Support_for_Communications_and_Operations_Research_and_Analysis_(SCOAR)_RFP_6913G619R200032.pdf

NOTICE TO POTENTIAL OFFERORS

This procurement is being processed under a Partnership Agreement (PA) between the Department of Transportation (DOT) and the Small Business Administration (SBA), under which the SBA had delegated to the DOT, authority to enter into 8(a) contracts directly with eligible 8(a) firms. This PA replaces all terms and conditions of the previously executed Memorandum of Understanding (MOU) between the two agencies.

Under this program, the Volpe Center will make the award directly to the 8(a) firm. SBA will not be a signatory to the award resulting from this solicitation. SBA will, however, retain responsibility for 8(a) certification, administering other eligibility related issues under the 8(a) program, and be available to 8(a) firms for counseling and assistance.

If you have questions pertaining to this solicitation, please contact Mary Doherty, Contracting Officer.

SBA/DOT/PA (effective date 10/17/12)

Servicing SBA Field Office

To facilitate communications, it is requested that the 8(a) participant submitting this offer provide the following information regarding the cognizant servicing SBA office for the firm.

Servicing SBA Office Address: _________________________________ Cognizant Business Opportunity Specialist(s): Name: _________________________________ Phone: _________________________________ E-mail: _________________________________

6913G619R200032

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 1

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ______________ calendar days (60 calendar days unless a different period is inserted

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 253 (c) ( 10 U.S.C. 2304 (c) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

04/19/2019 X

6913G6

VOLPE NAT'L TRANSPORTATION SYS CNTR

55 Broadway Cambridge MA 02142-1001

1400 ET 05/21/2019

Kyla McKinstry 617 Kyla.McKinstry@dot.gov

494-2494

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PAGE(S)

Mary Doherty

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

6-11

12-26 29-33 34-46 47-62

63-68

75-79

80-109

110-118

See Section L.5.3

Solicitation 6913G619R200032 SCOAR

Table of Contents

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

B.1. CONTRACT TYPE (OCT 2015)

B.2 CONTRACT LIMITATIONS (DEC 2014)

B.3 CONTRACT SCOPE (JAN 2010)

B.4 CONTRACT LINE ITEMS (APR 2019)

B.4.1 Master Contract Line Items (CLINs)

B.5 CLIN 0100 LEVEL OF EFFORT – ID/IQ

B.6 CLIN 0200 LEVEL OF EFFORT – ID/IQ

SECTION C – DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK (SOW)

C.1 BACKGROUND

C.2 SCOPE OF WORK

SECTION D – PACKAGING AND MARKING

D.1 PACKAGING (MAY 1999)

D.2 MARKING (MAY 1999)

SECTION E - INSPECTION AND ACCEPTANCE

E.1 FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES

E.2 GOVERNMENT REVIEW AND ACCEPTANCE (NOV 2015)

SECTION F - DELIVERIES OR PERFORMANCE

F.1 FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) CLAUSES

F.2 CONTRACT PERIOD OF PERFORMANCE (FEB 2011)

F.3 DELIVERIES AND REPORTING REQUIREMENTS (JUL 2015)

F.4 TASK ORDER REPORT DISTRIBUTION REQUIREMENTS (APR 2019)

F.5 MONTHLY CONTRACT PROGRESS REPORTS (APR 2019)

F.6 MONTHLY TASK ORDER PROGRESS REPORTS (APR 2019)

F.7 MONTHLY TASK ORDER COST REPORTS (APR 2019)

F.8 DOCUMENTATION OF COMPUTER PROGRAMS (MAY 1999)

F.9 RIGHTS IN DATA (DEC 2007)

F.10 WARRANTIES (MAY 1999)

F.11 LICENSES (APR 2109)

F.12 PLACE OF CONTRACT PERFORMANCE (MAY 2013)

F.13 DELIVERABLE FORMAT (MAY 2013)

F.14 DELIVERABLE AND REPORTING REQUIREMENTS (MASTER CONTRACT and Task Order 001)

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 RESPONSIBILITY FOR CONTRACT ADMINISTRATION (JAN 2016)

G.2 TAR 1252.242-73 CONTRACTING OFFICER’S REPRESENTATIVE (OCT 1994)

G.3 ORDERING (APR 2019)

G.4 TASK ORDERS ISSUED UNDER SCOAR (APR 2019)

G.5 TASK ORDER LIMITATIONS (APR 2019)

G.6 TASK ORDER OMBUDSMAN (APR 2019)

G.7 TECHNICAL GUIDANCE (JAN 2016)

G.8 ACCOUNTING AND APPROPRIATION DATA (JAN 2016)

G.9 PAYMENT AND CONSIDERATION (APR 2008)

G.10 SUBMISSION OF INVOICES UNDER COST REIMBURSEMENT CONTRACTS OR TASK

ORDERS (APR 2019)

G.11 PAYMENT OF FEE – COST PLUS FIXED FEE (APRIL 2019)

G.12 PERFORMANCE EVALUATIONS (APR 2019)

G.13 VOUCHER REVIEW (MAR 2003)

G.14 COST ACCOUNTING SYSTEMS (JAN 2015)

G.15 INCREMENTAL FUNDING OF TASK ORDERS (NOV 2015)

G.16 TRAVEL AND PER DIEM (JAN 2016)

G.17 ALLOTMENT (APR 2019)

G.19 GOVERNMENT-FURNISHED INFORMATION (APR 2019)

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 NON-PERSONAL SERVICES (APR 2019)

H.2 PERFORMANCE OF WORK AND SAFETY PROVISIONS ON GOVERNMENT

PREMISES (MAR 2005)

H.3 CONFLICT OF INTEREST DISCLOSURE (MAR 2008)

H.4 EXCLUSIONS DUE TO ORGANIZATIONAL CONFLICTS OF INTEREST

(JUL 2015)

H.5 U.S. DEPARTMENT OF TRANSPORTATION (DOT) CONTRACTOR PERSONNEL

SECURITY AND AGENCY ACCESS (NOV 2011)

H.6 SECURITY AND POSITION SENSITIVITY DESIGNATIONS (SEP 2015)

H.7 HANDLING OF DATA (AUG 2011)

H.8 VISITOR IDENTIFICATION REQUIREMENTS FOR FEDERAL FACILITIES (MAR 2016)

H.9 CONSENT TO RELEASE GOVERNMENT-ORDERED ITEMS (JAN 2016)

H.10 TECHNOLOGY UPGRADES/REFRESHMENTS (MAR 2008)

H.11 HARDWARE/SOFTWARE (SEP 2015)

H.12 REQUESTS TO ACQUIRE EQUIPMENT (JAN 2016)

H.13 CONTRACTOR RESPONSIBILITY (DEC 1998)

H.14 MAXIMUM FEE (NOV 2015)

H.15 ACCOUNTING SYSTEM (MAY 2013)

H.16 INSURANCE (FEB 2009)

H.17 SALES TAX EXEMPTION (JAN 2016)

H.18 GPO PRINTING REQUIREMENT (SEP 2009)

H.19 SUBCONTRACT APPROVAL (APR 2019)

H.20 SUPERVISION OF CONTRACTOR PERSONNEL WORKING ON-SITE (APR 2019) ... 60

H.21 GOVERNMENT PROVIDED FACILITIES AND EQUIPMENT (DEC 2015)

H.22 HOURS OF WORK (DEC 1998)

H.23 SECURITY MEASURES ON THE VOLPE CENTER PREMISES (APR 2019)

H.25 LEVEL-OF-EFFORT NOTIFICATION (FEB 2011)

H.26 SALES TAX EXEMPTION (MAY 1999)

SECTION I - CONTRACT CLAUSES

I.1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

I.2 FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) - FULL TEXT CLAUSES

I.3 TRANSPORTATION ACQUISITION REGULATION (48 CFR CHAPTER 12) CLAUSES 68

I.4 TRANSPORTATION ACQUISITION REGULATION (48 CFR CHAPTER 12) - FULL

TEXT CLAUSES

SECTION J – LIST OF ATTACHMENTS

SECTION J - PART I –CONTRACT ATTACHMENTS

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

OFFERORS

K.1 IMPORTANCE OF ANNUAL REPRESENTATIONS AND CERTIFICATIONS (FEB 2013)

K.2 FEDERAL ACQUISITION REGULATION (48 CFR CHAPTER 1) - FULL TEXT

PROVISIONS

K.3 FAR 52.209-7 INFORMATION REGARDING RESPONSIBILITY MATTERS (OCT 2018)78

K.4 FAR 52.227-15 REPRESENTATION OF LIMITED RIGHTS DATA AND RESTRICTED

COMPUTER SOFTWARE (DEC 2007)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

L.1. FAR 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB

1998) 80

L.2 FAR (48 CFR CHAPTER 1) - SOLICITATION PROVISIONS

L.3 FAR (48 CFR CHAPTER 1) - FULL TEXT PROVISIONS

L.4 GENERAL INFORMATION

L.5 GENERAL INSTRUCTIONS FOR TECHNICAL PROPOSAL AND COST AND BUSINESS

PROPOSAL PREPARATION

L.6 COST AND BUSINESS PROPOSAL – INSTRUCTIONS TO OFFERORS

L.7 TECHNICAL PROPOSAL -- INSTRUCTIONS TO OFFERORS

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 GENERAL

M.2 TECHNICAL PROPOSAL EVALUATION CRITERIA

M.3 ADJECTIVAL RATING, PROPOSAL CHARACTERISTIC, AND RISK LEVEL

DEFINITIONS

M.4 COST PROPOSAL EVALUATION CRITERIA (only applies to CLINs 0100 and 0200)

M.5 PRICE PROPOSAL EVALUATION (only applies to CLIN 0100 for Transition Task Order 1 or CLIN 0200 for Transition Task Order 1)

ATTACHMENT J.1 -MONTHLY TASK ORDER COST REPORT FORMAT

ATTACHMENT J.2 - LABOR CATEGORY QUALIFICATIONS

ATTACHMENT J.3 - CONTRACT SECURITY CLASSIFICATION SPECIFICATION,

DD FORM 254

ATTACHMENT J.6 – MASTER CONTRACT COST AND BUSINESS PROPOSAL CHECKLIST

ATTACHMENT J.7 – MASTER CONTRACT COST PROPOSAL SCHEDULES 1-10

CLIN 0100

ATTACHMENT J.8 – MASTER CONTRACT COST PROPOSAL SCHEDULES 1-10

CLIN 0200

ATTACHMENT J.9 - SAMPLE PAST PERFORMANCE QUESTIONAIRRE

ATTACHMENT J.10 – TECHNICAL REFERENCE LIBRARY

ATTACHMENT J.11 – GLOSSARY

ATTACHMENT J.12 – VOLPE-SPECIFIC LICENSE AGREEMENT AMENDMENT

REQUIREMENTS

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

NOTE: This section includes provisions that apply to the Support for Communications and Operations Research and Analysis (SCOAR) master contracts Contract Line Item (CLIN 0100) COMPREHENSIVE

TECHNICAL SUPPORT SERVICES, CLIN 0200 INDPENDENT TECHNICAL SUPPORT SERVICES,

Transition Task Order 1 for CLIN 0100 and Transition Task Order 1 for CLIN 0200.

The master contracts for CLIN 0100 -- COMPREHENSIVE TECHNICAL SUPPORT SERVICES will be reffered to as CLIN 0100 and CLIN -- 0200 INDPENDENT TECHNICAL SUPPORT SERVICES will be reffered to as CLIN 0200. Both CLIN 0100 and CLIN 0200 contracts will be issued as a 8(a) Small Business Set-Aside among eligible small businesses, resulting in a single award for each CLIN.

B.1. CONTRACT TYPE (OCT 2015)

A. This is an Indefinite Delivery/Indefinite Quantity (ID/IQ) task order type contract. Work will be placed under this contract through the issuance of task orders.

B. Task orders may be issued on a Firm-Fixed-Price (FFP) basis in accordance with Federal

Acquisition Regulation (FAR) 16.202. Task orders may also be issued on a Cost-Plus-Fixed-Fee (CPFF) completion, or CPFF term basis in accordance with FAR 16.306 (d) and on a Time and Material (T&M) and Labor Hour (LH) FAR 16.601 and FAR 16.602. Task order type shall be determined and issued at the Task Order Contracting Officer's (TOCO) discretion consistent with the guidelines provided in Part 16 of the FAR. Performance-based task orders will be used to the maximum extent practicable.

C. The Contract Line Item Number (CLIN) structure provided in Subsection B.3 below establishes a

CLIN 0100 for Comprehensive Technical Support Services (CTSS) and CLIN 0200 for Independent Technical Support Services (ITSS) as outlined in the Statement of Work (SOW) (Section C).

Because using a particular contract type/pricing methodology requires terms and conditions specific to that use, this contract includes terms and conditions covering FFP, CPFF completion, and CPFF term, and T&M/LH tasks. In general, these terms and conditions are clear on their face with regard to applicability.

B.2 CONTRACT LIMITATIONS (DEC 2014)

A. Contract Award under CLIN 0100: Contract Number ______________ [TO BE COMPLETED

AT TIME OF AWARD] has been awarded under the U.S. Department of Transportation (USDOT), Volpe National Transportation Systems Center (Volpe Center), Solicitation 6913G619R200032 . The value of all task orders placed under CLIN 0100 shall not exceed $

(TO BE COMPLETED AT TIME OF AWARD).

Minimum Guarantee: The guaranteed minimum of the contract is $2,500, which will be met with with the issuance of Task Order 1 for Transition .

B. Contract Award under CLIN 0200: Contract Number ______________ [TO BE COMPLETED AT TIME OF AWARD] has been awarded under the U.S. Department of Transportation (USDOT), Volpe National Transportation Systems Center (Volpe Center), Solicitation 6913G619R200032. The value of all task orders placed under CLIN 0100 shall not exceed $ (TO BE COMPLETED AT

TIME OF AWARD).

Minimum Guarantee: The guaranteed minimum of the contract is $2,500 which will be met with the issuance of Task Order 1 for Transition.

B.3 CONTRACT SCOPE (JAN 2010)

The Contractor, acting as an independent Contractor and not as an agent of the Government, shall furnish all supplies and facilities (for off-site task orders only), personnel, materials, support, and management necessary to provide the services required under this contract. The scope of this effort is defined in the Statement of Work (SOW) (see Section C). Specific work requirements will be stated in individual task orders.

B.4 CONTRACT LINE ITEMS (APR 2019)

B.4.1 Master Contract Line Items (CLINs)

The Contractor(s) shall provide resources capable of performing the necessary communications and operations research and analysis (ORA) services to support a variety of Volpe Center transportation and logistics projects. The Support for Communications and Operations Research and Analysis (SCOAR) functional areas support a broad project base covering every mode of transportation, a wide variety of sponsoring organizations, and a wide range of SCOAR sub-areas, in accordance with the SOW in Section C.2.A.1, and other terms and conditions of this contract through individual task orders issued under the resulting master contract.

CLIN Supplies/Services Qty. Unit Unit Price Ceiling Amount/Total Amount

COMPREHENSIVE

TECHNICAL SUPPORT

SERVICES

1 JOB

0200 INDEPENDENT TECHNICAL

SUPPORT SERVICES

1 JOB $__________

*Performance-based task orders will be used to the maximum extent practicable.

B.4.2 TASK ORDER 1 – CLIN 0100 TASK ORDER TYPE/PRICING METHOD FOR

TRANSITION AND TO MEET THE CONTRACT MINIMUM GUARANTEE

Given the 60-day transition timeline, and the ending of the Volpe Center’s existing Communications Operations Research and Analysis (CORA)Task Order with DigitaliBiz under DTRT5714D30012_6913G619F400010 which expires on September 30, 2019, CLIN 0100 Task Order 1 for transition services will be issued on a firm fixed price (FFP) basis in order for the Volpe Center to issue the Transition Task Order as soon as possible after the award of the CLIN 0100 master contract.

This task order is issued in accordance with CLIN 0100 of the master contract. This task order will fufill the minimum requirement per Section B.2. The contractor shall provide all necessary resources and personell required for the 60-day transition period as outlined in Section C.4.

CLIN/TASK

ORDER

Supplies/Services Qty. Unit Unit Price Total Amount

0100 – Task Order 1

TRANSITION -

COMPREHENSIVE

TECHNICAL SUPPORT

SERVICES IN

ACCORDANCE WITH

(IAW) SECTION C.4.2

TO MEET THE

MINIMUM GAURANTEE

(FFP)

1 JOB Firm Fixed Price $___________

B.4.3 TASK ORDER 1 – CLIN 0200 TASK ORDER TYPE/PRICING METHOD FOR

TRANSITION AND TO MEET THE CONTRACT MINIMUM GAURANTEE

Given the 60-day transition timeline, and the ending of the Volpe Center’s existing Communications Operations Research and Analysis (CORA)Task Order with DigitaliBiz under DTRT5714D30012_6913G619F400010 which expires on September 30, 2019, CLIN 0200 Task Order 1 for transition services will be issued on a firm fixed price (FFP) basis in order for the Volpe Center to issue the Transition Task Order as soon as possible after the award of the CLIN 0200 master contract.

This task order is issued in accordance with CLIN 0200 of the master contract. This task order will fufill the minimum requirement per Section B.2. The contractor shall provide all necessary resources and personell required for the 60-day transition period as outlined in Section C.4.

CLIN/TASK

ORDER

Supplies/Services Qty. Unit Unit Price Total Amount

0200 – Task Order 1

TRANSITION -

INDEPENDENT

TECHNICAL SUPPORT

SERVICES IAW SECTION

C.4.3

TO MEET THE

MINIMUM GAURANTEE

(FFP)

1 JOB $ $___________

B.5 CLIN 0100 LEVEL OF EFFORT – ID/IQ

The total level of effort (LOE) estimated to be ordered during the term of this contract is shown in the table below:

Note: The LOE identified below shall be used by the Offeror for the purpose of preparing the SCOAR Request for Proposal (RFP) response. Refer to Section L for proposal preparation instructions.

Labor Category Contract Period 1

(10/1/2019 – 12/31/2019)

Contract Period 2

(Calendar Year 2020)

Contract Period 3

(Calendar Year 2021)

Contract Period 4

(Calendar Year 2022)

Contract Period 5

(1/1/2023 – 9/30/2023)

Total

Program Manager 470 1,880 1,880 1,880 1,410 7,520 Financial Manager 470 1,880 1,880 1,880 1,410 7,520 ORA Department Manager

118 470 470 470 353 1,880

Communcations Department Manager

118 470 470 470 353 1,880

Human Resource Manager

470 1,880 1,880 1,880 1,410 7,520

Contracts Manager

470 1,880 1,880 1,880 1,410 7,520

PMO Support 1,400 5,600 5,600 5,600 4,200 22,400 Professional Analyst

7,500 30,000 30,000 30,000 22,500 120,000

Professional Specialist

5,000 20,000 20,000 20,000 15,000 80,000

Senior Analyst 10,000 40,000 40,000 40,000 30,000 160,000 Senior Specialist 10,000 40,000 40,000 40,000 30,000 160,000 Middle Analyst 8,750 35,000 35,000 35,000 26,250 140,000 Middle Specialist 7,500 30,000 30,000 30,000 22,500 120,000 Junior Analyst 10,000 40,000 40,000 40,000 30,000 160,000 Junior Specialist 6,250 25,000 25,000 25,000 18,750 100,000 Total Level of Effort

68,516 274,060 274060 274060 205,546 1,096,240

B.6 CLIN 0200 LEVEL OF EFFORT – ID/IQ

The total level of effort (LOE) estimated to be ordered during the term of this contract is shown in the table below:

Note: The LOE identified below shall be used by the Offeror for the purpose of preparing the SCOAR Request for Proposal (RFP) response. Refer to Section L for proposal preparation instructions.

(10/1/2019 – 12/31/2019)

Contract Period 2

(Calendar Year 2020)

Contract Period 3

(Calendar Year 2021)

Contract Period 4

(Calendar Year 2022)

Contract Period 5

(1/1/2023 – 9/30/2023)

Total

Program Manager 470 1,880 1,880 1,880 1,410 7,520 PMO Support 470 1,880 1,880 1,880 1,410 7,520 Professional Analyst

470 1,880 1,880 1,880 1,410 7,520

Professional Specialist

235 940 940 940 705 3,760

(10/1/2019 – 12/31/2019)

Contract Period 2

(Calendar Year 2020)

Contract Period 3

(Calendar Year 2021)

Contract Period 4

(Calendar Year 2022)

Contract Period 5

(1/1/2023 – 9/30/2023)

Total

Senior Analyst 1,175 4,700 4,700 4,700 3,525 18,800 Senior Specialist 1,292 5,170 5,170 5,170 3,878 20,680 Middle Analyst 235 940 940 940 705 3,760 Middle Specialist 705 2,820 2,820 2,820 2,115 11,280 Junior Analyst 235 940 940 940 705 3,760 Junior Specialist 235 940 940 940 705 3,760 Total Level of Effort

5,522 22,090 22,090 22,090 16,568 88,360

SECTION C – DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK (SOW)

SUPPORT FOR COMMUNICATIONS AND OPERATIONS RESEARCH ANALYSIS (SCOAR)

SUPPORT SERVICES

NOTE: This SOW includes the scope of work for both CLIN 0100 and CLIN 0200. Each CLIN will be awarwded as a seperate master ID/IQ contract.

C.1 BACKGROUND

The U.S. Department of Transportation (DOT) established the John A. Volpe National Transportation Systems Center (Volpe Center) in 1970 to serve as a Federal resource positioned to provide world-renowned, multidisciplinary, multimodal transportation expertise on behalf of the U.S. DOT’s operating administrations, the Office of the Secretary, and external organizations. The Volpe Center’s extensive cross-modal partnerships have led to innovative solutions that have advanced national and global/international transportation systems for the public good. As a leader in transportation systems, analysis, and innovation, the Volpe Center is flexible and responsive to the needs and strategic goals of the U.S. DOT and the priorities of the Secretary of Transportation.

The Volpe Center’s wide scope of capabilities include:

Safety and Security Assessments: Conducting assessments of safety programs across all modes and developing methods and models to measure the effectiveness of safety initiatives.

Applied Data Science: Using advanced data and image analysis, and visualization tools and methods, to help solve transportation challenges.

Human Factors Research and Design: Pioneering new relationships between humans and policies, processes, automation, and technologies, to improve transportation safety, security, and productivity with due concern for unintended consequences.

Economic and Policy Analysis: Leveraging multimodal policy, economic expertise, and understanding of U.S. DOT and the transportation industry to support policies that achieve U.S. DOT and sponsor goals.

Systems and Infrastructure Modernization and Optimization: Improving the safety and efficiency of vehicles, systems, and infrastructure on national and global transportation networks.

Engineering and Technology Deployment to Enhance Transportation: Performing engineering and safety analyses of air, surface, and marine systems and infrastructure to help prepare the nation for future transportation systems.

Impartial Investigations and Program Evaluations: Providing an objective federal perspective in assessing crashes, data, and research and program effectiveness to inform decision making and future actions.

Knowledge Transfer and Capacity Building to Maximize Impact: Scaling best practices to quickly address new topics and strengthening the capacity of the transportation workforce through education and training.

The U.S. DOT Volpe Center (located in Cambridge, Massachusetts) supplements its world-class Federal team with contractors and subject matter experts, forming a collaborative and vibrant culture of thought leadership and meaningful engagement in professional and technical expertise to anticipate and address emerging and future challenges.

C.2 SCOPE OF WORK

The objective of these two (2) master contracts are to provide support for Communications and Operations Research Analysis (SCOAR) to a variety of Volpe Center projects that cut across all modes of transportation for the DOT and for non-DOT organizations, including state and local governments. Due to the changing nature of the extensive and diverse portfolio of projects, resources must be easily accessible and flexible in terms of skill sets required. The workforce must be responsive to changing project requirements and quickly provide Communications and ORA capabilities that will enable the Volpe Center to take advantage of opportunities for new work.

The Contractor(s) shall provide SCOAR technical support services to the Volpe Center in the following areas:

CLIN 0100 – Comprehensive Technical Support Services (CTSS)

• Writing and Editing

• Graphics

• Web Design and Technology Delivery Support

• Communications Strategy Development and Stakeholder Engagement

• Conference Planning and Logistics

• Education, Learning, and Training Support

• Financial and Administrative Program Support

• Printing and Production Support

• System Analysis and Policy Impacts

• Industry Analysis

• System Operational Performance

• Technological Advances

• Strategic Framework

• Program Evaluation

• Engineering Support

• Business Process Reengineering

• Data Science and Analysis

CLIN 0200 – Independent Technical Support Services (ITSS)

• Knowledge Management

• Web Design and Content Management

• Strategic Framework: Strategic Planning and Organizational Management

• Business Process Redesign

• Customer Satisfaction Assessment

C.2.A SCOAR SUPPORT SERVICES

The Contractor(s) shall provide resources capable of performing the necessary SCOAR functions in response to project requirements presented by the Volpe Center. The SCOAR functional areas support a broad project base covering every mode of transportation, a wide variety of sponsoring organizations, and a wide range of SCOAR sub-areas. Project requirements vary widely in scope, cost estimates, and schedules. Volpe Center projects require specialized knowledge of a wide variety of national transportation system modes (i.e., aviation, surface transportation, marine, pipeline, and rail systems).

The Contractor(s) shall provide a workforce with capabilities and experience relating to existing technologies and methodologies that address current transportation systems issues, as well as cutting edge technologies and methodologies that show promise in transforming the future of the transportation systems enterprise. The Contractor(s) must bring a strong knowledge of and experience in transportation systems and functions to the work requirements outlined below:

• CLIN 0100 – Comprehensive Technical Support Services (CTSS)

• CLIN 0200 – Independent Technical Support Services (ITSS)

The Comprehensive Technical Support Services functional area broadly addresses the analysis and assessment of transportation systems and issues from a variety of perspectives; and work areas are comprehensive in nature.

The Independent Technical Support Services functional area provides expertise services supporting various program and project initiatives across the organization.

C.2.A.1 CLIN 0100 – COMPREHENSIVE TECHNICAL SUPPORT SERVICES (CTSS)

The following sub-areas are included as part of the overall SCOAR support covered by this requirement:

• Writing and Editing

• Graphics

• Web Design Technology Delivery Support

• Communications Strategy Development and Stakeholder Engagement

• Conference Planning and Logistics

• Education, Learning, and Training Support

• Financial and Administrative Program Support

• Printing and Production Support

• System Analysis and Policy Impacts

• Industry Analysis

• System Operational Performance

• Technological Advances

• Strategic Framework

• Program Evaluation

• Engineering Support

• Business Process Reengineering

• Data Science and Analysis

The descriptions that follow outline the general work requirements typical in each sub-area, not actual task orders.

C.2.A.1.1 Writing and Editing

The Volpe Center produces a wide variety of written products in support of its projects and programs; for example:

• Interim and final reports

• Journal articles

• Reference and training manuals

• User guides

• Scripts for videos, presentations, podcasts, and other written or digital products

• Newsletters and brochures

• Marketing materials

• Web site text

Work in this area shall require the Contractor to prepare original written products to support project requirements as well as editing services to support the production of final written and/or web products from text generated by others. Writing and editing will be in English and will require a full command of the language and grammar as well as an understanding of transportation and technical terminology, familiarity with Federal Government terminology, and knowledge of industry best practices for the production of written products. The Contractor shall have familiarity with the U.S. Government Printing Office (GPO) Style Manual and other recognized style guides and applicable specifications and standards (https://www.govinfo.gov/content/pkg/GPO-STYLEMANUAL-2016/pdf/GPO-STYLEMANUAL- 2016.pdf). On occasion, the Contractor will be asked to provide ancillary translation services for business and technical documents. Translations may be from a foreign language into English and/or from English into a foreign language.

C.2.A.1.2 Graphics

Work in this area shall provide graphic arts design and production services to support Volpe Center projects and programs. For tasks performed on site at the Volpe Center, the Government shall furnish equipment and software necessary to provide and produce graphic arts design and production services.

These services typically include, but are not limited to, the following:

• Electronic/desktop publishing

• Graphic design

• Computer-aided design and drafting

• Technical illustration

Work in this area may require the Contractor to design and produce graphics for a wide variety of products, including, but not limited to, printed material, projected visuals, exhibit and display components, multi-media presentations, video production and post-production, and social media content.

Graphics are generally produced using computer application software. The Contractor will be expected to maintain familiarity with computer graphics software and hardware being used by the Volpe Center including data visualization applications in order to originate figures and convert initiator-supplied electronic graphic files into formats that can be modified and/or integrated into digital media and materials.

C.2.A.1.3 Web Design and Technology Delivery Support

Work in this area shall include design and technology delivery support of web pages for a wide variety of projects, programs, and Volpe Center organizations. Web pages shall be designed using industry and Government best practices to optimize site usability and accessibility. Specific guidelines include but are not limited to the Department of Transportation’s (DOT) Office of the Chief Information Officer Policy https://www.govinfo.gov/content/pkg/GPO-STYLEMANUAL-2016/pdf/GPO-STYLEMANUAL-2016.pdf

Program Documents (https://www.transportation.gov/digitalstrategy/policyarchive/Policy-Program-and- Archive) and applicable standards including https://www.transportation.gov/web-standards; Section 508 of the Rehabilitation Act; Office of Management and Budget (OMB) Policies for Federal Agency Public Websites; Research-Based Web Design and Usability Guidelines; and the Volpe Center’s Writing Style Guide, Volpe Brand Standards Guide, and Web Style Guide contained in the Volpe Communications Toolkit. Work in this area shall be conducted using software and hardware provided by, or approved by, DOT.

Work in this area shall provide web design and technology delivery services centered on the user experience to build technology solutions that effectively disseminate information while providing the optimal user experience. These ancillary services include, but are not limited to, the following: UI/UX design; web page design, updates, and maintenance including SharePoint; GIS; usability, accessibility, and quality assurance specialization; and technology specialization for dissemination of information sources from multiple formats: data, video, copy, etc.

C.2.A.1.4 Communications Strategy Development and Stakeholder Engagement

Work in this area shall include the development of Communication Strategies and support of related outreach and stakeholder activities while providing state of the practice approaches and methodologies.

Communication Strategy activities may include developing research approaches and detailed plans, conducting market research and stakeholder analysis, developing measureable communications goals, as well as developing communications strategies, implementation plans and related material, and prototyping potential communications collateral. The Contractor may be requested to travel to and facilitate meetings, as well as conduct focus groups and workshops designed to gather stakeholder input and inform them about potential communications strategies and outreach activities. In addition, the Contractor may be required to identify potential meeting participants, create agendas, capture feedback, and coordinate logistics to facilitate discussions and exercises with target audiences.

C.2.A.1.5 Conference Planning and Logistics

Work in this area shall include planning, organizing, executing, and/or recording conferences, meetings, webinars, peer exchanges, or symposia. Conferences range in size from 20 to 400 attendees and are for periods of several hours to several days. The typical conference lasts one day and has 50 attendees.

Conference planning and logistics support may require significant travel and may require coordination with Volpe Center staff, other Contractors, and conference facility personnel to arrange conferences, meetings, workshops, etc. Conference planning and logistics services typically include, but are not limited to, the following:

• Planning, scheduling, managing, and cost estimation

• Development and maintenance of mailing lists

• Selection and provision of conference facilities and meeting rooms

• Provision and coordination of audio-visual, transcription, and other required support*

• Development of conference literature or graphics, including programs, signs, photography, name badges, and specialty items such as abstracts

• Conference video recording services

• Preparation and distribution of invitations and registration packages

• Preparation of advertising, transportation, lodging, and other logistics

• Processing of participant registrations (including but not limited to web registration)

• Preparing meeting summaries and/or proceedings for final publication https://www.transportation.gov/digitalstrategy/policyarchive/Policy-Program-and-Archive https://www.transportation.gov/digitalstrategy/policyarchive/Policy-Program-and-Archive https://www.transportation.gov/web-standards

• Processing of invitational travel when these services are incidental to a conference, meeting, webinar, peer exchange, or symposium that the Contractor has been engaged to plan under the task order.

• Ancillary technical translation and interpretation services, translation of documents, and sign language services.

* The Contractor may be required to coordinate and provide food and non-alcoholic beverages for specific conferences, meetings, webinars, peer exchanges, or symposia.

C.2.A.1.6 Education, Learning, and Training Support

Work in this area will support the delivery of the Volpe Center’s project work and milestones through strategic design of education, learning, and training (ELT) and delivery. The Contractor will support these efforts by leveraging emerging training technologies and techniques to maximize learners’ attention and knowledge absorption. ELT deliverables are aligned with project milestones and rely on expertise in training, planning, design, and development. Specific work may include the development and/or delivery of in-person training and distance learning, case studies, webinars, job aids, fact sheets/Frequently Asked Questions (FAQ) documents, and peer-to-peer exchange, eLearning, system demonstrations, workbooks, office hours, user guides, coaching, and program support for stakeholders. The expertise is focused on the learner and customizing the learning plans according to the milestones of the work and the overall understanding of the learner and what they need to do. Work in this area is key to achieving DOT’s goal of technology transfer.

C.2.A.1.7 Financial and Administrative Program Support

Work in this area shall include general and specialized program and administrative management support, cost and risk analysis, project planning and scheduling, strategic and operational planning, as well as meeting facilitation and webinar support. Work in this area may include, but is not limited to, maintaining and documenting the results of program and project reviews; review and analysis of progress reports; and generation of cost, budget, financial, and workforce analyses; It may also include the planning and facilitation of meetings and webinars, as well as the preparation of meeting/webinar summaries and other associated documentation. Work in this area may also include requirements for travel program support of Volpe Center including, but not limited to, processing invitational travel and Government invitational travel for official activities of the Volpe Center, processing U.S. State Department e-Country Clearances for travel, foreign travel support, and providing assistance in the documentation, planning, scheduling, maintenance, and tracking of projects; as well as access to the labor accounting systems for tracking, analyzing, reporting and implementing corrections to the labor accounting for purposes of maintaining budget and financial accuracy.

C.2.A.1.8 Printing and Production Support

Work in this area shall include providing printing and reproduction services and the associated binding and distribution. Government-furnished information (GFI) may be in hard copy, network electronic files, or removable electronic media such as digital video disks (DVDs) or optical disks. The Contractor shall provide advice on production, binding, publication, and distribution options; their associated pros and cons; and, estimated costs. The Contractor shall arrange for documents to be printed through the GPO and shall serve as the Volpe Center's GPO liaison (https://www.govinfo.gov/content/pkg/GPO- STYLEMANUAL-2016/pdf/GPO-STYLEMANUAL-2016.pdf). All printing and work shall be accomplished in conformance with Title 44, United States Codes, regulations of the U.S. Government's Joint Committee on Printing (JCP); applicable provisions of appropriation acts; applicable regulations issued by the DOT, the GPO, and the U.S. Postal Service; and with copyright laws. The Contractor shall maintain paper stocks that comply with JCP Paper Specification Standards and Executive Orders requiring the use of recycled fiber content.

C.2.A.1.9 System Analysis and Policy Impacts: Analysis of Impacts of Transportation/Logistics Systems and Policies

This sub-area covers analyses of the impacts of the flow of people and goods and/or transportation and logistics systems and operations on society and the environment. In addition, this area covers the impact of Government regulation and permitting on the transportation industry and commercial enterprise. Work in this area may include safety and environmental impact, environmental streamlining, and risk analyses of transportation and logistics systems and components as they relate to health and welfare, land and energy use, material consumption, noise, air quality, pollution, climate change, alternative fuel policies, quality of life issues, and social objectives. The work may also include analyses of public policy options and their impact on domestic intermodal competition, international competitiveness, socioeconomic policy, and/or environmental quality. Work under this area may also include analyses of the impact of proposed public policy options or regulatory changes on private and public carriers, users, the transportation industry, the public and/or governments. Analyses may be at the macro or micro level, depending on the scale and breadth of the subject matter. Work under this section will help in accelerating the adoption of notable practices and emerging technologies through technology transfer, capacity building efforts and demonstration projects. This work will also include data analytical, statistical, and programming skills to collect, analyze, and interpret data. The Contractor will require a wide range of technical competencies including statistics and machine learning, coding languages, databases, and reporting technologies.

C.2.A.1.10 Industry Analysis: Collection of Transportation-Related Data and Assessment of Business and Economic Factors within the Transportation Industry

This sub-area covers analyses of the safety, business and economic aspects of the transportation industry, including issues of finance, business case analysis, market analysis, supply and demand forecasting, regulatory analysis, productivity analysis, and safety data analysis. Included in this area are the gathering, compilation, and analysis of transportation-related data and statistics. Work may encompass economic analyses of alternative transportation investments, estimating demand for transportation services in selected markets, analysis and evaluation of transportation user charges, cost-benefit analysis and capital budget estimating for systems and infrastructure renewal, transportation operator and supply industry analysis, financial planning, and the safety performance of transportation industry segments. Work may include research on the structures and effectiveness of innovative finance methods, including public private partnerships (P3s), state infrastructure banks and credit assistance programs [Transportation Infrastructure Finance and Innovation Act (TIFIA); Railroad Rehabilitation and Improvement Financing (RRIF), for example]. The work may include analysis of emerging and shared mobility options and technologies such as automated vehicles, transportation network companies, micro transit, bike sharing, car sharing, scooter sharing, unmanned aerial vehicles, and other emerging technologies and options. The work may also encompass development of systems and analytic tools to manage and monitor industry processes and activities including technology and data companies.

C.2.A.1.11 System Operational Performance: Assessment of Transportation/Logistics System Performance and Improvement of System Effectiveness

This sub-area includes the application of theoretical and practical analysis techniques to existing and anticipated issues relating to large-scale transportation and logistics systems. Work may involve environmental and energy analysis related to transportation, analysis of transportation and logistics system issues (such as supply and demand for services, infrastructure, vehicle performance, evaluation of one or multiple transportation modes, asset management, traffic flow and demographics, traffic ridership patterns, transit service operations analysis, operator performance, fleet mix, safety, security, timeliness, cost, and other performance metrics) and the definition of new or modified operation concepts that satisfy requirements and enhance performance. Tasks may involve delay analysis, arrival and trip time variability analyses, and design and testing of new or enhanced processes to improve system performance (e.g., operation procedures, safety procedures, and automated information systems for decision support).

Tasks may require the application of advanced data analytics relative to high-volume, high-velocity, high-variety, and/or virtual datasets with structured and/or unstructured data. Work may also involve performance and economic assessment of potential US government multimodal investments in developing countries that could range from roads to ports, airports, and public transit. This international transportation assessment may require Contractor international travel to Europe, Southeast Asia, China, South America, Africa, India, and other areas where U.S. transportation partnerships are established or forming rapidly.

C.2.A.1.12 Technological Advances: Assessment of Transportation/Logistics Technologies and Research and Development Needs and Policies

This sub-area includes the application of theoretical and practical analysis techniques to the assessment of transportation and logistics-related technology and associated technology policy and/or institutional innovations. Work in this area may include the assessment and selection of appropriate technologies available to improve current transportation and logistics operations, including vehicle, guide way, system command and control (including vehicle and/or guide way automation concepts), maintenance, supply, scheduling, physical/cyber security, and distribution systems. The work may include technology forecasting, technology assessments, and cost-benefit studies requiring knowledge of existing transportation and logistics practices and software. This area also covers the study and assessment of transportation research and development issues, programs, and activities for the purpose of making and furthering transportation public policy relative to concepts for advanced transportation system technology governance, finance, privacy, security, cooperative public-private operations, risk/liability frameworks, data and intellectual property rights, spectrum management, and system safety assurance.

C.2.A.1.13 Strategic Framework: Strategic Planning and Organizational Structures and Processes

This sub-area covers strategic transportation system and/or program planning with work efforts focused on informing transportation policy, programs and decision making. Tasks may involve present systems and technologies; policy guidance concerning future system directions; system synthesis and analysis;

and a number of economic, legal, and management factors. In general, these efforts will assist top Government officials in making decisions concerning the need for, timing of, and expected adequacy of proposed transportation and logistics systems and programs. This task area also includes activities whose primary purpose is to develop groups and organizations in ways that increase their effectiveness. Such activities may be in direct support of strategic research or system planning initiatives or other organizational improvement efforts. Activities are focused at a variety of organizational levels and customers and typically involve providing assistance to a customer organization of the Volpe Center in one or more aspects of managing transitions from a current to a desired future state including change management and facilitation. Activities include research and technical support on issues surrounding statewide and metropolitan transportation planning and operations, which includes performance-based planning and programming and asset management.

C.2.A.1.14 Program Evaluation

This sub-area involves the systematic application of data analysis, social science tools, and program evaluation principles and techniques to assess the strengths and weaknesses of transportation programs, policies, and organizations and to improve their safety, efficiency, effectiveness, timeliness, and broad scale impacts. Work in this area involves active stakeholder engagement strategies, the use of both quantitative and qualitative data collection and analysis methods, logic modeling, development and implementation of on-going program performance measures and one-time prospective studies or retrospective success case studies. Tasks may include the development and implementation of a wide variety of program evaluation types, including formative and summative evaluations, context evaluation, needs assessments, utilization-focused evaluation, implementation evaluation, process evaluation, outcome evaluation, impact evaluation and cost-benefit analyses. Program evaluation tasks in this sub-area will emphasize adherence to commonly accepted standards in evaluation, such as utility, feasibility, accuracy, propriety, and accountability. A key area of emphasis may be utility standards, such as the development and implementation of reporting and communication approaches that not only effectively disseminate important research findings but also improve the knowledge translation, knowledge transfer, technology transfer, and overall utilization of research and research products.

C.2.A.1.15 Engineering Support

Ancillary support in this sub-area involves integrating advanced technology and engineering techniques to continuously improve the transportation system. The sub-area covers several engineering disciplines in support of a variety of analytical systems engineering efforts performed in conjunction with any of the activities described above, with emphasis on transportation systems that encompass ground, aerial, and marine vehicles with supporting infrastructure. Typically, engineering skills and expertise will be applied as part of multi-disciplinary project teams that address transportation-related problems and solutions.

Engineering support includes, but is not limited to, the disciplines of electrical/electronics, mechanical, civil, industrial, chemical, environmental, software, and engineering psychology. Engineering expertise consists of knowledge and experience in sensing, telecommunications (including spectrum engineering and policy analysis), positioning, navigation, physical and cyber security, data acquisition, and automatic control systems. In addition, this engineering expertise extends to technology capability assessment, development of system functional requirements, performance requirements, and verification and validation testing via simulations, laboratory test environments, and controlled naturalistic test environments.

C.2.A.1.16 Business Process Reengineering

This sub-area will support the successful implementation of new or changing processes, organizations and or technology. This work area requires expertise in visioning and strategy, planning, and implementation of the business process change. Work will include organizational assessment, project definition, current state analysis, future state design, implementation, and process management relying on expertise in enterprise process modeling, organizational change management, performance measurement, data gathering…