AVC_Realty_Sections_L_M_2.docx

Draft AVC Realty MATOC Sections L&M Section L Draft

L.15 WBR 1452.215-81 PROPOSAL INSTRUCTIONS MAR 2021

This procurement will be conducted in accordance with FAR Part 15. As described in WBR 1415.209(a)(1), insert the following provision, tailored as applicable.

In addition to the requirements of the Instructions to Offerors - Competitive Acquisitions provision of this solicitation (see FAR 52.215-1), each offeror shall submit a proposal in accordance with the instructions contained in this provision.

(a) Use and Disclosure of Proposal Information. In accordance with the Use and Disclosure of Proposal Information -- Department of the Interior provision of this solicitation (see DIAR 1452.215-71), offerors shall mark trade-secret, or confidential commercial or financial information contained in the proposal with the restrictive legends specified. The offeror shall also clearly and separately mark all proprietary information (as defined in FAR 3.104-3) contained in the proposal with the restrictive legend "Proprietary Information."

(b) Proposal Volumes. Offerors shall submit separate Volumes with the required number of copies as follows:

Representations, Certifications, and Other Statement of Offerors

II

(1) Page limit for the Technical Proposal does not include Requested Completed Attachments (e.g. resumes of key personnel, personnel experience, or required forms).

(2) Page limit for pricing does not include the Schedule B pages.

(i) Separation of volumes. All electronic copies of each proposal Volume (i.e., all copies of Volume I) are to be packaged individually and clearly marked to identify contents. NO PRICING INFORMATION SHALL BE INCLUDED IN VOLUME II, PRICING INFORMATION IS ALLOWED IN VOLUME I (SCHEDULE B – CLINs – Total Price).

(c) General Contents. Each separate proposal Volume shall:

(1) Be presented in a manner which allows it to “stand alone” without the need to reference other documents;

(2) Be a coherent document free of internal inconsistencies as well as inconsistencies with other volumes of the proposal;

(3) Conform to all solicitation provisions, clauses, or requirements;

(4) Address the submission requirements with specificity and detail where required;

(5) Be an orderly, specific, and complete document in every detail;

(6) Be logically presented, using clear and concise language so that it can be easily read and meaningfully evaluated by Reclamation personnel from a variety of different functional and technical disciplines;

(7) Have all pages in each volume consecutively numbered (including pages with tables and exhibits) and cross-referenced to other volumes where appropriate for each; and

(8) Indicate how the proposal conforms to the evaluation criteria identified in Section M.

(d) Labelling: Each volume of the proposal shall be provided separately in individual electronic documents. Be sure to apply all appropriate markings, including those in FAR 52.215-1(e), Restriction on Disclosure and Use of Data, and 3.104-4, Disclosure, Protection, and Marking of Contractor Bid or Proposal Information and Source Selection Information.

(e) Electronic Offers: Indicate on each document or folder the solicitation number, volume number and title. If files are compressed, the necessary decompression program must be included. The electronic copies of the proposal shall be submitted in a format readable by Microsoft Office 365 Suite, and Adobe Acrobat programs. PDF, Word, or Excel format is required for all documents. PDF is the preferred format, but if a document cannot be fit in PDF, or causes formatting issues, submittal in Word or Excel is acceptable.

Directions for submitting electronic copy of proposal using Kiteworks:

No later than XX TBD 2022 at 1pm MT, the entire below process shall be completed.

Email jgillespie@usbr.gov, aloveless@usbr.gov & cc ajones@usbr.gov to let us know that you are ready to submit the electronic copy of your proposal. It is the contractor’s responsibility to confirm that this email is received by Reclamation.

The next steps in the process are:

1. You will receive an email from secure.usbr.gov. The subject of the message will show the email is from Jeremy Gillespie, Amy Loveless, or Ashton Jones. If you do not see this email, check your SPAM folder.

2. The text of the email informs you that the link to send Reclamation a file is good for a specific number of days.

3. When you click on ACTIVATE in the email, you will be taken to a screen to create a password. The password must be at least 12 characters long and contain at least one uppercase letter, one lowercase letter, one number, and one special character.

4.You will be taken to a screen where you can upload the files that make up your proposal.

5. After you complete the above process, email or call Jeremy Gillespie, Amy Loveless or Ashton Jones to confirm receipt by Reclamation.

If you have technical problems completing this process, contact Jeremy Gillespie, Amy Loveless or Ashton Jones. It is suggested that you do not wait too close to the proposal due date/time to complete this process. It can take time for you to upload your large proposal documents.

(f) Elaborate brochures or documentation, detailed artwork, or other embellishments are unnecessary and are not desired.

(g) The proposal acceptance period is specified in SF 33 Block 12 of the of the solicitation. Offerors providing less than the specified calendar days for Government acceptance after the date offers are due may be considered incomplete and may be eliminated.

(h) In accordance with FAR Subpart 4.8 (Government Contract Files), the Government will retain one copy (an electronic copy) of all unsuccessful proposals.

(i) Point(s) of Contact & Proposal Submission: The Contracting Officer (CO) and Contracting Specialist (CS), are the main points of contact for this acquisition. Address any clarification questions or concerns you may have to the CS and cc the CO by email at the email addresses listed below. Those questions or concerns must be submitted no later than XX TBD 2022, 2PM, MT. Submit electronic proposals by email to the CS and cc the CO at the email addresses listed below.

Electronic Proposals and Questions may use the contact details below (please include all contacts on all emails):

Jeremy Gillespie – Main CS: Phone - 406-247-7615, or email at jgillespie@usbr.gov Amy Loveless – Backup CS: Phone – 801-524-3790, or email at aloveless@usbr.gov Ashton Jones - CO: Phone – 801-524-3621, or email at ajones@usbr.gov

(j) Discrepancies: If an Offeror believes that the requirements in these instructions contain an error, omission, or are otherwise unsound, the Offeror shall immediately notify the CO and CS in writing with supporting rationale. The Offeror is reminded that the Government reserves the right to award this effort based on the initial proposal, as received, without discussion.

(k) Format. To assist in the uniform evaluation of proposals, the following format shall be used in preparing each separate proposal Volume:

(1) Provide a Table of Contents which lists all sections specific to the proposal Volume;

(2) Cross-reference the work statement to the terms of the proposal and indicate how the proposal conforms to the evaluation factors contained in Section M;

(3) Provide a list of any enclosures, including tables, drawings, charts, or other enclosures which summarize data or information if provided;

(4) Any reference to a page limitation shall conform to the following requirements:

(l) Volume I, Business Proposal. Volume I shall incorporate the other Volumes by reference but shall not physically include them. It shall consist of:

(2) SF 33: A fully executed Solicitation, Offer, and Award form required by Section A of this solicitation. It shall be used as the first page of Volume I. The purpose of this volume is to provide information to the government for preparing the contract document and supporting file. The Offeror’s proposal shall include a signed copy of the Solicitation/Contract and sections A – K. Section K must be completed and returned in its entirety as this is a small business set-aside, missing section K may have the proposal determined incomplete and removed from the competition.

a. Section A – Solicitation/Contract Form: Complete blocks 13, 14 (if applicable, if more than four amendments include amendments in proposal), 15a, 15b, 15c if applicable, 16, 17, & 18 of the SF 33. Signature by the Offeror on the SF 33 constitutes an offer, which the Government may accept. SF 33 and amendments do not count towards page limitations.

b. Section B – Supplies or Services and Costs/Prices.

c. Section I – Contract Clauses

d. Section K – Representations, Certifications, and Other Statements of Offerors: Complete Reps and Certs, acknowledgements and statements. Offeror must have filled out an online provision in accordance with FAR clause 52.204-8 Annual Representations and Certifications (JAN 2020). Offer shall identify whether a small business under NAICS 541191 – Title Abstract and Settlement Offices.

e. Exceptions to Solicitation Requirements: Offerors are required to meet all solicitation requirements, such as terms and conditions, representations and certifications, in addition to those identified as Evaluation Factors. Failure to meet a requirement may result in an offer being incomplete and ineligible for award. Offerors must clearly identify any exception to the solicitation terms and conditions and provide complete accompanying rationale. Each exception shall be specifically related to each paragraph and/or specific part of the solicitation, or specifications, to which the exception is taken. Provide rationale in support of the exception and fully explain its impact, if any, on the performance, schedule, cost, and specific requirements of the solicitation. This must be called out clearly in the proposal.

(3) Additional Information: The offeror shall include any other required documents to be furnished by the offeror which is not required to be obtained in another volume of the proposal. In addition, the offeror may include other statements the Offeror chooses to bring to the attention of the Source Selection Official which are not directly related to the other volumes of the proposal.

(m) Volume II

(1) Technical Proposal. The technical proposal should convincingly describe the capability of the offeror's organization to participate in this IDIQ and effectively demonstrate a thorough understanding of the work statement contained in Section C of this solicitation. To assist in the uniform evaluation of proposals, the following format shall be utilized in preparing the technical proposal:

(a) Table of Contents. The Table of Contents shall list all sections of the technical proposal. Any future amendments, additions and/or revisions to the proposal shall be included in an updated Table of Contents;

(b) Index. The Index section shall cross reference the statement of work, specifications, or performance work statement to the terms of the proposal and indicate how the proposal conforms to the evaluation factors contained in Section M;

(c) Enclosures. The Enclosures Section shall include a list of any tables, drawings, charts, and any other enclosures which summarize data or information;

(d) Executive Summary. The Executive Summary shall include a brief discussion of how the required work will be performed and important highlights of the proposal.

(e) General. Volume II, Technical Proposal, shall be an orderly, specific, and complete document in every detail. It shall be presented in a manner which allows it to “stand alone” without the need to reference other documents. It shall convincingly describe the capability of the Offeror’s organization to participate in this IDIQ and effectively state a thorough understanding of the Performance Work Statement contained in Section C of this solicitation. The proposal shall be organized and written so that it can be easily read and meaningfully evaluated by Reclamation personnel from a variety of different functional and technical disciplines. It shall be a coherent document free of internal inconsistencies as well as inconsistencies with other volumes of the proposal.

(f) Use and Disclosure of Proposal Information. In accordance with 1452.215-71 Use and Disclosure of Proposal Information Department of the Interior provision of this solicitation, offerors shall mark trade secret, or confidential commercial or financial information contained in the proposal with the restrictive legends specified. The Offeror shall also clearly and separately mark all proprietary information (as defined in FAR 3.104-4) contained in the proposal with the restrictive legend “Proprietary Information.”

(g) Pricing. For the Technical Proposal to be evaluated strictly on the merit of the material submitted, pricing shall be in Volumes I & III. No pricing information shall be provided in Volume II (Technical Proposal).

(h) Short Concise Writing Preference. There is no need to max out the page count if there is no internal need decided to do so.

Verbose statements and essays are not desired or required in response to this notice. As an overview, Reclamation will evaluate two main factors; 1) The contractor and its capabilities/competency to meet the PWS tasks required, and 2) the work each offeror is promising if award is received. The purpose of this RFP is to evaluate the capability of the contractor, not its writing skills. Terms can be laymen’s terms for simplicity if appropriate for the subject matter.

*Illustrate in simple terms the technical approach and capability your firm will apply, and possesses, if award is received, to satisfy the purpose and scope of this IDIQ according to the PWS and this RFP document.

Evaluation Factor 1: Technical Plan and Organizational Structure Based on the information presented in Section C (PWS), the offerors shall submit their technical plan proposed to accomplish the tasks in the PWS. The discussion of the technical plan shall:

a. Provide a clear technical plan for general oversight of the contract, internal processes, and quality controls (QC) to operate within the geographic boundaries of the proposed MATOC for the tasks listed in the PWS. An acceptable oversight, process, and QC plan will, at a minimum; identify the means and methods the offeror will use to oversee/perform contract performance to clearly ensure quality and timely performance and to prevent, detect, and correct any deficiencies in contract performance with little or no need for government intervention. An acceptable technical plan will also include acceptable procedures, processes, approximate schedules, and controls the contractor will use to coordinate with subcontractors, obtain and use Certified Federal Surveyors (CFedS) if applicable, include planning and expected actions for challenging requirements, and document how the contractor intends to provide the most efficient and effective delivery of services to the government. The technical plan should provide a clear path for existing real estate conditions, work in remote areas impacting the schedule, and potential labor shortages. See the attached PWS for the following service requirements – Tasks 1-18 in Section 4.0 of the PWS – See Section C.

b. Flow Chart/Organizational Structure Chart: Provide a detailed flow chart of contract operations with necessary accompanying narrative, which will clearly reflect the offeror’s strategy for timely completion of work assignments, how the work deadlines will be met, and how the geographic area will be serviced. The offeror’s strategy will also, at a minimum, reflect how the contractor will perform Reclamation’s requirements in competition with any other work the offeror performs, show how many staff will work on the Reclamation requirements, establish how the estimated work will be performed, and reflect how staff will be trained to perform the required tasks. The flow chart should address all major/critical work items outlined in PWS Section 4.0, tasks 1-18 (pasted below for ease of referencing) as well as identify any subcontractors expected to be used in performance of these requirements.

c. Include specific statements of any interpretations, deviations, and exceptions to the PWS, or other solicitation requirements. The oversight plan for performance shall also address key assumptions used in developing the pricing proposal (without referencing any prices), perceived risks and potential major difficulties with accomplishing the work.

d. A complete and detailed description of the offeror’s internal and external resources which will be utilized to complete the work, including use of internal divisions and groups, partners, and teaming arrangements if applicable. This should match the provided flow chart/organizational structure chart. Provide a percentage breakout of work to be completed by the prime contractor and each proposed first-tier subcontractor by name. Percentages shall add up to 100%.

Evaluation Factor 2: Company Past Performance Offeror shall provide past performance questionnaires (PPQs) and/or CPARS reports on a minimum of three (3) and a maximum of five (5) relevant projects similar in scope and magnitude within the last 5 years as defined in Section M. PPQ’s and CPARS are equal and there is no preference on either format. The offeror shall submit the PPQs to their references and have the references complete and return the questionnaires via email to jgillespie@usbr.gov, aloveless@usbr.gov, and carbon copy ajones@usbr.gov by the solicitation due date and time. The PPQ is included in Section J, Attachment No. X: Past Performance Questionnaire. The Government is not responsible for ensuring the receipt of PPQs from contractor references; it is the contractor’s responsibility to follow-up with reference submissions. The government will consider this information, along with information retrieved from other sources (e.g. CPARS, customer interviews, etc.).

The main purpose of this evaluation factor is to assess the quality of each offeror’s previous work. Past performance shall be provided at the prime contractor level; past performance may be accepted for responsibilities as a sub-contractor or sub-consultant but is less desired than performance as a prime contractor. Emphasis shall be placed on providing past performance information on Realty Services reasonably similar in scope and magnitude as the requirements in the Section C PWS (pasted above in Eval Factor 1 Table)..

The past performance listed should include at least two of the following Groups One through Four below, and group Five is additional and will be reviewed/considered for closely related activities:

a. Group One: PWS Tasks 1 through 4 (PTE through Valuation)

b. Group Two: PWS Tasks 5 through 9 (Pre-Acq/Title Evidence through Negotiations)

c. Group Three: PWS Tasks 10 through 14 (Grantor Signature on PA through Closing)

d. Group Four: PWS Tasks 15 through 18 (Process relocation through file close-out).

e. Group Five: Closely related activities of a realty service nature (other closely related activities that show relevant experience and skills) Relevant past performance of the entity that is performing as the prime contractor; Relevancy can be defined as any direct task, previous contract, previous task order, or other relevant format that shows work included in the PWS Section 4.0 Tasks 1-18, at any stage of project completion.

Past performance shall specifically state success in documentation management, cost control, schedule control, quality control, and customer satisfaction.

Offerors shall provide satisfactory past performance on projects of similar scope, complexity, and magnitude (IDIQ experience and more tasks in PWS Section 4.0 is preferable): including related tasks, austere locations, within the past five (5) years.

Offerors are encouraged to address any performance problems/issues that the Government may identify and explain corrective action taken and current status. The Government will consider this information in determining the Offeror’s past performance rating.

An Offeror’s failure to address performance issues/problems within this volume does not preclude the Government from using such information in determining a past performance rating.

Evaluation Factor 3: Company Experience

The purpose of this evaluation factor is to assess the contractor’s experience, and capability, as well as to what degree the offeror has performed the related work required. The offeror shall provide evidence of the offeror’s (i.e., firm’s or organization’s) prior and current experience in performing the work and/or providing the deliverables required by this solicitation and included PWS. The proposal must clearly reflect prior and current experience in performing work that is the same as, or substantially similar to, the requirements outlined in the solicitation and included PWS. This evaluation factor is for determining whether the offeror possesses relevant experience to assure the government that the work can be successfully executed. This is separate from Evaluation Factor 2, which is a past performance evaluation (Eval Factor 2 for quality, Eval Factor 3 for capability).

a. The offeror shall provide a list of three (3) projects that were complete within the past five (5) years (can be the same as projects submitted for Evaluation Factor 2 – Past Performance) which are similar in scope, complexity, and magnitude of the required under this solicitation. For each proposed project please provide:

1. Name of the project

2. Description of the work which clearly calls out the similarities to the work required in this solicitation, such as scope and location.

3. Contract number, date, and type (structure and pricing arrangement – e.g., FFP and IDIQ TO).

4. Name(s) and contact information of references from the acquiring customer who may be contacted for further information (if same as PPQ in eval factor can reference). Ensure all contact information is still current.

5. Original contract award amount and final amount with any modifications, along with short description of what the modifications changed (purpose, scope, amount, etc.).

b. Offeror should be able to provide records of successful experience in conducting at least two of the five groups below and show actual performance experience within the previous five-year period. The records should show experience in performing work that is the same, or substantially similar to, Reclamation’s requirements as outlined in this solicitation and the PWS. If a proposal is being submitted by a Joint Venture, partnership, etc. specific information concerning each “member” organization must be provided.

a. Group One: PWS Tasks 1 through 4 (PTE through Valuation)

b. Group Two: PWS Tasks 5 through 9 (Pre-Acq/Title Evidence through Negotiations)

c. Group Three: PWS Tasks 10 through 14 (Grantor Signature on PA through Closing)

d. Group Four: PWS Tasks 15 through 18 (Process relocation through file close-out).

e. Group Five: Closely related activities of a realty service nature (other closely related activities that show relevant experience and skills) Offeror shall provide experience evidence on projects by completing the Project Information Worksheet for each identified project. The worksheet is included in Section J, Attachment No. X: Project Experience Evaluation Factor 4: Seed Project “Fair Opportunity Proposal Request (FOPR) 0001 – Regulating Tank Site #1” The seed project will be awarded to the successful offeror as stated below in the FOPR details. Individual TO requests after award of the basic can be expected to follow the below format, or something substantially the same. Evaluation Factor 4 is meant to illustrate the generally expected process that Reclamation will implement to compete orders through the MATOC’s once awarded and finalized. No pricing shall be included in this Volume and the price proposal for the seed task must be included within Volume III, Evaluation Factor 5: Cost/Price.

Beginning of FOPR Template

Description of Services: Regulating Tank Site #1 Location of Services: Crowley Country, CO, Townships 21S and 22S, Range 59 Closing Date/Time: TBD, will match basic IDIQ closing date/time This is a Fair Opportunity Proposal Request (FOPR) for services to be provided under the AVC Realty Multiple Award Task Order Contracts (MATOCs). A review of the FOPR requirements has been conducted, and it has been determined that the preponderance of the work falls within the scope of the contracts. The FOPR tasks are as follows:

FOPR Action 1 General Description of Action:

Permanent access easement from County Lane 3 along existing two-track dirt road approximately as shown in Figure 1. To include permissions to complete minor road improvements (e.g., grading).

Tasks (only applicable to this action if checked):

Figure 1 FOPR Action 2 General Description of Action:

Fee-title acquisition of the NE ¼ of the SE ¼ of Section 3 in Township 22S Range 59W. See Figure 2 for approximate location.

*Reclamation does not guarantee the accuracy of this information. The Contractor is responsible for verifying.

Tasks (only applicable to this action if checked):

Figure 2 FOPR Action 3 General Description of Action:

Temporary construction easement for pipeline construction and permanent access easement for pipeline operation and maintenance. See Figure 3 for approximate location/alignment. For the temporary construction easement, the easement shall be 200 feet wide (100 feet on either side of the alignment). For the permanent access easement, the easement shall be 100 feet wide (50 feet on either side of the alignment).

*Reclamation does not guarantee the accuracy of this information. The Contractor is responsible for verifying.

Tasks (only applicable to this action if checked):

Figure 3 There is no incumbent contractor. Fair opportunity is herein provided to all potential MATOC prime contractors. The Government intends to award a single task order as a result of this FOPR to the offeror that can fulfill all requirements of this FOPR and the Performance Work Statement (PWS) IAW the listed evaluation factors and attachments. Responses that are for less than the full requirements will be rejected and will not be evaluated.

Attached are all related documents for this FOPR. Please ensure that you have read the attached documents, to include specific response submission instructions that are included in this FOPR, and then submit your response by the date and time indicated above.

Partners choosing not to submit a proposal shall provide a detailed explanation of their decision choosing not to submit a proposal no later than seven (7) business days after receipt of the official FOPR. The ―no-bid reply should be directed via e-mail to the CO/CS that sent the FOPR notice.

All items within the FOPR must be completed and returned by closing due date and time. In addition to this letter, this FOPR includes the following exhibits:

Additional Terms and Conditions

In addition to the clauses in the AVC Realty MATOC, the following apply to this TO:

☒ FOPR Attachment 2 - Pricing Schedule (CLIN Structure)

Performance Work Statement (PWS) AVC Realty Multiple Award Task Order Contract (MATOC) Seed Task

United States Bureau of Reclamation Eastern Colorado Area Office

General Information

1. GENERAL: This is a non-personal services task order to provide Realty Services in support of the Arkansas Valley Conduit (AVC) projects. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. All provisions, requirements, and standards of the base contract apply to this task order unless specifically identified in this PWS.

1.1 Description of Services/Introduction: The Contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform AVC Realty Services as defined in this PWS, as well as the basic MATOC PWS. The Contractor shall perform to the standards in this task order and the terms and conditions set forth in the MATOC.

1.2 Background: The AVC is a major infrastructure project that upon completion will convey a reliable municipal and industrial water supply from Pueblo Reservoir to 40 communities serving a projected future population of 50,000 people in southeastern Colorado. The service area includes water providers in Bent, Crowley, Kiowa, Otero, Prowers, and Pueblo counties. When completed, the AVC will supply as much as 7,500 acre-feet annually to these communities.

These areas are dependent on groundwater supplies that are in many cases contaminated by naturally occurring radionuclides such as radium and uranium, or by direct influence of surface water that contains harmful microorganisms and pollutants. These communities increasingly face expensive alternative remedies such as reverse-osmosis, ion exchange, filtration, and bottled water. A reliable source of clean, safe water is needed for the area’s health and welfare.

1.3 Objectives: The objective is to have the contractor perform all required tasks in a timely and quality manner so that the government may obtain the required construction easements/Right-of Ways (ROW’s) to allow it to maintain its AVC construction schedule.

1.4. Scope: Services include the full range of the AVC Realty Services MATOC. Services include all tasks in the basic PWS except for task number 15, the contractor will not be required to process relocations for the three parcels included in this FOPR.

1.5. Period of Performance (PoP): The Contractor shall provide all personnel, management, supervision, equipment, tools, supplies, materials, transportation, and any other items and services necessary to perform the functions of the PWS. The PoP is to be complete within 24 Months after task order award.

1.6. Quality Assurance: The Government will evaluate the Contractor’s performance under this task order in accordance with the Quality Assurance Surveillance Plan (QASP). This plan is primarily focused on what the Government must do to ensure that the Contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.7. Task Order Type/Type of Contract: The government will award a Firm-Fixed Price (FFP) w/ an Economic Price Adjustment (EPA) Task Order.

1.8. Special Qualifications: There are no special qualifications or certifications required by this task order outside of the surveyor certifications listed in the basic MATOC.

1.9. Post Award Conference: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation (FAR) Subpart 42.5. The Contracting Officer (CO), Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the CO will apprise the Contractor of how the government views the Contractor's performance and the Contractor shall apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.10 Contracting Officer Representative: The COR will be identified by separate letter. The COR monitors all technical aspects of the task order and assists in task order administration. The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the task order: perform inspections necessary in connection with task order performance: maintain written and oral communications with the Contractor concerning technical aspects of the task order: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the CO and Contractor of any deficiencies. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.11 Utilizing Electronic Mail: When prime Contractor or Sub-Contractor personnel send E-mail messages as a part of task order performance (or otherwise relating to task order matters), each sender shall include his/her name (both first and last names), contact information (e-mail, phone), and the name of the individual's employer to their signature block. The contractor or sub-contractor shall also include the task order number in the subject line of all emails.

QUALITY ASSURANCE SURVEILLANCE PLAN

AVC Realty MATOC FOPR 0001 Contract Number: TBD Task Order Number: TBD Contract Description: AVC Realty MATOC – FOPR 0001 Contractor’s name: TBD (hereafter referred to as the contractor).

1. PURPOSE.

This Quality Assurance Surveillance Plan (QASP) provides a systematic method to evaluate performance for the stated contract. This QASP explains the following:

· What will be monitored.

· How monitoring will take place.

· Who will conduct the monitoring?

· How monitoring efforts and results will be documented.

This QASP does not detail how the contractor accomplishes the work. Rather, the QASP is created with the premise that the contractor is responsible for management and quality control actions to meet the terms of the contract. It is the Government’s responsibility to be objective, fair, and consistent in evaluating performance. In addition, the QASP should recognize that unforeseen and uncontrollable situations may occur.

This QASP is a “living document” and the Government may review and revise it on a regular basis. However, the Government shall coordinate changes with the contractor. Updates shall ensure that the QASP remains a valid, useful, and enforceable document. Copies of the original QASP and revisions shall be provided to the contractor and Government officials implementing surveillance activities.

The following FAR clauses may apply depending on contract type:

52.246-4 Inspection of Services – Fixed-Price

2. GOVERNMENT ROLES AND RESPONSIBILITIES.

The following personnel shall oversee and coordinate surveillance activities.

a. Contracting Officer (CO) - The CO shall ensure performance of all necessary actions for effective contracting, ensure compliance with the contract terms, and shall safeguard the interests of the United States in the contractual relationship. The CO shall also assure that the contractor receives impartial, fair, and equitable treatment under this contract. The CO is ultimately responsible for the final determination of the adequacy of the contractor’s performance.

Assigned CO: Ashton Jones Organization or Agency: Upper Colorado Region Telephone: 801-524-3621 Email: ajones@usbr.gov

b. Contract Specialist (CS) - The CS acts as an acquisition consultant and serves as liaison between the Acquisitions Management Division (AMD) and the requesting customer office, as well as liaison between the contractor and the supporting contracting office.

Assigned CS: Jeremy Gillespie Telephone: 406-247-7615 Email: jgillespie@usbr.gov

c. Contracting Officer’s Representative (COR) - The COR is responsible for technical administration of the contract and shall assure proper Government surveillance of the contractor’s performance. The COR shall keep a quality assurance file. At the conclusion of the contract or when requested by the CO, the COR shall provide documentation to the CO. The COR is not empowered to make any contractual commitments or to authorize any contractual changes on the Government’s behalf. The contractor shall refer any changes they deem may affect contract price, terms, or conditions to the CO for action.

Assigned Primary COR (PCOR): TBD Telephone: TBD Email: TBD

3. CONTRACTOR REPRESENTATIVES:

The following employees of the contractor serve as the contractor’s Program Manager and Task Manager for this contract.

a. Program Manager –

b. Task Manager –

4. PERFORMANCE STANDARDS / METHODS OF QA SURVEILLANCE.

Valid and current PTE documents.

PTE documentation is kept up to date in searchable database – 90% of changes are reflected in database within three (3) working days of change. 100% of changes are reflected in database within ten (10) working days of change.

90% of existing PTE documents are renewed at least 90 calendar days prior to expiration. 100% of existing PTE documents are renewed prior to expiration. Landowner denials of PTEs will not count against this metric.

Surveillance results may be used as the basis for actions (to include payment deductions) against the contractor. In such cases, the Inspection of Services clause in the Contract becomes the basis for the CO’s actions.

5. RATINGS.

Metrics and methods are designed to determine if performance exceeds, meets, or does not meet a given standard and acceptable quality level. A rating scale shall be used to determine a positive, neutral, or negative outcome. The following ratings shall be used:

6. DOCUMENTING PERFORMANCE.

a. ACCEPTABLE PERFORMANCE.

The Government shall document positive performance. A report template is attached. Any report may become a part of the supporting documentation for fixed fee payments, award fee payments, or other actions.

b. UNACCEPTABLE PERFORMANCE.

When unacceptable performance occurs, the COR shall inform the contractor. This will normally be in writing unless circumstances necessitate verbal communication. In any case the COR shall document the discussion and place it in the COR file.

When the COR determines formal written communication is required, the COR shall prepare a Contract Discrepancy Report (CDR) and present it to the contractor's task manager or on-site representative. A CDR template is attached to this QASP.

The contractor shall acknowledge receipt of the CDR in writing. The CDR will specify if the contractor is required to prepare a corrective action plan to document how the contractor shall correct the unacceptable performance and avoid a recurrence. The CDR will also state how long after receipt the contractor has to present this corrective action plan to the COR. The Government shall review the contractor's corrective action plan to determine acceptability.

Any CDRs may become a part of the supporting documentation for contract payment deductions, fixed fee deductions, award fee nonpayment, or other actions deemed necessary by the CO.

7. FREQUENCY OF MEASUREMENT.

a. Frequency of Measurement.

During contract performance, the COR shall take periodic measurements, at a minimum once per…