SP060427R0400 NOO.pdf

NOTICE OF OPPORTUNITY (NOO)

U.S. Army Reserve, 88th Readiness Division Energy Savings Performance Contract (ESPC)

Task Order Under the Department of Energy’s (DOE) Fourth Generation ESPC Indefinite Delivery Indefinite Quantity (IDIQ) Contract

Solicitation: SP060427R0400

1. NOTICE

The Defense Logistics Agency (DLA) Energy, on behalf of the U.S. Army Reserve, 88th Readiness Division, (88th RD) plans to award an Energy Savings Performance Contract (ESPC) Task Order (TO) under the Department of Energy (DOE) Fourth-Generation ESPC Indefinite-Delivery/Indefinite-Quantity (IDIQ) contract.

DLA Energy invites the twenty (20) current DOE Fourth-Generation ESPC IDIQ contract holders, also known as Energy Service Companies (ESCOs), to submit a written response to this Notice of Opportunity (NOO) for DLA Energy’s consideration. Eligibility for award is limited exclusively to these twenty (20) DOE Fourth-Generation ESPC IDIQ contract holders/ESCOs. In the event of a resultant TO award, the award will be offered to only one (1) of the twenty (20) eligible ESCOs, which will serve as the prime contractor.

2. AUTHORITY

The authority for this acquisition is granted to DLA Energy by the Energy Policy Act of 1992 (EPAct).

This authority is codified in 42 U.S.C. § 8287 and is implemented through the Federal Acquisition Regulation (FAR) Subpart 23.2, Energy Savings Performance Contracts, and the Department of Energy (DOE) Final Rule at 10 CFR Part 436, Subpart B, Methods and Procedures for Energy Savings Performance Contracting.

3. PROJECT REQUIREMENTS AND APPROACH

U.S. Army Reserve, 88th RD has an objective to reduce energy consumption, reduce energy cost, and increase energy resiliency of multiple facilities located in Minnesota and Wisconsin. The 88th RD is seeking to identify additional Energy Conservation Measures (ECMs) that provide measurable energy and cost savings. Potential energy and water saving projects may include but are not limited to: envelope improvements, insulation upgrades, window upgrades, LED upgrades, geothermal heat pumps, lighting, controls, renewable energy generation including photovoltaic solar arrays, retro-commissioning, water conservation measures, heating, ventilation, air conditioning (HVAC) upgrades including boilers, furnaces, split systems, and chillers, battery energy storage systems (BESS), and Hydrogen Fuel Cells and microgrids.

Additional ECMs of interest include re-tuning; retro-commissioning and re-commissioning; building automation and control systems; window replacement; minor building-envelope improvements; domestic hot-water system replacement; plug-load analysis and reduction, including refrigerators and freezers; water-leak detection; and other water-efficiency upgrades. The project will evaluate these and other cost-effective opportunities to modernize facilities, improve energy and water resilience, and support the 88th RD long-term energy, water conservation, and resiliency goals (as determined by 88th RD and ARIMD). These efforts align with statutory requirements under 10 U.S.C. § 2911 for energy security and resilience, and 42 U.S.C. § 8287 through the Department of Energy’s (DOE) Fourth-Generation Energy Savings Performance Contract (ESPC) Indefinite Delivery Indefinite Quantity (IDIQ) contract.

To enhance energy assurance, the 88th RD seeks to meet Army Reserve Installation Management Directorate (ARIMD), Office of the Chief of Army Reserve Guidelines for Energy Savings Performance

SP060427R0400

88th RD ESPC NOO

Contracts, Army Regulation 420–1, Department of The Army Guidance For Implementation Of An Energy Savings Performance Contract and Federal mandates while addressing urgent resilience requirements across critical infrastructure. To achieve these objectives, the 88th RD is seeking the implementation of Energy Conservation Measures (ECMs) as defined in Attachment J-3 of the DOE Fourth-Generation ESPC IDIQ contract with the exception of two (2) technical categories: TC.15 – Energy Cost Reduction through Rate Adjustments, and TC.20 – Future ECMs, as well as other opportunities identified by Energy Service Companies (ESCOs) under the same contract.

The selected ESCO shall be responsible for evaluating the feasibility of an Energy Service Agreement (ESA) as part of an ESPC and providing a business case analysis comparing the benefits of utilizing an ESA within an ESPC to that of a typical ECM, as part of its Preliminary Assessment (PA).

The selected ESCO is to evaluate and implement ECMs that improve both energy efficiency and energy cost reduction at these sites; ESCO is to evaluate and implement ECMs that improve energy resilience at appropriate sites and facilities that meet 88th RD long-term resiliency goals. Priority technologies include but are not limited to: LED lighting retrofits and lighting controls; HVAC equipment replacements including boilers, furnaces, split systems, and chillers; re-tuning; retro-commissioning and re-commissioning; building automation and control systems; photovoltaic and other renewable energy generation; window replacement; minor building-envelope improvements; domestic hot-water system replacement; plug-load analysis and reduction, including refrigerators and freezers; water-leak detection;

and other water-efficiency upgrades.

The selected ESCO shall be responsible for the operation, maintenance, repair and replacement of all installed ECMs for the life of the contract, in accordance with the DOE Fourth-Generation ESPC IDIQ contract, any resultant TO, and the requirements of 42 U.S.C. § 8287. The resultant project shall be accomplished in compliance with Department of the Army Guidance for Implementation of an Energy Savings Performance Contract along with the current version of UFC 4-010-06 Cybersecurity of Facility Related Control Systems. In addition, the ESCO shall comply with DFARS clause 252.204-7021 Contractor Compliance with the Cybersecurity Maturity Model Certification Level Requirements, DFARS clause 252.204-7012 Safeguarding Covered Defense Information and Cyber Incident Reporting, DFARS clause 252.204-7025 Notice of Cybersecurity Maturity Model Certification Level Requirements and DFARS clause 252.240-7997 NIST SP 800-171 DoD Assessment Requirements.

Attachment 1 – 88th RD Data identifies sites and buildings currently available for inclusion in the project scope and their pertinent data and available energy consumption data. At present, 8 sites totaling approximately 910,212 square feet are available for consideration. This information is provided solely for project scoping purposes in response to this NOO. During project development, the Government may, at its discretion, remove any currently identified site or building from the project scope or add one or more additional buildings located at the 88th RD to the project scope. The Government is not obligated to retain all currently identified sites or buildings in a resultant project. Any proposed addition of a building must be supported by a sound business-case analysis demonstrating a benefit to the Government and is subject to Government review and approval for inclusion in the resultant project.

The selected ESCO will be required to develop a formal Preliminary Assessment (PA) and, as applicable, an Investment Grade Audit (IGA) in accordance with the DOE Fourth Generation ESPC IDIQ contract.

The selected ESCO shall be responsible for determining the actual energy consumption during the PA and IGA phases. During the PA, the selected ESCO shall review each building included in the proposed scope and describe its Measurement & Verification (M&V) approach. Be advised that the M&V approach proposed by the ESCO must be in accordance with paragraph C.4.2 of the DOE Fourth-Generation ESPC IDIQ contract and the latest version of the DOE FEMP M&V Guidelines: Measurement and Verification for Performance-Based Contracts.

Pursuant to the DOE Fourth-Generation ESPC IDIQ contract, Section C.12, Financial, Tax, or Other Incentives for Energy Efficiency and Renewable Energy and Water Projects, the selected ESCO shall pursue all available credits, rebates, and incentives on behalf of the Government to the maximum extent practicable. The selected ESCO shall also be responsible for assisting the installation in submitting all documentation for applicable incentives and possible funding opportunities (e.g., AFFECT Grant, ERCIP funding, etc.) to support in the financial viability of this project.

In any resultant IGA, the selected ESCO shall clearly identify and document the lines of demarcation between the proposed project and any existing or previously implemented energy conservation projects.

The project M&V Plan shall clearly demonstrate that all reported energy savings are directly attributable to the ESCO-installed ECM under the resultant project and are not the result of existing projects, parallel initiatives, or other unrelated conditions.

4. SUBMISSION REQUIREMENTS

The DOE Fourth-Generation ESPC IDIQ contract will be the contracting vehicle used to implement this energy conservation project. DLA Energy, on behalf of the 88th RD, invites the twenty (20) current DOE Fourth-Generation ESPC IDIQ contract holders/ESCOs to submit a written response to this NOO for consideration. This NOO constitutes your opportunity to be considered for this potential project. A site visit will not be offered as part of the down-selection process.

a. Response Preparation Instructions:

(1) Document Submission:

Responses must be completed and submitted to the following email mailbox:

DLAEnergy-ESPC@dla.mil

The maximum allowable size limit for any email is 10MB. It is the submitting ESCO’s responsibility to ensure and confirm that its response is delivered in its entirety, in accordance with the submission requirements, by the required date and time specified herein. Facsimile and/or hard-copy responses to this NOO are not acceptable. Late responses will only be considered as authorized by the Federal Acquisition Regulation (FAR).

All formal communications regarding this Notice of Opportunity (NOO), including requests for clarifications and/or information, shall be submitted to the email address above no later than 15 October, 2026, 3:00 p.m. (Ft. Belvoir, VA local time).

To ensure timely and equitable evaluation of responses, ESCOs must strictly adhere to the instructions provided herein. Responses must fully comply with the requirements of the DOE Fourth- Generation ESPC IDIQ contract, the NOO, and all attachments thereto, including applicable terms and conditions, representations and certifications, and technical requirements. Failure to comply with any requirement may result in the response being deemed ineligible for selection.

(2) Page Limitations and Number of Copies:

Page limitations for each eligible ESCO’s response are specified by evaluation factor in paragraph (6) below. If page limitations are exceeded, pages in excess of the stated limits will not be considered as part of the evaluation. Each page shall be counted toward the page limitation except for the following: cover page, blank pages, table of contents, tabs and glossaries, and any parts of the response expressly identified herein as exempt from the page limitations.

(3) Page Size and Format:

A page is defined as the electronic equivalent of a single side of a sheet of paper containing information. All pages shall be formatted on 8.5 x 11-inch paper. The draft TO-4 schedule may be submitted as 11x17 inch pages and shall not count toward the page limitation requirements. Pages shall be single-spaced. Except for the reproduced sections of the NOO and its attachments, if included, the text size shall be no less than 12-point font. For tables, charts, graphs and figures, the text shall be no smaller than 10-point font. Margins should be no less than 1-inch margins on the top and bottom and ¾ inch on the left and right sides. Pages shall be numbered sequentially.

The response shall be submitted in a format readable by Microsoft (MS) Word 2007®, MS Excel 2007®, MS-Power Point 2007®, Micro-Soft Office XP®, or Adobe Acrobat, as applicable, and shall conform to the requirements set forth herein. Legible tables, charts, graphs and figures shall be used wherever practical to depict organizations structures, systems, and layouts, implementation schedules, plans, etc.

(4) Indexing:

To the maximum extent possible, indexing shall be used to clearly and efficiently identify information contained in the response. Each response shall contain a detailed table of contents delineating sections, the paragraphs, subparagraphs, etc. Tab indexing shall be used to identify sections.

Indexing and tabbing pages shall not count against the page limitations. Any information included on tab or index pages beyond their intended indexing purpose shall not be considered during evaluation.

All PDF submissions shall include electronic bookmarks that correspond to the sections and/or tabs.

(5) Glossary of Abbreviations and Acronyms:

Each response shall include a glossary of all abbreviations and acronyms used, along with a clear explanation for each. Glossary pages shall not count against the page limitations.

(6) Response Requirements

The ESCOs are responsible for verifying the completeness and accuracy of all information furnished by the Government and relied upon in preparing their responses. Failure to include all required information, or submission of incomplete or inaccurate information, may result in the response being deemed noncompliant and ineligible for selection. Additionally, failure to provide any information requested may adversely affect the evaluation and may result in a response being deemed ineligible for consideration. Responses to this NOO must be received no later than 02 November, 3:00 p.m. (Ft.

Belvoir, VA local time). All interested and eligible ESCOs shall submit the information outlined below in accordance with the instructions in section 4a (1) above, to be considered for award.

Factor 1 – ESCO Approach: (Fifteen (15) single-sided pages maximum)

The ESCO’s response to this factor shall include sufficient information to identify and describe the ESCO’s project management capabilities, overall approach and proposed strategy for this project. The response shall address the identified ECMs in Paragraph 3 of the NOO.

To qualify as an ECM under this NOO and any resultant TO award, each proposed ECM or ECM component must improve energy efficiency in accordance with 10 CFR § 436.31 and meet the definition of ECM as established under the DOE Fourth-Generation ESPC IDIQ contract. The Government is not requesting a response equivalent to a PA. Rather the Government seeks a clearly articulated and reasonably detailed approach describing how the ESCO would pursue energy conservation efforts to meet the specific needs of the 88th RD. The ESCO’s response shall address, at minimum, the following:

a) ESCOs shall describe their management capabilities and personnel qualifications as they relate to the 88th RD’s facility characteristics and the project objectives. This description shall demonstrate the ESCO’s ability to:

1. Manage the design, construction, and continued performance of ECMs in efficient and cost-effective manner; and

2. Apply an effective management approach and sufficient resource capacity, as demonstrated through ESCO’s organizational structure and identification of key project personnel.

b) ESCOs shall present their approach to investigating and developing recommended ECMs for the 88th RD, culminating in a clearly defined project scope of work. The ESCO shall provide a detailed rationale for each recommended ECM, including the key factors that led to its selection.

The response must present clear and convincing evidence demonstrating why and how the proposed ECM(s) will meet the needs of the 88th RD. In developing its response, the ESCO shall reference and draw upon the information provided in Attachment 1- 88th RD Building Data, as well as any applicable industry standards and all other information reasonably available. The ESCO shall also address its plan for energy data verification for high-consumption buildings where ECMs other than lighting are proposed and where meters are absent or non-functional. In addition, the ESCO shall submit a draft Task Order Schedule 4, Performance Period First Year Estimated Cost Savings, broken out by ECM. The schedule shall illustrate the ESCO’s recommended ECMs savings, less the ECMs’ associated implementation costs. Any included industry standards may be submitted in 11x17 format to improve readability and will not count against the page limit for Factor 1. Any ESCO’s assumptions used in the development or selection of ECMs shall be clearly identified and highlighted in the response.

(c) ESCOs shall include a discussion of the resources they intend to utilize during the project. The response shall describe any subcontracting, teaming arrangements, or small business utilization plan if selected for award.

Factor 2 – Past Performance: (Three (3) single-sided page maximum)

1. Purpose and Data Collection:

The information provided in this section will be used to assess the quality and reliability of the ESCO’s past work. By submitting references, the ESCO authorizes Government representatives to contact those customers to inquire about ESCO’s performance. The Government will use its discretion to determine the sources of information used in the Past Performance evaluation. This information may be obtained from the Government’s own knowledge of contractor performance, other government agencies, commercial entities, or past performance databases.

2. Reference Requirements:

ESCO’s response to this factor shall include three (3) references illustrating your company's past performance as the prime contractor or prime subcontractor on any Energy Savings Performance

Contract (ESPC) or Utility Energy Service Contracting (UESC) project.

3. Evaluation Criteria: Recency and Relevancy:

The Government will evaluate the acceptability, recency, and relevancy of the projects the ESCO submits.

Acceptable: Based on the offeror’s performance record, the Government has a reasonable expectation that the offeror will successfully perform the required effort, or the offeror’s performance record is unknown.

Unacceptable: Based on the offeror’s performance record, the Government does not have a reasonable expectation that the offeror will be able to successfully perform the required effort.

Recency: A project is considered recent if construction was completed, or is anticipated to be completed, within the last five (5) years from the closing date of this NOO. More recent projects are considered more relevant.

Relevancy: A project is considered relevant if it demonstrates experience similar in scope, magnitude, and complexity to the requirements outlined in this solicitation. This includes, but is not limited to, the project's contract value, technical complexity, and the management processes involved. The most relevant projects will be those of a similar or greater scope and complexity.

4. Required Information per Reference:

For each of the three (3) project references, your company shall provide the following details:

A brief project description The agency/owner point of contact (name, title, phone number, and email address) The location of each project The contract number The contract type The date of the task order or contract award The actual or anticipated project construction completion date Quality of Service Schedule Management of Key Personnel Regulatory Compliance Business Relationships

Consideration:

It is not a requirement that the ESCO have past performance history in the execution of its recommended Energy Conservation Measures (ECMs) for this project. The DOE Fourth Generation ESPC IDIQ contract has already determined each ESCO is responsible for the sound implementation of each of the technical categories. In the case of an offeror without a record of relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the Government will rate the offeror as having Unknown (or Neutral) past performance. In the context of Acceptable/Unacceptable rating, a “Neutral” rating shall be considered “Acceptable.” Pursuant to FAR 15.305(a) (2)(iii), the evaluation will consider relevant past performance information regarding predecessor companies, key personnel who have relevant experience, or subcontractors that will perform major or critical aspects of the requirement when such information is relevant to the instant acquisition.

Factor 3 - Price: (Four (4) single-sided pages maximum)

The ESCO shall provide a narrative describing and defining any cost benefit or other financial advantage its company can offer that would minimize the overall project cost to the Government. For each identified benefit or advantage, the ESCO shall, at minimum, identify an estimated percentage discount to the recommended implementation costs. The ESCO will not be held to this exact percentage if selected; however, the ESCO will be held to the execution of the underlying cost-reduction concept. It is understood and accepted that, during the development of the project scope and finalization of all project attributes through the Investment Grade Audit, further refinement and definitization of costs will occur.

The Government is not looking for a detailed cost breakdown of the project concepts presented under Factor 1. Rather, the Government seeks to understand the ESCO’s business practices, methodologies, and demonstrated commitment to pursuing financial efficiencies that reduce overall implementation costs without degrading or compromising project performance, reliability, or success.

5. EVALUATION METHODOLOGY

a. Basis for Selection:

Task Order down-selection procedures, as set forth in the DOE Fourth-Generation ESPC IDIQ contract, Paragraph H.3, will be used to conduct an integrated assessment and make a best-fit selection for ESPC services at a firm-fixed price.

Responses will be evaluated using the following three (3) factors, listed in descending order of importance:

1) Factor 1 - ESCO Approach

2) Factor 2 - Past Performance

3) Factor 3 - Price

Factor 1, ESCO Approach, is more important than Factor 2, Past Performance. Factor 1 and Factor 2 when combined are more important than Factor 3, Price.

The resultant TO may be awarded to the responsible ESCO that represents the best fit for achieving energy assurance, reduction of energy and water use intensity, and increased use of renewable energy and energy production for the 88th RD. For purposes of this evaluation, best fit means the expected outcome of an acquisition that, in the Government’s estimation, provides the greatest overall benefit in satisfying the requirement and represents the best value to the Government, considering the ESCO’s approach, experience, past performance, and price. The Government will provide notifications in accordance with the DOE Fourth-Generation ESPC IDIQ contract, Paragraph H.3.7, Notification of Contractors Not Selected.

b. Number of Contracts to be Awarded:

The Government intends to award one (1) resultant Task Order for this requirement. However, the Government reserves the right not to award a Task Order at all. In accordance with Section H.5.1(d) of the DOE Fourth Generation Energy Savings Performance Contract (ESPC) IDIQ, the ordering agency will not be responsible for costs incurred by the contractor in developing a Preliminary Assessment

(PA), preparing a proposal, or preparing an Investment Grade Audit (IGA), unless a task order is awarded.

Attachments:

1. 88th RD Building Data