SOW_Resource Efficiency Manager (002).pdf

STATEMENT OF WORK (SOW)

COMPREHENSIVE ENERGY AND WATER EVALUATION

PROJECT NO. ENG-23009

Arlington National Cemetery

FEBRUARY 2023

1. GENERAL:

1.1. Introduction:

Arlington National Cemetery is our nation's most sacred shrine and the final resting place for our most revered military and civilian leaders. ANC receives millions of visitors each year - including visits from the President of the United States of America, other heads of state, family members of the deceased, and millions of tourists from around the world. Six thousand or more funerals are conducted yearly – in addition to over 2,000 other ceremonies, such as commemorations, wreath ceremonies, and head-of-state visits. These ceremonies and funerals often receive the intense focus of the press and other media. Due to the significance and attention received, strict adherence to the project specifications is essential.

The successful contractor forms a true partnership with the Federal Government to ensure those who served our nation are properly honored.

In 2022, the Arlington National Cemetery (ANC) received an Army directive that required the performance of a Comprehensive Energy and Water Evaluation (CEWE) and recommissioning or retro-commissioning at covered facilities. The CEWE policy requires that ANC evaluate approximately 25 percent of these covered facilities each year in a manner that ensures that an evaluation of each covered facility is completed every 4 years. However, due to smaller size of ANC relative to other army installations, ANC plans to perform the CEWE on 100% of covered facilities.

This work would support ANC in meeting the requirements set forth in the Energy Independence and Security Act of 2007 (EISA 2007) and the Energy Act of 2020 (EA 2020). These requirements, as well as various DoD and Army policies, require the Army to increase efficiency, optimize performance, eliminate unnecessary use of resources, and protect the environment.

1.2. Description of Services:

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

1.3. Objectives:

To retain the services of a Contractor to provide REM(s) and related technical and management services to achieve established energy and resource consumption goals and reduce the costs.

1.4. Scope:

The Contractor shall provide REM(s) and related technical and management services to perform the work set forth in the SOW. Support services include but are not limited to:

a. Conduct an energy security gap analysis and prioritization. The energy security gap analysis will consider energy system performance compared to established benchmarks or develop benchmarks if none exists for the covered facilities, which provides a process for assessment and gap analysis results to prioritize energy security projects based on system deficiencies, mission requirements and business case opportunities.

b. Identify energy efficiency opportunities with benefits, costs, and savings. This is to prioritize all identified opportunities for energy security project development. ANC plans to implement ECMs and WCMs within a two-year timeframe following completion of CEWE activities

c. Generate cost savings in the form of verifiable utility cost savings, energy project grants, avoided costs, and other incentive payments as required.

d. Reduce energy, water, and sewer costs;

e. Establish a highly visible energy and water resource conservation program through awareness campaigns and training;

1.5. Period of Performance: The period of performance (POP) shall be 180 days from the NTP.

1.6. General Information

1.6.1 Quality Control (QC):

The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this SOW. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which they assure themselves that their work complies with the requirement of the contract. As a minimum, the contractor shall develop quality control procedures that address the areas identified in Technical Exhibit 1, “Performance Requirements Summary” (PRS). The contractor shall make any modifications required to the plan within seven

(7) calendar days of notification; and obtain Contracting Officer (KO) approval in writing of any proposed change to his QC system. The Contractor’s QC Plan is to be submitted with the proposal.

1.6.2 Quality Assurance (QA):

The Government will evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s) – if any. The Contractor shall designate an employee for quality control and shall submit documentation of a monitoring system for assuring all line items are performed according to specification. This employee shall be available for consultation with the Contract Officer Representative (COR) on a daily basis.

1.6.3 Recognized Holidays:

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 Christmas Day Independence Day

1.6.4 Workdays and Hours:

The Contractor is responsible for conducting business, between the hours of 7:00 AM through 5:00 PM, Monday through Friday, except on Recognized Holidays (Section 1.6.3, which includes the weekdays they are observed on). Work during the night throughout the week or on weekends is possible, but shall first be coordinated with the COR. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this SOW when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential to the success of this requirement.

1.6.5 Place of Performance:

The work to be performed under this contract will be at the Arlington National Cemetery, Arlington, VA

1.6.6 REM Qualifications:

REM personnel qualifications, education and experience requirements are listed at Attachment 3, REM Qualifications. The REM(s) shall meet the mandatory qualifications required under each Task Order. The REM(s) shall be a Certified Energy Manager (CEM).

1.6.7 Types of Contracts: The government will award a firm-fixed-priced contract.

1.6.8 Security Requirements:

Contractor and all associated sub-contractor employees will comply with applicable installation, facility and area commander installation/facility access, and local security policies and procedures (provided by the ANC Security Office). The contractor will also provide all information required for background checks to meet installation access requirements through the ANC Security Office. Contractor workforce must comply with all personal identity verification requirements as directed by DOD, HQDA and/or local policy, including e-Verify. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) or security posture of ANC change, the Government may require changes in contractor security matters or processes.

1.6.8.1 PHYSICAL Security: The contractor shall be responsible for safeguarding all Government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.8.2. Key Control: Contractor shall be responsible for the accountability of all keys issue in support of their contractual obligations. Failure to maintaining positive control of all keys could result in a bridge of contract.

1.6.8.2.1. In the event keys, other than master keys, are lost or duplicated, the contractor shall, upon direction of the KO, re-key or replace the affected lock or locks. However, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the Contractor.

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

1.6.8.3 Lock Combinations N/A

1.6.9 Special Qualifications:

The Contractor is responsible for ensuring all employees possess and maintain current certifications and licenses during the execution of this contract.

1.6.10 Post Award Conference/Periodic Progress Meetings:

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

1.6.11 Contracting Officer Representative (COR):

The (COR) will be identified by a separate letter. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract, perform inspections necessary in connection with contract performance, maintain written and oral communications with the Contractor concerning technical aspects of the contract, issue written interpretations of technical requirements (including Government drawings, designs, specifications), monitor Contractor's performance and notifies both the KO and Contractor of any deficiencies;

coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates.

The COR is not authorized to change any of the terms and conditions of the resulting order, but should be informed of any changes prior to approval by the KO.

1.6.12 Key Personnel:

The contractor shall provide key personnel to accomplish the requirements of this contract and in accordance with the subsequent issued Task Orders.

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

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

c. Contract Manager: The contractor shall manage the contract or shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor during absences shall be designated in writing and provided to the Contracting Officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract.

1.6.13 Identification of Contractor Employees:

All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed. All employees are required to wear a badge/name plate while performing their duties

1.6.14 Contractor Travel:

Detailed investigation is required on site at each installation and individual facilities identified in the task order, in addition to work at the contractor’s place of business. Contractor may be required to travel CONUS during the performance of this contract to attend meetings, conferences, and training. The Contractor may be required to travel to off-site training locations. Contractor will be authorized travel expenses consistent with the Joint Travel Regulations (JTR) and the provisions of FAR 31.205-46, Travel Costs and the limitation of funds specified in this contract. All travel must be approved/authorized by the Government in advance. The Contractor must notify the COR/installation energy manager of any travel requirements. The contractor’s proposal shall include all travel necessary to complete all requirements in this scope of work. Circumstance may require multiple visits at individual installations. Travel costs shall not exceed Federal Joint Travel Regulations (JTR) and current Per Diem Tables.

1.6.15 Other Direct Costs N/A

1.6.16 Data Rights:

The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include architectural drawings to include As-builts produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the KO. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.6.17 Organizational Conflict of Interest:

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

1.6.18 Deliverables:

The REM(s) shall prepare monthly progress reports in the format shown in Appendix B. The Contractor shall also use this report to communicate formally any key project personnel changes that are relative to the performance of this contract. To shorten the preparation of the monthly form and charts, the REM can utilize short and concise sentences.

1.6.19 Records:

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

1.6.20 Performance Requirements Summary:

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

1.6.21 REM Goals:

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

1.7. Access and General Protection/Security Policy and Procedures The Contractor and all associated sub‐contractor employees shall provide all the information required for the background checks to meet installation access requirements to be accomplished by the installation Provost Marshal Office, Director of Emergency Services or Security Office. Contractor workforce must comply with all personal identity verification requirements (FAR clause 52.204‐9, Personal Identity Verification of Contractor Personnel) as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in Contractor security matters or processes.

1.8. iWATCH Training Contractor and all associated sub-contractor employees will brief all employees on the local iWATCH program (training materials are available from the ANC Security Office). This locally developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed prior to beginning performance. All Contractor employees and associated sub‐contractor employees must complete the DoD Cyber Awareness Challenge ( https://ia.signal.army.mil/dodiaa/default.asp ) before issuance of network access and annually thereafter.

1.8.1 For Contracts that Require OPSEC Training:

The Contractor shall comply with DoD Directive 5205.01, AR 530-1, and any applicable service regulation. The Contractors must comply with contractually imposed operations security requirements. Also, if Contractors have access to Government information, then they are required to follow the same requirements for protection of sensitive, unclassified Government information per Joint Ethics Regulation and Public Law. The Contractor shall implement OPSEC measures as ordered by the Director, USAASC. In addition, the contractor shall have an https://ia.signal.army.mil/dodiaa/default.asp identified OPSEC coordinator. Contractor personnel shall receive OPSEC awareness training within 30 days of the beginning of the contract performance. The contents of the training shall comply with AR 530-1.

1.8.2 Antiterrorism Level I Training/OPSEC (AT LVL I):

All Contractor employees, to include subcontractor employees, requiring access to Army installations, facilities and controlled access areas shall complete AT Level I awareness training within fifteen (15) calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable.

The Contractor shall submit certificates of completion for each affected Contractor employee and subcontractor employee, to the COR, within five (5) calendar days after completion of training by all employees and subcontractor personnel. AT Level I Awareness training is available at the following website:

http://jko.jten.mil/courses/atl1/launch.html or https://jkodirect.jten.mil/Atlas2/page/login/Login.jsf (for non-CAC users)

1.9. Site Specific Regulations:

ANC Contractor Support videos. All contractors and subcontractors working at ANC are required to watch the video and acknowledge via a memorandum that they have viewed and agreed to comply to the video requirements.

Contractor Support, in English: https://youtu.be/pFzsdnpHBVE Contractor Support, in Spanish: https://youtu.be/arUxvIu735E

1.10. Environmental Protection:

The Contractor and Contractor representative shall manage all waste generated by any work performed under this contract in accordance with all applicable Federal (Clean Air Act; Toxic Substances Control Act; Solid Waste Disposal Act; Resource Conservation Recovery Act; Clean Water Act; Safe Drinking Water Act) and State laws and regulations; Executive Orders, or other types of rulings having the effect of the law. In case of a conflict among these laws and regulations, the most stringent law or regulation shall apply.

1.10.1 Storm Water Pollution Prevention: N/A

1.10.2 Solid Waste Management and Recycling:

The Contractor shall recycle materials; such as, cardboard, paper, aluminum/metal cans, plastic, and glass jars/bottles, scrap metal, concrete, asphalt, and manage solid waste generated during the project in accordance with Federal and State laws and regulations. The Contractor must provide the Government with records of the type, weight, and disposal/recycling location for all recyclable materials and solid waste sent offsite for recycling and/or disposal.

1.10.3 1.10.3. Air Quality:

The Contractor shall take all necessary reasonable control measures to reduce air pollution by any material or equipment used to carry out the requirements of this contract. This includes, but is not limited to, wetting down dry materials as necessary to prevent blowing dust, and keeping waste and materials in covered containers.

1.10.3.1 Vehicle Pollutants:

As efforts to improve air quality continue around the Commonwealth, the focus in Northern Virginia is to reduce emissions from motor vehicles. Vehicles are the single greatest source of pollutants in this region of the State.

Vehicle emissions inspections are required for certain vehicles registered or operated in Northern Virginia. Provide copies of emissions certifications for commercial vehicles used at ANC.

1.10.3.2 Commercial Vehicles:

Virginia prohibits public service and commercial vehicles from idling for more than 3 minutes while parked in commercial or residential urban areas. Exceptions include when the vehicle's propulsion engine is providing auxiliary power for purposes other than heating and air conditioning.

http://jko.jten.mil/courses/atl1/launch.html https://jkodirect.jten.mil/Atlas2/page/login/Login.jsf https://youtu.be/pFzsdnpHBVE https://youtu.be/arUxvIu735E

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

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

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

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

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

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

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

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

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

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

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

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

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

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

2.2. ACRONYMS:

ACOR Alternate Contracting Officer's Representative

AFARS Army Federal Acquisition Regulation Supplement

AR Army Regulation

CCE Contracting Center of Excellence

CFR Code of Federal Regulations

CONUS Continental United States (excludes Alaska and Hawaii)

COR Contracting Officer Representative

COTR Contracting Officer's Technical Representative

COTS Commercial-Off-the-Shelf

DA Department of the Army

DD250 Department of Defense Form 250 (Receiving Report)

DD254 Department of Defense Contract Security Requirement List

DFARS Defense Federal Acquisition Regulation Supplement

DMDC Defense Manpower Data Center

DOD Department of Defense

FAR Federal Acquisition Regulation

HIPAA Health Insurance Portability and Accountability Act of 1996

KO Contracting Officer

NTP Notice to Proceed

OCI Organizational Conflict of Interest

OCONUS Outside Continental United States (includes Alaska and Hawaii)

ODC Other Direct Costs

PIPO Phase In/Phase Out

POC Point of Contact

PRS Performance Requirements Summary

PWS Performance Work Statement (aka SOW)

QA Quality Assurance

QAP Quality Assurance Program

QASP Quality Assurance Surveillance Plan

QC Quality Control

QCP Quality Control Program

SOW Statement of Work

TE Technical Exhibit

PART 3

GOVERNMENT FURNISHED PROPERTY, EQUIPMENT AND SERVICES

3.1. General:

The Government will provide, the facilities, equipment, materials, and/or services listed below.

3.2. Equipment: N/A

3.3. Utilities:

Utilities in ANC will be available for the contractor’s use in performance of duties as outlined in this SOW but only as available near the worksite. Electric, gas, and phone lines are not guaranteed in designated staging or storage areas used by the Contractor. The Contractor shall instruct employees in utilities conservation practices.

The Contractor shall be responsible for operating under conditions that preclude the waste of utilities.

3.4. Facilities/Storage/Staging:

The Government will furnish a parking and staging area for vehicles and equipment, with no guarantee of security for the designated area – nor any assurances of utilities or phone lines. Repair or service facilities, or an area for repair or service, are not guaranteed.

PART 4

CONTRACTOR FURNISHED ITEMS AND SERVICES

4.1. Materials:

The Contractor shall provide all materials, equipment, labor and supervision necessary to perform the duties described in section 5 of this SOW, except as defined in Part 3 of this SOW

4.2. Secret Facility Clearance: N/A

4.3. Materials:

The Contractor shall provide all materials and equipment necessary to complete the work described on section 5.

4.4. Equipment:

The Contractor shall provide all the necessary equipment/machinery to perform the necessary task as describe on section 5 of this PWS.

4.5. Cemetery Access:

The Contractor shall be responsible for ensuring that all contractor personnel authorized to perform work under this contract obtain Cemetery access. Within five (5) workdays after contract award, the Contractor shall submit to the Contracting Officer and COR the names and completed JBM-HH Form 190-16a (Request for a Joint Base Myer- Henderson Hall (JBMHH) Installation Access Control Pass-Contractor) of ALL personnel working under this contract. Changes of the contractor personnel list shall be submitted within 24 hours of the change-taking place.

All Contractor employees shall have on them, at all times, positive/valid, photographic identification, and the JBMHH issues badge/paperwork certifying they completed the vetting process.

4.6. Limited Background Check:

For contractors that do not require CAC, but require access to a DoD facility or installation. Contractor and all associated sub-contractor’s employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB) (Army Directive 2014-05/AR 190-13), applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by government representative).

4.7. Parking:

Limited parking is available at ANC. Commercial Vehicle passes are available to contractor for their staff and personnel. Parking on curbs, grassy areas or other landscaped areas is prohibited. Overnight parking of vehicles belonging to contractors is not authorized anywhere on cemetery grounds without prior coordination and approval from the COR and Security Office. Commercial parking is available in the parking garage, at the rate of $12 per day.

PART 5

SPECIFIC TASKS

5.1. Develop and execute CEWEs, recommissioning, and RCx requirements including the identification and tracking of covered facilities. Identify energy security gaps, energy efficiency and water conservation opportunities, and develop energy and water investment projects for covered facilities. Review audit reports for selection of ECMs and WCMs concepts that are life-cycle cost effective, individually or bundled, and appropriate and applicable.

Identified facilities may include secure areas requiring Government escorts for access. All proposed energy security solutions must be doable, Energy Conservation Measure’s (ECMs), or bundled ECMs, must pay back within the expected life cycle of the system or equipment per NIST guideline.

5.2. Use site-specific information and examine all significant energy and water-using systems including:

All interior and exterior lighting (perimeter and parking), heating, ventilation, air conditioning, refrigerant, water heating, building envelope, interior water fixtures, exterior landscape watering, statistical sampling of plug loads, environmental controls, and building electrification opportunities. Exterior audits are based on ground observation and research. Record nameplate information, age, condition, operating problems, operating schedules, and set-points for significant energy and water using equipment and systems. Statistical sampling for 10 or more similar fixtures or terminal equipment like air mixing boxes or unit heaters in a single facility is acceptable.

5.3. Develop facility energy and water usage profiles by component. For each facility, identify energy usage for each mechanical and electrical system, including statistical sampling for plug loads, per year normalized to [MBTU].

Also, identify total water usage by gallons [Kgal] per application per year. The contractor may use a range of methodologies including existing billing and meters, equipment and fixture ratings, manual load calculations, occupant interviews, schedule analysis, statistical methods, and building simulations. Clearly state parameters, assumptions, and methodology used. Estimate and declare accuracy of results. Summarize results with pie and bar charts by facility for both energy and water, showing relationship of individual systems compared to overall facility consumption.

5.4. Implement all ECMs and WCMs that are life cycle cost-effective, as determined by evaluating an individual measure or a bundle of measures with varying paybacks. Where there is potential for 20 year or economically attractive investment payback, investigate building-level renewable energy project opportunities, including where applicable: solar photovoltaic, solar thermal systems, ground-source heat pumps, biofuel, biomass, natural ventilation, day-lighting, rain and grey water capture, and other renewable measures. Describe opportunities for each facility visited, including economic analysis with estimated cost and savings coordinated with CNIC’s eROI investment tool. Identify applicable tax incentives, rebates, grants, and other incentives.

Include unadjusted and adjusted return on investment. Identify points of connection, and assess the impact on operations and existing utility systems for recommended conservation measures.

5.5. Identify building system repairs, replacements, modifications, and process improvements required before any separate commissioning procurement. Active system operation, component teardown, or similar mechanical work by the Contractor is not expected for this level of investigation. In this context, “commissioning” refers to either commissioning an existing building once again – “re-commissioning”, or commissioning an existing building for the first time –“retro commissioning”. The objective of any future commissioning is to comprehensively test and adjust the building, and building systems, for occupant comfort and optimum energy use.

5.6. Contractor shall follow general guidance and effort level described in the current version of Reference (e), ASHRAE Procedures for Commercial Building Audits, Level II Facility Assessment Criteria, as applicable. If elements of this scope of work add additional tasking or conflict with ASHRAE Audit Criteria, the scope of work takes precedence.

Use current RSMeans data to assist with baseline cost estimation, adding applicable Government criteria, costs, and location multipliers. ECMs having paybacks within the expected life cycle may be bundled to increase return on investment and facilitate construction contracting.

5.7. Provide detailed in-brief and out-brief meetings at each audited installation upon arrival and near completion of installation field work respectively. Coordinate attendance and logistics with the Task Order COR.

5.8. Track and report CEWE, recommissioning, and RCx audit findings and ECM and WCM implementation status.

PART 6

APPLICABLE PUBLICATIONS

6.1. The Contractor must abide by all applicable regulations, publications, manuals, and local policies and procedures. Laws and regulations are but not limited to:

a. Laws and Regulations.

b. AR 385-10, Army Safety Program.

c. AR 385-40, Army Accident Investigation and Reporting and Records AR 420-1, Army Facilities Management

d. Army Energy and Water Reporting System (AEWRS) Contractor Manpower Reporting (CMR)

e. Energy Independence and Security Act of 2007 (EISA 2007) Executive Order (EO) 13834

f. Energy Policy Act of 2005 (Public Law 109-58)

6.2. All work involving use of tools or equipment which would interfere with any interment service conducted in the immediate vicinity of the work sites shall cease until the service has been completed. Only tools, equipment and vehicles required to perform under this contract shall be permitted to be stored on Cemetery property.

6.3. Recordkeeping and Reporting. The Contractor’s Site Manager shall provide the COR or his/her representative with accurate records of the performance of all assigned work – including dates and locations for each work day. This information, in writing and in a single, legible format, shall be provided on not less than a weekly basis - and shall identify all of the above work that took place within the previous seven days. The Site Manager shall carry an activated cellular phone specifically for communicating with the COR or his/her representative.

The Site Manager shall visit and meet daily with the COR or his representative. Site Manager shall have designated an acting Site Manager for his/her absences, and shall notify the COR in advance of such absences.

PART 7

ATTACHMENTS/TECHNICAL EXHIBITS LISTING

Technical Exhibits

1. Exhibit A, Performance Requirements Summary

2. Exhibit B, Deliverables Schedule

3. Exhibit C, REM Qualifications

Exhibit A Performance Requirements Summary

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

Performance Standard

Superior Performance Acceptable Performance Marginal Performance Unacceptable Performance

Quality Contractor exceeds the requirements in the PWS for the milestones/deliverables 95% of the time.

Deliverables /milestones are approved after one round of comments from the installation energy manager and no revisions are required.

Contractor meets the requirements in the PWS for the milestones/deliverable 90% of the time.

Deliverables /milestones are approved with two rounds of comments received from the installation energy manager and no further revisions are required.

Contractor meets the requirements in the PWS for the milestones/deliverable less than 90% and greater than 75% of the time.

Deliverables/milestones require more than two rounds from the installation energy manager comments before being approved.

Contractor meets the requirements in the PWS for the milestones/deliverables less than 75% of the time.

Milestone/deliver able is never accepted.

Timeliness Contractor provides acceptable milestones/deliverables resulting in overall project completion 10% ahead of schedule.

Contractor provides milestones/deliverables according to the schedule.

Contractor provides milestones/deliverables behind the project schedule more than 1-business day but less than 7-business days.

Contractor provides milestones/deliverables behind (7-business days or more) the project schedule.

Safety No reportable or lost time accidents.

No reportable or lost time accidents above industry standards.

Reportable lost time accidents above industry standard; no regulatory citations.

Contractor has lost time accidents above industry standard and received regulatory citation for noncompliance.

Exhibit B

DELIVERABLES SCHEDULE

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

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

2) Prepare award nominations; and

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

DELIVERABLE FREQUENCY

# OF

COPIES MEDIUM/FORMA

T

SUBMIT TO

1. Contractor Key Personnel Information (PWS paragraphs 1.5.5.1 & 1.5.7)

15 days prior to contract start and Whenever changes occur

Digital Copy

Letter

KO & COR

2. Antiterrorism (AT) Awareness Training (PWS paragraph 1.5.5.3.) 30 days after contract start date Digital Copy Certificate KO & COR

3. iWATCH Training (PWS paragraph 1.5.5.5.)

30 days after contract start date Digital Copy Certificate KO & COR

4. OPSEC Training (PWS paragraph 1.5.5.7.)

30 days after contract start date Digital Copy Certificate KO & COR

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

30 days after contract start date

Certificate

6. Monthly Progress Report Monthly (5 days after end of month) Digital Copy Tabulation KO & COR

7. On-Site Accident Report 3 workdays after accident Digital Copy DA Form 285 KO & COR

8. Quality Control Plan

Submitted with each Task Order.

Updates: 5 working days after changes

Plan

9. Safety & Accident Prevention Plan 15 days after contract start date Digital Copy Plan KO & COR

Exhibit C

REM QUALIFICATIONS

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

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

a. A four-year engineering degree and/or a registered Professional Engineer with a minimum of 3 years experience in energy management.

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

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

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

1.2. Experience: REM shall have the following experience:

e.

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

(1) Project management.

(2) Project development.

(3) Project facilitation.

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

b. Demonstrated ability to develop an energy baseline.

1.3. Additional Knowledge, Skills, and Abilities:

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

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

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

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

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

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

3) Effective interpersonal skills:

4) Work well with others in problem solving situations.

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

6) Ability to work with Microsoft Programs such as Word, Excel, Access, Microsoft Project, and

Power Point.

7) Self-motivated and being able to work independently.

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