RFP_16_R_0062_July_13_2016.pdf

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f . TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT 41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Lot Task 2.1 Site Analysis (Phase 1)

FFP

Develop Installation utility system inventory, Government Cost Estimates, and technical reference libraries.

FOB: Destination

NET AMT

0002 Lot Task 2.2 Requirements (Phase 2)

FFP

(Phase 2) Develop contract Section J’s, deficiency lists, technical libraries, and other supporting materials for issuance of a Request for Proposal (RFP).

0003 Lot Task 2.3 Evaluation (Phase 3)

FFP

Support contractor site visits and Government technical and cost evaluation teams.

0004 Lot Task 2.4 Cost Analysis (Phase 4)

FFP

Review and update Government Cost Estimates, perform life-cycle cost analyses, prepare Certified Economic Analyses (CEA), and UP award decision documents.

0005 Lot Task 2.5 Transition Support (Phase 5)

FFP

Contractor is to assist each Installation through contract post-award transition activities typically completed within 6 months to one year, to include processing of real estate and Bill of Sale documents, assisting joint inventory, and development of a Quality Assurance Surveillance Plan (QASP), and related contract oversight processes and reporting.

Task 2.6 Post-Transition Sup (Phase 6)

FFP

To Be Negotiated ..... Contractor is to complete a high-level, post-award assessment analysis and report for each site, in accordance with DoD guidelines, typically about two years after award. Additionally, perform at least one more comprehensive review, from the UP contract portfolio. Utilize finding from transition support for application across the portfolio. Conduct annual training workshops, prepare certain high-level briefs and technical papers.

Task 2.7 Portfolio & Asset Mmgt(Phase 7)

FFP

To Be Negotiated .... Contractor is to use the findings and issues identified through post-transition support to inform the development of policy and guidance recommendations, for application across the portfolio. Provide analysis of portfolio fiduciary status and provide recommendations for early buy-down of amortized capital obligations. Required assistance may include data consolidation, analysis, and development of performance metrics to assess the success of Army awarded contracts, as well as other privatization and partnerships agreements or initiatives in meeting objectives for fiduciary oversight and compliance with utility regulatory standards including environmental, health, and safety.

0008 Lot Travel

COST

Travel in support of CLINs 0001 through 0007

ESTIMATED COST

1001 Lot OPTION Task 2.1 Site Analysis (Phase 1)

FFP

Develop Installation utility system inventory, Government Cost Estimates, and

1002 Lot OPTION Task 2.2 Requirements (Phase 2)

FFP

(Phase 2) Develop contract Section J’s, deficiency lists, technical libraries, and

1003 Lot OPTION Task 2.3 Evaluation (Phase 3)

FFP

1004 Lot OPTION Task 2.1 Site Analysis (Phase 1)

FFP

Develop Installation utility system inventory, Government Cost Estimates, and

1005 Lot OPTION Task 2.5 Transition Support (Phase 5)

FFP

Contractor is to assist each Installation through contract post-award transition activities typically completed within 6 months to one year, to include processing of real estate and Bill of Sale documents, assisting joint inventory, and development of a Quality Assurance Surveillance Plan (QASP), and related contract oversight

OPTION Task 2.6 Post-Transition Sup (Phase 6)

FFP

To Be Negotiated ..... Contractor is to complete a high-level, post-award assessment analysis and report for each site, in accordance with DoD guidelines, typically about two years after award. Additionally, perform at least one more comprehensive review, from the UP contract portfolio. Utilize finding from transition support for application across the portfolio. Conduct annual training

OPTION Task 2.7 Portfolio & Asset Mmgt(Phase 7)

FFP

To Be Negotiated .... Contractor is to use the findings and issues identified through post-transition support to inform the development of policy and guidance recommendations, for application across the portfolio. Provide analysis of portfolio fiduciary status and provide recommendations for early buy-down of amortized capital obligations. Required assistance may include data consolidation, analysis, and development of performance metrics to assess the success of Army awarded contracts, as well as other privatization and partnerships agreements or

1008 Lot OPTION Travel

COST

Travel in support of CLINs 1001 through 1007

2001 Lot OPTION Task 2.1 Site Analysis (Phase 1)

FFP

Develop Installation utility system inventory, Government Cost Estimates, and

2002 Lot OPTION Task 2.2 Requirements (Phase 2)

FFP

(Phase 2) Develop contract Section J’s, deficiency lists, technical libraries, and

2003 Lot OPTION Task 2.3 Evaluation (Phase 3)

FFP

2004 Lot OPTION Task 2.4 Cost Analysis (Phase 4)

FFP

Review and update Government Cost Estimates, perform life-cycle cost analyses, 2005 Lot OPTION Task 2.5 Transition Support (Phase 5)

FFP

Contractor is to assist each Installation through contract post-award transition activities typically completed within 6 months to one year, to include processing of real estate and Bill of Sale documents, assisting joint inventory, and development of a Quality Assurance Surveillance Plan (QASP), and related contract oversight

OPTION Task 2.6 Post-Transition Sup (Phase 6)

FFP

To Be Negotiated ..... Contractor is to complete a high-level, post-award assessment analysis and report for each site, in accordance with DoD guidelines, typically about two years after award. Additionally, perform at least one more comprehensive review, from the UP contract portfolio. Utilize finding from transition support for application across the portfolio. Conduct annual training

OPTION Task 2.7 Portfolio & Asset Mmgt(Phase 7)

FFP

To Be Negotiated .... Contractor is to use the findings and issues identified through post-transition support to inform the development of policy and guidance recommendations, for application across the portfolio. Provide analysis of portfolio fiduciary status and provide recommendations for early buy-down of amortized capital obligations. Required assistance may include data consolidation, analysis, and development of performance metrics to assess the success of Army awarded contracts, as well as other privatization and partnerships agreements or

2008 Lot OPTION Travel

COST

Travel in support of CLINs 2001 through 2007

3001 Lot OPTION Task 2.1 Site Analysis (Phase 1)

FFP

Develop Installation utility system inventory, Government Cost Estimates, and

3002 Lot OPTION Task 2.2 Requirements (Phase 2)

FFP

(Phase 2) Develop contract Section J’s, deficiency lists, technical libraries, and

3003 Lot OPTION Task 2.3 Evaluation (Phase 3)

FFP

3004 Lot OPTION Task 2.4 Cost Analysis (Phase 4)

FFP

Review and update Government Cost Estimates, perform life-cycle cost analyses, 3005 Lot OPTION Task 2.5 Transition Support (Phase 5)

FFP

Contractor is to assist each Installation through contract post-award transition activities typically completed within 6 months to one year, to include processing of real estate and Bill of Sale documents, assisting joint inventory, and development of a Quality Assurance Surveillance Plan (QASP), and related contract oversight

OPTION Task 2.6 Post-Transition Sup (Phase 6)

FFP

To Be Negotiated ..... Contractor is to complete a high-level, post-award assessment analysis and report for each site, in accordance with DoD guidelines, typically about two years after award. Additionally, perform at least one more comprehensive review, from the UP contract portfolio. Utilize finding from transition support for application across the portfolio. Conduct annual training

OPTION Task 2.7 Portfolio & Asset Mmgt(Phase 7)

FFP

To Be Negotiated .... Contractor is to use the findings and issues identified through post-transition support to inform the development of policy and guidance recommendations, for application across the portfolio. Provide analysis of portfolio fiduciary status and provide recommendations for early buy-down of amortized capital obligations. Required assistance may include data consolidation, analysis, and development of performance metrics to assess the success of Army awarded contracts, as well as other privatization and partnerships agreements or

3008 Lot OPTION Travel

COST

Travel in support of CLINs 3001 through 3007

4001 Lot OPTION Task 2.1 Site Analysis (Phase 1)

FFP

Develop Installation utility system inventory, Government Cost Estimates, and

4002 Lot OPTION Task 2.2 Requirements (Phase 2)

FFP

(Phase 2) Develop contract Section J’s, deficiency lists, technical libraries, and

4003 Lot OPTION Task 2.3 Evaluation (Phase 3)

FFP

4004 Lot OPTION Task 2.4 Cost Analysis (Phase 4)

FFP

Review and update Government Cost Estimates, perform life-cycle cost analyses, 4005 Lot OPTION Task 2.5 Transition Support (Phase 5)

FFP

Contractor is to assist each Installation through contract post-award transition activities typically completed within 6 months to one year, to include processing of real estate and Bill of Sale documents, assisting joint inventory, and development of a Quality Assurance Surveillance Plan (QASP), and related contract oversight

OPTION Task 2.6 Post-Transition Sup (Phase 6)

FFP

To Be Negotiated ..... Contractor is to complete a high-level, post-award assessment analysis and report for each site, in accordance with DoD guidelines, typically about two years after award. Additionally, perform at least one more comprehensive review, from the UP contract portfolio. Utilize finding from transition support for application across the portfolio. Conduct annual training

OPTION Task 2.7 Portfolio & Asset Mmgt(Phase 7)

FFP

To Be Negotiated .... Contractor is to use the findings and issues identified through post-transition support to inform the development of policy and guidance recommendations, for application across the portfolio. Provide analysis of portfolio fiduciary status and provide recommendations for early buy-down of amortized capital obligations. Required assistance may include data consolidation, analysis, and development of performance metrics to assess the success of Army awarded contracts, as well as other privatization and partnerships agreements or

4008 Lot OPTION Travel

COST

Travel in support of CLINs 4001 through 4007

5001 Lot OPTION Task 2.1 Site Analysis (Phase 1)

FFP

Develop Installation utility system inventory, Government Cost Estimates, and

5002 Lot OPTION Task 2.2 Requirements (Phase 2)

FFP

(Phase 2) Develop contract Section J’s, deficiency lists, technical libraries, and

5003 Lot OPTION Task 2.3 Evaluation (Phase 3)

FFP

5004 Lot OPTION Task 2.4 Cost Analysis (Phase 4)

FFP

Review and update Government Cost Estimates, perform life-cycle cost analyses, 5005 Lot OPTION Task 2.5 Transition Support (Phase 5)

FFP

Contractor is to assist each Installation through contract post-award transition activities typically completed within 6 months to one year, to include processing of real estate and Bill of Sale documents, assisting joint inventory, and development of a Quality Assurance Surveillance Plan (QASP), and related contract oversight

OPTION Task 2.6 Post-Transition Sup (Phase 6)

FFP

To Be Negotiated ..... Contractor is to complete a high-level, post-award assessment analysis and report for each site, in accordance with DoD guidelines, typically about two years after award. Additionally, perform at least one more comprehensive review, from the UP contract portfolio. Utilize finding from transition support for application across the portfolio. Conduct annual training

OPTION Task 2.7 Portfolio & Asset Mmgt(Phase 7)

FFP

To Be Negotiated .... Contractor is to use the findings and issues identified through post-transition support to inform the development of policy and guidance recommendations, for application across the portfolio. Provide analysis of portfolio fiduciary status and provide recommendations for early buy-down of amortized capital obligations. Required assistance may include data consolidation, analysis, and development of performance metrics to assess the success of Army awarded contracts, as well as other privatization and partnerships agreements or

5008 Lot OPTION Travel

COST

Travel in support of CLINs 5001 through 5007

EVALUATION CRITERIA

Evaluation Criteria Technical Support for Army Utility Privatization (UP) Program

1.1 INTRODUCTION: See the associated Statement of Work (SOW) and appendices for each project.

The Government intends to award a stand-alone contract at a fair and reasonable price to the Offeror whose proposal represents the Best Value to the Government.

The Government reserves the right to make a selection based upon initial proposal submissions without discussions. The Government also reserves the right to make no award.

Proposals shall be submitted in electronic format (.pdf preferred Microsoft Office Suite programs preferred) no later than 4pm central time, 4pm Central Time, Friday, 29 July 2016. Proposals shall not contain classified data. The use of hyperlinks in proposals is prohibited. Proposals shall consist of four volumes:

• Volume I –Experience in Performing Similar Work

• Volume II – Relevant Experience and Qualifications of Personnel and Key Subcontractors

• Volume III – Past Performance.

• Volume IV –Price

Proposal Format The proposal should discuss in detail the work that will be performed as defined by the attached SOW, and should include discussion of each evaluation factor. Each volume shall be clearly identified and shall begin at the top of a page. All pages of each volume shall be appropriately numbered and identified by the complete company name, date and solicitation number in the header and/or footer. Files shall use the following page setup parameters:

• Margins – Top, Bottom, Left, Right - 1”

• Gutter – 0”

• From Edge – Header, Footer - 0.5”

• Page Size, Width – 8.5”

• Page Size, Height – 11”

The following additional restrictions apply: Paragraphs shall be separated by at least one blank line. Arial or Times New Roman minimum 12 font size applies. Tables and illustrations may use a reduced font size not less than 8 and may be landscape. The proposal is limited to a count of 10 pages total, thus the proposal should be descriptive and concise, providing the information necessary to determine the capabilities of the proposed personnel and the firm.

The three adjectivally rated factors in their relative order of importance are:

• Factor 1 Experience in Performing Similar Work

• Factor 2 Relevant Experience and Qualifications of Personnel and Key Subcontractors

• Factor 3 Past Performance

• Factor 4 Price. Price is not adjectivally rated.

Adjectival ratings for factors 1-3 will be as follows: Substantial Confidence, Satisfactory Confidence, Limited Confidence, No Confidence, or Unknown Confidence/Neutral. Factor 4 Price will not be assigned an adjectival rating; however, the Government will evaluate all aspects of the proposal for fairness, reasonableness, and realism.

Offers found to have proposed an unreasonably high or unrealistically low price may be considered Unacceptable and may be rejected on that basis.

All evaluation factors other than price, when combined, are significantly more important than price. Their relative orders of importance are as follows:

NOTE: Factor 1 is considered the most important factor.

Factor 2 is more important than Factor 3.

When combined, Factors 1, 2, and 3 are significantly more important than Factor 4 Price.

Page count format for the proposal shall be:

• Cover (page does not count)

• Table of Contents (page does not count)

• Executive Summary (maximum one page)

• Volume I - Experience in Performing Similar Work (maximum five pages)

• Volume II - Relevant Experience and Qualifications of Personnel and Key Subcontractors

(maximum three pages)

• Volume III - Past Performance (maximum three pages)

• Volume IV - Price (UP Pricing Spreadsheet plus one typewritten page)

Volume 1, Factor 1. Experience in Performing Similar Work. The description of the Offeror’s experience in performing similar work will be evaluated as to the relevance to the SOW, technical complexity, scope of responsibility, comparable specialized expertise and concurrent multiple site project management. Experience presented for evaluation must be recent within the past five (5) years. The Government will evaluate this factor based on how well the experiences in performing similar work matches the work to be performed as specified in the Contract SOW and this RFP.

Volume 2, Factor 2. Experience and Qualifications of Personnel and Key Subcontractors. The Offeror shall cite knowledge of the subject and experience in successfully performing tasks similar to those noted in the SOW.

Offeror shall identify the Key Subcontractors chosen for the described task order and describe the extent of their involvement in the project. The Government will evaluate this factor based on how well the capabilities and experiences of the proposed personnel and key subcontractors match the work efforts to be performed as specified in the Contract SOW and this RFP. If subcontractors will be utilized, please ensure that a Letter of Subcontractor Agreement is submitted.

Volume 3, Factor 3. Past Performance: Describe relevant past performance for a maximum of three (3) prime contractor and/or subcontractor projects. The Government will consider any past performance information in its possession. The evaluation may also take into account past performance information for subcontractors that will perform major or significant aspects of the proposed task order.

Volume 4, Factor 4. Price Proposal. The price proposal shall be submitted on the provided UP Pricing Spreadsheet and may include a maximum of one typewritten page. The price proposal shall reflect the entire effort required to perform the work described in the SOW. The Government will evaluate the reasonableness and realism of the proposed price to determine whether it is reasonable and realistic for the work to be performed, reflects a clear understanding of the requirements, and is consistent with the methods of performance described in the Offeror’s proposal. The price proposal will be evaluated in determining best value to the Government.

W912DY-16-R-0062

Price will be the deciding factor in the event that two or more evaluations are considered equal such as an overall rating tie. Cost of travel will be included in the evaluation of price.

STATEMENT OF WORK

STATEMENT OF WORK

Provide Technical Support for Army Utilities Privatization (UP) Evaluations

05 July 2016

1.0 OBJECTIVE

The Contractor shall provide technical assistance for the Army Utilities Privatization (UP) Program, as directed by the Army Office of Army Chief of Staff for Installation Management (OACSIM) to include pre-award contract technical support for contracts scheduled for award in FY16 through FY18, with the option years from FY21 through FY22, as well as associated financial management analysis and technical reports. Contractor shall have the capability to provide additional phases of equally priced post-award contract technical support, described below, whether or not included in the current scope of base work and option years.

1.1 This task order contract will be awarded as a three-year base period award, beginning Sep 30, 2016 and ending September 30, 2019, with three one-year option periods, thereafter, which will be awarded based on the Government’s need at the time. Description of the tasks and associated sites are detailed in paragraph 7.0 below.

Task orders will describe the specific work to be executed and the period of performance for that work.

1.2 Security.

1.2.1 All contractor employees who work for the successful Offeror selected to support this contract must meet the minimum requirements of Homeland Security Presidential Directive-12 (HSPD-12), Federal Information Processing Standards Publication (FIPS PUB) Number 201-1, Office of Management and Budget (OMB) Guidance M-05-24 and OACSIM requirements. The complete OACSIM security specifications can be found at APPENDIX A.

1.2.2 For contractors working on-site at the secure Government facility, the contractor awarded the contract must have a current facility security clearance granted by the Defense Industrial Security Clearance Office (DISCO) or be sponsored by a Government or DISCO cleared Contractor company for a facility security clearance IAW DoD 5220.22-M, National Industrial Security Program Operating Manual (NISPOM) before the contractor employee can be granted access to the Government worksite.

1.2.3 The Government is not responsible for assisting the Contractor's staff in acquiring the necessary security clearance; it is the Contractor's responsibility to obtain the appropriate level security clearance for contractor personnel.

2.0 TASKS

The scope of services is to provide technical support at numerous Army installations and at the Pentagon as needed to execute the Army UP Program schedule for solicitation, evaluation, cost analysis, potential contract award, and transition of utility systems from government ownership to private ownership in conjunction with a Utility Service Contract. Work includes Program management technical support and coordination with the Army UP Leadership Team from: OACSIM; other government services contractor(s); Assistant Secretary of the Army for Installations

Energy and Environment (ASA-IE&E); ASA for Cost and Economics (ASA-CE); contracting authorities at Defense Logistics Agency (DLA Energy), U.S. Army Corps of Engineers (USACE), Army Contracting Command (ACC);

affected Installations, Regions, and Headquarters of U.S. Army Installation Management Command (IMCOM), Army Materiel Command (AMC), U.S. Army Reserve (USAR), and other program stakeholders.

All work performed shall reflect thorough, professional, detailed knowledge of utility industry standards and UP references, including but not limited to, Congressional guidance of 10 U.S. Code (USC) 2688, 10 USC 2813, and National Defense Authorization Act (NDAA) FY 2014, Office of the Secretary of Defense (OSD) guidance from Defense Reform Initiative Directive (DRID) #9 and DRID #49, and other applicable OSD and Army policies.

Support will be provided under direction of the UP Program Manager, on staff at the ACSIM. The Contractor will also work closely with other staff and offices supporting the Army UP Leadership Team including the COR at the Energy Division of the U.S. Army Engineering and Support Center, Huntsville (CEHNC) .

The Contractor will provide support with one or more senior project managers with significant knowledge of the utility privatization program needs to execute required functions. Contractor is to assist in coordinating the activities of the UP Team to keep program execution on-schedule. Pentagon, on-site attendance is required for the majority of activities, for which ACSIM will provide a cubicle and laptop or computer equipment for the use of the Contractor on-site staff. Work includes associated support for program execution, such as meetings, teleconferences, support for or presentation of briefings, and tracking of milestones needed for timely program execution.

The Army has multi-year requirements for technical support to evaluate utility systems scheduled for UP from FY2016 through FY2022, 30 Sep 2016 ends at 29 Sep 2022. Since an evaluation with full and open competition typically takes at least 24 to 36 months for pre-award functions, work on scheduled FY18 awards normally must begin during FY16. Limited source or sole-source competitions require somewhat less work and may be on an expedited schedule. The US Army requires reasonable flexibility to add, delete or substitute utility systems at different locations due to priority and schedule changes, or in response to changing requirements caused by mission changes, Army programmatic changes, or or guidance by OSD and Congress. Technical support for the UP schedule consists of five roughly equal phases of UP contract pre-award support and post-award transition listed below, and further detailed in APPENDIX B. The Installation locations and applicable work phases are listed in the UP schedule at APPENDIX C, dated 22 April 2016, for technical support under this task order contract; locations and schedule are subject to change.

2.1 Site Analysis (Phase 1) Develop Installation utility system inventory, Government Cost Estimates, and

2.2 Requirements (Phase 2) Develop contract Section J’s, deficiency lists, technical libraries, and other supporting materials for issuance of a Request for Proposal (RFP).

2.3 Evaluation (Phase 3) Support contractor site visits and Government technical and cost evaluation teams.

2.4 Cost Analysis (Phase 4) Review and update Government Cost Estimates, perform life-cycle cost analyses, prepare Certified Economic Analyses (CEA), and UP award decision documents.

2.5 Transition Support (Phase 5) Contractor is to assist each Installation through contract post-award transition activities typically completed within 6 months to one year, to include processing of real estate and Bill of Sale documents, assisting joint inventory, and development of a Quality Assurance Surveillance Plan (QASP), and related contract oversight processes and reporting.

2.6 Post-Transition Support (Phase 6) To Be Negotiated…Contractor is to complete a high-level, post-award assessment analysis and report for each site, in accordance with DoD guidelines, typically about two years after award. Additionally, perform at least one more comprehensive review, from the UP contract portfolio. Utilize finding from transition support for application across the portfolio. Conduct annual training workshops, prepare certain high-level briefs and technical papers.

2.7 Portfolio & Asset Management (Phase 7) To Be Negotiated …..Contractor is to use the findings and issues identified through post-transition support to inform the development of policy and guidance recommendations, for application across the portfolio. Provide analysis of portfolio fiduciary status and provide recommendations for early buy-down of amortized capital obligations. Required assistance may include data consolidation, analysis, and development of performance metrics to assess the success of Army awarded contracts, as well as other privatization and partnerships agreements or initiatives in meeting objectives for fiduciary oversight and compliance with utility regulatory standards including environmental, health, and safety.

3.0 DELIVERABLES

3.1 Electronic Deliverables – The Contractor shall provide reports and other products as described herein, submitted in electronic digital format (Microsoft Word for text, PowerPoint for all presentations, Excel or Access for inventories, valuations, and technical library data), and Portable Document Format (pdf) for all record images and documents, such as signed contracts. Email deliverables to the UP Program Manager with copy to the COR, to include the following:

• Final, edited contract J sections

• Government Should-Cost Estimate (GSCE)

• Complete technical library

• Each tasking report as described in the tasks above.

• The Certified Economic Analysis (CEA) and summary report will be prepared in accordance with instructions provided by the UP Program Manager. The final report will be prepared using Microsoft compatible software (latest version) and utilizing the required UPEAST software in compliance with OSD guidance.

• Monthly updates as needed to maintain on-time program execution.

• Minutes of UP Leadership meetings and teleconference calls, to include agreed assignments, due-outs, and follow-up correspondence.

• UP transition reports to include QASPs as needed and conveyance status updates.

• Formal post-award assessment analysis reports.

3.2 Summary Reporting – Within 60-days following the end of each FY, the contractor shall provide a summary report of activities completed in the previous FY, distributed and filed as for electronic deliverables, together with two printed, ring-bound copies, and an archival quality Compact Disc (CD), delivered to the to the UP Program Manager for each of the following:

3.2.1 UP Contract Awards FY16, to include the following for each contract:

• Signed contract

• Final, edited contract J section

• CEA and CEA Summary Report

• Associated formal correspondence (Notifications, Decision Documents, Concurrence Memos) from DASA-

CE, DACSIM, DLA Energy, DAIM-IS, or DAIM-ISP.

• Submit post-conveyance financial and contract review report to meet requirements of DoD Instruction

4170.11 “Installation Energy Management”, dated 11 December 2009.

3.2.2 UP Evaluations FYxx Non-Award, to include the following for each evaluation:

• Final, edited contract J section

• CEA

• Associated formal correspondence (Decision Documents) as above.

3.2.3 UP Management Support Summary FYxx, prepare a summary report of major tasks and activities completed under sections 2.2 and 2.3, to include:

• Describe and tabulate each special task completed, the problem or issue addressed, the work process, and the deliverable report, study, presentation, or email produced; append electronically.

• Describe and tabulate each periodic task completed, such as updates to guidance documents or web sites, with deliverables appended electronically, as appropriate.

• Describe and tabulate real estate support services provided by site, and tabulate the number, type, and dollar value of conveyance documents prepared. Electronically append related Bills of Sale or other instruments executed.

• Provide a schedule for post-award transition activities in-progress, identify and describe significant or protracted obstacles to transition and property transfer, by site.

4.0 PERIOD OF PERFORMANCE SCHEDULE

Period of Performance for this scope is from date of award with 5 option years following award, totaling 6 years.

5.0 TRAVEL

The Contractor will be required to travel to Installations, ACSIM headquarters or other sites, and may accompany the Army designated Contracting Officer, with either DLA Energy or the Army Contracting Agency, to meet with Installation personnel for the technical and price interchange meetings for each of the interested utilities, technical and pricing team results, Source Selection Authority (SSA) briefings, as well as negotiation support meetings. All Contractor travel expenses must be estimated and included in the negotiated contract price and will be paid in accordance with Joint Travel Regulations.

6.0 DISTRIBUTION

All electronic deliverables shall be sent via email to:

curtis.t.wexel.civ@mail.mil bernard.w.givan@usace.army.mil mailto:curtis.t.wexel.civ@mail.mil mailto:bernard.w.givan@usace.army.mil

7.0 TASK GROUP DESCRIPTIONS

The Contractor shall perform the above task phases for the designated system evaluations, in accordance with the most recent UP working schedule (APPENDIX C), with sequence of base work and options delineated as follows and adjusted for subsequent revisions:

8.0 MILESTONE PAYMENT SCHEDULE

The Government will make milestone payments as the work proceeds under the issued task order. Payments shall be made against approved progress estimates submitted by the Contractor. The Contractor shall provide data in support of their estimates, which are acceptable to the Contracting Officer.

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 Destination Government Destination Government 0002 Destination Government Destination Government 0003 Destination Government Destination Government 0004 Destination Government Destination Government 0005 Destination Government Destination Government 0006 Destination Government Destination Government 0007 Destination N/A Destination Government 0008 Destination Government Destination Government 1001 Destination Government Destination Government 1002 Destination Government Destination Government 1003 Destination Government Destination Government 1004 Destination Government Destination Government 1005 Destination Government Destination Government 1006 Destination Government Destination Government 1007 Destination N/A Destination Government 1008 Destination Government Destination Government 2001 Destination Government Destination Government 2002 Destination Government Destination Government 2003 Destination Government Destination Government 2004 Destination Government Destination Government 2005 Destination Government Destination Government 2006 Destination Government Destination Government 2007 Destination N/A Destination Government 2008 Destination Government Destination Government 3001 Destination Government Destination Government 3002 Destination Government Destination Government 3003 Destination Government Destination Government 3004 Destination Government Destination Government 3005 Destination Government Destination Government 3006 Destination Government Destination Government 3007 Destination N/A Destination Government 3008 Destination Government Destination Government 4001 Destination Government Destination Government 4002 Destination Government Destination Government 4003 Destination Government Destination Government 4004 Destination Government Destination Government 4005 Destination Government Destination Government 4006 Destination Government Destination Government 4007 Destination N/A Destination Government 4008 Destination Government Destination Government 5001 Destination Government Destination Government 5002 Destination Government Destination Government

5003 Destination Government Destination Government 5004 Destination Government Destination Government 5005 Destination Government Destination Government 5006 Destination Government Destination Government 5007 Destination N/A Destination Government 5008 Destination Government Destination Government

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS UIC

0001 POP 30-SEP-2016 TO

29-SEP-2017

N/A SEE SCHEDULE

SEE SCHEDULE

SEE SCHEDULE

SEE SCHEDULE AA

256-895-1110

W912DY

0002 POP 30-SEP-2016 TO

29-SEP-2017

N/A (SAME AS PREVIOUS LOCATION)

0003 POP 30-SEP-2016 TO

N/A (SAME AS PREVIOUS LOCATION)

0004 POP 30-SEP-2016 TO

N/A (SAME AS PREVIOUS LOCATION)

0005 POP 30-SEP-2016 TO

N/A (SAME AS PREVIOUS LOCATION)

0006 POP 30-SEP-2016 TO

N/A (SAME AS PREVIOUS LOCATION)

0007 POP 30-SEP-2016 TO

27-SEP-2017

N/A (SAME AS PREVIOUS LOCATION)

0008 POP 30-SEP-2016 TO

N/A (SAME AS PREVIOUS LOCATION)

1001 POP 30-SEP-2017 TO

29-SEP-2018

N/A (SAME AS PREVIOUS LOCATION)

1002 POP 30-SEP-2017 TO

N/A (SAME AS PREVIOUS LOCATION)

1003 POP 30-SEP-2017 TO

N/A (SAME AS PREVIOUS LOCATION)

1004 POP 30-SEP-2017 TO

N/A (SAME AS PREVIOUS LOCATION)

1005 POP 30-SEP-2017 TO

N/A (SAME AS PREVIOUS LOCATION)

1006 POP 30-SEP-2017 TO

N/A (SAME AS PREVIOUS LOCATION)

1007 POP 30-SEP-2017 TO

27-SEP-2018

N/A (SAME AS PREVIOUS LOCATION)

1008 POP 30-SEP-2017 TO

N/A (SAME AS PREVIOUS LOCATION)

2001 POP 30-SEP-2018 TO

29-SEP-2019

N/A (SAME AS PREVIOUS LOCATION)

2002 POP 30-SEP-2018 TO

N/A (SAME AS PREVIOUS LOCATION)

2003 POP 30-SEP-2018 TO

N/A (SAME AS PREVIOUS LOCATION)

2004 POP 30-SEP-2018 TO

N/A (SAME AS PREVIOUS LOCATION)

2005 POP 30-SEP-2018 TO

N/A (SAME AS PREVIOUS LOCATION)

2006 POP 30-SEP-2018 TO

N/A (SAME AS PREVIOUS LOCATION)

2007 POP 30-SEP-2018 TO

27-SEP-2019

N/A (SAME AS PREVIOUS LOCATION)

2008 POP 30-SEP-2018 TO

N/A (SAME AS PREVIOUS LOCATION)

3001 POP 30-SEP-2019 TO

29-SEP-2020

N/A (SAME AS PREVIOUS LOCATION)

3002 POP 30-SEP-2019 TO

N/A (SAME AS PREVIOUS LOCATION)

3003 POP 30-SEP-2019 TO

N/A (SAME AS PREVIOUS LOCATION)

3004 POP 30-SEP-2019 TO

N/A (SAME AS PREVIOUS LOCATION)

3005 POP 30-SEP-2019 TO

N/A (SAME AS PREVIOUS LOCATION)

3006 POP 30-SEP-2019 TO

N/A (SAME AS PREVIOUS LOCATION)

3007 POP 30-SEP-2019 TO

27-SEP-2020

N/A (SAME AS PREVIOUS LOCATION)

3008 POP 30-SEP-2019 TO

N/A (SAME AS PREVIOUS LOCATION)

4001 POP 30-SEP-2020 TO

29-SEP-2021

N/A (SAME AS PREVIOUS LOCATION)

4002 POP 30-SEP-2020 TO

N/A (SAME AS PREVIOUS LOCATION)

4003 POP 30-SEP-2020 TO

N/A (SAME AS PREVIOUS LOCATION)

4004 POP 30-SEP-2020 TO

N/A (SAME AS PREVIOUS LOCATION)

4005 POP 30-SEP-2020 TO

N/A (SAME AS PREVIOUS LOCATION)

4006 POP 30-SEP-2020 TO

N/A (SAME AS PREVIOUS LOCATION)

4007 POP 30-SEP-2020 TO

27-SEP-2021

N/A (SAME AS PREVIOUS LOCATION)

4008 POP 30-SEP-2020 TO

N/A (SAME AS PREVIOUS LOCATION)

5001 POP 30-SEP-2021 TO

29-SEP-2022

N/A (SAME AS PREVIOUS LOCATION)

5002 POP 30-SEP-2021 TO

N/A (SAME AS PREVIOUS LOCATION)

5003 POP 30-SEP-2021 TO

N/A (SAME AS PREVIOUS LOCATION)

5004 POP 30-SEP-2021 TO

N/A (SAME AS PREVIOUS LOCATION)

5005 POP 30-SEP-2021 TO

N/A (SAME AS PREVIOUS LOCATION)

5006 POP 30-SEP-2021 TO

N/A (SAME AS PREVIOUS LOCATION)

5007 POP 30-SEP-2021 TO

27-SEP-2022

N/A (SAME AS PREVIOUS LOCATION)

5008 POP 30-SEP-2021 TO

N/A (SAME AS PREVIOUS LOCATION)

CLAUSES INCORPORATED BY REFERENCE

52.202-1 Definitions NOV 2013 52.203-2 Certificate Of Independent Price Determination APR 1985 52.203-5 Covenant Against Contingent Fees MAY 2014 52.203-6 Restrictions On Subcontractor Sales To The Government SEP 2006 52.203-7 Anti-Kickback Procedures MAY 2014 52.203-8 Cancellation, Rescission, and Recovery of Funds for Illegal or

Improper Activity

MAY 2014

52.203-10 Price Or Fee Adjustment For Illegal Or Improper Activity MAY 2014 52.203-12 Limitation On Payments To Influence Certain Federal

Transactions

OCT 2010

52.203-13 Contractor Code of Business Ethics and Conduct OCT 2015 52.203-17 Contractor Employee Whistleblower Rights and Requirement

To Inform Employees of Whistleblower Rights

APR 2014

52.204-2 Security Requirements AUG 1996 52.204-4 Printed or Copied Double-Sided on Postconsumer Fiber

Content Paper

MAY 2011

52.204-7 System for Award Management JUL 2013 52.204-8 Annual Representations and Certifications APR 2016 52.209-6 Protecting the Government's Interest When Subcontracting

With Contractors Debarred, Suspended, or Proposed for Debarment

OCT 2015

52.209-7 Information Regarding Responsibility Matters JUL 2013 52.209-10 Prohibition on Contracting With Inverted Domestic

Corporations

NOV 2015

52.212-1 Instructions to Offerors--Commercial Items OCT 2015 52.212-2 Evaluation - Commercial Items OCT 2014 52.212-4 Contract Terms and Conditions--Commercial Items MAY 2015 52.212-5 Alt I Contract Terms and Conditions Required to Implement

Statutes or Executive Orders--Commercial Items (MAR 2016) Alternate I

FEB 2000

52.215-22 Limitations on Pass-Through Charges--Identification of Subcontract Effort

OCT 2009

52.215-23 Limitations on Pass-Through Charges OCT 2009 52.216-7 Allowable Cost And Payment JUN 2013 52.217-5 Evaluation Of Options JUL 1990 52.217-8 Option To Extend Services NOV 1999 52.222-17 Nondisplacement of Qualified Workers MAY 2014 52.222-50 Combating Trafficking in Persons MAR 2015 52.223-18 Encouraging Contractor Policies To Ban Text Messaging

While Driving

AUG 2011

52.225-13 Restrictions on Certain Foreign Purchases JUN 2008 52.225-25 Required Use of American Iron, Steel, and Manufactured

Goods-Buy American Act--Construction Materials (MAR 2009)

MAR 2009

52.227-14 Rights in Data--General MAY 2014 52.232-9 Limitation On Withholding Of Payments APR 1984 52.232-18 Availability Of Funds APR 1984

52.232-22 Limitation Of Funds APR 1984 52.232-33 Payment by Electronic Funds Transfer--System for Award

Management

JUL 2013

52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.233-2 Service Of Protest SEP 2006 52.233-3 Protest After Award AUG 1996 52.233-4 Applicable Law for Breach of Contract Claim OCT 2004 52.242-1 Notice of Intent to Disallow Costs APR 1984 52.242-3 Penalties for Unallowable Costs MAY 2014 52.242-3 Penalties for Unallowable Costs MAY 2014 52.245-1 Government Property APR 2012 52.246-4 Inspection Of Services--Fixed Price AUG 1996 52.246-5 Inspection Of Services Cost-Reimbursement APR 1984 52.253-1 Computer Generated Forms JAN 1991 252.201-7000 Contracting Officer's Representative DEC 1991 252.204-7005 Oral Attestation of Security Responsibilities NOV 2001 252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

JUN 2012

252.239-7001 Information Assurance Contractor Training and Certification JAN 2008

APPENDIX A: OACSIM SEC. REQ.

1.0 SECURITY REQUIREMENTS:

1.0. 1. There are no requirements for Contractor key personnel and alternates to have routine access to classified Government information in the performance of this task order effort.

1.0.2. When required by the Government representative, if Contractor key personnel and alternates are required to provide support on a full-time basis on-site at secure Government facilities, attend meetings or briefings, a valid, current final Secret eligibility and access shall be granted and posted in the Joint Personnel Adjudication System (JPAS) to gain access.

1.1 PERSONAL IDENTITY VERFICATION (PIV).

1.1.1. The Contractor shall comply with PIV procedures implemented by Homeland Security Presidential Directive- 12 (HSPD-12), Federal Information Processing Standards Publication (FIPS PUB) Number 201-1, Office of Management and Budget (OMB) Guidance M-05-24 and OACSIM.

1.1.2. The Contractor shall insert this clause, FAR 52.204-9 as required by FAR 4.1303, in all subcontracts when the subcontractor is required to have physical access to a Federally-controlled facility or access to a Federally-controlled information system.

1.1.3. In accordance with HSPD-12, OMB M-05-24 and FIPS 201-1, unless a previous favorable background investigation has been completed in the last ten (10) years, all Contractor employees will be the subject of a background investigation conducted by the Government.

1.1.4. No Contractor employee will commence work until the personnel security questionnaire (PSQ) paperwork has been completed, reviewed and submitted to the Office of Personnel Management (OPM).

1.1.5. Contractor employees not meeting the minimum PIV requirements will be the subject of a National Crime Information Center (NCIC) check prior to beginning work in addition to the submission of the PSQ to

OPM.

1.1.6. Non-US citizens will not be used in the performance of this task order unless the provisions of

Army Regulation 25-2, Information Assurance have been fully completed and approval has been granted by the Government for the non-US citizen to perform the required support.

1.2 VISIT NOTIFICATIONS.

1.2.1. If the Contractor has previously been granted a facility clearance (FCL) through the Defense Industrial Security Clearance Office (DISCO), the Contractor Facility Security Officer (FSO) shall submit visit notifications via JPAS in the format prescribed and provided by OACSIM Security through the Government

COR.

1.2.2. If the Contractor is not cleared through DISCO, the Contractor will submit a signed visit request on company letterhead stationary through the Government COR. The request will include the full name (last, first, middle), date of birth (MM/DD/YYYY), place of birth (city, state, country), citizenship, type of last investigation and date last investigation was completed, if any and will be the subject of a National Crime Information Center (NCIC) check prior to beginning work.

1.3 SECURITY REGULATIONS. All Contractor employees shall read all applicable security regulations, to be provided by the Government. Contractor personnel shall familiarize themselves with the Government’s regulations and policies and site-specific regulations regarding access to sensitive materials, computer facility/IT network access, issue of access credentials, etc., which shall be provided as required by the Government.

1.4 PHYSICAL SECURITY. The majority of work will be performed off the Government worksite. In the event that the Contractor is required to work on the Government site, the Contractor shall be responsible for safeguarding all Government property provided for Contractor use. At the close of each work period, Government facilities, equipment, and materials shall be secured.

1.5 ACCESS CREDENTIALS. The Contractor shall establish and implement methods of making sure all access credentials (Common Access Card (CAC); DD Form 1466, DoD Building Pass; Kastle Key Systems) issued to the Contractor employee by the Government are not lost or misplaced and are not used by unauthorized persons. No access credentials issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering access credentials that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued access credentials by Contractor personnel who no longer require access to Government information systems or Government facilities. The Contractor shall immediately report any occurrences of lost access credentials to the COR.

1.5.1. In the event access credentials are lost or damaged, the Contractor employee shall immediately notify the COR who will notify OACSIM Security of the loss or damage and request re-issue of the credential.

1.5.2. Multiple occurrences of loss or damaged access credentials will be reported to the Contracting Officer.

When the replacement of access credentials is performed by the Government, the total cost of re-issuing the credential(s) shall be deducted from the monthly payment due the Contractor.

1.5.3. The Contractor shall prohibit the use of Government issued access credentials by any persons other than the Contractor employee to whom the credential is issued. The Contractor shall prohibit the opening of secure or 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 OACSIM Security Office.

1.6 IDENTIFICATION OF CONTRACTOR EMPLOYEES. All Contractor 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. Contractor personnel shall also ensure that all documents or reports produced are suitably marked as Contractor products or that Contractor participation is appropriately disclosed. Contractor employees with assigned duties requiring on-site performance shall meet the requirements to obtain a Department of Defense building pass. Contractor employees requiring use of Government information systems or facilities shall meet the criteria required to obtain a Common Access Card and building specific identification badge requirements/specifications.

1.7 ORGANIZATION AND CONSULTANT CONFLICTS OF INTEREST. Contractor and subcontractor personnel performing work under this task order 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 Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may affect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.8 ANTI-TERRORISM AND OPERATIONS SECURITY REQUIREMENTS

1.8.1. AT Level I Training. All Contractor employees, to include subcontractor employees, requiring access Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 30 calendar days after task order start date or effective date of incorporation of this requirement into the task order, whichever is applicable. The Contractor shall submit certificates of completion for each affected Contractor employee and subcontractor employee, to the COR or to the contracting officer, if a COR is not assigned, within 15 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.

1.8.2. Access and General Protection/Security Policy and Procedures. This standard language text is for Contractor employees with an area of performance within an Army controlled installation, facility or area.

Contractor and all associated sub-contractors employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by Government representative).