Angela Lehman, CPES PM Tim Benoit, 03 FAC May 2011

1. Achieving Success Using the Comprehensive Professional Energy Services (CPES)Blanket Purchase Agreements (BPAs) Angela Lehman, CPES PM Tim Benoit, 03 FAC May 2011

2. Agenda • PMO Role • CPES Scope • CPES BPA Holders • Success Stories • Summary 2

3. Executive Orders and Regulations • Executive Order 13514 (Oct 2009) • American Recovery and Reinvestment Act of 2009 (Feb 2009) • Executive Order 13423 (Jan 2007) • Green purchasing is prevalent throughout the FAR: • Part 4, Administrative Matters • Part 7, Acquisition Planning • Part 8, Required Sources of Supplies and Services • Part 10, Market Research • FAR Part 11, Describing Agency Needs • FAR Part 12, Acquisition of Commercial Items • FAR Part 23… 3

4. CPES Benefits • CPES BPAs offer Federal Agencies the ability to acquire innovative solutions in the areas of energy audits, recommissioning services, energy conservation, and other energy management services • A streamlined acquisition process exists • 21 qualified vendors were selected • Most BPA Holders provide services nationwide via one task order 4 4

5. CPES Benefits When Acquiring Energy Solutions • No BPA level fees • Agencies may use their own Contracting Officers and Acquisition staff 5

6. CPES PMO Benefits • Incorporates information sharing to promote the transparency of data & streamlined acquisitions • Past performance information for all BPA Holders is compiled and is distributed to Ordering Officials thus eliminating the need for Ordering Agencies to distribute and gather past performance questionnaires. • Competition takes place exclusively amongst the regional pool of BPA Holders. 6 6

7. CPES PMO Benefits (Continued) • Information sharing to promote the transparency of data & streamlined acquisitions. • QASP and Quality Control Plan Templates have been created to ensure compliance thus reducing the administrative level of effort required for task order surveillance & risk mitigation efforts. • Sample SOW documents, reporting fields, and evaluation criteria can are available • Pre-Award support from the CPES PMO and various subject matter experts from GSA. 7 7

8. CPES BPAs - Scope • Services included within the CPES Scope Are: • Level 1, 2, and 3 Audits • Ancillary Services • Programmatic Assessments • Minor Repairs & Alterations • Building Commissioning & Retrocommissioning Services • REM expertise and more! • CPES Special Item Numbers (SINs) • Primarily from the 03 FAC Facilities and Maintenance Multiple Award Schedule 8 8

9. CPES SINS • 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 • 871-211 Energy Consulting Services • SIN CR799 A (Energy Management Services) under the 00CORP Consolidated Schedule • 871-100 Ancillary Supplies and/or Services 9 9

10. Metering Services • Install meters and software to track real time data on energy consumption of a facility, building or equipment • Gas, electric, steam and water 10

11. EPACT 2005 - Metering by 2012 Project Life Cycle – 253 Days Recovery Money? (yes/no) SIN 871-204 (Advance Metering) Agency – Department of Veteran Affairs, National Business Center Great Lakes Region 5 (10 Facilities) 11 11

12. Energy Audit Services Audits ranging from cursory to comprehensive Energy analysis, data collection, benchmarking and the identification of energy conservation measures Development, execution and reporting of audit plans Resource Efficiency Management Onsite analysis of current operation, equipment and energy purchasing patterns 12

13. EISA 2007 – Energy Audits Project Life Cycle – 120 Days Recovery Money? (yes/no) SIN 871-207 (Energy Audits) Agency – Public Building Services (PBS) Locations – Rocky Mountain Region 8 (10 Facilities) 13 13

14. EISA 2007 – Energy Audits Project Life Cycle – 365 Days Recovery Money? (yes/no) SIN 871-208 (Resource Efficiency Management) Agency – Department of Homeland Security (ICE) Northeast and Caribbean Region 2, Southeast, Region 4, Great Lakes Region 5, Greater Southwest Region 7, Pacific Rim Region 9 (13 Facilities) 14 14

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19. CPES Success Stories • Scope Reviews and/or Agency Meetings: • GSA Public Building Services – Metering Services & Energy Audits • Architect of the Capitol – Energy Management Support • Department of Homeland Security – Energy & Water Audits • Department of Fish and Wildlife - Audits • VA NEBC – Advanced Metering • US Coast Guard – Advanced Metering Service • US Fish and Wildlife • Dept of Defense 19

20. CPES PMO – Documentation Support Evaluation Criteria Past Performance Compilation SOW Repository & RFI Support Quality Assurance Surveillance Plan Performance Metrics Quarterly Customer Satisfaction Data Collection Quality Control Plan

21. Summary • CPES BPA can help you achieve your Agency’s goals • CPES PMO can provide you with acquisition best practices and templates • Agencies can access the CPES BPA, at no cost and maintain “control” over the acquisition • Questions or Concerns • Next Steps 21