M&V_PWS.pdf

Request for Information (RFI)

W912DY-17-S-MNV1

PERFORMANCE WORK STATEMENT

SECTION C: PERFORMANCE WORK STATEMENT

ESPC

MEASURE AND VERIFICATION (M&V) REQUIREMENTS

OBJECTIVE

1.1 Description of Services/Introduction/References: The objective of this effort is to provide the US Army Corps of Engineers (USACE) - Huntsville Center (HNC) with technical and management support for the Measurement and Verification (M&V) process to assure that implemented projects are generating the projected energy savings and meeting M&V requirements. This support is primarily for the Energy Savings Performance Contract (ESPC) program, but can be utilized to support other programs that require M&V.

An ESPC is a contracting method in which an Energy Services Contractor (ESCO) provides and arranges financing and implementation of energy improvements and is repaid over the contract term from the cost savings generated by the improvements. One critical aspect of an ESPC is the M&V of baseline consumption, post-installation consumption, and follow-on annual savings of energy and water. This M&V data proves the level of success of each Energy Conservation Measure (ECM) applied in the ESPC. The Federal Energy Management Program (FEMP) document entitled M&V Guidelines provides approaches and methods for measuring and verifying energy, water, and cost savings associated with federal ESPCs.

This Contractor shall work in the role as a technical support provider to HNC’s ESPC program, as directed by HNC’s Project Manager (PM), in support of the 120 current ESPCs managed by HNC. Currently, there are 65 projects operating in various years of the M&V process. HNC is managing 35 projects that are in the construction phase. HNC’s ESPC program is currently working 20 contracts in the pre-award phase. The contractor may be requested to participate in any of these 120 contracts to provide technical support as related to M&V oversight and confirmation that ECMs are correctly installed, operating, and generating the savings guaranteed by the

ESCO.

REFERENCES.

Note: It is the contractor’s responsibility to adhere to the references and verify any and all updates

1. Department of the Army Policy Guidance for Implementation of an Energy Savings Performance Contract, Department of the Army, July 2015 or latest approved version.

2. M&V Guidelines: Measurement and Verification for Performance-Based Contracts, Version 4.0, U.S. Department of Energy DOE, Federal Energy Management Program (FEMP), November 2015, or latest approved version

3. Guide to Government Witnessing & Review of Post-Installation & Annual M&V Activities, Feb 07, or latest approved version.

Scope: To assist HNC in its efforts to confirm that M&V of energy, water, and cost savings reported by an ESCO are accurately determined and developed in accordance with their contract. The contractor shall be required to travel to various sites where ESPCs are in place to be HNC’s witness to observe several different activities, including but not limited to, M&V Activities, Post-Installation performance verification, baseline energy use, etc.

The M&V contract will require the Contractor to have the capability to respond to multiple requests for work at diverse locations. These locations are throughout the Continental United States (CONUS), to include the Alaska, Hawaii, other U.S. Territories and possessions, and outside the Continental United States (OCONUS) including the anticipated foreign locations of Germany, Italy, Japan, and South Korea. The Contractor shall perform all work in accordance with this PWS.

Provide the Following Technical Support for Measurement and Verification Activities-as Directed by HNC’s Project Manager (PM):

1. Review documents such as M&V Plans and Annual M&V Reports

• Perform analysis to verify accuracy of data submittals.

• Confirm that reports submitted by the ESCO are structured in accordance with FEMP M&V

Guidelines, version 4.0.

• Participate in comment resolution conference calls with the ESCO and site personnel.

2. Support development of M&V Plans and Baseline data collection with the installation and ESCO.

• Verify that the Baseline conditions are accurately defined and Baseline data is accurately reported.

• Confirm that the ESCO has properly documented all deviations from the M&V Plan while

Baseline data is collected.

3. Perform site visits to document energy savings at the installation with the customer and ESCO.

• Verify the proper equipment/systems were installed and are performing to specification.

• Verify the equipment/systems continue to have the potential to achieve the predicted savings.

• Perform project energy analysis, customer interviews, and evaluations during site visits to ensure that predictions of reduced energy and water consumption occur, and that cases where they do not occur, are documented in the ESCO’s report.

• Up to two one week trips per month will be required to the various installations utilizing energy contracts to conserve energy.

4. Perform other duties as required to support the betterment of the ESPC program such as:

• Prepare Program Management Report

• Document Lessons Learned

• Develop Annual Recap Report

5. Review/analyze projects to resolve issues that may impact M&V savings or indicate the need for adjustment Provide recommendations for corrective action and improvements.

6. Participate in bi-weekly conference calls and annual face-to-face meeting in Huntsville.

The Contractor must show:

Demonstrated effective team composition with the following minimum skill sets:

• Project Manager capable of interfacing directly with the Energy Division.

• Team Lead experienced at developing test procedures and energy modeling.

• Team Members with working knowledge of measurement instrumentation.

• Reach back support that includes licensed professional engineers.

• Capability to review technical documents and report the validity of assumptions and conclusions.

• Effective oral and written communication skills.

• Work independently and proactively to achieve complex technical solutions.

• Work in a team environment to develop and support technical opinions.

• Proficient with Microsoft Programs such as Word, Excel, Access, Microsoft Project, and Power Point.

Qualification Requirements for Designated Individual(s):

The specific qualifications for the Contractor’s Staff are described below based on the following areas of responsibility:

A. Coordinate oversight of M&V activities, review results, and report findings as directed by the HNC PM.

B. Perform the following M&V activities as directed by the PM: Inspections, Measurement, Monitoring and

Performance Testing

The M&V Contractor’s Project Manager shall be responsible for coordinating the oversight of M&V activities, reviewing results of M&V verification, and reporting his Team’s findings as directed by HNC’s PM. The M&V Contractor’s Project Manager shall have, at a minimum, the following qualifications:

1. A four-year engineering degree (preferably in mechanical or electrical engineering) and 10 years of experience or Professional Engineer registration.

2. Certification as a Commissioning Authority (CxA) and one of the following certifications CEM, CEA, CMVP or CBCP.

3. A minimum of 5 years of experience in the analysis, design, commissioning or measurement and verification of energy efficiency projects.

4. Experience with the broad range of technologies implemented in ESPC projects.

5. Experience in commissioning, re-commissioning, and retro- commissioning

6. Overall familiarity with an ESPC including, how projects are identified, baselined, developed, constructed, measured, verified, and paid for.

7. Familiar with multiple manufacturer’s Direct Digital Controls (DDC) systems and components.

8. Ability to prepare and present formal multimedia presentations.

9. Familiar with the safety training requirements and site specific safety requirements for activities to be conducted.

10. Cognizant of the Army and the FEMP M&V guidances and policies.

11. Must have, or have the ability to obtain, a Common Access Card.

The M&V Contractor’s Team Lead shall be responsible for M&V activities as coordinated by the M&V Contractor’s PM: On-Site Inspections, Measurement, Monitoring, and Performance Testing at the locations directed by HNC’s PM. The M&V Contractor shall provide two (2) people that meet the Team Lead qualifications to support on-site activities and office review effort simultaneously. Team Leads shall have, at a minimum, the following qualifications:

1. A four-year engineering degree (preferably in mechanical or electrical engineering) and 5 years of experience or Professional Engineer registration.

2. Certification as a Commissioning Authority (CxA) or equivalent.

3. A minimum of 2 years of experience in one of the following: operation and maintenance of building systems, engineering design of building systems, M&V of system performance, writing test plans and test procedures.

4. Experience in commissioning, re-commissioning, and retro- commissioning

5. Experience in developing, reviewing, conducting, and supporting M&V plans and all associated activities.

6. Experience with Heating, Ventilation, and Air-Conditioning (HVAC) systems, steam and hot water boilers, chillers, and other energy intensive systems and equipment

7. Familiar with multiple manufacturer’s Direct Digital Controls (DDC) systems and components.

8. Capable of downloading, sorting, and evaluating trend data that represents operation mechanical systems.

9. Familiar with the scope of typical ECMs used on an ESPC.

10. Familiar with the specific equipment and systems to be reviewed and inspected.

11. Cognizant of the Army and the FEMP M&V guidances and policies.

12. Ability to prepare and present formal multimedia presentations.

13. Must have, or have the ability to obtain, a Common Access Card.

14. Working knowledge of the instrumentation to be used.

15. Understanding of the measurement, monitoring, and performance tests to be performed based on the

M&V Plan.

16. Has received all necessary safety training required to complete measurement, monitoring, and/or performance test activities.

The M&V Contractor’s Team Members shall support the Team Lead with M&V activities such as on-Site Inspections, Measurement, Monitoring, and Performance Testing at the locations directed by HNC’s PM. The M&V Contractor’s Team members shall have, at a minimum, the following qualifications:

1. Team Members shall have the following minimum levels of education:

a. A four-year engineering degree (preferably in mechanical or electrical engineering) with a minimum of 1 year of experience in energy management.

b. An Environmental Science, business or related degree with a minimum of 5 years’ experience in energy management.

c. A two-year technical degree with a minimum of 8 years’ experience in energy management.

d. Non-degreed with a minimum of 10 years’ experience in energy management.

2. A minimum of 2 years of experience in the operation, maintenance, M&V, engineering of equipment and/or systems with focus on assuring proper operation and efficiency of equipment.

3. Familiar with the scope of the specific ECMs to be inspected.

4. Familiar with the specific equipment and systems to be inspected.

5. Must have, or have the ability to obtain, a Common Access Card.

6. Working knowledge of the instrumentation used to measure physical parameters that indicate energy consumption.

7. Experience with Heating, Ventilation, and Air-Conditioning (HVAC) systems, steam and hot water boilers, chillers, air handlers and other energy intensive systems and equipment

8. Understanding of the equipment used for measurement, monitoring, and performance tests that verify proper operation HVAC systems.

9. Experience in reviewing, conducting, and performing test procedures for measurement and verification of proper operation of HVAC equipment.

10. Has received all necessary safety training required to complete measurement, monitoring, and/or performance test activities.

1.2 Period of Performance: The period of performance shall be for one (1) base year of 12 months and three (3) 12- month option years, if exercised.

1.3 General Information:

1.3.1 Quality Control: The Contractor shall develop and maintain an effective quality control plan (QCP) to ensure services identified in this PWS and subsequent task orders are performed in accordance with this PWS. The Contractor’s QCP is the means by which he assures himself that his work complies with the requirement of the contract. As a minimum, the Contractor shall develop procedures that address the areas identified in Technical Exhibit 1, “Performance Requirements Summary” (PRS). The Contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. After acceptance of the QCP the Contractor shall receive the contracting officer’s written acceptance of any proposed change to the approved QCP. The QCP shall be submitted within 30 calendar days after award.

1.3.2 Quality Assurance (QA). The government will evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan (QASP), and will include an evaluation of the Contractor’s performance. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s). The Government will conduct QA inspections at any time on all phases and types of work performed. If any Government QA review identifies a process/work product failure or identifies noncompliance with safety practices, the Contractor will be issued a Corrective Action Request (CAR). Each CAR will be annotated as a Critical nonconformance, Major nonconformance, or Minor nonconformance. Definitions and required Contractor response times are:

* Critical Nonconformance: A nonconformance that is likely to result in hazardous or unsafe conditions for individuals using, maintaining, or depending upon the supplies or services, or is likely to prevent performance of a vital agency mission. Contractor is provided 24 hours (one business day) to provide written response to the CAR.

* Major Nonconformance: A nonconformance, other than critical, that is likely to result in failure of the supplies or services, or to materially reduce the usability of the supplies or services for their intended purpose. Contractor is provided 72 hours (three business days) to provide written response to the CAR.

* Minor Nonconformance: A nonconformance that is not likely to materially reduce the usability of the supplies or services for their intended purpose, or is a departure from established standards having little bearing on the effective use or operation of the supplies or services. Contractor is provided up to 15 business days to provide written response to the CAR.

1.3.3 Government Remedies: The contracting officer shall follow FAR 52.212-4, “Contract Terms and Conditions- Commercial Items” or 52.246-4, “Inspection of Services-Fixed Price” for Contractor’s failure to perform satisfactory services or failure to correct non-conforming services.

1.3.4 Recognized Holidays: Unless specified in the individual task orders, Contractor will not be required to work on the following Government recognized Holidays.

• New Year’s Day Labor Day

• Martin Luther King Jr.’s Birthday

• Columbus Day

• President’s Day

• Veteran’s Day

• Memorial Day

• Thanksgiving Day

• Independence Day

• Christmas Day

1.3.5 Hours of Operation/Place of Performance: The Contractor is responsible for performing the services required under this contract during normal USACE-HNC operational hours (0900-1700 Central Standard Time) at the Contractor’s facility. During travel when conducting on-site M&V activities, Contractor employees will perform during 0900-1700 local time. The Contractor must at all times maintain an adequate work force for the successful performance of all tasks. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the work force are essential.

1.3.6 Security Requirements: This contract will not require the handling and generation of classified information.

a. Physical Security. The Contractor shall be responsible for safeguarding all Government property provided for Contractor use. Additionally, the Contractor shall be responsible for safeguarding all material purchased until such time that it is installed, tested and accepted by the Government.

b. Site Specific Security Requirements. When Contractor personnel are at any Government site, installation or facility, they shall follow all security procedures and processes of the installation as stated and directed by the Government personnel at the site.

c. Information Technology Systems. For task orders requiring access to Information Technology (IT) Systems, but not to classified information, the following requirements apply:

(1) All Contractor employees who are U.S. citizens working under this contract who require access to IT systems (stand-alone computers, network computers/systems, e-mail, etc.) shall, at a minimum, be designated into an IT I, II or III position in accordance with Army Regulation (AR) 25-2, Information Assurance. The investigative requirement for an IT I position is a favorable Single Scope Background Investigation (SSBI); IT II and IT III positions require a favorable National Agency Check with Law and Credit (NACLC).

(2) A Common Access Card (CAC) is also required for access to Government IT systems. Proof of the appropriate investigative requirement/background check will be verified through the Joint Personnel Adjudication System (JPAS) by the Huntsville Center (HNC) security personnel. When proof of a background check cannot be verified, the CEHNC security personnel will obtain the appropriate background check for the Contractor employee.

(3) To obtain or renew a CAC, the following information should be faxed to 256-895-1076, ATTN:

CEHNCSL: Full name, Social Security Number, Date and Place of birth, contract number, and the name of the CEHNC Contracting Officer’s Representative for the contract. Also include the name and phone number of the Contractor agency’s Security Manager.

(4) Non-U.S. Citizens: Foreign nationals who work on a Corps of Engineers’ contract or task order shall be approved by the United States Army Corp of Engineers (USACE), Headquarters (HQ) Foreign Disclosure Officer before beginning work on the contract or task order. This approval requirement also includes Subcontractor employees. The Contractor shall submit to the

Contracting Officer the names of all foreign nationals proposed for performance under this contract or individual task orders, along with documentation to verify that he or she is legally admitted into the United States and has authority to work. This information will be forwarded to the CEHNC Security Officer for approval.

1.3.7 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), which will be appointed prior to contract award, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the contracting officer will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues.

These meetings shall be at no additional cost to the Government.

1.3.8 Contract Manager: The Contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the Contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract.

1.3.9 Identification of Contractor Employees: All contract personnel attending meetings and working in other situations where their Contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by Contractors are suitably marked as Contractor products or that Contractor participation is appropriately disclosed.

1.4 Anti-Terrorism (AT) & Operational Security (OPSEC) Requirements:

1.4.1 AT Level I Training: All Contractor employees, to include subcontractor employees, requiring access to Army installations, facilities and controlled access areas shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. The contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer, if a COR is not assigned, within 5 calendar days after completion of training by all employees and subcontractor personnel. AT Level I Awareness Training is available at the following website: https://atlevel1.dtic.mil/at.

1.4.2 AT Awareness Training for Contractor Personnel Traveling Overseas: All US-based Contractor employees and associated sub‐contractor employees traveling overseas shall complete the area of responsibility (AOR) specific AT awareness training prior to departure as directed by AR 525-13 and the combatant commander with the unit Antiterrorism Officer being the local point of contact.

1.4.3 Access and General Protection/Security Policy and Procedures: All Contractor and associated sub‐ contractor employees shall comply with the applicable installation, command, area, and facility access/security policies and procedures. The policies and procedures will be provided by a government representative. To meet all access requirements, the Contractor shall provide all information required by the installation Provost Marshal Office, Director of Emergency Services or Security Office for background checks. Contractor workforce must comply with all personal identity verification requirements as directed by DOD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any individual facility or installation change, the Government may require changes in contractor security matters or processes.

1.4.4 iWATCH and/or CorpsWatch Training: The Contractor and associated sub‐contractors shall brief all employees on the local iWATCH, Corps Watch, or See Something, Say Something program (training standards provided by the requiring activity Antiterrorism Officer). This locally developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR.

This training shall be completed within 30 calendar days of contract award and within 30 calendar days of new employees commencing performance with the results reported to the COR NLT 5 calendar days after contract award.

1.4.5 OPSEC Standing Operating Procedure/Plan: The Contractor shall develop an OPSEC SOP/Plan within 90 days of contract award. The OPSEC SOP/Plan must be reviewed and approved by the required activity (RA) OPSEC Officer. The SOP/Plan will include the government's critical information, why it needs to be protected, https://atlevel1.dtic.mil/at where it is located, who is responsible for it, and how to protect it. In addition, the contractor shall identify an individual who will be an OPSEC Coordinator.

1.4.6 OPSEC Training: Per AR 530‐1, all new contractor employees will complete Level I OPSEC training within 30 calendar days of their reporting for duty. Additionally, all contractor employees must complete annual OPSEC awareness training.

1.4.7 Performance or Delivery in a Foreign Country: All non‐local contracting personnel will comply with theater clearance requirements and allows the combatant commander to exercise oversight to ensure the contractor’s compliance with combatant commander and subordinate task force commander policies and directives.

1.4.8 Handling or Access to Classified Information: Not required.

1.4.9 Escort requirements for un-cleared Contractors: Not required.

1.4.10 Company Facility Clearances and Individual Clearances: Not required.

1.4.11 E‐Verify Program: The Contractor must pre‐screen candidates using the E‐verify Program (http://www.dhs.gov/E‐Verify) website to meet the established employment eligibility requirements. The Contractor must ensure the candidate has two valid forms of Government-issued identification prior to confirm the correct information is entered into the E‐verify system. An initial list of verified/eligible Candidates must be provided to the COR no later than 3 business days after the initial contract award. When contracts are with individuals, the individuals will be required to complete a Form I‐9, Employment Eligibility Verification, with the designated Government representative. This Form will be provided to the Contracting Officer and shall become part of the official contract file.

1.5 Veterans Employment Emphasis for U.S. Army Corps of Engineers Contracts In addition to complying with the requirements outlined in FAR Part 22.13, FAR Provision 52.222- 38, FAR Clause 52.222-35, FAR Clause 52.222-37, DFARS 222.13 and Department of Labor regulations, U.S. Army Corps of Engineers (USACE) contractors and subcontractors at all tiers are encouraged to promote the training and employment of U.S. veterans while performing under a USACE contract. While no set-aside, evaluation preference, or incentive applies to the solicitation or performance under the resultant contract, USACE contractors are encouraged to seek out highly qualified veterans to perform services under this contract. The following resources are available to assist USACE contractors in their outreach efforts:

Federal Veteran employment information at http://www.fedshirevets.gov/index.aspx

Department of Labor Veterans Employment Assistance http://www.dol.gov/vets/

Department of Veterans Affairs–VOW to Hire Heroes Act http://benefits.va.gov/vow/

Army Wounded Warrior Program – http://wtc.army.mil/modules/employers/index.html

U.S. Chamber of Commerce Foundation–Hiring Our Heroes http://www.hiringourheroes.org/

Guide to Hiring Veterans – Reference Material http://www.whitehouse.gov/sites/default/files/docs/white_house_business_council_- _guide_to_hiring_veterans_0.pdf http://www.dhs.gov/E http://www.dhs.gov/E http://www.fedshirevets.gov/index.aspx http://www.dol.gov/vets/ http://benefits.va.gov/vow/ http://wtc.army.mil/modules/employers/index.html http://www.hiringourheroes.org/ http://www.whitehouse.gov/sites/default/files/docs/white_house_business_council_-