A23 - HQ003420R0230 - Amendment Five - Final.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83)

Prescribed by GSA

FAR (48 CFR) 53.243

The purpose of this amendment is to:

1. Provide questions and answ ers.

2. The PWS, Sections L and M are updated accordingly.

While offerors are required to reivew the solicitation closely for changes, there are signif icant changes to how the project manager is to be proposed, the small business commitment plan submission, and the facility clearance submission.

1. CONTRACT ID CODE PAGE OF PAGES

Y 1 54

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY 29-Jun-2020

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street, County, State and Zip Code) X HQ003420R0230

X 9B. DATED (SEE ITEM 11)

10-Jun-2020

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer is extended, X is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE

RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

29-Jun-2020

CODE

WHS - ACQUISITION DIRECTORATE

4800 MARK CENTER DRIVE, SUITE 09F09

ALEXANDRIA VA 22350-0002

HQ0034 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

HQ003420R0230

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION SF 1449 - CONTINUATION SHEET

The following have been added by full text:

QUESTIONS AND ANSWERS

6.4.1 Project Manager (52 Hours) Page 16 states

“The Contractor shall provide a Project Manager

(PM) to …”

Factor 1 – Personnel Page 42 states “The quoter will demonstrate a plan to provide program support to

ODASD(Energy) through a program lead. Explain how the quoter shall assist the ODASD(Energy) in executing the programs by providing a level of expertise based on experience at the OSD, Joint

Staff, Defense Agency and Service levels to serve as members of IPTs / Workshops / Boards as directed by the Government and provide the staffing necessary for the ODASD(Energy) to function as a credible voice in key oversight bodies.”

No page count is defined to provide a plan to provide program support to ODASD(Energy) through a program lead / Project Manager. Will the government provide a page count to answer this question? If not, how is this question to be answered in Factor 1?

Since this question was provided, the solicitation has been revised.

Section 6.4 states “All contractor proposed personnel shall have the appropriate security clearances, on or before the proposal due date, not later than the proposal due date.”

Personnel that will work on the contract do not require the appropriate clearance until they start work. Any action to align a non-employee’s personal security clearance in the JPAS/DISS Joint

Verification System to meet contract RFP requirements will notify non-employee’s companies that the individual has agreed to potential employment elsewhere. This JPAS JVS action could cause the employee to be terminated from their present employer without guarantee of follow-on employment.

Will the Government consider modifying this requirement to be the start date at ODASD (Energy)?

The proposed personnel must have the applicable clearance at the time the solicitation closes. The proposed personnel need not be cleared to the specific compartment for DASD

Energy, but must have a TS/SCI elsewhere.

The notice on SAM lists the NAICS code as 541611

Administrative Management and General

Management Consulting Services. The Draft PWS

Form 1449 and Section L Page 40 list the NAICS code as 541330 Engineering Services. NAICS code

541330 is a more appropriate NAICS code for this solicitation because all but one of the nine positions require specific highly technical skills/ experience and the PWS tasks associated with those positions are technical in nature. NAICS 541330 would also provide a broader section of industry for contract competition since it encompasses industry primarily engaged in applying physical laws and principles of engineering in the design, development, and utilization of machines, materials, instruments, structures, processes, and systems.

Would the Government consider updating the listing on SAM to reflect the more appropriate NAICS code and release the Final Draft with the associated legacy

SIN 871-3 on the MAS schedule?

The Government has considered this and has determined that the NAICS Code is appropriate as it stands.

PWS Paragraph 6.4 Personnel states “The contractor shall be required to have personnel on-site at the beginning of the contract, as well as to provide extensive reach-back capability to assist with policy development, analysis, workload surge requirements, and other necessary support.” FAR 16.202-2 states that a firm-fixed-price contract is suitable for acquiring commercial items or for acquiring other supplies or services based on reasonably definite functional or detailed specifications when the contracting officer can establish fair and reasonable prices at the outset. Having an open-ended/undefined requirement for reachback as stated in the PWS does not meet the intent of the FAR.

Does the Government intend to issue a separate

T&M CLIN with a defined number of hours and skill mix that establishes a “pool” for reachback/surge work to be used only when directed by the

Government?

The solicitation has since been revised to include estimates of the number of deliverables required. The Government does not believe that this constitutes an undefined requirement, as estimates have been provided.

RFP: L.1.4.3, Factor 1

Section 1.4.3 Table indicates 2 pages per resume using the prescribed resume template. However, Factor 1 – Personnel states:

“The quoter will demonstrate a plan to provide program support to ODASD(Energy) through a program lead. Explain how the quoter shall assist the

ODASD(Energy) in executing the programs by providing a level of expertise based on experience at the OSD, Joint Staff, Defense Agency and Service levels to serve as members of IPTs / Workshops /

Boards as directed by the Government and provide the staffing necessary for the ODASD(Energy) to function as a credible voice in key oversight bodies.”

This language indicates that the quoter should include a plan to provide program support, however, there is no page allocation to address such requirement. Would the Government allow 3 pages to allow the quoter to provide a response?

The solicitation has been revised and no longer contains this requirement.

SF1449: Block 8 and Section L: 1.3

Block 8 Indicates offer due 12 PM on 25 June 2020.

The instructions on page 40 or 53 (Section L) indicates the due date for proposals is 12 PM on 24

June 2020. Please clarify.

The due date has been extended, and the Government believes that all dates are now consistent.

PWS: Scope Section 1.3 and Sections 6.4

The workload...”inclusive of nine (9) full-time analyst Key Personnel positions out-lined in PWS

Section 6.4.1”. Section 6.4 identifies 5 of the 9 positions to be con-sidered ‘key’. Please confirm that only 5 of the 9 positions are considered key per-sonnel.

Confirmed

Instructions: Section L: Para 1.4.5 and Factor 6

Para 1.4.5 states propose on base period of 6 months.

Factor 6 for evaluation states “The Quoter shall provide their firm-fixed price for this task order provided for the base six month period and all option years in an Excel file. The Task Order will have

Base Period of 12 months, Option Year 1 for 12 months, Option Year 2 for 12 months, Option Year 3 for 12 months, and Option Year 4 for 12 months.

Please clarify the expectation for the base period.

The solicitation has been revised to correct this error. The period of performance for the base period is twelve months.

Evaluation Factor 6: page 48 of 53

States a plug-in number for CLIN 0004. Please confirm there will be no CLIN 0004?

The solicitation has been revised to remove this typographical error.

PWS: Section 6.2 6.2

Facility Clearance states: “The Contractor shall possess on or before the proposal due date a current/active SECRET facility clearance from the

Defense Security Service”.…..but….

Evaluation Factor 5 states (page 47 of 53) “The

Quoter shall possess and maintain a Top Secret

Facility Clearance”.

Please clarify and confirm the facility security requirement.

The facility clearance must be equal to the highest clearance of the billet to which the offeror will provide the labor. A subcontractor providing labor must have a facility clearance equal to the individual being proposed and the requisite facility clearance documentation as required by

Sections L and M must be submitted.

PWS Para 6.1

Indicates that personnel “shall have and maintain a current/active Secret clearance and must be able to obtain and maintain a current/active TS/SCI”. Not all positions require a TS/SCI (Policy Analyst only requires a SECRET based on 6.4.2). Please confirm that personnel currently with active Secret clearance

(based on NACLC or SSBI for Policy Analyst position), or Secret (based on SSBI) and those active at TS or TS/SCI level are acceptable for clearance purposes upon submittal.

Personnel submitted must have a current active security clearance at the level required for the applicable billet at the time the solicitation closes.

PWS Para 6.1

The paragraph states “as well as have access to secure voice capability compatible with current DoD secure voice systems”. Does a STE meet the secure voice system requirements? (If not, please provide documentation of where to find the requirements or explain the requirements)

Yes, a STE meets the requirements.

RFP L, Factor 1 L, Factor 6 M.2.2 L, attachments table

Throughout the RFP there are references to attachments which cannot be found. Specifically relating to the Past Performance Questionnaires, Staffing Plan Template, Price Template, and Resume

Template

“The Quoter shall initiate the Past Performance

Questionnaires (see Attachment 3) for each of the projects used above.”

Quoters are to include the attached “Staffing Plan

Template.”

Quoters must use the attached Excel “Price

Template.”

Complete the resume template for each key personnel quoted to meet PWS requirements. State the clearance level of all personnel.

The Government will evaluate the resume templates and staffing plan in accordance with the table below

2 Pages per individual quoted, using prescribed resume template.

Where are these templates to be found? Provided they have yet to be released, when can their release be anticipated for?

The solicitation has been revised. The resume template is no longer required, but the price template and staffing plan template are now provided.

RFP L, Factor 1

In section L, Factor 1 submission instructions, there is mention of providing “program support to

ODASD(Energy) through a program lead” and

“Quoters must designate which key personnel is to meet the requirements at Section 6.4 for the program lead.” Is the Project Manager (6.4.1) role the equivalent of the program lead?

The solicitation has since been revised to make this more clear. The project manager is now the term used throughout.

RFP PWS 6.4.3, 6.4.4

Section numbering 6.4.3 and 6.4.4 are repeated.

Please confirm the correct subparagraph numbers for

Section 6.4 are 6.4.1–6.4.7.

This appears to have been corrected in the final solicitation.

RFP L, Factor 1

In resume requirements, do all projects listed on the resume require POC information?

The instructions have been revised. A POC is no longer required, but other information (including but not limited to the name of the employer) is.

RFP Section M

While there are evaluation criteria put forward for

Factors One thru Four (Four being mislabeled as

Five), there is an absence of evaluation criteria presented for Factors Five and Six respectively.

Can we expect additional guidance on how Factors

Five and Six will be evaluated?

The solicitation has been provided, and additional clarifying information has been provided.

RFP Section M

Order of Importance: Factor #1 is more important than Factor #2. Factor #2 is more important than #3.

When considered together, Factors #1, #2, and #3 are more important than Factor #4 and Factors 1,2,3, & 4 are more important than Factor 5. Factor 6 is pass/fail and a quoter who fails factor 6 will not be evaluated further and will be ineligible for award.

This description is confusing on the relative importance of each factor. And is Factor 6 (Price) evaluated as pass/fail correct? Please clarify/correct.

The Government considers this language to be somewhat complicated but nonetheless clear. It is also hesitant to provide further clarifying comments. The RFP's description of the relative weight of factors stands on its own.

In assessing the Facilities Related Control Systems

(FRCS) Cybersecurity Analyst requirements (PWS

6.4.5), the stated required experience level significantly limits the pool of viable candidates.

Would the government consider DoD Approved

8570 Baseline Certifications in lieu of the specific degrees listed? The current degree requirements limit the qualified candidate pool who possess relevant expertise through applicable 8570 certifications.

No. OSD operates at the strategic, policy and governance level. The certifications do not meet the requirement as stated by the Government.

Additionally, for the same FRCS positions, would the government consider relaxing the Three (3) + years OSD/Service staff/Joint Staff experience to include experience at Echelon 2 / Major Commands or other DoD and Services major agencies and activities (for example, AF Civil Engineering

Command, NAVFACENGCOM, etc.) where similar

Cybersecurity oversight, policy and PPBE requirements exist?

OSD/Service Staff/Joint Staff experience is preferred but the

Government will consider Echelon 2/Major Command experience to meet the requirement.

Page 1 of the Revised Draft PWS has a proposal due date of “12:00PM 25 June 2020”. Page 45 of the

Revised Draft PWS has a proposal due date of “June

24, 2020 at 12:00PM Eastern Time”. What date is the proposal due?

The due date has been extended, and the Government believes that all dates are now consistent.

Can you please verify the response due date? Section

L.1.3 lists the due date as June 24, 2020 at 12:00 p.m. Eastern Time. The solicitation webpage and page 1 of the draft RFP list the due date as Jun 25, 2020 12:00 pm EDT.

The due date has been extended, and the Government believes that all dates are now consistent.

Section L.1.4.5 of the draft RFP states that no pricing info should go into Volume 1, however, Section 2.1 of the Small Business Commitment Document asks for pricing information. To comply with these requirements, we plan to insert language that refers to pricing in Volume 2 of the response. Please verify that this approach is compliant.

The Government will modify the RFP to indicate that the

Small Business Commitment Document will be submitted twice, once in Volume 1 with pricing and once in Volume 2, without pricing.

Please confirm that the base period should be 12-months. Many references, including Section 1.6

(Period of Performance), state the base period as 12 months, while Section 1.4.5 (Pricing Data) states there shall be a base period of 6 months

The solicitation has been revised to correct this error. The period of performance for the base period is twelve months.

Evaluation - Factor 6: page 53 of 59 - States a plug-in number for CLIN 0004. Please confirm there will be no CLIN 0004?

This is a typographical error and will be corrected.

PWS - Section 6.2:

Facility Clearance states: “The Contractor shall possess on or before the proposal due date a current/active SECRET facility clearance from the

Defense Security Service”.…..but….

Instruction Factor 5 states (page 51 of 59) “The

Offerer shall possess and maintain a Top Secret

Facility Clearance”.

Please clarify and confirm the facility security requirement.

And do you only want the self-certification letter for the Prime?

The facility clearance must be equal to the highest clearance of the billet to which the offeror will provide the labor. A sub providing labor must have a facility clearance equal to the individual being proposed and must be included. The instructions are updated accordingly.

PWS - Para 6.1:

Indicates that personnel “shall have and maintain a current/active Secret clearance and must be able to obtain and maintain a current/active TS/SCI”.

Please confirm that a Secret clearance for all personnel is acceptable for proposal submission.

Those positions requiring TS/SCI eligibility will be based on SSBI and hence able to obtain and maintain a current/active TS/SCI.

All personnel must have the applicable clearance at the time of solicitation closing. A Secret clearance is only acceptable for the policy analyst. The Government notes that this is ambiguous, and the PWS is updated accordingly.

PWS - Para 6.1:

The paragraph states “as well as have access to secure voice capability compatible with current DoD secure voice systems”.

Please confirm that STE meets the secure voice system requirements? (If not, please provide documentation of where to find the requirements or explain the requirements)

Yes, a STE meets the requirements.

RFP - Section M:

Order of Importance: Factor #1 is more important than Factor #2. Factor #2 is more important than #3.

When considered together, Factors #1, #2, and #3 are more important than Factor #4 and Factors 1,2,3, & 4 are more important than Factor 6. Factor 5 is pass/fail and a quoter who fails factor 5 will not be evaluated further and will be ineligible for award.

This description is confusing on the relative importance of each factor. Please clarify/correct.

(For instance, is Factor 4 more important than 1, 2 or

3 alone? Is Factor 6 more important than 1…or any other factor individually?)

The Government considers this language to be somewhat complicated but nonetheless clear. It is also hesitant to provide further clarifying comments. The RFP's description of the relative weight of factors stands on its own.

RFP - Section L, Factor 3 Past Performance

Requirements:

The Offerer shall initiate the Past Performance

Questionnaires (see Attachment 3) for each of the projects used above.

There was no PPQ attached.

A PPQ will be provided.

Att 2 - Price Template (OY1-4 Tabs):

Tabs for OY1 to OY4 has a block labelled GSA

Contract number. Since this same field is not on the summary or Base Year tabs please confirm it may be removed in the template.

This is correct. The GSA contract number will be removed.

RFP - Evaluation Criteria, Section M, Factor 6

Factor 6 – Price

“The Offeror shall provide their firm-fixed price for this contract provided for the base six month period and all option years in an Excel file. The contract will have Base Period of 12 months,….”

Please confirm the base period is 12 months.

The base period is twelve months, and the solicitation is updated accordingly.

RFP - 6.4.2 (pg 22)

The RFP reads:

Bachelor’s Degree in: Operations Research, Engineering, Mathematics, Economics or

Management Science, or 10 or more years’ commensurate professional experience in DoD

Engineering (Systems or Energy Engineering Field) or DoD Operations Research or more years analytic experience. Experience developing DoD models and simulations

Please confirm what is meant by the phrase “or more years”.

This means at least 10 years but, could be more years of commensurate professional experience.

PWS - Section L:

References an Attachment 3 Past Performance

Questionnaire and Attachment 5 Small Business

Commitment Document. When will these

Attachments be provided?

These attachments were inadvertently omitted from the solicitation and are now included.

The Past Performance Questionnaire attachment was not provided. Does the government plan to provide the attachment

This attachment was inadvertently omitted and is now included.

Can you please verify the response due date? Section

L.1.3 lists the due date as June 24, 2020 at 12:00 p.m. Eastern Time. The solicitation webpage and page 1 of the draft RFP list the due date as Jun 25, 2020 12:00 pm EDT.

The new due dates are listed in the solicitation, and the

Government believes that they are now consistent.

Section L.1.4.5 of the draft RFP states that no pricing info should go into Volume 1, however, Section 2.1 of the Small Business Commitment Document asks for pricing information. To comply with these requirements, we plan to insert language that refers to pricing in Volume 2 of the response. Please verify that this approach is compliant.

The Government will modify the RFP to indicate that the

Small Business Commitment Document will be submitted twice, once in Volume 1 with pricing and once in Volume

2, without pricing. Percentages are acceptable in Volume 1.

Please confirm that the base period should be 12-months. Many references, including Section 1.6

(Period of Performance), state the base period as 12 months, while Section 1.4.5 (Pricing Data) states there shall be a base period of 6 months.

The base period is twelve months, and the solicitation is updated accordingly.

The following have been modified:

PWS

PWS

Part 1: GENERAL INFORMATION

1.1 Background

Following the establishment of the Office of the Under Secretary of Defense for Acquisition & Sustainment

(OUSD(A&S)), the Office of the Deputy Assistant Secretary of Defense for Operational Energy and Office of the Deputy Assistant Secretary of Defense for Installation Energy were combined into a single office, the

Office of the Deputy Assistant Secretary of Defense for Energy (ODASD(E)). The ODASD(E) sustains warfighting readiness and lethality by providing all energy-related policy and governance for programs and activities that enable resilient, efficient, and cyber-secure energy for Joint forces, weapon systems, and installations.

The ODASD(E) is currently divided functionally into six portfolios:

This PWS describes the support required. Specific support and deliverable requirements for this work are identified in the tasks listed in Section 5.4.

DASD(Energy)

Installation Energy Resilience

Energy Performance

Operational Energy Resilience

Risk Management

Facility-Related Control Systems

Cybersecurity

Policy/Emerging Technology

1.2 Objectives

This PWS provides the ODASD(E) with, analytical, technical, and program management support to enable effective execution of the ODASD(E) mission and supporting activities.

The contractor shall provide all personnel, equipment, tools, materials, supervision, and other items and non-personal services necessary to perform project management support as defined in this Performance Work

Statement (PWS) except as specified in Part 3 as government furnished property and services for the

ODASD(E) The contractor shall perform to the standards in this solicitation.

The support provided in accordance with (IAW) this PWS will assist multiple entities within the Department of Defense to integrate energy considerations into their resilience, operational planning, cyber and execution responsibilities and develop mechanisms for overseeing implementation.

1.3 Scope

The task areas in this PWS require the contractor to provide in-depth knowledge and technical expertise in the areas of Installation Energy Resilience, Operational Energy Resilience, Energy Efficiency, Alternative

Energy, Utilities, Energy Risk Management and Facility Related Control Systems Cybersecurity. The contractor will work collaboratively with appropriate elements of the Office of the Secretary of Defense

Staff, Combatant Command, Joint Staff, Military Service, Defense Agency and other Federal Agency officials and staffs. The contractor shall provide specialists with strategic planning, analysis, programming, and functional expertise, and have the ability to employ a rigorous analytical approach to assist in identification of objectives, assessment of current capability, area performance and standards, and development of options for closing gaps in all programs falling under the purview of the ODASD(E). Part 5 of this Performance Work Statement provides each specific task to be performed.

1.4 Place(s) of Performance

The contractor is responsible for providing support between the hours of 8:00 am to 5:00 pm Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Contractor shall at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this PWS when the

Government facility is not closed for the above reasons. These locations include Government Sites within the

National Capital Region; however, other off-site locations and telecommuting arrangements are allowable work locations upon the Government Representative approval. The Contractor may be designated to work at an alternate Government location within the National Capital Region to support contingency operations during actual emergencies and emergency exercises. When hiring personnel, the Contractor shall make every effort to minimize turnover and ensure that the stability and continuity of the work force.

1.5 Recognized Holidays:

New Year’s Day Labor Day

Martin Luther King Jr.’s Birthday Columbus Day Washington’s

Birthday Veterans Day

Memorial Day Thanksgiving Day

Independence Day Christmas Day

1.6 Period of Performance

The period of performance shall be for one (1) base period of twelve (12) months and four (4) 12-month option periods.

1.7 Applicable Documents

Publications Title

10 US Code Section 138c Assistant Secretary of Defense for Operational

Energy Plans and Programs

10 US Code Chapter 173, Sections 2911-2926 Energy Security

Public Law 110-140

“Energy Independence and Security Act of 2007,”

December 19, 2007

Public Law 109-58 “Energy Policy Act of 2005”, August 8, 2005

42 US Code Chapter 77 Energy Conservation

42 US Code Chapter 81

Energy Conservation and Resource Renewal

42 US Code Chapter 91 National Energy Conservation Policy

DoD Directive 5134.15 Assistant Secretary of Defense for Operational

Energy Plans and Programs

DoD Operational Energy Strategy Department of Defense Energy for the

Warfighter

DoDI 4140.25 DoD Management Policy for Energy

Commodities and Related Services

DoD Directive 4170.11 Installation Energy Management

DoD Directive 4120.11 Mobile Electric Power Systems

DoD Directive 4180.01 DoD Energy Policy

DoD Policy and Guidance issued via memoranda Applicable to related energy/utilities areas

Chairman of the Joint Chief of Staff

Instruction 3170.01G

Operation of the Joint Capabilities Integration and Development System

DoDI 5000.02 Operation of the Acquisition System

National Defense Strategy (current version) N/A

NIST SP 800-171

“Protecting Controlled Unclassified Information in Nonfederal Systems and Organizations”

Part 2: DEFINITIONS

PWS: Performance Work Statement

Contracting Officer’s Representative (COR): A representative from the requiring activity assigned by the

Contracting Officer to perform surveillance and to act as liaison to the contractor

Defective Service: A service output that does not meet the standard of performance associated with it in the

Performance Work Statement.

Quality Assurance Surveillance Plan (QASP): An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

Quality Control: Those actions taken by a contractor to control the performance of services so that they meet the requirements of the PWS.

Quality Assurance: Those actions taken by the government to assure services meet the requirements of the Performance Work Statement.

Part 3: GOVERNMENT FURNISHED

The government shall provide only the facilities, equipment, materials, and/or services listed below. Performance of this effort may require the contractor to access and use data and information proprietary to a Government agency or Government contractor which is of such a nature that its dissemination or use, other than in performance of this effort, would be adverse to the interests of the Government and/or others. The contractor, its employees, subcontractors and consultants may be required to sign a non-disclosure agreement and must not disclose this information to persons other than Government personnel necessary for contractor to perform the services except upon prior written approval from the Contracting Officer.

At the request of the Government, or at completion of this effort, the contractor must immediately return any

Government-provided property, including any equipment, specialized or off-the-shelf software, and all other property provided by the Government for the contractor to use to complete this effort.

3.1 Information

The government will provide the contractors with access to relevant government facilities, studies, reports, data, and key staff as required to perform the Tasks contained in this PWS. The government will provide timely feedback and comments on contractor draft and final deliverables within ten (10) working days of receipt, to ensure final deliverables are received in a timely manner.

3.2 Utilities

All utilities in the facility will be available for the contractor’s use in performance of duties outlined in this

PWS. The Contractor shall instruct employees in utilities conservation practices. The contractor shall be responsible for operating under conditions that preclude the waste of utilities.

3.3 Facilities

It is anticipated that all work will be performed on government sites, and space for 9 FTEs described in section 6.4

Personnel, will be provided by the government.

When applicable, the Government will furnish the necessary workspace for the contractor staff to provide the support outlined in this PWS to include desk space, telephones, computers and other items necessary to maintain an office environment. The contractor will be allowed access to the Government's facilities, as specified below:

Pentagon, to include issuance of building passes to qualified contractor personnel supporting these tasks.

Building pass/access requests shall identify the visit frequency requirement.

Additionally, the office will initiate activities support announcements and send these to appropriate service or agency points of contact to facilitate the contractor’s access related to specific task requirements. These announcements will identify access and support requirements related to the task. The office will work with the services/agencies and the contractor to ensure timely support needed to carry out directed activities.

Part 4: CONTRACTOR FURNISHED

Except for those items specifically stated to be government furnished in Part 3, the contractor shall furnish everything required to perform this PWS. In fulfillment of this effort, the Contractor will provide the deliverables identified in Section 7. All deliverables (including drafts and other work product necessary to prepare the deliverable) prepared or furnished by the Contractor under this contract are the Government’s sole property and shall not otherwise be used or disclosed by the contractor.

Part 5: SPECIFIC REQUIREMENTS

5.1 Specific Tasks

The contractor shall provide personnel with expertise necessary to discharge the tasks described. Provide program management support to ODASD(E) associated with policy, operational energy resilience, energy performance (i.e. energy efficiency, alternative energy, utilities), installation energy resilience, energy risk management, and facilities-related control systems cybersecurity.

The contractor shall provide program support to ODASD(E)’s designated portfolio lead. The contractor designated within each portfolio area shall:

Develop draft strategies, policy, guidance, plans and tools relating to a wide variety of DoD energy programs.

Provide a high level of expertise, based on previous experience at the OSD, Joint Staff or DoD

Component level, sufficient to facilitate or serve as members of IPTs / Workshops / Boards as directed by the Government. Support shall include leading and/or participation, developing agendas and presentations, preparing announcements, coordinating facilities, and preparing and maintaining meeting records to include summaries and minutes.

Provide support to ODASD(E) with resolving program/project execution issues.

Conduct reviews of existing statutes, policies, guidance, legislation, and project timelines to determine gaps, impacts, and risks.

Manage, analyze, and synthesize information for ODASD(E) staff consumption and consideration in support of key decision briefs and procurement actions.

Assist with tracking, reporting, and monitoring of energy initiatives to facilitate timely program execution and risk management.

Provide support in the areas of scheduling, review and editing of correspondence for consistency, grammar, and context, provide work flow management of initiatives and coordinate project objectives/reports.

Assist in the development of language to incorporate energy resilience concepts and principles for energy subject matter (petroleum, natural gas, alternative sources, electricity; generation, storage, and distribution) into the planning process and documents.

Assist in the development of models and simulations related to analyses of energy resilience of domestic, overseas, and contingency bases, along with weapons systems platforms.

Maintain spreadsheets and databases in Microsoft Excel, Access, or other tools, as needed – proficiency in

MS Excel is mandatory.

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

Provide support for website content development related to ODASD(E) policies, programs and initiatives.

Support meeting requirements from the GAO and DoD Inspector General, to include the preparing responses and progress updates to GAO and DoDIG audits and inquiries.

Support meeting requirements from Congress, including the preparation of materials for confirmation and testimony (advance policy questions, posture statements, questions for the record, requests for information); the review and analysis of energy equities in proposed and passed Congressional actions

(National Defense Authorization Acts, Appropriations, amendments); the development of credible, persuasive appeals to objectionable amendments and proposals; summarizing sufficiently significant objections for Statements of Administration Policy; providing informal views on proposed legislation;

developing, coordinating, and refining legislative change proposals; crafting written responses to requests for information from Congressional staff; developing, coordinating, and refining briefings to

Congressional staff; and evaluating, authoring, and coordinating formal responses (reports, briefings) to

Congressional reporting requirements.

In addition to the program support described under Section 5.1, the contractor will support areas

5.1.1 through 5.1.7 as follows:

5.1.1 Policy

Support the development, coordination, implementation, and/or revision of strategy, directives, instructions, doctrine, manuals, policy, and other guidance associated with operational energy, installation energy, and facility-related control systems cybersecurity.

Work with OSD, the Joint Staff, the Military Departments, Defense Agencies, and the interagency to provide coordinated, accurate, and timely support to OUSD(A&S) leadership.

As directed by the government staff, the contractor team shall use written products, quantitative approaches, and organize and execute effective working groups to execute policy support for ODASD(E).

Apply knowledge of existing statute, policy, and guidance for operational and installation energy to assist the ODASD(E) with developing, coordinating, and implementing formal DoD issuances (Directives, Instructions, Manuals, Doctrine), senior leader (USD/ASD/DASD) memoranda, and other strategy and guidance documents contributing to energy resilient forces and facilities.

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

Support ODASD(E) in the preparation of Public Affairs Office articles and interviews

(Deliverable 7.7) related to energy.

Develop newsletters and communications (Deliverable 7.7) related to ongoing DoD energy initiatives.

5.1.2 Risk Management:

Provide program support through participation in wargames and exercises to ensure energy limitations and constraints are considered in future force planning (Deliverable 7.5).

Provide assessments of the consequences of energy constraints and develop strategies to address gaps in energy requirements and develop metrics to measure success. (Deliverable 7.4)

Develop issue and white papers to inform policy and resourcing decision making. (Deliverable 7.4

Asses, analyze Service and CCMDs current and future concepts of operation, campaign and operational plans, force structure to inform energy related policy and resourcing decisions. Assessments should address requirement demands, sustainment capabilities, threats to US/allies/partners energy and energy logistics assets, and potential mitigation options. (Deliverable 7.4)

Review JCIDS documents for compliance with the energy Key Performance Parameter in the JCIDS

Manual. (Deliverable 7.4)

Represent ODASD(E) in Capability Based Assessments (CBAs) and Analysis of Alternatives (AoA) working groups and prepare DASD(E) for participation in AoA senior advisory groups and other JCIDS-related meeting. (Deliverable 7.5?)

Produce analytical products, draft policy, guidance and directives, meeting minutes, reporting documentation, and other products necessary for the management of ODASD(E) Risk Management program efforts. (Deliverable 7.2, 7.3, 7.4)

With support from the Operational Energy Resilience Team, develop a comprehensive Operational Energy

Knowledge Book (Deliverable 7.4) capturing all components of the global fuel laydown to include among others: fuel storage (DoD fuel infrastructure, commercial infrastructure, contracts, etc.), weapons systems laydown (i.e. blunt force), distribution (DoD provided, contract, etc.)

5.1.3 Operational Energy Resilience:

Develop, draft strategy, policy, plans and guidance related to a wide range of operational energy programs.

Provide expertise to comprehensively capture and keep current, the global fuel laydown for all AORs to enable identification of risks to DoD mission to inform energy resilience gaps.

Evaluate and analyze current and future infrastructure and distribution challenges to inform gaps in policy and resourcing. (Deliverable 7.4)

Develop issue papers and white papers on risks to mission to inform DoD leadership on gaps in policy and resourcing. (Deliverable 7.4)

Develop implementable solutions to close operational energy resilience policy gaps (Deliverable 7.4)

Provide comprehensive analyses (Deliverable 7.4)to inform appropriate OSD offices (e.g. ODASD(Plans and

Strategy) and CAPE) to ensure energy is included in posture, OPLANs and contingency base plans.

Develop draft policy (Deliverable 7.4)on Contingency Base Energy Planning requirements

Provide comprehensive analyses of future operational energy requirements to evaluate levels of resilience investments and alignment with requirements. (Deliverable 7.4)

Provide program management support for the evaluation of very small modular reactor technology to improve energy resilience at remotely located domestic installations. (Deliverable 74)

With support from the Risk Management Team, develop a comprehensive Operational Energy Knowledge

Book (Deliverable 7.4)capturing all components of the global fuel laydown to include among others: fuel storage (DoD fuel infrastructure, commercial infrastructure, contracts, etc.), weapons systems laydown (i.e.

blunt force), distribution (DoD provided, contract, etc.).

5.1.4 Installation Energy Resilience

Develop policy and provide oversight of activities to ensure energy resilience on military installations; energy resilience includes the ability to prepare for and recover from energy interruptions that impact mission assurance on military installations. Deliverable 7.4

Develop tools, methods, and procedures to ensure the appropriate planning and capabilities for available, reliable, and quality power to continuously accomplish DoD missions.

Provide support for Energy Readiness and Resilience exercises to include, providing on-site support at future ERRE’s and draft summary reports, briefings and information papers related to the exercises. (Deliverable 7.4)

Develop power availability, reliability, and quality metrics for critical energy requirements.

(Deliverable 7.4)

Provide in-depth analyses of power availability and reliability and develop quality metric with a great understanding of current industry standards and best practices. (Deliverable 7.4)

Provide in-depth evaluation of electrical engineering modeling and simulation tools for the development of products such as line drawings, and system design specifications.

(Deliverable 7.4)

Provide in-depth evaluation of energy business case analyses, life-cycle cost analyses and leveled cost of electricity best practices. (Deliverable 7.4)

Develop comprehensive briefings, issue papers, white papers related to DoD installation energy resilience initiatives. (Deliverable 74)

Support and as required, lead meetings on behalf of the ODASD(E) Installation Energy Portfolio manager. (Deliverable 7.4)

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

(Deliverable 7.5,)

5.1.5 Energy Performance

Provide program management and analyses of the Energy Resilience and Conservation

Investment Program (ERCIP). This includes: comprehensive analyses and evaluation of

ERCIP military construction project submissions using the following tools: multi-criteria optimization, project prioritization, life-cycle cost analysis; development of associated energy metrics and ERCIP program policy; development of executive-level communications, identification and development of lessons learned. (Deliverable 7.4, 7.5)

Provide program management and comprehensive analyses support for Federal Government

Technology Demonstration programs, including Environmental Security Technology

Certification Program, Green Proving Ground, Department of Energy Building Technologies, TechVal, ARPA-E, Directed Energy, CERL, Air Force Research Lab and Office of Naval

Research. (Deliverable 7.4, 7.5)

Support the development and drafting of the following: DoD Energy Efficiency Strategy, DoDI 4170.11 updates, Facilities Energy Manager Handbook, approaches to utilizing

Alternative Energy Authorities. (Deliverable 7.7)

Support policy initiatives across a wide variety of energy functions such as energy efficiency, alternative energy, metering, energy security and other energy related initiatives.

Provide comprehensive analyses support for annual Program and Budget Reviews.

(Deliverable 7.5?)

Support the development of Installation Energy Budget Exhibits (Specific experience in development of budget exhibits in DoD’s Select and Native Programming system).

Support the program management of Component Installation Energy Plans (Specific experience in the development of energy master plans as required by 10 USC 2911 and DoD policy).

Provide inputs to support reporting requirements in OMB Max. (Deliverable 7.2?)

Provide comprehensive expertise in the development of Energy Efficiency/Alternative

Energy Objectives/Goals.

Provide draft DoD energy inputs for the annual DoD Sustainability Implementation Report.

(Deliverable 7.?)

Provide program management and analyses support for CEQ Scorecard.

Provide program management and analyses support for a wide variety of energy programs to include among others: metering, energy benchmarking, demand response.

Provide program support for the oversight and management of energy projects developed using Third Party Financing mechanisms (Specific experience with evaluating Component energy performance savings contracts (ESPCs), utilities energy service contracts (UESCs), and alternative energy projects using the authority of 10 USC 2922a presented for OSD approval).

Develop comprehensive briefings, issue papers, white papers related to DoD installation energy initiatives. (Deliverable 7.4, 7.5, 7.7)

Support and as required, lead meetings on behalf of the ODASD(E) Energy Performance

Portfolio manager. (Deliverable 7.2, 7.3?)

The contractor shall possess experience with performing intensive data analytics using different methodologies including: sensitivity, data manipulation and trend analyses techniques. A high level of MS Excel and Access expertise is required.

Provide support for the following: Energy Exchange, World Energy Engineering Conference, DLA-Energy Worldwide Energy Conference. Efforts may include among others, coordinating planning efforts, facilitating workshop/conference activities, coordinating meetings and developing briefing materials. (Deliverable 7.2,7.3, 7.4, 7.5 7.7)

As required, analyze the directorate’s existing suite of program performance metrics.

Recommend improvements (e.g. normalization techniques) to the metrics and means to implement them in support of program objectives. (Deliverable 7.4)

As required, analyze and evaluate new technologies for incorporation into DoD design criteria and standards, utilities requirements, engineering life-cycle-cost estimates, engineering studies, and reports provided by other entities. (Deliverable 7.4)

As required, analyze Utility Energy Service Contracts, Energy Savings Performance

Contracts, Energy Resilience and Conservation Investment Program projects, Enhanced Use

Lease proposals, Alternative Energy proposals, Utility Acquisitions, and Utility Assessments.

(Deliverable 7.4)

As required, provide report writing support for the AEMRR, the Energy Performance Master

Plan, Installation Energy Plans, Presidential reporting requirements associated with

ESPC/UESC, and other energy related reporting requirements. (Deliverable 7.5)

Provide comprehensive evaluation of proposed alternative energy projects on military installations to ensure the development of a project does not impact mission, is the appropriate energy technology for installations and is cost effective. Working knowledge of a wide range of alternative energy technologies to include among others, solar, wind, biomass, geothermal, natural gas and nuclear. In addition, a demonstrated knowledge and understanding of Power Purchase Agreements (PPAs) using the authorities under FAR Part

41 and 10 USC 2922a and use of Enhanced Use Leases (EUL) and knowledge of financial markets for each technology is required. (Deliverable 7.4)

5.1.6 Facilities Related Control Systems Cybersecurity (FRCS):

Develop FRCS cybersecurity strategy, policy, guidance and tools. (Deliverable 7.4) Develop Budget Exhibits to capture Component FRCS cyber requirements for: inventory, assessments, mitigations and continuous monitoring. (Deliverable 7.4)

Analyses of Component PPBE inputs to identify resourcing gaps. (Deliverable 7.4) Develop policy requirements for FRCS Cyber Plans. (Deliverable 7.4) Evaluate and analyze Component FRCS Cyber Plan submissions to assess progress.

(Deliverable 7.4) Support annual FRCS Cyber Program Reviews.

Provide…