Amendment 2 - W912DY22R0024 UP Tech Svs_6May22.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

Section M Revision

1. CONTRACT ID CODE PAGE OF PAGES

J 1 31

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 is extended, X 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 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.

U0002

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

6. ISSUED BY

3. EFFECTIVE DATE

06-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 required response date/time has changed from 12-May-2022 04:00 PM to 16-May-2022 01:00 PM.

SECTION C - DESCRIPTIONS AND SPECIFICATIONS

The following have been added by full text:

PWS, REVISION 2, DTD 6 MAY 22

PERFORMANCE WORK STATEMENT

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

6 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. The System Inventory (SI) is conducted concurrently with the Condition Assessment (CA) to provide detailed information on condition 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 GO utility systems that are scheduled for the SI&CA process in the next ten (10) years, or an average of six (6) systems pre year. A list of the systems is provided at APPENDIX B; prioritization of systems to undergo assessment is determined by IMCOM on an annual basis for small, medium and large Installations.

B2.3 Optional Utilities Program Procurement (Pre-Award) Support

B2.3.1 Utility Privatization Procurement (Pre-Award) Actions:

Contractor shall develop, for two (2) new UP contracts, UP RFP Section J Attachments that include the SI&CA data, operational requirements, and capital upgrade project descriptions (referred to as Initial System Deficiency Corrections (ISDC) projects). The development process will be coordinated with Installation designated by IMCOM Leadership for UP. 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 ISDC projects).

• UP RFP Requirements – Contractor shall prepare the RFP information for the Contracting Office; including, but not limited to, the following:

o Operational Requirements – response times, performance metrics o System Inventory – asset description by age, material and condition o Draft Government Cost Estimate (GCE) – life-cycle cost estimate for O&M, R&R, and CIP

• UP Contract Proposal Evaluation – Contractor shall support the Price evaluation process for the Source Selection Evaluation Team (SSET); including the analysis of the UP proposals, preparation of Price Analysis Reports (PARs) IAW DLA-Energy directions and prepare briefing materials as necessary for the Source Selection Authority (SSA), UP Review Board (UPRB), and UPRB members as required. Price analysis support includes participation in Risk Assessment meetings, negotiation strategy sessions, and other meetings as required.

• UP Certified Economic Analysis (CEA) – Contractor shall prepare the draft CEA. Once the SSA has selected the winning Offeror, the CEA shall be developed IAW current guidelines comparing the selected Offeror against the GSCE. Contractor shall support the CEA review and produce a final version once comments are incorporated from the LHC, OGC, ASA-IEE and ASA-CE.

• UP Business Case Analysis (BCA) – Contractor shall develop the draft BCA IAW OSD UP Guidance (7- Feb-19); the BCA shall include a Risk Assessment associated with UP decision and compare the proposed action against other alternatives evaluated in the AOA Report. The draft BCA shall be reviewed by the LHC, HQDA, AMC, and DLA-Energy before it is forwarded to OSD for approval. Contractor shall incorporate comments as directed and produce the final version for OSD review.

B3.0 DELIVERABLES

B3.1 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’s Representative (COR), to include the following (as required):

3.1.1 PAM Handbook

• Outline

• Draft Handbook

• Final Handbook\

• Microsoft Access Database

3.1.2 System Inventory & Condition Assessments

• Trip Report

• Draft SI&CA Report

• Final SI&CA Report

3.1.3 Analysis of Alternatives (AOA)

• Draft AOA

• Final AOA

• Decision Briefing

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

B3.2 Program Management Reporting – Deliverables in support of Utilities Program Management (PM) Support at IMCOM G 4 shall include documentation of meetings, seminars, briefings, data requests and results, and other documents associated with the administration of the Program.

B3.2.1 G-9 G-4 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

B3.2.2 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

B3.2.3 DoD UP Annual Conference and Workshop

• Agenda Development Support

• Workshop Presentation materials

• Attendance and Participation

• After-Action Report summary of proceedings

B3.3 Monthly Progress Reporting – A Monthly Progress Report including a tracking log of the total number of labor hours expended per labor category for the reporting month shall be submitted to the CUP Project Manager and Contracting Officer's Representative (COR) no later than the 10th calendar day of the month for the preceding performance month.

B4.0 PERIOD OF PERFORMANCE SCHEDULE

The total Period of Performance for this scope is a 12-month base period, followed by a 12-month Option Period. The base period begins on date of award.

B5.0 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 2.0. The Contractor will be required to travel to relevant installations to support GO

SI&CA and AOA efforts, UP pre-award and transition, and PCR/CCR oversight efforts. The 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 and will be reimbursed at cost in accordance with Joint Travel Regulations upon presentation to the COR of invoices with accompanying traveler receipts.

B6.0 DISTRIBUTION

All electronic deliverables shall be sent via email to:

stephen.m.tallman.civ@army.mil ryan.c.hernandez.civ@army.mil

B7.0 PAYMENTS

The Government will make progress payments no more frequently than monthly for a large business, and every two

(2) weeks for a small business, as work progresses under the contract. Payments shall be made against approved progress reports submitted by the Contractor and attached to the invoices. The Contractor shall provide data in support of billings which are subject to acceptance by the Contracting Officer or Contracting Officer's Representative.

B8.0 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.

APPENDIX A: Security Requirements

U.S. Army HQDA G-9 and G-4 IMCOM

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 VERIFICATION (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 HQDA DCS G-9.

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, years, all Contractor employees may 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 stationery 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 DCS G-9 Security of the loss or damage and request re-issue of the credential.

1.5.2. All 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 DCS G-9 Security Office.

1.6 IDENTIFICATION OF CONTRACTOR EMPLOYEES. All Contractor personnel attending meetings, answering Government telephones and working…