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Federal Acquisition Service U.S. General Services Administration Comprehensive Professional Energy Services Blanket Purchase Agreements Angela Lehman Tim Benoit Montrez Nicholson GSA EXPO May 2010

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Page 1: Federal Acquisition Service U.S. General Services Administration Comprehensive Professional Energy Services Blanket Purchase Agreements Angela Lehman Tim

Federal Acquisition Service

U.S. General Services Administration

Comprehensive Professional Energy ServicesBlanket Purchase Agreements

Angela LehmanTim BenoitMontrez NicholsonGSA EXPO May 2010

Comprehensive Professional Energy ServicesBlanket Purchase Agreements

Angela LehmanTim BenoitMontrez NicholsonGSA EXPO May 2010

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

● Introduction & Opening Remarks

● CPES BPAs – Legislative Drivers, Goals & Objectives, Benefits & Scope

● BPA Structure, Nuances & Ordering Guidelines

● Communication Plan - Getting the Word Out!

● What’s Next?

● Wrap Up and Q&A

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

CPES BPAs: CPES BPAs: Legislative Drivers, Goals & Objectives, Legislative Drivers, Goals & Objectives,

Scope & Benefits Scope & Benefits

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : Legislative Drivers

Energy Policy Act of 2005

Executive Order 13423: Strengthening Federal Environmental, Energy, and Transportation Management - January 2007

Energy Independence & Security Act (EISA) Compliance- December 2007

American Recovery and Reinvestment Act of 2009- February 2009

Executive Order (EO) 13514 : Federal Leadership in Environmental, Energy, and Economic Performance - October 2009

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : Legislative Drivers

Executive Order 13423: Strengthening Federal Environmental, Energy, and Transportation Management

- January 2007

Primary areas of focus include: Improved energy efficiency Use of renewable energy solutions Toxic chemical reduction Recycling Sustainable buildings Water conservation

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : Legislative Drivers

Energy Independence & Security Act (EISA) Compliance- December 2007

Priorities include: Establishment of Federal energy management requirements in areas

such as: – Energy reduction goals; facility management benchmarking;

performance standards for new buildings and major building renovations; OMB reporting; metering & other areas to improve energy efficiency

Establishment of performance standards that will result in measurable energy efficiency performance and reductions of up to 30% between 2006 thru 2015

Metering for natural gas & steam

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : Legislative Drivers

American Recovery and Reinvestment Act of 2009- February 2009

Goals facilitate: The creation of new jobs & efforts to save existing ones A focus on economic activity & investments in long-term growth

areas such as:– Funding for “green initiative projects” & infrastructure

enhancements Energy and water efficiency projects Energy analysis projects Achieving Leadership in Energy and Environmental

Design (LEED) certification for Government facilities Identifying, recommending & implementing renewable

energy solutions Unprecedented levels of accountability and transparency in

Government spending

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : Legislative Drivers

Executive Order (EO) 13514: Federal Leadership in Environmental, Energy, and Economic Performance

- October 2009

Goals Included: Establishment of an integrated strategy moving Federal

Government towards sustainability Priority placed on strategies to ensure reduced Greenhouse

Gas Emissions (GHG) Required the designation of a Senior Sustainability Officer

(SSO) for all agencies Creation of Strategic Sustainability Performance Plans Requirement for Federal Agencies to document GHG

inventories

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Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs) : Goals & Objectives

● Demonstrate the Government’s commitments to converting to high performance green buildings & making the Government more energy efficient.

● Funding for BPA Task Orders flows from the agency with the requirement.

● Give Government Agencies the ability to:- Access a pool of 20 well qualified vendors in the areas of

energy conservation, reduced greenhouse gas emissions, and other energy related services

- Establish a vehicle to support various legislative mandates.

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Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs) : Benefits

CPES BPAs give Agencies the ability to acquire services using a streamlined & fast acquisition process. The CPES BPAs facilitate & support: An expeditious Task Order award process

– Competition takes place exclusively amongst the regional pool of 20 BPA Holders

Any GSA CO or any warranted CO from a Federal agency can place a task order. In this scenario, the Industrial Funding Fee is the only fee that will be applicable for accessing these BPAs

Both services and ancillary products may be acquired using one CPES Task Order. Products may be acquired using

– A FAR 51 Deviation – ODCs

Performance based task orders

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Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs) : Benefits

“Best value” awards– Task Order Source Selection activities remain at the Ordering

Agency level Streamlined acquisitions because GSA provides Ordering Agencies with:

– Past performance information for all BPA Holders. This eliminates the need for Ordering Agencies to distribute and gather past performance questionnaires.

– Predefined metrics & the reporting processes that correspond with ARRA reporting requirements.

– QASP and Quality Control Plan Templates to ensure compliance thus reducing the administrative level of effort required for task order surveillance & risk mitigation efforts.

Task Orders funded by various sources– Sources may include both Recovery Act & Non-Recovery Act

Funds. Scope Reviews and pre-award guidance for agencies who require support

throughout the acquisition lifecycle from the CPES Program Management Office.

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : Scope & SINs

● Foundation of the CPES BPA is primarily the 03 FAC Facilities and Maintenance Multiple Award Schedule

● 003-97 Ancillary Repairs and Alternations - 871-202 Comprehensive Energy Management Solution- 871-203 Energy Management Training- 871-204 Metering Services- 871-205 Energy Program Support Services- 871-206 Building Commissioning Services- 871-207 Energy Audit Services - 871-208 Resource Efficiency Management - 871-209 Innovations in Energy- 871-210 Water Conservation Services- SIN CR799 A (Energy Management Services) under the

00CORP Consolidated Schedule- 800-1000 Other Direct Costs (non mandatory)

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

BPA Scope - ExamplesBPA Scope - Examples

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871-203 Training on Energy Management – One of the most difficult obstacles to change is fear of the unknown.

ES Legislation

CFMH utilized this SIN to train entire Center on Energy Services

Conservation Best Practices

Operations & Maintenance

LEEDCertification

871-204 Metering Services – You can’t manage what you can’t measure

Electrical Natural GasWater & Steam Fuel Oil

Data collection location and frequency are important.VA NEBC, DoD and many other agencies are common users of metering services

Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

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871-205 Energy Program Support Services – Unfortunately, we often get what we ask for.

Usage of offering has increased 4-fold over last fiscal year. Many agencies utilizing.

Analysis ofUtility bills

Assistance with Prep ES SOWs

871-206 Building Commissioning – Why don’t things work like they were intended to?

HVAC Duct Work Renewable

TechnologiesDay lighting

Systems

Increase energy efficiency 5 – 10%GSA - PBS big user of commissioning services.

LightingControls

Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

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871-207 Energy Audit Services: Audits are often a first and critical step towards improved energy efficiency.

Identify types/costs of energy use

Understand how energy is being used

Identify: Improved op. techniquesNew equip/processes/tech

Identify variables thatImpact energy usageDoD, the VA and PBS have been heavy users

of audit services

Perform econ analysis On alternatives

Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

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871-208 Resource Efficiency Management (REM) – It often pays to bring in outside assistance.

AF and Navy have utilized REM services offerings.

Full-time on-siteresources

Dedicated energyManagers

871-209 Innovations in Energy – Renewable energy provides solutions to Federal agency and to

our global environmental problems

Solar Wind Biomass Landfill Gas

The VA, NAVFAC, and AF have been heavy users of renewable energy offerings.

Geothermal

ExpertsIn energy & water

Efficiency

Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

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871-210 Water Conservation – GAO estimates that 36 states will suffer some sort of water shortage, even under non-drought conditions by 2013.

SIN usage has grown 12-fold in 2010 and is popular with numerous federal agencies.

Landscaping22%

Restroom/Domestic

40%

Cooling/Heating

28%

Other 9%

Kitchen1%

Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

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871-202 Energy Management Planning and Strategies

Consulting/Auditing/Energy Mgmt

Concept Development/Requirements Analysis

Implementation and Change Management

Measurement/Verification

• Metering•Energy Audits•Energy Consulting

•Prog Supp Svs•ECM Develop•Consulting•Water Conserv•Innovations

•Training•ECM Development

•Metering•Commissioning•Training

Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

BPA Structure, Nuances & Ordering BPA Structure, Nuances & Ordering ProcessProcess

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Performance Based 20 BPAs were established regionally. Government has pre-defined, built in metrics and reporting

requirements (addt’l requirements may be added at the task order level).

Included the ability to “on & off-ramp” vendors. BPA Holders can earn the ability to perform service for an

additional “option year” based on a predefined reporting and metrics collection process.

Any GSA Contracting Officer (CO) or any warranted CO from a Federal agency can place a task order.

Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs) :

Structure & Nuances

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BPA HOLDER’S REGIONAL COVERAGEBPA HOLDER INDIVIDUAL/TEAM REGIONAL COVERAGE

AMEC Earth and Environmental Individual All Regions

Ameresco Federal Solutions, Inc. Individual All Regions

Michael Baker, Jr. Inc. Individual All Regions

Boreal Energy Services Team Team All Regions

Constellation Energy Individual All Regions

DEI Consulting/DEI Engineering Individual All Regions

Ecology and Environment, Inc. Team All Regions

Emcor Energy Services Individual All Regions

Engineering Economics, Inc. Individual 6,8,10

Enviro-Management & Research Team All Regions

Geo-Marine,Inc. Team All Regions

Novi Energy, LLC Team All Regions

Sain Engineering Associates Individual All Regions

Stearns, Conrad and Schmidt Engineering Individual All Regions

Shaw Environmental and Infrastructure, Inc. Individual All Regions

Steven Winter Associates Team 1,2,3,11

TEC, Inc. Individual All Regions

Tetra Tech EM, Inc. Individual All Regions

Versar, Inc. Individual 1,2,3,4,5,8,9,10,11

Working Buildings Team 3,4,7

Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : BPA Holders

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) :

Number of BPA Holders/ Region

● 18 - New England Region (headquartered in Boston, MA)● 18 - Northeast and Caribbean Region (headquartered in New York, NY) ● 19 - Mid-Atlantic Region (headquartered in Philadelphia, PA) ● 18 - Southeast Region (headquartered in Atlanta, GA)● 17 - Great Lakes Region (headquartered in Chicago, IL)● 17 - Heartland Region (headquartered in Kansas City, MO)● 17 - Greater Southwest Region (headquartered in Fort Worth, TX)● 18 - Rocky Mountain Region (headquartered in Denver, CO)● 17 - Pacific Rim Region (headquartered in San Francisco, CA)● 18 - Northwest/Arctic Region (headquartered in Auburn, WA)● 18 - National Capital Region/Central Office (DC Metro area, including Washington, DC; Maryland-Montgomery and Prince George's counties)

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : Period of

Performance

The estimated period of performance is provided below, though the dates are subject to change based on date of BPA establishment.

 

Base Year: December 31, 2009 through December 31, 2010

 

Option Year 1: January 1, 2011 – December 31, 2011

Option Year 2: January 1, 2012 December 31, 2012

Option Year 3: January 1, 2013 – December 31, 2013

(optional based on performance)

Option Year 4: January 1, 2014 – December 31, 2014

(optional based on performance)

 

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : Period of

Performance

● Maximum Five (5) Years- Base year and two 1 year option periods- Earn two additional 1 year option periods based on

performance- Performance Metrics used

▪ To cancel under-performing contractors▪ Incentivize high-performing contractors▪ Ensures Compliance with Recovery Act▪ Quarterly Reports▪ FederalReporting.gov▪ Supports “on-ramp” & “off – ramp” decisions▪ Encourages Accountability and Transparency

● BPAs will not extend beyond the final expiration of the Contractor’s MAS for these services

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : FAR Deviation

● Far 51 Deviation- BPA Holders can access and order from other FSS and Global

Supply Programs.- Orders will be limited to the ordering procedures for supplies

and services not requiring SOW.

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) :

Period of Performance Seven Easy Steps For Order Placement

Scope Determination Prepare Performance-Based SOW Prepare RFQ Issue RFQ Evaluation Award Task Order Administration

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) :

Ordering Procedures

● Orders at or below micro purchase threshold, can place order directly with any BPA Holder in region;

● Orders above $3000 up to $100K send quote or SOW and evaluation criteria to at least three BPA Holders in region;

● Orders above $100K send quote, SOW and evaluation criteria to more than three BPA Holders in region;

● RFQs may be distributed via eBuy or Email.

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : BPA Structure,

Nuances & Ordering & Wrap-Up

QUESTIONS????QUESTIONS????

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Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs)

Communication Plan: Communication Plan: How Are We Getting the Word Out?How Are We Getting the Word Out?

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) :

Role of the Program Management Office (PMO)

Goals of the CPES PMO: To be the Agencies & Industry focal point for information Address your concerns by funneling questions to the appropriate

GSA Subject Matter Experts (SMEs) Walk you through the seven easy steps for placing orders Provide past performance information Collect and analyze reporting and metrics information

SMEs Include: Program Manager Contracting Officer 03 FAC Facilities Maintenance and Management Scope BMD Customer Relationship Management Division (CSDs) Office of Acquisition Management Energy Experts from Other Government Agencies

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) :

Communication Plan Originates from the CPES PMO

Four C’s To Success:

● Coordination – Organized Information Flow

● Communications – Follow Up Is Critical; What’s Working Well? What are Your Concerns?

● Consistent Messages – Accurate Information

● Collaboration – Work as a Cohesive, Cross Government Team

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) :

Communication Plan

● Printed Materials● Collaboration● Forums● Web Page

More to come in the future:● Webinars● Focus Groups● More Collaboration

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Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs) : Communication

Plan Collaboration

CEQ/OFEE– Communications with Senior Levels and Federal Senior

Sustainability Officers

DOE – Presentation for the DOE Sponsored Interagency Energy

Working Group

PBS– Met with Regional Procurement Officers and Small Project

PMs

Scope Reviews & Awareness Sessions – With Various Government Agencies

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Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs) : Communication

Plan-CPES BPA Web Portal

www.gsa.gov/energyservicesbpa

Links to:

FSSI, Press Release, BPA Holder Names, GSA Regions, BPA Details, BPA Advantages, eBuy, Ordering Steps

More to come in the future…- Performance Monitoring & Metrics- Detailed Ordering Guide- QASP Template- COTR checklist- FAQs- Success Stories- and more…

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CPES BPA Holder Kick-Off Meeting

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs)

What’s Next?What’s Next?

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CPES BPA: WHAT’S NEXT?CPES BPA: WHAT’S NEXT?

CPES BPAs will help your Agency meet its energymanagement goals using seven easy steps !!!

CPES PMO is committed to:● Performing targeted efforts to make sure Agencies

know how to access the CPES BPAs● Providing Agencies with supporting, informative,

and time saving documents● Supporting formal scope reviews● Participating in industry forums for public

awareness and collaboration purposes

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) :

Questions?

See www.gsa.gov/energyservicesbpa

Or Contact:

Ms. Angela Lehman, CPES BPA Program Manager

703-605-9541

[email protected]

Ms. E. Montrez Nicholson, CPES BPA Contracting Officer

703-605-2726

[email protected]

Tim Benoit, 03 FAC Facilities and Maintenance Schedule

Subject Matter Expert

816-926-5548

[email protected]

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Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs):

BPA Holders

- Ameresco Federal Solutions, Inc.- AMEC Earth & Environmental, Inc.- Michael Baker Jr., Inc. - Boreal Energy Services Team (BESTeam)-CTA = LPB Energy Mgmt & Farnsworth Group - Constellation Energy- DEI Consulting- EMCOR Energy Services- Ecology and Environment, Inc. Team – CTA = Boreal Renewable Energy Development; Farnsworth Group, - Enviro-Management Research Team – CTA = Alliance Environmental LLC- Engineering Economics, Inc. (EEI)- Geo Marine, Inc.- NOVI Team – CTA = Science Applications International Corporation- SAIN Engineering Associates, Inc.- Stearns, Conrad, Schmidt Consulting Engineers, Inc. (SCS)- Shaw Environmental & Infrastructure, Inc.- Steven Winter Associates, Inc. Team – CTA = Alliance Environmental LLC- TEC Inc.- TETRA TEC- Versar, Inc. - Working Buildings, LLC Team = CTA = Willdan Energy Solutions