RFQ SPE60424Q0400 (Electricity).pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

1. REQUISITION NUMBER PAGE 1 OF 56

2. CONTRACT NO.

7. FOR SOLICITATION

INFORMATION CALL:

3. AWARD/EFFECTIVE

DATE

a. NAME

Avril Penn FDD9213

4. ORDER NUMBER 5. SOLICITATION NUMBER

SPE604-24-Q-0400

b. TELEPHONE NUMBER (No Collect calls)

Phone: 571-767-1342

6. SOLICITATION ISSUE

DATE

2024 FEB 22

8. OFFER DUE DATE/

LOCAL TIME

01:00 PM EDT

9. ISSUED BY CODE SPE604 10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: % FOR:

DLA ENERGY

INSTALLATION ENERGY

8725 JOHN J. KINGMAN

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

ROAD FORT BELVOIR VA

22060 USA SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

EDWOSB

8 (A)

NAICS: 541611

SIZE STANDARD:

11. DELIVERYFOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

15. DELIVER TO

12. DISCOUNT TERMS

NET 30

CODE

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

16. ADMINISTERED BY

13b. RATING

14. METHOD OF SOLICITATION

X RFQ IFB

CODE

RFP

SEE SCHEDULE

17a. CONTRACTOR/ CODE

OFFEROR

FACILITY

CODE

18a. PAYMENT WILL BE MADE BY CODE

TELEPHONE NO.

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN 18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

OFFER BELOW IS CHECKED SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

See Schedule

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE

ARE NOT ATTACHED

ARE NOT ATTACHED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

2024 MAR 21

X 28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 1

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF. OFFER

DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (Type or Print) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or Print) 31c. DATE SIGNED

SPE604-24-Q-0400

Electricity Acquisition Support Services

Source Selection Information – See FAR 2.101 and 3.104

SOLICITATION NOTES

1. This solicitation document and incorporated provisions and clauses are those in effect through Federal Acquisition Circular 2021-04.

2. The enclosed solicitation covers the periods: JULY 8, 2024 through JULY 7, 2027

3. The following tentative negotiation schedule is provided for planning purposes. Note this schedule is subject to change at any time:

QUESTIONS MUST BE SUBMITTED BY: March 07, 2024, at 12:00 PM local Fort Belvoir, VA Time OFFER

MUST BE SUBMITTED BY: March 21, 2024, at 1:00 PM local Fort Belvoir, VA Time

4. NOTICE: Any contract awarded to a contractor who, at the time of award, was suspended, debarred, or ineligible for receipt of contracts with Government agencies, or was in receipt of a notice of proposed debarment for any Government agency, is voidable at the option of the Government.

5. INSTRUCTIONS ON SUBMITTING OFFER:

a. The following items MUST be returned to DLA Energy to constitute a valid offer:

i. STANDARD FORM 1449 with blocks 17a and 30a – c completed.

ii. The following contractor fill-in clauses/provisions in this solicitation must be completed:

b. The e-mail address in which to submit quotes is: csTeam@dla.mil.

c. By submission of this package, you are stating that ALL terms and conditions of the entire solicitation are accepted and apply to your offer unless clearly stated herein.

d. Contractors must acknowledge receipt and acceptance of all amendments to this solicitation.

1. B34.01

2. DLAD 52.233-9001 (if applicable)

3. FAR 52. 204-26

4. FAR 52.209-5

5. FAR 52.212-3

6. FAR 52.229-11

7. K33.01 mailto:csTeam@dla.mil

B.1 GENERAL DESCRIPTION

The Defense Logistics Agency Energy (DLA Energy) is issuing this Request for Proposal (RFP) for Electricity Acquisition Support Services. This acquisition will be a Firm Fixed Price (FFP)/Time & Material (T&M) using NAICS Code 541611 - Administrative Management and General Management Consulting Services. The period of performance is one 12-month base period with two 12-month option periods, with the possibility of a 6-month contract extension under the authority of Federal Acquisition Regulation (FAR) Clause 52.217-8. This is an all or none requirement.

Partial quotations will be deemed unresponsive and will not be evaluated. The Contractor agrees to hold the prices in its offer firm for 120 calendar days from the date specified for receipt of quotations unless another time is specified in an amendment to the RFQ.

B34.01 SERVICES TO BE FURNISHED AND PRICES (DLA ENERGY FEB 1991)

The services to be furnished during the period specified herein and the unit prices are as follows:

ELECTRICITY ACQUISITION SUPPORT SERVICES TABLE (08 July 2024 – 07 July 2027)

Base Period, Firm Fixed Price Services (Jul 08, 2024 – Jul 07, 2025) Base Period, Time & Material Services (Jul 08, 2024 – Jul 07, 2025)

CLIN

DESCRIPTION

QTY

UNIT OF

ISSUE

UNIT PRICE

TOTAL PRICE

Senior Economist

HR

Economist II

Economist

Research Assistant

Travel

EA

$1.00

NTE: $2,400.00

Other Direct Costs (ODC)

NTE: $100.00

Base Period Total Extended Price

Option Year 1, Firm Fixed Price Services (Jul 08, 2025 – Jul 07, 2026) Option Year 1, Time & Material Services (Jul 08, 2025 – Jul 07, 2026)

SECTION B - SUPPLIES OR SERVICES AND PRICES OR COSTS

ODC

Option Year 2, Firm Fixed Price Services (Jul 08, 2026 – Jul 07, 2027) Option Year 2, Time & Material Services (Jul 08, 2026 – Jul 07, 2027)

ODC

NOTE: For general workload planning purposes only, the Government provides the above estimated quantities for activity expected during each year of the contract based on projected estimates (these workloads are not binding to the Government, but only represent the Government’s best planning information available at this time). Offerors may propose different labor categories and hours from those identified in the table above, ELECTRICITY ACQUISITION SUPPORT SERVICES of B34.01 SERVICES TO BE FURNISHED AND PRICES, but the proposed labor categories and hours must be supported and consistent with the technical approach. The awarded contract will include a not-to-exceed ceiling price.

Performance Work Statement

1.0 INTRODUCTION

The Defense Logistics Agency Energy (DLA Energy) requires analytical technical advisory and assistance support to procure retail electricity and, to a lesser extent, renewable energy as defined by the Energy Policy Act 2005, in the Continental United States (CONUS) at fair and reasonable terms, while providing overall guidance to the acquisition team. The Contractor shall provide effective economic analytical skills and expert knowledge regarding various electricity related areas, such as competitive electricity acquisitions and PPAs (Power Purchase Agreements) for renewable projects in order to assist DLA Energy in awarding and administering various types of contracts.

2.0 BACKGROUND

DLA Energy enables mission readiness by providing globally resilient energy solutions to the Warfighter and Whole of Government. The DLA Energy - Installation Energy Consulting Services Division Business Unit’s (Installation Energy) mission is to provide customer support in all electricity industry-related areas, such as competitive electricity acquisitions and Power Purchase Agreements (PPAs)/Renewable Energy Supply Agreement (RESAs) for renewable energy. The Electricity and Renewable Program (Program) provides retail electricity to participating installations or sites in de-regulated states. Roughly 80% of the technical support required is for the retail purchase of electricity and electricity-related commodities, and the other 20% of the Program will support Renewable Energy Certificates (RECs) and PPAs/RESAs.

2.1 Electricity: DLA Energy established the electricity program in 1996 and began soliciting requirements in 1997. DLA Energy is executing the competitive acquisition of Retail Open Access Electricity in the states that have implemented deregulation. Customers are encouraged to partner with DLA Energy and aggregate regional electricity requirements to competitively procure the commodity of electricity and ancillary items. DLA Energy is actively managing over 13M megawatt hours of electricity valued at over $750M under multi-year contracts.

2.2 Renewables: Installation Energy issues solicitations for the provisioning, production, purchase, and delivery of energy and all associated environmental attributes generated from on-site and off-site renewable generation facilities on behalf of DoD under authority 10 U.S.C § 2922a and Federal Civilian agencies under authority FAR Part 41. Under the 10 U.S.C § 2922a authority, DLA Energy is able to award long-term PPAs/RESAs with Contractors for up to 30 years. This requirement is in response to several Energy Policies, Executive Orders and National Defense Authorization Acts that were aimed at reducing DoD carbon emissions, reducing the departments dependence on fossil fuels and setting goals to increase the DoD’s consumption of energy generated from clean renewable sources. Alternatively, Installation Energy supports these initiatives with the Renewable Energy Certificate (REC) program which allows customers with limited resources to meet their renewable energy goals.

3.0 SCOPE OF WORK

When requested, the Contractor shall provide DLA Energy with effective economic analytical skills and expert knowledge regarding various electricity related areas to include competitive electricity acquisitions, for both regular grid electricity as well as Carbon Pollution-Free electricity as defined by Executive Order 14057, and Power Purchase Agreements for renewable projects. The Contractor shall provide expert advice, facilitation and feedback on electricity and renewable acquisition strategies, to assist DLA Energy in awarding and administering various types of contracts.

4.0 PERFORMANCE REQUIREMENTS

4.1 The Contractor shall provide services covering all facets of the below tasks with emphasis on solutions to economic problems which affect the acquisition and management of the Program (this includes but is not limited to; utility industry subscriptions and price-related data accessibility). The Contractor shall be knowledgeable of state retail electricity restructuring and have experience supporting retail entities purchasing electricity. The Contractor shall also demonstrate in-

SECTION C – SPECIFICATIONS/SOW/SOO/ORD

depth knowledge of Independent Service Operators (ISOs) and Regional Transmission Organizations (RTOs), with regards to tariffs, rules, and regulations.

4.2 The Contractor shall prepare and provide written reports of competitive electrical retail supply acquisitions containing the Contractor’s findings and recommendations. The Contractor’s report may also involve the evaluation of options and methods for reducing electricity-related costs, conducting economic analysis and making recommendations, and evaluation of trends (in terms of electricity rates) to support determination of long-range planning parameters. The Contractor shall support these tasks that are variable in scope, timeliness, and priority level.

4.3 Economic Survey Assessment (Planning Phase): The Contractor shall deliver a written Economic Survey Assessment, including a market summary report in the acquisition planning phase of each of the aforementioned programs containing the Contractor’s findings and recommendations. Elements of the Economic Survey Assessment should ultimately assist the Government in the Market Research component of the acquisition planning phase, and shall include, at a minimum:

The below table represents the deliverables due by the Contractor to the Government after contract award. The references provided in the Deliverables Table below represents the section of the Performance Work Statement (PWS) that outlines the requirement specifically. The “Deliverable / Format” column represents the title / type of the item or product due and what format it shall be provided. The “Frequency/Due Date” column is when it is the responsibility of the Contractor to deliver the item to the COR, or other designated responsibility of the Contractor to deliver the item to the COR, or other designated representative as specified in the referenced requirement section. Deliverable dates noted below are estimates. Any change to these dates must be approved by the COR or CO in writing.

4.3.1 Market Survey of the ISOs or RTOs’ service area to analyze current market conditions. (This will be no more than 5 pages, single spaced, and in narrative information). Using Electricity Forecast Summary (see Exhibit A), the Contractor shall provide the Government a Market Survey prior to the projected start of an acquisition. Additionally, the Contractor shall review any previous solicitations to analyze any technical changes to the ISO/RTO affecting that particular acquisition. The Contractor shall deliver a summary report analyzing any new regulations affecting the solicitation, risks or unique aspects of the procurement impacting price or milestones (i.e., proposed delivery method, etc.).

Note: If there is more than one acquisition in a particular ISO/RTO within a 12-month period, the Contractor shall only submit one Market Survey pertaining to the acquisition(s) identified by the Government. The Contractor will still be responsible for the review and analysis of market changes that may impact each specific acquisition listed in Electricity Forecast Summary (see Exhibit A).

4.3.2 Competition Assessment Report: The Contractor shall analyze any changes in the marketplace in comparison to the most recent Installation Energy’s electricity procurements (no more than 5 pages, single-spaced, of narrative information) in the Competition Assessment Report. The Competition Assessment Report shall include, but not be limited to:

1. An analysis of the expected retail electricity competitors in the marketplace participating in the procurement of Retail Electricity.

2. Market news regarding mergers affecting the anticipated competition for Installation Energy’s electricity procurements.

4.3.3 Strategy to Increase Contractor Participation for Renewable Acquisitions: The Contractor shall recommend and report strategies (no more than 5 pages, single-spaced, of narrative information) in a written report entitled, “Strategy to Increase Contractor Participation for Renewable Acquisitions,” which details how the Government can access and communicate with new potential Government contractors that are capable of meeting the requirements of its solicitations. The Contractor shall develop strategies annually in effort to build more qualified suppliers to the Program.

4.4 Request for Proposal (RFP)/Request for Quote (RFQ) Recommendations: When requested, the Contractor shall prepare and provide a written report for electricity program solicitations, to include tracked-changes to the upcoming proposed solicitation. The recommendations shall be technical in nature, and compare DLA Energy’s solicitation to what is acceptable, changing, or inferior in the commercial sector; the goal is to ensure DLA Energy’s solicitations remain similarly parallel to a contract with respect to commercial terms. To accomplish this task, the Government will issue the Contractor a schedule of each Program intended to be solicited for the upcoming year (s), and the most recent (previous or current) solicitation upon award.

4.5 Invoice Review: The Contractor shall inspect invoices for billing discrepancies on for the Portfolio Approach acquisition and any renewables acquisitions.

4.6 Electricity/Renewable/Utility Consultation/Guidance: The Contractor shall provide expert consultation services, advice and guidance including, but not limited to, the items outlined in Sections 4.6.1 through 4.6.4 below. The Contractor shall respond to e-mail requests for information within 24 hours of notification, confirming that the request sent by the Government has been received. All requested consultation or guidance in response to the Government’s initial request shall be submitted to the Government within two (2) calendar days of the initial request; if more time is required, an extension may be requested to either the Contracting Office (CO) or Contracting Officer Representative (COR).

4.6.1 Technical Assistance: When technical assistance is requested prior to a negotiation session, modification, or solicitation, the Contractor shall review and analyze all relevant documents affecting the rates, charges, general terms and conditions of Program’s solicitation, to include any applicable exceptions to terms.

4.6.2 Documentation of Offeror Exceptions: When requested, the Contractor shall assist the Government in formulating a written response to exceptions received when analyzing technical proposals from competitive retail electricity suppliers (Offerors), in response to DLA Energy solicitations.

4.6.3 Negotiation Objectives: The Contractor shall analyze the existing government/commercial contracts with regards to (but not limited to): rates, facilities charges, termination liabilities, connection charges, contracts terms/conditions; and development of negotiation strategies with consideration given to potential alternate suppliers (including federal power marketing agencies) that are accessible through wheeling/transportation agreements or regulatory changes, and incentive packages.

4.6.4 Rate Adjustments or Terminations: The Contractor shall analyze the impact of new/revised regulatory requirements, full/partial terminations, or other potential drivers that may have an effect on the awarded contract’s price. The Contractor shall provide a preliminary brief to government personnel on any problem, potential solutions, and recommended negotiation strategies for anticipated rate and/or price adjustments. When appropriate, the Contractor shall make recommendations or suggest new approaches for any subsequent negotiations. No later than five (5) business days after a negotiation session, the Contractor shall prepare and submit a written report to include meeting minutes.

This report shall contain a description of the efforts accomplished at the negotiation session, describe each issue addressed in the negotiation session, and list any open action item to be resolved by any party (DLA, the company, or the contractor). The report following the final negotiation session shall include positive and/or negative impact of the negotiations, comparative calculations of the DLA utility cost and usage computed as the differentials between the old rate and charges and the new rate and charges or price (as applicable) as a result of the negotiations.

4.7 Participate in a Post-Award Conference

The Post-Award Conference shall provide an introduction between the Contractor personnel and Government personnel who will be involved with the contract. The meeting shall provide the opportunity to discuss technical, management and security issues. The Post Award Conference will aid both the Government and Contractor in achieving a clear and mutual understanding of all requirements, and identify and resolve any potential issues. The Contractor shall be prepared to discuss any items requiring clarification and gather information as necessary to support each deliverable. This conference shall take place virtually through the means of a teleconference.

4.8 The Contractor may be required by the Government to perform CONUS travel to attend high level meetings 0-10% of the overall performance period. The Contractor shall be available for these in-person meeting requests with ten (10) calendar days’ notice. Travel that is approved in writing and in advance in support of this contract will be performed on a cost-reimbursable basis, subject to the limitations set forth herein.

4.8.1 Costs for transportation, lodging, meals and incidental expenses incurred by the Contractor are allowable subject to the limitations contained in the Federal Travel Regulations and/or Joint Travel Regulations. Contractors cannot use the GSA Airfares (City Pair Program). The airfare shall be the prevailing rates for commercial airlines at coach class.

When required, the most reasonable means of ground transportation (i.e., taxi, bus, car rental) shall also be used.

Contractors shall submit copies of expense reports and receipts with monthly invoices for payment. Upon completion of the travel, Contractor will provide a written trip report in word format to the COR as supporting documentation to validate the reimbursable costs.

4.8.2 The Government shall allot a ‘Not-to-Exceed’ amount as part of the budgeted travel expense under any resultant contract. In addition, the contractor requires written approval from either the COR or Contracting Officer prior to incurring any travel expenses.

4.8.3 The Government will not reimburse local travel and related expenses to the Contractor for daily travel to or from work at Ft. Belvoir, VA or any other location within the National Capital Region.

5.0 DELIVERABLES TABLE

The below table represents deliverables due by the Contractor to the Government after contract award. The reference provided in the Deliverables Table below represents the section of the Performance Work Statement (PWS) that outlines the requirement specifically. The “Deliverable / Format” column represents the title/type of the item or product due and what format it shall be provided. The “Frequency/Due Date” column is when it is the responsibility of the Contractor to deliver the item to the COR, or other designated representative as specified in the referenced requirement section. Deliverable dates noted below are estimates.

Any change to these dates must be approved by the COR or CO in writing.

CONTRACT DELIVERABLES REQUIREMENTS LIST (CDRL)

PWS Reference Deliverable / Format Frequency / Due Date Task 1

4.3 Economic Survey Assessment Report –

Written report

Annually per ISO/RTO

4.3.1 Market Survey - Written report (see

Exhibit A- Electricity Forecast Summary)

Annually per ISO/RTO

4.3.2 Competition Assessment Report –

Written report report for PJM market and a bi-annual report for each acquisition within ISONE, ERCOT and MISO markets

4.3.3 Strategy to Increase Contractor

Participation - Written report

One annual report for PJM market and one report every two years for each acquisition within ISONE, ERCOT and MISO markets

4.4 Request for Proposal (RFP)/Request

for Quote (RFQ) Recommendations – Written report

One annual report for PJM market and one report as needed/requested for each acquisition within ISONE, ERCOT and MISO markets

4.5 Invoice Review As requested

4.6 Consultation/Guidance – Phone Call/E-

Mail

As requested; 14 calendar days to complete

4.6.1 Technical Assistance – Phone

Call/Email

As requested; 14 calendar days to complete

4.6.2 Documentation of Exceptions –

Written Report

As requested

4.6.3 Negotiation Objectives As requested

4.6.4 Rate Adjustments/Termination –

Written Report and Meeting Minutes

As requested, NLT 5 business days after negotiation session

4.7 Post Award Conference No later than (NLT) 5 business days after contract award

4.8 Travel - Receipts As required, IAW JTR with each trip

6.0 PERFORMANCE REQUIREMENTS SUMMARY

The 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. Periodic meetings will discuss progress/requirement shortcomings and how to correct those issues/shortcomings.

Performance Objective PWS Paragraph Performance Threshold Method Surveillance

Provide written reports of competitive electrical supply acquisitions

4.2 Accurate Reports are

delivered 100% of the time

Review by the COR

Provide a written Economic Survey Assessment Report

4.3 Accurate Reports are

delivered 100% of the time

Review by the COR

Provide a written Market Survey Report

4.3.1 Accurate Reports are

delivered 100% of the time

Review by the COR

Provide a Competition Assessment Report

4.3.1.2 Accurate Reports are

delivered 100% of the time

Review by the COR

Develop strategy to increase Contractor participation for Renewable Acquisitions

4.3.1.3 Accurate Reports are

delivered 100% of the time

Review by the COR

Provide Solicitation Assessment Report

4.4 Accurate Reports are

delivered 100% of the time

Review by the COR

Provide Proposal Recommendation Report

4.5.2.1 Recommendations are

provided 100% on time when requested

Review by the COR

Invoice Review 4.5 Invoice reviews are provided 100% on the time when requested

Review by the COR

Provide Electricity/Renewable/Utility

Consultation guidance

4.6 Guidance is provided 100%

on time when requested

Review by the COR

Provide Technical Assistance prior to a negotiation session, modification or solicitation

4.6 Technical Assistance is

provided 100% on time when requested

Review by the COR

Provide documentation of Contractor Exceptions

4.6.2 Documentation of

Contractor Exceptions is provided 100% on time when requested

Review by the COR

Analyze existing contracts and develop negotiation strategies

4.5.4.3 Negotiation strategy is

provided 100% on time when requested

Review by the COR

Provide Rate Adjustments/Termination Reports

4.6.4 Rate

Adjustments/Termination Reports are provided 100% on time when requested

Review by the COR

7.0 PLACE OF PERFORMANCE

The place of performance shall be at the Contractor’s facility. Contractor shall be available for meetings at DLA Energy, or other locations (CONUS), as required. Any travel required in performance of this CLIN shall be approved by the CO or COR in writing prior to its occurrence, and charged to the appropriate Travel CLIN.

8.0 QUALITY CONTROL

The Contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with the 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 to which the Contractor can quantifiably ensure compliance to the requirement of the resultant Contract.

9.0 QUALITY ASSURANCE

9.1 The Government reserves the right to perform inspections and surveillance to evaluate the Contractor’s compliance to the contract terms and performance of the requirements in the PWS. The Government will make every effort to ensure that the surveillance methods described below are conducted in an objective, fair, and consistent manner.

9.2 Periodic Surveillance. This action occurs when the COR or other Government official observes the Contractor’s performance on a periodic basis. Surveillance may be increased or decreased depending on the level of non-conformances or deficiencies noted during monthly surveillance.

9.3 Customer Complaint Surveillance. This action is instituted when the COR receives a complaint from a stakeholder regarding the Contractor’s service. The COR will conduct an investigation to determine its validity. If the complaint is deemed valid, the COR will immediately notify the CO for action. The COR will notify both the Contract Manager (described in section 14.2 below) and the complainant of the Government’s response to their complaint.

9.4 Non-conformance/deficiency. Examples of Contractor’s non-conformance, unsatisfactory performance, and/or deficiency in service include evidence of accidents, incidents, and/or delays. Regardless of where in the line-of-duty the COR observes these events, he/she has an obligation to document and report the event to the CO. Minor non-conformances identified during periodic surveillance may be documented informally between the COR and the Contractor via e-mail. Repeat non-conformances, customer complaints or major non-conformances will be documented in writing on a Contract Discrepancy Report (CDR).

9.5 Contract Discrepancy Report (CDR). In the event of unsatisfactory contractor performance, the COR or CO will issue a CDR that will explain the circumstances and findings concerning the incomplete, unsatisfactory, deficient, and/or non-conforming service provided by the Contractor. The Contractor shall acknowledge receipt of the CDR and respond in writing as to how the unacceptable performance will be corrected and avoided in the future within five (5) business days. The Government will review the Contractor's CDR and corrective action response to determine acceptability and will use any completed CDR as part of an overall evaluation of Contractor performance when determining present or future contractual actions.

10.0 CONTRACTOR EMPLOYEE

10.1 The Contractor must not employ persons for work on this contract if such an employee is considered by the COR to be a potential threat to the health, safety, security, general well-being, or operational mission of any installation and its population.

Personnel shall be a United States citizen.

10.2 The Contractor must not employ any person who is an employee of the U.S. Government if employing that person would create a conflict of interest.

10.3 The Contractor must speak, read and write the English language fluently. English shall be the only language used with regard to this contract for written correspondence, discussions and other business transactions.

11.0 KEY CONTRACTOR PERSONNEL

The proposed Vendor shall propose a minimum of three (3) “Key Personnel” with the skillset, working knowledge, necessary qualifications and SME(s) to effectively perform the scope of work for this PWS. All Key Personnel proposed shall fully meet and possess the respective qualification(s), experience level, degrees and/or certifications(s) for which they are proposed by the Vendor at the time quotes are submitted. Resumes, Certifications and copies of degrees must be provided for Key Personnel that will be utilized during requirement performance.

The following personnel are considered “Key” Personnel:

1. Project Manager

2. Senior Economist

3. Economist

Project Manager (PM):

This individual shall be the Contractor's primary representative and the Primary Point of Contact during contract performance and shall have the Contractor's full authority to act on matters pertaining to the performance of services under this contract, including authority to bind the Contractor in contractual matters. The Contractor’s PM shall have relevant technical experience and be knowledgeable in all facets of work to be performed under this PWS. The individual’s point of contact information (name, telephone, email, and address) must be submitted as well as point of contact information for an alternate or alternates that will act in the PM’s absence.

The PM shall have the following experience:

1. The PM shall have at least fifteen (15) years of experience, with twenty (20) years preferred, in the electricity industry.

2. Demonstrated skills and experience of compiling reports, metrics data, and other administrative functions.

3. Demonstrated experience in building and maintaining effective working relationships with a wide array of Government personnel and organizations.

4. Demonstrated experience in contract management, with experience with federal government contracts preferred.

5. Demonstrated experience understanding the roles of the utility distribution company, independent system operators, power exchanges, private utility service providers, and power marketing administrations. Understand how the interplay of these roles may affect contract terms, performance and administration.

Note 1: Alternates must be clearly annotated in the Contractor’s proposal as such.

Education requirements:

1. Possess a Masters’ Degree in Business, Finance/Economics-related field, with a Doctorate of Philosophy (PhD) in Business, Finance/Economic-related field preferred.

Senior Economist:

1. The Senior Economist shall have at least fifteen (15) years of experience, with twenty (20) years preferred, in the electricity industry.

2. Independently provides or leads teams that provide technical assistance and advice on financial and economic issues as specified in the PWS.

3. Demonstrated knowledge of theoretical and empirical mathematical modeling to estimate the risks, costs, and impacts of financial market fluctuations and regulatory policy changes.

4. Demonstrated experience with projections concerning economic factors related to energy market conditions, or energy industry practices.

5. Demonstrated significant experience with electricity infrastructure industry and possess a recognized reputation working for or with utilities, vendors, and state/local government.

6. Demonstrated strong writing capabilities and the ability to present information clearly and capably in a public setting.

1. Possess a Masters’ Degree in Business, Finance/Economics-related field, with a Doctorate of Philosophy (PhD) in Business, Finance/Economic-related field preferred.

Economist:

1. The Economist shall have at least five (5) years of experience in the Energy sector, experience with the electricity industry is preferred.

2. The Economist shall have knowledge of the Nation’s electricity infrastructure, an understanding of stakeholders, utilities, vendors, and policy implementation.

3. Knowledge of energy markets, valuation models, methods and tools.

4. Demonstrated experience with electricity related technologies and policies, energy user/operator needs and issues.

5. Demonstrated experience working with states, providers, and others addressing electricity infrastructure needs and the use of energy storage technologies and best practices.

1. Possess a Bachelor‘s degree in business finance/economic-related fields.

The Contractor shall not remove or replace any personnel designated as key personnel for this Contract (including the option years), without the written concurrence of the CO. This notification shall be no later than two (2) weeks (14 calendar days) in advance of any proposed substitution and shall include justification and labor category of proposed substitution(s) in sufficient detail to permit evaluation of the impact on contract performance. If immediate substitution is necessary due to unforeseen circumstances such as illness, death, or termination of employment, the Contractor shall notify the CO/COR within three (3) business days after the occurrence of any of these events. The Contractor must provide a detailed explanation of the circumstances necessitating the proposed substitutions, provide complete resumes for the proposed substitutes, and provide any additional information requested by the COR at that time.

The COR through the CO should notify the Contractor of the acceptability of the substitutes within three (3) business days after receipt of all required information. Substitute personnel qualifications shall be greater than or equal to the personnel being substituted. If the CO determines that (1) suitable and timely replacement of key personnel who have been reassigned, terminated or have otherwise become unavailable for the contract work is not reasonably forthcoming , or (2) the resultant substitution would be so substantial to impair the successful completion of the contract or contract in accordance with the proposal accepted by the Government at the time of contract award, the CO may (i) terminate the contract for default or for convenience of the Government, as appropriate, or (ii) terminate the contract at his/her discretion, and if the he/she finds the Contractor at fault for the condition, equitably adjust the contract price downward to compensate the Government for any resultant delay, loss, or damage.

12.0 TECHNICAL DIRECTION

The designated COR is the only other person aside from the Contracting Officer (CO) to provide technical direction on contract performance. Technical direction from the COR includes:

(1) Direction to the Contractor which assists him in accomplishing the Statement of Work; and

(2) Comments on and approval of reports or other deliverables.

(b) When the individual providing technical direction is not the CO, he does not have the authority to issue technical direction that—

1. Institutes additional work outside the scope of the contract;

2. Constitutes a change as defined in the CHANGES clause;

3. Causes an increase or decrease in the estimated cost of the contract;

4. Alters the period of performance; or

5. Changes any of the other express terms or conditions of the contract.

A Contractor following such unauthorized direction may be found in breach of contract and may not be reimbursed for increased costs resulting therefrom. Only a CO may authorize changes to the contract PWS.

13.0 TRAVEL AND OTHER DIRECT COSTS

13.1 The Contractor may be required by the Government to periodically travel within the Continental United States (CONUS).

The Government will not reimburse local travel and related expenses to the Contractor for daily travel to or from work at Ft.

Belvoir, VA or any other location within the National Capital Region.

13.2 For all travel the Contractor shall obtain prior written approval from the COR. Information that must be submitted to the COR shall include travel dates, expected duration, origin and destination, purpose, estimated costs and number/names of personnel traveling. The Contractor shall use only the minimum number of travelers and rental cars needed to accomplish the requirements of the travel. Travel shall be scheduled during normal duty hours whenever possible. Airfare will be reimbursed for actual common carrier fares which are obtained by the most reasonable and economical means (tourist class). When required, the most reasonable means of ground transportation (i.e., taxi, bus, car rental) shall also be used. Travel reimbursement will be for travel costs and per diem only in accordance with the Joint Travel Regulations and FAR 31.205- 46.

13.3 Other Direct Costs (ODCs): ODCs are anticipated and include periodic hard copy reports and other non-routine expenses required and considered critical to the services being acquired in the performance of this Contract. All requests for Other Direct Costs must be approved in writing by the DLA Energy Contracting Officer (CO) or Contracting Officer’s Representative (COR) prior to incurring costs.

14.0 GOVERNMENT-FURNISHED PROPERTY (GFP)/INFORMATION (GFI)

14.1 The Government will provide copies of, or access to, all required Government directives, publications and documentation, and will provide other necessary resources and information to accomplish the requirement. The Contractor must ensure protection, through completed non-disclosure statements, of the integrity and sensitivity of the information provided by DLA Energy or collected from any other source while performing under this requirement. All documents and technical data provided to the Contractor during the execution of this service are considered confidential and shall not become property of the Contractor, unless specifically authorized by DLA Energy.

14.2 Request for (additional) Government Furnished Property and Services must be submitted in writing to the COR and will be acted upon by the Government within 30 days of receipt. Except for those items specifically stated in this section, the Contractor shall furnish everything required to perform the services in this Contract.

15.0 GENERAL

15.1 Type of Contract:

The Government will award a hybrid Contract type – Firm Fixed Price and Time and Material CLINs with fixed Labor rates.

15.2 Duty Location:

The majority of the effort shall be performed at the Contractor’s own facilities, unless otherwise stated herein.

15.3 Hours of Operation:

Contractor work schedules will coincide with the work schedules of Government employees working at DLA Energy, with maximum availability from 0800-1630 EST (Eastern Standard Time) on Government workdays. Normal duty days shall be Monday through Friday, excluding Government-observed holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government-directed facility closings. (Announcements on the status of Government operations in the Washington, DC, area will be available at http://www.opm.gov/policy-data-oversight/snow-dismissal-procedures/currentstatus

Recorded messages on operating status also will be provided by OPM’s Office of Communications on (202) 606-1900. The Contractor must 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. This schedule will facilitate coordination with Government personnel.

With appropriate advanced approval from the Contracting Officer (CO), hours outside of these normal working hours may be authorized. The following is a list of Federal holidays where the Government will be closed:

New Year’s Day Labor Day Martin Luther King, Jr.’s Birthday Columbus Day President’s Day Veteran’s Day Memorial Day Thanksgiving Day Juneteenth Day Christmas Day Independence Day

15.4 Contractor personnel shall not divulge, or release privacy data or information developed or obtained in the performance of this Contract, until made public or specifically authorized by the Government. Contractor personnel shall be required to sign non-disclosure agreements. The Contractor shall not use, disclose, or reproduce third part data, other than as authorized and required by the Contracting Officer, in the performance of this Contract.

15.5 The Contractor must not employ person(s) for work on this Contract if such an employee is considered by the Contracting Officer to be a potential threat to the health, safety, security, general well-being or operational mission of the installation and its population. All proposed personnel shall be United States citizens.

15.6 The Contractor shall be responsible for safeguarding all government property provided for Contractor use. At the end of normal duty hours and/or after normal duty hours, all government facilities, equipment and materials must be secured.

15.7 Contractor personnel shall present a neat appearance and be easily recognized as Contractor employees by wearing a Security Identification Badge at all times while on Government premises. When Contractor personnel attend meetings, answer phones, and work in other situations where their status is not obvious to third parties they must identify themselves, as such, to avoid creating the impression that they are Government employees.

15.8 The Contractor shall assure that persons assigned to render services under this Contract are under the direction and control of the Contractor at all times and are not employees of the government.

16.0 NON-PERSONAL SERVICES

16.1 The Government will neither supervise Contractors nor control the method by which they Contractor performs the required tasks. Under no circumstances will the Government prepare work schedules for individual Contractors. It shall be the responsibility of the Contractor to manage its employees and to guard against actions that are of a personal services nature or give the perception of personal services. If the Contractor believes that any actions constitute or are perceived to constitute personal services, it shall be the Contractors responsibility to notify the Contracting Officer in writing immediately.

17.0 BUSINESS RELATIONS

http://www.opm.gov/policy-data-oversight/snow-dismissal-procedures/currentstatus http://www.opm.gov/policy-data-oversight/snow-dismissal-procedures/currentstatus

17.1 The Contractor will successfully integrate and coordinate all activity needed to execute the requirements of the PWS.

The Contractor shall manage the timeliness, completeness and quality of problem identification. The Contractor shall provide corrective action plans, proposal submittals, timely identification of issues and effective management of sub-Contractors. The Contractor will seek to ensure customer satisfaction, professional and ethical behavior of all Contractor personnel.

18.0 ACRONYMS AND DEFINITIONS

Acronyms and Definitions CO Contracting Officer CONUS Inside the continental United States COR Contracting Officer Representative CPARS Contractor Performance Assessment Reporting System DoD Department of Defense ERCOT Electric Reliability Council of Texas FAR Federal Acquisition Regulation FTR/JTR Federal Travel Regulations/Joint Travel Regulations GFE Government Furnished Equipment GFI Government Furnished Information ISO Independent System Operator ISONE Independent System Operator – New England LH Labor Hour MISO Midcontinent Independent System Operator MSR Monthly Status Report OCI Organizational Conflict of Interest OCONUS Outside the continental United States PM Project Manager PMP Project Management Professional PPIRS Past Performance Information Retrieval System PRS Performance Requirements Summary QASP Quality Assurance Surveillance Plan SME Subject Matter Expert SOP Standard Operating Procedures LMP Local Marginal Price REC Renewable Energy Certificate DLA Energy Electricity Program Approximately 8 distinct regions whereby DLA Energy provides contract support for roughly 10 different solicitations within CONUS). See Exhibit A for a complete list of Programs, and a complete list of ISOs the DLA Energy’s Electricity Program currently participates in.

FAR 52.246-4 INSPECTION OF SERVICES - FIXED PRICE (AUG 1996)

PERIOD OF PERFORMANCE:

The period of performance for this contract shall be one (1) One-Year Base Period, with two (2) One-Year Option Periods beginning on July 8, 2024.

Duty Location:

The Contractor will be performing the majority of the services at the Contractor’s facility. Contractor shall be available for meetings at DLA Energy, or other locations (CONUS) as required.

SECTION E – INSPECTION AND ACCEPTANCE

SECTION F – DELIVERIES OR PERFORMANCE

DFARS 252.201-7000 CONTRACTING OFFICER'S REPRESENTATIVE (DEC 1991)

(a) Definition. Contracting officer's representative means an individual designated in accordance with subsection 201.602–2 of the Defense Federal Acquisition Regulation Supplement and authorized in writing by the contracting officer to perform specific technical or administrative functions.

(b) If the Contracting Officer designates a contracting officer's representative (COR), the Contractor will receive a copy of the written designation. It will specify the extent of the COR's authority to act on behalf of the contracting officer. The COR is not authorized to make any commitments or changes that will affect price, quality, quantity, delivery, or any other term or condition of the contract.

DFARS 252.232-7006 WIDE AREA WORKFLOW PAYMENT INSTRUCTIONS (JAN 2023)

(a) Definitions. As used in this clause—

“Department of Defense Activity Address Code (DoDAAC)” is a six-position code that uniquely identifies a unit, activity, or organization.

“Document type” means the type of payment request or receiving report available for creation in Wide Area WorkFlow (WAWF).

“Local processing office (LPO)” is the office responsible for payment certification when payment certification is done external to the entitlement system.

“Payment request” and “receiving report” are defined in the clause at 252.232-7003 , Electronic Submission of Payment Requests and Receiving Reports.

(b) Electronic invoicing. The WAWF system provides the method to electronically process vendor payment requests and receiving reports, as authorized by Defense Federal Acquisition Regulation Supplement (DFARS) 252.232-7003 , Electronic Submission of Payment Requests and Receiving Reports.

(c) WAWF access. To access WAWF, the Contractor shall—

(1) Have a designated electronic business point of contact in the System for Award Management at https://www.sam.gov; and

(2) Be registered to use WAWF at https://wawf.eb.mil/ following the step-by-step procedures for self-registration available at this web site.

(d) WAWF training. The Contractor should follow the training instructions of the WAWF Web-Based Training Course and use the Practice Training Site before submitting payment requests through WAWF. Both can be accessed by selecting the “Web Based Training” link on the WAWF home page at https://wawf.eb.mil/

(e) WAWF methods of document submission. Document submissions may be via web entry, Electronic Data Interchange, or File Transfer Protocol.

(f) WAWF payment instructions. The Contractor shall use the following information when submitting payment requests and receiving reports in WAWF for this contract or task or delivery order:

(1) Document type. The Contractor shall submit payment requests using the following document type(s):

(i) For cost-type line items, including labor-hour or time-and-materials, submit a cost voucher.

(ii) For fixed price line items—

(A) That require shipment of a deliverable, submit the invoice and receiving report specified by the

Contracting Officer.

SECTION G – CONTRACT ADMINISTRATION DATA

https://www.acquisition.gov/dfars/subpart-252.2-text-provisions-and-clauses#DFARS_252.232-7003 https://www.acquisition.gov/dfars/subpart-252.2-text-provisions-and-clauses#DFARS_252.232-7003

(B) For services that do not require shipment of a deliverable, submit either the Invoice 2in1, which meets the requirements for the invoice and receiving report, or the applicable invoice and receiving report, as specified by the Contracting Officer.

(iii) For customary progress payments based on costs incurred, submit a progress payment request.

(iv) For performance based payments, submit a performance based payment request.

(v) For commercial financing, submit a commercial financing request.

(2) Fast Pay requests are only permitted when Federal Acquisition…