Notice_Attachment1__SOW_26_January_2018.pdf

U.S. Army Office of Energy Initiatives (OEI)/ U.S. Air Force Office of Energy Assurance (OEA)/ U.S. Navy (USN)

Bloomberg New Energy Finance (BNEF) Online Subscription

Statement of Work (SOW) As of 26 January 2018

1. General. In support of the U.S. Army Office of Energy Initiatives (OEI), U.S. Air Force Office of Energy Assurance (OEA), and U.S. Navy (USN), the Corps of Engineers, Huntsville Engineering and Support Center (USACE-HNC), has a requirement to acquire usage of an online subscription service to assist with their commitment to employing an enterprise-wide approach to initiate, execute and manage large-scale renewable energy projects on the U.S. Army installations and U.S. Air Force sites worldwide.

2. Scope. Online new subscription service should include items such as Research Notes, Analyst Reactions, Quarterly Outlooks, Conference Calls, Sector Specific Models and Data. The information from the subscription service could be used for planning, comparative analysis, project feasibility analysis and risk evaluation.

2.1. All Renewable Energy Insight:

2.1.1. Bioenergy: Provide information to assist OEI/OEA/USN staff, decision makers and contractors in planning & developing Bio-mass projects by obtaining/utilizing: (a) Technology economics/LCOE analysis (b) Asset valuation and finance models (c) Mergers and Acquisitions trends and valuation studies (d) Analysis of policy and regulatory impacts and CONUS level analysis for all major markets. (e) Demand & supply forecast models and (f) Biomass supply cost model.

2.1.2. Geothermal: Provide information to assist OEI/OEA/USN staff, decision makers and contractors in developing Geothermal projects by obtaining/utilizing: (a) Analyst reaction (b) Research note and (c) Market Outlook.

2.1.3. Hydro/Marine: Provide information to assist OEI/OEA/USN staff, decision makers and contractors in considering/developing Hydro/Marine projects by obtaining/utilizing:

(a) More Dam power in the Pacific Northwest and (b) Tidal and stream data.

2.1.4. Solar: Provide information to assist OEI/OEA/USN staff, decision makers and contractors in pursuing/developing/utilizing third party financing solar projects by obtaining/utilizing: (a) Analysis of policy and regulatory impacts. (b) Asset valuation and comparable. (c) Economic and cost analysis of solar generation. (d) Solar Spot Price Indexes-weekly pricing updates (e) Solar manufacturing plants database and (f) Solar projects database.

2.1.5. Wind: Provide information to assist OEI/OEA/USN staff, decision makers and contractors in pursuing wind projects by obtaining/utilizing: (a) Wind economics/LCOE analysis

(b) M7A trends and valuation studies (c) Analysis of policy and regulatory impacts (d) Market forecast for equipment supply and demand (e) Wind Turbine Price Index, an index of turbine prices on delivery and wind operations and maintenance index. (f) Wind turbine contract databases (g) Wind turbine manufacturing plants database and (h) wind project database.

2.2. Energy Smart Technologies Insight: Provide information to assist OEI/OEA/USN staff, decision makers and contractors in making decisions and/or developing renewable energy projects by obtaining information and/or data which includes U.S. continental clean energy RFP data base, U.S. power and fuel economics and the U.S. electric fleet data basis including following areas; (a) Energy Efficiency (b) Digital Energy and (c) Energy Storage/Fuel Cells (d) Advanced Transportation.

2.2.1. Energy Efficiency is provided by BNEF as covering energy efficiency from the perspective of demand management and energy management software and technologies. BNEF’s Dataset on the U.S. Electric Fleet will also continue to include the heat rates of individual generators.

2.3. All Carbon Markets Insight and,

2.3.1. EU ETS Carbon.

2.3.2. Global Carbon.

2.3.3. US REC Market.

2.3.4. North America Carbon.

2.3.5. Natural Gas.

2.4. Analytics Covered Within “Insight” Research Notes:

2.4.1. Levelized Cost of Energy (LCOE) for Solar & Wind in GLOBAL, APAC, AMER & EMEA.

2.4.2. Power Purchase Agreements (PPA) plant data.

2.4.3. Financing.

3. Requirements. Through this subscription service, the Contractor shall provide to OEI/OEA/USN 24 hours a day, 7 days a week, 365 days a year, the range of data and analyses as listed above and shall make the data services available electronically to sixteen (16) OEI subscribers, eight (8) OEA subscribers, and one (1) USN subscriber; with an option for up to eight (8) additional subscribers to be added to this subscription service by OEI/OEA/USN as needed.

More specifically, the Contractor shall include the following contents to be covered in the data subscription services: Daily News Watch; Weekly Clean Energy and Carbon Brief; News Archive; News and Analysis of Policy Developments and Industry Trends; Research Notes;

Analyst Reactions; Quarterly Outlooks; Deep Dives; Focus Reports; Conference Calls; Insight Data; Policy Database; Proprietary Models; Investment Database; Investment Directory;

Investment Trends; Premium Analytics; Research Support; Data Mining; Sector Indices;

Regional Indices; NEX Index; Solar Pricing Indices; a Wind Turbine Price Index; a Power Purchase Agreement (PPA) Index; in-depth industry and policy trends in key markets including China, India, and Brazil; Levelized Cost of Electricity (LCOE) margins; sector specific models include demand forecasts; price indices; finance; import costs; supply; cost; and proprietary data sets. No substitutions or deviations are authorized without express, written permission from the Contracting Officer (KO).

Although the NYSE-BNEF Clean Energy Indices are no longer calculated; however, the BNEF NEX Clean Energy Index shall continue to be available to subscribers and covered in the data subscription services along with sectoral clean energy index information.

Period of Performance. The contract shall consist of a base year with four (4) 12-month option years for a total Period of Performance (PoP) not to exceed five (5) years. The base period will start on date specified in the contract award and continue through one (1) year thereafter. If exercised, option periods will begin at the end of the previous contract period. Optional items ordered by the Government will be prorated for payment to the end of the current contract from the time of exercise.

4. Bill of Materials.

Item

DESCRIPTION Unit QTY (Users)

0001 Base Year, BNEF on-line subscription – Army subscribers (OEI), PoP 28-Apr-2018 to 27-Apr-

EA 16 users

0002 Base Year, BNEF on-line subscription – Air Force subscribers (OEA), PoP 28-Apr-2018 to 27-Apr-

EA 8 users

0003 Base Year, BNEF on-line subscription –Navy (USN), PoP 28-Apr-2018 to 27-Apr-2019

EA 1 user

0004 Base Year, OPTIONAL ITEM, BNEF on-line subscription –additional subscribers, PoP 28-Apr- 2018 to 27-Apr-2019

EA 8 users

1001 Option Year 1, BNEF on-line subscription – Army subscribers (OEI), PoP 28-Apr-2019 to 27-Apr-

EA 16 users

1002 Option Year 1, BNEF on-line subscription – Air Force subscribers (OEA), PoP 28-Apr-2019 to 27- Apr-2020

EA 8 users

1003 Option Year 1, BNEF on-line subscription –Navy (USN), PoP 28-Apr-2019 to 27-Apr-2020

EA 1 user

1004 Option Year 1, OPTIONAL ITEM, PoP 28-Apr- EA 8 users

2019 to 27-Apr-2020 BNEF on-line subscription –additional subscribers

2001 Option Year 2, BNEF on-line subscription – Army subscribers (OEI), PoP 28-Apr-2020 to 27-Apr-

EA 16 users

2002 Option Year 2, BNEF on-line subscription – Air Force subscribers (OEA), PoP 28-Apr-2020 to 27- Apr-2021

EA 8 users

2003 Option Year 2, BNEF on-line subscription –Navy (USN), PoP 28-Apr-2020 to 27-Apr-2021

EA 1 user

2004 Option Year 2, OPTIONAL ITEM, BNEF on-line subscription –additional subscribers, PoP 28-Apr- 2020 to 27-Apr-2021

3001 Option Year 3, BNEF on-line subscription – Army subscribers (OEI), PoP 28-Apr-2021 to 27-Apr-

EA 16 users

3002 Option Year 3, BNEF on-line subscription – Air Force subscribers (OEA), PoP 28-Apr-2021 to 27- Apr-2022

EA 8 users

3003 Option Year 3, BNEF on-line subscription –Navy (USN), PoP 28-Apr-2021 to 27-Apr-2022

EA 1 user

3004 Option Year 3, OPTIONAL ITEM, BNEF on-line subscription –additional subscribers, PoP 28-Apr- 2021 to 27-Apr-2022

4001 Option Year 4, BNEF on-line subscription – Army subscribers (OEI), PoP 28-Apr-2022 to 27-Apr-

EA 16 users

4002 Option Year 4, BNEF on-line subscription – Air Force subscribers (OEA), PoP 28-Apr-2022 to 27- Apr-2023

EA 8 users

4003 Option Year 4, BNEF on-line subscription –Navy (USN), PoP 28-Apr-2022 to 27-Apr-2023

EA 1 user

4004 Option Year 4, OPTIONAL ITEM, BNEF on-line subscription –additional subscribers, PoP 28-Apr- 2022 to 27-Apr-2023

5. Delivery.

5.1. Delivery: 7 Days after Receipt of Order by electronic methods.

5.2. Delivery address:

Xuan T. Ross 4820 University Square

Huntsville, AL. 35816 xuan.t.ross@usace.army.mil 256-895-1195

5.3. Packaging and Delivery:

5.3.1. All packages e-mailed and shipped shall be clearly labeled “BNEF On-Line

Subscription Services.”

5.3.2. All quotes must include shipping costs for inside delivery to address listed above in Section 5.2.

5.3.3. Electronic delivery procedures shall entail an e-mail to the person listed above in Section 6.2, which shall include links to access software on-line, applicable license key codes, technical support numbers, service level agreements, etc.

5.3.4. Upon e-mailing and shipment of equipment, license key codes, links to access software on-line, etc., the contractor shall e-mail the Points of Contact (POCs) listed in Section 6 below with the delivery order number, when the order was shipped, the tracking number used by the common carrier, and a worldwide web "hot-link" and, if available, a toll-free number to the common carrier.

6. Government POCs. Any questions about this order should be directed to the Government Points of Contact listed below:

6.1. Project Manager:

Robert Radtke robert.radtke@usace.army.mil Phone: (256) 895-7434

6.2. Contracting Officer:

Arlene Brown or Christopher Barnett marla.jacobs@usace.army.mil Phone: (256) 895-2519

6.3. OEI/OEA/USN POC:

Xuan T. Ross xuan.t.ross@usace.army.mil Phone: (256) 895-1195 4820 University Square, Huntsville, AL. 35816 mailto:robert.radtke@usace.army.mil mailto:xuan.t.ross@usace.army.mil

7. Invoicing Instructions. The Contractor shall provide invoices in accordance with FAR 32.905(b). Electronic invoice submissions must be created in black and white and in Adobe’s Portable Document Format (PDF) and comply with the requirements specified within this contract. At a minimum, invoices will contain the following elements:

• Name and address of the contractor (Note: Differences between the remittance address on the invoice and the data on record in the System for Award Management (SAM) can potentially cause delays in payment. Please verify these data agree exactly.) Address on invoice shall match address in block 17a of the contract.

• Invoice date and number

• Entire Contract number, contract line item number, the order number and modification number as applicable.

• Description, quantity, unit of measure, unit price and extended price of the item delivered. Item description must match those contained in the purchase order/contract description.

• Delivery tracking information to include tracking number and name of the person accepting delivery.

• In cases where there is no physical delivery, please include all email correspondence to the electronic delivery POC (the customer) when the product becomes available for download or is renewed in accordance with the statement of work. Read receipts may help substantiate electronic delivery.

• Name and address of official to whom payment will be sent

All invoices for this contract action shall be emailed to the following locations for processing:

• ITS_CIS_INVOICES@usace.army.mil

• robert.radtke@usace.army.mil (Acquisition PM)

Final invoices with respect to a specific contract/delivery order/task order shall be clearly marked “FINAL” and submitted within 45 days after period of performance end date specified in contract. NOTE – In some cases the first invoice may also be the final invoice.

Payment Processing will begin: 1) after the Government accepts delivery of the supplies and/or services being billed, and 2) receipt of invoice in accordance with these instructions.

NOTE - The acquisition PM is responsible for determining the acceptability of the invoice and annotating the Government’s official “received” date. The received date is used on occasions where interest must be calculated for late payment. Deficient invoice submissions will be rejected. Partial billing is not authorized unless approved at the time of award.

RELEASE OF

CLAIMS

CONTRACT NO. DELIVERY/TASK ORDER NO.

mailto:robert.radtke@usace.army.mil

Contractor Name: Address:

Pursuant to the terms of the above-referenced Contract or Task Order, and in consideration of the total contract amount of $ , Contractor, or its successors or assignees, upon payment of the said sum by the United States of America (hereinafter, the

Government), hereby releases the Government from all claims, demands, and obligations arising under said Contract or Task Order, or any modification thereof, except specified claims stated as follows (if no claims, indicate “NONE”):

In WITNESS WHEREOF, this Release of Claims has been executed this _ day of

, 201 .

Signature: Name: Title:

CERTIFICATE

I, , certify that I am the

(official title) of the company referred to herein as

Contractor, and that the individual executing this Release of Claims is duly authorized to bind said Contractor.

Signature