B08-140M0120Q0056 Combined Synopsis Solicitation - Final.pdf

Solicitation Number 140M0120Q0056

SYNOPSIS:

PLEASE READ THIS NOTICE CAREFULLY AS IT CONSTITUTES THE ONLY NOTICE

THAT WILL BE ISSUED. This is a combined synopsis/solicitation for commercial items prepared in accordance with the format in Subpart 12.6, as supplemented with additional information included in this notice.

The U.S. Department of the Interior (DOI), Bureau of Safety and Environmental Enforcement (BSEE), on behalf of the Bureau of Ocean Energy Management (BOEM), has a requirement for a research study that will obtain improved information regarding the recreational uses of Outer Continental Shelf (OCS) infrastructure. The estimated period of performance for this requirement is thirty (30) months from date of award.

The purpose of this combined synopsis/solicitation is to solicit quotes as described in the attached solicitation. The Government anticipates a Firm Fixed Price type award as a result of this solicitation. This procurement is being conducted in accordance with FAR Part 13.5, "Simplified Procedures for Certain Commercial Items". The North American Industrial Classification Systems (NAICS) code is 541620, Environmental Consulting Services, with a small business size standard of $16.5 million. This solicitation is being issued on an unrestricted basis.

All potential offerors must be registered in the System for Award Management (SAM) (www.sam.gov) at the time an offeror of quotation is submitted.

The point of contact for this procurement is Jillian Gerna, Contracting Officer, BSEE, Acquisition Operations Branch, 45600 Woodland Rd., Sterling, VA 20166. Responses to this solicitation must be submitted electronically via email to Jillian.Gerna@bsee.gov no later than the closing date and time referenced in the solicitation. All email correspondence must reference “Solicitation No. 140M0120Q0056”.

Solicitation Number 140M0120Q0056

SECTION 1

PRICING

1.1 GENERAL

This acquisition is conducted under the authority of the Federal Acquisition Regulation (FAR) Part 13.5, "Simplified Procedures for Certain Commercial Items". The North American Industry Classification System (NAICS) code for this requirement is 541620 Environmental Consulting Services, with a small business size standard of $16.5 million. The Bureau of Safety and Environmental Enforcement (BSEE) on behalf of the Bureau of Ocean Energy Management (BOEM) intends to award a Firm-Fixe-Price Purchase Order for the project titled, “Understanding the Recreational Uses of Offshore Oil and Gas Platforms”, as specified under Section 2, Statement of Work.

1.2 LINE ITEM/PRICING

The specific details and description of the Purchase Order/Contract Line Item Number (CLIN) is described as follows (Offeror shall provide information as part of their price quotation):

CLIN DESCRIPTION QTY UNIT TOTAL PRICE

00010 The Contractor shall provide all 1 Job $____________ services as described in Section 2, Statement of Work

CLIN 00010 is a Firm Fixed Price (FFP) line item inclusive of all the necessary labor, material, and travel required to complete the effort as described in Section 2, Statement of Work.

1.3 PARTIAL DELIVERY PAYMENT SCHEDULE

Payment will be made to the Contractor based upon delivery and acceptance of the tasks performed/deliverables submitted in accordance with FAR 52.212-4(i), Payment. A payment arrangement based upon partial deliverables whereby payments are made for distinct portions of the work completed by the Contractor and accepted by the Government is detailed below. If the Offeror is a small business, a performance based payment schedule may be utilized with a 10% withholding fee per milestone.

Payment No. Deliverable(s) / Milestone (s) Payment Amount

1 TBD* $TBD*

2 TBD* $TBD*

3 TBD* $TBD*

TOTAL CONTRACT VALUE $TBD*

* = TBD. The Deliverable(s) / Milestone(s) and the Payment Amount shall be proposed by the Offeror as part of the quote submission.

Solicitation No. 140M0120Q0056

SECTION 2

STATEMENT OF WORK

2.1 INTRODUCTION

The Bureau of Ocean Energy Management (BOEM) oversees the development of the energy and mineral resources in U.S. Federal waters. Offshore oil and gas platforms are often used for recreational activities, like fishing and diving. This is particularly true in the Gulf of Mexico due to its well-developed offshore oil and gas industry. However, the existing literature does not adequately describe the extent to which recreational activities are dependent on offshore oil and gas platforms in the Gulf of Mexico. In addition, technological advances, socioeconomic changes, regulatory changes, and trends in platform installations and removals have most likely influenced recreational practices since a prior BOEM study regarding this issue (Hiett and Milon, 20021).

The scale and nature of recreational activities near oil and gas platforms are driven by various complex factors. Therefore, this will be a preliminary study that will assess the extent to which existing information sources can inform BOEM’s understanding of platform-based recreation.

This information will help BOEM fulfill its responsibilities for various upcoming environmental analyses. This study will also assess potential approaches for future research on the recreational use of platforms.

2.2 STUDY OBJECTIVES

2.2.1 To better understand the overall scales, geographic extents, and site-specific determinants of recreational uses of offshore oil and gas platforms.

2.2.2 To explore methods and viable opportunities to fill existing data gaps on the recreational uses of offshore oil and gas platforms.

2.3 SCOPE OF WORK

2.3.1 Task 1: Project Management

The Contractor shall create and follow a Project Management Plan (PMP) that shall identify a Project Manager (PM) who will serve as the point of contact with BOEM and will provide leadership to the study team. The PM will be responsible for all deliverables, budget control, quality assurance, adherence to the study timeline, and ensuring that all personnel work synergistically to achieve the goals of the study. The PM shall coordinate the execution of all

1 Hiett, R.L. and J.W. Milon. 2002. Economic impact of recreational fishing and diving associated with offshore oil and gas structures in the Gulf of Mexico: Final report. OCS Study MMS 2002-

010. U.S. Dept. of the Interior, Minerals Management Service, Gulf of Mexico OCS Region, New Orleans, LA. 98 pp.

tasks and shall adhere to the PMP submitted as part of the Contractor’s Technical Proposal. This project requires multiple interactions (i.e., regularly scheduled and short notice) with BOEM.

The communication includes routine updates, as well as emails and phone conferences as issues arise that require BOEM’s input (e.g., Deliverables 1-4). The PMP shall also describe the

Contractor’s division of labor, activity monitoring procedures, and processes for literature and data management. Section 4 describes the PMP requirements in more detail.

2.3.2 Task 2: Literature Review

The Contractor shall review the extant literature regarding the recreational uses of offshore oil and gas infrastructure. This will include a review of peer-reviewed research, government reports, and other literature types (including but not limited to grey literature, books, and/or recreational guides).

The literature review will examine:

1. The scale of platform-based recreation

2. The site-specific determinants of platform-based recreation

3. The recreational uses of artificial reefs

4. Factors that could affect trends in platform-based recreation

5. Other related issues

The Contractor shall submit a memorandum (Deliverable 5) describing the findings (including references) of the literature review; this memorandum should be approximately 10 to 20 pages long. The Contractor shall also incorporate the literature review into the Synthesis Report (Task 6).

2.3.3 Task 3: Data Analysis

The data analysis will examine the extent to which existing data sources can provide insights regarding the scales and locations of platform-based recreational activities. One goal of this analysis shall be to clarify the relative abundance of structures for recreational activities in certain areas, and to identify any potential trends in, or relationships among, the analyzed variables. First, the Contractor shall conduct a geospatial analysis of trends in installations and removals of offshore oil and gas platforms in the Gulf of Mexico. Public data on platform locations are provided by BOEM (2020a2) and BOEM (2020b3). Then, the Contractor shall analyze the locations of artificial reefs in the Gulf of Mexico. The Contractor shall then identify and analyze existing data sources germane to recreational activities occurring near oil and gas platforms in the Gulf of Mexico, with an emphasis on fishing data. This analysis shall include, but is not limited to, analyses of data provided by the National Marine Fisheries Service, the

2 Bureau of Ocean Energy Management. 2020a. Platform structures online query. Website:

https://www.data.boem.gov/Platform/PlatformStructures/Default.aspx 3 Bureau of Ocean Energy Management. 2020b. GOMR Geographic Information System (GIS) Data and Maps. Website: https://www.boem.gov/GOMR-GIS-Data-and-Maps/

Texas Parks and Wildlife Department, and the Louisiana Department of Wildlife and Fisheries.

The Contractor shall submit a memorandum (Deliverable 6) describing the analysis of the geospatial data and offshore recreation data. Deliverable 6 shall include discussions of the data sources used, the methodologies employed, and the Contractor’s findings. The Contractor shall also incorporate the information into the Synthesis Report (Task 6). The Contractor shall also submit accompanying geospatial data products utilized and/or created (Deliverable 7).

2.3.4 Task 4: Exploratory Discussions with Key Informants

The Contractor shall conduct exploratory, in-depth discussions with people who have knowledge regarding the recreational uses of offshore platforms (or have knowledge regarding related issues). These discussions will provide insights regarding the scale, geographic patterns, and general nature of platform-based recreation. These discussions will also identify information gaps and inform the methods used in the other project tasks. These exploratory discussions may take the form of one-on-one discussions, group discussions, participant observations, and/or other formats. The nature and selected format of these exploratory discussions shall not require OMB Paperwork Reduction Act review.

The Contractor shall submit a Field Plan (Deliverable 8) that describes the Contractor’s plan for conducting these exploratory discussions. At the conclusion of the field discussions, the Contractor shall submit a memorandum (Deliverable 9) summarizing these discussions, as well as incorporate key findings from the exploratory discussions in the Synthesis Report (Task 6).

2.3.5 Task 5: Analysis of Approaches for Future Data Gathering

In the future, BOEM may arrange to obtain primary data that more directly assesses the recreational uses of oil and gas platforms. The Contractor will conduct a preliminary analysis of approaches, that BOEM could employ for such an effort. The Contractor shall assess a variety of methodologies, including but not limited to the effectiveness of a survey. The Contractor will also assess if an existing data gathering effort could be modified to meet BOEM information needs, such as Federal and/or state recreational fishing data collection efforts. The Contractor will also consider whether emerging technologies (such as phone apps) can facilitate efforts to collect relevant data. The Contractor will document key strengths and limitations identified with the approaches analyzed.

The Contractor shall submit a memorandum (Deliverable 10) describing its analysis of approaches for future data gathering. The Contractor shall also incorporate this information into the Synthesis Report (Task 6).

2.3.6 Task 6: Synthesis Report

The Contractor shall prepare a Synthesis Report that will describe the methodologies used, and the results obtained, from Tasks 2-5. The Synthesis Report is not just a compilation but a true synthesis, identifying major insights from the preceding tasks and tying these together into a cogent and value-added report. This report shall take a holistic view of the information collected and provide insights on the scale, extent, and determinants of recreational use.

The Synthesis Report shall also discuss the potential option, feasibility and utility for further data collection based on the Contractor’s findings in Task 5. The Contractor will submit an outline of the Synthesis Report (Deliverable 11), and then various versions of the Synthesis Report (along with associated deliverables) as outlined in Sections C.4 and F. The Contractor shall also submit copies of all datasets developed and all references cited in the Synthesis Report (Deliverable 19).

2.4. DESCRIPTION OF DELIVERABLES

The following deliverables shall be submitted and meetings held in accordance with the schedules specified in Section F. BOEM will review all deliverables and will provide comments regarding needed changes as appropriate. All deliverables will be considered to be in draft form until they receive final approval from the Contracting Officer or the Contracting Officer’s Representative.

2.4.1. Post-Award Meeting (Deliverable 1):

The Contractor shall arrange a post-award meeting no later than three weeks after award at BOEM’s New Orleans office or by teleconference. The Contractor shall provide an agenda at least one week before the meeting.

2.4.2. Post-Award Meeting Summary (Deliverable 2):

Within one week following the post-award meeting, the Contractor shall submit a post-award meeting summary.

2.4.3. Monthly Progress Reports (Deliverable 3):

The Contractor shall submit monthly progress reports on (or before) the 15th of the month.

Progress reports shall be due for every month during the period of performance. The reports shall describe all work accomplished and results achieved during the preceding month, and shall include a brief discussion of the planned actions for the succeeding month. These reports shall note any significant problems that were encountered and their resolution.

2.4.4. Status Meetings (Deliverable 4):

The Contractor shall hold status meetings with the COR at least once every month. The HQ studies contact will be invited to participate in these meetings, but is not required (nor expected) to attend every status meeting. These meetings will allow the COR to keep abreast of the Contractor’s progress, and will allow for the discussion and resolution of any issues.

2.4.5. Literature Review Memorandum (Deliverable 5):

The Contractor will conduct a literature review of relevant topics (see Task 2).

2.4.6. Data Analysis Memorandum (Deliverable 6):

The Contractor shall submit its analysis of existing data related to the recreational use of offshore oil and gas platforms (see Task 3).

2.4.7. Geospatial Data Products (Deliverable 7):

The Contractor shall submit the geospatial data products (Deliverable 7) associated with the data analysis (see Task 3).

2.4.8. Field Plan (Deliverable 8):

The Contractor shall submit a Field Plan for the exploratory discussions with key informants (see Task 4).

2.4.9. Field Summary Memorandum (Deliverable 9):

The Contractor shall submit a memorandum that summarizes the exploratory field discussions with key informants (see Task 4).

2.4.10. Future Approaches Memorandum (Deliverable 10):

The Contractor shall submit a memorandum that analyzes useful approaches for BOEM’s potential future data collection (see Task 5).

2.4.11. Outline of Synthesis Report (Deliverable 11):

The Contractor shall provide BOEM with an outline of the Synthesis Report, which will provide an opportunity for BOEM and the Contractor to clarify the structure and content of the Synthesis Report (see Task 6).

2.4.12. Synthesis Report (Draft) (Deliverable 12):

The Contractor shall prepare a Synthesis Report that will describe the methodologies used, and the results obtained, from Tasks 2-5. The Synthesis Report is not just a compilation but a true synthesis, identifying major insights from the preceding tasks and tying these together into a cogent and value-added report. This report shall take a holistic view of the information collected and provide insights from this perspective on the scale, extent, and determinants of recreational use. The Synthesis Report shall also discuss the feasibility and utility for further data collection based on the Contractor’s findings in Task 5.

The Synthesis Report (Draft) shall be reviewed by BOEM for technical content compliance.

BOEM will review the report for completeness, content, and general structure. Written reviewer comments will be provided to the Contractor. Questions regarding reviewer comments shall be discussed with the COR. If any BOEM comments cannot or will not be addressed, the contractor shall explain the reasons for this in writing. After questions and issues regarding the reviewers’ comments are resolved, the Contractor shall incorporate the suggested changes and corrections, and shall submit a revised version to BOEM according to the schedule specified in Section 2.9.

If the Synthesis Report (Draft) is unacceptable, it will be returned to the Contractor for correction and re-submittal. It is recommended that all report specifications be incorporated into the Synthesis Report (Draft) to the extent practicable to facilitate final formatting later. BOEM’s formatting specifications can be found at BOEM (2020c4). Two exceptions/clarifications to the specifications in BOEM (2020c) are:

1) Page numbering: the title and cover pages of the Synthesis Report will not be numbered. The disclaimer page will begin at page number “iii”.

2) Footnotes (not endnotes) shall be used.

2.4.13. Synthesis Report Cover Graphic (Deliverable 13):

The Contractor shall submit a digital file for use as the report cover graphic.

2.4.14. Technical Summary (Draft) (Deliverable 14):

The Contractor shall prepare a Technical Summary of the Synthesis Report that conforms to the specifications found in BOEM (2020c).

2.4.15. Synthesis Report (Proof) (Deliverable 15):

The Contractor shall submit the Synthesis Report (Proof) that incorporates comments, corrections, and additions identified during the review of the Synthesis Report (Draft). The Synthesis Report (Proof) shall be reviewed by BOEM to ensure the changes to the Synthesis Report (Draft) are appropriate. The Synthesis Report (Proof) will also be reviewed for compliance with BOEM editorial standards. The Contractor shall incorporate any outstanding changes, corrections, and additions identified by the COR or BOEM editorial staff. The process of submitting the Synthesis Report (Proof) will continue until it receives BOEM approval.

2.4.16. Technical Summary (Proof) (Deliverable 16):

The Contractor shall submit the Technical Summary (Proof) that incorporates comments, corrections, and additions identified during the review of the Technical Summary (Draft). The Technical Summary (Proof) shall be reviewed by BOEM to ensure the changes to the Technical Summary (Draft) are appropriate. The Technical Summary (Proof) will also be reviewed for compliance with BOEM editorial standards. The Contractor shall incorporate any outstanding

4 Bureau of Ocean Energy Management. 2020c. ESP Report Specifications. Website: https://www.boem.gov/esp-data-and-information-specifications changes, corrections, and additions identified by the COR or BOEM editorial staff. The process of submitting the Technical Summary (Proof) will continue until it receives BOEM approval.

2.4.17. Synthesis Report (Final) (Deliverable 17):

The Synthesis Report (Final) shall incorporate BOEM’s comments on the Proof version. The Contractor shall be notified of any additional changes identified by the COR or the BOEM editorial staff that must be made before the report receives final BOEM approval. Once the Synthesis Report (Final) has received BOEM approval, the Contractor will be provided with the report cover that includes the BOEM OCS study number.

2.4.18. Synthesis Report (PDF file) (Deliverable 18):

The Contractor shall submit a fully bookmarked PDF file of the Synthesis Report (Final).

2.4.19. Technical Summary (Final) (Deliverable 19):

The Technical Summary (Final) shall incorporate BOEM’s comments on the Proof version. The Contractor shall be notified of any additional changes identified by the COR or the BOEM editorial staff that must be made before the deliverable receives final BOEM approval.

2.4.20. Archive Disks (Deliverable 20):

The Contractor shall submit Archive Disks that contain digital copies of the primary completed files associated with this contract. These shall include the Synthesis Report (Final) [PDF and MS Word versions], the Technical Summary (Final) [PDF and MS Word versions], the cover graphic, copies of figures used in the Synthesis Report (Final), all final memorandums, and the final GIS and data files.

2.4.21. References and Data Submission (Deliverable 21):

The Contractor shall provide electronic copies of every source referenced (except for BOEM Environmental Studies Program reports and reports that cannot be delivered due to copyright restrictions) in the Synthesis Report (Task 6). Deliverable 19 will also include any data sets that were developed during the course of the contract. Data files shall contain metadata. The metadata records shall conform to the Content Standards for Digital Geospatial Metadata (ISO 19115-1) or to any format that supersedes it as determined by the FGDC. Profiles and extensions to the standard that have been endorsed by the FGDC shall be used if they are applicable to the data or data products. The metadata records shall contain any and all elements, including those that are considered optional, wherever applicable to the data or data product. The metadata record shall contain sufficient detail to ensure the data or data product can be fully understood for future use and for posterity. The metadata records shall be delivered free of errors in both content and format. The metadata and records will be subject to review and approval prior to final acceptance by the Government.

2.4.22. Journal Publications and/or Public Presentations (Deliverable 22):

The Contractor is encouraged to publish a peer-reviewed journal publication and/or make a professional presentation at a BOEM Information Transfer Meeting (ITM) or at some other venue in line with BOEM’s interests. The Contractor shall submit drafts of publications, public presentations, posters, etc., for a courtesy review by BOEM personnel prior to submission/display to outside entities. The Contractor shall document and submit the results of such efforts, e.g., acceptance for publications, acceptance for presentations, final versions, journal articles published, presentations, abstracts, proceedings papers, and reference citations.

BOEM maintains information on publications and presentations that result from its studies program.

Except as otherwise provided in the terms and conditions of the agreement, the author or the vendor organization is free to copyright any books, publications, or other copyrightable materials developed in the course of or under a Federal agreement, but BOEM shall reserve a royalty-free, non-exclusive, and irrevocable right to reproduce, publish, or otherwise use, and to authorize others to use, the works for Government purposes.

2.5 DATA MANAGEMENT

The Contractor shall follow a Data Management Plan for this study. The plan shall include procedures to handle data and model results, Quality Assurance / Quality Control (QA/QC) procedures, dissemination and distribution protocols, and archival procedures. A designated Data Manager shall implement the plan and to ensure compliance by all Principle Investigators (PIs) involved with the study. After all QA/QC procedures have been completed, the final products from analyses shall be submitted to the BOEM COR in charge of implementing and making sure to comply with the procedures established.

If graphic files (including photographs) are to be included in the reports, they shall be of suitable quality for copying. Graphic files may be in one of the following formats: PDF, JPEG, GIF or TIFF. These shall be submitted in digital format, with a minimum resolution of 300 dpi for color images and all others (black and white, grayscale) at 600 dpi. This digital requirement includes all tables, charts, graphs, and figures not prepared in MSWord, as well as photographs.

If photographs are to be included in the reports, they shall be suitable for copying, and the final size should be a maximum of six (6) inches wide. If photographs are submitted in digital (TIFF) format, they should be of at least 4" x 6", with a minimum resolution of 300 dpi.

No originals shall be mailed without prior backups. These files are proprietary and shall not be used by the Contractor for any purpose other than specified by the Contract, unless authorized in writing by the CO, and must be secured at all times. When distributed, the Contractor and the Data Manager shall include language to the data recipient that ensures that the data are not distributed further, and that no publication is done without opportunity for the PI to be a co-author and or giving acknowledgement to BSEE and BOEM and the Study for the data.

2.5.1 Archiving

The Contractor shall provide a method for the safe storage and easy retrieval of all acquired data.

The Contractor shall ensure that no loss of information occurs in any processing step taking place prior to archiving. The Project Manager shall inventory the data and verify the presence of any and all necessary documentation prior to archiving. Original data shall be copied as early as possible and original copies shall never be mailed until at least one (1) verified copy has been made. The Contractor shall retain a copy of the information collection logs and information delivered to the BOEM for a period of one (1) year from the Contract completion date.

2.5.2 BOEM Data Archiving Submission

The Contractor shall submit digital copies of all raw data, final (processed) data and results used in their analysis. This deliverable shall be completed after all QA/QC procedures are finalized including the analysis by the PI. The preferred format of the files shall be determined upon agreement between the COR and the Contractor. Any changes in data formats during the contract period of performance must be agreed upon in advance by the Government and the Contractor. The Contractor shall be responsible for the submission of the Contract dataset to the BOEM in digital format according to the schedule in Section 2.8.

2.6 PROJECT MANAGEMENT

The Contractor shall operate under the Project Management Plan (PMP) set forth in the Contractor's technical quote and as agreed to at the time of award. This plan should propose a Project Manager with sufficient authority to serve as the point of contact with the BOEM. The Project Manager will ultimately be responsible for all deliverables, budget control, quality assurance for all products, compliance and adherence with schedule, and that all personnel work synergistically and cooperatively for the common goal of the study.

2.7 SCIENTIFIC INTEGRITY

Scientific integrity is vital to Department of Interior (DOI) activities under which scientific research, data, summaries, syntheses, interpretations, presentations and/or publications are developed and used. Failure to uphold the highest degree of scientific integrity will result not only in potentially flawed scientific results, interpretation, and applications but will damage DOI’s reputation and ability to uphold the public’s trust. All work performed must comply with the DOI Scientific Integrity Policy posted to http://doi.gov, or its equivalent as provided by their organization or State law.

2.8 MEETINGS, REPORTS, AND OTHER DELIVERABLES

Deliverables shall be submitted and meetings held in accordance with Section 2.4 and the schedules specified in Section 2.9. The Contractor is responsible for editing and proofreading all material in order to prepare products as error free as possible prior to their delivery to the

BOEM.

The disclaimer language as follows must be included in all versions of the reports. “This report has been technically reviewed by BOEM and BSEE, and it has been approved for publication.

The views and conclusions contained in this document are those of the authors and should not be interpreted as representing the opinions of policies of the U.S. Government, nor does mention of trade names or commercial products constitute endorsement or recommendation for use.”

Section 508 of the Rehabilitation Act of 1973 (found at 29 U.S.C. 794d) requires access to and use of information by individuals with disabilities. A deliverable such as electronic reports (e.g., PDF files) to be placed on the web (either on the agency’s web server or the company’s), video footage, or other electronic data such as CD-ROMs to be distributed, are subject to Section 508 guidelines. Simplified, this means that PDF files need to be formatted so that they are “readable” by assistive technology devices such as screen readers. Video footage must be closed captioned.

CD-ROMs which contain HTML, PDF, or word processor files must be accessible.

Vendors are subject to applicable regulations governing patents and inventions, including Government-wide regulations issued by the Department of Commerce at 37 CFR part 401, Rights to Inventions Made by Nonprofit Organizations and Small Business Firms Under Government Grants, Contracts and Cooperative Agreements.

2.9 SCHEDULE OF DELIVERABLES

Deliverable products shall be submitted to the addresses shown in Section 2.10 in accordance with the following schedule. BOEM will review all deliverables and will provide comments regarding needed changes as appropriate. All deliverables will be considered to be in draft form until they receive final approval from the Contracting Officer (CO) or the Contracting Officer’s Representative (COR).

Deliverable Distribution Due Date

1. Post Award Meeting

Agenda COR – 1 digital copy CO – 1 digital copy ESPR – 1 digital copy

Post-Award Meeting to be held within 3 weeks of contract award.

Agenda to be provided 1 week prior to the Post-Award Meeting.

2. Post-Award Meeting Summary

COR – 1 digital copy CO – 1 digital copy ESPR – 1 digital copy

Shall be submitted within 1 week after the Post-Award Meeting

3. Monthly Progress Reports

COR – 1 digital copy CO – 1 digital copy ESPR – 1 digital copy

Shall be submitted on (or before) the 15th of every month

4. Status Meetings COR – Invitation to meetings ESPR – Invitation to meetings

At least once every month

5. Literature Review Memorandum

COR – 1 digital copy ESPR – 1 digital copy

2 months following contract award

6. Data Analysis Memorandum

COR – 1 digital copy

6 months following contract award

7. Geospatial Data Products

COR – 1 digital copy ESPR – 1 digital copy

6 months following contract award

8. Field Plan COR – 1 digital copy ESPR – 1 digital copy

7 months following contract award

9. Field Summary Memorandum

COR – 1 digital copy ESPR – 1 digital copy

10 months following contract award

10. Future Approaches Memorandum

COR – 1 digital copy ESPR – 1 digital copy

12 months following contract award

11. Outline of Synthesis Report

COR – 1 digital copy ESPR – 1 digital copy

14 months following contract award

12. Synthesis Report (Draft)

COR – 1 digital copy ESPR – 1 digital copy and 1 paper copy

The digital copy shall be in MS Word format.

18 months following contract award

13. Synthesis Report Cover Graphic

18 months following contract award

14. Technical Summary (Draft)

COR – 1 digital copies ESPR – 1 digital copies

The digital copies shall be in MS Word and PDF format.

18 months following contract award

15. Synthesis Report (Proof)

COR – 1 digital copy ESPR – 1 digital copy

The digital copy shall be in MS Word format.

Within 30 calendar days of receipt of BOEM review comments on the Synthesis Report (Draft)

16. Technical Summary (Proof)

Within 30 calendar days of receipt of BOEM review comments on the Technical Summary (Draft)

The digital copy shall be in MS Word format.

17. Synthesis Report (Final)

COR – 1 digital copy ESPR – 1 digital copy and 1 paper copy

The digital copy shall be in MS Word format.

Within 30 calendar days of receipt of BOEM comments on the Synthesis Report (Proof)

18. Synthesis Report (PDF file)

COR – 1 digital copy ESPR – 1 digital copy DES – 1 digital copy

The digital copy shall be in PDF format.

Within 30 calendar days of receipt of BOEM approval of the Synthesis Report (Final)

19. Technical Summary (Final)

COR – 1 digital copy ESPR – 1 digital copy

The digital copy shall be in MS Word format.

Within 30 calendar days of receipt of BOEM comments on the Technical Summary (Proof)

20. Archive Disks COR – 5 copies ESPR – 2 copies

Within 30 calendar days of receipt of BOEM approval of the Synthesis Report (PDF file)

21. References and Data Submission

COR – 1 copy ESPR – 1 copy

Within 30 calendar days of receipt of BOEM approval of the Synthesis Report (Final)

22. Journal Publications and/or Public Presentations

COR – 1 copy ESPR – 1 copy

Prior to submission/display to outside entities

2.10 ADDRESSES FOR DELIVERABLES

CO - Contracting Officer

Jillian Gerna Bureau of Safety and Environmental Enforcement (BSEE) 45600 Woodland Road, MS VAE-AMD Sterling, VA 20166 Phone Number: 703-787-1348 Email: Jillian.Gerna@bsee.gov

COR – Contracting Officer's Representative

[To be completed at time of award.]

Chief, Division of Environmental Sciences

[DES]

Environmental Studies Program Representative [ESPR]

2.11 DELIVERABLE GENERAL ACCEPTANCE CRITERIA

Each deliverable required by the Statement of Work will meet the following:

Accuracy – Work products shall be accurate in presentation, technical content, and adherence to accepted elements of style.

Clarity – Work products shall be clear and concise. Any/All diagrams shall be easy to understand and be relevant to the supporting narrative.

Consistency to Requirements – All work products must satisfy the requirements of this contract.

File Editing – All text and diagrammatic files shall be editable by the Government.

Format – Work products shall be submitted in hard copy (where applicable) and in media mutually agreed upon prior to submission. Hardcopy formats shall follow any specified Directives or Manuals.

Timeliness – Work products shall be submitted on or before the due date specified herein or submitted in accordance with later scheduled date determined by the Contracting Officer.

Scientific Integrity – Work products must meet the DOI Scientific Integrity Policy posted to http://www.doi.gov.

SECTION 3

COMMERCIAL ITEMS TERMS AND CONDITIONS

3.1 TYPE OF ORDER

The Bureau of Safety and Environmental Enforcement (BSEE), on behalf of Bureau of Ocean Energy Management (BOEM) anticipates a Firm Fixed Price (FFP) type Purchase Order.

3.2 PERIOD OF PERFORMANCE

The period of performance for this effort shall be thirty (30) months from date of award.

3.3 PLACE OF PERFORMANCE

The primary place of performance is at the contractor’s facility.

3.4 ADMINISTRATION / GOVERNMENT POINTS OF CONTACT

3.4.1 Contracting Officer (CO)

Jillian Gerna Bureau of Safety and Environmental Enforcement 45600 Woodland Road, Mailstop VAE-AMD Sterling, VA 20166 Phone Number: 703-787-1348 Email: Jillian.Gerna@bsee.gov

3.4.2 Contracting Officer’s Representative (COR)

[To be completed upon award]

3.5 INVOICING REQUIREMENT

Invoices shall be submitted in accordance with the Partial Deliverable Payment Schedule in Section 1.3 and in accordance with Section 3.5.1 below.

3.5.1 DOI-AAAP-00028, ELECTRONIC INVOICING AND PAYMENT

REQUIREMENTS – INVOICE PROCESSING PLATFORM (IPP) (APR 2013)

Payment requests must be submitted electronically through the U. S. Department of the

Treasury's Invoice Processing Platform System (IPP).

"Payment request" means any request for contract financing payment or invoice payment by the Contractor. To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the contract, or the clause 52.212-4 Contract Terms and Conditions - Commercial Items included in commercial item contracts. The IPP website address is: https://www.ipp.gov.

Under this contract, the following documents are required to be submitted as an attachment to the IPP invoice: Documentation required by FAR 32.905(b)

The Contractor must use the IPP website to register access and use IPP for submitting requests for payment. The Contractor Government Business Point of Contact (as listed in SAM) will receive enrollment instructions via email from the Federal Reserve Bank of Boston (FRBB) prior to the contract award date, but no more than 3 - 5 business days of the contract award date.

Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email ippgroup@bos.frb.org or phone (866) 973-3131.

If the Contractor is unable to comply with the requirement to use IPP tor submitting invoices for payment, the Contractor must submit a waiver request in writing to the Contracting Officer with its proposal or quotation.

3.6 DIAR 1452.201-70 AUTHORITIES AND DELEGATIONS (SEP 2011)

(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.

(b) The Contracting Officer will designate a Contracting Officer's Representative (COR) at time of award. The COR will be responsible for technical monitoring of the contractor's performance and deliveries. The COR will be appointed in writing, and a copy of the appointment will be furnished to the Contractor. Changes to this delegation will be made by written changes to the existing appointment or by issuance of a new appointment.

(c) The COR is 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 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;

(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 has taken an action or has issued direction (written or oral) that the Contractor considers to exceed the COR'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.

(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.

3.7 CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM

(DEC 2015)

1) FAR 42.1502 directs all Federal agencies to collect past performance information on contracts. The Department of the Interior (DOI) has implemented the Contractor Performance Assessment Reporting System (CPARS) to comply with this regulation. One or more past performance evaluations will be conducted in order to record your contract performance as required by FAR 42.15.

2) The past performance evaluation process is a totally paperless process using CPARS.

CPARS is a web-based system that allows for electronic processing of the performance evaluation report. Once the report is processed, it is available in the Past Performance Information Retrieval System (PPIRS) for Government use in evaluating past performance as part of a source selection action.

3) We request that you furnish the Contracting Officer (CO) with the name, position title, phone number, and email address for each person designated to have access to your firm's past performance evaluation(s) for the contract no later than 30 days after award. Each person granted access will have the ability to provide comments in the Contractor portion of the report and state whether or not the Contractor agrees with the evaluation, before returning the report to the Assessing Official (AO). Information in the report must be protected as source selection sensitive information not releasable to the public.

4) When your Contractor Representative(s) are registered in CPARS, they will receive an automatically generated email with detailed login instructions. Further details, systems requirements, and training information for CPARS is available at https://www.cpars.gov/.

5) Within 60 days after the end of a performance period, the AO will complete an interim or final past performance evaluation, and the report will be accessible at https://www.cpars.gov/.

a) Contractor Representatives may then provide comments in response to the evaluation, or return the evaluation without comment.

b) Your comments should focus on objective facts in the AO's narrative and should provide your views on the causes and ramifications of the assessed performance.

c) All information provided should be reviewed for accuracy prior to submission.

d) If you elect not to provide comments, please acknowledge receipt of the evaluation by indicating "No comment" in the space provided, and then selecting “Accept the Ratings and Close the Evaluation”.

e) Your response is due within 60 calendar days after receipt of the CPAR. On day 15, the evaluation will become available in PPIRS-RC marked as “Pending” with or without comments and whether or not it has been closed.

f) If you do not sign and submit the CPAR within 60 days, it will automatically be returned to the Government and will be annotated: "The report was delivered/received by the contractor on (date). The contractor neither signed nor offered comment in response to this assessment."

6) The following guidelines apply concerning your use of the past performance evaluation:

a) Protect the evaluation as source selection information. After review, transmit the evaluation by completing and submitting the form through CPARS. If for some reason you are unable to view and/or submit the form through CPARS, contact the CO for instructions.

b) Strictly control access to the evaluation within your organization. Ensure the evaluation is never released to persons or entities outside of your control.

c) Prohibit the use of or reference to evaluation data for advertising, promotional material, pre-award surveys, responsibility determinations, production readiness reviews, or other similar purposes.

7) If you wish to discuss a past performance evaluation, you should request a meeting in writing to the CO no later than seven days following your receipt of the evaluation. The meeting will be held in person or via telephone or other means during your 60-day review period.

8) A copy of the completed past performance evaluation will be available in CPARS for your viewing and for Government use supporting source selection actions after it has been finalized.

3.8 CONTRACTOR’S QUOTE

The Contractor’s quote may be incorporated by reference into the purchase order. Any inconsistencies or in event of a conflict between terms and conditions of the purchase order and the contractor’s quote shall be resolved by giving precedence to the terms and conditions of the purchase order.

3.9 KEY PERSONNEL

The following individuals are considered to be essential to the work being performed under this task order:

NAME POSITION

[To be completed upon award]

3.10 SUBSTITUTION OF KEY PERSONNEL

(a) The Contractor agrees to assign those persons identified above and who are necessary to fulfill the requirements of the purchase order as key personnel. No substitutions shall be made except in accordance with this clause.

(b) Personnel considered essential (“key personnel”) to the work performed under the purchase order shall be mutually agreed upon by the contractor and the Government and will be specified in the purchase order. During the first 90 calendar days of the purchase order, the Contractor shall make no substitutions of key personnel unless the substitution is necessitated by illness, death or termination of employment. Prior to removing, replacing or diverting any of the specified individuals, the Contractor shall promptly notify the CO.

(c) All proposed substitutions shall be submitted to the CO for approval at least 15 calendar days in advance of the proposed effective date (unless substitution is necessitated by sudden illness, death, or termination of employment in which case notice shall be within five (5) calendar days of the effective date) and must provide the information as stated herein.

(d) All requests for substitutions shall be in writing unless otherwise agreed to by the CO and shall include a complete resume for the proposed substitute and any other information required by the CO to permit effective evaluation of the proposed substitution’s qualifications.

(e) Requests for substitution of “key personnel” above must also provide a detailed explanation of the circumstances necessitating it and sufficient information for the CO to evaluate the impact of the substitution on purchase order performance.

3.11 DISSEMINATION OF INFORMATION

There shall be no dissemination or publication, except within and between the Contractor and any subcontractors, of information developed under this order or contained in the reports to be furnished pursuant to this effort without prior written approval from the Contracting Officer.

3.12 STATEMENT OF DISCLAIMER

(a) The Contractor shall place the appropriate disclaimer clause on the first printed page of the draft final report and the final report.

(1) Draft Final Report. “This draft report has not been reviewed by the Bureau of Ocean Energy Management (BOEM), nor has it been approved for publication. Approval, when given, does not signify that the contents necessarily reflect the views and policies of the Bureau, nor does mention of the trade names or commercial products constitute endorsement or recommendation for use.”

(2) Final Report. “This report has been reviewed by the BOEM and approved for publication. Approval does not signify that the contents necessarily reflect the views and policies of the Bureau, nor does mention of the trade names or commercial products constitute endorsement or recommendation for use.”

(b) Acknowledgment of Sponsorship. In addition to the above information, the Contractor shall acknowledge Federal sponsorship in the draft and final reports, and any journal articles by placing the followings statement on the title page of both reports:

“Study concept, oversight, and funding were provided by the U.S. Department of the Interior, Bureau of Ocean Energy Management, Environmental Studies Program, Washington, DC under Contract Number (to be provided at time of award).”

3.13 CONTRACTOR CONFLICT OF INTEREST

(a) It is the policy of the Department of the Interior to avoid contract awards which could result in or create conflicts of interest, whether actual or apparent. Such a situation could occur in the instance when the Contractor or any subcontractors or teaming arrangement partners have business, financial, real property, mineral rights, or other interests, as well as professional activities that create conflicting roles which could potentially bias a Contractor’s judgment or result in unfair competitive advantage to the Contractor, and thus impede the government’s objective to obtain an impartial, technically sound and objective performance of this contract.

(b) Any proposal submitted in response to this request for proposals must identify any actual or potential conflict of interest described in paragraph (a) and include a Conflict of Interest Mitigation Plan if the Contractor believes such persons or entities are indispensable to its proposal. The Government’s approval of any proposed Conflict of Interest Mitigation Plan shall be at the sole discretion of the Contracting Officer.

(c) Absent a written approval of a Conflict of Interest Mitigation Plan from the Contracting Officer, the Contractor, or any of its officers, representatives, employees, subcontractors, or teaming arrangement members, shall not be involved in any situation during the performance of this contract which may result in conflicts as contemplated in paragraph (a) above.

Failure to comply with this provision may be cause for termination for default.

(d) The Contractor shall disclose, upon discovery, any interest which may develop after contract award that may result in a conflict as contemplated in paragraph (a) above. Failure to comply with this provision may be cause for termination of this award for default.

(e) The Contractor shall include this clause, including this paragraph in all subcontracts and consultant agreements; however, subcontractors and consultants shall be directed to send any mitigation plan to the Contractor who shall then inform…