RFP_Amendment_24-R-00290001.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

a. To correct the INSTRUCTIONS TO OFFERORS Tab 1.

1. CONTRACT ID CODE PAGE OF PAGES

J 1 8

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

16C. DATE SIGNED

BY 22-Mar-2024

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 W912DY24R0029

X 9B. DATED (SEE ITEM 11)

18-Mar-2024

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.

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

6. ISSUED BY

3. EFFECTIVE DATE

22-Mar-2024

CODE

US ARMY ENGINEERING & SUPPORT CENTER

300 SECURE GATEWAY

REDSTONE ARSENAL AL 35808

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

4. REQUISITION/PURCHASE REQ. NO.

CODE

See Item 6

FACILITY CODECODE

EMAIL:TEL:

W912DY24R0029

SECTION SF 30 BLOCK 14 CONTINUATION PAGE

SUMMARY OF CHANGES

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO BIDDERS

The following have been modified:

INSTRUCTIONS TO OFFERORS

a. Each Offeror may submit only one proposal. The proposal should clearly demonstrate the Offeror’s understanding of the requirements. Offerors should prepare proposals on the presumption that the Government has no previous knowledge of the Offeror’s capabilities. With the exception of the Past Performance evaluations, proposals will be evaluated only on the information specifically presented in respective submittals.

b. See FAR 52.215-1 for rules concerning submission of offers and late proposals. Proposals will not be returned (except for proposals that are withdrawn by Offerors in a timely manner), but will be retained by the Government for official record purposes.

c. All proposals shall be delivered by email Ms. Kara Malto and Mr. Patrick Fields via email at:

kara.l.malto@usace.army.mil and patrick.d.fields@usace.army.mil. See FAR 52.215-1(c)(3) for submission of electronic proposals.

The Offeror should include the following in the email Subject line for its proposal:

*Source Selection Information IAW FAR 3.104 – 99th USARRD*

d. Proposals must set forth full, accurate, and complete information as required by this solicitation (including attachments). The penalty for making false statements in proposals is prescribed in 18 U.S.C. §1001.

e. Offerors should submit their best proposal as the Government intends to make a selection without discussions (except clarifications, as described in FAR 15.306(a)). The Government reserves the right to conduct discussions if deemed necessary.

f. Proposal Format, Tabs, and Volumes

Proposals shall be delivered in word searchable Portable Document Format (PDF). For the identified ECMs, the proposal must address the following evaluation factors:

Factor I: Technical Approach Factor II: Previous Experience/Past Performance (a combined factor) Factor III: Management Approach Factor IV: Financial Capability Factor V: Overhead/Fee (Mark-up) and Price Factor VI: Small Business Participation

A proposal shall consist of eight (8) tabs, as shown in the table below. A proposal having eight (8) tabs is required for the Offeror to deliver a complete proposal that addresses all six (6) evaluation factors. Tab 6 shall be completely separate from other tabs in order to facilitate the Government’s separate evaluation of Price and Non-Price factors.

Required Tabs:

Description Associated Factor Effect on Page Limit

Tab 1: Technical Approach Factor I Included

Tab 2: Previous Experience Factor II Included

Tab 3: Past Performance Factor II Not included

Tab 4: Management Approach Factor III Included

Tab 5: Financial Capability Factor IV Included

Tab 6: Overhead/Fee (Mark-up) and Price Factor V Not included

Tab 7: Small Business Participation Factor VI Not included

Tab 8: Letter(s) of Commitment Multiple factors Not included

Additional Pages:

The additional pages shown in the table below are Optional. These pages can help an Offeror to deliver an organized proposal, and they do not count toward the total page limitation. When used, these pages shall be the first sequential pages of any tab, and they shall not be found elsewhere within any tab.

Description Associated Factor Effect on Page Limit

Cover Page N/A Included - 1 page maximum

Table of Contents N/A Included - 2 page maximum

List of Acronyms N/A Included - 2 page maximum

g. Proposal Requirements and Limitations

Total page limit is 25 pages.

Font for all narratives must be Arial 12 point font.

Tables, charts, diagrams and graphics must be Arial 10 point font or greater.

Page margins shall be 1" on sides, 0.8" on top and bottom.

Each page must be numbered and each chart, diagram or graphic must be labeled.

Page size spreadsheets, table, charts, etc. may be 11” x 17” but will count as 2 pages, and if double-sided then it will count as 4 pages.

Pages size for pages other than spreadsheets, table, charts, etc. shall be 8.5” x 11”.

If a proposal exceeds the page limit, the pages exceeding the limit will not be considered or evaluated.

Tab 1 - Technical Approach

The Offeror’s proposal shall address a Utility Energy Service Contract (UESC) project at U.S. Army Reserves 99th Readiness Division (99th USARRD) in Boston, MA. While a UESC award can include various Energy Conservation Measures (ECMs) that are based on a Preliminary Assessment and a Feasibility Study, for source selection the Offeror’s proposal shall address the following four (4) ECMs:

Lighting Upgrades and Improvements

Heating, Ventilating, and Air-Conditioning (HVAC)

Solar PV Array/Parking Lot PV carports

Utility Monitoring Control Systems Upgrades

The Offeror should describe its best technical approach to accomplishing the work necessary to implement the ECMs.

The Offeror’s technical approach should demonstrate a thorough and complete understanding of the work, and should cover every aspect of the work the Offeror will execute (including safety measures). The Offeror should explain the technical approach it is proposing to perform for each of the ECMs identified in the PWS. The Offeror should describe how it would identify and provide applicable design and construction deliverables required by the facility owner in order to complete a Risk Management Framework (RMF) package. The Offeror must propose the use of proven technologies. The Offeror may be innovative in its approach to delivery, quality, and results. The Offeror may propose innovative technical solutions that can result in a benefit to the stakeholders. The Offeror should describe assumptions that can impact its proposed technical approach, and any strategies that may streamline the implementation of proposed ECMs.

Tab 2 - Previous Experience

The Previous Experience of the Offeror’s Subcontractor(s)/Teaming member(s) will be evaluated only if Section J, RFP Attachment 5 - Letter of Commitment from Key Subcontractor/Teaming Member is included in the Offeror’s proposal.

Offeror should provide a list of no more than five (5) projects for which construction has been completed during the last five (5) years similar in nature to the ECMs identified in this RFP, which includes the following information:

1. Project Title

2. Owner

3. Occupant(s)/Tenant(s)

4. Location

5. Contact name, phone number(s), email address(es)

6. Brief Description that establishes fundamental similarity

7. Size (e.g. thermal load, tons or MBTU, MW, other)

8. Special Characteristics such as size, complexity, and distinctive or unique features.

9. Construction Type (e.g., design-build, design-bid-build)

10. Contract Type (e.g., firm fixed price, time and materials)

11. Date of Award

12. Cost at Award / Construction value of project

13. Date of Substantial Completion

14. Cost at Completion

15. Scheduled Completion Time (days)

16. Actual Completion Time (days)

17. Number of Change Orders

18. Classification (reason) of Change Orders

19. Estimated annual energy and cost savings at Award and at Completion

20. Actual annual energy and cost savings for Years 1-5 (following project acceptance)

21. Contractor Responsibilities (Scope of Work) and whether the Offeror was the Prime contractor or a Subcontractor.

22. Percentage of the project’s value the Offeror completed as either a Prime or Subcontractor

23. Offeror’s roles/duties in execution of the work (i.e. the major components of the project which were completed by the prime's staff, and which major components which were subcontracted, to include, but not necessarily be limited to: Audit, Feasibility Study, Design, Dismantling, Implementation, Operations and Maintenance (O&M), and Measurement and Verification (M&V).

24. Describe major unexpected issue(s) encountered and mitigation measures taken.

Projects that contain any or all of the following special characteristics should be described: (1) heightened security; (2) phased construction; (3) campus setting with 24/7 operation; and (4) Federal Government as the owner.

Tab 3 - Past Performance

The Past Performance of the Offeror’s Subcontractor(s)/Teaming member(s) will be evaluated only if Section J, RFP

Attachment 5 - Letter of Commitment from Key Subcontractor/Teaming Member is included in the Offeror’s proposal.

Also, Offerors may include performance recognition documents received within the last five (5) years such as award fee determinations, awards for Small Business usage, and any other forms of performance recognition.

In addition to the above, the Government may review any other sources of information for evaluating past performance.

Other sources may include, but are not limited to, past performance information retrieved through the Past Performance Information Retrieval System (PPIRS), including Contractor Performance Assessment Reporting System (CPARS), using all CAGE/DUNS numbers of team members identified in the Offeror’s proposal, Federal Awardee Performance and Integrity Information System (FAPIIS), Electronic Subcontract Reporting System (eSRS), Suppliers Performance Risk System (SPRS), and any other known sources not provided by the Offeror.

While the Government may elect to consider data from other sources, the burden of providing detailed, current, accurate and complete past performance information rests with the Offeror.

Tab 4 - Management Approach

The Offeror shall:

Include the qualifications required of the Key Personnel proposed by the Offeror, such as education, professional experience, licenses/certifications, accomplishments and relevant experience to execute the contract requirements. The Offeror should submit information for the following positions:

Project Developer

Project Manager

Site Superintendent

Lead Mechanical Engineer

Lead Electrical Engineer

Site Safety and Health Officer

Quality Control Manager

If the Offeror provides a person or persons with a professional registration such as (Registered Architect (RA), Professional Engineer (PE)), the Offeror shall include the active registration number and the state where the professional registration was obtained. If the Offeror provides a Certified Energy manager (CEM), the Offeror should include the certification number. The PE and CEM registrations and certifications may be verified during the proposal evaluation. It is the responsibility of the Offeror to ensure all registrations and certifications applicable to the proposed Key Personnel positions are active and can be easily verified with the specific name of the personnel listed in the proposal.

The Offeror shall:

Provide a proposed schedule, in any format, for the specified location. The schedule should identify the anticipated work activities and their durations through the end of the implementation period, and identify problem mitigation strategies for items such as mobilization and long lead items. The schedule should be realistic for the work to be performed, and explain any time-saving strategies that may be employed by the Offeror. The schedule should encompass the period of Notice to Proceed (NTP) to Preliminary Assessment through project implementation (construction) and project acceptance.

The Offeror should delineate between work that will be self-performed and that which will be subcontractor performed.

The Offeror should describe how contract performance risk can be mitigated or managed and should include management of risk based on teaming/subcontracting arrangements.

The Offeror should also discuss:

Any expected issue(s) and a proposed resolution of the issue(s) of implementing the PWS at the installation.

Strategies to prevent UESC activities from impacting daily operational activities at the Installation.

Description of the Offeror's plan for interaction/agreement with the installation maintenance personnel and the Offeror’s ability to respond to service calls and maintain ECM performance during the performance period.

It is the Offeror's responsibility to ensure that its proposal is specific to the work site described in the RFP.

Tab 5 - Financial Capability

The Offeror should demonstrate the ability to acquire third party financing or to self-finance projects of similar dollar value. Acceptable evidence of financing ability includes but is not limited to:

Evidence (narrative format) that the Offeror has self-financed or third-party financed recent projects of similar dollar value.

A letter of interest from a financial institution/lender.

The Offeror should describe any/all legal or administrative proceedings currently pending or concluded, which were conducted against your firm within the past five years that relate to procurement or performance of any public or private contracts. Disclose whether your firm (or its predecessors, if any) has been insolvent or filed for bankruptcy within the past five years.

No more than three (3) financed projects will be evaluated.

Tab 6 - Overhead/Fee (Mark-up) and Price

The Offeror shall propose binding Ceiling Mark-Up Rates for the following four (4) ECMs:

Lighting Upgrades and Improvements

Heating, Ventilating, and Air-Conditioning (HVAC)

Solar PV Array/Parking Lot PV carports

Utility Monitoring Control Systems Upgrades

The Offeror shall also propose a single, binding Overall Ceiling Mark-Up Rate for additional ECMs that are commonly associated with UESC projects.

The Offeror shall not exceed the proposed binding ceiling mark-up rates for any additional ECMs that are awarded, but Offerors may propose lower Mark-Up rates for award, based on the complexity and risk of the particular ECM. Mark-up rates will be negotiated for each project based on the factors that affect the complexity and risk of the project.

The Offeror should provide the components of its Overhead/Fee (Mark-up) for each ECM and its Basis of Estimate (BOE).

Offeror shall show its profit percentage.

The Offeror shall provide Unburdened Hourly Labor Rates for the Labor Categories shown in Table:

Labor Categories and Rates. The Offeror shall provide pricing for calendar years (CY) 2024, 2025, and 2026 due to uncertainty of the year in which an award can be made, based on the project development phase (Preliminary Assessment and Feasibility Study) lasting up to 15 months or longer.

The Offeror’s proposed labor rates will be binding for the years shown, and they may not be exceeded for those same years in an award.

Table: Labor Categories and Rates

Labor Category

Unburdened Hourly Rate CY 2024

Unburdened Hourly Rate CY 2025

Unburdened Hourly Rate CY 2026

Project Developer

Project Manager

Site Superintendent

Lead Mechanical Engineer

Lead Electrical Engineer

Site Safety and Health Officer

Quality Control Manager

In addition to the above, the Government may review Suppliers Performance Risk System (SPRS) and any other known sources not provided by the Offeror.

Tab 7 - Small Business Participation

The Offeror shall return Section J, RFP Attachment 8 - Small Business Participation Plan, filled in as completely as possible, to describe its intended Small Business Participation.

Tab 8 - Letter(s) of Commitment

The Offeror shall show key subcontractors or teaming members using the format of Section J, RFP Attachment 5 - Letter of Commitment from Key Subcontractor/Teaming Member, signed by the Subcontractor/ Teaming member, if offering for Government evaluation, a Subcontractor/Teaming member’s Technical Approach, Previous Experience or Past Performance, or for the Offeror’s SBPP. The teaming partner’s CAGE code and DUNS number must be included.

Any changes to a submitted Subcontractor/Teaming member Letters of Commitment must be approved by the Contracting Officer prior to execution, before or after selection.

Confidential Information

The Freedom of Information Act (FOIA) and its amendments have resulted in an increasing number of requests from outside the Government for copies of contractor qualifications and proposals submitted to federal agencies. If an Offeror’s proposal submissions contains information that the Offeror believes should be withheld from such requestors under FOIA on the grounds that the proposal may contain “trade secrets and commercial or financial information” [5 U.S.C. § 552(b)(4)], the Offeror should mark its proposal submissions in the following manner:

The following notice should be placed on the title page: “Some parts of this document, as identified on individual pages, are considered by the submitter to be privileged or confidential trade secrets or commercial or financial information not subject to mandatory disclosure under the Freedom of Information Act. Material considered privileged or confidential on such grounds is contained on page(s) _______”

Each individual item considered privileged or confidential under FOIA should be marked with the following notice: “The data or information is considered confidential or privileged, and is not subject to mandatory disclosure under the Freedom of Information Act.”

(End of Summary of Changes)