attachment #1 scope of work

(i)

Attachment #1

Scope of Work

RFB and Awarded Contract for

Installation Energy and Water Plan – Fort Iowa

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Table of Contents

1. Introduction ..................................................................................................................................... 1

1.1 Purpose ............................................................................................................................... 1

1.2 Organizations ...................................................................................................................... 1

1.3 Project Goals and Objectives .............................................................................................. 1

1.4 Locations, Sustainability Requirements, and References ................................................... 2

2. Installation Energy and Water Plan Tasks ........................................................................................ 4

2.1 Step 1: Identify Requirements and Step 2: Access Risks and Opportunities (shall be concurrently executed) ....................................................................................................... 5

2.2 On-site Review Board Meeting - Stakeholder Meeting # 2 .............................................. 19

2.3 Step 3: Generating Solutions (reference Guidance Section 3.3) ...................................... 19

2.4 Step 4: Develop Implementation Plan (reference Guidance 3.4) ..................................... 22

3. Milestones...................................................................................................................................... 24

4. General Administration .................................................................................................................. 26

4.1 Lessons Learned Reports .................................................................................................. 26

4.2 Monthly Status Reports .................................................................................................... 26

4.3 Period of Performance ...................................................................................................... 26

4.4 General Information ......................................................................................................... 26

- Acronyms and Abbreviations ................................................................................................ 31

- Preliminary Critical Facilities and Mission List ....................................................................... 32

- Real Property Spreadsheets .................................................................................................. 33

- Site Maps ............................................................................................................................... 34

- Base Bid Assessment Locations ............................................................................................. 35

- Example Generator Scope of Work ....................................................................................... 38

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1. Introduction

An Army Installation Energy and Water Plan (IEWP) provides a roadmap for supporting Army installations in achieving increased security, resilience, readiness, and mission assurance. The goal is for the IEWP to serve as a useful, “living” planning tool to reduce the number of energy and water security and management planning requirements from four to one. The IEWP integrates higher-level strategic guidance, plans, and policies with installation- and facility-level data into a holistic roadmap that enables the installation to work constructively toward enhancing mission readiness through energy and water management and security and resilience.

1.1 Purpose

The purpose of this Scope of Work is to define the services required from a professional firm (CONTRACTOR) to support development of an IEWP under CONTRACT with the State of Iowa Department of Public Defense.

Services to be provided by the CONTRACTOR under this Scope Work (SOW) include: furnishing all materials, supplies, travel, labor and supervision necessary to accomplish the tasks identified herein associated with the preparation of an IEWP for FORT IOWA.

1.2 Organizations

FORT IOWA is responsible for providing services that civilian municipalities are not chartered to provide such as the sustainment, restoration, and modernization of all facilities within the installation borders.

The Construction and Facilities Management Office (CFMO) or the Directorate of Public Works (DPW) under CFMO manages the following installations/facilities within Iowa (Appendix E) and Camp Dodge.

The CFMO or DPW at FORT IOWA is tasked with providing sustainable planning guidance and project execution of energy and water efficiency projects to achieve the Army’s vision for the IEWP guidance. This SOW and CONTRACT will be project managed and administered by Iowa National Guard Energy Manager who will serve as the primary point-of-contact.

1.3 Project Goals and Objectives

Overall IEWP Goal

The Army is improving energy and water security and resilience on the installations through an integrated energy and water planning process that supports installation mission objectives. The Office of the Assistant Chief of Staff for Installation Management (OACSIM) has developed Department of the Army Policy Guidance for IEWPs (“Guidance”). The Guidance outlines standard steps in the planning process, why they are important, and where information may be found to complete each step. The Guidance document explains how multiple policy and regulatory drivers are addressed by preparing the IEWP, describes an integrated energy and water security planning process, outlines the required and recommended content of an effective IEWP, and includes the administrative requirements for the IEWP. The IEWP is driven by Army energy and water security goals outlined in Army Directive 2017-07 (Installation Energy and Water Security Policy) and other Federal, Department of

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Defense (DoD), and Army policies and regulations. Its purpose is to address requirements for energy and water security and resilience, including energy and water efficiency and conservation, renewable energy, alternative water, and alternative fuels policy goals. The IEWP shall be developed in coordination with the energy and water needs outlined in components of the installation’s holistic Master Plan.

Overall IEWP Objectives

The Army installation shall prepare an Installation Energy and Water Plan using the procedures noted below and following all guidelines and requirements laid out in the Department of the Army Guidance for IEWPs. Work shall be accomplished by planners and engineers with experience in Army mission requirements, energy and water supply, distribution, and use planning, system design, master planning, and energy and water efficiency, and will include on-site data collection and workshop-style events that engage the major stakeholders from the installation and higher headquarters. The term CONTRACTOR (Architect and Engineering Services Firm) shall be used throughout this document to describe the CONTRACTOR team that is under contract to develop the IEWP. The CONTRACTOR will work in conjunction as a team with any subcontractors, installation personnel and Government entities.

The work shall comply with Department of the Army Guidance for IEWP, dated 26 July 2018 but shall not contradict Unified Facilities Criteria (UFC) 2-100-01, Installation Master Planning dated 12 May 2012. All work on the IEWP will be coordinated with the Real Property Master Plan and Installation Development Plan with associated Area Development Plans, where available.

IEWPs shall be prepared in accordance with the four step process, as defined by the Department of the Army Guidance for Installation Energy and Water Plans dated 26 July 2018 (hereby referred to as “IEWP Guidance” or “Guidance”).

1.4 Locations, Sustainability Requirements, and References

Locations

This IEWP SOW encompasses all items of work to be accomplished by the CONTRACTOR for the development and preparation of a study and execution plan to achieve IEWP goals at FORT IOWA. All work as defined by this SOW will occur at locations listed previously in Section 1.2.2. Locations will be driven by services Mission essential locations listed in Appendix E and CONTRACTOR discovery. All locations with back-up generation shall be visited in person to determine energy security posture. All generation equipment shall be assessed by a technical expert and exercised to provide a functional and conditional report including but not limited to example report in Appendix F, during functional grid disconnect test CONTRACTOR shall observe function of building and mission critical systems and loads (amps, var, kW etc.). Reference Appendix B - Preliminary Critical Facilities and Mission List and Appendix C - Real Property Spreadsheets for the lists of installation facility buildings and their square footage. When auditing warehouse facilities, a single representative building shall be audited to represent the larger complex of buildings. CONTRACTOR will be provided with all available previously completed professional energy facility audits, inspections, energy usage, square footage building information to be able to do remote energy assessments and provide “rule of thumb” conservation measures

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based on utility information, technology (building envelope type, lighting type, heat system type, control type, etc,).

Security Requirements

The CONTRACTOR shall address the requirement in Army Directive 2017-07 (Installation Energy and Water Security Policy) to have a 14-day energy and water backup for mission-critical facilities, if new directive is issued then CONTRACTOR will review revised guidance. Mission-driven functions should be met first for associated timelines.

Classified Information Procedures

Some of the necessary data that is collected or discussed may be classified. When classified information must be discussed in order to complete any of the following steps, all personnel present must possess a SECRET or higher clearance as appropriate. The security site manager will confirm the personnel’s SECRET or higher clearance through the Joint Personnel Adjudication System before classified information may be discussed. No classified information will be carried outside the secured area of an installation or discussed with personnel that do not have the required clearance level. The IEWP report will be produced at an unclassified For Official Use Only (FOUO) level. Classified information obtained during data collection will be included in the final report as a separate appendix. If classified information is required to determine energy and water needs, the classified information must be extracted before personnel without a SECRET or higher clearance may work with the data. For example, a critical mission’s operation name may be classified, so the personnel with appropriate clearance levels may need to refer to the critical mission with a more general identity, such as logistics or communication, if required in the report. CONTRACTOR is NOT required to have SECRET clearance but preference will be given to CONTRACTOR that can reduce CFMO and DPW personal involvement in any needed classified reviews.

Guiding Documents and References

The CONTRACTOR shall apply and incorporate the following reference material in the execution of the IEWP designated facilities and installation areas, and apply the Federal, DoD, Army policies/regulations and Host Nation Policy/Guidance to this SOW. The IEWP is driven by Army energy and water security goals outlined in Army Directive 2017-07 (Installation Energy and Water Security Policy) dated 23 Feb 2017. Further Federal and DoD policy and guidance can be found at: http://www.asaie.army.mil/Public/ES/policy.html.

Federal Policy and Guidance

Executive Order 13834, Efficient Federal Operations (22 May 2018)

Executive Order 13795, Implementing an America-First Offshore Energy Strategy (3 May 2017)

Executive Order 13788, Buy American and Hire American (21 Apr 2017)

Executive Order 13783, Promoting Energy Independence and Economic Growth (31 Mar 2017)

http://www.asaie.army.mil/Public/ES/policy.html

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Delegation of Authorities under Section 3136 of the National Defense Authorization Act for Fiscal Year 2018 (4 Apr 2018)

OMB Sustainable Acquisition Memo (5 Oct 2011)

DoD/Army Environmental and Energy Policy and Guidance

The CONTRACTOR shall reference the Department of the Army Policy Guidance for IEWPs dated 26 July 2018 document. Reference specifically - Appendix D: Policy and Guidance Requirements Informing IEWP Development and Appendix E: Reporting Summary Requirements for applicable policy and guidance.

Host Nation Guidance

If applicable, Host Nation energy and water guidance documents shall be provided by the installation for the required facilities after the Notice to Proceed (NTP).

2. Installation Energy and Water Plan Tasks

The CONTRACTOR shall be accessing existing data sources and performing an integrated assessment to characterize the baseline conditions and risks with regard to energy and water security. That information will be integrated into the IEWP roadmap that the installation can use to actively pursue capital investments including but not limited to infrastructure improvements that increase the energy and water security and resilience and security of the installation. The CONTRACTOR shall address best management practices and Operations and Maintenance (O&M) measures where applicable. The IEWP will document the installation requirements, risks, opportunities, projects, funding strategy, and performance metrics. The process of developing an IEWP is outlined in the following Table 1.

Table 1. Installation Energy and Water Plan Tasks

Step 1: Identify Requirements and

Step 2: Access Risk and Conservation Opportunities (shall be executed concurrently)

Work Plan and Kickoff Teleconference Meeting

Initial Data Request concurrently

Review Existing Installation Plans, Data, and Performance Metrics

Establish Energy and Water needs for critical missions

Facilitate IEWP Workshop – Stakeholders Meeting (#1) and Site Visit

Identify Threats and Hazards

Assess Risks and Mission Impact

Develop Baseline

Usage and Supply

Facility Metering

Infrastructure Condition

Assured Access Baseline

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System Operation Baseline

Future Baseline Requirements

Conduct Energy and Water Security Assessment on Existing Energy Security Systems

Conduct Energy and Water Security Assessment on Critical Infrastructure and Facilities

Conduct Remote Energy and Water Assessments

Lead a Water and Energy Outage Tabletop Exercise

Document Step 1, Preliminary and Document Step 2, Risk and Opportunities

IEWP Report (50%)

Stakeholder Meeting (#2) and Site Visit - Review Report, Status, and Vision

Step 3: Generating Solutions

Scope Best Management Practices

Develop Project Concepts

Prioritize Solutions

Provide 5 Year Energy and Water Compliance Roadmap with Sensitivity Analysis

Document Step 3, Solutions

Step 4: Develop Implementation Plan

Document the IEWP

Define the Implementation and Funding Approach

Pre-Final IEWP Report (95%) Submittal

Pre-Final Report (95%) Review Meeting (Teleconference)

Final IEWP Report Submittal (100%) and Installation Commander (IC) Signature

2.1 Step 1: Identify Requirements and

Step 2: Access Risks and Opportunities (shall be concurrently executed)

Work Plan and Kickoff Teleconference Meeting

Requirements

Upon award of the contract, the NTP will be issued by the contracting officer. The installation shall provide at the NTP DPW Stakeholder Lead and Alternative Stakeholder Lead names and contact information.

Once the NTP is issued, the CONTRACTOR shall prepare a Work Plan that includes a project schedule, project management plan, coordination proposals, and task tracking procedures. This Work Plan shall be submitted to the Government Contracting Officer’s Representative (COR) two days prior to the kick off. The Work Plan shall be discussed during the kickoff teleconference meeting to be held on Day 15 after NTP. The Work Plan shall outline the overall project schedule tied to each task and deliverables noted throughout this SOW. The IEWP project schedule will include all key milestones and dates for the deliverables.

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The CONTRACTOR shall conduct a kick-off call via teleconference to initiate IEWP process, introduce team members, and establish roles and responsibilities within 3 weeks of the award date. The installation DPW shall provide a comprehensive list of installation and facility stakeholder names with contact information at the kickoff meeting. The CONTRACTOR shall provide a kickoff meeting agenda and Power Point presentation slide deck detailing the overall IEWP purpose, goals, and project execution schedule. Project initiation shall begin with a kick-off teleconference that will provide the installation leadership and CFMO/DPW an overview of the IEWP methodology and processes to include a demonstration of proposed analysis methods, software, and modeling along with an explanation of project goals, milestones, and deliverables. A review of the Federal, DoD, and IEWP vision, goals, and objectives shall be included. The CONTRACTOR shall discuss and clarify the data request sent to the installation on Day 10 after the NTP. The installation will be offered the opportunity to respond to the data request and clarify the availability of the data during the kickoff teleconference meeting.

In addition to the kickoff teleconference, early in the IEWP development process, the CONTRACTOR and stakeholders shall be engaged in routine communications to facilitate further introductions, communicate the IEWP process and site visits, and coordinate support for the initial data request. The CONTRACTOR shall work with the installations and facilities to identify personnel that can assist in collecting data from the initial data request. The initial data request represents a significant organizational effort on the CONTRACTOR and installation personnel and the installation should designate a high priority to proving the data information in a timely manner.

Deliverables

• Installation CFMO/DPW shall provide prior to the NTP the DPW Stakeholder Lead and Alternative Stakeholder Lead names and contact information.

• Installation DPW shall provide a comprehensive list of installation and facility stakeholder names with contact information at the kickoff meeting.

• Installation DPW shall provide all professional assessments including energy audits, microgrid study, LNG as an adjunct to natural gas feasibility study, water security

• The CONTRACTOR shall develop a Work Plan with project schedule milestones and team members.

• The CONTRACTOR shall hold a kick-off call via teleconference to initiate IEWP process, introduce team members, and establish roles and responsibilities.

• The CONTRACTOR shall prepare kickoff meeting minutes to distribute.

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Initial Data Request, Review, and Performance Metrics

Requirements

No later than (NLT) Day 10 after NTP, the CONTRACTOR shall request existing installation data including but not limited to, energy and water use data, system drawings, the Installation Master Plan, and any previous energy and water studies from the appropriate installation sources. Appendix F of the Guidance provides a list of relevant installation-level data to be obtained from the installation. The CONTRACTOR shall request any data necessary for completion of the tasks and deliverables in the following sections. The initial request for this data should be coordinated as a part of the Work Plan with the goal of receiving and reviewing all of the data before the first site visit. The installation should provide the requested data to the CONTRACTOR within 20 days of receiving the request. The CONTRACTOR shall fill information gaps in available data via on-site data collection, field verification, interviews with installation personnel, modeling, etc.

A re-validation of buildings to receive energy audits shall be performed. In addition, the CONTRACTOR shall begin data collection and field investigation to determine and verify the existing conditions at all appropriate installation facilities. The CONTRACTOR shall also gather basic information on the relationship between on-base and off-base energy and water requirements. The CONTRACTOR shall obtain available secondary data and information from the DoD, the Army mission command, landholding command, or all other sources necessary to complete the research and baseline data.

Refer to Section 3.1.1 in the IEWP Policy Guidance. The CONTRACTOR shall review the existing installation energy and water planning documentation and installation energy and water performance metrics and prepare a summary of findings. The installation energy and water planning documentation shall include all components of the installation’s planning documentation summarized in Table 1 of the Guidance as well as the Installation Status Report, Mission Capacity (ISR-MC) and Army Energy and Water Reporting System (CONTRACTORWRS) data. These planning documents should be obtained as a part of the initial data request as described in the previous section. The installation energy and water performance metrics cover security, efficiency, and reduction goals. More information on these metrics is provided in Guidance Section 3.1.1.

Deliverables

• The CONTRACTOR shall provide a written data request to the installation NLT Day 10, including but not limited to the items listed in Appendix F of the Guidance.

• The CONTRACTOR shall provide a written summary of the data that was collected from the installation and any gaps or missing information, for inclusion into the IEWP document.

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• The CONTRACTOR shall provide Summary of Findings document by Day 50 from NTP.

Establish Energy and Water Needs for Critical Missions

Requirements

The CONTRACTOR shall identify installation-specific energy and water needs for all critical missions in accordance with Guidance Section 3.1.3. This requires a list of critical missions identified by the DPW and approved by the Senior Mission Commander; this list should be provided to the CONTRACTOR within 20 days of receiving the request for information. This list shall be further validated by the CONTRACTOR during a later on-site visit and interviews with relevant personnel to determine the energy and water needs for the critical mission facilities and the necessary length of back-up energy and water required for each critical mission/facility. The CONTRACTOR will collect all necessary data regarding mission-critical requirements to determine how to ensure that the needed energy and water resources are available during normal operations and disruptions. Use stakeholder expertise and Mission Dependency Index to determine mission and facility priorities. Some of the necessary data may be classified and should be treated appropriately in all reports. Follow guidelines in Section 2.1 of this SOW for dealing with classified information in coordination with the installation Facility Security Officer. The CONTRACTOR shall review, organize, and summarize the data and identify any data gaps that will impact the analysis.

Deliverables

• The CONTRACTOR will provide a critical mission section for inclusion into the IEWP report. This section will include the energy and water needs for critical missions and all information detailed in Guidance Section 3.1.3. This section will specifically address the amount of fuel currently available to support the backup generation at each critical facility (in both gallons and estimated duration), age of fuel/any program in place to stabilize or refresh the fuel tank, the amount of centralized diesel storage available to refill facility specific backup generators (in both gallons and estimated duration, assuming all are running), and a description of the fuel refilling plan that is in place if the installation experiences a long term power outage.

• A list of required utilities to support critical missions will be developed that identifies only facility number, loads, energy quality needs, and required duration (not mission) for use in analysis at a FOUO level. The list will be reviewed and approved for FOUO use by the appropriate installation security manager.

• A detailed summary of back-up water requirements shall be included.

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Onsite Energy and Water Workshop – Stakeholders, Scope, Goals, etc. (Stakeholder Meeting # 1)

Requirements

In conjunction with the on-site data collection, the CONTRACTOR shall facilitate an Installation workshop with the garrison and project stakeholders to establish the scope and goals for the IEWP. The workshop shall utilize one or more planning exercises to assess the installation as a whole. The CONTRACTOR shall provide a workshop read-ahead package to all participants a minimum of five working days prior to the session that will outline the purpose, process and expectations.

The CONTRACTOR shall assist the installation project manager/coordinator to identify the required and desired participants by office. It is recommended that the installation’s Real Property Planning Board, all garrison offices and mission owners participate in the workshop. The installation is responsible for providing space for the workshop and the CONTRACTOR is responsible for all other aspects of facilitation and execution.

The CONTRACTOR shall provide a project overview that shall introduce the concepts related to developing installation energy and water planning concepts and goals. The workshop shall consist of an overview presentation of the data gathered up to this point and discuss existing data gaps that need to be filled. This discussion shall also review existing installation and facility goals related to energy and water security and efficiency and the installation vision from the installation Master Plan. This presentation shall be followed by a guided discussion that outlines the highest priority concepts, based on the stated goals, requirements, and vulnerabilities, for the installation and results in draft energy and water goal statements and specific achievable energy and water goals. The CONTRACTOR shall discuss any identified data gaps found in the review of the installation provided data.

Additional data to fill gaps will be provided by the Installation to the CONTRACTOR at this workshop or immediately following the workshop.

While onsite, the CONTRACTOR shall also perform an on-site visit and field verification (including facility conditions and recent renovations, utility infrastructure condition and capacity, etc.). The field verification shall include a spot check of the data provided at all the critical facilities. The CONTRACTOR shall perform ASHRAE CONTRACTOR Level II audits and project data from a representative set of buildings audited to all buildings on the Camp Dodge installation.

The CONTRACTOR shall accomplish the following tasks during this workshop and site visit in accordance with Guidance Section 3.1.2.

In support of the workshops, the CONTRACTOR shall investigate the degree of partnership with the surrounding local communities/local planners, investigating local and regional planning issues, to include transportation,

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water, power and environmental concerns. The CONTRACTOR shall validate the necessity to consolidate building square footage assets and identify facility reductions through interviews with the master planning and real property personnel. These tasks will help ensure the appropriate mandates concerning local community planning are being upheld.

The CONTRACTOR shall create an IEWP based on the information collected during the workshop and analysis of the Installation’s most recent Area Development Plan and other installation-specific data. The IEWP shall describe the installation, its missions, plan scope, and the specific goals that will meet current and future mission requirements per Guidance Section 3.1.2.

Stakeholders

The installation DPW shall establish a stakeholder group (hereafter referred to as the stakeholders) that can be consulted during the plan's initial development, provide data and other input, assist in outreach, and support implementation. The installation DPW shall provide at the NTP a DPW Stakeholder Lead, Stakeholder Alternative Lead and Security Liaison (for Classification Review) names and contact information. The installation DPW shall provide a comprehensive list of stakeholder names and contact information at the kickoff teleconference meeting. Effort should be made to include the IC and senior representatives within stakeholders to promote project commitment and priority. These stakeholder groups should include: mission owners, senior staff, tenants, facility management and engineering, contracting, information technology, environmental, facility security, safety and health, and public affairs.

The CONTRACTOR shall seek input from and consult with external groups such as the installation's servicing utilities, privatized utility providers, base operations contractors, community leaders, and other entities servicing utilities, and other entities (e.g., energy services contractors) who play a critical role in the installation's overall operations.

Identify Threats and Hazards

In accordance with Guidance Section 3.2.1, a member of the CONTRACTOR shall introduce the concepts related to identifying threats and hazards (summarized in the IEWP Guidance Section 3.2.1) and provide an overview of existing relevant reports on this topic. This presentation should be followed by a guided discussion that allows the installation stakeholders to discuss known and potential threats and hazards for the installation. This discussion will follow the general methodology provided in the Guidance Section 3.2.1 and address all elements described in that section. Some of the necessary data may be classified. Classified information must be handled appropriately, following the guidelines explained in Section 2.1 above. The CONTRACTOR shall develop a threats and hazards table.

Example identification and assessment of threats and hazards table.

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Event Name Event Type Likelihood Effect on Mission Recommended Course of Action

Physical terrorist attack Intentional Very low

Accidental utility line breakage Non-intentional Low

Earthquake Natural Very low

Assess Risks and Mission Impact

Now that specific threats and hazards of concern have been identified, the IEWP must assess the vulnerability and mission impact. In accordance with Section 3.2.2 of the Guidance, a member of the IEWP delivery team will introduce the concepts related to assessing vulnerabilities and mission impacts (summarized in the IEWP Guidance Section 3.2.2) and provide an overview of existing relevant reports on this topic (vulnerability reports, emergency action plan, etc.). Classified information must be handled appropriately, following the guidelines explained in Section 2.1 above. This presentation should be followed by a guided discussion that allows the installation stakeholders to discuss the effect on missions from each of these events identified in the previous section. This discussion will follow the general methodology provided in the Guidance Section 3.2.2 and address all elements stated in that section.

Deliverables

• The CONTRACTOR shall accomplish the following tasks prior to and during this stakeholders workshop (in accordance with Guidance Section 3.1.2).

• List of stakeholders involved in the IEWP process (including: name, position, contact information, and role).

• List of POCs from external groups (utility providers, etc.).

• List of additional stakeholders that will need to be aware of actions planned in the IEWP.

• Documentation of the stakeholder engagement plan, including identification of an installation stakeholder lead to facilitate interaction between the contracted CONTRACTOR and installation and facility personnel.

• List information documents that need to be shared with the key stakeholders.

• Develop the scope or boundary of the IEWP plan. Scope includes which buildings are included, and those buildings which are not. Boundaries are defined by building clusters, physical, or administrative limitations.

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• Identify the IEWP goals, including the desired end states and timelines for goal implementation with input from the stakeholders.

• Document the summary of items from the Threats and Hazards, as well as the Risk and Opportunities discussions.

• The CONTRACTOR shall conduct an on-site field verification of facility and utility data immediately following the workshop.

• The CONTRACTOR shall provide a written summary of the workshop discussion and include a written statement of the scope, boundary, timelines, and energy/water planning goals as developed during the meeting with installation stakeholders.

• Workshop Read Ahead. The CONTRACTOR shall provide a Power Point presentation slide deck outlining the purpose, process and expectations for the workshops.

• CONTRACTOR shall provide a workshop out brief for the DPW summarizing the activities, topics discussed, and key findings from the workshop.

Conduct Energy and Water Resilience Assessment

Energy and Water Resilience Assessment Requirements: Using inputs from mission holders and CFMO/DPW do remote assessments of facility energy and water assessments except where required to be onsite due to onsite generator or in base bid.

Deliverables

• Identify future investment costs for deficiencies noted.

Conduct ASHRAE Level II Energy and Water Audits

Audit Requirements

Energy and Water (E&W) conservation and efficiency opportunities are typically identified through a set of comprehensive evaluations. There are various types of evaluations and supporting methodologies for conservation and efficiency, including CEWEs and awareness campaigns, among others. These evaluations help installations plan for conserving E&W and improving the efficiency of E&W systems as the first step toward increasing resiliency.

The CONTRACTOR shall conduct ASHRAE Level II or approved equivalent building audits for the buildings identified in Appendix C. These buildings were selected to satisfy program requirements for annual building audits and because are a representation of the total building inventory for the installation.

The results of the ASHRAE Level II building audits shall be recorded separately in approved nonproprietary data management application (either MS Excel or similar approved data management tool). The data management tool must be capable of sorting conservation measure

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opportunities by technology group, building, SIR, ROI, and individual measure.

Pictures taken during the water and energy audits by the CONTRACTOR shall be provided digitally as an appendix to the audit report. The pictures from each building shall be placed in a separate folder with the folder title equal to the building number.

In addition the ECMs recommended, the CONTRACTOR shall also provide a list of facilities where retro-commissioning is recommended along with the estimated cost to execute the commissioning and anticipated annual savings.

Deliverables

• Energy and Water Audit Results Data

• CONTRACTOR shall provide results of the ASHRAE Level II building audits in an approved nonproprietary data management application.

• Energy and Water Audit Pictures

• Energy and Water Audit Report

• CONTRACTOR shall provide a report based on the energy and water audits providing the basic building information such as year built, area, current use, structure type, and utilities along with top recommended energy and water conservation measures for each building listed in Appendix C.

• The CONTRACTOR shall complete a comprehensive analysis of the energy and water efficiency projects following the steps in Guidance Section 3.2.3 and provide calculations and results for inclusion in the IEWP report. This includes:

• The CONTRACTOR shall compile a list of energy efficiency projects implemented in the past four years and their quantified costs and savings.

• The CONTRACTOR shall compile a list of water efficiency projects implemented in the past four years and their quantified costs and savings.

• The CONTRACTOR shall project the effect of implementing all cost-effective E&W efficiency projects on progress toward goals (Energy-Use Intensity (EUI) and WUI).

• The CONTRACTOR shall project the effect of planned changes in building stock (assess how disposals and new construction will influence energy and water needs).

• The CONTRACTOR shall determine the effect of planned investments (e.g., full facility revitalization, construction improvements).

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Develop Baseline

The CONTRACTOR will use the installation’s facility and utility data gathered to characterize the current status of the installation in terms of energy and water security in accordance with Guidance Section 3.1.4. This current picture, or snapshot, of the installation is referred to as the baseline and can be characterized by the following five components: 1) usage and supply, 2) infrastructure condition, 3) assured access, 4) system operation, and 5) Future Requirements. The ISR-MC provides a standard platform for evaluating Army installation energy and water security posture to inform Army decision-making and should be utilized to help establish the baseline. The following sections detail the data collection and analysis requirement for each component of the baseline.

The CONTRACTOR shall document all installation and facilities baseline information as required in this SOW Baseline section. Documentation will be included in the Preliminary Report – Day 180 after NTP. No baseline document submittals are required prior to release of the Preliminary Report.

Usage and Supply

2.1.7.1.1 Requirements

The goal of this section is to develop an accurate picture of the current flow of energy and water throughout the installations. Refer to Guidance Section 3.1.4.1. Specifically each source of energy and water should be documented and estimates of the breakdown of usage should be made when data gaps exist. Utilize the Installation’s CONTRACTORWRS data which provides consumption information and utility bills to help establish a usage baseline.

The baseline shall calculate and document annual cooling, heating, and electrical energy profiles and total operating cost (energy, maintenance, replacement, etc.) calculated using appropriate building modeling tools as listed in Guidance Section 3.2.3 (within established boundaries) and verify using available metered data. Separate baseline load profiles and costs shall be established for mission-critical facilities. Existing energy systems supporting mission-critical operations shall be documented and analyzed for their adequacy to energy resiliency requirements for mission-critical operations, including potential degradation due to impacts from typical local threats (resiliency gaps).

2.1.7.1.2 Deliverables

After reviewing necessary data, the CONTRACTOR shall perform the following tasks, in accordance with Guidance Section 3.1.4.1:

• Provide the annual EUI/WUI data for each facility listed in Appendix C.

• Develop a list of utility scale energy sources for the installation including utility scale offsite energy supply and on-site energy generation sources and all of the associated data required from Guidance Section 3.1.4.1.

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• Establish Energy and Water needs for critical missions Develop a list of all water sources available to the installation and all of the associated data required from Guidance Section 3.1.4.1.

• The CONTRACTOR shall document all usage and supply information in the IEWP preliminary report.

Facility Metering


The CONTRACTOR shall gather any data related to facility energy and water metering that is available.


• The CONTRACTOR shall develop a prioritized list of facilities without meters/sub-meters following the process defined in Guidance Section 3.1.4.5.

• The CONTRACTOR shall develop a list of facilities and systems with energy and water meters and collect the associated data following the requirements defined in Guidance Section 3.1.4.5.1.

Infrastructure Condition


Understanding the current infrastructure condition is an important step in determining the measures needed to enhance resiliency. Refer to Guidance Section 3.1.4.2 and the CONTRACTOR shall follow all detailed steps. The adequacy of the current state/condition of infrastructure will be analyzed to determine the projects required to achieve the desired infrastructure condition going forward.


• The CONTRACTOR shall acquire detailed information on infrastructure and utility services that support installation mission requirements, include the following in the baseline for infrastructure conditions related to energy and water.

• The CONTRACTOR shall ensure that data from Guidance Section 3.1.4.2 is received, reviewed, and analyzed to characterize the infrastructure condition of the baseline. The CONTRACTOR shall summarize the energy and water infrastructure condition for inclusion into the IEWP preliminary report.

Assured Access Baseline


In accordance with Guidance Section 3.1.4.3, the CONTRACTOR shall provide assured access focus on a dependable supply of energy and water needed to meet evolving mission requirements during normal and emergency response operations. In this section of the IEWP, installations

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describe the current status related to energy and water availability and access. Utilize the assured access metrics of the ISR-MC data to help establish this baseline. Conduct field verification of information and collect additional data on-site as needed to fill any gaps.


• The CONTRACTOR shall ensure that data from Guidance Section 3.1.4.3 is received, reviewed, and analyzed to characterize assured assess to energy and water in the baseline.

• The CONTRACTOR shall develop a summary report that details the current status of the installation related to energy and water availability and access using the steps described in Guidance Section 3.1.4.3. This should include: energy availability and quality, redundant energy supply and distribution, water availability and quality, and level of redundant water supply

System Operation Baseline


In accordance with Guidance Section 3.1.4.4, the installation DPW shall provide the CONTRACTOR an overview of how the garrison has trained personnel in conducting required energy and water security system planning, operations, and sustainment activities. Installations should list relevant personnel, training, and equipment that support systems operations to define the current status and provide insight into the solutions that are required. The CONTRACTOR will document this information for the IEWP preliminary report. The CONTRACTOR shall utilize the system operation metrics of the ISR-MC data to help establish this baseline.


• The CONTRACTOR shall ensure that data from Guidance Section 3.1.4.4 is received, reviewed, and analyzed to characterize the system operation the baseline.

• The CONTRACTOR shall develop summary documentation that lists relevant items that support system operations for the following categories: Personnel, Training, Equipment, Emergency Response, and Energy and Water Plans. This summary documentation will be included in the preliminary report.

Future Requirements


After establishing the current conditions in the baseline, the CONTRACTOR must capture the energy and water needs of planned future construction projects and mission-critical requirements over the next 5 years. These future needs must be captured for the installation as a whole and, separately, for critical missions/facilities. This snapshot of the future

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condition is sometimes called the future base case. This will require coordination with the IEWP stakeholders as well as consulting the Installation’s Master Plans to determine future missions and their corresponding energy and water requirements. Refer to Guidance Section 3.1.4.5 for a detailed list of steps to determine and document how future missions may affect energy and water planning efforts.

The future requirements should include projects that have already been funded for facility construction, demolition, and renovation and major utility infrastructure projects. This information can be found in master planning documents and through discussions with the stakeholders. Projects that are planned or desired but have not been funded or contracted should be included in future alternative scenarios (course of action). The future requirements will also calculate projected annual cooling, heating, and electrical energy profiles, installation costs, and operating costs using modeling tools for all planned changes. The baseline established using installation data can be combined with predictive modeling tools to help create the future requirements. The future requirements are important because they becomes the basis of comparison against which all other future alternatives are compared.

The future requirements, and all other future alternatives, can be characterized by the following four components: 1) usage and supply, 2) infrastructure condition, 3) assured access, and 4) system operations. The work needed to characterize these four aspects was already presented. This section of the IEWP documentation requires adjustments to these four components that reflect the planned construction, demolition, and renovation of facilities and installation-scale supply technologies. Facility and installation-scale supply modeling should be performed with these updates and EUI’s provided.


• The CONTRACTOR shall develop and document modeled EUI and WUI data for key facilities over the next 5 years, using the same modeling tools that are used to develop facility-level projects.

• The CONTRACTOR shall develop and document installation-scale energy and water supply modeling over the next 5 years. This modeling should provide an estimate for the energy and water production and distribution from the installation’s sources to its main usages.

• The CONTRACTOR shall describe and document the projected future infrastructure condition and how future changes to the mission might impact infrastructure.

• The CONTRACTOR shall document the details the projected future status of the installation related to energy and water availability and assured access.

• The CONTRACTOR shall document relevant items that support system operations.

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• The CONTRACTOR shall develop and document how the future changes to the mission might impact E&W planning efforts. Make sure to document all items listed in Guidance Section 3.1.4.5.

The documented information from this section will be included in the IEWP preliminary report.

Document Step 1 & Step 2 – Preliminary IEWP Report (50%) Documentation Requirements

Requirements

• The CONTRACTOR is responsible for documenting all the data received, installation overview information, and discussions from Step 1 and Step 2 of the IEWP process, to be included in the Preliminary IEWP Report. See Figure 1 for a graphic depicting the IEWP process.

• The CONTRACTOR shall prepare a Lessons Learned section to the Preliminary IEWP Report based on the lessons learned from all workshops, meetings, deliverables, impacting conditions to schedule and cost for example and applying the tasks outlined in this SOW. Although many achievements may be produced, a number of obstacles may be identified through review that may have constrained success. Understanding the nature of these constraints are critical for future work.

Figure 1. Detailed IEWP Development Process

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Deliverables

• The CONTRACTOR shall prepare a Preliminary IEWP Report (50%) based on documentation for all activities covered in Step 1 and Step 2.

• The CONTRACTOR shall deliver the Preliminary IEWP Report and provide an overview of all Step 1 and Step 2 deliverables to the stakeholders.

• The CONTRACTOR shall work collaboratively with stakeholders to determine the risks and opportunities as described in sections of this SOW.

• The CONTRACTOR shall capture this discussion in the form of notes and summarize the main points in the final IEWP document.

• Develop a Continuity of Operations and Continuity of Government Plan

• Develop an Operations manual that details how to operate all emergency and critical mission support equipment

2.2 On-site Review Board Meeting - Stakeholder Meeting # 2

Requirements

After completion of Step 1 and Step 2, the CONTRACTOR shall host an on-site Stakeholder Workshop Meeting (#2) with the stakeholders that will consist of an overview presentation of the Preliminary IEWP Report. The presentation shall include a review of the data gathered and initial analysis completed during Step 1 and Step 2 of the development process. The Preliminary IEWP Report submittal presentation will include the following eight components, with respect to energy and water: 1) review of the existing installation plans, 2) scope, requirements, and goals established at the first meeting, 3) energy and water vision statements based on the requirements and goals, 4) energy and water needs for current critical missions, and 5) development of the baseline, 6) energy and water needs for projected future critical missions, 7) energy and water needs projected over the next 5 years, and 8.) risks and opportunities associated with energy and water availability. The purpose of this briefing is to ensure concurrence from all stakeholders regarding the items above, as well as provide an overview of the energy and water picture to set the stage for Developing the IEWP. This presentation should be followed by a guided discussion in which installation stakeholders can comment on the existing plan, note any discrepancies with the installation’s current efforts, discuss potential issues that may have arisen since the development of the plans, and discuss any other changes or desired changes since the plans were developed.

2.3 Step 3: Generating Solutions (reference Guidance Section 3.3)

Scope Best Management Practices

Requirements

At the stakeholders workshop meeting (#2), the CONTRACTOR shall investigate energy and water best management practices that are currently in place on the installation. Guidance Section 3.3.1 should be referenced to

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provide examples of these practices. Based on the investigation and input from stakeholders, the CONTRACTOR shall provide a suggested course of action for the installation.

Deliverables

• The CONTRACTOR shall provide a written summary of the current usage of best management practices on the installation;

• The CONTRACTOR shall suggest additional best management practices or a shifting of resources among existing best management practices as a result of the investigation, if needed. These suggested changes will be captured as a written section of the IEWP report and an estimated cost justification for the changes will be

- Awareness programs - Optimize O&M - Programmatic support strategies - Cost-reduction strategies

- Risk-management strategies - Stakeholder collaboration strategies

Develop Project Concepts

Requirements

The CONTRACTOR shall develop projects to support the stated IEWP goals listed in Guidance Section 1.1.1. Every project should address and deliver a solution for closing an energy and/or water security or efficiency gap supporting installation mission requirements. Project development should follow the steps and requirements listed in Guidance Section 3.3.2. The majority of the project development effort will need to be completed after the on-site field verification, but before the final workshop.

It is critical for the CONTRACTOR to analyze facility-scale projects (such as lighting, heating, ventilation, and air-conditioning (HVAC), and envelope upgrades) as a whole because the entire system of projects is interrelated and each project can change the economics and performance of other projects. A well-known example of this problem occurs when facility-scale energy efficiency measures are individually evaluated for a facility. Estimations for total energy savings to facility owners sometimes approached or even exceeded 100% of the current energy usage, however, the actual effect of the changes may have resulted in an energy savings of ~50%. This can have a significant adverse effect on the economics of a set of projects and leads to the requirement to model groups of projects together to avoid this effect.

The CONTRACTOR shall be aware that some projects, or groups of projects, may be in competition with other projects. For example, the CONTRACTOR shall analyze keeping a group of facilities on an existing central energy plant that provides electricity to mission-critical facilities with a cogeneration engine or decentralizing the facilities and supporting critical

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loads with micro-grids, batteries, fuel cells, diesel engines, etc. Effort should be made to develop holistic solutions with technologies that are designed to provide long term continuous service and reduce risk to critical missions. Solutions that rely on backup generators that are not designed for service durations that meet or exceed the installation’s resilience requirements can be developed for cost comparison purposes, but do not meet the resilience goals. These types of large-scale projects should be developed and presented to the stakeholder group at the final workshop. Ensure that best management practices are integrated with the project concepts to ensure a comprehensive IEWP.

Deliverables

• The CONTRACTOR shall develop packages of improvements

• Based on load profile of energy improvement package(s) and state of the art technologies develop several energy conversion, storage and distribution strategies, which will also include solution for optimizing and enhancing resilience of energy supply to mission-critical operations.

• Conduct modeling and analysis of energy alternatives, compare results with the baseline and future requirements of the next 5 years.

• The CONTRACTOR shall develop and document projects that support the IEWP goals and address installation mission requirements. Create a list of project concepts following Guideline Section 3.2.2.

• The CONTRACTOR shall group the individual project concepts into various alternatives and perform a comprehensive analysis of each alternative, following evaluation metrics listed in Guideline Section 3.2.2, item 4.

Prioritize Solutions

Requirements

At the stakeholders workshop meeting (#2), the CONTRACTOR shall present the individual project concepts that were developed previously as well as the analysis of the different alternatives to the stakeholders. This analysis of the competing alternatives will include how each addresses the first four goals of the IEWP (resilience of critical missions, mitigation of risks for all missions, energy and water efficiency, and cost reduction) and the associated capital cost and lifecycle cost of each alternative. In collaboration with the CONTRACTOR and the stakeholders can compare and judge the alternatives in order to arrive at a preferred alternative with preferred project concepts. The installation IEWP stakeholders should prioritize projects within the selected alternative using multi-criteria decision analysis based on risk factors, staff level-of-effort, initial cost, lifecycle cost, timelines, and other factors. Guidance Section 3.4.1 provides example criteria for the prioritization of projects. Many projects may stand alone, while others may be competitive against other projects.

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Deliverables

• The CONTRACTOR shall present the alternatives to the stakeholders along with the analysis and metrics associated with each as described in this section. Selection of the preferred alternative will be determined by the stakeholders and the discussion and rationale used to make the selection will be recorded in the IEWP.

• The CONTRACTOR shall facilitate the process of prioritizing projects within the preferred alternative and record the rationale used by the stakeholders to rank key projects.

• The CONTRACTOR shall document the final list of prioritized projects, along with all of the key project metrics described in Section 3.3.2 of the Guidance for inclusion in the IEWP report.

Document Step 3 – Generating Solutions Document

Requirements

The CONTRACTOR shall document all the data used to develop and quantify projects (including modeling software and approach, costing of technologies, and O&M estimations), to be included in the final IEWP document.

The CONTRACTOR shall prepare a summary of alternatives and their comparison with the modeled future requirements and IEWP goals will be documented for further presentation to and analysis by stakeholders to select a preferred alternative using multi-criteria analysis.

Deliverables

The CONTRACTOR shall create draft documentation for all activities covered in Step 3 for inclusion in the IEWP report.

2.4 Step 4: Develop Implementation Plan (reference Guidance 3.4)

The fourth step of the IEWP development will occur at the Pre- final Report Review teleconference. This teleconference shall include the CONTRACTOR and the stakeholders. The CONTRACTOR shall provide an agenda prior to the teleconference.

Document the IEWP

Requirements

The CONTRACTOR shall collaborate to compile data and analysis from the previous three steps to finalize the IEWP in accordance with Guidance Section 3.4.2. Classified information must be handled appropriately, following the guidelines explained previously in Step 1. As noted, the IEWP document will be an unclassified FOUO report, and therefore, will not contain any classified information. If required, a classified addendum to the report can be created by personnel with the appropriate clearance level on certified SECRET computers and networks with the necessary classified information. The narrative shall be clear and concise, readable by a range

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of audiences and include an executive summary. Supporting documentation and detailed technical information should be contained in appendices. The IEWP report shall contain all information detailed in Guidance Section 3.4.2. The document should also capture the planning process and should establish a feedback process to absorb lessons learned and measurements and verifications as projects and other activities are executed. The most dynamic and frequently updated section of the IEWP should be the Implementation Plan which identifies the projects, funding mechanisms, and planned execution timelines that embody the energy and water plan. The document should also include communications and coordination plans that establish roles, responsibilities and accountability, leveraging the stakeholder group to ensure the smooth implementation of projects. The last part of the finalization process includes the IC’s review, approval, and signature of the final document. The document will contain the written deliverables described in this SOW and will be organized in a final IEWP document in compliance with Guidance Section 3.4.2. The CONTRACTOR had previously submitted a 50% Preliminary Draft IEWP Report at the end of Step 1 and 2 Day (see milestone chart) after NTP. Appropriate Government and installation and facility personnel would have reviewed the preliminary draft report and provide comments. These comments would have been discussed in the stakeholder workshop meeting # 2. The CONTRACTOR shall submit 95% Pre-Final IEWP Report NLT after NTP that addressed all previous review comments and requirements of Step 2 and 3 of the Guidance. Appropriate Government and installation personnel shall review the Pre-Final Report and provide comments. These comments shall be discussed in a Teleconference Pre-final Report Review meeting to be held NLT Day (see milestone chart) after NTP with installation stakeholders, including the IC to ensure IC concurrence and approval of the plan prior to final submission. The CONTRACTOR shall also provide an out brief of the Pre-Final IEWP Report, the lessons learned, and any salient points from the IEWP development process during the review meeting. The CONTRACTOR shall submit the 100% Final IEWP Report for IC signature NLT Day (see milestone chart) after NTP. The Final IEWP Report shall include appropriate changes based on the comments provided during the previous teleconference review meeting. The CONTRACTOR shall distribute the Final IC Signed IEWP Report NLT Day (see milestone chart) after the NTP.

Deliverables

• The CONTRACTOR shall finalize all documented sections of the IEWP developed in the steps 1 – 4, in accordance with the Guidance.

• The CONTRACTOR shall include implementation and funding information defined in the following SOW Section 2.4.2.

• The CONTRACTOR shall conduct a teleconference Pre-final Report Review meeting.

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• The CONTRACTOR shall submit the 100% Final IEWP Report for IC review, approval, and signature.

• The CONTRACTOR shall distribute the final signed IEWP Report – Reference SOW Section 3 Milestone table.

Define the Implementation and Funding Approach

Requirements

The CONTRACTOR shall identify initial implementation years for each solution developed for each deliverable project as described in Step 3 of this SOW. However, these implementation dates shall be shifted accordingly as a part of the prioritization of solutions and selection of the appropriate funding source. The CONTRACTOR shall continue the process of ordering the projects and determining preferred and secondary funding sources. The CONTRACTOR shall lead this effort with input obtained from the installation and stakeholders. The CONTRACTOR should follow Guidance Section 3.4.3. The CONTRACTOR shall collaborate with the installation stakeholder group to develop any additional documentation and guide near-term projects through the project development process.

Deliverables

• The CONTRACTOR shall develop a capitalized investment list in priority order

• The CONTRACTOR shall document the selection of the most appropriate funding source for each prioritized project and any secondary or tertiary funding sources.

• The CONTRACTOR shall develop an approach to prioritize all initiatives.

• The CONTRACTOR shall document an assigned installation individual or team that is meant to guide each project through the near-term development or submission.

Pre-Final Report Review

Requirements

The CONTRACTOR shall provide a teleconference review meeting to review Pre-Final IEWP Report and provide an out brief on the results of the Implementation Plan.

Deliverables

The CONTRACTOR shall conduct an on-site review meeting and out brief to the installation stakeholders.

3. Milestones

Listed below (on the next page) are the major milestones in implementing core tasks identified in this document. All dates are referenced to the official project initiation.

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MILESTONE SCHEDULE DELIVERY PRODUCT

Work Plan and Kickoff Meeting (virtual)

Work plan provided by Day 5 Kickoff held by Day 10 Kickoff meeting minutes provided NLT 3 days after kick off

Meeting Notes (Microsoft Word) Work Plan (Microsoft Word)

Initial Data Request NLT Day 10 Data Request sent to Installation

Establish Stakeholders NLT Day 15 Stakeholder lists and Engagement Plan (Microsoft Word)

Work Plan Submittal and Teleconference Kickoff Meeting

NLT Day 15 Work Plan and Meeting Minutes (Microsoft Word)

IEWP Workshop # 1 and on-site data collection/field verification

NLT Day 55 Workshop Agenda (Microsoft Word) Workshop Summary (Microsoft Word)

Complete summary of Data collection, Data review and Baseline

NLT Day 100 Summary of initial data collected (Microsoft Word)

50% IEWP Preliminary Report Submittal

NLT Day 130 Draft Documentation Steps 1-4: Electronic 2 Hard Copies for Installation 1 Hard Copy to CO

Preliminary Submittal Review – Stakeholder Meeting (#2) and On-site Visit

NLT Day 190 Review Meeting Agenda, Minutes, and Notes (Microsoft Word)

95% Pre-Final Submittal NLT Day 200 Pre-final Submittal: Electronic 2 hard copies for the installation 1 Hard Copy to CO

Pre-Final Submittal Review Teleconference Meeting

NLT Day 220 Review Meeting Notes (Microsoft Word)

100% Final IEWP Report submittal for IC signature

NLT Day 240

Final IEWP Report (electronic version) ready for IC signature

Final IEWP Report (100%) – Reproduction and transmittal

NLT Day 270 IC signed IEWP: Electronic (PDF and editable file) 4 hard copies for installation 1 hard copy for Command HQ 1 hard copy for OACSIM 1 hard copy for DASA (E&S) 1 Hard Copy to CO

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4. General Administration

4.1 Lessons Learned Reports

A Final Lessons Learned Report shall be prepared and provided by the CONTRACTOR based on the lessons learned from all workshops, meetings, deliverables, and impacting events to schedule and cost for example and applying the tasks outlined in this SOW. Although many achievements may be produced, a number of obstacles may be identified through review that may have constrained success. Understanding the nature of these constraints are critical for future work.

4.2 Monthly Status Reports

The CONTRACTOR shall provide monthly status reports disclosing progress of each project effort to the Contracting Officer and DPW Lead point-of-contact. The reports will include the status gained from the previous reporting period (percent of effort completed), issues and concerns being encountered, project milestone dates, and issues requiring attention. The status reports shall be submitted electronically to all points of contact. The CONTRACTOR shall be responsible for taking notes and developing meeting minutes for all significant meetings, interviews and significant phone conversations with representatives of the installation, and/or and other related agencies. Copies of the minutes and memos shall be submitted via e-mail to the Contracting Officer and DPW Lead point-of-contact. The primary points of contact for the contract shall be confirmed at the kick-off meeting.

4.3 Period of Performance

The period of performance is 270 calendar days from award date.

4.4 General Information

The following sections, outline the contract performance procedures that shall be required of the CONTRACTOR.

Quality Control

The CONTRACTOR shall develop and maintain an effective quality control program to ensure services are performed in accordance with this SOW. The CONTRACTOR shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The CONTRACTOR’s quality control program serves to assure that the work complies with the requirement of the contract. The CONTRACTOR shall develop and provide to the Government a quality control (QC) plan at the time of proposal and any updates after contract award. Any update to the QC Plan must be reviewed by the COR within five working days when changes are made thereafter. After acceptance of the quality control plan the IEWP delivery team shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

Quality Assurance

The Government shall evaluate the CONTRACTOR’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. 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).

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Government 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

Place of Performance

The site for this IEWP contract effort is FORT IOWA. The list of installations and facilities is contained in Section 1.2.2 of this IEWP SOW and Appendix C - Real Property Spreadsheets.

Security Requirements

Physical Security

The CONTRACTOR shall be responsible for safeguarding all Government equipment, information and property provided for CONTRACTOR use. At the close of each work period, Government facilities, equipment, and materials shall be secured. All documentation for this contract will maintained at a FOUO level of security.

Key Control

The CONTRACTOR shall establish and implement methods of making sure all keys/key cards issued to the CONTRACTOR team by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the CONTRACTOR team by the Government shall be duplicated. The CONTRACTOR shall develop procedures covering key control that shall be included in the quality control plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The CONTRACTOR shall immediately report any occurrences of lost or duplicate keys/key cards to the contracting officer.

Special Qualifications

The CONTRACTOR shall have at least two team members with SECRET Clearance or higher, which is required to access classified information or participate in discussions. The CONTRACTOR shall be responsible for ensuring all employees assigned to this task possess training equivalent to the Prospect Installation Master Planning training and experience with the new UFC and those in leadership roles be AICP, APA, RLA (or equivalent) certified/licensed.

The CONTRACTOR team shall have a background in the following areas:

• Facility energy and water analysis • Energy and water master planning • Utility scale energy and water infrastructure • Energy and water utility rate structures • Energy and water resiliency • Report writing

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• Military master planning • Government COOP, GOG planning

The CONTRACTOR team members shall have performed master planning and/or facility energy and water security or conservation work for the DoD in the last five years.

Data Rights

The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the contracting officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

Government Furnished Items and Services

Facilities

The Government shall provide the conference workspace to include utilities and restrooms for up to thirty people as a space to conduct the IEWP on-site stakeholder workshop meetings.

Materials

The Government shall provide Guidance, Standard Operating Procedures, and policies required to complete the requirements of this SOW.

Contractor Furnished Items and Responsibilities

General

The CONTRACTOR shall furnish all personnel, supplies, equipment, facilities and services required to perform work under this Contract that are not listed under Section 4.4.8 of this SOW.

Applicable Publications (current editions)

The CONTRACTOR must abide by applicable Installation Master Planning regulations, publications, manuals, State and local policies and procedures. Including but not limited to those referenced in this IEWP SOW Section 1.4.4 - Guiding Documents and References.

Antiterrorism and Operations Security

Clause 1: AT Level I Training

All CONTRACTOR employees, to include subcontractor employees, requiring access to Army installations, facilities, controlled access areas, or require network access, 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. Upon

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request, 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 five calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website: http://jko.jten.mil/courses/atl1/launch.html; or it can be provided by the RA ATO in presentation form which will be documented via memorandum.

Clause 2: Access and General Protection/Security Policy and Procedures

All CONTRACTOR and all associated subcontractor employees shall comply with applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by Government representative). The CONTRACTOR shall also provide all information required for background checks or background investigation and to meet installation/facility access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services, Security Office or designated third party service. 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 installation or facility change, the Government may require changes in CONTRACTOR security matters or processes.

Clause2b: For Contractors who do not require CAC, but require access to a DoD facility or installation

The CONTRACTOR and all associated subcontractors employees shall comply with adjudication standards and procedures using the National Crime Information Center Interstate Identification Index (NCIC-III) and Terrorist Screening Database (TSDB) (Army Directive 2014-05 / AR 190-13), applicable installation, facility and area commander installation/facility access and local security policies and procedures (provided by Government representative, as NCIC and TSDB are available), or, at OCONUS locations, in accordance with status of forces agreements and other theater regulations.

Clause 4: Suspicious Activity Reporting Training (e.g., iWATCH, CorpsWatch, or See Something, Say Something)

The CONTRACTOR and all associated subcontractors shall receive a brief/training (provided by the RA) on the local suspicious activity reporting program. 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 project manager, security representative or law enforcement entity. 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 five calendar days after the completion of the training.

http://jko.jten.mil/courses/atl1/launch.html

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Clause 7: OPSEC Level I Training

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. The CONTRACTOR shall submit certificates of completion for each affected CONTRACTOR and subcontractor employee, to the COR or to the contracting officer (if a COR is not assigned), within five calendar days after completion of training. OPSEC awareness training is available at the following websites: https://www.iad.gov/ioss/ or http://www.cdse.edu/catalog/operations-security.html; or it can be provided by the RA OPSEC Officer in presentation form which will be documented via memorandum.

Points of Contact (POC)

Contracting Officer (KO) Jocelyn Brincks State Contracting Officer / Purchasing & Contracting Manager [email protected] (515) 252-4522

Contracting Officer’s Representative (COR) / Installation POC Ken Thornton Energy Manager [email protected] (515)-727-3395

https://www.iad.gov/ioss/

http://www.cdse.edu/catalog/operations-security.html

mailto:[email protected]

mailto:[email protected]

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- Acronyms and Abbreviations This appendix includes the acronyms and abbreviations used in this document.

CONTRACTOR Professional Firm / Successful Bidder CONTRACTORWRS Army Energy and Water Reporting System ASHRCONTRACTOR American Society of Heating, Refrigerating and Air-Conditioning Engineers CAC Common Access Card CEWE Comprehensive Energy and Water Evaluation COR Contracting Officer’s Representative DASA Deputy Assistant Secretary of the Army DoD Department of Defense DPW Directorate of Public Works E&W Energy and Water EUI Energy-Use Intensity FORT IOWA Iowa National Guard owned facilities – including Army and Air locations FOUO For Official Use Only FPCON Force Protection Condition Government United States and/or State of Iowa and any Agency or department head therof Guidance Department of the Army Guidance for Installation Energy and Water Plans

dated 26 July 2018 HQ Headquarters HVAC Heating, Ventilation, and Air-Conditioning IC Installation Commander IEWP Installation Energy and Water Plan ISR-MC Installation Status Reporting – Mission Capacity NCIC-III National Crime Information Center Interstate Identification Index NLT No Later Than NTP Notice to Proceed O&M Operations and Maintenance OACSIM Office of the Assistant Chief of Staff for Installation Management OCONUS Outside Continental United States OPSEC Operations Security POC Point of Contact QC Quality Control RA Risk Assessment ROI Return on Investment SOW Scope of Work SPF Sustainability Framework Plan TSDB Terrorist Screening Database UFC Unified Facilities Criteria WUI Water-Use Intensity

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- Preliminary Critical Facilities and Mission List The installation shall be required to provide this preliminary list of critical facilities/installations that will be included in this SOW and provide a preliminary list of Critical Missions (FOUO) to define the facilities and installations that must be included in this IEWP SOW. This will be provided in a separate electronic file.

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- Real Property Spreadsheets A separate electronic file will be provided to the CONTRACTOR with MS Excel spreadsheets containing installation real property information regarding all buildings, roads, hardstands and utilities.

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- Site Maps A separate electronic file will be provided to the CONTRACTOR with site maps of the installations and facilities.

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- Base Bid Assessment Locations

19901-A4600/A5500 19901-B3100 19901-NMTC 19901-A6200 19901-B3200 19901-PT010 19901-A6300 19901-B3300 19901-S0000 - Outdoor Shelter 19901-AD100-AD600 19901-B3400 19901-S0008A/S2300 19901-AD700 19901-B3500 19901-S008A/S2100A 19901-B0100 19901-B3600 19901-S0100 19901-B0200 19901-B3700 19901-S0101 19901-B0300 19901-B3800 19901-S0102 19901-B03A2 19901-B3900 19901-S0103 19901-B0400 19901-B4000 19901-S02A0-S02B0-S02H0 19901-B0500 19901-B4100 19901-S0300 19901-B0600 19901-B4200 19901-S0301 19901-B0700 19901-B4300 19901-S03A0 19901-B0800 19901-B4400 19901-S0700 19901-B0900 19901-B4500 19901-S1100 19901-B1000 19901-B4600 19901-S1200 19901-B1100 19901-B4700 19901-S1300 19901-B1200 19901-B4800 19901-S1400 19901-B1300 19901-B4900 19901-S1600 19901-B1400 19901-B5000 19901-S2000 19901-B1500 19901-B5100 19901-S2100 19901-B1600 19901-B5500-56 19901-S2800/S3800 19901-B1700 19901-B5700 19901-S2900 19901-B1800 19901-B5800 19901-S3000-S30A0-S30S0-S30H0 19901-B1900 19901-B5900 19901-S3200 19901-B2000 19901-B6000 19901-S3300 19901-B2100 19901-B6100 19901-S3400 19901-B2200 19901-B6200 19901-S34P0 19901-B2300 19901-B6300 19901-S3500 19901-B2400 19901-B6400 19901-S3600 19901-B2500 19901-B6500 19901-S3700 19901-B2600 19901-B6600/B6700 19901-S380A 19901-B2700 19901-B6800/B6900 19901-S4000 19901-B2800 19901-B7000 19901-S5000 19901-B2900 19901-B7100 19901-S5100 19901-B3000 19901-B7500 19901-S5200 19901-B7600 19901-S5100 19901-W40/40Q 19901-C0100-C0400 19901-S5200 19901-W4100

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19901-CD 19901-S5300 19901-W4200 19901-DF100-DF500 19901-S5400 19901-W4600 19901-HARMON 19901-S5500 19901-W4700 19901-L0200-L1100 19901-S5600 Algona Armory 19901-M Series 19901-S5700 Algona MVSB 19901-NMTC 19901-S5800 Audubon Armory 19901-PT010 19901-S5900 Boone AASF 19901-S0000 - Outdoor Shelter 19901-S6000 Boone Armory 19901-S0008A/S2300 19901-S6300 Boone FMS 19901-S008A/S2100A 19901-S7000 Boone MVSB 19901-S0100 19901-S7100 Carroll Armory 19901-S0101 19901-S7200 Cedar Rapids Armed Forces Reserve

Center 19901-S0102 19901-S7300 Cedar Rapids Facility Maintenance

Shop 19901-S0103 19901-T0601 Centerville Armory 19901-S02A0-S02B0-S02H0 19901-T5000/T5100/T5200/T5300 Centerville MVSB 19901-S0300 19901-W Series Charles City Armory 19901-S0301 19901-W0000 Clinton Armory 19901-S03A0 19901-W0100 Corning Armory 19901-S0700 19901-W0200 Council Bluffs Arm 19901-S1100 19901-W0300 Council Bluffs FMS 19901-S1200 19901-W0800/9/10 Davenport AASF 19901-S1300 19901-W1100 Davenport AASF Arm 19901-S1400 19901-W1200 Davenport AFRC 19901-S1600 19901-W12A0 Davenport Armory 19901-S2000 19901-W1500/W1600 Davenport FMS 19901-S2100 19901-W18Q0 Davenport MVSB 19901-S2800/S3800 19901-W1900 Denison Armory 19901-S2900 19901-W2000 Des Moines Armory 19901-S3000-S30A0-S30S0-S30H0 19901-W2100 Dubuque Armory 19901-S3200 19901-W2200 Dubuque MVSB 19901-S3300 19901-W2700 Eagle Grove Armory 19901-S3400 19901-W3200 Eagle Grove MVSB 19901-S34P0 19901-W32Q0 Estherville Armory 19901-S3500 19901-W3400 Fairfield Armory 19901-S3600 19901-W3500 Fairfield FMS 19901-S3700 19901-W36Q0 Fort Dodge Armory 19901-S380A 19901-W37Q0 Fort Dodge FMS 19901-S4000 19901-W38Q0 Fort Dodge MVSB 19901-S5000 19901-W39Q0 Iowa City Armory Iowa Falls Armory

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Keokuk Armory Knoxville Armory Knoxville MVSB LeMars MVSB Marshalltown Armory Marshalltown MVSB Mason City Armory Mason City FMS Mason City MVSB MASON CITY WASH RACK Middletown Armory Middletown FMS Mount Pleasant Arm Muscatine Armory Oelwein Armory Oskaloosa Armory Ottumwa Armory Perry Armory Red Oak Armory Red Oak FMS Red Oak MVSB Sheldon Armory Sheldon MVSB Shenandoah Armory Sioux City Armory Sioux City FMS Spencer Armory Storm Lake Armory Storm Lake FMS Washington Armory Washington MVSB Waterloo AASF Waterloo ACSTR Waterloo Armory Waterloo FMS Waterloo MVSB III

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- Example Generator Scope of Work INSPECTION Battery & Battery Charger System

• Check battery charger functions • Check connections, termination cleanliness and security • Check electrolyte level • Battery Conductance Test

Fuel System

• Inspect main tank/day tank fuel level • Inspect day tank controls and pumps. Test operate day tank controls(where available) • Inspect all fuel hoses, clamps, pipes, components, and fittings • Inspect governor linkage • Visually inspect rupture/containment basis • Water in fuel test

Engine Cooling System

• Inspect all hoses and clamps for leaks, coolant level and condition • Inspect radiator cap and filler neck condition • Inspect drive belts, observe alignment and deflection • Observe coolant heater operations • Utilize DCA test strip to record coolant properties • Inspect radiator surfaces, shrouds, and barriers for obstruction • Visually inspect low temperature after cooler coolant

Engine & Lubrication System

• Inspect lubrication system • Inspect crankcase ventilation system • Inspect spark ignited ignition system

Intake/Exhaust System

• Inspect air cleaner element and entire intake system • Inspect exhaust system and rain cap • Inspect louver operations

Generator Controls & Power Connections

• Visually inspect all engine mounted wiring, senders, and devices • Visually inspect all control mounted components and wiring • Lamp test all lights and indicators • Visually inspect breaker and power connections • Manually operate generator main breakers open and closed

Generator Operations

• Start and observe generator and equipment operations • Verify engine and generator safeties for proper operation • System test with load

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Automatic or Manual Transfer Switch • Visually Inspect all power and control wiring • Visually inspect switch mechanism and enclosure • Visually inspect controls and time delays settings • Verify function of exercise clock • Replace control battery-annually

Operational & Functional Review of Generator Critical Components and Automatic or Manual Transfer Switch System

• Inspect engine cooling fan & fan drives for excessive wear or shaft wobble • Check all pulleys, belt tensioners, slack adjusters & idler pulleys for travel, wear & overall

condition • Inspect/lubricate drive bearings, gear or belt drives, lovejoy and other shaft connection

hardware • Functional Test by disconnection from grid. • Shall be scheduled 45 days in advance.