to the contract terms because of a failure to resolve a disagreement with an associate contractor.

Liability for the improper disclosure of any proprietary data contained in or referenced by any agreement shall rest with the parties to the agreement and not the Government.

All costs associated with the agreements are included in the negotiated cost of this Contract.

Agreements may be amended as required by the Government during the performance of the Contract.

4.21 Project Site Assessments (HE and U): The Contractor shall perform all reviews to assess the performance of the property operations/development team. These reviews shall include financial, operational and technical aspects with site visits performed annually and project audits performed on an exception basis, as identified by the government, triggered by poor project performance. Site visits and project audits shall include a project process/performance improvement report as part of supporting documentation.

5 PROJECT AND DEVELOPMENT MANAGEMENT

5.1 (HE and U) Review construction surveillance, development reports and inspection results to help ensure the AF is receiving the project scope (and/or in-kind consideration). The Contractor shall provide special monitoring, oversight or other reviews and site assessments as requested by the AF. These may include activities such as construction/development management studies, review of design exception notices, analysis of construction estimates and costs, environmental studies, reviews or analysis or other activities requiring construction management or engineering expertise. The contractor shall ensure the final environmental documents (Environmental Assessment/Environmental Baseline Survey) are in effect. The contractor shall assist the AF in the resolution of construction/development matters as a result of environmental issues. The Contractor shall provide assessments of project owner/developer compliance with transaction requirements regarding ENERGY STAR®. The contractor may be asked to provide assessments regarding U.S. Green Building

Council's (USGBC) Leadership in Energy and Environmental Design (LEED) Green Building Rating SystemTM.

5.2 Capital Repair and Replacement (CR&R) Visits (HE and U): The Contractor shall conduct CR&R Visits to confirm whether adequate funding is allocated to support the capital repairs and improvements necessary to maintain the privatized housing and privatized utility system over the near and long- term. The review will consist of ensuring the plan has all project CR&R costs adequately represented, and life cycles are reasonable & consistent with industry standards for both, project owners and system owners. Contractor will assist in ensuring compliance with this requirement as part of annual budget reviews (Housing only). CR&R Visits are to be conducted at select locations to assess plans, evaluate infrastructure and representative sampling of facilities. The Contractor will develop a report of the visit, identify areas of concern, and recommend solutions to potential short and long term risks in order to reach an agreement with the project owner on CR&R requirements.

5.3 Direct Loan Closing/Project Refinancing/Project Restructuring Support (HE and U): The Contractor shall provide the necessary reviews, analysis, and recommendations to support AF decisions supporting actions at a privatized project location with regard to Government Direct Loan funding, differential lease payments, project refinancing and/or project restructuring. This may include legal, arbitration, financial, negotiations, briefings, development analysis or other support.

6 PROPERTY/CONTRACT REPORTING (HE and U)

6.1 Government Furnished Property: AFCEC shall provide up to 3 workstations for HE and 1 workstation for UP;

up to a total of four (4) workstations for on-site contractor personnel to be used in the performance of this contract at the Government workplace located at Port San Antonio, Texas and identified at the Task Order level depending on the Government requirements.

6.2 Contractor’s Progress, Status, and Management Report (CPSMR): Prepare and submit a CPSMR. The CPSMR shall be used to review and evaluate the overall progress of the project, along with any existing or potential problem areas. The CPSMR shall include a summary of the events that occurred during the reporting period, discussion of performance, identification of problems, proposed solutions, corrective actions taken, and outstanding issues.

7 SERVICES SUMMARY (HE and U)

7.1 The following services summary reflects the objectives and thresholds used to track contractor performance for TOs awarded against the basic contract. The Multi-Functional Team in accordance with the Quality Assurance Surveillance Plan may evaluate all or part of the following elements. Specific performance objectives will be identified in the TO.

PWS

PARA

ELEMENT

EVALUATED

PERFORMANCE

OBJECTIVE

PERFORMANCE THRESHOLD SURVEILLANCE

METHOD

4, 5 Minimal disruption of projects/ programs supported

Service provided with no disruption for duration of

TO

E: Service provided with no disruption for the duration of Task Order

To be determined at the TO level

VG: Service Provided with no more than 5 business days disruption for duration of Task Order S: Service provided with no more than 6- 10 business days minimal disruption for duration of Task Order M: Service provided with no more than 11-15 business days disruption for duration of Task Order U: Service provided with >15 business days disruption for duration of Task Order

3.3, 3.5, 4.2, 4.3, 4.5, 4.8, 4.15, 5.2, 6.4

Deliverable Document Reviews

Delivered on schedule. E: Required deliverables submitted 3 business days ahead of schedule and error free

To be determined at the TO level

VG: Required deliverables submitted 1 business day ahead of schedule and error free S: Required deliverables submitted on schedule. Necessary rework accomplish within 2 business days M: Required deliverables submitted no more than 2 business days late. Necessary rework accomplish within 7 business days U: Required deliverables submitted 4 or more business days late and required rework requires more than 10 business days

3.3, 3.5, 4.2, 4.3, 4.5, 4.8, 4.15, 5.2, 6.4

Contractor prepared documents are accurate.

Documents are delivered on schedule.

E: 0-1 errors, delivered on schedule. To be determined at the TO level

VG: 2-4 errors, delivered on schedule.

Necessary rework accomplished within 1 business day.

S: 5 compliance errors per review, delivered on schedule. Necessary rework accomplished within 1 business day M: 6-7 errors. Necessary rework accomplished within 3 business days

U: 8 or more errors. Necessary rework takes 4 or more business days

3.3, 3.5, 4.2, 4.3, 4.5, 4.8, 4.15, 5.2, 6.4

Management of Deliverables and Reporting

Submitted on due date as specified in the PWS

E: Submitted on or before due date as specified in the PWS

To be determined at the TO level

VG: Submitted 1-2 business days past due date as specified in the PWS S: Submitted 3-5 business days past due date as specified in the PWS M: Submitted 6-9 business days past due date as specified in the PWS U: Submitted later than 10 business days past due date as specified in the PWS

8 GENERAL INFORMATION (HE and U)

8.1 Contract Holidays: The prices/costs in Section B of the contract include holiday observances; accordingly, the Government will not be billed for such holidays, except when services are required by the Government and are actually performed on a holiday. Holidays in addition to those reflected in this contract, which are designated by the Government, will be billable provided the assigned Contractor employee was available for performance and was precluded from such performance.

The following days are contract holidays:

New Year's Day 01 January Martin Luther King, Jr. Day Third Monday of January President's Day Third Monday of February Memorial Day Last Monday in May Independence Day 04 July Labor Day First Monday in Sept Columbus Day Second Monday in October Veteran's Day 11 November Thanksgiving Day Fourth Thursday in November Christmas Day 25 December

8.2 Notification Requirements: The contractor shall return the Common Access Card (CAC) to security and notify the COR in writing within 24 hours once the contractor's employee no longer works on an AFCEC project.

Notification is to be specified in individual TOs.

8.3 GOVERNMENT DOWN TIME FOR VARIOUS AUTHORITIES INCLUDING THE PRESIDENT,

SECRETARY, SECRETARY OF DEFENSE, SECRETARY OF THE AIR FORCE, AFIMSC, AFICA,

AFCEC/CL AND 772 ESS/CC

8.3.1 Base/installation closures may occur for any reason. The Center or Base/Installation Commander may elect to close all or part of the base/installation for any reasons such as time-off award, base open house emergency, etc.,

8.3.1.1 Contractor shall be officially dismissed upon notification of a base/installation closure in accordance with paragraph b. Contractor shall promptly secure all government furnished property appropriately and evacuate in an expedient but safe manner.

8.3.1.2 In the event of a base and/or installation closure due to emergency or non-emergency, the Contractor and Contracting Officer shall jointly choose a course of action. That option can generally include one of the following:

If there is a need for the service during the base/installation closure and there is sufficient government supervision, the contractor may continue on-site work. The Contractor shall bill the Government in accordance with the contract.

If there is a need for work during the base/installation closure, but there is either not sufficient government supervision or access will not be available, the contractor may work off-site at an alternate duty location, provided meaningful work may be accomplished. The Contractor shall certify to the Government by letter within five (5) business days of returning on-site the nature and scope of the work completed off-site. The Contractor shall bill the Government at the labor rates specified in the contract.

If there is no need for the service during the scheduled base/installation closure, the contractor shall not work on or off-site at an alternate duty location. The Government may grant a time extension in each task order delayed by the closure or equal to the amount of time of the closure, subject to the availability of funds. The Government will not be liable for time not worked.

If there is no need for the service during the period of closure, the parties may agree to a decrease in the contract price that is commensurate with the value of the work not performed.

8.3.2 Base/Installation Closure Notification Procedures:

8.3.2.1 After an official decision to close a base/installation has been made by the Base/Installation Commander, local television and radio stations will be notified of the closure.

8.3.2.2 The contractor is directed to listen or watch one of the local radio or television stations for notification of a base/installation closure. Contractor should follow instructions intended for non-essential personnel.

8.3.2.3 The contractor will not receive any other form of notification of a base closure from the Government. The contractor is responsible for notification of his employees.

8.3.2.4 If the decision to close all or part of the base/installation is made during the duty day, and the Base/Installation Commander's decision is transmitted through official notification channels, the contractor shall follow the instructions as given.

8.3.3 Alternate Duty Location:

8.3.3.1 Upon coordination with the Contracting Officer, the contractor shall establish an alternate duty location(s) (i.e., corporate office, secure space, etc.), for performance, as a contingency in the event of base/installation closures as described above or health and/or safety issues that affect physical performance from the onsite location identified in the PWS.

8.3.3.2 The Contracting Officer may authorize performance at the alternate duty location at no additional cost to the Government during base/installation closure or while the health/safety issue is resolved. While performance is authorized at the alternate duty location, the Contractor shall:

Submit projected work schedules of personnel operating at alternate duty locations.

Coordinate day-to-day work activities with the applicable work centers and address any significant issues or deviations to the Contracting Officer as required.

Provide a certification statement indicating that contractor personnel completed the local government organization process to utilize government equipment at an off-site location.

Provide a certification statement that activities at an alternate duty location will be at no additional cost to the Government and provide contact information.

Confirm for each location that secure internet access is available. Per DoD and Air Force rules the use of public internet access is not allowable. All duty locations need to provide a level of security and privacy commensurate with the project needs (e.g. personnel should not work on FOUO materials in a public space where said materials can be readily seen).

8.3.3.3 The contractor shall ensure that all contractor employees who might need to work at an alternate duty location during the performance of this contract follow AFIMSC’s/AFCEC’s rules and procedures regarding the issuance, tracking, and use of government laptops and related equipment.

8.4 Hours of Operation: The normal hours of work (unless otherwise stated) are from 7:30 a.m. to 4:30 p.m., Monday through Friday, excluding holidays. The lunch period for contractors requiring escorts is from 11:30 a.m. to 12:30 p.m. Access to work sites may be restricted to these hours and days. For work during other than normal hours of work the Contractor shall submit, in writing, for the CO's approval, a notice of any period of scheduled work other than the normal hours of work specified above. This notice shall be submitted not less than three (3) work days prior to each period of work scheduled at times other than normal hours of work including Federal holidays.

8.5 Cooperation with Other A&AS Contractors: The AFCEC has been assigned the responsibility of providing the necessary management control over the effort in this contract. In performance of this contract, the contractor will cooperate with other contractor(s) by providing authorized personnel, subject to applicable security and disclosure regulations, access to any and all technical or cost data concerning work under this contract. No contractor personnel are authorized to direct other contractors in any manner. Modification, realignment or redirection of the contractor’s technical efforts and/or contract requirements shall be made only by written direction of the CO.

9 TRAVEL REQUIREMENTS (HE and U)

9.1 Travel within the United States will be required and will be specified in each individual TO. All travel costs will be based on the current Federal Travel Regulations http://www.gsa.gov/federaltravelregulation. The Government shall not reimburse the contractor for any travel over the FTR rates for the specific location. It is the responsibility of the contractor to have the necessary credentials prior to traveling. Additionally, the Contractor shall be required to coordinate travel with the Contracting Officer Representative (COR) and the Contracting Officer (CO) before traveling.

9.2 Contractor shall propose the G&A percentage IAW with their standard accounting practices and provide back-up documentations for the requested rate for evaluation/negotiation of each TO under this IDIQ. Only one negotiated G&A rate will be allowed under each TO (prime/subcontractor). The Government will reimburse the contractor for G&A at the negotiated rate. If the subcontractor performed the travel and adds the negotiated G&A rate, there will be no G&A charge allowed from the prime.

9.3 Process to Obtain Travel Approval: The Contractor shall submit travel requests and an appropriate justification to COR. The justification shall include the following details:

9.3.1. The Travel Request must state the (1) name of the traveler, (2) purpose of travel, (3) name of the individual representing the requirement activity that requests travel occur, (4) Performance Work Statement Paragraph that travel supports, (5) the number of days, including travel, anticipated.

9.3.2. Include the pricing for at least three airlines, three hotels within per diem parameters, and three rental car agencies, if appropriate.

9.4 Upon determination that travel is appropriate and funds are available in the applicable contract CLIN, the COR shall document concurrence and recommend the proposed travel for approval. The COR shall submit the Travel Request and corresponding approval document to the CO for final concurrence. The CO will reply to the Contractor and the COR with final determination.

10 SECURITY (HE and U)

10.1. Security Facility Clearance Requirements: The Contractor must possess or obtain an appropriate facility security clearance (Secret) prior to performing work on a classified government task order. If the Contractor does not possess a facility clearance, the government will submit a request to DCSA to process a prospective contractor for FCL based on the requirement to access classified information. At a minimum the contractor will submit CSA-designated forms, process key management personnel for PCL’s and appoint a U.S. citizen employee as the FSO.

10.2. Security Clearance: All contractor personnel require a minimum of a T1/SF85 previously known as NACI/SF85 for any position that requires access to the internet, use of automated systems or unescorted entry into restricted or controlled areas prior to reporting for duty in support of any task order. There will be a requirement for a minimal number of contractors to have a SECRET clearance to accomplishment of this TO.

For T1/SF85 clearances, the investigation is not for a security clearance; it is for a position of trust. This is a mandatory requirement set forth in DoD 5200.1-R and AFI 16-1405 Information Security. All documentation required for security certification shall be the responsibility of the contractor. No foreign nationals shall be employed for any task order issued under this contract without prior approval of the Government.

10.3. Non-Disclosure. The contractor staff will be exposed to AFCEC’s near term and long-term requirements data. Government data accessed under this task order must be protected from disclosure and may only be accessed (situational telework is special case that must be approved in writing), utilized and stored on government equipment and in government facilities. Data includes all information and software, regardless of the medium (e.g. electronic or paper) and/or format in which the data exists, and includes data, which is derived from, based on, incorporates, includes or refers to Privacy Act Data, unclassified sensitive data, or classified data. Any data which is derived from, based on, incorporates, includes or refers to sensitive data shall be treated accordingly.

Failure to adhere to the non-disclosure agreement will result in immediate facility access termination. The Contractor shall provide an appropriate, qualified replacement within 15 working days of notification of any termination action.

10.3.1. Non-Disclosure Agreement (NDA) - Due to the sensitive nature of the data and information being worked with on a daily basis, the contractor shall provide a NDA for each on-site contractor personnel to ensure information that is considered sensitive or proprietary is not compromised. The NDA at a minimum must state:

“I do solemnly swear or affirm that I will not divulge, publish, or reveal by word, conduct, or any other means, such information or…