Amendment 1 - RFP W912DY22R0024_2May2022.pdf

AMENDMENT OF SOLICITATION/MODIFICATION OF CONTRACT

Except as provided herein, all terms and conditions of the document referenced in Item 9A or 10A, as heretofore changed, remains unchanged and in full force and effect.

15A. NAME AND TITLE OF SIGNER (Type or print)

30-105-04EXCEPTION TO SF 30

APPROVED BY OIRM 11-84

STANDARD FORM 30 (Rev. 10-83) Prescribed by GSA

FAR (48 CFR) 53.243

Performance Work Statement (PWS), Revision 1, dated 2 May 2022, to include G-4 Technical Services Support.

Section L, "Instruction to Offerors" w ith revised due dates for submission of questions and proposals.

Section M, "Basis for Selection" Revision

1. CONTRACT ID CODE PAGE OF PAGES

J 1 41

16A. NAME AND TITLE OF CONTRACTING OFFICER (Type or print)

16C. DATE SIGNED

BY

16B. UNITED STATES OF AMERICA15C. DATE SIGNED15B. CONTRACTOR/OFFEROR

(Signature of Contracting Officer)(Signature of person authorized to sign)

8. NAME AND ADDRESS OF CONTRACTOR (No., Street , County, State and Zip Code) X W912DY22R0024

X 9B. DATED (SEE ITEM 11)

11-Apr-2022

10B. DATED (SEE ITEM 13)

9A. AMENDMENT OF SOLICITATION NO.

11. THIS ITEM ONLY APPLIES TO AMENDMENTS OF SOLICITATIONS

X The above numbered solicitation is amended as set forth in Item 14. The hour and date specified for receipt of Offer X is extended, is not extended.

Offer must acknowledge receipt of this amendment prior to the hour and date specified in the solicitation or as amended by one of the following methods:

(a) By completing Items 8 and 15, and returning 1 copies of the amendment; (b) By acknowledging receipt of this amendment on each copy of the offer submitted;

or (c) By separate letter or telegram which includes a reference to the solicitation and amendment numbers. FAILURE OF YOUR ACKNOWLEDGMENT TO BE RECEIVED AT THE PLACE DESIGNATED FOR THE RECEIPT OF OFFERS PRIOR TO THE HOUR AND DATE SPECIFIED MAY RESULT IN

REJECTION OF YOUR OFFER. If by virtue of this amendment you desire to change an offer already submitted, such change may be made by telegram or letter, provided each telegram or letter makes reference to the solicitation and this amendment, and is received prior to the opening hour and date specified.

12. ACCOUNTING AND APPROPRIATION DATA (If required)

13. THIS ITEM APPLIES ONLY TO MODIFICATIONS OF CONTRACTS/ORDERS.

IT MODIFIES THE CONTRACT/ORDER NO. AS DESCRIBED IN ITEM 14.

A. THIS CHANGE ORDER IS ISSUED PURSUANT TO: (Specify authority) THE CHANGES SET FORTH IN ITEM 14 ARE MADE IN THE

CONTRACT ORDER NO. IN ITEM 10A.

B. THE ABOVE NUMBERED CONTRACT/ORDER IS MODIFIED TO REFLECT THE ADMINISTRATIVE CHANGES (such as changes in paying office, appropriation date, etc.) SET FORTH IN ITEM 14, PURSUANT TO THE AUTHORITY OF FAR 43.103(B).

C. THIS SUPPLEMENTAL AGREEMENT IS ENTERED INTO PURSUANT TO AUTHORITY OF:

D. OTHER (Specify type of modification and authority)

E. IMPORTANT: Contractor is not, is required to sign this document and return copies to the issuing office.

14. DESCRIPTION OF AMENDMENT/MODIFICATION (Organized by UCF section headings, including solicitation/contract subject matter where feasible.)

10A. MOD. OF CONTRACT/ORDER NO.

U0001

2. AMENDMENT/MODIFICATION NO. 5. PROJECT NO.(If applicable)

6. ISSUED BY

3. EFFECTIVE DATE

02-May-2022

CODE

US ARMY ENGINEERING & SUPPORT CENTER

HUNTSVILLE ENGINEERING & SUPPORT CENTER

P.O. BOX 1600

HUNTSVILLE AL 35807-4301

W912DY 7. ADMINISTERED BY (If other than item 6)

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W912DY22R0024

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION A - SOLICITATION/CONTRACT FORM

The following have been added by full text:

CONSOLIDATED CLIN STRUCTURE

CLIN QTY UNIT Description Unit Total

BASE PERIOD FOR TWELVE (12) MONTHS

0001 1 JOB G-9 UP Technical Services $ $ 0002 1 LOT G-9 Travel (NTE)* $30,000.00 $30,000.00 0003 1 JOB G-4 UP Technical Services $ $ 0004 1 LOT G-4 Travel (NTE)* $98,000.00 $98,000.00 0005 1 JOB Service Contract Reporting (SCR) NSP** NSP**

OPTION PERIOD ONE FOR TWELVE (12) MONTHS

1001 1 JOB G-9 UP Technical Services $ $ 1002 1 LOT G-9 Travel (NTE)* $30,000.00 $30,000.00 1003 1 JOB G-4 UP Technical Services $ $ 1004 1 LOT G-4 Travel (NTE)* $98,000.00 $98,000.00 1005 1 JOB Service Contract Reporting (SCR) NSP** NSP**

EXTENSION OF SERVICES IAW 52.217-8 FOR UP TO SIX (6) MONTHS

2001 1 JOB G-9 UP Technical Services $ $ 2002 1 LOT G-9 Travel (NTE)* $15,000.00 $15,000.00 2003 1 JOB G-4 UP Technical Services $ $ 2004 1 LOT G-4 Travel (NTE)* $48,600.00 $48,600.00 2005 1 JOB Service Contract Reporting (SCR) NSP** NSP**

GRAND TOTAL $ $

* Offeror does not need to provide pricing for Travel; Not to Exceed (NTE) amount is provided.

**NSP = Not Separately Priced

SECTION B - SUPPLIES OR SERVICES AND PRICES

CLIN 0001

The CLIN description has changed from UP Technical Services to G-9 UP Technical Services.

CLIN 0002

The CLIN description has changed from Travel to G-9 Travel.

CLIN 0003

This CLIN has been renumbered to CLIN 0004.

The CLIN description has changed from Monthly Activity Report to G-4 Travel.

The CLIN extended description has changed from:

The contractor shall prepare and deliver a Monthly Progress/Activity Report to the Commercial Utilies Program (CUP) Project Manager, Contracting Officer Representative (COR) and to the UP Program Manager and UP Assistant Program Manger no later than the 10th calendar day of the month for the immediate month preceding.

To:

Offeror does not need to provide pricing for Travel: ***Not to Exceed (NTE) Amount:

$98,000.00*** Travel will be a Not-To-Exceed (NTE) amount established by the Government based on estimated travel shown in the PWS. Travel costs must be approved by the Contracting Officer (KO) in advance of travel, and costs will be reimbursed by routine invoicing procedures.

The contractor is responsible for providing sufficient and timely information and the KO's review and approval of travel. The contractor is responsible for monitoring its paid and unpaid travel invoices in order to not request pre-approved travel in amounts exceeding the remaining funds on the Contract Line Item (CLIN). The contractor will be reimbursed for pre-approved travel when it does not exceed remainng funds on this CLIN. The contractor should inform the Government when funds for three trips are estimated to remain on the CLIN. The contractor shall not add fees for its invoices for travel, to include General and Administrative (G&A) expenses. Price for airfare should normally not exceed the price of a coach ticket purchased 14 days in advance. Price for Per Diem (Lodging and Meals & Incidental Expenses) will be considered reasonable if based on the rates and policies of the Joint Travel Regulation (JTR) wihich can be found at http://www.gsa.gov.

The pricing detail quantity has decreased by 11.00 from 12.00 to 1.00.

The unit of issue has changed from Each to Lot.

The cost constraint has changed from NSP to NTE.

CLIN 0004

This CLIN has been renumbered to CLIN 0005.

CLIN 1001

The CLIN description has changed from Opt Yr 1 - UP Technical Services to G-9_Opt

Yr 1 - UP Technical Services.

CLIN 1002

The CLIN description has changed from Opt Yr 1 - Travel to G-9_Opt Yr 1 - Travel.

CLIN 1003

This CLIN has been renumbered to CLIN 1004.

The CLIN description has changed from OY1 - Monthly Activity Report to G-4_Opt Yr 1 - Travel.

The CLIN extended description has changed from:

The contractor shall prepare and deliver a Monthly Progress/Activity Report to the Commercial Utilies Program (CUP) Project Manager, Contracting Officer Representative (COR) and to the UP Program Manager and UP Assistant Program Manger no later than the 10th calendar day of the month for the immediate month preceding.

To:

Offeror does not need to provide pricing for Travel:

***Not to Exceed (NTE) Amount: $98,000.00***

Travel will be a Not-To-Exceed (NTE) amount established by the Government based on estimated travel shown in the PWS. Travel costs must be approved by the Contracting Officer (KO) in advance of travel, and costs will be reimbursed by routine invoicing procedures. The contractor is responsible for providing sufficient and timely information and the KO's review and approval of travel. The travel invoices in order to not request pre-approved travel in amounts exceeding the remaining funds on the Contract Line Item (CLIN). The contractor will be reimbursed for pre-approved travel when it does not exceed remainng funds on this CLIN. The contractor should inform the Government when funds for three trips are estimated to remain on the CLIN. The contractor shall not add fees for its invoices for travel, to include General and Administrative (G&A) expenses. Price for airfare should normally not exceed the price of a coach ticket purchased 14 days in advance. Price for Per Diem (Lodging and Meals & Incidental Expenses) will be considered reasonable if based on the rates and policies of the Joint Travel Regulation (JTR) wihich can be found at http://www.gsa.gov.

The pricing detail quantity has decreased by 11.00 from 12.00 to 1.00.

The unit of issue has changed from Each to Lot.

The cost constraint has changed from NSP to NTE.

CLIN 1004

This CLIN has been renumbered to CLIN 1005.

The CLIN description has changed from OY1 - Service Contract Reporting to Opt Yr 1

- Service Contract Reporting.

CLIN 2001

The CLIN description has changed from 6 Month Ext - UP Technical Services to G-9 -

UP Technical Services.

The CLIN extended description has changed from:

6 Month Extension IAW FAR 52.217-8:

The contractor shall provide technical support services for the Army Utilities Privatization (UP) Program in support of Army G-9 in accordance with the Performance Work Statement (PWS).

To:

Extension of Services IAW FAR 52.217-8:

The contractor shall provide technical support services for the Army Utilities Privatization (UP) Program in support of Army G-9 in accordance with the Performance Work Statement (PWS).

CLIN 2002

The CLIN description has changed from 6 Month Extension - Travel to G-9 - Travel.

The CLIN extended description has changed from:

6 Month Extension IAW FAR 52.217-8

Offeror does not need to provide pricing for Travel:

***Not to Exceed (NTE) Amount: $15,000.00

***Travel will be a Not-To-Exceed (NTE) amount established by the Government based on estimated travel shown in the PWS. Travel costs must be approved by the Contracting Officer (KO) in advance of travel, and costs will be reimbursed by routine invoicing procedures. The contractor is responsible for providing sufficient and timely information and the KO's review and approval of travel. The contractor is responsible for monitoring its paid and unpaid travel invoices in order to not request pre-approved travel in amounts exceeding the remaining funds on the Contract Line Item (CLIN). The contractor will be reimbursed for pre-approved travel when it does not exceed remainng funds on this CLIN. The contractor should inform the Government when funds for three trips are estimated to remain on the CLIN. The invoices for travel, to include General and Administrative (G&A) expenses. Price for airfare should normally not exceed the price of a coach ticket purchased 14 days in advance. Price for Per Diem (Lodging and Meals & Incidental Expenses) will be considered reasonable if based on the rates and policies of the Joint Travel Regulation (JTR) wihich can be found at http://www.gsa.gov.

To:

Extension of Services IAW FAR 52.217-8 Offeror does not need to provide pricing for Travel:

***Not to Exceed (NTE) Amount: $15,000.00***

Travel will be a Not-To-Exceed (NTE) amount established by the Government based on estimated travel shown in the PWS. Travel costs must be approved by the Contracting Officer (KO) in advance of travel, and costs will be reimbursed by routine invoicing procedures. The contractor is responsible for providing sufficient and timely information and the KO's review and approval of travel. The contractor is responsible for monitoring its paid and unpaid travel invoices in order to not request pre-approved travel in amounts exceeding the remaining funds on the Contract Line Item (CLIN). The contractor will be reimbursed for pre-approved travel when it does not exceed remainng funds on this CLIN. The contractor should inform the Government when funds for three trips are estimated to remain on the CLIN. The invoices for travel, to include General and Administrative (G&A) expenses. Price for airfare should normally not exceed the price of a coach ticket purchased 14 days in advance. Price for Per Diem (Lodging and Meals & Incidental Expenses) will be considered reasonable if based on the rates and policies of the Joint Travel Regulation (JTR) wihich can be found at http://www.gsa.gov.

CLIN 2003

This CLIN has been renumbered to CLIN 2004.

The CLIN description has changed from 6 Month Ext - Monthly Activity Report to G- 4 - Travel.

The CLIN extended description has changed from:

6 Month Extension IAW FAR 52.217-8: The contractor shall prepare and deliver a Monthly Progress/Activity Report to the Commercial Utilies Program (CUP) Project Manager, Contracting Officer Representative (COR) and to the UP Program Manager and UP Assistant Program Manger no later than the 10th calendar day of the month for the immediate month preceding.

To:

Extension of Services IAW FAR 52.217-8

Offeror does not need to provide pricing for Travel:

***Not to Exceed (NTE) Amount: $48,600.00***

Travel will be a Not-To-Exceed (NTE) amount established by the Government based on estimated travel shown in the PWS. Travel costs must be approved by the Contracting Officer (KO) in advance of travel, and costs will be reimbursed by routine invoicing procedures. The contractor is responsible for providing sufficient and timely information and the KO's review and approval of travel. The contractor is responsible for monitoring its paid and unpaid travel invoices in order to not request pre-approved travel in amounts exceeding the remaining funds on the Contract Line Item (CLIN). The contractor will be reimbursed for pre-approved travel when it does not exceed remainng funds on this CLIN. The contractor should inform the Government when funds for three trips are estimated to remain on the CLIN. The invoices for travel, to include General and Administrative (G&A) expenses. Price for airfare should normally not exceed the price of a coach ticket purchased 14 days in advance. Price for Per Diem (Lodging and Meals & Incidental Expenses) will be considered reasonable if based on the rates and policies of the Joint Travel Regulation (JTR) wihich can be found at http://www.gsa.gov.

The pricing detail quantity has decreased by 11.00 from 12.00 to 1.00.

The unit of issue has changed from Each to Lot.

The cost constraint has changed from NSP to NTE.

CLIN 2004

This CLIN has been renumbered to CLIN 2005.

The CLIN description has changed from 6 Month Ext - Service Contract Reporting to Service Contract Reporting.

The CLIN extended description has changed from:

6 Month Extension IAW 52.217-8 Service Contract Reporting (SCR): The offeror is required to report servicecontract manpower on an annual basis by Task Order in the System for Award Management, https://sam.gov, (previously manpower reporting on the ecmra.mil website). The offeror shall ensure that the costs associated with this requirement are incorporated within their proposal and not separately priced. NSP = Not Separately Priced

To:

Extension of Services IAW 52.217-8 Service Contract Reporting (SCR): The offeror is required to report servicecontract manpower on an annual basis by Task Order in the System for Award Management, https://sam.gov, (previously manpower reporting on the ecmra.mil website). The offeror shall ensure that the costs associated with this requirement are incorporated within their proposal and not separately priced. NSP = Not Separately Priced

CLIN 0003 is added as follows:

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0003 1 Job

G-4 UP Technical Services

FFP

The contractor shall provide technical support services for the Army Utilities Privatization (UP) Program in support of Army G-4 in accordance with the Performance Work Statement (PWS).

FOB: Destination

NET AMT

CLIN 1003 is added as follows:

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

1003 1 Job OPTION G-4_Opt Yr 1 - UP Technical Services

FFP

The contractor shall provide technical support services for the Army Utilities Privatization (UP) Program in support of Army G-4 in accordance with the Performance Work Statement (PWS).

FOB: Destination

NET AMT

CLIN 2003 is added as follows:

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

2003 1 Job OPTION G-4 - UP Technical Services

FFP

Extension of Services IAW FAR 52.217-8:

The contractor shall provide technical support services for the Army Utilities Privatization (UP) Program in support of Army G-4 in accordance with the Performance Work Statement (PWS).

NET AMT

The following have been modified:

SECTION B INSTRUCTIONS

***See Section A for a table with all Contract Line Items (CLINs) to assist in the clarity of this amended soilicitation.***

See Section L of this solicitation for additional instructions on how to submit a complete proposal.

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been added by full text:

PWS, REVISION 1, DTD 2 MAY 22

PERFORMANCE WORK STATEMENT

Technical Support Services for Army Utilities Program U.S. Army HQDA G-9 and IMCOM G-4

2 May 2022

SECTION A - U.S. Army HQDA G-9

A1.0 OBJECTIVE

Contractor shall provide technical support services for the Army Utilities Program; including technical assistance in policy development and implementation guidelines, providing program management support, facilitating utility system evaluations, conducting technical analyses to evaluate alternatives to upgrade Army-owned systems, and providing Utility Privatization (UP) program quality assurance (QA) technical support.

A1.1 Structure. This contract is for a one-year base period award with one one-year option period to be awarded based on the Government’s need at the time. The workload is based upon the anticipated Utilities Program requirements provided in paragraph A2.0 below that describes the specific work to be executed, proposed locations of the work to be performed, and the corresponding period of performance for that work.

A1.2 Security.

A1.2.1 All contractor employees who work for the successful Offeror selected to support this contract shall 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 DCS G-9 requirements. The complete DCS G-9 security specifications can be found at APPENDIX A.

A1.2.2 For contractors working on-site at secure Government facilities, the contractor awarded the contract shall 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.

A1.2.3 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.

A2.0 Scope

The scope of services is to provide specialized Utility Program technical support to Headquarters Department of Army (HQDA) Deputy Chief of Staff (DCS) G-9 Operations Directorate; work to be performed at the Pentagon G-9 office and from remote locations as directed by the Contracting Officer or Contracting Officer’s Representative (COR).

Temporary Duty (TDY) will be required at designated installation locations, Installation Management Command Headquarters (IMCOM HQ) at Joint Base San Antonio (JBSA), Army Materiel Command Headquarters (AMC HQ) at Redstone Arsenal, and at other locations as required. Scope of effort includes the evaluation of Government-Owned (GO) utility systems in support of the Utilities Program requirements in accordance with Office of the Secretary of Defense (OSD) and Army guidance (referred to as “Pre-Award” work). Scope also includes the non-supervisory

Quality Assurance (QA) of Utility Privatization (UP) Post-Award Contract Management, to include review of IMCOM, Defense Logistics Agency-Energy (DLA-Energy), Mission Installation Contracting Command (MICC), Army Contracting Command (ACC), and AMC post-award efforts. The QA work is also referred to as Portfolio and Asset Management (PAM).

The PAM effort includes overseeing the Post-Conveyance Review (PCR) process mandated by Department of Defense Instructions (DODI) 4170.11, assessing with the Legacy Contract Conversion (LCC) process, reviewing Cyber- Security Assessments, evaluating Contract Administration Plans, and supporting the annual DoD UP Conference and Workshop. Program PAM support includes coordination with the Army UP Working Group Team from: DCS G-9;

Assistant Secretary of the Army for Installations Energy and Environment (ASA-IE&E); DASA for Cost and Economics (DASA-CE); contracting authorities at DLA Energy, U.S. Army Corps of Engineers (USACE), ACC;

affected Installations, Regions, and Headquarters of land-holding commands (LHCs) at IMCOM, AMC, U.S. Army Reserve (USAR), Army National Guard (ARNG), and other program stakeholders.

All work performed shall reflect thorough, professional, detailed knowledge of utility industry standards, alternative financing mechanisms (AFMs) laws and regulations, and UP policy and guidance: including but not limited to, Congressional guidance and amendments of 10 U.S. Code (USC) 2688, 10 USC 2922a, 10 USC 2813, and National Defense Authorization Act (NDAA), Office of the Secretary of Defense (OSD) guidance, and applicable Army policies. Support will be provided under direction of the DCS G-9 Energy and Facility Policy Branch Chief within the Operations Directorate, and the Utilities Privatization Program Manager at DCS G-9. The Contractor shall also work closely with other staff and offices supporting the Army Utilities Program, the UP Working Group, and the OSD UP Working Group Team. A member of the Energy Division of the U.S. Army Engineering and Support Center, Huntsville (CEHNC) will act as the COR on this contract.

The Contractor will provide support with on-site team members at the Pentagon, augmented by off-site Subject Matter Experts (SME), with significant knowledge of the utility management, AFM programs, and UP. Contractor is to assist in coordinating the activities of the Utility Program Team to keep program oversight activities and contract execution on-schedule. On-site staff at Army sites will be provided a cubicle and laptop or computer equipment for each of the assigned personnel. Program management function 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.

A2.1 HQDA DCS G-9 Utilities Program Support

The Army has multi-year requirements for technical support to meet PAM requirements driven by OSD and ASA- IEE Guidance for the UP program and the associated utility management function. OSD UP Guidance (7-Feb-19) expanded the alternatives to provide utility upgrades, sustainment, operations, and maintenance (O&M). The “pre-award program” that addresses the alternatives for utility management resides at the Land-Holding Commands (LHC), along with UP post-award contract oversight and the responsibility to complete ongoing evaluations of utility systems scheduled for UP decision in FY22-23.

The UP PAM program consists of on-site support to provide essential UP program management support. The support is for Program Management at HQDA, supporting initiatives identified as part of the Utilities Operational Planning Team (OPT) Utilities Program Review (UPR) effort, and providing quality assurance for requirements specified in the OSD UP Guidance (7-Feb-19) and corresponding ASA-IEE UP Guidance (14-Dec-20).

A2.1.1 Program Management: Provide on-site support to HQDA for the development, coordination and dissemination of guidance to implement policy, to support UP decision analysis, and support integration with other Army programs that interface the utility programs, such as the Residential Communities Initiative (RCI), Advanced Metering Initiative (AMI), Privatized Army Lodging (PAL), and various elements of the Energy and Water Programs. UP PM includes supporting the OSD UP Working Group to meet program monitoring requirements related to energy resilience, utility performance metrics, and cybersecurity compliance. Support also includes management reporting, interface with other HQDA offices such as the ASA-IEE, ASA-CE, ABO, G-8, and OGC as necessary to administer the PAM program in conjunction with the G-9 UP Program Manager staff.

A2.1.2 PAM Handbook: Contractor to develop a PAM Handbook that incorporates all the pertinent policy, guidance, instructions, legal documents, administrative elements, and associated tools to effectively manage the Army UP Program. The PAM shall address the ninety-eight (98) existing utility service contracts resulting from privatization efforts and shall also include the strategy and approach to address the remaining major utility systems at IMCOM, AMC, and USAR installations nationwide.

The PAM Handbook shall identify roles and responsibilities of the various echelons within the Army from HQDA to Land-Holding Commands, to Garrisons at Installations. The Handbook shall also describe the reporting and approval cycle requirements to OSD. The Handbook shall address staffing and resource requirements associated with the UP program, including the administration of the post-award management efforts at Installations, LHC(s) and at HQDA.

A2.1.3 Post-Award Program Quality Assurance: Garrisons provide the Contracting Officer's Representative (COR) function in accordance with the Post-Conveyance Contract Oversight Plans (PCCOPS) required by the OSD Guidance (7 Feb 19). Contractor will update the Post-Conveyance Review Implementation Plan (PCRIP) in conjunction with the Contracting Officers and IMCOM. Contractor will review each draft PCR, CCR, and PCCOP developed by the Garrisons and IMCOM. Contractor will monitor the legacy contract transfer and conversion process, and will provide analysis of the impact of contract conversion to the current UP contract format. Contractor will review the Capital Investment Plan (CIP) for the UP contract portfolio and participate in the prioritization of CIP projects.

A2.2 DCS G-9 Utilities Program (Pre-Award) Support and Quality Assurance

A2.2.1 System Inventory and Condition Assessment (SI&CA) QA: Evaluation of GO utility systems requires that a SI&CA be performed to establish the baseline for further analysis. Evaluation of privatized systems may also be necessary to inform the Army’s decision process for expiring contracts. The System Inventory is conducted concurrently with the Condition Assessment to provide detailed information in Geographical Information System (GIS) format describing the age, condition, material, and location of all major components comprising the system under study. Based upon the recently completed Utilities Program Review (UPR) results, there are approximately 60 major Government-Owned utility systems that are scheduled for the SI&CA process in the next ten (10) years, or an average of six (6) systems per year. A list of the systems is provided at APPENDIX B; prioritization of systems to undergo assessment is determined by IMCOM, OCAR, AMC on an annual basis.

A2.2.2 Analysis of Alternatives (AOA): Conduct analyses and/or QA of alternatives to provide reliable, efficient, and resilient utilities owned by the Government and utility systems covered by expiring UP contracts.

Per the OSD UP Guidance, the AOA shall address options for upgrading and sustaining infrastructure, and alternatives to provide operations and maintenance. Various contracting vehicles for infrastructure upgrade shall be considered in the analysis, including ESPC, UESC, PPA, EUL, and UP. Options for O&M include IGSA(s) with local Governments, BOS contracts, and UP. Analyses include the identification of viable alternatives, development of the viable alternatives to enable comparison, and a Business Case Analysis (BCA) that identifies the “preferred alternative” for further consideration. Analysis also includes the evaluation of IGSA Concept Packages to validate recommendations, and incorporation of IGSA decisions into the BCA. The proposed workload is to conducta minimum of six (6) AOA efforts per year starting with the Base Period, and extending through the life of the contract.

A2.2.3 Preliminary Business Case Analysis (BCA): Based upon the outcome of the AOA, the Consultant shall conduct QA and if required, prepare a preliminary Business Case Analysis (BCA) of the leading alternatives for the Government to determine the preferred course of action (COA) for the utility system under study. The BCA shall be conducted in accordance with OSD and Army Guidance and will address the life-cycle cost analysis of the preferred alternatives. The BCA process culminates with a Decision Briefing to select the COA for each case. Utility systems selected to undergo the UP process will be referred to the Utilities Privatization Review Board (UPRB) for prioritization.

A2.2.4 Utility Privatization Procurement (Pre-Award) Actions: There are currently two (2) active procurement actions involving US Army Reserve (OCAR) installations, at various stages in the process, that require support through the privatization decision point. Support required involves the UP pre-award tasks described in APPENDIX C. Ongoing UP actions for the OCAR systems include Ft. Hunter-Liggett (electric, water, and wastewater) and Ft. Buchanan (electric waster, and Wastewater).

For planning purposes, it is anticipated that two UP contracts will be in development in the Base Period and the subsequent Option Years thereafter. The UP-contracting process takes approximately 36 months from the time that Contract Requirements are provided to the Contracting Officer; requirements are defined by the UP RFP Section J Attachments that include the System Inventory & Condition assessment data, operational requirements, and capital upgrade project descriptions (referred to as Initial System Deficiency Corrections (ISDC) projects).

A2.2.5 UP Post-Award Program Quality Assurance (QA)

The Contractor shall participate in the Post-Conveyance Reviews (PCR) Program: Per the OSD UP Guidance (7-Feb-19) and the DODI 4170.11 Energy Management guidance, the Army is required to evaluate 50% of all UP contracts within five (5) years, and 100% of all UP contracts within 10 years. The review process (PCR) consists of gathering technical and financial performance data for each contract to determine the proficiency and efficiency of the System Owners. The PAM oversight function is to perform Quality Assurance on the PCR process itself, and to accumulate and evaluate PCR results. The PAM function includes the identification of trends, lessons learned, and cost growth sources.

Cost Control Reports (CCRs): Contractor shall assess CCRs produced by LHC(s) for cases wherein the Cost Growth exceeds 20% over the life of the UP contract as determined in the PCR process. QA function includes evaluations of the reports, and validation that the mitigated actions to preclude further cost growth are implemented.

A3.0 DELIVERABLES

A3.1 Electronic Deliverables – The Contractor shall provide reports and other products as described herein, submitted in electronic digital format (Microsoft Word for reports, analyses, and other text-based deliverables, PowerPoint for all presentations, Excel for system databases, cost estimates, system valuations, contract cost data, and technical data), and Portable Document Format (pdf) for all record images and documents, such as signed contracts.

Contractor shall email deliverables to the UP Program Manager with copy to the cognizant Land-Holding Command (LHC) and the Contracting Officer Representative (COR), to include the following (as required):

3.1.1 PAM Handbook

Outline Draft Handbook Final Handbook

3.1.2 System Inventory & Condition Assessments (SI&CA)

QA - four (4) CONUS locations per year.

Trip Report Draft SI&CA Report Comments Final SI&CA Report Comments

3.1.3 Analysis of Alternatives (AOA) - four (4) AOA reports per year at CONUS locations.

Draft AOA Final AOA Decision Briefing Preliminary BCA Final BCA

3.1.4 UP Pre-Award Documents

Government Cost Estimate (GCE)

Price Analysis Reports (PARs) Draft Certified Economic Analysis (CEA) Draft Business Case Analysis (BCA) Final BCA

A3.2 Program Management Reporting – Deliverables in support of Utilities Program Management (PM) Support at DCS G-9 shall include documentation of meetings, seminars, briefings, data requests and results, and other documents associated with the administration of the Program.

A3.2.1 G-9 OD-F Support

Deliverables resulting from participation in Army Operational Planning Teams (OPT) Draft formal correspondence (Notifications, Decision Documents, Concurrence Memos) Financial and contract review reports to meet requirements of DoD instructions and guidance Memoranda for Record (MFR) to document Army meetings, briefings, and site visits Capital Investment Program (CIP) Support Program Objective Memoranda (POM) Budget Data Input UP Contract Oversight reports, updates, and briefings Significant Activity (SIGACT) summaries (as required) Memoranda for Record (MFR) to document OSD and other agency meetings, briefings, and site visits;

including DoD UP Working Group and DLA-Energy Coordination meetings

A3.2.2 UP Post-Award Program QA Support Draft formal correspondence (Notifications, Decision Documents, Concurrence Memos) Financial and contract review reports to meet requirements of OSD instructions and ASA-IEE program guidance Memoranda for Record (MFR) to document meetings, briefings, and site visits Capital Investment Program (CIP) Review Post-Conveyance Review (PCR) Assessments UP Contract Cost Control Reports (CCR) Assessments UP Contract Oversight reports, updates, and briefings

A3.2.3 DoD UP Annual Conference and Workshop Agenda Development Support Workshop Presentation materials Attendance and Participation After-Action Report summary of proceedings

A4.0 PERIOD OF PERFORMANCE SCHEDULE

Period of Performance for this PWS is from date of award up to two (2) years following award; the base period is 12 months from the date of award, and the Option Period consists of 12 months.

A5.0 TRAVEL

The Contractor will be required to travel to/from the Pentagon, IMCOM HQ, AMC HQ, or other sites, in support of the tasks identified in Section 2. Contractor will be required to travel to relevant installations to support GO SI&CA and AOA efforts, UP pre-award and transition, PCR/CCR oversight efforts. Contractor will also be required to travel to support Program Management tasks, including participation in the annual DoD UP Conference and Workshop. All Contractor travel expenses must be estimated and included in the negotiated contract price. Travel expenses will be reimbursed at cost in accordance with Joint Travel Regulations upon presentation of invoices with accompanying traveler receipts.

A6.0 DISTRIBUTION

All electronic deliverables shall be sent via email to:

ali.a.bakhshi.civ@mail.mil kelvin.l.herring.civ@mail.mil

A7.0 PAYMENTS

The Government will make progress payments no more frequently than monthly as the work proceeds under the issued contract. Payments shall be made against approved progress reports submitted by the Contractor. The Contractor shall provide data in support of their billings which are subject to acceptance by the Contracting Officer or Contracting Officer Representative (COR).

A8.0 MONTHLY PROGRESS/ACTIVITY REPORT

The Contractor shall prepare and deliver a monthly progress/activity report to the Project Manager and COR no later than the 10th calendar day of each month following a performance month.

SECTION B - US Army G-4 IMCOM

B1.0 OBJECTIVE

Contractor shall provide technical support services for the Army Utilities Program (AUP); including technical assistance in policy execution and implementation of Army guidance, providing program management support, facilitating utility system (electric, natural gas, water, wastewater) evaluations, conducting technical analyses to evaluate alternatives to Army-owned systems, and providing Utility Privatization (UP) program quality assurance (QA) technical support.

B1.1 Structure. This contract will be awarded as a one 12-month base period effort, with one 12-month option period to be awarded based on the Government’s need at the time. The workload is based upon the anticipated Utilities Program requirements provided in Section 2.0 below that describes the specific work to be executed, proposed locations of the work to be performed, and the corresponding period of performance for that work.

B1.2 Security.

B1.2.1 All contractor employees supporting this contract shall 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 DCS G-9 requirements. The complete DCS G-9 security specifications can be found at APPENDIX A.

B1.2.2 For contractors working on-site at secure Government facilities, the contractor shall 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 any contractor employee can be granted access to the Government worksite.

B1.2.3 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.

B2.0 Scope

The scope of services is to provide specialized AUP technical support to Headquarters Installation Management Command; work to be performed at the Joint Base San Antonio (JBSA) office and from remote locations. Temporary Duty (TDY) shall will be required at designated installation locations, Headquarters Department of Army (HQDA) Deputy Chief of Staff G-9 Operations Directorate, AMC HQ at Redstone Arsenal, and at other locations as required.

Scope of effort includes the evaluation of Government-Owned (GO) utility systems in support of the Utilities Program requirements in accordance with Office of Secretary of Defense (OSD) and Army Guidance (hereinafter referred to as “Pre-Award” work). Scope also includes the non-supervisory QA oversight of Utility Privatization (UP) Post- Award Contract Management, to include review of IMCOM, DLA-Energy, MICC, ACC, and AMC post-award efforts. The QA work hereinafter referred to as Portfolio and Asset Management (PAM).

The Contractor's PAM effort shall include overseeing the Post-Conveyance Review (PCR) process mandated by DODI 4170.11, assessing with the UP Legacy Contract Conversion (LCC) process, reviewing Cyber-Security Assessments, evaluating Contract Administration Plans, and supporting the annual DoD UP Conference and Workshop. Program PAM support shall also include coordination with the Army UP Working Group Team from: DCS G-9; Assistant Secretary of the Army for Installations Energy and Environment (ASA-IE&E); DASA for Cost and Economics (DASA-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 land-holding commands (LHCs) at Installation Management Command (IMCOM), Army Materiel Command (AMC), U.S. Army Reserve (USAR), Army National Guard, and other program stakeholders.

All work performed shall reflect thorough, professional, detailed knowledge of utility industry standards, alternative financing mechanisms (AFMs) laws and regulations, and Government-owned as well as privatized utilities systems policy and guidance, including but not limited to, Congressional guidance and amendments of 10 U.S. Code (USC) 2688, 10 USC 2922a, 10 USC 2813, and National Defense Authorization Act (NDAA), Office of the Secretary of Defense (OSD) guidance, and applicable Army policies. Support will be provided under direction of the IMCOM G- 4 Energy & Utilities Branch Chief within the Operation and Maintenance Division and Energy & Utilities Team Lead.

The Contractor shall work closely with other staff and offices supporting the IMCOM Utilities Program, the UP Working Group, and the OSD UP Working Group Team.

The Contractor shall provide support to on-site team members at the JBSA, augmented by off-site Contractor Subject Matter Experts (SME), with SMEs having significant knowledge of the Government-owned utilities systems management, AFM programs, and UP. Contractor shall assist in coordinating the activities of the Utility Program Team to keep program oversight activities and contract execution on-schedule. On-site staff at Army sites will be provided a cubicle and laptop or computer equipment for each of the assigned personnel. Program Management function support shall include associated support for program execution, such as meetings, teleconferences, support for or presentation of briefings, and tracking of milestones needed for timely program execution.

B2.1 IMCOM G-4 Utilities Program Support. The Army has multi-year requirements for technical support to meet PAM requirements driven by OSD and ASA-IEE Guidance for the AUP program, including Government-owned and privatized utilities systems and the associated utility management functions. OSD UP Guidance (7-Feb-19) expanded the alternatives to provide utility upgrades, sustainment, operations, and maintenance (O&M). The “pre-award program” that addresses the alternatives for utility management resides at the IMCOM, along with UP post-award contract oversight, Government Owned (GO), and the responsibility to complete evaluation of utility systems to be scheduled for UP decision in FY 22- 25.

The UP PAM program consists of on-site support to provide essential UP program management support. The LOE support is for Program Management at IMCOM, supporting initiatives identified as part of the Utilities Operational Planning Team (OPT) Utilities Program Review (UPR) effort, and providing quality assurance for requirements specified in the OSD UP Guidance (7-Feb-19) and corresponding ASA-IEE UP Guidance (14-Dec-20).

B2.1.1 Program Management: Contractor shall provide on-site support to IMCOM for the development and execution of guidance to implement policy to support UP decision analysis, and support integration with other Army programs that interface the utility programs, such as the Residential Communities Initiative (RCI), Advanced Metering Initiative (AMI), Privatized Army Lodging (PAL), and various elements of the Energy and Water Programs.

UP PM includes supporting the OSD UP Working Group to meet program monitoring requirements related to energy resilience, utility performance metrics, and cybersecurity compliance. Support includes management reporting, interface with other HQDA offices such as the G-9, ASA-IEE, ASA-CE, ABO, G-8, and Other Government Contractors (OGC) as necessary to administer the PAM program in conjunction with the IMCOM UP Program Manager staff.

B2.1.1.1 PAM: Contractor shall develop a Utilities Portfolio Database that incorporates all the pertinent policy, guidance, instructions, legal documents, administrative elements, and associated tools to effectively manage the AUP. The PAM shall address all utility services to each installation and shall also include the strategy and approach to address UP and Government Owned IMCOM installations within the continental US (CONUS) and Outside the Continental US. PAM shall incorporate data reporting from Installation Status Report (ISR) and Builder to ensure lines of efforts are reporting accurately in IMCOM’s System Condition between databases. The PAM guidance development shall identify roles and responsibilities of the Installations and IMCOM Team.

B2.1.1.2 Analysis of Alternatives (AOA): Contractor shall conduct Analyses of Alternatives (AOA) to provide reliable, efficient, and resilient utilities owned by the Government, and utility systems covered by expiring UP contracts. Per the OSD UP Guidance, the AOA is to address options for upgrading and sustaining infrastructure, and alternatives to provide operations and maintenance to include Repair and Replacement. Various contracting vehicles for infrastructure upgrade are to be considered in the analysis, including Energy Savings Performance Contracting (ESPC), Utility Energy Service Contracting (UESC), Power Purchase Agreement (PPA), Enhanced Use Lease (EUL), Inter-Governmental Support Agreement (IGSA), Repair & Maintenance (R&M) and UP. Options for Operations & Maintenance (O&M) include IGSA(s) with local Governments, Base Operations Service (BOS) contracts, and UP. Analyses include the identification of viable alternatives, development of the viable alternatives to enable comparison, and a Business Case Analysis (BCA) that identifies the “preferred alternative” for further consideration. Analysis also includes the evaluation of IGSA Concept Packages to validate recommendations, and incorporation of IGSA decisions into the BCA. The proposed workload is to conduct a minimum of six (6) AOA efforts per year starting with the Base Period, and extending through the life of the contract.

B2.1.1.3 Preliminary Business Case Analysis (BCA): Based upon the outcome of the AOA, the Contractor shall prepare a preliminary Business Case Analysis (BCA) of the leading alternatives for the Government to determine the preferred course of action (COA) for the utility system under study. The BCA shall be conducted in accordance with OSD and Army Guidance and shall address the life-cycle cost analysis of the preferred alternatives. The BCA process culminates with a Decision Briefing to select the COA for each case. Utility systems selected to undergo the UP process will be referred to the Utilities Privatization Review Board (UPRB) for prioritization.

B2.1.1.4 Utilities Reimbursement Analysis: Contractor shall conduct analyses of Utility Sales Reimbursement Rate for non-Army entities within the IMCOM enterprise. Analysis shall require contractor to interact with Installations to obtain Municipal Service Agreements (MSA) and interpretation of AR420-41 Acquisition and Sales of Utilities Services. Analysis shall identify the financial impact to the Installation’s budgets in previous years and recommend COAs for calculating Reimbursement rates.

B2.1.2 Government Owned Utilities Program Management: Contractor shall support IMCOM management of the GO utilities within the IMCOM Enterprise. Contractor shall develop a visibility of IMCOM’s Enterprise GO Utilities Installation Status Report - Infrastructure (ISR-)I rating and cost. Contractor shall develop an IMCOM process to analyze Installation’s 10yr Utility and Sustainment Investment from Annual Work Plan to ensure correlation with ISR-I rating and cost. Contractor shall also extract Installation’s Facility Investment Plan (FIP) and Military Construction (MILCON) Projects to ensure Installation’s 10yr plan is updated as required. Contractor to analyze provided System Condition Assessments to correlate with ISR-I, 10Yr Utilities plan, Sustainment Investment, MILCON and FIP. Develop an annual IMCOM enterprise budget recommendation for investments through various contracting vehicle and programs for infrastructure maintenance, operation, repair and replacement.

B2.1.3 Utility Privatization Program Management: Contractor shall perform review and analysis of Post- Conveyance Reviews (PCR) submitted to IMCOM. Contractor shall develop a process to review and maintain IMCOM’s 5yr Capital Investment Plan (CIP) for IMCOM’s leadership visibility and decision. Contractor shall review and maintain submitted 5yr Repair & Replace (R&R) plan from System Owners for IMCOM’s leadership visibility and decision. Contractor shall analyze Installation’s submitted and approved 5yr CIP and Repair and Replacement (R&R) plan to develop a recommend prioritization for funding and identify associated risk to unfunded projects across the Enterprise. Contractor shall provide a cost analysis for IMCOM’s 10yr Utilities Privatization funding portfolio to identifying O&M, R&R, Connections, CIPs, Economical Price Adjustment (EPA), and Request for Equable Adjustment (REA) and Installation’s utility infrastructure growth as required. Contractor shall analyze submitted SCA’s from System Owners to correlate with approved Installation 5yr CIP and R&R plans. Contractor shall determine status of IMCOM’s stranded and orphaned assets across the enterprise for visibility to IMCOM leadership.

B2.1.4 Post-Award Program Quality Assurance: Contractor shall support the QA of the UP post-award programs at the LHC(s), including periodic assessments of the Post-Conveyance Reviews (PCR), Cost Control Reports (CCRs), and other UP performance data. The proposed workload is to conduct twelve (12) PCR Systems of efforts per contract year starting in the Base Period.

B2.2 Optional Utilities Program System Inventory and Condition Assessment

B2.2.1 System Inventory and Condition Assessment (SI&CA): Contactor shall perform a SI&CA of GO utility systems to establish the baseline for further analysis of an Installation designated by IMCOM HQ. Evaluation will include the evaluation of privatized systems may also be necessary to inform the Army’s decision process for expiring contracts.