B01__Draft_PWS_Stampede_Power_Plant_XM_Planning_Study_1.pdf

STAMPEDE POWER PLANT XM PLANNING STUDY

PERFORMANCE WORK STATEMENT (PWS)

MARCH 2026

1.0 SCOPE

1.1 OBJECTIVE

The objective of this contract is to acquire contractor services to complete a planning study, and all associated documents, to analyze project alternatives to support an Extraordinary Maintenance (XM) Planning report for the rehabilitation of Stampede Power Plant. The planning study must comply with Reclamation Policy; Directives and Standards; and the Principles, Requirements and Guidelines, listed in Section 2.0. This Performance Work Statement (PWS) will produce an XM Planning report. This work does not include final design, bidding service, construction management oversight, or construction of the Stampede Power Plant rehabilitation or replacement.

1.2 BACKGROUND

The Bureau of Reclamation (Reclamation) is the nation's largest wholesale water supplier, operating 338 reservoirs with a total storage capacity of 140 million acre-feet. Reclamation projects provide irrigation water for 10 million farmland acres and deliver 10 trillion gallons of water to more than 31 million people each year. Reclamation is the second largest producer of hydropower in the United States and operates 53 hydroelectric power plants that annually produce an average of 40 billion kilowatt-hours. Reclamation’s Lahontan Basin Area Office (LBAO), located in Carson City, Nevada, administers the Humboldt, Newlands, Truckee Storage, and Washoe Projects in California and Nevada.

Stampede Power Plant, which is a part of Stampede Dam, was constructed as part of the Washoe Project. This project’s purpose was to develop water supplies to meet additional needs by conserving excess runoff in project reservoirs and by saving water previously lost to nonbeneficial evaporation and transpiration. The plan also called for using storage capability to regulate flows for such nonconsumptive purposes as flood control, fishery improvement, and power production. The project was authorized by Public Law 858, 84th Congress, 2nd Session, August 1, 1956, as amended August 21, 1958, by Public Law 85-706.

The Power Plant, located in Sierra County, California (Figures 1 and 2), is unmanned with regular site visits being performed by the LBAO staff. It is designated and designed as a run of the river facility, meaning that excess water can’t be released just for the purpose of power production. Construction of the Power Plant started in in 1983 and was placed on-line in 1988.

Stampede Power Plant includes two Units that together have a total installed capacity of 3.65 megawatts at a rated head of 183 feet, with flows ranging from 30 cubic feet per second (cfs) to 275 cfs. Unit 1, at 3,000 kW, is designed to produce power during higher flows, 50 – 225 cfs. Unit 2, at 650 kW, is designed to produce power during lower flows, 30 – 50 cfs. The units can run combined for flows between 225 – 275 cfs. Excess flow beyond 275 cfs must be released from the Stampede Dam outlet works.

The Power Plant is fed by a 42-inch diameter penstock, which is attached to the 90-inch outlet works pipe through a 54-inch reducer. The 42-inch-diameter penstock directly feeds Unit 1 and a 24-inch-diameter branch feeds Unit 2. The two units discharge into a common tailrace, which empties into the Little Truckee River.

The power generated at Stampede Power Plant is transmitted into the local power grid and is marketed by Western Area Power Administration (WAPA). Power generating funds are placed into the Stampede Energy Exchange Account (SEEA), which is managed by the Truckee Donner Public Utility District (District). The SEEA account funds first pay for station service at the plant and project-use power for the U.S. Fish and Wildlife Service’s Lahontan National Fish Hatchery and Marble Bluff Fish Facility, then the remaining funds are used to pay the reimbursable portion of the operations and maintenance (O&M) costs. Additionally, the facility is considered small hydro by the State of California and qualifies for renewable energy credits under California’s Renewable Portfolio Standard.

The mechanical components of the facility (turbines, valves, governors, and miscellaneous supporting mechanical equipment) generally have a 30-year design life. The electrical components of the facility (generators, relays, excitation systems, breakers and supporting electrical equipment) generally have a 50-year design life. Performing preventative maintenance activities, in some cases, is not feasible due to the small size, design, and uniqueness of the equipment. Therefore, some equipment is considered run-to-failure. In addition, maintaining outdated equipment requires a reliance on specific expertise that is challenging and costly to find within the industry. Stampede Power Plant is reaching the end of its design life. If operations are to continue, some significant maintenance activities and/or equipment replacement will need to occur.

Figure 1: Vicinity Map

Figure 2: Location Map

2.0 REFERENCES

The following list of documents are provided here for reference in the performance of this contract:

Number

Title and Edition Date Source

1 Principles and Requirements for Federal Investments in Water Resources (PR&G) 2013 Council on

Environmental Quality

Reclamation Manual D&S CMP 09-04 “Planning for Major Rehabilitation and Replacement of Existing Assets”

2024 Reclamation

3 Reclamation Manual Policy CMP P09 “Water and Related Resources Planning” 2020 Reclamation

4 Reclamation Manual Policy CMP P07 “Project Management” 2018 Reclamation

5 Reclamation Manual D&S CMP 06-01 “Reclamation Value Program” 2001 Reclamation

6 Reclamation Manual D&S PEC 01-02 “Project Cost Allocations” 2019 Reclamation

7 Reclamation Manual D&S FAC 03-03 “Design Activities” 2015 Reclamation

8 707 Department of the Interior Departmental Manual (DM) 1 2015 Reclamation

Reclamation’s NEPA Handbook and mandatory NEPA time (40 CFR 1501.10) and page limits (40 CFR 1501.5(f))

Latest Reclamation

10 50 CFR §402.12(f) and USFWS’ ESA Section 7 Consultation Handbook Latest Reclamation

11 Reclamation’s Mid-Pacific Region Cultural Resource Guidelines 2013 Reclamation

12 Reclamation’s Visual Identity Guidelines for Publications/Reports and electronic template Latest Reclamation

13 Truckee River Operating Agreement (TROA) 2008 Reclamation LBAO 14 Power Review of Operations and Maintenance 2024 Reclamation LBAO

15 Annual Power Operation and Maintenance Summary Report 2024 Reclamation LBAO

16 Annual Power Operation and Maintenance Summary Report 2023 Reclamation LBAO

17 Stampede Power Plant Arc Flash Hazard Analysis 2023 Reclamation LBAO 18 Stampede Unit 1 and 2 Governor Alignments 2024 Reclamation LBAO 19 Stampede Power Plant Infrared Inspection Review 2022 Reclamation LBAO

20 2020 Review of Operation and Maintenance (RO&M) 2020 Reclamation LBAO

21 Stampede Power Plant Facility – Hydraulic Equipment and Coatings Inspection 2017 Reclamation LBAO

22 Stampede Power Plant Review of Protective Relaying 2024 Reclamation LBAO

23 USBR Stampede Power Plant Maintenance Test Report 2021 Reclamation LBAO

24 NATS - 2023 Testing Report (1 of 2) & (2 of 2) 2023 Reclamation LBAO

25 2020 Review of Operation and Maintenance (RO&M) 2020 Reclamation LBAO

26 Stampede Power Plant Facility – Hydraulic Equipment and Coatings Inspection 2017 Reclamation LBAO

27 Stampede Power Plant Review of Protective Relaying 2024 Reclamation LBAO

28 USBR Stampede Power Plant Maintenance Test Report 2021 Reclamation LBAO

29 NATS - 2023 Testing Report (1 of 2) & (2 of 2) 2023 Reclamation LBAO

3.0 TASKS

The Contractor shall perform the following tasks:

3.1 TASK 1 – PROJECT MANAGEMENT AND COORDINATION

The Contractor shall provide project management/administration activities in support of the project, including the following:

(1) Conduct all managerial and administrative duties to manage this contract. This includes project management and oversight of Contractor activities, staff, and resources.

(2) Coordinate and communicate with the Technical Team, Stakeholders and Reclamation Project Management Team.

(3) Develop a Project Management Plan (PMP) which includes the Contractor’s understanding and approach to the deliverables outlined in this PWS by sub-task, the Contractor’s approach to completing the Project within schedule, key staff and contact information.

(4) Develop a schedule of activities by sub-task identified in this PWS including work product milestones. The project schedule shall be in a Gantt chart format, be delivered to Reclamation in MS Project format, and use the Critical Path Method. The schedule shall contain necessary predecessor/successor logic, clearly show the Project’s critical path, and show planned and actual durations. The schedule should also include project deliverables. This schedule will be revisited at least monthly and updated as needed. Updated schedules shall show actual progress.

(5) Develop a risk register/risk management matrix, which may be included in the PMP. The risk register/risk management matrix shall demonstrate how the Contractor will manage risks that may impede goals, objectives, success, and schedule. The risk management matrix shall be used for identifying, prioritizing, and tracking risks. The Contractor shall apprise the subcontractors of the risks and the consequences associated with their tasks.

(6) The Contractor shall communicate the objectives and scope for each task with any subcontractors. The Contractor shall ensure that the subcontractors are provided reasonable timeframes to complete and provide their work product including the technical and quality review cycles. Contractor shall designate milestones at which time the subcontractor work is reviewed, and the Contracting Officer’s Representative (COR) is apprised of the effort.

(7) Records documenting quality shall be kept and made available to the Contracting Officer (CO) and COR (when requested) throughout the contract performance period and for the period after contract completion, until final settlement of any claims under this contract.

(8) Prepare and submit monthly status reports and invoices.

(9) Prepare and submit final invoice and release of claims.

3.2 TASK 2 – MEETINGS

The Contractor shall participate in meetings as necessary. The anticipated meeting frequency and participants are described as follows:

(1) Kickoff Meeting – Within two weeks of contract award, the CO, COR, and LBAO Project Manager will schedule a virtual Kickoff Meeting with the Contractor. Discussion topics for the meeting shall include, but are not limited to, reviewing contract requirements and deliverables, defining roles of assigned personnel, the project schedule, and Contractor information needs.

(2) Site Visit – The Contractor may request a post-award site visit to Stampede Dam & Power Plant to further evaluate information needs. This site visit would be scheduled at the discretion of the Contractor. The LBAO Project Manager will work with the Contractor to schedule the site visit.

(3) Technical Team Meetings – The Contractor shall participate in virtual and/or in-person meetings with LBAO’s Project Manager and the project technical team, as requested, to provide updates on task status and to obtain additional direction or project details. The Contractor shall anticipate monthly one (1) hour virtual meetings. One (1) hour of pre-meeting preparation is anticipated each time. For each meeting, the Contractor shall provide meeting notes that summarize action items and decision points. Draft meeting notes shall be delivered within three (3) days of the meeting. Final notes, incorporating comments and suggested changes, shall be provided within two (2) days of receipt of all comments.

3.3 TASK 3 – REVIEW BACKGROUND MATERIALS

The Contractor shall review and utilize as applicable the reference documents listed in Section 2.0.

3.4 TASK 4 – VALUE PLANNING STUDY

The Contractor, at a minimum, shall provide three (3) qualified staff members to participate in a week-long, in-person Value Planning Study per Reclamation Value Program requirements outlined in CMP 06-01 Reclamation Value Program (referenced in Section 2.0). In preparation for the Value Planning Study, the Contractor will prepare a briefing on the project background and objectives, needs, opportunities, planning constraints, etc. The LBAO PM will provide the facilitator for the Value Planning Study. The LBAO PM and Value Planning Study facilitator will coordinate with additional partners and/or beneficiaries of the project for their participation in the Value Planning Study. The

Value Planning Study will determine the top five (5) rated alternatives, including the No Action Alternative, and summarize these findings and conclusions in a Value Planning Report, which will be used as the basis for the Planning Study/XM Planning Report (see Task 5).

3.5 TASK 5 – PLANNING STUDY/XM PLANNING REPORT

The Contractor shall complete a planning study to analyze alternatives for the rehabilitation of Stampede Power Plant, consistent with the PR&Gs and Reclamation guidance that will support a determination of eligible Federal funding for the Project. Reclamation’s applicable D&Ss, and all other applicable federal laws, policies, and guidance will be followed. The Contractor shall prepare an XM planning report per CMP 09-04 for the Project. The XM planning report will be prepared using information developed up to and including the planning level design.

This task shall rely on information developed under separate tasks in this scope of work for engineering and design, economic analyses, and environmental compliance.

Subtask 5-1 – Formulate and Evaluate Alternatives

The Contractor shall perform the following:

(1) Coordinate with Reclamation to define and document project objectives, problems, needs, opportunities, and planning constraints.

(2) Establish a description of without-project conditions in the study area that will form the basis of the No Action Alternative.

(3) Utilize the Value Planning Study Report to review and prepare descriptions of the Project alternatives.

(4) Prepare briefing information on the performance, cost, environmental constraints, schedule, and other evaluation criteria for each alternative, including the No Action Alternative.

(5) Determine the need for additional information, data acquisition, and additional analysis.

(6) Coordinate with Reclamation to evaluate effects of alternative plans based on a set of evaluation criteria that address (at a minimum) project performance, cost, environmental constraints, and schedule. Prepare a comparison of alternatives based on the benefit, cost, and environmental constraints.

(7) Coordinate with Reclamation to select the Recommended Plan.

Engineering analyses and cost estimates used in the evaluation of alternatives will be prepared under Project Tasks 6 and 7 below. Prior to selecting a Recommended Plan, the Contractor shall participate in a Value Planning Study (Task 4).

Subtask 5-2 – Plan Formulation and Documentation

The Contractor shall prepare a Plan Formulation Report which will expand on the value planning study report which will have no more than (5) top rated alternatives. This Plan Formulation Report will become the basis of a XM planning Report appendix. The Plan Formulation Report will describe the alternatives development process, including the overall study planning process; identified problems, needs, and objectives; planning criteria and constraints; development and evaluation of measures, and formulation and evaluation of initial alternatives. Additionally, the method for selecting (3) alternatives to further develop in the planning level engineering and design shall not exceed an appraisal level of effort.

Subtask 5-3 – Administrative Draft XM Planning Report The Contractor shall develop updated and expanded planning level evaluations for refined and revised alternatives as they progress through planning level designs. Contractor shall perform evaluations and prepare information to enable comparison of the refined alternatives, including project costs (capital and year of occurrence, O&M over the project life, and replacement costs and when replacement costs are anticipated).

The Contractor shall prepare two rounds of Administrative Drafts for review by Reclamation of the XM planning report summarizing the results of the planning study and identifying a tentatively selected alternative for potential recommendation and implementation. The Contractor shall summarize planning and technical analyses, results, and findings in the body of the report and document detailed technical data and information in appendices. The Final Plan Formulation Report will form the basis for a Plan Formulation Appendix to the XM planning report and will be modified to include additional analyses to support the selection of the recommended alternative. The report shall be consistent with Reclamation guidelines for preparing Federal Planning documents.

The Contractor shall identify potential Federal interest in the tentatively selected Federal alternative and identify the potential non-Federal sponsor(s). Contractor shall also identify and describe the locally preferred plan (LPP) if it is different than the tentatively selected Federal alternative. This shall include describing non-Federal roles and responsibilities related to ownership, operation, financing, and repayment of the project.

The Administrative Draft XM planning report shall be prepared initially as a First Administrative Draft XM planning report, and then as a Revised Administrative Draft XM planning report. The report shall include a section on conclusions and recommendations. The Administrative Draft XM planning report Appendix will include a copy of the Planning Level Economic Analysis.

Subtask 5-4 – Draft Final and Final Planning Study/XM Planning Report After the Project undergoes Design, Estimating and Construction Review and Policy Compliance Review, the draft XM planning report will be updated to address any comments from those two reviews. The updated draft Final report will be reviewed by Reclamation. The Contractor shall update the report to address comments and then produce the final XM planning report. The final XM planning report must comply with Section 508 of the United States Workforce Rehabilitation Act of 1973, a federal law mandating that all electronic and information technology developed, procured, maintained, or used by the federal government be accessible to people with disabilities (508 Compliant).

3.6 TASK 6 – PLANNING-LEVEL ENGINEERING AND DESIGN

The Contractor shall develop Planning-level design plans, preliminary specifications, and cost estimates to the Class 4 (see subtask 6.3) level for up to two (2) Alternatives developed in Task 5.

Design drawings have design features which are developed for general evaluation purposes only, per Reclamation Manual D&S FAC 03-03. The designs depicted on these drawings are not of sufficient detail for use in construction or acquisition.

Subtask 6-1 – Design Criteria Prior to developing the plans, specifications and cost estimates, the Contractor will document the key design criteria for each discipline, confirm the criteria with Reclamation, and document any design decisions or preferences by the Contractor.

Subtask 6-2 – Flow and Power Production Analysis

This task is to provide flow and power production analysis of proposed alternatives.

Some areas of analysis may include:

(1) Historic and future hydrologic variability including considerations related to TROA and Climate Variability.

(2) Historic and future power market variability.

This task is also to provide hydrologic and power market analysis including water and power supply benefits analysis to support Task 7 Economic Analysis.

Subtask 6-3 –Plans, Specifications, and Cost Estimates Preliminary engineering calculations and project design criteria will be further developed and documented during this subtask. Anticipated drawings prepared for this type of project include:

(1) Preliminary electrical plans and schematics

(2) Preliminary mechanical site plans and typical sections

(3) Preliminary civil site plans and typical sections

(4) Preliminary architectural elevations of buildings

(5) Preliminary equipment list

Based on the planning-level design documents, an Opinion of Probable Construction Cost (OPCC) will be prepared for the Project. The OPCC will be “Class 4” in accordance with the cost estimate classes as defined by the Association for the Advancement of Cost Engineering. The expected accuracy ranges for this class estimate are -15 to -30 percent on the low side and +20 to +50 percent on the high side.

The cost estimate is a “snapshot in time” and the reliability of this engineering OPCC will inherently degrade over time. It is understood that the Contractor cannot and does not make any warranty, promise, guarantee, or representation, either express or implied, that proposals, bids, project construction costs, or cost of operation or maintenance will not vary substantially from its good faith cost estimate.

The Contractor shall prepare the plans, specifications, and cost estimates as draft, draft final, and final, incorporating Reclamation’s comments and making design changes as necessary before finalizing.

The Contractor will provide the draft final level plans, specifications, and cost estimates for use in Reclamation’s Design, Estimation, and Construction (DEC) review.

3.7 TASK 7 – ECONOMIC ANALYSIS

The economic analyses required to support the XM planning report will be based on the Principles, Requirements and Guidelines for Water and Land Related Resources Implementation Studies (PR&G 2013), Department of Interior (DOI) Agency Specific Procedures (707 DM 1 HB), and Reclamation guidance (e.g., CMP 09-04). Detailed economic analysis will be presented in an appendix to the XM planning report and summarized as necessary in the XM planning report.

The Contractor shall work with Reclamation to determine the appropriate economic analysis; either cost-effectiveness analysis, which is preferred for XM planning reports, or benefit-cost analysis, which can be used if outputs differ significantly between alternatives.

If Reclamation decides to prepare a cost-effectiveness analysis, the Contractor shall work with Reclamation to assess the costs per unit output of each alternative. The Contractor shall work with

Reclamation to determine, describe, and quantify the appropriate output metric for analysis. The Contractor shall compare the cost-effectiveness of alternative plans to identify the cost-effective alternative. The Contractor shall coordinate with Reclamation to confirm the acceptability of the proposed methods and tools for application in the Federal XM Planning report.

Economic information for beneficial effects of alternatives, including unquantifiable and/or unmonetizable benefits, will not be developed in this task. Rather, beneficial effects of alternatives will be developed for and presented in the Federal XM Planning report, as described in Task 5.

If Reclamation decides to prepare a benefit-cost analysis, the Contractor shall propose benefit calculation methods and tools for Reclamation to review. The Contractor shall coordinate with Reclamation to confirm the acceptability of the proposed methods and tools for application in the Federal XM Planning report.

The Contractor shall work with Reclamation to determine and describe benefit categories, such as irrigation and Municipal and Industrial (M&I) water supply, fish and wildlife benefits, etc. for the Project. The Contractor shall then determine whether the Project beneficiaries have changed since original authorization and document who the beneficiaries are. If necessary, the Contractor shall calculate an interim Project cost allocation to reflect changes to the benefit categories and distribution of benefits to the identified beneficiaries.

The Contractor shall prepare planning-level estimates of public economic benefits (formerly denoted as National Economic Development (NED)) benefits for up to the number alternative plans sited in subtask 5-2 using methods and tools approved by Reclamation. If Reclamation decides to prepare a benefit-cost analysis, it is anticipated that public economic benefits will be estimated using methods commonly applied for agricultural water supply and other purposes provided by Newlands Project and Truckee Storage Project facilities. Hydrology studies and analyses used to determine water supply related cost allocations and benefit categories will be prepared under Project Task 7 above.

Planning-level cost information will be developed under Task 7. The Contractor shall compare the costs and benefits of alternative plans to identify the respective net public economic benefits, calculate benefit-cost ratio(s), and the relative relationship of the alternatives to maximizing public benefits.

Economic information for other types of benefits identified in the PR&G that would not be incorporated into a benefit-cost analysis, such as regional impact analysis and unquantifiable and/or unmonetizable benefits will not be developed in this task. Benefits that are regional for the local economy (e.g., regional impact analysis) and/or are not quantifiable and/or monetizable will be developed for and presented in the Federal XM Planning report, as described in Task 5.

The Contractor shall also determine the allocation of the project costs to the different purposes served by the project to determine financial responsibilities for repayment of reimbursable costs (in accordance with PEC 01-02) as follows:

• Distinguish Federal reimbursable, Federal non-reimbursable, and Non-Federal (local) costs, consistent with Federal laws and Reclamation guidance.

• Identify potential non-Federal cost-sharing partner(s).

• Estimate how Non-Federal costs could be divided among local cost-sharing partners.

• Estimate repayment responsibilities for Federal reimbursable costs.

The Contractor shall prepare an Economic Analysis Technical Memorandum that describes the economic analysis methods and tools applied to the evaluation and presents results. The Technical

Memorandum will be included as an appendix to the Administrative Draft, draft, and final XM Planning report.

3.8 TASK 8 –ENVIRONMENTAL COMPLIANCE

The Contractor shall prepare the required documentation to comply with the National Environmental Policy Act (NEPA). It is assumed that an Environmental Assessment (EA) will be required to comply with NEPA, Biological and Cultural information, if obtained in Optional Task 5, will be incorporated into the EA.

Upon completion of the First Administrative Draft EA, Reclamation will review and comment. Those comments will be addressed in the Second Administrative Draft EA document, which will be sent to Reclamation for concurrence. Once all comments have been addressed and concurrence has happened, a Finalized EA document (508 Compliant) will be distributed.

3.9 TASK 9 – ENDANGERED SPECIES ACT COMPLIANCE

The Contractor shall prepare the Biological Assessment (BA) to consult with the U.S. Fish and Wildlife Service (USFWS) under the Endangered Species Act (ESA), in compliance with Reclamation Policy ENV P04 and all applicable laws and policies.

(1) The Contractor shall obtain an official species list from the USFWS.

(2) The Contractor shall write a BA on the EA’s Proposed Action Alternative.

(3) The Contractor shall revise the BA based on Reclamation’s comments.

(4) Reclamation shall submit the BA to the USFWS and request ESA Section 7 consultation.

(5) The Contractor shall provide responses to USFWS questions on the BA, as requested.

3.10 TASK 10 – NATIONAL HISTORIC PRESERVATION ACT COMPLIANCE

(1) The Contractor shall conduct a cultural resources records search for the Area of Potential

Effects (APE; Direct Physical APE and a ¼-mile Direct Visual APE in all directions).

(2) The Contractor shall conduct a Class III pedestrian survey of the Direct Physical APE to identify and record cultural resources.

(3) The Contractor shall prepare cultural resource site records and reports. These include a cultural resources survey briefing, cultural resources inventory report, Architectural Resource Assessment (ARA) form(s), and Intermountain Antiquities Computer System (IMACS) form(s).

(4) The Contractor shall revise these materials based on Reclamation’s comments. The Contractor shall also prepare responses to the State Historic Preservation Office’s (SHPO) questions on the cultural resources survey and inventory report and make revisions, as needed.

(5) The Contractor shall generate relevant geospatial data and submit it to Reclamation.

(6) Reclamation shall complete consultation with the SHPO.

4.0 DELIVERABLES

The contractor shall provide the following data and reports as follows:

Item No. Description Content Format Medium Delivery

1 Monthly Progress Report and Invoice

Date, contract number, invoice number, date, Contractor’s choice

Adobe pdf COR, LBAO PM; monthly

CO, COR,

task number, contract amount, % complete, current invoice amount, cumulative complete

2 Project Management Plan

See PWS Section 3.1

Contractor’s Choice

MS Word NLT 1 moth after contract award

3 Project and Deliverables Schedule

See PWS Section 3.1

Tasks, Milestones

MS Project or similar

NLT 1 month after contract award

4 Risk Management Matrix

See PWS Section 3.1

Contractor’s Choice

MS Excel NLT 1 moth after contract award

5 Quality Control Plan See PWS Section 3.1

Contractor’s Choice

MS Word NLT 1 moth after contract award

6 Document and data control plan

See PWS Section 8.7

Contractor’s Choice

MS Word NLT 1 moth after contract award

7 Value Planning Preparation

See PWS Section 3.4 Section 3.5 Subtask 5-1

Contractor’s Choice

MS Word.

MS Excel

NLT 14 days prior to Value Planning

8 Final Plan Formulation Technical Memorandum

See PWS Section 3.5 Subtask 5.1 Subtask 5.2

Contractor’s Choice

MS Word, Adobe pdf

1 electronic copy to PM per Schedule in approved

PMP

9 Design Criteria Documentation

See PWS Section 3.6 Subtask 6-1

Contractor’s Choice

MS Word.

MS Excel

1 electronic copy to PM per Schedule in approved

PMP

10 Draft plans, specifications, and cost estimates

See PWS Section 3.6 Subtask 6.3

Reclamation VI template and cost estimating template

MS Word, MS Excel, AutoCAD

1 electronic copy to PM per Schedule in approved

PMP

11 Administrative Draft XM planning report

See PWS Section 3.5 Subtask 5-3

Reclamation VI template

MS Word 1 electronic copy to PM per Schedule in approved

PMP

12 Draft Final Planning Level plans, specifications, and cost estimates

See PWS Section 3.5 Subtask 5-4 Section 3.6

Reclamation VI template and cost estimating template

MS Word, MS Excel, AutoCAD

1 electronic copy to PM per Schedule in approved PMP, 14 days prior to DEC review

13 Final Planning Level plans, specifications, and cost estimates

See PWS Section 3.6 Subtask 6-3

Reclamation VI template and cost estimating template

MS Word, MS Excel, Adobe pdf, AutoCAD

1 electronic copy to PM per Schedule in approved

PMP

14 Final XM Planning report

See PWS Section 3.5 Subtask 5.4

Reclamation VI template

MS Word, Adobe pdf

1 electronic copy to PM per Schedule in approved

PMP

15 Final Economic Analysis Technical Memorandum

See PWS Section 3.7

Contractor’s Choice

MS Word, Adobe pdf

1 electronic copy to PM per Schedule in approved

PMP

16 Optional – Final EA See PWS Section 3.8

Reclamation VI standards

MS Word, Adobe pdf

TBD after award of Optional Task

17 Optional – Final Biological Assessment

See PWS Section 3.9

Reclamation VI template

MS Word, Adobe pdf

TBD after award of Optional Task

18 Optional - Cultural Resources Site Records and Reports

See PWS Section 3.10

Reclamation VI template

MS Word, Adobe pdf, required forms

TBD after award of Optional Task

19 Final Invoice and Release of Claims

See PWS Section 3.1

Contractor’s Choice

Adobe pdf Submit with the final invoice

5.0 GUIDELINES FOR DELIVERABLES

(1) The Contractor shall document all decisions that will affect the technical aspects or the approach. The Contractor shall discuss with the COR these changes prior to initiation to determine if these changes should be incorporated for a better product.

(2) The Contractor shall provide reference material used to inform decisions, e.g., scientific literature, legal references, etc. This material shall be submitted to the COR as an electronic packet to be used during the review cycles.

(3) For each defined task the Contractor shall develop the goals, objectives, and metrics; schedule (milestones); and the not to exceed cost for the level of effort.

(4) The Contractor shall provide an annotated table of contents to the COR for approval prior to initiating work for each document submittal.

(5) The Contractor shall provide an electronic Quality Control Plan (QCP; see Section 8.7). All documents must meet or exceed the Contractor’s QCP requirements.

(6) All documents will be submitted as draft, draft final, and final documents unless otherwise specified in this PWS. All submitted draft, draft final, and final reports must meet the contract quality control standards and follow the quality management program used by Reclamation.

(7) All reviews must document comments received, how the comments were integrated into the document or analysis and comment close-out. The Contractor shall use track changes when responding to comments. Key changes requiring decisions will be documented on a table that acknowledges how the document was revised. The Contractor shall conduct web meeting(s) with reviewers when key changes need discussion. The Contractor shall suggest various changes and be prepared to change the document with collaboration from the reviewers.

(8) Any calculations used to develop alternatives shall be documented and submitted to the COR as an electronic package to be used during the review cycles.

(9) Final deliverables must meet Reclamation’s 508 and Visual Identity Standards.

(10) One (1) electronic copy of each deliverable shall be submitted.

6.0 TYPE OF CONTRACT

The government will award a Firm-Fixed Price type contract.

7.0 PERIOD OF PERFORMANCE

The period of performance for the project is from the Date of Award to September 30, 2028.

8.0 ADMINISTRATIVE INFORMATION

(1) Government will not furnish any property, services, utilities, etc.

(2) All deliverables (other than invoices) shall be delivered to the COR at LBAO on the specified due dates listed in Section 4.0.

(3) All electronic deliverables to be posted externally will be Section 508 Amendment to the

Rehabilitation Act of 1973 compliant.

(4) All electronic deliverables to be posted and all materials made available to the general public will meet Reclamation’s Visual Identity Standards.

(5) All draft electronic deliverables shall be MS Word and all final deliverables will be in both MS

Word and PDF formats.

8.1 RECOGNIZED HOLIDAYS

(1) New Year’s Day (7) Labor Day

(2) Martin Luther King Jr.’s Birthday (8) Columbus Day

(3) President’s Day (9) Veteran’s Day

(4) Memorial Day (10) Thanksgiving Day

(5) Juneteenth (11) Christmas Day

(6) Independence Day

8.2 HOURS OF OPERATION

The Contractor is responsible for conducting business between the hours 0800 to 1700 Monday through Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Contractor shall schedule site visits with facility personnel during their normal operating times. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

8.3 PLACE OF PERFORMANCE

Much of the work to be performed under this contract will be performed at the Contractor’s office. In-person meetings will be held at the Federal building in Carson City, NV, and possibly Stampede Power Plant, or Reno, NV. Reclamation will not be providing an office or space for the Contractor to work.

8.4 SECURITY

The Contractor shall be responsible for obtaining rights-of entry and/or permission from Reclamation or District and/or private landowners regarding any in-person meetings.

The Contractor shall be responsible for safeguarding all government equipment, information and property provided for Contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

8.5 DATA RIGHTS AND COMPATIBLE SOFTWARE

The following FAR Clause 52.227-14 applies to all data for this project: FAR Part 27, Subpart 27.4 Rights in Data and Copyrights. Specifically: 27.401-1 Unlimited rights data. The Contractor shall coordinate with the COR as to compatible software and to ensure that GIS data meets the Reclamation standards for importation into Reclamation’s database. Compatible software includes:

(1) Word Processing: Microsoft Word

(2) Electronic Spreadsheets: Microsoft Excel

(3) Electronic Document Distribution Format: Adobe Portable Document Format

(4) Scheduling Software: Microsoft Project

(5) Text Graphics: Microsoft PowerPoint

(6) Data Base: Microsoft Access

(7) Geographic Information Systems: CAD, ArcMap, AutoCad

(8) Engineering and Drafting: AutoCad

8.6 CONTRACTOR PERSONNEL

Contractor shall name the project manager and other key personnel and provide an organizational chart with the names and reporting structure to Reclamation. The Contractor’s project manager shall be the primary contact for Reclamation’s CO and the COR. Resumes for the project manager and key technical staff shall be provided.

The Contractor’s project manager and other key personnel cannot be changed unless Reclamation agrees in writing to the change. The Contractor’s project manager is to take no direction from any source other than Reclamation’s Contracting Officer during the course of this work; particularly direction that deviates from the requirements stated in this PWS.

The Contractor and its personnel should have the appropriate education, knowledge, expertise, and experience to accomplish the project. The Contractor’s key personnel shall be experienced in producing Federal planning studies, preferably in the State of California and/or Nevada.

At a minimum the Contractor personnel shall include the following:

Project Manager with at least 10 years of experience. The project manager shall be an experienced facilitator in the areas of Federal Government planning projects and water resources conflict and collaboration. The project manager shall have documented experience in using the Project Management Body of Knowledge Guide for managing projects. The Contractor’s technical staff and project manager may be the same individual.

Economist with at least 7 years of experience completing planning level economic analysis for government agencies, including developing benefit-cost analyses and project cost allocations for planning level planning studies; estimating economic benefits of irrigation, municipal and industrial water, recreation, hydropower, environmental resources, endangered species, and water quality; as well as estimating social effects of any proposed project.

Senior Hydraulic Engineer shall have at least 10 years of experience in performing and reviewing design and studies involving power plants, penstocks, gates, valves, dams, and reservoirs.

Senior Mechanical Engineer shall have at least 10 years of experience in performing and reviewing design and studies involving power plants, penstocks, gates, valves, dams, and reservoirs.

Senior Electrical Engineer shall have at least 10 years of experience in performing and reviewing design and studies involving power plants, penstocks, gates, valves, dams, and reservoirs.

8.7 QUALITY CONTROL PLAN

Contractor shall complete a Quality Control Plan (QCP) that demonstrates how they will ensure quality of work performed by their staff or their subcontractors. All quality control review forms shall be submitted with the deliverables to Reclamation.

In compliance with the contract clause, the Contractor shall provide a QCP to the COR. The Contractor shall make any modifications required to the plan and obtain Government approval before the contract start date. The Contractor is responsible for subcontractor performance and quality. Reclamation shall be notified if the subcontractor is not performing or meeting the contract schedules.

The Contractor shall communicate the objectives and scope for each task with any subcontractors. The Contractor shall ensure that the subcontractors are provided reasonable timeframes to complete and provide their work product including the technical and quality review cycles. Contractor shall designate milestones at which time the subcontractor work is reviewed, and the COR is apprised of the effort.

Records documenting quality shall be kept and made available to the CO and COR (when requested) throughout the contract performance period and for the period after contract completion, until final settlement of any claims under this contract.

8.7 RECORDS

All records, files, metadata, model runs, coding, models, documents, emails, notes, calculations, and data are the property of the Federal government. The Contractor shall be responsible for creating and maintaining required records specifically cited in this PWS or required by the provisions of a mandatory directive listed in Applicable Publications and Forms. Contractor shall prepare a Document and Data Control Plan that outlines how the records will be managed and closed out at the end of the project. If requested by Reclamation, the Contractor shall provide the original record or data files including any metadata, or a reproducible copy of any such records, within five working days of receipt of the request.

9.0 PERFORMANCE ASSESSMENT AND DISINCENTIVES

9.1 MONITORING PERFORMANCE

The COR will track Contractor performance during the evaluation period. Interim (mid-term) evaluations may be provided to identify strengths and weaknesses in the Contractor's performance during the period being evaluated. At the end of the period, the COR will assess the Contractor's performance in accordance with the Performance Requirements Summary (PRS) and Quality Assurance Surveillance Plan (QASP) described in Exhibit 1, and report to the Contracting Officer.

Annually, the COR will complete a performance Contractor Performance Assessment Reporting System (CPARS) evaluation.

9.2 Contractor Self-Assessment

Following each evaluation period, the Contractor may provide a written self-assessment of its performance to the COR to be considered in its report to the Contracting Officer. The self-assessment shall be submitted not later than 5 working days after the end of each evaluation period. The self-evaluation shall not exceed 1 page per PRS element. The self-assessment shall address both the strengths and weaknesses of the Contractor's performance during the evaluation period. Where deficiencies in performance are noted, the Contractor shall describe the actions planned or taken to correct such deficiencies and avoid their recurrence. The self-assessment itself will NOT be the basis for the Disincentives determination.

9.3 COR Recommendation

The COR will consider all evaluations and any other pertinent information, including Contractor self-assessment, and will prepare a report to the Contracting Officer with findings and recommendations.

The Contractor will be provided a copy of the draft findings and recommendations of the COR and will be afforded the opportunity to identify factual errors. The COR's draft recommendation is not subject to negotiation and the COR will not engage in discussions with the Contractor. Any errors identified by the Contractor will be addressed by the COR in its final report. The Contractor will be provided a copy of the final COR report at the same time the report is submitted to the Contracting Officer.

9.4 Payment Determination

The Contracting Officer may meet with the COR to discuss the COR's report. The Contracting Officer will make a final determination in writing as to the percentage of work successfully completed, and the resulting payment to be made. A copy of the determination will be provided to the Contractor NLT 45 calendar days after the end of the period being evaluated. All Contracting Officer decisions regarding Disincentives are unilateral decisions made solely at the discretion of the Government.

9.5 Deduction

Notwithstanding any other clause of this contract, deduction of the Disincentive will be made within the later of 60 days after the end of the evaluation period or 30 days after receipt of an approved invoice.

9.6 Quality Assurance Surveillance Plan

The Quality Assurance Surveillance Plan is one evaluation method the government uses to surveillance performance to determine whether the Contractor meets the standards of performance as defined in the PWS. The absence of a QASP for any contract requirement, however, shall not detract from its enforceability or limit the rights or remedies of the government under any other provision of the contract in determining the quality of the Contractor performance

Performance Requirements Summary and Quality Assurance Surveillance Plan Stampede Power Plant XM Planning Study Report

July 2025

Performance Objective

Performance Standard

Acceptable Quality Level

Methods of Inspection and

Frequency

Remedy

Schedule The Contractor shall conduct Statement of Services tasking in alignment with the negotiated schedule timelines.

Statement of services is performed without causing programmatic delay to the government or violating the schedule or milestones identified as part of the program.

Contractor shall prepare a performance plan detailing deliverables and schedules.

Exceptional:

>90% of performance and products meet or exceed the schedule with few exceptions, resulting in minimal delays.

Satisfactory:

90% of performance and products meet the schedule with few exceptions, resulting in minimal delays.

Marginal: 20% of performance and products result in moderate delay or impact to programs.

Unsatisfactory:

>20% of performance and products result in unacceptable (the government may incur additional

Each category will be evaluated at developed milestones.

Inspections will be based upon government evaluation reports through the performance period.

The overall performance rating will be assigned by the

COR.

Contractor input and customer input/surveys may also be considered at the discretion of the COR.

Incentive:

Early schedule completion, Above Satisfactory rating on work performed.

Meet schedule requirements, Satisfactory rating on work performed.

Late schedule completion, Unsatisfactory rating on work performed.

Remedy:

Inspection of Services: The Contractor shall develop a plan for recovery.

Continuous review until performance is satisfactory or better. Elevate to higher level of contract management if

Objective

Performance Standard

Acceptable Quality Level

Methods of Inspection and

Frequency

Remedy costs) delay or impact to programs.

actions fail to result in improvement. If the acceptable scheduling level falls below satisfactory, additional task orders may not be issued.

Quality The Contractor shall provide documents, data, and work products in alignment with the negotiated quality requirements outlined in the Quality Control Plan.

Contractor shall submit data and work products as required in PWS and QCP.

Methodologies and technical products are consistent and reflective of referenced documents.

Quality Assurance Project Plan and review personnel and processes are approved by Reclamation and followed by Contractor.

Contractor shall document review process by submitting Quality Review forms with specific signatures.

Quality checks at the established milestones are developed, if unsatisfactory, corrective action initiated.

Exceptional:

>90% of performance and products meet quality expectations with few exceptions, resulting in minimal changes.

Satisfactory:

90% of performance and products meet quality expectations with some changes.

Marginal: >20% of performance and products result in moderate corrective action.

Unsatisfactory:

>20% of performance and products are unacceptable (do not meet the standards set forth in the Quality Assurance Program and extensive corrective action is required. The government may incur additional costs, delay, or impact to programs.

Each category will be evaluated at developed milestones.

Inspections will be based upon government evaluation reports through the performance period.

The overall performance rating will be assigned by the

COR.

Contractor input and customer input/surveys may also be considered at the discretion of the COR.

Incentive:

Exceed standard requirements, Above Satisfactory rating on work performed.

Meets requirements, Satisfactory rating on work performed.

Works below standard, Unsatisfactory rating on work performed.

Remedy:

Inspection of Services. The Contractor shall develop a plan for recovery.

Continuous review until performance is satisfactory or better.

Elevate to higher level of contract management if actions fail to result in improvement. If the acceptable scheduling level falls below satisfactory, additional task

Objective

Performance Standard

Acceptable Quality Level

Methods of Inspection and

Frequency

Remedy orders may not be issued.

Goals, Objectives, Milestones the Contractor with Reclamation’ approval shall determine goals, objectives, and measurements for success prior to initiating a task order.

Contractor shall document and evaluate goals, objectives, and milestones and ensure the work or task will meet these goals.

Contractor shall set frequent milestones.

Ability to lead a group and to represent Reclamation’s interest in the development of goals and objectives.

Ability to lead a team in developing alternatives to meet the goals and objectives, again representing Reclamation’s interest.

Methodologies and technical products are evaluated at a frequency or milestone that would allow recovery.

Exceptional: >90 % Performance and ability to develop goals, objectives, and milestones. Ability to identify problems and communicate timely solutions.

Satisfactory:

90%…