Revised_RFP_693JJ318R000029.pdf

RFP 693JJ318R000029

This competitive acquisition is solicited in accordance with FAR Subpart 19.502-4 Multiple-award contracts and small business set-asides. This solicitation is a full and open competition with a partial small business set-aside.

SECTION B – Supplies or Services/Prices

B.1 IDIQ MINIMUM AND MAXIMUM CONTRACT AMOUNTS

During the term of this Indefinite-Delivery-Indefinite-Delivery (IDIQ) contract, the Government shall place orders totaling a minimum of $40,000. The maximum amount of all Task Orders issued against all contracts awarded as a result of this acquisition shall not exceed a ceiling of $19,000,000.

The Task Orders placed under the contract will primarily be Firm-Fixed Price (FFP). Labor Hour (LH), Time-and-Materials (T&M), or a hybrid of those three types of contracts may be used based on a determination by the Contracting Officer (CO) at the Task Order level.

B.2 SCHEDULE OF RATES

Labor category requirements and labor rate ceilings governing Task Orders under this contract shall be listed in the Microsoft (MS) Excel format found in Attachment J.1 and shall be applied for each of the described categories for each of the contract years. The unit of issue (rates) is the fully burdened fixed price hourly rate. Please see 52.216-29(c)(2).

The maximum amount of the contract listed in Section B.1 includes travel and materials. Travel and materials will be reimbursed at cost. Inclusion of indirect burden amounts or fee on material costs, including travel expenses, is not allowable.

Note: Resulting contract award(s) will include Attachment J.1 with the accepted Contractor loaded labor rates inserted in the pricing table.

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 BACKGROUND

The Federal Highway Administration’s (FHWA) mission is to improve the mobility of our Nation’s highways through national leadership, innovation, and program delivery. The Office of Policy and Governmental Affairs (HPL) develops and implements research programs and tools to help answer sophisticated policy questions that can be multifaceted and contentious in nature as well as provide a broad range of policy support functions. This particular contract will assist HPL to advance their goals and the FHWA mission though: developing and refining tools and information needed for FHWA to formulate policy positions in areas related to procurement and revenue mechanisms, public-private partnership, and innovative finance; developing and refining tools and information needed to analyze current and emerging issues relating to a broad range of transportation issues to assist FHWA in formulating policy positions; developing a new tools and refining existing tools for quantitative assessment of highway investment; enhancing the agency’s strategic plan and performance management process; developing and refining data systems and application tools supporting a broad range of transportation data and analysis;

designing household travel surveys; and analyzing intergovernmental policy issues and investigating broader issues that impact future policy decisions; and undertaking studies relating to international transportation innovations.

C.2 OBJECTIVE

The overarching objective of this IDIQ is to provide the FHWA with expert analysis in:

a) Transportation policy topics and issues;

b) Data acquisition, collection, analysis, and application;

c) Strategic planning;

d) Legislative analysis; and

e) International program assistance.

There is a need to integrate economic, engineering, planning, policy and statistics disciplines to advance FHWA’s goals of safety and mobility.

The Contractor shall provide objective and empirical research services and data research as needed with a variety of transportation and other expertise brought to bear. The Contractor shall also be able to organize resources to answer sophisticated research questions that will often be multifaceted, national in scale, contentious in nature, and provide a broad range of support functions in multiple Tasks A to F.

The objectives of this contract are to provide readily available support to:

(1) Assess the cost-effectiveness and economic impacts of transportation infrastructure investments;

(2) Assess how mobility, socio-economic and technology trends are shaping transportation policy needs in the future;

(3) Assess options for paying for and efficiently delivering transportation investments;

(4) Help facilitate discussion of the policy and strategic implications of the changing transportation system;

(5) Develop and refine the tools, data and information needed to analyze current trends and emerging issues relating to transportation;

(6) Develop new tools and refine existing tools for quantitatively assessing the relationships among current and future highway investment, transportation system performance, and the economy;

(7) Enhance the agency’s strategic planning and performance management processes and products through the development of analytical tools, procedures and reports;

(8) Develop, improve, and innovate data collection and processing systems and methods with the goal of timely and quality data to enable the monitoring, analysis, and evaluation of transportation system characteristics;

(9) Design and implement national and regional travel behavior data collection and analysis and devise new data collection methods;

(10) Design and operate integrated data systems to enable efficient and timely analysis of a broad scope of data;

(11) Analyze intergovernmental policy issues relating to the relationships among the

Federal government, States, cities, and Indian tribal governments, and to investigate broader issues that may impact future policy decisions, budgetary processes, and legislative recommendations;

(12) Develop and refine the tools and information needed to formulate program policy positions in areas relating to procurement and revenue mechanisms, public-private partnerships, innovative finance and other aspects of project development;

(13) Undertake studies relating to the international transfer of transportation innovations and practices and to facilitate international technical collaboration; and

(14) Develop, obtain and deliver data and data analysis and management tools, and provide the means by which FHWA can maintain and update such information, on-going analyses and studies.

C.3 DELINEATION OF CONTRACTOR TASKS

Note: For information only, the FHWA anticipates but does not guarantee that the work required under individual Task Orders for this IDIQ contract to be allocated as follows:

Task Area A B C D E F Percentage 18% 15% 4% 58% 1% 4%

Specific work to be performed will be set forth under individual Task Orders. Task Orders under this IDIQ contract will be determined and issued on an as needed basis by the FHWA and will generally consist of work in the areas outlined below. When ordered, the Contractor shall provide the necessary personnel, material, equipment, services and facilities to perform the requirements.

C.3.1 Task Area A – Policy Analysis of Revenue and Finance Alternatives, Transportation System Conditions, Demographics and Travel, and Future Policy Directions

The Contractor shall provide economic, policy and data analysis, policy and program evaluation, data, engineering, and systems design assistance to FHWA staff as needed in administrative and technical matters relating to the analysis of current and emerging issues relating to transportation funding and financing. Specific activities may include, but are not limited to the following:

(1) Provide expert technical assistance on emerging transportation policy issues that may affect transportation programs and policies, and analyze these issues under varying policy, demographic, technological and economic scenarios;

(2) Conduct research in transportation system condition and supply and travel demand including areas such as rural programs, urban development patterns, socio-economic and demographic groups, transportation corridors, and regional systems including scenario development, forecasting, trend analysis, performance metrics, and policy evaluations;

(3) Examine mobility, reliability, access and performance in the context of multimodal corridors and develop a methodology for quantifying the dependencies across modes and the social and economic benefits and costs of those interrelationships;

(4) Conduct analysis of emerging social, demographic, technological, and geographic trends and their potential interaction with existing or planned policy and future travel demand and distribution;

(5) Produce short-term and long-term forecasts of passenger and freight travel, taking into account several scenarios including population and employment trends, new technologies, and significant increases in transportation prices;

(6) Conduct analysis of emerging environmental, social and energy issues;

(7) Conduct research and policy evaluations on the Federal role and transportation policies with regards to the national interest of the Interstate and National Highway System;

(8) Analyze and research emerging vehicle-related technologies, such as automated and connected vehicles, to determine their impacts on the transportation system;

(9) Analyze current and alternative revenue sources and tax structures with regards to their revenue potential, feasibility, equity, efficiency, privacy implications, and implications for the Highway Trust Fund, as well as their potential impacts on future passenger and freight flows and the transportation system, economy and society;

(10) Extend, modify and provide the means to maintain FHWA tools and models to evaluate and incorporate forecasting methodologies for revenue generated by alternative sources of Federal highway funding, financing and revenue;

(11) Analyze changes in State and local highway financing, particularly focusing on public/private sector involvement, financing from motor fuel, alternative fuels, indebtedness and or other emerging trends in highway financing;

(12) Update and refine FHWA’s freight policy analysis models, by incorporating new data and enhancing their capability to analyze economic impacts of freight policy options on carriers and shippers and operational impacts on the existing or proposed alternative highway networks. Establish a framework for understanding multi-modal freight flows, determine key factors driving growth in freight movements, mode choice, identify macro-level relationships between freight demand and transportation supply, and analyze factors that could improve the efficiency of freight movements;

(13) Update and refine highway cost allocation models by incorporating the latest research on pavement and bridge deterioration, updating data on highway program costs and travel by different vehicle classes at different weights, updating various social costs (including congestion, crashes, noise and air pollution), evaluating alternative approaches for attributing Federal highway user revenues used for different transportation purposes, and incorporating state-of-the-art highway economic analysis methods;

(14) Analyze the potential infrastructure impacts, safety implications, operational considerations, equity considerations, forecast cost recovery potential and policy ramifications of changes to truck size and weight limits; and

(15) Organize and conduct seminars, visioning sessions, and workshops on emerging issues relating to revenue and finance, transportation systems, demographics and travel, and future policy directions.

C.3.2 Task Area B – Analysis of the Impact of Investment on Transportation Performance and the Economy

The Contractor shall provide economic analysis, engineering, and systems design assistance to FHWA staff as needed in administrative and technical matters relating to the analysis of the relationship between highway investment and current and future conditions and performance of the Nation’s highways and bridges, as well as the impact of such investment on the broader national economy. Specific activities may include, but are not limited to the following:

(1) Support the development and production of the biennial Status of the Nation’s

Highways, Bridges, and Transit: Conditions and Performance (C&P) report to Congress. Improve data visualization and communications for the C&P Report.

Provide interactive visualizations, based on the C&P Report, using the Tableau software;

(2) Evaluate, update and refine the Highway Economic Requirements System (HERS) to support analyses of highway investment/performance relationships. Improve procedures for optimization. Incorporate factors that affect the supply of construction work. Incorporate the additional user cost of ride discomfort in HERS. Validate the speed model. Examine traffic forecast at State level in the Highway Performance Monitoring System (HPMS) sample data. Analyze relationships between highway section characteristics and impacts on system users in the form of vehicle operating costs, travel time, delay, and crashes. Update and refine models to quantify the impact of highway improvements to vehicle emissions. Harmonize and unify the methodologies used in pavement model to analyze load related pavement damage;

(3) Evaluate, update and refine the National Bridge Investment Analysis System

(NBIAS) to support analyses of bridge investment/performance relationships.

Develop enhanced pavement and bridge performance equations reflecting additional types of data, updated research on asset deterioration rates, and additional kinds of capital and maintenance strategies;

(4) Assess, develop and refine analytical tools for analyzing the economic impacts of highway investment on national economy over time, including indicators in output, employment, wages, income, exports, and productivity. Develop tools to integrate data and assess the impacts of highway investment. Analyze the economic impacts of congestion on highway system productivity;

(5) Examine job creation from highway investment. Review and develop appropriate tools to measure employment under different government investment strategies and socioeconomic conditions;

(6) Assess the relationship between various modes of transport and industrial sector efficiency, estimating efficiency gained or lost through transportation’s own input usage as well as efficiency gained or lost in other industries due to advances in transportation technology;

(7) Understand the geo-economics of highway transportation. Produce measures of population density, congestion, industrial concentration, land value, and travel costs.

Visually illustrate intertemporal and geospatial distribution. Examine the spatial distribution of economic benefits in rural and urban areas;

(8) Develop economic geography tools linking land use pattern and property value related to highway construction. Quantify economic benefits from agglomeration at household and community level. Determine the significance of location and transportation access with respect to a firm’s productivity. Develop empirical models to incorporate geospatial analysis of highway on income, housing, accessibility, and transportation mode choices;

(9) Update and improve estimates of the economic value of the highway capital stock, and estimates of typical costs associated with different types of highway and bridge investments;

(10) Enhance the National Highway Construction Cost Index, develop tools for forecasting future highway construction costs and ascertaining the cost of government regulations on highway construction costs;

(11) Assess the impacts of current and potential institutional/regulatory requirements on costs, economic productivity, safety, and operations of the transportation system.

Prepare Regulatory Impact and Regulatory Flexibility Act analysis for FHWA Regulations as well as complete quality reviews of regulatory evaluations prepared by other entities. Assess the cost savings from deregulatory actions;

(12) Establish a database on transportation investment to track, monitor and compare

United States (US) investment level with other major developed and emerging economics;

(13) Evaluate and measure the impact of Federal transportation grant on State/local and private investment in transportation investment over time and across jurisdictions;

(14) Develop the means to relate highway and transit investments, to estimate the impacts of each, and to analyze the tradeoffs of capital improvements in each mode;

(15) Explore additional uses of the public right-of-way to support additional transportation functions; and

(16) Organize and conduct workshops and seminars on analysis of the impacts of transportation investment on system performance and the economy.

C.3.3 Task Area C – Support for the Agency’s Strategic Management Processes

The Contractor shall provide facilitation support, process design, stakeholder analysis, financial and/or statistical analysis, database management, and software programming assistance to FHWA staff as needed in administrative and technical matters related to the development and improvement of the Agency’s strategic planning and performance management processes and products. Specific activities may include, but are not limited to the following:

(1) Develop and assist in implementing approaches to obtain stakeholder input in the formulation of strategic goals and performance objectives;

(2) Undertake analysis of key future political-socio-economic-demographic trends and their impacts on surface-based, highway-related transportation;

(3) Propose alternative process design models or frameworks for strategic planning and performance management that are applicable to the Department of Transportation (DOT) and FHWA;

(4) Assist FHWA offices in the development, validation, and reporting of performance measures to monitor goal attainment as part of the strategic planning process;

(5) Assist FHWA offices in evaluating program performance from the standpoint of achieving transportation system-wide outcomes;

(6) Provide analytical support to FHWA offices in the development and production of performance-based budgets and reports;

(7) Develop and/or evaluate database software specifically designed to collect, analyze, and report results required for strategic management;

(8) Evaluate existing work (i.e., planning, reporting, and evaluation) processes used in strategic management and recommend possible improvements;

(9) Update and adapt the HERS – State Version software and other existing analytical tools as needed to assist States in implementing strategic plans and managing for results;

(10) Develop crosscutting economics-based analytical tools to assist in the setting of national and state performance measure targets;

(11) Develop internal and external reports on transportation performance that incorporate analysis of the contribution from FHWA strategies;

(12) Develop training materials to support performance management capacity building and/or explain Departmental and FHWA strategic planning requirements; and

(13) Organize and facilitate workshops relating to strategic planning, risk management, and performance management practices applicable to DOT and FHWA.

C.3.4 Task Area D - Transportation Data Acquisition/Management/Analysis and Transportation Demand Modeling

The Contractor shall provide assistance in (a) statistical, engineering, environmental, economic, and planning/forecasting data collection and analysis; (b) reevaluating current data collection, analysis, and reporting methods and systems; (c) designing and updating software/algorithms/methods as needed in administrative and technical matters relating to the improvement of transportation data collection, analysis, reporting, and dissemination; and (d) developing new methods and approaches to capture and analyze transportation data. Specific activities may include, but are not limited to the following:

(1) Improve methods and processes to gather traffic flow data including volume, class, weight, and speed data including methods to conduct effective traffic data quality review;

(2) Improve and update methods and processes to gather comprehensive transportation data collection and analysis systems/platforms and processes. This includes, but is not limited to, all FHWA’s motor fuel, motor vehicle, driver license, motor-carrier, and highway finance data of State and local governments;

(3) Improve and develop new methods to disseminate transportation data including, but not limited to, traffic, travel behavior, travel condition, pavement condition, highway performance conditions, highway finance, highway fuel consumption, vehicle registration, licensed drivers to support of timely and informed decision-making and public;

(4) Develop and enhance national transportation demand model and modeling techniques including the production of passenger travel origin destination data, network assignments, corridor analysis, fuel consumption, and greenhouse gas emissions;

(5) Assist in the identification, evaluation, and analysis of existing data as well as the identification of emerging data needs for domestic and international transportation data;

(6) Identify gaps and develop strategies to support the coordination of transportation data collection activities within the public sector and in cooperation with the private sector including the development of consistent data collection standards;

(7) Support the regular evaluation and reporting on the state of the Nation’s highway system including its usage and expected demands;

(8) Support the development and application of special purpose software, methods, and algorithms in support of all tasks as well as the development and application of software responsive to emerging data needs. Purchase materials and equipment as may be required to test and evaluate such software, methods, and algorithms;

(9) Evaluate data collection technology such as non-intrusive methods, and equipment standards and protocols and field testing equipment accuracy and precision;

(10) Integrate passenger and freight travel, data, and modeling to provide agency’s capability to conduct various causation and forecasting analysis including, but not limited to, economic conditions, safety, investment, and various other social and economic factors;

(11) Develop training courses and assist in developing and providing instructional materials for both transportation data collection and data usage;

(12) Assist staff in the identification of needed changes to existing data systems through the conduct of requirements analyses and related information management techniques;

(13) Conduct various reassessments on current data needs, data collection and reporting methods, and data analysis mechanism and propose new appropriate changes to meet the needs of technology challenges and other needs challenges;

(14) Organize and conduct seminars and workshops on transportation data collection, analysis, and modeling;

(15) Provide assistance in carrying out the national travel behavior data program, including, but not limited to, data collection, data analysis, data interpretation, method development, results dissemination such as seminars and workshops, and coordination among all participating agencies, organizations, and businesses;

(16) Provide assistance in advancing national and regional travel behavior data collection through effective utilization of “big data,” including but not limited to Global Positioning System (GPS) trajectory data, location-based service data, cellular data, and social media data;

(17) Provide support in developing, implementing, and managing a sustainable and comprehensive national travel behavior data program through a wide range of activities, strategies, partnerships, and other processes and procedures; and

(18) Provide support in the area of big data analytics enabling comprehensive and multimodal analysis as related to new policy and policy orientated scenarios

C.3.5 Task Area E - Intergovernmental Policy Analysis

The Contractor shall provide analytical support relating to intergovernmental policy issues and communications support regarding current and proposed legislation. Specific activities may include, but are not limited to the following:

(1) Evaluate legislative issues and recommendations for the reauthorization of the Nation’s transportation program;

(2) Assist the FHWA staff in developing informational material such as visual aids and brochures on proposed and enacted legislation;

(3) Organize and conduct workshops on issues critical to the development of new legislation and to provide information on new legislative requirements;

(4) Explore issues relating to the relationships among Federal, State, and local governments in managing transportation assets;

(5) Develop systems for tracking and summarizing transportation policy interests of State and local stakeholders;

(6) Evaluate the effectiveness of tribally based transportation programs;

(7) Evaluate tribal coordination, including peer-to-peer approaches, tribal–State consultation policies, and Federal Native American policy related to tribally driven transportation programs; and

(8) Organize and conduct workshops pertaining to intergovernmental relationships, including changing relationships between tribes and the Federal government, and tribes and States.

C.3.6 Task Area F – International Transportation Policy and Technology Transfer

The Contractor shall undertake as needed studies and related administrative activities to support FHWA's programs for (a) the international transfer of transportation innovations and practices,

(b) providing technical, institutional and policy analysis/advice to other countries, and (c) marketing of U.S. innovations abroad. Specific activities may include but are not limited to the following:

(1) Undertake analyses and provide support to facilitate the participation of U.S.

members in the work of the technical and management committees of highway transport-related international organizations, such as those of the World Road Association and the Organization for Economic Cooperation and Development;

(2) Undertake analyses and provide support to facilitate bilateral FHWA technical cooperation with selected countries as identified by the Office of International Programs;

(3) Identify the transportation-related technical, institutional, and policy needs of developing countries and countries in transition. Design and implement strategies for meeting identified needs;

(4) Provide analytic and support to gauge the export potential and promote the marketing abroad of U.S. highway-related innovations/products;

(5) Measure the performance of FHWA's international programs and activities; and

(6) Undertake analyses and provide support to FHWA in identifying, assessing, documenting, and implementing proven innovative technologies and practices in other countries that have the potential to improve highway transportation in the U.S.

C.4 SPECIFICATIONS FOR DELIVERABLES

Applicable reports shall be prepared in accordance with the “Guidelines for Preparing Federal Highway Administration Publications” (which can be viewed at:

http://www.fhwa.dot.gov/legsregs/directives/orders/h17104.htm). All reports shall be prepared readily for electronic publication in appropriate format such as HTML, MS Word, PDF, and others. In addition, the Contractor shall provide the following for each report developed under this contract:

(1) An executive summary under separate cover; an executive summary may be required as a convenience to the readers depending on the requirements of individual Task Orders.

(2) An electronic version of the report with Government Printing Office (GPO) Form 952 or/and a printed version of the report or/and a camera-ready copy (a publication term used to define the finished manuscript, including all art work (illustrations, photographs, charts, or tables) ready for printing by photographic or other means) per specific requirements outline with individual Task Order.

(3) A Complete Technical Report Documentation Page, form DOT F 1700.7 (8-72). This form is necessary to ensure all reports are entered into the National Technical Information Service database.

(4) 508 Compliance: All web related electronic documents that are prepared shall meet the requirements of Section 508 of the Rehabilitation Act. The act requires that all electronic and information technology products prepared for the Federal Government be accessible to persons with disabilities, including those with vision, hearing, cognitive, and mobility impairments.

http://www.fhwa.dot.gov/legsregs/directives/orders/h17104.htm

C.5 REQUIREMENTS FOR IMPLEMENTING SECTIONS 508 STANDARDS

The FHWA adheres to the requirements of Section 508 compliance in its training development and delivery efforts. The FHWA and its Contractors must, to the greatest degree possible, meet all accessibility needs of its participants. While it is not feasible to anticipate every situation and every learner's needs, putting forth a best effort is mandatory. Task Order language will provide additional specifics on the requirements for each deliverable.

Section 508 of the Rehabilitation Act requires that Federal agencies provide access to electronic information and data to people with disabilities that is comparable to people without disabilities.

These requirements apply to electronic media, such as Web postings, Websites, computer simulations, and videos.

It has been determined some of the deliverables to be developed under this contract are subject to the requirements of Sections 504 and 508 of the Rehabilitation Act of 1973, as amended. Unless otherwise indicated, by submission of their proposal and acceptance of award, the Contractor represents that all required 504 and 508 compliance requirements will be met.

Contractors shall provide documentation of testing of all electronic materials and submit proof of compliance testing (results, reports, etc.). This documentation shall accompany the submitted final deliverables. The Government is not responsible for providing Section 508 guidance and training.

Contractors can view Section 508 of the Rehabilitation Act (http://www.access-board.gov/508.htm) and the Federal IT Accessibility Initiative (Home Page) (http://section508.gov/) and standards at https://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-section-508-standards/section-508-standards.

The following paragraphs summarize the requirements for preparing FHWA reports in conformance with Section 508 for eventual posting by FHWA to an FHWA-sponsored website.

If you have further questions, please contact the FHWA Contracting Officer’s Representative

(COR).

Electronic documents with images

Provide a text equivalent for every non-text element in all publications prepared in electronic format. (For every non-text element, include an Alt Text description of the element.)

• An image that is merely decorative may require only a brief text-equivalent description.

If the image conveys information that is important to the content of the report, then text sufficient to reasonably describe that image and its purpose within the context of the report must be provided.

• Text ascribed to photographs should provide as much descriptive information as possible as to meet Section 508 compliance requirements, e.g., date, location, description, and other necessary information.

• Video with narration or instructive voice must be closed-captioned.

http://www.access-board.gov/508.htm http://www.access-board.gov/508.htm http://section508.gov/ https://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-section-508-standards/section-508-standards https://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-section-508-standards/section-508-standards

• All HTML deliverables must conform to "Minimum Requirements for FHWA Web Pages." See https://www.fhwa.dot.gov/wpcz/minimum.htm.

Electronic documents with complex charts or data tables

When preparing documents with complex charts or data tables, provide enough alternate information so that assistive technologies can read them aloud.

• Identify row and column headers for data tables.

• Provide the information in a non-linear form.

• Associate data cells and header cells for data tables that have two or more logical levels of row or column headers

Electronic documents with forms

When electronic forms are designed to be completed on-line, the form shall allow people using assistive technology to access the information, field elements, and functionality required for completion and submission of the form, including all directions and cues.

Note: The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the EIT be compatible with such software and devices so that it can be made accessible if so required by the agency in the future.

C.6 MONTHLY PROGRESS REPORT

The Contractor shall furnish an electronic copy of a monthly letter-type progress report to the Contract Specialist (CS) and the COR, with each monthly invoice, but no later than the 10th of the month following the calendar month being reported.

Each report shall contain concise statements covering the activities relevant to the statement of work, including:

A. Summary level for all Task Orders under the contract that includes as a minimum:

1. A description of any Task Order problem(s) encountered or anticipated that will affect the completion of the requirement within the time and fiscal constraints as set forth in the individual Task Order(s), together with recommended solutions to such problems: or, a statement that no problems were encountered.

2. Any Contract improvement recommendations.

3. Any Task Order improvement recommendations.

4. A listing of all invoices, invoice amounts, and the Task Order balance. Any projected funding needs.

https://www.fhwa.dot.gov/wpcz/minimum.htm

Contract number

Task Order number

Task name

Issue Proposed resolution

Task Order improvement recommendation

B. Summary on a task by task basis for all work under each specific Task Order that includes:

1. A clear and complete account of the work performed on each task and an outline of the work to be accomplished during the next report period.

2. A chart showing expenditures and funding balances:

• Task Order number

• Period of Performance end date

• Other direct costs, if permitted

• Task Order ceiling

• Funded value, including modifications and Contract Line Item Number (CLIN)

• Invoice amount

• Total invoiced to date

• Pending costs (includes all confirmed sessions)

• Funding remaining

• Funding needed

Note: Individual Task Orders may require additional monthly reporting requirements. If so, that information will be delineated in the Task Order.

Note: If there are no active Task Orders, the Contractor shall submit a monthly statement indicating that there are no active Task Orders in lieu of the documentation contained above.

C.7 ANNUAL PROGRESS REPORT

The Contractor shall furnish 1 electronic copy (in MS Word 2016 or Adobe Acrobat PDF) of a letter-type annual report to the CS and COR on or before 30 calendar days before the end of each contract year. The annual report shall contain the following:

1. A discussion of the activities conducted during the period being reported.

2. A financial summary for the reporting period, including a breakdown by Task Order of the funds obligated and invoiced, and each Task Order ceiling.

3. A brief narrative commenting on performance during the reporting period for each of the following areas:

a. Quality of Product/Service

b. Schedule

c. Cost Control

d. Business Relations

e. Management of Key Personnel

f. Utilization of Small Businesses

g. Other

4. An assessment of the progress made toward achieving the objectives of the contract.

5. A discussion of problems encountered or anticipated that might affect performance during the following year, and recommended solutions to such problems.

The annual report will be used by the COR as part of the annual performance review.

SECTION D- PACKAGING AND MARKING

D.1 PACKAGING

Preservation, packing, and packaging of items for shipment shall be in accordance with best commercial practices and adequate for acceptance by common carrier for safe transportation at the most economical rates.

The Contractor shall clearly mark each shipment with the company name, the contract number, Task Order number (if applicable), and as appropriate the item identification, quantity of items, and notice of partial or final delivery.

Ship to: Federal Highway Administration

Office of Policy and Governmental Affairs 1200 New Jersey Avenue, SE Washington, DC 20590

Marked for: [Insert COR’s Name]

SECTION E – INSPECTION AND ACCEPTANCE

E.1 ACCEPTANCE

All work hereunder shall be subject to review by the Government. The COR as specified in each notification letter at the contract and Task Order level, is responsible for inspection and acceptance of all incoming shipments, documents, and services.

E.2 GOVERNMENT ACCEPTANCE PERIOD

Unless stated elsewhere in each Task Order, the COR will have 15 calendar days to review draft deliverables and make comments. The Contractor shall have five calendar days to make corrections and return the corrected deliverable to the government.

Upon receipt of the final deliverables, the COR will have 30 calendar days for final review prior to acceptance or to provide documented reasons for non-acceptance to the Contractor.

52.246-4 Inspection of Services - Fixed-Price. (AUG 1996)

52.246-6 Inspection - Time-and-Material and Labor-Hour. (MAY 2001)

SECTION F – DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

The period of performance for ordering under this contract is five (5) years from the effective date on the contract. In no event shall the total contract performance period exceed five-years without written authorization from the CO.

Task Orders may be issued up to the final day within the period of performance provided that they can be completed within 12 months past the end of the period of performance. There are no option periods under the contract; however, options may be used for Task Order performance.

F.2 PLACE OF DELIVERY

The Contractor shall submit interim and final deliverables electronically to the COR. The Contractor shall include the contract number (and Task Order number if appropriate) in the email for each deliverable. The Government may request the Contractor to include specified keywords in the subject line of emails containing deliverables. Additionally, the Government may request the Contractor to submit deliverables to an electronic repository as specified by the COR.

F.3 PLACE OF PERFORMANCE

The location of work performed under this contract will be specified in each Task Order.

F.4 DELIVERABLE/DELIVERY SUMMARY

For Task Orders issued under this contract, specific deliverables and due dates will be specified in the Task Order documents. Below is a general guide for the anticipated deliverables under the contract.

Deliverable Frequency Number of Copies Medium/Format Submit To

Monthly Progress Reports Section C.6

Monthly, submitted by the 10th of the month following the reporting reported.

One electronic copy

Electronic copy in either MS Word or Adobe Acrobat formats.

COR and CS

Annual Reports Section C.7

Annually, on or before 30 calendar days before the end of each contract year

One electronic copy

Electronic copy in either MS Word or Adobe Acrobat formats.

COR and CS

F.5 TASK ORDER DELIVERABLES

Task Orders will identify specific deliverables and performance standards required in the performance of each order.

52.242-15 Stop-Work Order. (AUG 1989)

52.242-17 Government Delay of Work. (APR 1984)

52.247-34 F.O.B. Destination. (NOV 1991)

SECTION G – CONTRACT ADMINISTRATION DATA

G.1 PAYMENT

For each FFP Task Order, the Government shall pay the Contractor for the prices delineated in each Task Order. Payment shall be made upon review and written acceptance of the FFP deliverable(s) by the Government.

For each LH or T&M Task Order, the Contractor may request payment no more than monthly, for work performed during the preceding reporting period. The Contractor shall provide sufficient detail, including fully burdened labor rates and hours worked, to support the invoice.

The Contractor shall not accrue costs in excess of the amount funded under a LH or T&M Task Order. Any work performed in excess of the amount funded is at the Contractor’s own risk.

Note: For each T&M Task Order, allowable materials costs, including travel expenses shall be reimbursed at cost. Inclusion of indirect burden amounts or fee on material costs, including travel expenses, is not allowable.

G.2 NOTIFICATION OF EXPENDITURE OF FUNDS

The Contractor shall notify the CS and COR in writing, within 5 calendar days, when costs incurred exceed 75% of the obligated funds on a LH or T&M line item or Task Order.

G.3 TRAVEL AND PER DIEM

Travel (other than local) may be expected to occur throughout the duration of the contract and must have the advance written approval of the COR.

The Contractor shall invoice in accordance with FAR 31.205-46, Travel Costs, and Federal Travel Regulations, and must submit documentation of all travel costs.

Travel requirements under this contract shall be met using the most economical form of transportation available. All travel shall be scheduled sufficiently in advance to take advantage of offered discount rates, unless authorized by the CO.

The following website provides information on current Per Diem rates:

http://www.gsa.gov/portal/category/100120

G.4 SUBCONTRACTS – ADVANCE NOTIFICATION AND CONSENT

Under this contract, the requirement of FAR 44.2, Consent to Subcontracts, has been fulfilled for the following subcontracts:

[APPROVED SUBCONTRACTOR NAME – to be completed by CO at award] http://www.gsa.gov/portal/category/100120

Any future change or revision to the Statement of Work or other applicable aspects of this contract shall include the subcontract(s) only to the extent that performance of the subcontract(s) is directly affected by the change or revision.

G.5 INVOICES

Invoices shall not be sent prior to acceptance of the deliverable or the services being billed.

All invoices and required supporting documents shall be sent via e-mail to the following e-mail address:

9-AMC-AMZ-FHWA-Invoices@faa.gov, and other recipient(s) (if applicable) as directed by the

COR.

(a) Include the invoice as an attached PDF document

(b) Include in the e-mail subject line the following:

(1) Invoice No.

(2) Contract Number

(3) Name of your Company/Organization

(4) Attention: Contract Specialist

Example: Invoice No. 35 – 693JJ318D0000X – Contractor Name

– Attention: [Insert Contract Specialist Name]

If the invoice and supporting documents exceed 8 MB as an e-mail attachment, the Contractor must select one of the other submission options presented below:

Invoices submitted via an overnight service must use the following physical address:

MMAC

FHWA/AMZ-150

6500 S. MacArthur Blvd Oklahoma City, OK 73169 Attention: [Insert Contract Specialist Name] Express Delivery Point of Contact: Lead Accounting Technician

Invoices may be submitted via regular U.S. Postal Service to the following address:

Federal Highway Administration Invoice Processing P.O. Box 268865 Oklahoma City OK 73126-8865 Attention: [Insert Contract Specialist Name]

An invoice submitted to an address other than those identified will be returned to the vendor as non-conforming.

An electronic copy of the invoice shall be sent by email to the CS and the COR.

mailto:9-AMC-AMZ-FHWA-Invoices@faa.gov

G.6 TECHNICAL DIRECTION

Performance of the work under this contract is subject to the Technical Direction of the COR.

The Contracting Officer may also appoint a Task Order Contracting Officer’s Representative (TOCOR) to provide Technical Direction related to specific Task Orders under this IDIQ contract.

The term “Technical Direction” is defined to include, without limitation, the following:

(a) Direction to the Contractor which redirects the efforts, shifts work emphasis between work areas, requires pursuit of certain lines of inquiry, fills in details or otherwise serves to accomplish the statement of work;

(b) Provision of information to the Contractor that assists in the interpretation of drawings, specifications or technical portions of the work description; and,

(c) Review and approval/rejection of technical reports, drawings, specifications and technical information to be delivered by the Contractor.

All Technical Direction must be within the general scope of work stated in the contract and Task Order. The COR and TOCOR do not have the authority to and may not issue any Technical Direction that:

(a) constitutes an assignment of additional work outside the general scope of the base contract;

(b) constitutes a change as defined in the base contract clause entitled “Changes”;

(c) in any manner causes an increase or decrease in prices set forth in Section B; or

(d) changes any of the expressed terms, conditions or specifications of the contract.

All Technical Direction must be issued in writing, or shall be confirmed in writing by the COR or TOCOR (as applicable) within 3 working days after issuance. The Contractor shall proceed promptly with the performance of duly issued Technical Directions. However, if in the opinion of the Contractor, the direction issued by the COR or TOCOR is within one of the prescribed categories in (i) through (vi) above, the Contractor shall not proceed, but shall notify the Contracting Officer in writing, within 3 working days after receipt of any such direction. The Contracting Officer will determine if the Technical Direction is proper, or if a contract modification would be required to properly implement the direction. Failure of the parties to agree upon the nature of the direction or upon the contract action to be taken with respect thereto shall be subject to the clause included in Section I entitled “Disputes.”

G.7 CONTRACTING OFFICER’S REPRESENTATIVE AND TASK ORDER

CONTRACTING OFFICER’S REPRESENTATIVE

(a) The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work delivered under this contract.

(b) The Contracting Officer has designated (to be completed by CO at award)_as the Contracting Officer’s Representative for this award. The COR’s responsibilities shall include technical monitoring of the Contractor’s performance on the overall contract award and inspecting and accepting deliveries under the contract. The COR shall be appointed in writing, at which time ALL of the responsibilities of the COR shall be detailed, and a copy of the appointment memorandum shall be furnished to the Contractor. Any changes to the COR delegation shall be made in writing, either by changes to the existing memorandum, or by issuance of a new appointment memorandum. Copies of any changes shall be provided to the Contractor.

As needed, the CO may appoint a TOCOR. The TOCOR’s responsibilities shall include technical monitoring of the Contractor’s performance as well as inspecting and accepting deliveries under specified Task Order(s). Any changes to the TOCOR delegation will be made in writing, either by changes to the existing memorandum or by issuance of a new appointment memorandum. Notification of any changes will be provided to the Contractor and COR.

(c) The COR and, if designated, the TOCOR are not authorized to perform, formally or informally, any of the following actions:

(1) Promise, award, agree to award, or execute any contract, contract modification, or notice of intent that changes or may change this contract;

(2) Waive or agree to any modification of the delivery schedule;

(3) Make any final decision on any contract matter subject to the Disputes Clause;

(4) Terminate, for any reason, the Contractor’s right to proceed, or issue any order causing the Contractor to stop work; or

(5) Obligate in any way, the payment of money by the Government.

(d) The Contractor shall comply with the written or oral direction of the Contracting Officer or authorized representative(s) acting within the scope and authority of the appointment memorandum. The Contractor need not proceed with direction that it considers to have been issued without proper authority. The Contractor shall notify the Contracting Officer in writing, with as much detail as possible, when the COR or TOCOR, if applicable, has taken an action or has issued direction (written or oral) that the Contractor considers to exceed the COR or TOCOR’s appointment, within 3 days of the occurrence. Unless otherwise provided in this contract, the Contractor assumes all costs, risks, liabilities, and consequences of performing any work it is directed to perform that falls within any of the categories defined in paragraph (c) prior to receipt of the Contracting Officer’s response issued under paragraph (e) of this clause.

(e) The Contracting Officer shall respond in writing within 30 days to any notice made under paragraph (d) of this clause. A failure of the parties to agree upon the nature of a direction, or upon the contract action to be taken with respect thereto, shall be subject to the provisions of the Disputes clause of this contract.

(f) The Contractor shall provide copies of all correspondence to the Contracting Officer and the COR and TOCOR, if applicable.

(g) Any action(s) taken by the Contractor, in response to any direction given by any person acting on behalf of the Government or any Government official other than the Contracting Officer or the COR acting within his or her appointment, shall be at the Contractor’s risk.

G.8 CONTRACTOR SUPERVISION

The Contractor shall provide total supervision of its staff. Government personnel are not authorized or permitted to supervise any Contractor personnel. The Contractor's Program or Project Manager for this contract is [See Section I, 1252.237-73], who shall communicate with the COR to determine the Government's work requirements as set forth in the SOW and shall assure that…