B08_Attachment__3_SOW_Business_Support.pdf

National Park Service Contract No.

This Statement of Services is a PRE-DECISIONAL INTERNAL DOCUMENT and property of the National Park Service (NPS); it must be kept in strict confidence at all times pursuant to the applicable Insurance IDIQ Contract; it shall not be released by any Party other than the NPS and any requests for release must be forwarded immediately to the NPS.

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STATEMENT OF SERVICE

Solicitation No. 140P2124R0030

PR#40653693

Insurance Consultation Services

Prospectus Development Insurance

SCOPE: In accordance with the terms and conditions of the Contract, the Contractor must perform the services of this Statement of Service (SOS) for the National Park Service (NPS) as described below.

CONFIDENTIALITY: All data, information, and deliverables provided to the Contractor under this SOS and or developed by the Contractor under this SOS are the property of the U.S. Government and must be kept in strict confidence by the Contractor.

PERFORMANCE PERIOD: The Contractor must provide work under this SOS from the date of award through December 31, 2025.

PROJECT IDENTIFICATION: The work of this SOS consists of the services described below and is issued a Task Order (TO), under the Indefinite Delivery Indefinite Quantity (IDIQ) contract. The reference number for each SOS is the TO number. (i.e., TO P17PDXXXX, TO P17PDXXXX , etc.)

1. INTRODUCTION

The NPS Commercial Services Program requires insurance consultation services in conjunction with the planning and development of new prospectuses for concession contracts and related services. Insurance recommendations and cost estimates is the primary deliverable to be performed under this SOS.

2. ROLES AND RESPONSIBILITIES

The Contracting Officer (CO) is the only person authorized to make or approve any changes in any of the requirements of this TO. In no event will any understanding or agreement, contract modification, change order, or other matter in deviation from the terms and conditions of the contract and TO, or assigned Project between the Contractor and a person other than the Contracting Officer be effective or binding upon the Government.

The Contracting Officer’s Representative (COR) is responsible for executing the TO and each Project assigned, providing subject matter expertise in coordination with the Contractor on procedures, policy, law, and assisting the Contracting Officer to ensure that applicable policies and regulations are followed.

The Contractor must send all deliverables and correspondence regarding the technical aspects of this TO and each Project to the COR.

Section Table of Contents Page 1 Introduction 1 2 Roles and Responsibilities 1-2 3 Services to be Performed 2 4 Project Execution 2- 5 Timeline 3 6 Deliverables and Milestone Events 3-4 7 Quality Standards 4 8 Travel 4 9 Fee and Payment 5

Projects 1 – 40 6-7

This Statement of Services is a PRE-DECISIONAL INTERNAL DOCUMENT and property of the National Park Service (NPS); it must be kept in strict confidence at all times pursuant to the applicable Insurance IDIQ Contract; it shall not be released by any Party other than the NPS and any requests for release must be forwarded immediately to the NPS.

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Designated NPS Officials

Contracting Officer: TBD

Contracting Officer’s Representative (COR): Liz Tinker Concessions Management Specialist NPS Commercial Services 1849 C Street NW Washington, DC 20240

(202) 558-8042 Liz_tinker@nps.gov

3. SERVICES TO BE PERFORMED

Table 1-1. Statement of Services Summary: Projects

Projects Description Page 1-38 Report with Recommended Insurance Requirements for the First Year of

Operation and Insurance Cost Estimate. On an annual recurring basis, the NPS will submit Insurance Exhibit Requests for specific concession activities or contracts.

6-7

39 & 40 Meetings. 7

4. PROJECT EXECUTION

The NPS anticipates executing projects 01 – 40 above throughout the period of TO performance as requirements emerge from NPS field locations.

Projects 01 – 38, are for the required research and analysis associated with delivering one (1) final Insurance Exhibit and Cost Estimate Report for a specific commercial service activity or contract. The COR will clearly identify the specific commercial activity or contract to be analyzed at the time of project execution. The number of insurance exhibits and cost estimate requests will vary year to year, but we do not anticipate more than 38 for this SOS.

Projects 39 & 40 must be a one (1) hour conference call with a minimum of two (2) contractor representatives to discuss with the NPS an insurance deliverable or other insurance-related topic. The COR may also assign these projects in two 30-minute increments with the same personnel requirements.

The Contractor may not perform any services under the project as defined above without the express written direction of COR or the Contracting Officer. Written direction includes e-mail from the CORs e-mail account.

Each project defined above may only be executed once. The Contractor may not accept multiple project execution directives against one project defined above, nor may the Contractor accept project execution directives beyond those projects defined above.

Based on the complexity of the specific project, one or more additional projects may be used to complete the requirements of a particular project. Contractor must provide estimated time and budget considerations to the designated COR before additional projects are assigned to a complex specific insurance consulting project.

mailto:Liz_tinker@nps.gov

This Statement of Services is a PRE-DECISIONAL INTERNAL DOCUMENT and property of the National Park Service (NPS); it must be kept in strict confidence at all times pursuant to the applicable Insurance IDIQ Contract; it shall not be released by any Party other than the NPS and any requests for release must be forwarded immediately to the NPS.

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5. TIMELINE

The Contractor must adhere to the time frame outlined in Table 1-1, unless there are extenuating circumstances that warrant an extension. Any such extensions must be approved in writing from the COR.

6. DELIVERABLES AND MILESTONE EVENTS

Table 1-1 contains details regarding the specific deliverable and milestone events for each project to be completed under this Statement of Services. If there is a discrepancy between deliverables identified in Table 1-1 and the following project descriptions, the information in the project descriptions will govern.

The Contractor must submit all deliverables in editable electronic format, and hard copy when requested, along with all supporting documents, including spreadsheets using Microsoft 365 Suites. All documents and other work developed in the performance of this SOS will be and remain the sole property of the Government and may be used on any other work without additional compensation to the Contractor, with respect thereto, the Contractor agrees not to assert any rights and not to establish any claim under the patent or copyright laws or any other law.

Table 1-1. Deliverable and Milestone Events

Delivery or Milestone Event

Devlivery Schedule Payment Schedule

Deliverable Type

Project 1-38 Recurring Insurance Requests

See #9. Fee and Payment

Follow-up Questions, if needed

Within five (5) working days of receiving insurance request.

Question format to support the draft and final deliverable.

Editable electronic format.

Draft Deliverable Within ten (10) working days following receipt of NPS response to any follow-up questions submitted by Consultant. Additional time may be needed for complex requests with multiple services or specific services, such as marina, ferry service, aviation, or others.

Draft cover letter marked DRAFT with insurance cost estimate and Insurance Exhibit with recommended insurance requirements. Editable electronic format.

Final Deliverable Within five (5) working days following receipt of NPS draft review or conference call.

Final cover letter with insurance cost estimate and Insurance Exhibit with recommended insurance requirements. Editable electronic format.

Project 39 & 40: Meetings See #9. Fee and Payment

Via telephone or virtual.

Conference Call Upon mutual agreement of meeting date and time.

Upon completion of meeting.

1 hour conference call with a minimum of two (2) contractor representatives to discuss with the NPS an insurance deliverable or other insurance-related topic; call may be assigned in two 30-minute increments.

This Statement of Services is a PRE-DECISIONAL INTERNAL DOCUMENT and property of the National Park Service (NPS); it must be kept in strict confidence at all times pursuant to the applicable Insurance IDIQ Contract; it shall not be released by any Party other than the NPS and any requests for release must be forwarded immediately to the NPS.

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7. QUALITY STANDARDS

Documents must be free of typographical and grammatical errors. Major content changes required due to Contractor error will not result in an increase in the negotiated price, but the Contractor will rectify to the NPS’s satisfaction. Any amount of significant errors may be cause for rejection and may affect the Contractor’s performance evaluation. The Contractor is encouraged to review the March 2011 Federal Plain Language Guidelines, as revised, and to use plain writing in all prepared documents. The guidelines are located at https://www.plainlanguage.gov/media/FederalPLGuidelines.pdf. Documents must be submitted using Microsoft 365 Suites and be Section 508 compliant.

8. TRAVEL

Travel is not anticipated to complete the task order under this Statement of Services, except as a need arises. Any travel costs related to completion of services are included in the fixed price of the project order.

9. FEE AND PAYMENT

The Government will pay the Contractor the contract price as provided in this contract. Payment will be made according to the following payment schedules for Project 1-40.

Payment Schedule:

Payments for Project 1-40 70 percent after Government acceptance of the draft deliverable specified in this task order and upon receipt of a proper and acceptable invoice submitted by the Contractor; and, 30 percent after Government acceptance of the final deliverable specified in this task order and upon receipt of a proper and acceptable invoice submitted by the Contractor; or 100 percent after Government acceptance of the service in this task order and upon receipt of a proper and acceptable invoice submitted by the Contractor.

Payment requests must be submitted electronically through the U. S. Department of the Treasury's Invoice Processing Platform System (IPP). The IPP website address is: https://www.ipp.gov

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.

Under this SOS, the following documents are required to be submitted as an attachment to the IPP invoice:

[none]

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.gov will receive enrollment instructions via email from the Federal Reserve Bank of Boston (FRBB) within 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 for submitting invoices for payment, the Contractor must submit a waiver request in writing to the Contracting Officer with its proposal or quotation.

Project 1 – 38 : Recommend the Insurance Exhibit Requirements and Provide an Insurance Cost Estimate for Each Insurance Exhibit Request An insurance request is part of the prospectus development process for a specific concession contract. The concession operation at a park site will vary in size and in the types and number of visitor services provided.

Typically, the NPS provides the Contractor with a completed insurance request form and supporting documents electronically. The request form includes park-provided information about the particular https://www.plainlanguage.gov/media/FederalPLGuidelines.pdf https://www.ipp.gov/ mailto:ippgroup@bos.frb.org

This Statement of Services is a PRE-DECISIONAL INTERNAL DOCUMENT and property of the National Park Service (NPS); it must be kept in strict confidence at all times pursuant to the applicable Insurance IDIQ Contract; it shall not be released by any Party other than the NPS and any requests for release must be forwarded immediately to the NPS.

SOS Page 5 of 6 concession operation and the supporting documents will include at a minimum, and if available, the existing contract’s insurance exhibit or the existing contract’s insurance language and the existing concessioner’s insurance certificate(s) evidence of insurance, all other existing insurance related documents. The Contractor will assist the NPS with updating the insurance request form to ensure it has all the information needed for the Contractor to perform the analysis.

The Contractor will use the information in the request form and any supporting documents to analyze the business oppertunity, per insurance industry standards and availability, to recommend the appropriate insurance requirements for the proposed commercial visitor services. The recommendations will be 1) practical in the existing environment and 2) protect the Federal Government’s interests. Generally, the Contractor’s recommendations must also conform with the concession contract standard contract language, including the latest insurance Exhibit template. However, where appropriate and based on the specific concession operations and industry norms, the Contractor and NPS may discuss deviating from standard contract language.

The cost estimate for the recommended insurance is an integral component of prospectus development. The cost of insurance for a specific business opportunity may be an important factor in the financial feasibility of an operation and the contractor must provide the estimated cost of insurance for the proposed visitor services.

The Contractor will prepare a written list of follow-up questions if the Contractor identifies information that is not included in the request form (and supporting documents) and it must support the analysis to prepare the deliverables. The questions must use a numbered format and must follow the order of the request form to assist in responding to the questions.

The Contractor submits the follow-up questions electronically to the COR. The COR will make all attempts to provide a completed response within a reasonable time, within ten (10) working days. However, the Contractor may or may not receive all of the requested information and will develop assumptions, where appropriate. The COR will provide a notice to proceed, usually by electronic mail, indicating when no further information is expected and the Contractor may proceed with submitting a draft deliverable.

The Contractor must prepare a draft deliverable that consists of two (2) separate documents:

1. The narrative cover letter on official letterhead, identified as draft, will include:

o All estimated liability insurance costs (including the total and a breakdown of each recommended insurance type) for the first year of operation as a stand-alone operation and a comparison to the current concessioner’s reported premium costs, (if available).

o The cost of property insurance, if applicable and a comparison to the current concessioner’s premium costs.

o Specific information that assists the NPS in understanding the estimated premium costs, including other recommended insurance such as flood and earthquake coverages and the costs.

o Other relevant information consistent with current insurance industry standards and practices applicable for the scope of the proposed commercial visitor services.

o The assumptions and other information that supports the cost estimates.

o The consultant will also consider authorized services that have a material financial impact on the contract, or as required by the COR, to determine the feasibility of requiring rather than authorizing the services.

o A description of the methodology used to perform the analysis, such as risk and exposure criteria.

2. The Insurance Requirements Exhibit, using the most recent Insurance Exhibit Template:

This Statement of Services is a PRE-DECISIONAL INTERNAL DOCUMENT and property of the National Park Service (NPS); it must be kept in strict confidence at all times pursuant to the applicable Insurance IDIQ Contract; it shall not be released by any Party other than the NPS and any requests for release must be forwarded immediately to the NPS.

SOS Page 6 of 6 o Recommends all the appropriate liability and property coverage amounts for the proposed commercial visitor services, required and authorized.

o Recommends minimum limits for the proposed commercial visitor services, adding the numeric digits.

o Recommends assigning ‘Not Applicable’ language for a specific recommended insurance requirement.

o Address and discuss with the NPS any foreseen challenges with any insurance requirements applicable to the specific request.

The final deliverable must follow the same format as the draft deliverable, with the word draft removed in the cover letter and incorporate any updates or changes from the draft deliverable.

Project 39-40: Meetings The analysis may need additional discussion between the Contractor and the NPS prior to proceeding. The COR may schedule a one (1) hour conference call with a minimum of two (2) contractor representatives to discuss with the NPS an insurance technical assistance or other insurance-related topic associated with the insurance request. The COR may assign the call in two 30-minute increments.

Attachment A: Current Insurance Request Form

1. INTRODUCTION