PWS (1).DOCX

PERFORMANCE WORK STATEMENT (PWS)

Resource Efficiency Manager (REM) Support Services Installation Management Command (IMCOM)

PART 1

GENERAL INFORMATION

1. GENERAL: This is a non-personal service. The Army Installation Management Command (IMCOM) is requesting Resource Efficiency Manager (REM) services to provide a focused and coordinated effort for improvement in the energy-efficient operation of key facilities, equipment and control systems and address demand reduction, and research/facilitate energy conservation programs offered through Energy Savings Performance Contract (ESPC) projects, Utility Energy Services Contract (UESC) projects, Energy Conservation Investment Program (ECIP) projects and other repair and renovation projects.

1.1. Description of Services/Introduction: The Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform REM services as defined in this Performance Work Statement (PWS) except for those items specified as Government furnished property and services (Refer to Paragraph 3). The REM will assist the installation energy manager to reduce peak electrical demand, the energy, water and solid waste consumption, and with identification and development of resource efficiency projects.

1.1.1. The REM shall be located onsite to perform all contracted services and activities, which will be specified in Contract. The REM shall work closely with the Contracting Officer’s Representative (COR)/installation energy manager and Directorate of Public Works (DPW) personnel to achieve resource efficiency improvements and cost savings. The Government at its option may extend the level of effort, period of performance, and activities supported, as necessary, to meet mission requirements in accordance with the applicable contract.

1.1.2. REM services shall be provided in support of the installation’s efforts to reduce energy and water consumption, greenhouse gas emissions, utilities costs, and comply with all applicable energy related federal laws and Executive Orders, to include but not limited to the Energy Policy Act of 2005 (EPACT 2005), Executive Order 13423 “Strengthening Federal Environmental, Energy, and Transportation Management” and the Energy Independence and Security Act (EISA) of 2007.

1.2. Background: The Installation Management Command (IMCOM) is requesting energy management assistance from Contractors to supply qualified energy management professionals to support a comprehensive range of Energy and Water Management Program activities at Government installations. The REM Program is focused on complying with all applicable energy-related federal laws and Executive Orders as they pertain to reducing energy and water consumption. The key mission of a dedicated REM is to reduce the overall energy/resource consumption and associated costs.

1.3. Objectives: The Contractor shall provide REM and related technical and management services to achieve established energy and resource consumption goals and reduce the costs.

1.3.1. The REM support services shall include the promotion, education, and adoption of all manner of energy and water resource conservation and management activity assistance necessary to optimize the use of installation utility resources, including but not limited to natural gas, coal, electricity, water, and wastewater. Further, the REM shall develop and submit grant applications where available to install energy reduction projects, which may be offered through the state, federal or utility programs.

1.3.2. The REM shall work towards accomplishing these goals by supporting facility repair and construction activities, including providing design review comments; project management support; identification of energy savings projects, construction coordination and oversight; and ensuring that installation-wide energy efficiency measures and water conservation measures are incorporated into new construction, Energy Savings Performance Contract (ESPC) projects, Utility Energy Services Contract (UESC) projects, Energy Conservation Investment Program (ECIP) projects, and repair and renovation projects.

1.3.3. The REM shall analyze systems and methods of operations, identify new opportunities for energy, water and solid waste (implement or strengthen recycling programs), emission reductions, and facilitate implementation of energy initiatives to reduce demand and consumption.

1.3.4. Compliance will be achieved by reducing the installation’s energy intensity (defined as millions of British Thermal Units (BTUs) of energy consumed per thousand square foot of building space). See Paragraph 5, Specific Tasks, for additional information. Requirements will be provided in the Request for Proposals for each Contract.

1.3.5. Additionally, compliance in the area of water reduction will be achieved by reducing potable water consumption intensity (defined as gallons of water consumed per square foot of building space). See Paragraph 5, Specific Tasks, for additional information. Requirements will be provided in the Request for Proposals for each Contract.

1.3.6. This effort will assist IMCOM and the entire Army to comply with Federal Executive Order 13423. This order calls for Federal agencies to improve the energy efficiency of their buildings, promote the use of renewable energy, and reduce greenhouse gas emissions associated with energy use in their buildings, among other energy-related requirements.

1.4. Scope: The Contractor shall provide REM and related technical and management services to perform the work set forth in the basic contract PWS. Support services include but are not limited to:

(a) Generate cost savings greater than the annual installation REM Program costs in the form of verifiable utility cost savings, energy project grants, avoided costs, and other incentive payments as defined by the REM Metrics Table at Appendix C;

(b) Reduce energy, water, and sewer costs;

(c) Establish a highly visible energy and water resource conservation program through awareness campaigns and training;

(d) Strengthen energy policies within the organization;

(e) Establish the REM as an installation resource for occupants, building monitors, operations and maintenance staff, service-providing utilities, and other energy management trade organizations;

(f) Provide strong educational and motivation components to all occupants at a facility;

(g) Develop and review the economic and technical feasibility of energy conservation projects;

(h) Provide project management and coordination for development and implementation of energy conservation projects, including ECIP, ESPC and UESC projects;

(i) Increase recognition of the installation’s energy program through good management practices and preparation of reports, case studies, award submissions and other program documentation;

(k) Identify areas where tenant organizations are over and undercharged for utilities used; and

(l) Improve the efficiency and sustainability features of new construction and renovation retrofit projects. To meet these goals, the REM shall at a minimum, perform the task activities listed in Section 5, Specific Tasks.

1.5. General Information

1.5.1. Quality Control: The Contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The Contractor’s quality control program is the means by which Contractor ensures the services provided comply with the requirements of the contract. A quality control plan (QCP) shall be delivered with each contract proposal and any updates to the comprehensive written QCP thereafter will be provided to the KO and COR within 5-working days when changes are made. After acceptance of the QCP, the Contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

1.5.2. Quality Assurance: The Government shall evaluate the Contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is focused primarily on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.5.3. Hours of Operation: The Contractor is responsible for providing services, between the hours of 8:00 a.m. to 4:30 p.m., 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 workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.5.4. Place of Performance: The work to be performed under this contract will be performed at Ft Knox, KY.

1.5.5. Security Requirements: The Contractor and its personnel performing work under this contract shall be U. S. citizens and must pass a National Agency Check or SF-85P (NACI) prior to commencement of work under this contract, and must maintain the level of security required for the life of the contract. The Intelligence and Security Office at the installation specified in the Contract will process the Contractor’s request for a NACI (SF-85P) during in-processing of all Contractor personnel. The Contractor and its personnel may also be required to pass a National Agency Check with Local Agency Check (NACLC) for secret security clearance, the Contractor shall insure NACLC investigations are initiated within 90-days of notification.

1.5.5.1. PHYSICAL Security: The Contractor shall be responsible for safeguarding all Government equipment, information and property provided for Contractor use. If performing in a Government facility, all Government facilities, equipment, and materials shall be secured at the close of each work period.

1.5.5.2. Key Control: The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

1.5.5.2.1. In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon notification of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the Government performs the replacement of the lock or locks, the total cost of replacement or re-keying shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, the Government shall replace all locks and keys for that system and the total cost shall be deducted from the monthly payment due the Contractor.

1.5.5.2.2. The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

1.5.5.2.3. All contractor employees, including subcontractor employees, requiring access to Fort Knox and its facilities, shall complete Antiterrorism Level I Awareness Training within 30 calendar days after contract start date. The contractor shall submit the Level 1 Training Certificates of Completion, for each affected contractor employee and subcontractor employee, to the Contracting Officer’s Representative (COR) within seven calendar days after completion of training by all employees. This provision is also applicable to all new hires, after the contract start date, and subcontractors who start phased work later in the contract. New hire and phased subcontractor training will be completed within seven calendar days after the start of work. AT Level I awareness training is available at http://jko.jten.mil/courses/atl1/launch.html

1.5.5.2.4. Access and General Protection/Security Policy and Procedures: Contractor and all associated sub-contractors employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures. The contractor shall also provide all information required for background checks to meet installation access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor workforce must comply with all personal identity verification requirements as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

1.5.5.2.5. All contractor employees, including subcontractor employees, shall view an iWATCH program video. This video will inform employees of the types of suspicious behavior to watch for and instruct employees to report suspicious activity to their supervisor who in turn will report it to the COR. This training shall be completed within 30 calendar days of contract award and within seven calendar days of new employees’ commencing work, with the written results reported to the COR no later than seven calendar days after applicable deadlines. This provision is also applicable to subcontractors who start phased work later in the contract. The iWatch training video is available at http://www.knox.army.mil/partners/902d/Default.aspx

1.5.5.2.6. OPSEC Awareness Training: All Contractors performing services under this contract are required to complete OPSEC training located at http://cdsetrain.dtic.mil/opsec/index.htm within 30 days of contract being awarded. This website does not require access to a government network. The contractor shall submit employee completion certificates to the Contracting Officer’s Representative (COR) within seven calendar days after completion of training by all employees. This provision is also applicable to all new hires, after the contract start date, and subcontractors who start phased work later in the contract. New hire and phased subcontractor training will be completed within seven calendar days after the start of work.

1.5.5.2.7. Contractor Employees Who Require Access to Government Information Systems: All contractor employees with access to a government information system must be registered in the Army Training Certification Tracking System (ATCTS) at commencement of services and must successfully complete the DOD Information Assurance (IA) Awareness prior to access to the information system and then annually thereafter.

1.5.5.2.8. Information assurance (IA)/information technology (IT) training: All contractor employees and associated sub-contractor employees must complete the DoD IA awareness training before issuance of network access and annually thereafter.

1.5.6. REM Qualifications: REM personnel qualifications, education and experience requirements are listed at Attachment 3, REM Qualifications. The REM shall meet the mandatory qualifications required under each Contract. The REM shall be a Certified Energy Manager (CEM). Registration as a Professional Engineer (PE) is desired but not required.

1.5.7. Post Award Conference/Periodic Progress Meetings: The Contractor shall attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings, the contracting officer will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government.

1.5.8. Key Personnel: The contractor shall provide key personnel to accomplish the requirements of this contract.

1.5.8.1. REM: The Contractor shall provide an REM that will provide technical and management resources to ensure the tasks are executed effectively. The seniority and classification of the REM shall be appropriate to the complexity of the task established in each order. The REM shall be located at the installation during all normal working hours, unless relieved by a senior company official. When the REM is not in the facility, the company will identify an alternate point of contact. The REM shall be a Certified Energy Manager (CEM) and Professional Engineering Registration is desired.

1.5.8.2. Project Manager: The Contractor shall provide a Project Manager who shall have full authority for administering this contract and who is authorized to negotiate technical and management consideration on behalf of the contractor. The Project Manager shall be responsible for the overall management, coordination and execution of the contract. This individual plans, directs and coordinates activities of the energy management services project to ensure that goals, objectives and projects are accomplished within prescribed time frame and funding parameters. An alternate individual shall also be designated to act for the Project Manager when the Project Manager is not available.

1.5.9 Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties shall identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. All Contractor personnel will be required to obtain and wear badges in the performance of this service.

1.5.9.1. Common Access Card (CAC) requirement: The contractor shall provide information required for issuance of a Common Access Card (CAC) to the COR or applicable Trusted Agent, as appropriate, for all personnel requiring access to Government facilities in performance of this contract. The contractor shall ensure all personnel requiring a CAC obtain an Army Knowledge Online (AKO) account and email using the COR or Contract Technical Point of Contact (TPOC), as appropriate, as the account sponsor. The contractor shall ensure all personnel requiring access to Government computer resources complete required training for operating and retaining a user account on a Government network IAW requirements in paragraph 1.5. Contractor personnel shall use their assigned AKO email address for all email correspondence related to performance of the contract.

1.5.10 Contractor Travel: Contractor may be required to travel CONUS during the performance of this contract to attend meetings, conferences, and training. The Contractor may be required to travel to off-site training locations and to ship training aids to these locations in support of this PWS. Contractor will be authorized travel expenses consistent with the Joint Travel Regulations (JTR) and the provisions of FAR 31.205-46, Travel Costs and the limitation of funds specified in this contract. All travel must be approved/authorized by the Government in advance. The Contractor must notify the COR/installation energy manager of any travel requirements.

1.5.11 Organizational Conflict of Interest: Contractor and sub-Contractor personnel performing work under this contract, may have access to, or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may effect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.5.12. Deliverables: The REM shall prepare monthly progress reports in the format shown in Appendix B. The Contractor shall also use this report to communicate formally any key project personnel changes that are relative to the performance of this contract. To shorten the preparation of the monthly form and charts, the REM can utilize short and concise sentences. An example of a completed short monthly report is shown in Attachment 4.

1.5.13. All records, files, documents, e-mails and working papers provided by the Government and/or generated for the Government in the performance of this contract shall become the property of U.S. Government and the installations and shall be maintained and disposed of in accordance with the appropriate Army Instruction/FAR.

1.5.14. Performance Requirements Summary: The Contractor’s performance will be evaluated by assessing the performance standards outlined in Attachment 1, Performance Requirements Summary. Performance measures will not be affected for reasons beyond the Contractor’s control (regulatory issues, acts of nature, etc.).

1.5.15. REM Goals: Attachment 5 contains a summary of 12 metrics that the COR will use in evaluating the REM ability to meet goals. The basis of the evaluation is the monetary savings attributed directly to REM’s efforts and activities.

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS: Terms used within the PWS that require further definition.

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the Government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the Government. Note: The only individual who can legally bind the Government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The Government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of Contractor performance.

2.1.10. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime Contractor. The Government does not have privity of contract with the sub-Contractor.

2.1.12. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.13. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS: Acronyms used in the PWS and what they represent.

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND SERVICES

3. GOVERNMENT FURNISHED ITEMS AND SERVICES:

3.1. Services: The Government will provide support services to assist with workspace and office equipment setup as provided to government personnel.

3.2. Facilities: The Government will provide the necessary workspace for the Contractor staff to provide the support outlined in the PWS.

3.3. Utilities: The Government will provide all utilities for the Contractor’s use in performance of tasks 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.

3.4. Equipment: The Government will provide office facilities which will include a desk, a chair, a telephone with DSN access, and filing and cabinet space. All charges for official Government use of long distance telephone calls, facsimile service, postal service, and Federal Express mail for official use will be paid for by the Government.

3.5. Materials: The Government will provide all communications and information systems (computer hardware and software) required for the performance of this contract including laptop computers and external hardware (external drives, hard drives, etc.) issued for the duration of any temporary duty (TDY) and receive the same support as a government employee.

3.5.1. Communications and information systems support documentation (plans, programs, base comprehensive blueprints, applicable regulations, specifications, standards, technical manuals, as-installed drawings, and other documentation) will be available for support as provided to government personnel doing the job.

3.6. A Common Access Card (CAC) shall be issued by the Government for performance of daily tasks and access to the installation.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITIES:

4.1 General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract that are not listed under Section 3 of this PWS.

4.2. Materials. The Contractor shall furnish materials, supplies, and equipment to perform work under this contract that are not listed under Section 3 of this PWS.

4.3. Equipment. The Contractor shall furnish equipment not listed under Section 3 of this PWS to meet the requirements under this PWS.

PART 5

SPECIFIC TASKS

5. Specific Tasks:

5.1. Basic Services. The Contractor shall provide REM services to identify opportunities and provide workable solutions to reduce utility costs, consumption, and demand. The Contractor shall also provide comprehensive demand-side management energy reduction services to support the mission and the ongoing energy program. Certification by the Government of satisfactory services provided is contingent upon the Contractor performing in accordance with the terms and conditions of the basic contract PWS. Support services that will be provided are outlined below and provided in the Contract. Contractors are encouraged to identify other opportunities that meet overall REM Program objectives. The REM shall work with the Directorate of Public Works (DPW) to prioritize resources and to ensure that the support services meet the installation requirements.

5.2. Provide a REM. The Contractor shall provide a REM and related technical and management services. In response to a Request for Proposal, the Contractor shall present a minimum of three (3) REM candidates for review and consideration by the COR/installation energy manager. After review, evaluation, and consideration of the candidates’ knowledge, skills and experience, the Contracting Officer will notify the Contractor if the candidates are acceptable for the respective REM position. The Contractor will select and manage the REM.

5.3. Specific Tasks. The following REM Scope of Work outlines the tasks required of the REM within three specific areas. These are: (1) Energy Program Support,( 2) Projects, and (3) Awareness. The tasks may include, but not be limited to the following:

5.3.1. Task 1. Reduce overall utility costs and consumption by reducing energy intensity by at least 3 percent per year and water consumption intensity by at least 2 percent per year. A primary focus of the REM program is to reduce energy intensity by at least 3 percent per year from a fiscal year 2003 baseline. Of equal importance and focus for the REM is the objective to reduce water consumption intensity by at least 2 percent per year from a fiscal year 2007 baseline. In order to accomplish these goals, the REM shall support repair and construction activities including providing design review; project management support; construction coordination and oversight; and other support activities to ensure that energy efficient measures are incorporated into new construction, repair and renovation projects.

5.3.2. Task 2. Closely coordinate all activities with the COR/installation energy manger. All of the REM’s efforts shall be closely coordinated with the Contracting Officer’s Representative (COR)/installation energy manager. The REM shall identify any policies, procedures, or other obstacles that may limit the ability to fully achieve the energy and water reduction, and sustainability goals for the installation to the COR/installation energy manager.

5.3.3. Task 3. Use Spreadsheets, Advanced Meter Data, Utility Billing Databases, and Expertise to Identify and Help Correct Anomalies in Facility Energy Use. The REM shall use information management systems, spreadsheets, advanced meter data, utility billing databases, and expertise to identify and help correct anomalies in facility energy and water use. Where available, the REM shall use the installation’s Energy Management Control System (EMCS) and other information management systems to identify apparent energy anomalies in the installation(s) facilities identified in the contract. The REM shall work with the Energy Manager and shop personnel to field check and diagnose problems. The REM shall provide an economic analysis, as needed, to help justify funding to address complex problems. The REM shall work with the Energy Manager and resource management personnel to identify reimbursable customers to maximize tenant reimbursement. The REM shall work within the DPW organization to update supply databases for equipment purchased under the Energy Star label and/or Federal Energy Management Program (FEMP) designated products and other creditable energy standards. The REM shall provide the installation assistance in energy reporting and planning, to include input to the Army Energy and Water Reporting System (AEWRS) database, the annual energy report, the long- range energy plan, and energy security plans.

5.3.4. Task 4. Develop an Effective Network of Facility Managers and Building Energy Monitors. The REM shall assist the Energy Manager to develop an effective network of facility managers and building energy monitors. As required, the REM shall provide initial and periodic training, maintain communications to provide feedback on building energy performance through EMCS and other information management systems, alert the facility and building energy managers to any anomalies noted, and provide appropriate recognition and other incentives to help sustain their active participation. All REM functions, energy awareness seminars, teleconferences, conference calls, etc., shall be provided as information to the COR/installation energy manager.

5.3.5. Task 5. Optimize Facility Operations to Minimize Utility Costs. The REM shall identify the facilities with the greatest potential for energy cost savings. The REM shall work with the Installation Energy Manager, Building Managers, and the maintenance personnel to determine how those buildings are operated and provide written recommendations on ways for them to operate more efficiently. Recommendations may include technology and behavioral changes. Recommendations that are beyond the ability of the activity to implement will be referred to the appropriate office with an economic analysis for a possible project. The REM shall help to optimize performance of new and existing buildings. Support services shall include design review, commissioning, operations and maintenance, and LEED review. The REM shall develop re-commissioning/retro-commissioning plan for building heating, ventilating, and cooling systems, with input from installation facility staff. This plan shall identify and prioritize buildings needing retro-commissioning, leveraging the latest energy audit information.

5.3.6. Task 6. Develop and Sustain an Effective Energy Awareness, Incentive, and Suggestion Program. The REM shall assist the Energy Manager to plan and carry out continual energy awareness activities, to provide awareness briefings to the Installation or Facilities Commander, facility managers, installation staff, and others, and to develop and sustain meaningful awards and other incentive programs.

5.3.7. Task 7. Support Utility Demand Reduction to Maximize Cost Avoidance. The REM shall identify and develop energy management initiatives, Operations & Maintenance (O&M) measures, and projects. Measures shall include identifying EMCS loads that can be controlled during load sheds, and working out agreements with the facilities to do so; training facility managers on how to respond to maintenance; and recommending other ways to reduce demands. Normally high-peak energy storage systems shall be aggressively investigated to determine if load can be shifted to off-peak capacity, such as chilled water storage, ice or other phase-change materials, flywheels, etc.

5.3.8. Task 8. Conduct Energy Audits. In accordance with EISA 2007 requirements that federal facilities must audit at least 25% of the existing facilities annually, the REM shall conduct energy audits in accordance with an audit plan developed by the REM and approved by the COR/installation energy manager. Develop a facility and utility system energy and water audit plan, identifying facilities/buildings to be audited by fiscal year for meeting the federal mandate to audit 25% of covered facilities/buildings each year and audit all covered facilities/buildings in four years. Conduct facility energy and water audits IAW this plan.

5.3.9. Task 9. Provide Renewable Energy Support. In accordance with EPAct 2005 and EO 13423 requirements that federal facilities must utilize at least 7.5% of the electrical energy consumed at the installation or federal facility via renewable sources by 2013, the REM shall assist in the development and implementation of renewable energy projects and alternative fuel utilization projects. Within the first year of the contract, in consultation with the installation energy manager, the REM shall either develop a new installation renewable energy strategy or supplement the existing installation renewable energy strategy. The COR/installation energy manager must approve this strategy.

5.3.10. Task 10. Identify Potential Energy Projects, Programs, and Initiatives. In the course of carrying out tasks under this contract, the REM shall conduct field investigations, preliminary assessments, detailed assessments, technology assessments, life-cycle cost analyses, and feasibility studies to identify and develop technology reports, technology transfer materials, work plans, measurement and verification plans, and other documentation to facilitate the development and implementation of energy projects, programs, and initiatives. The REM shall identify possible funding sources and contracting methods for execution such as ECIP, ESPC, UESC, Sustainment, Restoration & Modernization (SRM), Enhanced Use Lease (EUL), grants, Power Purchase Agreements (PPA), utility rebates, and others. The REM shall track efforts directed in EO 13423, EPACT 2005, EISA 2007 and other applicable directives, as it applies to the Annual Energy Report to Congress. The REM shall assist energy staff with grant applications and requesting special funding to support energy or water saving programs.

5.3.11. Task 11. Support the Implementation of Energy Projects. The REM shall provide conceptual design and design reviews; provide project or construction management services such as work inspection and project closeout. Coordinate construction activities including demolition projects, equipment installation, maintenance of water and energy conservation, and other facility projects. Projects shall include technology retrofits, operational changes and new installations such as distributed generation, operation and maintenance optimization, and mechanical system upgrades. The REM shall apply for all applicable rebates and grants for energy projects and programs.

5.3.12. Task 12. Installation specific requirements within the scope of work. The REM shall respond to installation specific requirements that are within the scope of their contract, but may not be covered by one of the existing REM metrics listed in Appendix C. These installation specific requirements will be coordinated with the COR (if the installation energy manager is not the COR), in full consultation with the installation energy manager, prior to submission to the REM to ensure that they are in accordance with the REM PWS and are not construed as personal services.

5.3.13. Task 13. Training, Workshops, and Conferences. The REM shall attend at least one training event, workshop, or conference annually in support of the installation’s energy goals and strategic energy management plans, and to enhance their technical knowledge to fulfill this contract. This training shall be provided to the REM at no additional cost to the Government.

PART 6

APPLICABLE PUBLICATIONS

6. APPLICABLE PUBLICATIONS (CURRENT EDITIONS)

6.1. The Contractor must abide by all applicable Federal laws, regulations, Executive Orders, publications, manuals, and local policies and procedures as required for execution of this contract.

6.2. The Army will provide the contractor with copies of Department of the Army (DA), Headquarters, Installation Management Command (HQ IMCOM), Region, and Garrison regulations, instructions, or publications.

6.3. Laws and Regulations.

AR 385-10, Army Safety Program.

AR 385-40, Army Accident Investigation and Reporting and Records AR 420-1, Army Facilities Management Army Energy and Water Reporting System (AEWRS) Contractor Manpower Reporting (CMR) Energy Independence and Security Act of 2007 (EISA 2007) Executive Order (EO) 13423 Energy Policy Act of 2005 (Public Law 109-58)

PART 7

ATTACHMENT EXHIBIT LISTING

7. Attachment Exhibit List:

7.1. Attachment 1, Performance Requirements Summary

7.2. Attachment 2, Deliverables Schedule

7.3. Attachment 3, REM Qualifications

7.4. Attachment 4, Monthly REM Progress Report format

7.5. Attachment 5, Metrics

ATTACHMENT 1

Performance Requirements Summary

The Contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

ATTACHMENT 2

DELIVERABLES SCHEDULE

The REM will provide monthly progress reports, which document activities conducted and savings achieved to date. In addition to the monthly progress reports, the REM will be required to:

1) Submit written recommendations for energy projects, operation and maintenance measures, and other actions, as they occur;

2) Prepare award nominations; and

3) Prepare applications for state, federal, and utility incentive programs, rebates, and grants to the appropriate offices for submittal.

3. iWATCH Training (PWS paragraph 1.5.5.5.)

4. OPSEC Training (PWS paragraph 1.5.5.7.)

5. Information assurance (IA)/information technology (IT) training (PWS paragraph 1.5.5.8.)

Updates: 5 working days after changes

ATTACHMENT 3

REM QUALIFICATIONS

1.0. REM Qualifications. General understanding of load profile data presentation and manipulation, energy audits and energy project development. Have experience in providing technical resources and management of energy related services; a working knowledge in various energy estimating software packages such as, but not limited to, Trane Trace, Department of Energy (DOE) II, and other simulation software. Have a working knowledge in documenting and monitoring maintenance procedures utilizing software such as, IBM Maximo Asset Management software; a working knowledge in the use of bin, heating degree-days, other simplified methods of energy calculations. Must be familiar with all Executive Orders, ESPC, DSM, utility privatization and other legislation and regulations related to energy programs. Have a general understanding of the ESPC program including Measurement and Verification protocols; and proficient in the use of the Microsoft Offices suite for the analysis of energy usage data and the development of presentations of findings and proposals for cost-effective solutions. The REM should have an understanding of the Army Energy and Water Reporting System (AEWRS) for energy reporting, a thorough understanding of potential utility rates that may be encountered at each site, ESPC guidance, DOE's measurement and verification protocols, the International Measurement and Verification Protocols, American Society of Heating, Refrigerating and Air-Conditioning Engineers’ (ASHRAE’s) measurement and verification procedures, CEHNC's area-wide ESPC contracts, GSA ESPC contracts, DOE's Super ESPC contracts, and other alternative financing vehicles. The REM must be a Certified Energy Manager (CEM).

1.1. Education: REM shall possess at least one of the following combinations of educational and related experience requirements:

a. A four-year engineering degree (preferably in mechanical or electrical engineering) and/or a registered Professional Engineer with a minimum of 3 years’ experience in energy management.

b. An Environmental Science, business or related degree with a minimum of 5 years’ experience in energy management.

c. A two-year technical degree with a minimum of 8 years’ experience in energy management.

d. A non-degreed REM with a minimum of 10 years’ experience in energy management.

1.2. Experience: REM shall have the following experience:

a. Proven performance in facility management, in one or more of the following areas:

(1) Project management.

(2) Project development.

(3) Project facilitation.

b. Documented ability to achieve substantial energy savings in facility management.

c. Demonstrated ability to develop an energy baseline.

1.3. Additional Knowledge, Skills, and Abilities:

a. Knowledge of utility rate/tariff structures to include:

(1) The ability to evaluate the accuracy of utility billings.

(2) The ability to determine if the installation is currently on the most beneficial rate structure/tariff.

b. A REM shall demonstrate evidence of the following abilities:

(1) Effectively communicate thoughts, both in writing and orally.

(2) Work independently and proactively in achieving complex technical objectives.

(3) Effective interpersonal skills:

(a) Work well with others in problem solving situations.

(b) Develop and facilitate solutions by achieving consensus on complex or complicated technical issues.

(4) Ability to work with Microsoft Programs such as Word, Excel, Access, Microsoft Project, and Power Point.

(5) Self-motivated and being able to work independently.

(6) Develop and implement an energy awareness program for federal installations or private sector facilities.

ATTACHMENT 4

Monthly REM Progress Report (Standard Format) Contract #______________ Task Order#________ [Army Installation] [REM Name] [Date]

1.0. Executive Summary: REM activities, accomplishments, and savings discussed in this report are directly related to specific metrics in the standard REM Metrics Table.

1.1. This current REM contract started on (day/month/year) and ends on (day/month/year). This is the REM’s (Xth) year at [name of installation].

1.2. REM savings accumulated this contract year with…