Energy Services

General Services Administration

Federal Acquisition Service

Authorized Federal Supply
Schedule Price List

Energy Services

Schedule 03FAC

Contract Number: GS-10F-0203S

Contract Period: March 29, 2006
through March 28, 2011
with Three 5-Year Option Periods
March 29, 2011 through March 28, 2026

Heery International, Inc.
Franklin Court
1099 14th Street, NW, Suite 101
Washington, DC 20005

Contract Administrator:
Pat DiDonato, Senior Associate
fss@heery.com

Telephone: 202-463-8200
Fax:: 202-463-8264
www.heery.com

Business Size: Large

TABLE OF CONTENTS

Special Item Numbers Awarded
Maximum Order Threshold
Minimum Order
Geographic Coverage
Primary Points of Production
Discount From List Prices
Other Discounts
Prompt Payment Terms
Government Purchase Cards
Ordering Addresses
Payment Address
Export Packing Charges
Terms & Conditions of the Government Purchase Card
Year 2000 (Y2K) Compliance
Environmental Attributes
Data Universal Number System (DUNS) Number
Central Contractor Registration
Tax Identification Number

Introduction to Heery International

Ordering Procedures

Authorized Users of this Schedule
Using Schedules
Ordering Procedures
Special Provisions for Task Orders
Ordering Requirements Exceeding the Maximum Order

Energy Services

SIN 871-202 Energy Management Planning and Strategies
SIN 871-203 Training on Energy Management
SIN 871-204 Metering Services
SIN 871-205 Energy Program Support Services
SIN 871-206 Building Commissioning Services
SIN 871-207 Energy Audit Services
SIN 871-208 Resource Efficiency Management (REM)
SIN 871-209 Innovations in Energy
SIN 871-210 Water Conservation
SIN 871-299 Introduction of New Services

Labor Category Definitions

1. Special Item Numbers Awarded:

Special Item Numbers	Description	Page
871-202	Energy Management Planning and Strategies	13
871-203	Training on Energy Management	13
871-204	Metering Services	13
871-205	Energy Program Support Services	14
871-206	Building Commissioning Services	14
871-207	Energy Audit Services	14
871-208	Resource Efficiency Management (REM)	14
871-209	Innovations in Energy	15
871-210	Water Conservation	15
871-299	Introduction of New Services	15

2. Maximum Order Threshold:
		The maximum order threshold value per order is $1,000,000. Orders may be placed above this threshold in accordance with FAR 8.404. Please refer to page 10

3. Minimum Order:

The minimum dollar value per order is $100.

4. Geographic Coverage:
		Worldwide

5. Primary Points of Production:

Heery International, Inc. Franklin Court 1099 14th Street, NW, Suite 101 Washington, DC 20005 202-463-8200	Heery International, Inc. 999 Peachtree Street,NE Atlanta, GA 30367-5401 404-881-9880
Heery International, Inc. 100 East Pratt Street Suite 2410 Baltimore, MD 21202 410-685-7400	Heery International, Inc 1326 Fifth Avenue 8th Floor Seattle, WA 98101 206-587-0473
Heery International, Inc. Terminal Tower Suite 2175, 50 Public Square Cleveland, OH 44113 216-781-1313	Heery International, Inc. 1180 Iron Point Road Suite 160 Folsom, CA 95630 916-608-2303

6. Discount From List Prices:
		Prices Shown Herein are Net (discount deducted). They also include the GSA Industrial Funding Fee (IFF) of which .75% is to be forwarded by Heery to GSA quarterly.

7. Other Discounts:
		No other discounts are available in this Price List.

8. Prompt Payment Terms:
		Payment terms are Net 30 days.

9. Government Purchase Cards:
		Government Purchase Cards are accepted below the micropurchase threshold.

10. Ordering Addresses:

Heery International, Inc. Franklin Court 1099 14th Street, NW, Suite 101 Washington, DC 20005 202-463-8200	Heery International, Inc. 999 Peachtree Street,NE Atlanta, GA 30367-5401 404-881-9880
Heery International, Inc. 100 East Pratt Street Suite 2410 Baltimore, MD 21202 410-685-7400	Heery International, Inc 1326 Fifth Avenue 8th Floor Seattle, WA 98101 206-587-0473
Heery International, Inc. Terminal Tower Suite 2175, 50 Public Square Cleveland, OH 44113 216-781-1313	Heery International, Inc. 1180 Iron Point Road Suite 160 Folsom, CA 95630 916-608-2303

11. Payment Address:
		Heery International, Inc 100 E. Pratt Street, Suite 2410 Baltimore, MD 21202 Attn: Ms. Vivian Kahoe

12. Export Packing Charges:
		Are not applicable to this contract.

13. Terms & Conditions of the Government Purchase Card (above micro):
		At this time, the Government Purchase Card is not accepted above the micropurchase level.

14. Year 2000 (Y2K) Compliance:
		a. As used in this clause, “Year 2000 compliant” means, with respect to information technology, that the information technology accurately processes date/time data (including, but not limited to, calculating, comparing and sequencing) from, into, and between the twentieth and twenty-first centuries, and the years 1999 and 2000, and leap year calculations, to the extent that other information technology used in combination with the information technology being acquired, properly exchanges date/time data with it.
		b. Heery shall warrant that each hardware, software, and firmware product delivered under this contract shall be able to accurately process date time data (including, but not limited to, calculating, comparing, and sequencing) from, into, and between the twentieth and twenty-first centuries, including leap year calculations, when used in accordance with the product documentation provided by Heery, provided that all products (e.g. hardware, software, firmware) used in combination with products properly exchange date time data with it. If the contract requires that specific listed products must perform as a system in accordance with the foregoing warranty, then that warranty shall apply to those products as a system. The duration of this warranty and the remedies available under this warranty shall include repair or replacement of any product whose non-compliance is discovered and made known to Heery in writing within ninety (90) days after acceptance (installation is considered acceptance). Heery may offer an extended warranty to the Government to include repair or replacement of any product whose non-compliance is discovered and made known to Heery in writing at any time prior to June 1, 2000, or for a period of 6 months following acceptance (installation is considered acceptance) whichever is later. Nothing in this warranty shall be construed to limit any rights or remedies the Government may otherwise have under this contract with respect to defects other than Year 2000 performance.

15. Environmental Attributes:
		Not applicable to Energy Services.

16. Data Universal Number System (DUNS) number:
		045811809

17. Central Contractor Registration:
		Heery International is registered in the CCR database. Our registration number is the same as our DUNS number listed above.

18. Tax Identification Number:
		58-082-7954

HEERY INTERNATIONAL, INC.

History

For over 50 years, Heery International has been the one-source solution for federal agencies’ needs on their design and construction programs, helping to increase control of projects and optimize staff efforts. Heery has provided expertise and resources to more than 30 federal agencies throughout the United States and on government installations abroad. As an advocate of the Government, Heery becomes an extension of the agency’s staff.

Heery’s cost-effective services range from establishing criteria, programming, planning and design through program and construction management to move-in, maintainability and operating efficiency – everything your busy government agency needs to get a project from concept to the drawing board, the dedication ceremony and beyond. Heery’s professional staff have the most advanced resources at their disposal. Enhancing communications with our clients, Heery’s computer system links 35 US offices and five international offices.

Heery International, Inc. is a full-service design and construction firm with more than 1,000 employees located in offices throughout the United States and in Europe.

Created in 1952, Heery is ranked annually among the top professional services firms by industry publications such as Engineering News Record and Building Design and Construction.

Heery International provides five primary services including program management services, engineering services, architectural and interior design services, and construction management (at-risk) services.

However, under this FSS contract, Heery cannot provide for construction or architectural design services. Please contact Heery’s Contract Administration, Pat DiDonato at (202) 463-8200 for possible other means available to satisfy your needs in these areas.

Authorized users of this Schedule:
		Executive agencies; other Federal agencies, mixed-ownership Government corporations, and the District of Columbia; Government contractors authorized in writing by a Federal agency pursuant to 48 CFR 51.1; and other activities and organizations authorized by statute or regulation to use GSA as a source of supply. An authorized user of this Schedule may directly issue a task order to obtain services under this contract.

Using Schedules:
		General: Orders placed pursuant to a Multiple Award Schedule (MAS), using the procedures in this subpart, are considered to be issued pursuant to full and open competition. Therefore, when placing orders under Federal Supply Schedules, ordering offices need not seek further competition, synopsize the requirement, make a separate determination of fair and reasonable pricing, or consider small business programs. GSA has already determined the prices of items under schedule contracts to be fair and reasonable. By placing an order against a schedule using the procedures in this section, the ordering office has concluded that the order represents the best value and results in the lowest overall cost alternative (considering price, special features, administrative costs, etc.) to meet the Government’s needs. (Extract of FAR 8.404)

Ordering Procedures; services priced on GSA Schedules at hourly rates.

FAR 8.402 contemplates that GSA may occasionally find it necessary to establish special ordering procedures for individual Federal Supply Schedules or for some Special Item Numbers (SINs) within a Schedule. GSA has established special ordering procedures for services that are priced on Schedule at hourly rates. These special ordering procedures take precedence over the procedures in FAR 8.404.

The GSA has determined that the rates for services contained in Heery’s price list applicable to this schedule are fair and reasonable. However, the ordering office using this contract is responsible for considering the level of effort and mix of labor proposed to perform the specific task being ordered and for making a determination that the total firm-fixed price or ceiling price is fair and reasonable.

When ordering services, ordering offices shall –

I. Prepare a Request for Quotes:
		A. A performance-based statement of work that outlines, at a minimum, the work to be performed, location of work, period of performance, deliverable schedule, applicable standards, acceptance criteria, and any special requirements (i.e., security clearances, travel, special knowledge, etc.) should be prepared.
		B. A request for quotes should be prepared which includes the performance-based statement of work and requests the contractors to submit either a firm-fixed price or a ceiling price to provide the services outlined in the statement of work. A firm-fixed price order shall be requested, unless the ordering office makes a determination that it is not possible at the time of placing the order to estimate accurately the extent or duration of the work or to anticipate cost with any reasonable degree of confidence. When such a determination is made, a labor hour or time-and-materials quote may be requested. The firm-fixed price shall be based on the hourly rates in the schedule contract and shall consider the mix of labor categories and level of effort required to perform the services described in the statement of work. The firm-fixed price of the order should also include any travel costs or other incidental costs related to performance of the services ordered, unless the order provides for reimbursement of travel costs at the rates provided in the Federal Travel or Joint Travel Regulations. A ceiling price must be established for labor-hour and time-and-materials orders.
		C. The request for quotes may request the contractors, if necessary or appropriate, to submit a project plan for performing the task and information on the contractor's experience and/or past performance performing similar tasks.
		D. The request for quotes shall notify the contractors what basis will be used for selecting the contractor to receive the order. The notice shall include the basis for determining whether the contractors are technically qualified and provide an explanation regarding the intended use of any experience and/or past performance information in determining technical acceptability of responses.

II. Transmit the Request for Quotes to Contractors:
		A. Based upon an initial evaluation of catalogs and price lists, the ordering office should identify the contractors that appear to offer the best value (considering the scope of services offered, hourly rates and other factors such as contractors' locations, as appropriate).
		B. The request for quotes should be provided to three (3) contractors if the proposed order is estimated to exceed the micro-purchase threshold, but not exceed the maximum order threshold. For proposed orders exceeding the maximum order threshold, the request for quotes should be provided to additional contractors that offer services that will meet the agency's needs. Ordering offices should strive to minimize the contractors' costs associated with responding to requests for quotes for specific orders. Requests should be tailored to the minimum level necessary for adequate evaluation and selection for order placement. Oral presentations should be considered, when possible.

III. Evaluate quotes and select the contractor to receive the order:
		After responses have been evaluated against the factors identified in the request for quotes, the order should be placed with the schedule contractor that represents the best value and results in the lowest overall cost alternative (considering price, special qualifications, administrative costs, etc.) to meet the Government's needs.

back to top IV. The establishment of Federal Supply Schedule Blanket Purchase Agreements (BPAs) for recurring services is permitted when the procedures outlined herein are followed. All BPAs for services must define the services that may be ordered under the BPA, along with delivery or performance time frames, billing procedures, etc. The potential volume of orders under BPAs, regardless of the size of individual orders, may offer the ordering office the opportunity to secure volume discounts. When establishing BPAs, ordering offices shall -
		A. Inform contractors in the request for quotes (based on the agency's requirement) if a single BPA or multiple BPAs will be established, and indicate the basis that will be used for selecting the contractors to be awarded the BPAs.
		B. SINGLE BPA: Generally, a single BPA should be established when the ordering office can define the tasks to be ordered under the BPA and establish a firm-fixed price or ceiling price for individual tasks or services to be ordered. When this occurs, authorized users may place the order directly under the established BPA when the need for service arises. The Schedule contractor that represents the best value and results in the lowest overall cost alternative to meet the agency's needs should be awarded the BPA.
		C. MULTIPLE BPAs: When the ordering office determines multiple BPAs are needed to meet its requirements, the ordering office should determine which contractors can meet any technical qualifications before establishing the BPAs. When multiple BPAs are established, the authorized users must follow the procedures in II.B above, and then place the order with the Schedule contractor that represents the best value and results in the lowest overall cost alternative to meet the agency's needs.
		D. Review BPAs periodically. Such reviews shall be conducted at least annually. The purpose of the review is to determine whether the BPA still represents the best value (considering price, special qualifications, etc.) and results in the lowest overall cost alternative to meet the agency's needs.

V. The ordering office should give preference to small business concerns when two or more contractors can provide the services at the same firm-fixed price or ceiling price.

VI. When the ordering office's requirement involves both products as well as professional services, the ordering office should total the prices for the products and the firm-fixed price for the services and select the contractor that represents the greatest value in terms of meeting the agency's total needs.

VII. The ordering office, at a minimum, should document orders by identifying the contractor the services were purchased from, the services purchased, and the amount paid. If other than a firm-fixed price order is placed, such documentation should include the basis for the determination to use a labor-hour or time-and-materials order. For agency requirements in excess of the micro-purchase threshold, the order file should document the evaluation of Schedule contractors' quotes that formed the basis for the selection of the contractor that received the order and the rationale for any trade-offs made in making the selection.

Special Provisions for Task Orders:
		Agencies may incorporate provisions in their task order that are essential to their requirements (e.g., security clearances, hazardous substances, special handling, key personnel, etc.). These provisions, when required, will be included in individual task orders. Any cost necessary for the contractor to comply with the provision(s) will be included in the task order proposal, unless otherwise prohibited by law.

Ordering Requirements Exceeding the Maximum Order of $1,000,000:

a) In accordance with FAR 8.404, before placing an order that exceeds the maximum order threshold ($1,000,000), ordering offices shall—

(1) Based upon the initial evaluation, generally seek price reductions from the schedule contractor(s) appearing to provide the best value (considering price and other factors); and

     (2) After price reductions have been sought, place the order with the schedule contractor that provides the best value and results in the lowest overall cost alternative (see FAR 8.404(a)). If further price reductions are not offered, an order may still be placed, if the ordering office determines that it is appropriate.

b) For orders exceeding the maximum order threshold, Heery may:

     (1) offer a new lower price for the requirement

     (2) offer the lowest price available under the contract, or

(3) decline the order (orders must be returned in accordance with
PES-52.216-19).

Energy Services

Heery offers Energy Management Services to enable government agencies to meet their energy needs. Through this schedule, every Federal agency has quick and easy access to our professionals who can help them meet their requirement to comply with energy laws and regulations. Heery is able to supply services to support agencies in meeting these requirements.

Services Not Included:

Construction and Architect-Engineering services as set forth in FAR Part 36 [including design, construction, alteration or repair (including dredging, excavating and painting) of buildings, structures, or other real property)] are not included.

Services Included:

WWith regard to Building Commissioning Services, Heery provides comprehensive services on new construction, major modernization and existing energy consuming operations (recommissioning).

The following non-inclusive list represents a sampling of the types of engineering tasks contemplated:

- Energy Management

- Planning and Strategies

- Energy Management Training

- Metering Services

- Energy Program Support Services

- Building Commissioning Services

- Energy Audit Services

- Resource Efficiency Management (REM)

- Innovations in Energy

- Water Conservation

- Introduction of New Services

Special Item Number (SIN) Specifics:
		871-202 Energy Management Planning and Strategies Services required under this SIN involve the expert advice, assistance and guidance in developing a four phase Comprehensive Energy Management Solution for all four phases of an energy project. These projects may include, but are not limited to, renewable energy, sustainable energy, and energy efficient buildings certification programs such as LEED. Typical associated tasks include, but are not limited to:
		- Consulting/Auditing/Energy Management Solutions - Concept Development and Requirements Analysis - Implementation and Change Management - Measurement and Verification
		871-203 Training on Energy Management Services required under this SIN involve offering expert advice and related decision support services to the Agencies related to system operation and design. Typical associated areas of study and recomendations include, but are not limited to:
		- Reducing Energy Consumption - Mitigating Risk with Energy Systems - Operating Systems Efficiently - Making Energy Efficient System Choices - Utilization of Energy Efficient Buildings Certification Programs such as LEED
		871-204 Metering Services Services required under this SIN involve the expertise of installing metering and monitoring equipment and the collection and analysis of data to offer documenting the current situation and proposing remedial actions. Typical associated tasks include, but are not limited to:
		- Installation of Metering Equipment and Software - Utilization of Data to Ensure Energy Conservation Goals are Met - Measurement and Tracking of the Cost Effectiveness of Energy Technology Investments
		871-205 Energy Program Support Services Services required under this SIN involve providing assistance and support services to the agencies energy program efforts. Typical tasks include, but are not limited to:
		- Billing and Management Oversight - Assistance in Preparing Energy Services related Agency Statements of Work
		871-206 Building Commissioning Services Services required under this SIN include providing advice, expertise and review from design through installation to ensure that the building systems are designed and built to operate as efficiently as possible. Services can include re-commissioning and retro-commissioning. Commissioning services can be performed on:
		- New Construction Projects - Major Modernization Projects - Existing Energy Consuming Buildings and Facilities
		871-207 Energy Audit Services Services required under this SIN involve facilitation and related decision support services in support of agencies’ energy audit efforts. Services include developing, executing and reporting on audit plans for the agencies. Typical tasks include but are not limited to:
		- Perform energy and water audit services - Data collection, data analysis and benchmarking with tools such as Energy Star - Written Recommendations of Suggested Upgrades of Electrical and Mechanical Infrastructure - Analyze Impact on Energy Consumption and Pollution - Provide Recommendations for Using Alternative Energy Sources
		871-208 Resource Efficiency Management (REM) Services required under this SIN include providing information on possible steps that will improve energy efficiency including estimates of cost savings and environmental benefits. Typical tasks include but are not limited to:
		- Onsite Analysis of Current Operations, Equipment and Energy Purchasing Patterns. - Act as a Resource Efficiency Advocate for Individual or Aggregated Buildings in order to Maximize Resource Efficiency. - Monitor and Implement Energy Efficient Building Certification Programs such as LEED.
		871-209 Innovations in Energy Services required under this SIN include providing the knowledge and expertise for innovative approaches to renewable and/or sustainable energy, sustainability services, and energy management technology and services. These approaches include but are not limited to:
		- New Developments or Improvements in Providing Renewable Energy and Managing Energy through biomass conversion, solar energy, fuel cells, geothermal energy, hydropower, wind power or other sources. - Provide renewable and/or sustainable energy and sustainability services that are more “carbon-neutral”, thereby lessening dependence on traditional non-renewable “fossil fuel” sources. - Provide Carbon Management Solutions such as analysis, footprinting, measuring mitigation, verification and management, training on new technologies, life cycle costing and operational support of renewable energy systems. - Implementation, Testing and Evaluation of Networked Energy Management Systems and Services.
		871-210 Water Conservation Services under this SIN include providing consulting services related to the reduction of water usage, recycling of water for multiple purposes, retention of water, improvement of water quality and water flow. These services caninclude but are not limited to:
		- Perform Facility Water Audits - Water Balancing Services - Water System Analysis
		871-299 Introduction of New Services Services required under this SIN include the introduction of a new task, procedure or product existing in the commercial market which is being developed, improved, or not yet introduced to the Federal Government or not currently available available under any GSA contract, but is categorically related to Energy Services.

LABOR CATEGORY DEFINITIONS
Labor Category		Definition
Principal		Program oversight. Ensures resources are available and that tasks are fully staffed with personnel, equipment and other required support. Assigns the task to the appropriate Program Manager. Bachelor’s degree or higher in an engineering or architectural field.
Program Manager / Senior Project Manager		Provides business, technical, and personnel management across a major single project or multiple projects, involving multi-disciplinary and diverse functional activities, subordinate groups of technical and administrative personnel. Bachelor’s degree or higher in an engineering or architectural field. 10 or more years relevant experience.
Project Manager		Provides business, technical, and personnel management and coordination for individual projects. Provides comprehensive definition of all technical aspects of project requirement. Program development, analysis of program mission, goals, and objectives. Bachelor’s degree or higher in an engineering or architectural field. 5 or more years relevant experience.
Assistant Project Manager		Supports the Project Manager. Gathers data and performs basic analysis of the gathered information. Bachelor’s degree or higher in a technical field. 2 or more years relevant experience.
Senior Engineer/ Architect		Provides leadership developing complex technical solutions for planning and engineering studies and analysis. Plans project coordination and management. Provides comprehensive definition of all technical aspects of project requirements within engineering disciplines. Knowledgeable of local and national codes. Performs evaluation of alternatives and assessments of risks and costs as well as investigative engineering. Bachelor’s degree in an engineering/ architectural field. 5 years of relevant experience.
Project Engineer/ Architect		Provides leadership developing basic technical solutions for planning and engineering studies and analysis. Reviews organizations’ functions, inter-relationships and program requirements. Provides space utilization planning, functional relationships and office layout. Supports the Project Manager or Senior Engineer/ Architect. Bachelor’s degree in an engineering/architectural field. 2 years of relevant experience.
Junior Engineer/ Architect		Provides technical assistance in applications under the direction of more senior personnel. Bachelor’s degree or equivalent.
Scheduler		Develops illustrative schedules to show integration of various time aspects of the task. Prepares and analyzes sequencing of activities; activity interdependencies and proposed program schedules. Supports the Project Manager in all scheduling requirements. AA degree or equivalent. 8 years of relevant experience.
Cost Estimator		Performs construction cost estimating. Provides conceptual cost estimates during Pre-design phase. Performs quantity surveys from design documents and applies cost to quantities of materials. Identifies unusually high cost items in relation to other facilities. AA degree or equivalent. 8 years of relevant experience.
CADD Draftsman		Performs routine and complex technical CADD functions. Works under the supervision of more senior personnel. AA degree of equivalent. 2 or more years of relevant experience.
Senior Inspector		Performs audits of construction and quality control. Checks compliance to specifications, standards, and construction practices. AA degree or equivalent. 8 years of relevant experience.
Inspector		Performs audits of construction and quality control. Checks compliance to specifications, standards, and construction practices. Works under the supervision of a Senior Inspector or Project Manager. AA degree or equivalent. 4 years of relevant experience.
Clerical		Performs clerical and word processing functions including typing, word processing, data entry, filing, copying, binding, faxing and telephone switchboard. High School Diploma. 2 years experience.

3. Minimum Order:
		The minimum dollar value per order is $100.