STATEMENT OF WORK

Pennsylvania Department of Conservation and Natural Resources

Bureau of Geological Survey Scientific Rock-Coring Services

I. SCOPE OF WORK:

The Department of Conservation and Natural Resources (DCNR), Bureau of Geological Survey (hereafter referred to as Department) seeks to contract a vendor (hereafter referred to as Contractor) for drilling and rock coring services to support geologic mapping efforts, groundwater resource investigations, and geotechnical investigations throughout the Commonwealth of Pennsylvania.

Any questions regarding the technical specifications related to bedrock coring associated with this contract should be directed to Chris Oest at 717-702-2053 or coest@pa.gov. Any questions regarding the technical specifications related to geotechnical drilling associated with this contract should be directed to Stephanie Evans at 717-702-2031 or stephaevan@pa.gov. Any questions concerning the contracting or bidding procedures should be directed to Natalia Truitt at 717-783-3332 or ntruitt@pa.gov or Jenna English 717-787-3278 or jenenglish@pa.gov. Email communication is preferred.

Bidders should only complete and return the required documents listed in Section XII. BID AWARD in this SOW. Bidders should NOT attach any vendor quotes, Terms and Conditions, or documents other than those requested in Section XII. Bid submissions may be negated if additional attachments are submitted with the bid response. The Commonwealth's Terms and Conditions are the only terms accepted for this procurement.

II. CONTRACT TASKS:

A. Department Responsibilities

Department will communicate project-specific tasks to Contractor via work orders issued by email.

Work orders will include the following details:

1. Location of the project site(s) (including a map)

2. Type of drilling required

3. Access limitations and site conditions

4. Location of anticipated borings and depths

5. Need for Split Spoon (SPT) sampling and sampling intervals

6. Approximate depth of critical sampling intervals (if known)

7. Approximate thickness of overburden material

8. Known abnormal geological conditions - Abnormal geological conditions include, but are not limited to, fault zones, dense fractures, and/or presence of subsurface voids (mines or solution features).

9. Location of local water sources (hydrants or natural water features)

Department will hold a pre-mobilization meeting to review the task scope with Contractor. A site inspection will be made available to the Contractor prior to commencing work at the Contractor’s request. Contractor may raise concerns regarding scope and/or site conditions during the pre-mobilization meeting or during the site inspection.

mailto:coest@pa.gov mailto:stephaevan@pa.gov mailto:ntruitt@pa.gov mailto:jenenglish@pa.gov

The Department is responsible for securing all permissions required to access the drill sites. While efforts will be made to select drilling locations on Commonwealth-owned properties, if drilling is required on privately-owned properties, the Department will secure any permissions or right-of-way agreements in writing and provide copies of any agreements to the Contractor.

Department will provide core boxes and drilling oversight, including borehole logging.

B. Contractor Responsibilities

Contractor must meet the following qualification standards:

1. Ability to mobilize throughout the Commonwealth of Pennsylvania

2. Ability to conduct rock coring to at least 800 feet below graded surface (bgs)

3. Ability to collect NQ, HQ, and PQ core

4. Ability to work in off-road and remote conditions

The awarded Contractor is solely responsible for performing all aspects of this Statement of Work.

Subcontracting any of the tasks or deliverables described in this Statement of Work is prohibited.

III. DELIVERABLES:

A. Pre-Mobilization

Contractor will acknowledge receipt of the work order via email and request a site inspection, if desired. Additionally, Department and Contractor will schedule a pre-work meeting at this time to review the scope of work and address any concerns raised by Contractor. During this meeting, the Department and the Contractor will determine and agree upon the number of required personnel that must be onsite for the duration of each drilling project (sufficient personnel). Work must begin no later than 45 days following the issuance of the work order.

It is the Contractor’s responsibility to inspect drill site(s) before mobilization. The Contractor can reject a site prior to mobilization if conditions are deemed unsuitable. If the Contractor rejects drill site(s) after mobilization to that site, that mobilization/demobilization cannot be charged to the Department. Contractor must address concerns related to site conditions and/or scope of work in writing to the Department. If the Department and Contractor cannot come up with a reasonable solution to the Contractor’s concerns, the Contractor may reject that drill site.

Prior to mobilization, the Contractor is required to submit a PA 1 Call (811) ticket for the drilling site(s). A copy of the submission and utility responses must be provided to the Department before commencing work.

B. Mobilization

The Contractor will mobilize all equipment, materials, and labor to the project area to complete the task(s) outlined in the work order. This includes, but is not limited to, a drill rig appropriate for the task(s) and terrain of the project area, all required drill tooling, extra consumable materials (core bits, drilling fluid additive, water, fuel, etc.), water handling and storage equipment, sediment erosion control devices (if required), and sufficient personnel (as determined and agreed upon during the pre-mobilization meeting) on site to complete the drilling task(s) safely and effectively.

Delays incurred due to understaffing by the Contractor will not be eligible for standby time billing.

A project “area” is defined as the general location in which drilling tasks will occur. Within project areas, there may be multiple boreholes included in the scope of work; however, mobilization will only be charged for Contractor to arrive at and depart from the project area. The location of individual boreholes are “drill sites.”

C. Drilling Task Execution

Unless otherwise stated in work orders, rock coring will be continuous from top of rock to the target depth identified in the work order. If geotechnical drilling is requested, split spoon sampling (SPT) from the ground surface to top of rock (as defined in PennDOT Publication 2221) will be required.

The Department reserves the right to terminate boreholes at shallower than anticipated depths if scientific objectives are met prior to reaching target depths or if extenuating geological conditions will prevent scientific objectives from being met. The Department may request that the Contractor drill deeper than anticipated to achieve scientific objectives. The Contractor may deny requests to drill deeper if the depths requested are beyond the Contractor’s capability.

D. Overburden Drilling and Sampling

The Contractor will advance drill tooling through overburden to top of rock utilizing appropriate methods. When the drilling task is focused on bedrock coring, recovery of overburden samples may not be required, and cuttings may be spread at the surface of the drill site. Cuttings must be spread in such a manner that impacts to the site are minimal. The Department may elect to collect samples from overburden material via split spoon samplers or shelby tubes. If overburden sampling is required, the Contractor will follow the procedures defined in PennDOT Publication 222 for the selected method of sample collection and advancing of drill tooling in the overburden in a manner that maximizes recovery of sample material.

Overburden drilling will cease when top of rock is reached. For bedrock coring tasks, top of rock is the first semi-consolidated material encountered by the drill tooling. For geotechnical drilling, top of rock is defined as a SPT result of N=50/0.1 or N>50/0.3 for two consecutive intervals as outlined in PennDOT Publication 222 Figure 202-2. The Contractor is responsible for providing sample jars for all samples taken during geotechnical drilling.

E. Bedrock Coring

Since the boreholes advanced under this contract are of the upmost importance for Department research, the Department expects core recovery to be the top priority of the Contractor. The Contractor is expected to follow best practices summarized in PennDOT Publication 222 to ensure maximum core recovery. These practices include, but are not limited to, monitoring down pressure and drill rig response, including additives to drilling fluid, cleaning and maintaining coring equipment, replacing worn tooling, and modifying drilling rates based on anticipated rock types communicated to the Contractor by the Department. The Department requires core recovery to be as high as possible given the geologic conditions and will be no less than 90% through the entire cored geologic profile (i.e. the average recovery for an entire borehole may be no less than 90%).

Abnormal geologic conditions (as defined in Section II.-A.-8 above) that prevent optimal recovery will not factor into assessment of poor recovery at the discretion of the onsite Department representative. If recovery fails to meet expectations in the absence of abnormal geological conditions, the Department reserves the right to require the Contractor to offset from the boring location and re-drill in order to recover sample. If boring offset is required, drilling back to the depth

1 The latest published version of PennDOT Publication 222 must be consulted.

at which the previous boring was abandoned will be completed at the Contractor’s expense – redrilling offset boreholes may not be billed as footage and are exempt from standby time.

The Department expects the Contractor to be able to conduct NQ, HQ, and PQ diameter coring based on Department objectives and subsurface conditions. The Contractor must have capability to advance PQ diameter core to at least 200 feet bgs.

F. Water Hauling

The Contractor is responsible for hauling water to the site. If feasible, water may be withdrawn from a local water source. The Department will notify the Contractor if local water sources can be expected in work orders. The Contractor is responsible for obtaining permission to extract water from local sources. Cost for handling water while on site, transferring water from local sources to the drill site, and/or transferring water to the drill site from the Contractor’s headquarters following mobilization will be incorporated with the mobilization fee. It is the discretion of the Contractor to handle water logistics in the most efficient way possible.

G. Standby Time

Delays in completion of the scope of work incurred due to mechanical failure, lack of appropriate tooling or supplies (including extra consumable items), or inability to maintain proper staffing of the drill crew will be at the Contractor’s expense. The Department may elect to collect data from the borehole while drilling, including, but not limited to, collecting water samples. In these cases, idle time of the drilling crew will be at the Department’s expense, and the Contractor will bill the Department for standby time for these activities. The onsite Department representative will log all instances of downtime in field notebooks.

H. Intermediate Mobilization and Remobilization

Drilling tasks may include advancing boreholes at multiple locations. The Contractor is expected to remobilize all equipment, materials, and labor to subsequent project sites in order to complete the task outlined in the work order.

I. Demobilization and Borehole Decommissioning

Upon completion of drilling, the Contractor is responsible for removing all equipment and supplies from the drill site(s) and restoring drill site(s), access roads/trails, water access locations, or any other area impacted by drilling activities to its pre-work state. The Department may elect to collect water samples, conduct geophysical logging, or other analysis upon completion of the borehole requiring the Contractor to move the drill rig from the borehole for extended periods of time. In these instances, the Contractor will remobilize upon completion of these activities to properly decommission the borehole following methods summarized in PennDOT Publication 222.

The Contractor is required to properly decommission the borehole(s) following best practices defined in PennDOT Publication 222.

IV. DELIVERABLES DEFINITIONS

Mobilization and Demobilization –a flat-rate cost to move the drill rig and all associated supplies, tools, and personnel from the Contractor’s headquarters to and from the project area. This cost includes all associated supplies, tools, and personnel required for erosion and sediment control associated with the drilling activities (staging equipment, construction of pits, trenches, diversion ways, etc.)

Mobilization/demobilization may be charged for the first arrival and departure from the project area and for subsequent mobilizations, if required, for borehole decommissioning.

Intermediate Mobilization/Demobilization – cost per hour associated with moving the drill rig and all associated supplies, tools, and personnel between drill sites within a project area if multiple sites are included in the scope of work.

Overburden Drilling – cost per linear foot to advance drill tooling to top of rock.

Overburden Casing – cost per linear foot to install surface casing to top of rock or in the weathered bedrock zone.

Split Spoon Sampling (SPT) - cost per linear foot of soil sampling from the ground surface to the top of rock. Cost includes sample containers and drilling through overburden material.

Shelby Tube Sampling – cost per sample tube, including drilling. Cost includes sample containers and sealing supplies.

Rock Coring – cost per linear foot to continuously core bedrock from top of rock to the target interval designated bythe Department. Cost per linear foot will be independent of borehole diameter.

Borehole Decommissioning – cost per linear foot to properly decommission the borehole per guidance in PennDOT Publication 222.

Site Restoration – hourly cost of supplies and personnel to return the drill site(s), water withdrawal site(s), and the area traveled to and from these sites back to their pre-drilling condition. Site restoration includes all activities required to return the drilling site to pre-drilling conditions, including, but not limited to, filling in or leveling ruts, pits, or drainage channels, site grading, and seeding and strawing. If the drill site is located in a paved location, appropriate patching must be performed. Asphalt may be patched with cold patch if the borehole diameter is 12 inches or less. Cold patch repairs must be compacted to prevent settling. Any observed settling will be the responsibility of Contractor to repair at no additional cost to the Department. Concrete repairs may be made with appropriate premixed, bagged products so long as hydration rates specified by the manufacturer are followed.

Standby Time – hourly cost for down time incurred at the request of the Department as outlined in Section III. Deliverables - G. Standby Time.

V. USE OF ROADS:

The Department does not guarantee the successful Contractor the use of roads maintained by the PennDOT, townships, or other agencies or owners.

The Contractor must contact the PennDOT-posted highway coordinator and/or officials of other roads needed for this project to inquire about possible restrictions, including weight limits, that would prevent or limit use.

The Contractor is responsible for obtaining all necessary Road Use Permits and/or any associated bonds from the PennDOT, townships, or other agencies or owners.

VI. DELIVERY OF RECORDS:

The Department will be responsible for logging the borehole(s) and surveying the borehole location(s).

Contractor will be responsible for submitting all relevant records to the Department upon completion of work.

VII. ESTIMATED QUANTITIES:

It will be understood and agreed that any quantities listed in the Contract are estimated only and may be increased or decreased in accordance with the actual requirements of the Commonwealth and that the Commonwealth in accepting any bid or portion thereof, contracts only and agrees to purchase only the materials and services in such quantities as represent the actual requirements of the Commonwealth. The Commonwealth reserves the right to purchase materials and services covered under the Contract through a separate, competitive procurement procedure, whenever Commonwealth deems it to be in its best interest.

VIII. POTENTIAL OF ADDITIONAL LINE ITEM(S):

Upon mutual agreement of the Department and the Contractor, items that are consistent with the overall scope of work of the Contract may be added, at a unit price mutually agreed to, upon receipt of a valid written quotation from the Contractor.

The Contract will then be amended to include the additional item(s).

IX. ISSUANCE OF PURCHASE ORDERS:

The Department will issue Purchase Orders against this contract. These orders constitute the Contractor’s authority to deliver the services as described in the Purchase Order. All Purchase Orders received by the Contractor up to and including the expiration date of the contract are acceptable and must be performed in accordance with the order and the contract. Each Purchase Order will be deemed to incorporate the terms and conditions set forth in this contract.

X. CONTRACT TERM & ESCALATION CLAUSE:

The contract will commence on January 1, 2027, and will terminate December 31, 2027.

Further, the parties may agree to renew this contract up to four (4) additional annual terms, with the final termination date of December 31, 2031, upon the same terms and conditions set forth in the contract. The Department, based on past Contractor performance, may negotiate an increase in the unit price(s) by a rate not to exceed 3%.

The Department will reach out to the Contractor no later than August 30th prior to the termination date to begin renewal discussions. Once the renewal terms are mutually decided, the Contractor will provide notification of the intent to renew, including the requested price increase if desired, to the Department no later than September 30th prior to the termination date. The renewal notice should be sent to the following individuals at the DCNR Bureau of Geological Survey:

Christ Oest at coest@pa.gov

Stephanie Evans at stephaevan@pa.gov Michael Perkins at miperkins@pa.gov

XI. INSURANCE:

The Contractor is required to have in place during the term of the Contract and any renewals or extensions thereof, the following types of insurance, issued by companies acceptable to the Commonwealth and authorized to conduct such business under the laws of the Commonwealth of Pennsylvania:

Workmen’s Compensation Insurance for all of the Contractor’s employees and those of any subcontractor, engaged in work at the site of the project as required by law.

Public Liability and Property Damage Insurance to protect the Commonwealth, the Contractor and any and all subcontractors from claims for damages for personal injury (including bodily injury), sickness or disease, accidental death and damage to property including the loss of use resulting from any property damage. Which may arise from the activities performed under the Contract, or the failure to perform under the Contract, whether such performance or non-performance be by the Contractor, by any subcontractor, or by anyone directly or indirectly employed by either. The minimum amounts of coverage shall be $250,000 per person and $1,000,000 per occurrence for bodily injury, including death, and $250,000 per person and $1,000,000 per occurrence for property damage. Such policies shall be occurrence rather than claims-made policies and shall not contain any endorsements or any other form designated to limit and restrict any action by the Commonwealth, as an additional insured, against the insurance coverage in regard to work performed for the Commonwealth.

Prior to commencement of the work under the Contract and at each insurance renewal date during the term of the Contract, the Contractor shall provide the Commonwealth with current certificates of insurance. These certificates or policies shall name the Commonwealth as an additional insured and shall contain a provision that the coverage’s afforded under the policies will not be cancelled or changed until at least thirty (30) days written notice has been given to the Commonwealth.

The Commonwealth shall be under no obligation to obtain such certificates from the Contractor(s).

Failure by the Commonwealth to obtain the certificates shall not be deemed a waiver of the Contractor’s obligation to obtain and furnish certificates. The Commonwealth shall have the right to inspect the original insurance policies.

mailto:coest@pa.gov mailto:stephaevan@pa.gov mailto:miperkins@pa.gov

XII. BID AWARD:

Bidder must complete and return the following with their bid response:

A. The electronic Invitation for Bid to be found at www.pasupplierportal.state.pa.us.

B. A properly executed Worker Protection and Investment Certification Form.

The bid will be awarded based on lowest total sum. In the event of a discrepancy between the unit price and extension of figures, the unit price will prevail.

Please note that the Department will only accept two (2) decimal points when entering your pricing.

The unit price must include the cost of all supplies needed, labor, insurance, superintendence, tools, equipment, all miscellaneous expenses, and any other items necessary for the completion of all tasks and deliverables included herein within the time frame specified.

The Department will provide core boxes and drilling oversight, including borehole logging.

XIII. CONTRACTOR REFERENCES:

After bid opening, and prior to awarding this contract, the Department reserves the right to request references from the Contractor attesting to the qualifications and capabilities of the Contractor. The Contractor will provide references to the Department upon request to confirm qualifications.

References will include the name and contact information (address, phone number, and email address) of at least three clients the Contractor has completed similar work for as the prime Contractor during the previous two years. Similar work is defined as drilling tasks that require overburden drilling, split spoon and shelby tube sampling, and rock coring at depths up to 800 feet below grade.

References are an optional tool available to the Department to help determine bidder capabilities. If any of these references are requested, and the bidder cannot supply the necessary documentation and proof of compliance, the Department reserves the right to reject the bidder. The decision to both request references or reject bidders based on inadequate references will be made solely at the discretion of the Department.

XIV. RECEIPT AND OPENING OF BIDS:

Bids must be submitted via the PA Supplier Portal, to be found at www.pasupplierportal.state.pa.us.

Faxed, emailed, and mailed bids will not be accepted.

No responsibility will be attached to any employee of the Department for the premature opening of, or the failure to open, a bid not properly addressed and identified, or for any reason whatsoever.

XV. PAYMENT TERMS:

Payment will be made to the Contractor for actual services performed upon satisfactory completion of analysis and delivery of results.

This contract will be paid by Automated Clearing House (ACH), commonly referred to as direct deposit.

Contractor should review Section V.25 CONTRACT-016.2 Automated Clearing House (ACH) Payments of the Commonwealth’s Terms and Conditions for complete details and Contractor responsibilities.

http://www.pasupplierportal.state.pa.us/ http://www.pasupplierportal.state.pa.us/

XVI. INVOICES:

Invoice format must be in accordance with the IFB – Invitation for Bid. Invoices should reflect line items as set forth in the purchase order. All invoices must be itemized to include the line item, quantity, and cost.

All invoices MUST contain the purchase order number, as well as vendor’s SAP Vendor Number. The name and address listed on the purchase order must also be the same as reflected on the invoice(s).

Failure to provide this information may result in a delay of payment

All invoices for this contract MUST either be:

Emailed to the following for a Paperless Email Invoice Option: Email a copy of the correctly executed invoice to: 69180@pa.gov.

For information regarding the Commonwealth’s E-Invoicing Program, visit:

http://www.budget.pa.gov/Programs/Pages/E-Invoicing.aspx.

Or Mailed to the following address:

Commonwealth of PA – PO Invoice P.O. Box 69180 Harrisburg, PA 17106

Please Note: Contractors are reminded to NOT include employer identification numbers, Social Security Numbers, bank account information, or other personally identifiable information on their invoices. That information is uniquely tied to your SAP Vendor Number and, for security purposes, should not be explicitly stated on an invoice.

XVII. BID RESULTS:

Bidders can obtain bid results by accessing www.emarketplace.state.pa.us/bidtabs.aspx. The bids will be posted as soon as practicable following the bid opening. The results are the apparent bidders, and all bids are under review until final award of the contract.

mailto:69180@pa.gov http://www.budget.pa.gov/Programs/Pages/E-Invoicing.aspx http://www.emarketplace.state.pa.us/bidtabs.aspx.