THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF ENERGY RESOURCES 100 CAMBRIDGE STREET, SUITE 1020 BOSTON, MA 02114 HTTP://WWW.MASS.GOV/DOER Clean Energy Assessment and Strategic Plan for Massachusetts Military Bases RFR-ENE-2013-022 Amendment #1 ISSUED: MARCH 22, 2013 DEPARTMENT OF ENERGY RESOURCES MARK SYLVIA, COMMISSIONER TABLE OF CONTENTS Issued: March 20, 2013 ......................................................................................................................................................... 1 I. INTRODUCTION AND PURPOSE OF PROCUREMENT ........................................................................................... 5 A. Overview and Goals .................................................................................................................................................. 5 B. Background ...................................................................................................................................................................... 5 C. List of Military Bases ................................................................................................................................................... 6 II. PROCUREMENT CALENDAR:......................................................................................................................................... 8 III. PROCUREMENT AND CONTACT INFORMATION ................................................................................................ 9 A. Type of Procurement: .............................................................................................................................................. 9 B. Use of this Procurement by Single or Multiple Departments: ................................................................. 9 C. RFR Distribution Method: ....................................................................................................................................... 9 D. Total Anticipated Duration of Contract ............................................................................................................ 9 E. Total anticipated Value of Contract .................................................................................................................... 9 F. Questions and Answers: ........................................................................................................................................ 10 G. Prohibition on contact with Massachusetts Military base staff ............................................................ 10 H. Contact Information: .................................................................................................................................................. 11 IV. PERFORMANCE AND CONTRACT SPECIFICATIONS ........................................................................................ 12 A. Project Organization and Respondent’s Role ............................................................................................... 12 B. Scope of Work: .......................................................................................................................................................... 13 Task 1. Base Outreach: Establish Rapport and Collect Information: June to August 2013 ......... 14 Task 2. Assess Clean Energy and Energy Security Technology Options: July to October 2013 . 15 Task 3. Identify Opportunities and Barriers: September to November 2013 ................................... 17 Task 4. Prepare Clean Energy Plans and Proposals/Solicitations: November 2013 to January 2014 ................................................................................................................................................................................... 19 C. Funding Availability, Budgeting Guidelines & Allowable Expenditures ........................................... 20 D. Project Terms: ..................................................................................................................................................... 2120 V. DELIVERABLES, OWNERSHIP, AND CREDIT DUE: ............................................................................................. 22 A. Deliverables: .............................................................................................................................................................. 22 B. Ownership of Deliverables: ..................................................................................................................................... 22 C. Reporting: ....................................................................................................................................................................... 23 D. Invoicing: ........................................................................................................................................................................ 23 E. Required Qualifications:............................................................................................................................................ 23 F. Evaluation Criteria ..................................................................................................................................................... 24 2 Clean Energy Assessment and Strategic Plan for Massachusetts Military Bases – Amendment #1 VI. SUBMISSION REQUIREMENTS ............................................................................................................................ 27 A. Contents of the Proposal Package .......................................................................................................................... 27 B. Description of Proposal Package Components .................................................................................................... 27 C. Withdrawal or Modification of Proposal Package ............................................................................................. 28 VII. EVALUATION AND AWARD ............................................................................................................................... 30 A. Process .......................................................................................................................................................................... 30 B. Respondent Selection and Contract Execution .................................................................................................... 30 VIII. Other Terms: .................................................................................................................................................................. 31 Reporting ........................................................................................................................................................................... 31 Security and confidentiality ......................................................................................................................................... 31 Audit ................................................................................................................................................................................... 31 Appendix A ............................................................................................................................................................................... 32 General Procurement Information ................................................................................................................................. 32 Access to security-sensitive information ................................................................................................................. 32 Alterations ......................................................................................................................................................................... 32 Ownership of Submitted Responses ......................................................................................................................... 32 Prohibitions ....................................................................................................................................................................... 33 Terms and Requirements Pertaining to Awarded Contracts ................................................................................. 33 Commonwealth Tax Exemption ................................................................................................................................ 33 Contractor’s Contact Information .............................................................................................................................. 33 Publicity ............................................................................................................................................................................. 34 Required Specifications ................................................................................................................................................ 34 APPENDIX B Instructions for Execution and Submission of Commonwealth Standard Forms Required for this RFR ............................................................................................................................................................................... 40 Forms located on the Solicitation’s Forms & Terms tab ....................................................................................... 40 Commonwealth Standard Contract Form...............................................................................................................