Solicitation 12318727Q0010 DOE Approved Project Facilitator.pdf

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WASHINGTON DC 20250-1138

1400 INDEPENDENCE AVE SW MS-1138

AQM PROC PROPERTY

USDA FOREST SERVICE

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541330

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REQUEST FOR

PROPOSAL

(RFP)

INVITATION

FOR BID (IFB)

10. THIS ACQUISITION ISCODE

REQUEST FOR

QUOTE (RFQ)

14. METHOD OF SOLICITATION

13b. RATING

NORTH AMERICAN INDUSTRY

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SMALL BUSINESS

11/13/2026 1000 ES

10/23/2026

202-617-8490CASSANDRA CAREY

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INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

12318727Q0010

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 48 1178292OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

MADISON WI 53726-2398

ONE GIFFORD PINCHOT DRIVE

FOREST PRODUCTS LABORATORY

USDA FOREST SERVICE

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WASHINGTON DC 20250-1138

1400 INDEPENDENCE AVE SW MS-1138

AQM PROC PROPERTY

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EFFECTIVE DATE

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HUBZONE SMALL

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8(A)

USDA FOREST SERVICE

WOMEN-OWNED SMALL

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24.

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UNIT

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QUANTITY

20.

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19.

ITEM NO.

Delivery: 12/31/2029 Period of Performance: 11/16/2026 to 12/31/2029

0001 Provide all labor, materials and supplies for Project Facilitator Services per PWS, herein.

Period of Performance: 11/20/2026 to 12/31/2029

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

HEREIN, IS ACCEPTED AS TO ITEMS:

X

XX

DATED

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48 2 of

COMBINED SYNOPSIS / SOLICITATION

12318727Q0010

FAR 12.6 Streamlined Procedures for Evaluation and Solicitation of Commercial Items

USDA Forest Service Washington Office

DOE APPROVED

ESPC PROJECT FACILITATOR

Schedule of Items

SCHEDULE OF ITEMS

Forest Products Laboratory DISTRICT/FOREST/STATION/ACTIVITY

PROJECT TITLE: ESPC Project Facilitator

WORKPLAN ACQUISITION PLAN/REQUISITION NO: 1178292

Period of Performance (Required for Services and A&E) 11/15/2026 - 12/31/2029

SCHEDULE OF ITEMS

ITEM

NUMBER DESCRIPTION PAY

UNIT EST QTY EST

COST

A1 Project Familiarity Review HR

A3.3 Engineering & Economic Reviews for Project Development (Phase 2 only) HR

A3.4 Negotiation & Award Consultation Support (Phase 2 only) HR

A4.1 Post-Award Kick-off & Design Phase Support (Phase 1 &

2) HR

A4.2 Installation Phase Support HR A4.3 Commissioning & Project Acceptance Support HR A4.4 Post-Installation M&V Support HR A5 Post-Award, 1st Year M&V - Phase 1 OPTION HR A5 Post-Award, 1st Year M&V - Phase 2 OPTION HR C Travel - per trip BASE SCOPE LS C Travel - per trip OPTION LS

EA - EACH

MO - MONTH

Award anticipated to be a firm fixed price contract.

*Actual dates will be based on award

1.0 INTRODUCTION/OVERVIEW

The U.S. Department of Agriculture’s (USDA) Forest Service requires the need to purchase the services of a Project Facilitator to be used to achieve fair, objective, and transparent valuation and pricing measures for Forest Service Energy Savings Programs at Forest Products Lab. Product or Service Code (PSC): R425 – SUPPORT- PROFESSIONAL: ENGINEERING/TECHNICAL. NAICS: 541330 - Engineering Services-Contracts and Subcontracts for Engineering Services Awarded Under the National Energy Policy Act of 1992.

1.1 Background

The Forest Products Laboratory (FPL) is a national research laboratory operating under the U.S.

Department of Agriculture Forest Service. FPL was established in 1910 and leads federal wood utilization research and serves the entire United States. FPL staff regularly cooperate with government agencies, universities, and the private sector to develop and implement problem-solving technologies that ensure the long-term sustainability of forests and forest-based economies.

Research conducted at the Lab includes but is not limited to specialties like testing fire materials and pilot-scale production of nanocellulose-based items. Research areas at the Lab focus on five emphasis areas:

Advanced Composites

Advanced Structures

Forest Biorefinery

Nanotechnology

Woody Biomass Utilization

Overall, the driving objective of the Forest Products Laboratory is to promote the nation’s economy, healthy forests, and quality of life for American citizens through wood and fiber utilization research.

FPL’s main campus includes 14 buildings totaling 445,924 GSF on 20 acres near the west end of University of Wisconsin-Madison. Four of these buildings are included in the scope of this ESPC and span 359,300 square feet. These buildings include: the main FPL building office and laboratory space (Building 1) with 196,300 sf, the Wood Fiber Products Lab (Building 33) with 41,500 sf, the Wood Chemistry Lab (Building 34) with 31,500 sf, and the Centennial Research Facility (Building 50) with 90,100 sf.

The Forest Service awarded the Forest Products Lab (FPL) Phase 1 ESPC in September 2026 and requires minimal Project Facilitator (PF) services in support of associated Phase 1 construction, acceptance, and M&V review. Phase 2 Energy Conservation Measures (ECMs) are more complex than those included in Phase I. The Phase 2 ESPC proposal development effort is nearing the Investment Grade Audit (IGA) stage. PF services are required to support the remaining Phase 2 Task Order award and implementation activities.

1.2 Scope

Performance Requirements for Project Facilitation Support of ESPC Projects Task Area A: Project Facilitation Services for ESPC Project Support The contractor shall provide a Department of Energy (DOE) approved Project Facilitator (PF) services in support of an ESPC project awarded through a Task Order under the DOE ESPC IDIQ contracts. (DOE-approved Federal PF information is maintained at: https://www.energy.gov/cmei/femp/federal-project-facilitators).

The Forest Service awarded the Forest Products Lab (FPL) Phase 1 ESPC in September 2026 and requires minimal PF services in support of associated Phase 1 construction, acceptance, and M&V review. Phase 2 Energy Conservation Measures (ECMs) are more complex than those included in Phase I. The Phase 2 ESPC proposal development effort is nearing the Investment Grade Audit (IGA) stage. PF services are required to support the remaining Phase 2 Task Order award and implementation activities.

The Period of Performance (PoP) for this contract is November 15, 2026 (estimated) – December 31, 2029.

A tentative timeline is shown below and subject to change:

Tentative Timeframe Phase Activity Late January 2027 Phase 1 Combined design/construction kick-off Late February 2027 Phase 2 60% IGA Submission and Evaluation Late April/early May 2027 Phase 2 90% IGA Submission and Evaluation Late Summer 2027 Phase 2 Task Order Award

Late Fall 2027 Phase 1 Construction complete/inspection/acceptance

Early Winter 2027 Phase 2 Combined design/construction kick-off

Early Winter 2028 Phase 2 Construction complete/inspection/acceptance

PF services for Task Area A include the following tasks and subtasks:

Task A1: Project Familiarity Review (Phase 1 and Phase 2)

The PF shall review the Agency site’s documentation related to Phase 1 and Phase 2 efforts to become familiar with the project scope.

Task A2: Omitted

Task A3: Proposal Development and Task Order Award Support (Phase 2 only) Provide technical support to the CO/COR during the development of the Investment Grade Audit (IGA), the final proposal, and negotiation and award of the task order associated with the Phase 2 effort.

Subtask A3.3: Engineering and Economic Reviews for Project Development (Phase 2 only):

Provide technical support to the CO/COR during the development of the ESPC project, including the reviews of the Final Proposal/revised IGA.

Note: This task includes attending and actively participating in one-hour, virtual project development meetings with the ESCO, CO, COR, and project team through TO award.

https://www.energy.gov/cmei/femp/federal-project-facilitators https://www.energy.gov/cmei/femp/federal-project-facilitators

The PF shall provide engineering and economic reviews of energy efficiency, renewable energy, and water efficiency measures developed in initial and final versions of the IGA and Final Proposal. The PF shall provide engineering and economic reviews of Measurement and Verification (M&V) strategies, operations and maintenance strategies, commissioning plans, constructability, advice on project risks and responsibilities, and monitoring regulatory requirements and liability issues to facilitate appropriate risk sharing for project success. The PF shall provide a review of ESPC task order requirements to ensure consistency with DOE ESPC IDIQ contract requirements, including incorporated M&V strategies, commissioning, risk and responsibility matrix and other guidelines.

The PF shall discuss any issues or concerns regarding this review with the CO/COR and/or COR.

The PF shall facilitate follow-up teleconference meetings in support of the IGA development. When requested, the PF shall assist the CO/COR with the ESCO comment responses to the IGA/proposal reviews. The PF shall incorporate any comments developed during the initial steps of this task.

NOTE on Price Reasonableness: The CO/COR has overall responsibility for the price reasonableness determination of an ESPC project. However, the PF shall provide a limited price reasonableness assessment for ECMs in the project as part of its Final Proposal/revised IGA review.

The PF shall perform this review in line with FEMP pricing guidance found in the “Determinations for Price Reasonableness in Federal ESPCs guide. The PF should focus on one or more of the strategies cited in the guide:

1) comparison with previous prices, or agency or contractor data,

2) parametric comparison methods, and

3) comparison with published prices.

The PF may utilize FEMP resources cited in this guide for each strategy or may use other available pricing data. The PF shall document its pricing analysis work using the Project ECM Pricing Analysis template (in the ESPC Project Development Resource Guide) and in a parametric analysis template if a parametric analysis is performed (an example is provided in the appendix). The PF may utilize its own cost analysis tools to provide additional pricing analysis. Additionally, the PF may perform a life cycle cost analysis if requested by the CO/ COR CO/COR as part of the price reasonableness assessment.

Subtask A3.3 Deliverables The PF shall provide verbal and written advice to the CO/COR, including a full set of written comments and recommendations on the initial, intermediate, and final versions of the IGA and Final Proposal. The PF shall include supporting engineering and economic analysis documentation in each set of written comments and recommendations. The PF shall provide a copy of the written comments and recommendations on the final proposal/revised IGA to the CO/COR, including the supporting engineering and economic analysis documentation and a completed IGA/proposal checklist. When requested, the PF shall provide written recommendations to the CO/COR on the ESCO comment responses to the IGA/proposal reviews. The PF shall provide an independent analysis of cost and a cost estimate of construction of the proposed project during the final version of the IGA and Final Proposal. Cost analysis should assure that line-item breakdowns are correct and consistent, all design elements are included, unit costs are reasonable, quantity takeoffs are accurate (where applicable), extended costs are accurate, subcontract quotes are reasonable for the scope of work provided to the subcontractors, the costs are allocated properly in the TO Schedules, and the level of back-up detail provided by the ESCO is appropriate.

Subtask A3.4: Negotiation and Award Consultation Support (Phase 2 only) Provide technical support to the CO/COR through the negotiation process up to Task Order award for the Phase 2 effort.

The PF shall assist the CO and COR, as required, with development of the technical and price negotiation approaches and strategies, such as advice on opportunities and options, and alternatives to achieve a negotiated agreement. The PF shall document the lessons learned for the ESPC project through the project development process up to negotiation and award, describing what went well and what needs improvement in the CO/COR’s ESPC process.

Subtask A3.4 Deliverables The PF shall provide verbal and written advice to the CO/COR on negotiations. After award, the PF shall provide a compiled copy of the written comments and recommendations on negotiations to the CO/COR. After award the PF shall provide a written lessons learned document to the CO/COR for the ESPC project development process.

Task A4: Construction Period and Project Acceptance Support (Phase 1 and Phase 2) Provide technical support to the CO/COR during the post-award and construction period phases, including design, ECM installation, post-installation, and project acceptance activities related to the Phase 1 and Phase 2 efforts.

Subtask A4.1: Post-Award Kickoff and Design Phase Support The PF shall participate in a post-award kickoff meeting with the CO/COR and ESCO to assist with reaching a clear and mutual understanding of the contract requirements for the construction period.

When requested by the CO/COR, the PF shall support the development of the agenda for the post-award kickoff meeting. The objectives of this meeting are to review and establish construction roles, responsibilities, and expectations, review and define milestone schedules for design and construction, and review and establish protocols for communications, site access, and the submittal review process.

During the design phase, the PF shall review and provide comments for the commissioning and installation plan and provide technical advice as needed on design submittals, and other submittals from the ESCO.

SubTask A.4.1 Deliverables Deliverables: If requested, the PF shall provide a draft meeting agenda and/or template to the CO/COR prior to the meeting. When requested, the PF shall submit written comments on the final meeting agenda, along with notes taken during the meeting to the CO/COR. CO/CORThe PF shall provide verbal and written recommendations to the CO/COR on the commissioning and installation plan and provide technical advice as needed on design submittals, and other submittals from the ESCO. The PF contractor shall summarize the activities performed under this subtask in the monthly report. (See Task B.1) Subtask A4.2: Installation Phase Support The PF contractor shall participate in a construction kickoff meeting with the CO/CORCO/COR and ESCO to assist with the establishment of construction roles, responsibilities, expectations, milestones, communications protocol, and submittal review process. The PF shall assist with the development of the agenda for the construction kickoff meeting. The PF shall document and/or review meeting notes for the construction kickoff meeting. During the installation, the PF shall be available to assist with answers to questions developed by the site's construction program personnel. When requested, the PF shall provide a technical review of any installation phase submittals and provide advice on the ESCO’s compliance with the approved design documents and installation plans. The PF shall provide guidance on Government witnessing of the ESCO’s performance. The PF shall participate in a minimum of one installation phase meeting per month with the CO/COR and the ESCO to provide technical advice as needed. (The CO/COR may request more frequent meeting support.)

SubTask A.4.2 Deliverables The PF shall provide a draft meeting agenda and/or review comments on a draft agenda for the construction kickoff meeting to the CO/COR. After the construction kickoff meeting, the PF shall provide meeting notes and/or review comments to the CO/COR. The PF shall provide verbal and written advice to the CO/COR, including written comments and recommendations as needed on technical issues and change orders that come up during the installation phase. When requested, the PF shall provide written review comments to the CO/COR on installation phase submittals.

Subtask A4.3: Commissioning and Project Acceptance Support The PF shall be available to assist the CO/COR with any technical issues that come up during the commissioning of ECMs and the process of project acceptance. When requested, the PF shall provide advice on the ESCO’s compliance with the approved commissioning and acceptance plans. The PF shall review and provide comments on the Commissioning Report and Project Acceptance documents.

SubTask A.4.3 Deliverables The PF shall provide verbal advice to the CO/COR during this phase as needed. The PF shall provide written comments and recommendations on the Commissioning Report and Project Acceptance documents to the CO/COR.

Subtask A4.4: Post-Installation M&V Support The PF shall provide a technical review of the Post-Installation M&V Report, including advice on the ESCO’s compliance with the approved M&V plan in the ESPC Task Order. The PF shall also provide an ECM performance review with the M&V report review. The PF shall document the lessons learned for the ESPC project from post-award through the post-installation M&V report acceptance, describing what went well and what needs improvement in the CO/COR’s ESPC process.

SubTask A.4.4 Deliverables The PF shall provide verbal and written advice to the CO/COR, including written comments and recommendations on the Post-Installation M&V Report and an ECM performance review. After agency acceptance of the post-installation M&V report, the PF shall provide a written lessons learned to the CO/COR for the ESPC project from post-award through the post-installation M&V report acceptance.

Task A5: First Year of Performance Support Provide technical support to the CO/COR during the first year of ECM performance after full project acceptance, including a review of the 1st Year M&V Report.

The PF shall provide assistance to the CO/COR with any technical issues that come up during the first year of ECM performance. The PF shall provide a technical review of the first annual M&V report and confirm it is in compliance with the approved M&V plan in the ESPC Task Order. The PF shall also provide an ECM Performance Review with the 1st Year M&V report review.

Task A.5 Deliverables The PF shall provide verbal and written advice to the CO/COR, including written comments and recommendations on the 1st Year M&V Report and an ECM performance review. The PF shall also provide a completed Annual M&V Report Review checklist to the COR.

Task Area B Reserved

Task Area C: Travel (Includes Optional Travel) Estimated travel timeframes are provided below. Trips identified with an * are to be priced as optional items.

All other PF work will be remote/virtual. Three working days (with a departing/returning travel day) should be assumed for each trip below. Pricing should be provided on a per trip basis.

2.0 Performance Requirements Summary (PRS)

The contractor requirements are summarized in the following PRS tables into task areas that fulfill the performance objectives. In addition, the Metric and Acceptable Quality Level columns describe how the

Tentative Timeframe Phase Activity

Late January 2027 Phase 1 & Phase 2

Phase 1 design/construction kick-off;

familiarization of Phase 2 project requirements

Late Fall 2027* Phase 1 Construction complete/inspection/acceptance Early Winter 2028* Phase 2 Construction complete/inspection/acceptance contractor’s performance will be measured.

Performance Requirements Summary Table, PF Services for ESPC Project Support, Task Area A

Task Task Description Performance Standard Metric Acceptable

Quality Level Monitoring

System

A1 Project Familiarity Review

Review the Agency site’s documentation to become familiar with the project scope

Date of delivery and summary of findings

On time delivery of summary. No deviations.

Summary of findings.

Performance Requirements Summary Table, PF Services for ESPC Project Support, Task Area A, Continued

Task Task Description Performance Standard Metric Acceptable

Quality Level Monitoring

System

A3.3

Support the

CO/COR

during the development of the ESPC project, including reviews of the IGA and Final Proposal at the final stage.

Review the final version of the IGA and Final Proposal, and provide comment consolidation support to the CO/COR within 30 days of issue. When requested, review the ESCO comment responses and evaluate with CO/COR within 30 days of ESCO submittal. Provide a limited price reasonableness assessment for ECMs in the project. .

Date of delivery & issue of consolidated comments for customer transmittal to ESCO and price reasonableness assessment to the agency.

Issue of comments on evaluation of

ESCO

responses.

On time delivery of comments. No deviations.

Consolidated comments.

A3.4

Support the CO/COR in negotiation and award of the Task Order.

Provide advice on negotiation approaches and strategies, including various evaluations of technical, financial, M&V, and pricing elements, to the CO/COR within 30 days of Final Proposal issue. Provide lessons learned on ESPC project development process to CO/COR within 5 days of date requested and to the DOE COR within 30 days after task order award.

Date of delivery and issue of consolidated recommend-ations and comments.

Issue of lessons learned.

On time delivery of recommendations and comments and lessons learned. No deviations.

Consolidated recommend-ations and comments and lessons learned.

Performance Requirements Summary Table, PF Services for ESPC Project Support, Task Area A, Continued

Task Task Description Performance Standard Metric Acceptable

Quality Level Monitoring

System

A4.1

Support the

CO/COR

during the Post-Award kickoff meeting and construction design phase.

When requested and prior to the meeting, provide a draft meeting agenda and requested comments on final agenda within 5 days of dates requested by CO/COR.

Participate in the Post-Award kickoff meeting on date(s) specified by CO/COR.

Provide meeting notes within 10 days from end of meeting.

Review and provide

Date of delivery and issue of agenda, comments, and meeting notes.

Issue of review comments on submittals and plans.

On time delivery of agenda & comments, meeting notes, and review comments on submittals and plans. No deviations.

Agenda, comments, notes, and reviews.

coordination of comments on all design submittals and plans from the ESCO within 30 days of receipt.

A4.2

Support the

CO/COR

during the installation period.

Participate in the Construction Kickoff meeting on date(s) specified by CO/COR. Provide recommendations & comments on technical issues and change orders within 15 days of receipt. Coordinate with DOE CO/COR any contractual issues that develop within 5 days of issue becoming known. Prior to the meeting, provide a draft meeting agenda and requested comments on final agenda within 5 days of dates requested by CO/COR.

When requested, review & provide comments on installation phase submittals within 30 days of receipt

Date of delivery and issue of agenda and comments. Date of delivery, resolution of technical issues, and issue of comments on change orders.

Early coordination of issues with DOE. Issue of review comments on submittals.

On time delivery of agenda & comments, meeting notes, technical issue recommendations, change order responses and installation submittal comments. No deviations.

Agenda, comments, notes, and reviews.

Performance Requirements Summary Table, PF Services for ESPC Project Support, Task Area A, Continued

Task Task Description Performance Standard Metric Acceptable

Quality Level Monitoring

System

A4.3

Support the

CO/COR

during the Commission-ing & Project Acceptance activities.

Provide recommendations & comments on the Commissioning Report and Project Acceptance documents within 30 days of receipt. Provide project acceptance documentation to DOE within 10 days of agency’s full acceptance.

Date of delivery and issue of recommend-ations & comments on reports and documents.

On time delivery of recommendations & comments. No deviations.

Recommendati ons and comments.

A4.4

Support the

CO/COR

during the Post- Installation

(PI) M&V

activities.

Provide comments on PI M&V Report (w/ ECM Performance review) within 30 days of receipt. Provide lessons learned on ESPC project implementation process to the CO/COR within 5 days of date requested and to the DOE COR within 30 days after post-installation M&V report acceptance.

Date of delivery and issue of comments on PI M&V report review. Issue of lessons learned.

On time delivery of recommendations & comments and lessons learned.

No deviations.

Recommendati ons and comments

A5

Support the

CO/COR

during the first year of ECM performance, including a review of the

When requested, provide recommendations on technical issues during first year of performance within 15 days of receipt. Provide review comments on the 1st Year M&V report (w/ ECM Performance review) within

Date of delivery, resolution of issues, and issue of review comments and checklist.

On time delivery of recommendations & comments and checklist. No deviations.

Recommendati ons, comments, and checklist

1st Year M&V Report.

30 days of issue. Provide Annual M&V Report Review checklist within 30 days of issue.

3.0 Deliverable Requirements

Schedule of Project Reporting Requirements & Deliverables, Task Area A, ESPC IDIQ Project Support Task Deliverable Frequency Due Copies Recipient

A1 Summary of Project Familiarity Review

Once per Project

30 days post date of award of PF TO in

Monthly Report

CO/COR/CS

Final Proposal/IGA Review Comments & Price Reasonableness Assessment

Once per Project

30 days post Final Proposal/IGA

Receipt; Summary in Monthly Report

CO/COR

Final Proposal/IGA Cost Analysis and Estimate

Once per Project

30 days post Final Proposal/IGA

Receipt; Summary in Monthly Report

CO/COR

ESCO Comment Response Review for IGA/Final Proposal

Twice per Project

30 days post receipt of ESCO Comments;

Summary in Monthly

Report

CO/COR

A3.3

IGA/Proposal Review Checklist

Once per Project

30 days post Final Proposal Receipt 1

CO/COR

Negotiation Recommendations

Once per Project

As Required by Ordering Agency;

Summary in Monthly Report

CO

Compiled Summary of Negotiation Recommendations (and Revised Final Proposal Review Comments)

Once per Project

15 days after Award;

Summary in Monthly

Report

CO/COR

A3.4

Project Development Lessons Learned for ESPC Project

Once per Project 30 days after Award 1

CO/COR

Note: All deliverables shall be submitted electronically, either by email or uploaded to a specific online system, in pdf or other compatible MS Office format

Schedule of Project Reporting Requirements & Deliverables, Task Area A, ESPC IDIQ Project Support, Continued

Task Deliverable Frequency Due Copies Recipient

Post-Award Kickoff Meeting Draft Agenda & Comments

Once per Project when requested

As Required by Ordering Agency;

Summary in Monthly Report

CO

A4.1

Post-Award Kickoff Meeting Notes

Once per Project

As Required by Ordering Agency; 1 CO when requested

Summary in Monthly Report

Installation Plan Recommendations

Once per Project

As Required by Ordering Agency;

Summary in Monthly Report

CO/COR

Commissioning Plan Review and Recommendations

Once per Project

As Required by Ordering Agency;

Summary in Monthly Report

CO/COR

Technical recommendations on Other Submittals and Plans including design submittals

As Requested

As Required by Ordering Agency;

Summary in Monthly Report

CO/COR

Construction Kickoff Meeting Agenda & Comments

Once per Project when requested

As Required by Ordering Agency;

Summary in Monthly Report

CO

Construction Kickoff Meeting Notes

Once per Project when requested

As Required by Ordering Agency;

Summary in Monthly Report

CO

Review Comments on Installation Phase Submittals

As Requested

As Required by Ordering Agency;

Summary in Monthly Report

CO/COR

Technical Issues & Change Orders Review Comments

As Required

15 days after receipt; Summary in Monthly Report

CO/COR

A4.2

Summary of Technical Issues & Change Orders Recommendations

Once per Project

30 days after end of installation phase

COR

Note: All deliverables shall be submitted electronically, either by email or uploaded to a specific online system, in pdf or other compatible MS Office format.

Schedule of Project Reporting Requirements & Deliverables, Task Area A, ESPC IDIQ Project Support, Continued

Task Deliverable Frequency Due Copies Recipient

Commissioning Report Review Comments

Once per Project

30 days after receipt of report;

Summary in Monthly Report

CO/COR

Project Acceptance Documents Review Comments

Once per Project

30 days after receipt of report;

Summary in Monthly Report

CO/COR

A4.3

Final Project Acceptance Documentation

Once per Project

5 days after notification by

Ordering Agency

CO/COR

A4.4 Post-Installation M&V Report Review Comments (with ECM Performance Review)

Once per Project

30 days after receipt of report;

Summary in Monthly Report

CO/COR

Post-Installation M&V Report Review Checklist

Once per Project

30 days after receipt of report 1 COR

Project Implementation Lessons Learned for ESPC Projects

Once per Project

30 days after Project

Acceptance

CO/COR

1st Year M&V Report Review Comments (with ECM Performance Review)

Once per Project

30 days after receipt of report;

Summary in Monthly Report

CO/COR

Annual M&V Report Review Checklist

Once per Project

30 days after receipt of report 1 COR A5

Technical Performance Issues Recommendations

When Requested

15 days after receipt; Summary in Monthly Report

CO/COR

Note: All deliverables shall be submitted electronically, either by email or uploaded to a specific online system, in pdf or other compatible MS Office format

Federal Acquisition Regulation (FAR) and United States Department of Agriculture Acquisition Regulation (AGAR) Clauses and Provisions The clauses and provisions contained herein are applicable to any order awarded as a result of this solicitation. The terms and conditions set forth herein supersede all other terms and conditions.

Acceptance of the order in accordance with (IAW) FAR 12.201-l(b)(2) constitutes acceptance of all terms and conditions contained herein.

52.252-2 Clauses Incorporated by Reference Feb 1998 This solicitation incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also the full text of the clause may be accessed electronically at Internet address https://www.acquisition.gov/far-overhaul/far-part-deviation-guide/far-overhaul-part-52

52.212-4 Terms and Conditions-Commercial Products and Commercial Services (Nov 2025) Alternate I (Nov 2025) of 52.212-4

52.203-17 Contractor Employee Whistleblower Rights (Nov 2023) 52.203-19 Prohibition on Requiring Certain Internal Confidentiality Agreements or Statements

(Jan 2017) 52.222-50 Combating Trafficking in Persons (Nov 2025)

D Alternate I (Nov 2025) of 52.222-50 52.226-8 Encouraging Contractor Policies to Ban Text Messaging While Driving (May 2024) 52.232-39 Unenforceability of Unauthorized Obligations (Jun 2013) 52.232-40 Providing Accelerated Payments to Small Business Subcontractors (Mar 2023) 52.233-3 Protest After Award (Sep 2025)

52.233-4 Applicable Law for Breach of Contract Claim (Sep 2025) 52.240-91 Security Prohibitions and Exclusions (Nov 2025)

52.244-6 D Alternate I (Nov 2025) of 52.240-91 Subcontracts for Commercial Products and Commercial Services (Nov 2025)

52.203-6 Restrictions on Subcontractor Sales to the Government (Jun 2020) with Alternate I (Nov 2021) of 52.203-6 52.203-13 Contractor Code of Business Ethics and Conduct (Nov 2021) 52.204-9 Personal Identity Verification of Contractor Personnel Jan 2011 52.204-13 System for Award Management-Maintenance (Nov 2025) 52.204-91 Contractor identification (Nov 2025) 52.209-6 Protecting the Government's Interest When Subcontracting with

Contractors Debarred, Suspended, or Proposed for Debarment (Sep 2025) 52.209-9 Updates of Publicly Available Information Regarding Responsibility

Matters (Sep 2025) 52.219-14 Limitations on Subcontracting (Nov 2025) 52.219-16 Liquidated Damages-Subcontracting Plan (Nov 2025) 52.222-40 Notification of Employee Rights Under the National Labor Relations Act (Dec 2010) https://www.acquisition.gov/far-overhaul/far-part-deviation-guide/far-overhaul-part-52 https://www.acquisition.gov/far-overhaul/far-part-deviation-guide/far-overhaul-part-52

52.222-41 Service Contract Labor Standards (Aug 2018) 52.222-42 Statement of Equivalent Rates for Federal Hires (May 2014)

This Statement is for Information Only:

It is not a Wage Determination

Employee Class I Monetary Wage -- Fringe Benefits

I

I

I

52.222-43 Fair Labor Standards Act and Service Contract Labor Standards -- Price Adjustment (Multiple Year and Option Contracts) (Aug 2018) 52.222-44 Fair Labor Standards Act and Service Contract Labor Standards -- Price Adjustment (May 2014) 52.222-53 Exemption from Application of the Service Contract Labor Standards to Contracts for Certain Services-Requirements (Nov 2025) 52.222-54 Employment Eligibility Verification (Nov 2025) 52.222-90 Addressing DEi Discrimination by Federal Contractors (Apr 2026)

52.223-23 Sustainable Products and Services (Nov 2025) 52.224-3 Privacy Training (Jan 2017)

□ Alternate I (Jan 2017) of 52.224-3 52.232-29 Terms for Financing of Purchases of Commercial Products and Commercial Services

(Nov 2021) 52.232-30 Installment Payments for Commercial Products and Commercial Services

(Nov 2021) 52.232-33 Payment by Electronic Funds Transfer- System for Award Management (Oct 2018) 52.232-36 Payment by Third Party (Nov 2025) 52.237-2 Protection of Government Buildings, Equipment, and Vegetation (Apr 1984) 52.237-3 Continuity of Services (Jan 1991) 52.240-92 Security Requirements (Nov 2025) 52.240-93 Basic Safeguarding of Covered Contractor Information Systems (Nov 2025) 52.216-18 52.216-19 52.216-21

52.217-6 52.217-7 52.217-8

52.217-9

52.232-90 52.245-1

52.245-2 52.245-9

Ordering (Aug 2020) Delivery - Order Limitations (Oct 1995) Requirements (Nov 2025)

□ Alternate I (Apr 1984) of 52.216-21 Option for Increased Quantity (Mar 1989) Option for Increased Quantity - Separately Priced Line Item (Mar 1989) Option to Extend Services (Nov 1999) 30 calendar days prior to contract expiration Option to Extend the Term of the Contract (Mar 2000)

(a) 30 Calendar days prior to contract expiration and 60 days

(c) five years.

Fast Payment Procedures (Nov 2025) Government Property (Sep 2021) D Alternate I (Sep 2021) of 52.245-1 Government Property Use and Charges

52.217-8 Option to Extend Services (Nov 1999)

The Government may require continued performance of any services within the limits and at the rates specified in the contract. These rates may be adjusted only as a result of revisions to prevailing labor rates provided by the Secretary of Labor. The option provision may be exercised more than once, but the total extension of performance hereunder shall not exceed 6 months. The Contracting Officer may exercise the option by written notice to the Contractor within fifteen (15) days of performance expiration.

(End of clause)

52.204-21 Basic Safeguarding of Covered Contractor Information Systems (Nov 2021)

(a) Definitions. As used in this clause— Covered contractor information system means an information system that is owned or operated by a contractor that processes, stores, or transmits Federal contract information.

Federal contract information means information, not intended for public release, that is provided by or generated for the Government under a contract to develop or deliver a product or service to the Government, but not including information provided by the Government to the public (such as on public websites) or simple transactional information, such as necessary to process payments.

Information means any communication or representation of knowledge such as facts, data, or opinions, in any medium or form, including textual, numerical, graphic, cartographic, narrative, or audiovisual (Committee on National Security Systems Instruction (CNSSI) 4009).

Information system means a discrete set of information resources organized for the collection, processing, maintenance, use, sharing, dissemination, or disposition of information (44 U.S.C. 3502).

Safeguarding means measures or controls that are prescribed to protect information systems.

(b) Safeguarding requirements and procedures.

(1) The Contractor shall apply the following basic safeguarding requirements and procedures to protect covered contractor information systems. Requirements and procedures for basic safeguarding of covered contractor information systems shall include, at a minimum, the following security controls:

(i) Limit information system access to authorized users, processes acting on behalf of authorized users, or devices (including other information systems).

(ii) Limit information system access to the types of transactions and functions that authorized users are permitted to execute.

(iii) Verify and control/limit connections to and use of external information systems.

(iv) Control information posted or processed on publicly accessible information systems.

(v) Identify information system users, processes acting on behalf of users, or devices.

(vi) Authenticate (or verify) the identities of those users, processes, or devices, as a prerequisite to allowing access to organizational information systems.

(vii) Sanitize or destroy information system media containing Federal Contract Information before disposal or release for reuse.

(viii) Limit physical access to organizational information systems, equipment, and the respective operating environments to authorized individuals.

(ix) Escort visitors and monitor visitor activity; maintain audit logs of physical access; and control and manage physical access devices.

(x) Monitor, control, and protect organizational communications (i.e., information transmitted or received by organizational information systems) at the external boundaries and key internal boundaries of the information systems.

(xi) Implement subnetworks for publicly accessible system components that are physically or logically separated from internal networks.

http://uscode.house.gov/view.xhtml?req=granuleid:USC-prelim-title44-section3502&num=0&edition=prelim

(xii) Identify, report, and correct information and information system flaws in a timely manner.

(xiii) Provide protection from malicious code at appropriate locations within organizational information systems.

(xiv) Update malicious code protection mechanisms when new releases are available.

(xv) Perform periodic scans of the information system and real-time scans of files from external sources as files are downloaded, opened, or executed.

(2) Other requirements. This clause does not relieve the Contractor of any other specific safeguarding requirements specified by Federal agencies and departments relating to covered contractor information systems generally or other Federal safeguarding requirements for controlled unclassified information (CUI) as established by Executive Order 13556.

(c) Subcontracts. The Contractor shall include the substance of this clause, including this paragraph (c), in subcontracts under this contract (including subcontracts for the acquisition of commercial products or commercial services, other than commercially available off-the-shelf items), in which the subcontractor may have Federal contract information residing in or transiting through its information system.

(End of clause)

AGAR Clauses

452.203-71 Anti-Discrimination and Diversity, Equity, and Inclusion (DEi) Compliance (Dec 2025)

(a) By entering into this contract, the Contractor certifies that:

(1) It is compliant with all applicable Federal anti-discrimination laws and the Equal Protection principles of the U.S. Constitution, and it will remain compliant for the duration of the contract.

(2) Neither it nor any subcontractor or teaming partner operates or funds any program, policy, or initiative that promotes DEi in a manner that violates any applicable Federal anti-discrimination laws, including but not limited to Title VI and VII of the Civil Rights Act of 1964, or the Equal Protection principles of the U.S. Constitution, and the Contractor and any subcontractor or teaming partner will not do so for the duration of the contract.

(b) If the Contractor participates in, facilitates, or funds programs that implicate Title VI of the Civil Rights Act of 1964 or Title IX of the Education Amendments of 1972, as amended, including but not limited to grants to or for schools, colleges, universities, 4-H programs, non-governmental organization (NGO) programs, sports programs, and education-related grants to prisons or other detention facilities, the Contractor certifies that it will remain compliant with those laws, including the requirements set forth in Executive Order 14168, Defending Women from Gender Ideology Extremism and Restoring Biological Truth to the Federal Government, and Executive Order 14173, Ending Illegal Discrimination and Restoring Merit-Based Opportunity.

(c) The Contractor affirms that the above requirements are conditions of payment that go to the essence of the contract and are therefore material terms of the contract. Payments under the contract are predicated on compliance with the above requirements, and therefore the Contractor is not eligible for funding under the contract or to retain any funding under the contract absent compliance with the above requirements.

(d) This certification reflects a change in the Government's position regarding the materiality of the foregoing requirements and therefore any prior payment of similar claims does not reflect the materiality of the foregoing requirements to this contract.

(e) Submission of a knowing false statement relating to Contractor's compliance with the above requirements and/or eligibility for the contract may subject the Contractor to liability under the False Claims Act, 31 U.S.C. § 3729, and/or criminal liability, including under 18 U.S.C. §§ 287 and 1001.

(f) The Contractor must include the provisions of this clause in all subcontract solicitations.

(g) Failure on the part of the Contractor or its subcontractors to comply with the terms of this clause may be grounds for the Contracting Officer to terminate this contract for default.

(End of Clause)

AGAR 452.203-72 Unenforceable Supplier Terms

(a) Definitions.

Supplier terms mean provisions customarily drafted by vendors of supplies or services and intended to create a binding legal obligation on the end user. The term applies:

(1) Regardless of the format or style of the document. For example, supplier terms may appear in standard terms of sale or lease, Terms of Service (TOS), End User License Agreement (EULA), or another similar legal instrument or agreement, and may be presented as part of a proposal or quotation responding to a solicitation for a contract or order or otherwise become effective after the contract date.

(2) Regardless of the media or delivery mechanism used. For example, supplier terms may be presented as one or more paper documents or may appear on a computer or other electronic device screen during a purchase, software installation, other product delivery, registration for a service, or another transaction.

(b) Applicability. When any supply or service acquired under this contract is subject to supplier terms, the supplier terms are deemed part of the contract only to the extent they are consistent with this clause. Supplier terms that conflict with any part of this clause, the contract, or Federal law are void and will not be considered incorporated into a contract, even if they are physically present in a contract documentation or systems. In the event of any inconsistency between supplier terms and this contract, this clause and the terms of the Government contract shall govern and supersede any supplier terms in all cases.

(c) Authorization Required. Notwithstanding any other provision, no supplier terms shall be binding on the Government unless the term is expressly authorized on the USDA Supplier Terms Authorization Form signed by the Contracting Officer, and the completed Authorization Form has been incorporated into the contract.

(d) Unenforceable Terms. Any supplier terms that impose obligations or restrictions inconsistent with applicable Federal law are unenforceable against the Government and deemed stricken from the agreement. This includes, but is not limited to, any clause that:

(1) Requires the Government to pay future fees, penalties, interest, legal costs, early-termination fees, cancellation fees, minimum purchase commitments, true-up payments, seat-count minimums, usage minimums, continued-use charges, or any other financial obligation not expressly authorized by the contract.

(2) Requires the Government to indemnify the contractor or any other entity.

(3) Restricts the Government's ability to obtain similar supplies or services from another source.

(4) Imposes any penalty, financial or otherwise, based on the Government's decision not to exercise an option.

(5) Subjects the United States Government to the laws of any U.S. state, territory, district, municipality, or foreign nation, except where Federal law expressly permits such application.

(6) Requires dispute resolution in a forum or venue other than one prescribed by applicable Federal law.

(7) Establishes a period of limitations for bringing an action that differs from that provided by applicable Federal law.

(8) Grants the contractor rights to use, mine, access, aggregate, analyze, or otherwise exploit Government data, usage data, or metadata.

(9) Deems the Government to have accepted initial or revised terms based on silence, continued performance, or failure to object.

(10) Grants the supplier the right to audit Government facilities, systems, records, or use of the product or service, except as expressly authorized by the contract and applicable Federal law.

(11) Requires the Government to accept supplier security requirements, network access requirements, monitoring, penetration testing, or other technical or security measures.

(12) Permits the supplier to suspend, degrade, or terminate access to products or services based on alleged non-payment, alleged breach, automated security triggers.

(13) Limits the Government's right to use, install, access, test, evaluate, or transfer the licensed product or service in any manner consistent with the contract and Federal law.

(14) Requires the Government to store, process, maintain, or transmit data in a particular geographic location, or permits the supplier to transfer Government data outside the United States, except as expressly authorized by applicable Federal law.

(15) Authorizes the supplier to use the Government's name, seal, trademark, logo, or any reference to the Government as an end user or customer for marketing, publicity, promotional activities, press releases, or similar purposes.

(16) Incorporates by reference, or requires the Government to accept, terms or conditions imposed by any third party, subcontractor, or upstream service provider, unless such terms are expressly incorporated into the contract by bilateral modification.

(17) Limits, conditions, or negates the contractor's performance obligations, service levels, or remedies through a supplier-provided service level agreement (SLA).

(18) Uses Government data, usage data, metadata, prompts, content, or interactions to train, fine-tune, improve, or derive any artificial intelligence, machine learning, or automated decision-making model.

(19) Subjects the Government to automated decision-making, automated risk scoring, automated content moderation, or any algorithmic…