2.0 TECHNICAL SERVICES REQUIRED

2.1 Tasks. The Contract Employee will perform the tasks as identified in the following paragraphs.

2.1.1 Task 1. Develop installation energy savings plan and associated implementation strategy. The Contract Employee shall develop, with the installation senior management, a site-specific installation energy savings plan and an implementation strategy to execute the approved plan. The REM shall recommend policies to establish the installation energy savings plan, which shall comply with the appropriate Federal Executive Orders and Regulations. The outcome of this effort is the elimination of unnecessary energy use and cost and environmental degradation. The recommendation shall include incentive programs to motivate installation personnel to reduce energy. The Contract Employee will be responsible for the development, refinement and implementation of the energy strategic plan. The plan will identify a long-range energy strategy, which encompasses fulfilling the mission needs while accommodating the comfort and well being of the installation personnel. The plan will consider a five-year implementation strategy. The plan shall clearly identify projects to be implemented, prioritization of projects, anticipated time of implementation, and a strategy for the implementation. The strategy will address, but not be limited to, recommend acquisition strategies such as military construction funding, direct operation and maintenance funding, utility modernization funds, Energy Savings Performance Contracts (ESPC), utility company incentives, Demand Side Management (DSM) contracts, privatization, Energy Conservation Investment Program (ECIP), various Department of Energy funding mechanisms, potential grant money, and other opportunities from available sources.

2.1.2 Task 2: Develop an Energy Awareness Program. The Contract Employee shall develop and sustain a comprehensive Energy Awareness program, which encompasses training, publicity, and incentives. The program shall include: training for building energy coordinators; training for family housing occupants; outline methods of information transfer on energy topics; success stories; helpful conservation tips; and a frame work for recognizing notable accomplishments of installation personnel in energy and water conservation. The Contract Employee shall help plan and carry out continual energy awareness activities and implement an energy suggestion program. The Contract Employee shall prepare an annual energy report, and nominations for energy awards from higher headquarters.

2.1.3 Task 3: Energy Accounting and Rate Analysis. The Contract Employee shall maintain a current database of water, sewage, electricity, natural gas, and fossil fuels on a monthly basis. The database shall clearly indicate the consumption, demand, and all associated costs of the commodities. The Contract Employee shall use this database to input the required information into the Army Energy and Water Reporting System (AEWRS). The Contract Employee shall investigate various purchasing options for the indicated utilities and make cost savings recommendations to lower the cost of delivered utilities. The Contract Employee shall use information management systems, spreadsheets, meter and billing databases, and expertise to identify and help correct anomalies in facility energy use. Anomalies may include unexplained electric demand spikes, deviations from recent and last year's consumption patterns, unusual load curves, unusually high-energy use per square foot and similar indicators. The Contract Employee shall work with installation personnel to field check, diagnose such problems, and determine energy cost savings that can be realized upon correction. This effort shall be coordinated with ongoing ESPC and/or DSM activities to prevent the duplication of effort. In many cases, the Contract Employee may be able to correct the problem at no cost or, if authorized, with low-cost measures. The Contract Employee shall clearly document the savings associated with the measures. The method of determining the savings shall be subject to the approval of the Contracting Officer and the Installation Representative. In other cases, the Contract Employee shall refer more complex problems and recommended corrective actions to the Contracting Officer and Installation Representative.

2.1.4 Task 4: Energy Audits and Project Development. The Contract Employee shall continually investigate energy cost saving opportunities at the installation. The goal of the investigations should be to identify and recommend energy projects, programs, and initiatives. The Contract Employee should consider upgrading equipment, replacing equipment, revising maintenance practices, optimizing facility operations, or other means to minimize utility costs. The Contract Employee shall prepare project implementation packages including energy audits and any required energy analysis using spreadsheets and energy accounting software to document energy savings and perform an economic analysis for proposed energy efficiency measures. The Contract Employee shall coordinate this effort with any ongoing ESPC or DSM activity to prevent the duplication of effort. The Contracting Officer and the Installation Representative shall approve the method of identifying the savings. The Contract Employee shall support repair and construction activities including providing design review; project management support construction coordination and oversight; and other support activities to ensure that energy efficient measures are incorporated into new construction repair and renovation projects.

2.1.5 Task 5: Support for ESPC, DSM, Utility Privatization, UESC, and other potential energy programs. The Contract Employee shall investigate financial options for implementing energy projects available through ESPC, DSM, utility privatization, UESC, and other programs. When these programs are utilized at an installation, the Contract Employee shall provide the required coordination between the Government and the other parties. This coordination shall include, but not be limited to:

(a). Assimilating data, such as utility bills, consumption data, facility drawings, etc.

(b). Reviewing and coordinating site surveys, feasibility studies, designs, proposals, shop drawings, project close out documentation, measurement and verification reports, invoices and payments, maintenance procedures, and other documentation prepared by other Contract Employees.

(c). Serving as the primary point of contact between the Installation Representative and the appropriate contracting agency Contracting Officer or Contracting Officer's Representative (COR) for the ESPC, DSM, utility privatization, UESC, or other energy contract.

2.1.6 Task 6: Apply for rebates and grants to help implement energy projects and maximize the return to the Government. The Contract Employee shall continually investigate utility company rebates, utility company incentives, miscellaneous grants, and other available funds that may exist for energy projects and programs. The Contract Employee shall prepare the appropriate applications required for the various rebates, incentives, and funds for Government submission, unless others prepare the application as part of an ESPC or utility privatization project. For ESPC and utility privatization projects, the Contract Employee shall assist in the collection of data for the available rebates or grants. The rebates and grants shall become the property of the Government. The Government shall determine how the funds will be used.

2.1.7 Task 7.0 Additional Services. The Contracting Officer may request the following additional services through a modification:

a. ESPC/DSM/ or Utility Privatization efforts. These additional services include, but are not limited to:

1) Quality Assurance (QA) to insure that the contractual requirements of other parties are met during all phases of projects.

2) Preparation of daily reports.

3) Witnessing any testing, metering, or verification required for baseline developments.

4) Witnessing any testing metering, or verification required for actual energy consumption during the term of the various contracts.

Monitoring maintenance efforts to insure that the contractual requirements are met!

Attendance of Government Energy Conferences! The Contract Employee shall attend at least one or two conferences annually in support of the garrison's energy goals and strategic energy management plans.

2.2 Contract Employee's Organization. The Contract Employee will provide a REM and will provide technical and management resources in support of the REM to insure the tasks are executed as effectively as possible. The seniority and classification of the REM shall be appropriate to the complexity of the task and the installation's utility budget. The REM shall be located at the installation during all normal working hours, unless otherwise indicated by the Contracting Officer. The REM will be a Certified Energy Manager (CEM). Additionally, the Contract Employee shall provide a Project Manager to serve as the supervisor and technical resource on an as needed basis for the REM.

It is anticipated that the Project Manager will be located at Fort Shafter. Both the REM and Project Manager should have Army specific experience. The Contract Employee's REM organization should include lower level field support as appropriate and needed for direct assistance to the on- site REM.

2.3 Expertise. The Contract Employee is responsible for providing REM personnel having expertise in the following areas:

2.3.1 The Contract Employee (REM) shall have a thorough understanding of load profile data presentation and manipulation. AWERS is official web-base system for water and energy reporting, and REM will be required to register for access and with system as required.

2.3.2 The Contract Employee (REM) shall have a thorough understanding of potential utility rates that may be encountered at each site.

2.3.3 The Contract Employee (REM) shall have a minimum of 5 years of experience within the last 7 years in the actual execution of energy accounting, utility rate analysis, energy audits, and energy project development. The expertise should be based on the actual performance of the detailed tasks instead of simply functioning in a management role. Must acquire a CEM within one (1) year from start date!

2.3.4 The Contract Employee (REM) shall have a minimum of 5 years of experience within the last 7 years in providing technical resources and management of energy related services related to work that is similar to the tasks that are identified within this scope of work.

2.3.5 The Contract Employee (REM) shall have working knowledge in utilizing the Microsoft Office suite of products including Excel, PowerPoint, Word, Project, and Access to analyze energy usage data and present results of findings and proposals for cost-effective solutions. The Contract Employee should have proficiency in utilizing Acrobat TM software for converting documents to electronic format. Proficiency in IBM compatible PC, related peripherals, and operating system enhancements is required for all performers assigned to this Task.

2.3.6 The Contract Employee (REM) should have working knowledge in various energy estimating software packages such as but not limited to Trane Trace, DOE II, and other energy simulation software.

2.3.7 The Contract Employee (REM) shall have working knowledge in documenting and monitoring maintenance.

2.3.8 The Contract Employee (REM) should have working knowledge in various construction techniques and procedures for energy related projects including but not limited to: lighting systems; electrical systems; heating, ventilation, and air conditioning systems; control systems; energy distribution systems (chilled water, steam, and hot water); and plumbing systems.

2.3.9 The Contract Employee (REM) should have working knowledge in the use of BIN, heating degree-days, and other simplified methods of energy simulation calculations.

2.3.10 The Contract Employee (REM) shall have working knowledge of executive orders, ESPC legislation, DSM legislation, utility privatization legislation, and other energy legislation and regulations related to the Army's energy program.

2.3.11 The Contract Employee (REM) shall maintain a working knowledge of current energy related topics through organizations such as American Society of Heating, Refrigeration and Air Conditioning Engineers (ASHRAE), the Association of Energy Engineers, and other organizations.

2.3.12 The Contract Employee (REM) should have a thorough understanding of the Army's ESPC program including but not limited to the Department of Energy (DOE) ESPC guidance, DOE's measurement and verification protocols, the International Measurement and Verification Protocols, ASHRAE's measurement and verification procedures, CEHNC's area wide ESPC contracts, and DOE's super ESPC contracts.

2.4 Citizenship/Clearances. The Contract Employee must be U. S. citizens and must be able to pass a National Agency Check with Local Agency Check (NACI). The Intelligence and Security Office at US Army Garrison, Hawaii will process the Contract Employee's request for a NACI (SF-85P) during in-processing of all Contract Employee personnel.

2.5 Privacy Act. Work on these tasks does not require that personnel have access to information governed by the "Right to Privacy Act".

3.0 DELIVERABLES

The Contract Employee shall submit 3 copies of each deliverable to the corporate office for delivery to the Contracting Officer. Deliverables will be as follows:

3.1 Installation Energy Savings Plan and associated Implementation Strategy. The Contract Employee shall submit the energy savings plan and associated implementation plan in accordance with Task 1 within 90 days of issuance of the award of the contract. Updates to this documentation shall be provided on an as needed basis to insure that it is kept current.

3.2 Energy Awareness Program. The Contract Employee shall develop and sustain a comprehensive Energy Awareness Program as required by Task 2. The contract shall prepare an annual energy report, and nominations for energy awards from higher headquarters.

3.3 Energy Accounting Database. The Contract Employee shall provide documentation for the energy accounting database as required by Task 3 within 90 days of issuance of the award of the contract. This information shall be updated and submitted each month thereafter with the monthly report for the duration of this contract.

3.4 Energy Audits and Project Development Documentation. The Contract Employee shall submit audits and project development documentation as required by Task 4. It should be noted that one of the primary goals of REM is to facilitate the implementation of projects. Therefore, this documentation should be submitted at least quarterly to demonstrate project implementation. The documentation should include project descriptions, energy related cost savings, supporting calculations, method of implementation, utilization of available incentives, impact to the installation, and all rationale associated with the project.

3.5 ESPC/DSM/Utility Privatization Comments and Related Data. The Contract Employee shall provide ESPC, DSM, and utility privatization comments and related data as required in Task 5 on an as needed basis.

3.6 Rebate and Grant Applications. The Contract Employee shall provide a copy of the rebate and grant applications with all supporting rationale. This information shall be provided to the Installation Representative and Contracting Officer for approval prior to submission of a formal application to the required organization that is supplying the rebate or grant.

3.7 Training Material. The Contract Employee shall prepare training presentations, briefings, reports, articles, correspondence and other work products as appropriate to successfully implement the REM activities as identified in the various tasks.

3.8 Detailed Presentations and Reports. The Contract Employee shall prepare detailed presentations and reports concerning energy activities as needed. The Contract Employee shall also participate in or present briefings related to energy activities.

3.9 Monthly Reports. The Contract Employee shall submit a report each month that clearly documents all work performed under this Performance Work Statement. The monthly status report shall be submitted by the 10th of each month. The report shall be submitted by e-mail to the KO with copies furnished to the PM, Fort Shafter, and IMCOM-Pacific. The report shall include a summary of all work including, but not limited to: A monthly manpower assessment report; an energy savings summary sheet that shows the savings generated by each implemented project on a monthly basis; energy awareness activities; award nominations, proposed incentive awards; utility rate analyses, energy audits performed; ESPC/DSM/Utility Privatization activities and information required in Task 6; documentation of anticipated viable energy and other savings generated as a result of the REM activities; identification of all potential rebates and grants; identification of all recommended energy and water savings opportunities; a summary of work that is anticipated to be needed within the next month; and a lessons learned section including recommendation to enhance the REM process. A suggested general format spreadsheet (see attached example) to recap project submittals shall be supplied to consolidate information and justify ongoing activities.