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Comprehensive Professional Energy Services Blanket Purchase Agreements Angela Lehman Tim Benoit Montrez Nicholson GSA

Comprehensive Professional Energy Services Blanket Purchase Agreements Angela Lehman Tim Benoit Montrez Nicholson GSA EXPO May 2010. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs). Introduction & Opening Remarks

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Comprehensive Professional Energy Services Blanket Purchase Agreements Angela Lehman Tim Benoit Montrez Nicholson GSA

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  1. Comprehensive Professional Energy ServicesBlanket Purchase Agreements Angela Lehman Tim Benoit Montrez Nicholson GSA EXPO May 2010

  2. 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

  3. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) CPES BPAs: Legislative Drivers, Goals & Objectives, Scope & Benefits

  4. 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 4

  5. 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 5

  6. 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 6

  7. 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 7

  8. 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 8

  9. 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. 9

  10. 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 10

  11. 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. 11

  12. 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) 12

  13. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) BPA Scope - Examples

  14. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) ES Legislation Conservation Best Practices Operations & Maintenance LEED Certification 871-203 Training on Energy Management – One of the most difficult obstacles to change is fear of the unknown. CFMH utilized this SIN to train entire Center on Energy Services 871-204 Metering Services – You can’t manage what you can’t measure Electrical Natural Gas Water & Steam Fuel Oil Data collection location and frequency are important. VA NEBC, DoD and many other agencies are common users of metering services

  15. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) 871-205 Energy Program Support Services – Unfortunately, we often get what we ask for. Assistance with Prep ES SOWs Analysis of Utility bills Usage of offering has increased 4-fold over last fiscal year. Many agencies utilizing. 871-206 Building Commissioning – Why don’t things work like they were intended to? HVAC Duct Work Renewable Technologies Day lighting Systems Lighting Controls Increase energy efficiency 5 – 10% GSA - PBS big user of commissioning services.

  16. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) 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. techniques New equip/processes/tech Identify variables that Impact energy usage DoD, the VA and PBS have been heavy users of audit services Perform econ analysis On alternatives 16

  17. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) 871-208 Resource Efficiency Management (REM) – It often pays to bring in outside assistance. Experts In energy & water Efficiency Full-time on-site resources Dedicated energy Managers AF and Navy have utilized REM services offerings. 871-209 Innovations in Energy – Renewable energy provides solutions to Federal agency and to our global environmental problems Solar Wind Biomass Landfill Gas Geothermal The VA, NAVFAC, and AF have been heavy users of renewable energy offerings.

  18. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) 871-210 Water Conservation – GAO estimates that 36 states will suffer some sort of water shortage, even under non-drought conditions by 2013. Restroom/ Domestic 40% Cooling/ Heating 28% Landscaping 22% Other 9% Kitchen 1% SIN usage has grown 12-fold in 2010 and is popular with numerous federal agencies.

  19. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) 871-202 Energy Management Planning and Strategies • Metering • Energy Audits • Energy Consulting Consulting/Auditing/ Energy Mgmt • Prog Supp Svs • ECM Develop • Consulting • Water Conserv • Innovations Concept Development/ Requirements Analysis • Training • ECM Development 4 - Phases Implementation and Change Management • Metering • Commissioning • Training Measurement/ Verification 19

  20. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) BPA Structure, Nuances & Ordering Process 20

  21. 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 21

  22. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : BPA Holders BPA HOLDER’S REGIONAL COVERAGE

  23. 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) 23

  24. 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) 24

  25. 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 25

  26. 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. 26

  27. 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

  28. 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. 28

  29. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) : BPA Structure, Nuances & Ordering & Wrap-Up QUESTIONS???? 29

  30. Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs) Communication Plan: How Are We Getting the Word Out?

  31. 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 31

  32. 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 32

  33. 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 33

  34. 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 34

  35. 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… 35

  36. CPES BPA Holder Kick-Off Meeting

  37. Comprehensive Professional Energy Services (CPES) Blanket Purchase Agreements (BPAs) What’s Next?

  38. CPES BPA: WHAT’S NEXT? CPES BPAs will help your Agency meet its energy management 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 38

  39. 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 Angela.lehman@gsa.gov Ms. E. Montrez Nicholson, CPES BPA Contracting Officer 703-605-2726 Montrez.nicholson@gsa.gov Tim Benoit, 03 FAC Facilities and Maintenance Schedule Subject Matter Expert 816-926-5548 Tim.benoit@gsa.gov 39

  40. 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 40

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