RFP DTFH61-10-R-00019.pdf

SOLICITATION, OFFER AND AWARD 1.THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

RATING PAGE of PAGES

1 106

2. CONTRACT NO. 3. SOLICITATION NO. 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NO.

DTFH61-10-R-00019 SEALED BID (IFB) 7/13/2010 21-21-10071

x NEGOTIATED (RFP)

7. ISSUED BY CODE: HAAM-30 8. ADDRESS OFFER TO (If other than Item 7) Federal Highway Administration Office of Acquisition Management 1200 New Jersey Ave., SE, Mail Stop E65-101 Washington, DC 20590

NOTE: In sealed bid solicitation “offer” and “offeror” mean “bid” and “bidder”.

SOLICITATION

9. Sealed offers in original and 14 (total = 15) for furnishing the supplies or services in the Schedule will be received at the place specified in Item 7 until 4:15 pm Washington, D.C. Time August 27, 2010.

CAUTION - LATE Submission, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. A. NAME B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

FOR

AREA CODE NUMBER EXT.

INFORMATION

CALL: Jennifer Johnson

366-0904

Jennifer.Johnson@dot.gov

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM 1 X I CONTRACT CLAUSES 51-63

X B SUPPLIES OR SERVICES AND PRICES/COSTS 2 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT 3-31 X J LIST OF ATTACHMENTS 64

X D PACKAGING AND MARKING 32 PART IV - REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 32 X K REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

65-68

X F DELIVERIES OR PERFORMANCE 32-34

X G CONTRACT ADMINISTRATION DATA 34-43 X L INSTRUCTIONS, CONDITIONS, AND NOTICES TO

OFFERORS

69-100

X H SPECIAL CONTRACT REQUIREMENTS 44-50 X M EVALUATION FACTORS FOR AWARD 100-106

OFFER (Must be fully completed by offeror)

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT

PAYMENT (See Section I, Clause No. 52.232-8)

10 Calendar Days (%) 20 Calendar Days (%) 30 Calendar Days (%) Calendar Days (%)

14. ACKNOWLEDGMENT OF

AMENDMENTS (The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

AMENDMENT NO. DATE AMENDMENT NO. DATE

15A.

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

15B. TELEPHONE NO. 15C.CHECK IF REMITTANCE ADDRESS IS

DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE

17. SIGNATURE 18. OFFER DATE

AREA CODE NUMBER EXT.

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS

ITEM

10 U.S.C. 2304(c) ( ) 41 U.S.C. 253(c) ( )

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD

(Signature of Contracting Officer) IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA - FAR {48 CFR} 53.214(c) mailto:7�

DTFH61-10-R-00019

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

The Contractor shall furnish all the necessary facilities, materials, and personnel and shall perform technical non-personal services and program support necessary under this contract entitled Intelligent Transportation Systems (ITS) Technical Support Services. Such services and program support shall be rendered to the Federal Highway Administration (FHWA) through the issuance of cost-plus-fixed-fee and firm-fixed-price task orders under this indefinite delivery/indefinite quantity (IDIQ) contract.

The total estimated amount for the performance of this indefinite delivery/indefinite quantity contract (Base Period, plus four option years) is $ . That amount consists of an estimated total aggregate cost of $ , and an estimated total aggregate fee of $ .

The estimated amount for the performance of the Base Period (one year) of this indefinite delivery/indefinite quantity contract is $ . That amount consists of an estimated aggregate cost of $ , plus an estimated aggregate fee of $ for such task order(s).

The estimated amount for the performance of the First Option Year of this indefinite delivery/indefinite quantity contract is $ . That amount consists of an estimated aggregate cost of $ and an estimated aggregate fee of $ for such task order(s).

The estimated amount for the performance of the Second Option Year of this indefinite delivery/indefinite quantity contract is $ . That amount consists of an estimated aggregate cost of $ , and an estimated aggregate fee of $ for such task order(s).

The estimated amount for the performance of the Third Option Year of this indefinite delivery/indefinite quantity contract is $ . That amount consists of an estimated aggregate cost of $ , and an estimated aggregate fee of $ for such task order(s).

The estimated amount for the performance of the Fourth Option Year of this indefinite delivery/indefinite quantity contract is $ . That amount consists of an estimated aggregate cost of $ , and an estimated aggregate fee of $ for such task order(s).

All travel shall be reimbursed at cost in accordance with the travel and per diem clause (reference Section G). The un-loaded cost of travel and per diem shall not exceed $1,000,000.00 per year. These amounts are included in the total contract value as stated above.

SECTION C - DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

C.1 BACKGROUND

The Intelligent Transportation Systems (ITS) Joint Program Office (JPO) is charged with the planning and execution of the ITS Program as authorized by Congress in the Safe, Accountable, Flexible, Efficient Transportation Equity Act: A Legacy for Users (SAFETEA-LU, P.L. 109-59). This program encompasses a broad range of technologies that are applied to the surface transportation system. The ITS JPO coordinates with and executes the program in cooperation with the surface modal administrations within the Department of Transportation, such as: Federal Highway Administration (FHWA), Federal Transit Administration (FTA), National Highway Traffic Safety Administration (NHTSA), Federal Motor Carrier Safety Administration (FMCSA), et al.

The ITS JPO administers the approximately $100+ million annual budget for ITS Research and Development, which includes related supporting activities. To manage this program, the JPO has a staff of 12 program managers, each having multiple responsibilities working across the various transportation modes developing applications of ITS technology that will be deployed across the nation. There are currently over 70 projects, or areas of work, being managed by the ITS JPO staff. The ITS JPO has utilized contractors to assist and be an extension of staff to handle the large workload required in the ITS JPO office over the years. Since the mid-1990s the ITS JPO has utilized contactor support for the ITS JPO staff. The U.S. Department of Transportation (DOT) ITS Engineering Support Services contract was competitively awarded in 2005, and is due to expire on August 31, 2010.

The new ITS JPO Technical Support Services Contract (ITS TSSC) will be competed to allow a continuation of the broad range of services needed to support the ITS JPO in the conduct of the ITS Program. Task Orders under this contract will provide a wide spectrum of related services for the US DOT, FHWA, NHTSA, FMCSA, FTA, and other Federal Agencies.

The contractor(s) will be expected to provide a broad range of competencies that complement the capabilities of ITS JPO staff, U.S. DOT staff, and other contractors to deliver the complex ITS Program. Proximity to the ITS JPO offices and the ability to provide highly qualified technical personnel expertise will be critical factors for selecting the contractor(s) that will perform this work.

C.2 INCUMBENT CONTRACT

The subject work is being performed under the following active IDIQ contract, which is scheduled to end on August 31, 2010.

• DTFH61-05-D-00002 Noblis, Inc.

C.3 CONTRACT OBJECTIVES

This contract will provide a broad range of capabilities that are essential for complementing the technical capabilities of federal staff who are the leaders of the ITS Program and other Transportation programs. This contract will provide specific services and supplies, on a task order basis, as deemed necessary to support the ITS JPO staff , other agencies within the DOT, and other Federal agencies working with the DOT.

C.4 SCOPE

The Contractor shall provide technical assistance, subject matter expertise, services and supplies to assist in delivering the ITS Program. The Contractor and subcontractors shall support the coordination of technical content delivery among Transportation Programs and shall advise JPO and other federal staff on Program technical matters. The Contractor shall represent and advise, but not shape, Federal program interests in technical and policy matters. The contractor is expected to deliver support in three (3) major competencies:

Technical Competencies: Experience, knowledge, proficiency, and/or skills related to a specific technology or technical area. Examples of technical competencies may include broad knowledge of computer networks, or specific experience working with vehicle On-Board Equipment (OBE).

Functional Competencies: Experience, knowledge, proficiency, and/or skill needed to perform a particular type of work activity (function). Functional competencies are related to expertise in a given function and are not necessarily tied to a given situation, i.e., they are competencies which are transferable to different situations. Examples of functional competencies may include program management, training, facilitation, strategic planning, business planning, etc.

Situational Competencies: Experience working in or working with a specific industry, organization, program/project, or group. Examples of situational competencies may include experience in the automotive industry or experience working on the Strategic Highway Research Program (SHRP), etc.

Within each of these three major competencies are more specific supporting competencies and/or activities that focus on providing technical support to the JPO and other Modal Administration Project Managers in the execution of their programs. These supporting competencies and activities will be discussed in more detail in section C.5 – Delineation of Task Areas below, but broadly include activities such as (but not limited to):

• Technical support in the development of Statements of Work (SOWs) and specifications for research activities

• Technical evaluation of proposals submitted to execute the projects

• Addressing critical technical issues in the development of ITS research programs

• Monitoring the technical aspects of contractor performance in the execution of projects

• Technical evaluation of contractor’s work products resulting from these projects

• Technical inputs and/or analysis that is required to develop a project plan prior to open solicitations for the project

• Providing technical recommendations and subject matter expertise on the state of the art in certain ITS technologies

In addition to providing support in the competencies described above, the contractor and subcontractors shall provide program management for their responsibilities under this contract, including start-up and transition activities. The program management, start-up, and transition activities are detailed in 1.4 in section C.5 – Delineation of Task Areas, but broadly include activities such as (but not limited to):

• Contract and task order management

• Task order process management

• Work plan development and maintenance

• Progress / status reporting

• Risk monitoring

• Project kick-off

• Start-up plan development

• Transition plan development

• Task order and work product transition (from incumbent contractor)

C.5 DELINEATION OF TASK AREAS

The following competency and activity descriptions define the broad work areas anticipated under the contract. Although some reflect areas of continuing activity, many are short term and will change with the activity of the various Transportation programs.

NOTE: Offerors’ proposals must demonstrate their team’s experience and capabilities to perform Task Orders under ALL potential Task Areas listed below.

The Government is not requesting proposals for individual Task Areas. Rather, it intends to award contracts which will require that the Contractor team (inclusive of subcontractors) have the capability to provide services under ALL Task Areas listed below.

1.1. Technical Competencies

The contractor will provide the ITS JPO and other DOT organizations technical assistance and support for the foundational elements of the ITS strategic plans, research and operations. The support activities will include technical and technical policy analyses, and technical contributions to task forces, consortia, and working groups, supporting ITS advanced vehicle-highway safety, mobility, environment, and policy considerations.

The contractor will assess the technical relevancy of efforts in other DOT and other government agencies to the research efforts. Conduct analyses focused on specific technical areas, and contribute to inter-office, -divisional, -agency, and -departmental efforts to enhance the benefits from and to transportation-related programs.

The contractor’s and subcontractors’ expertise must span the breadth of ITS to encompass the current needs of deploying agencies, while also providing targeted expertise to address the emerging needs of the Department of Transportation in its research efforts. The breadth of ITS is depicted through the National ITS Architecture, version 6.1, and can be described according to user needs:

• Travel and Traffic Management o Pre-trip Travel Information o En-route Driver Information o Route Guidance o Ride Matching and Reservation o Traveler Services Information o Traffic Control o Incident Management o Travel Demand Management o Emissions Testing and Mitigation o Highway Rail Intersection

• Public Transportation Management o Public Transportation Management o En-route Transit Information o Personalized Public Transit o Public Travel Security

• Electronic Payment o Electronic Payment Services

• Commercial Vehicle Operations o Commercial Vehicle Electronic Clearance o Automated Roadside Safety Inspection o On-board Safety and Security Monitoring o Commercial Vehicle Administrative Processes o Hazardous Materials Security and Incident Response o Freight Mobility

• Emergency Management o Emergency Notification and Personal Security o Emergency Vehicle Management o Disaster Response and Evacuation

• Advanced Vehicle Safety Systems o Longitudinal Collision Avoidance o Lateral Collision Avoidance o Intersection Collision Avoidance o Vision Enhancement for Crash Avoidance o Safety Readiness http://www.iteris.com/itsarch/html/user/usr12.htm� http://www.iteris.com/itsarch/html/user/usr13.htm� http://www.iteris.com/itsarch/html/user/usr14.htm� http://www.iteris.com/itsarch/html/user/usr15.htm� http://www.iteris.com/itsarch/html/user/usr16.htm� http://www.iteris.com/itsarch/html/user/usr17.htm� http://www.iteris.com/itsarch/html/user/usr18.htm� http://www.iteris.com/itsarch/html/user/usr19.htm� http://www.iteris.com/itsarch/html/user/usr110.htm� http://www.iteris.com/itsarch/html/user/usr22.htm� http://www.iteris.com/itsarch/html/user/usr23.htm� http://www.iteris.com/itsarch/html/user/usr24.htm� o Pre-crash Restraint Deployment o Automated Vehicle Operation

• Information Management o Archived Data

• Maintenance And Construction Management o Maintenance and Construction Operations

1.1.1. Multi-Modal Technical Assistance

The contractor shall provide Multi-Modal Technical Assistance to the ITS Joint Program Office, its Modal Administration partners through the Department of Transportation, and its stakeholders in the public, private, and academic sectors. This support encompasses the technical support for pursuing ITS and Transportation research and development that contributes towards deployment.

1.1.1.1. Comprehensive Technical Support to the ITS Program

The contractor shall provide continual technical assessment, evaluation of issues, technical assistance and analysis that support the execution of the ITS and other Transportation Programs. In the area of training, the contractor may be asked to provide specific training and knowledge building in understanding the technical issues impacting the strategic plan activities. This training may be in the form of general topic briefings, subject specific briefings, webinars, and/or white papers.

Specific technical assistance activities will be identified continually through the life cycle of the Program research activities listed below. These assistance activities will involve a range of competencies including, but not limited to, systems engineering, subject matter research and analysis, architecture analysis, economic and econometric analysis, design and implementation issues, training, etc.

The ITS Strategic Plan has identified the following as the body of research that will be targeted by the ITS Program during the life of this contract:

• Multi-Modal Research – Applications o IntelliDriveSM Vehicle to Infrastructure Communications for Safety

To accelerate the implementation of the next generation of safety improvements through deployment of a nationwide suite of V2I -equipped vehicles in all categories capable of communicating effectively with relevant infrastructure systems o IntelliDriveSM Vehicle to Vehicle Communications for Safety To accelerate the implementation of next generation of safety improvements through the widespread deployment of V2V -equipped vehicles of all types o Real-Time Data Capture & Management To accelerate the implementation of the next generation of transportation system improvements by providing real-time, multi-modal information in all 50 states that will improve energy conservation, traveler information, safety, and reduce congestion.

o Dynamic Mobility Applications To improve transportation mobility by providing travelers and transportation system operators with real-time, dynamic, decision-making capabilities through access to a nationwide suite of applications based on improved collection and processing of real – time data, supplemented by improved communications between vehicles and infrastructure.

o Road Weather Management To facilitate and improve the value of road weather information provided by both public and private sector weather communities to all transportation users and operators through robust data assimilation, quality checking and effective dissemination.

o Applications for the Environment: Real-Time Information Synthesis

(AERIS)

To generate/acquire environmentally-relevant real-time transportation data, use this data to create actionable information to support and facilitate “green” transportation choices, and assist system users and operators with “green” transportation alternatives or options.

• Multi-Modal Research – Technology o Human Factors for IntelliDriveSM

To eliminate distractions related to IntelliDriveSM devices as a contributing factor to crashes. Achieve this by evaluating driver distraction issues while leveraging the convergent findings of epidemiological studies, experimental studies, and analyses of crash data o IntelliDriveSM Test Environment Create a common resource for public and private sector multi-modal testing o Harmonization of International Standards and Architecture

Develop internationally harmonized standards, particularly around vehicle-based applications o IntelliDriveSM Certification Establish a technology & application certification approach, particularly for active safety applications o IntelliDriveSM Systems Engineering

This revised baseline architecture and requirements will serve as the technical foundation for the next generation of IntelliDriveSM field tests, for initial and ongoing deployments of IntelliDriveSM, and for continued research as the core technologies and program evolve

• Multi-Modal Research – Policy o IntelliDriveSM Policy

This work area is intended to support and execute policy research activities related to the IntelliDriveSM program. A policy research plan and roadmap for the program is available at:

http://www.intellidriveusa.org/research/policy-roadmap.php (this plan may be updated periodically, please check the website for updates). The plan is organized around five (5) research tracks:

Deployment Scenarios and Implementation and Operations Strategies, Investment Models, Governance Structures, Institutional Issues, and Comparative Analysis and Reporting. This contract is anticipated to support work across all 5 tracks in cooperation with IntelliDriveSM stakeholders. However, not all work described in the research plan will be executed through this contract. Activities might include:

− Supporting development of a deployment approach for DSRC 5.9GHz infrastructure

− Supporting development of a viable financing strategy for funding implementation and operation of DSRC 5.9GHz infrastructure

• Mode Specific Research o FHWA - Active Traffic Management

To identify ATM benefits and operating criteria to allow agencies to truly, in real time, manipulate traffic flow, capacity and demand throughout the transportation network o FMCSA/FHWA - International Border Crossing E-screening To determine the best technology/ITS solutions for a bi-national

(US/Mexico) tolling and payment system that accommodates dynamic (variable) pricing at the border for congestion management and idle /emissions reduction

To identify if the successful deployment of a radio frequency identification (RFID) technology-based solution yields significant time savings and safety benefits in international border crossing regions o FMCSA/FHWA- Smart Roadside To accelerate the development and integration of commercial vehicle applications into the suite of existing and planned USDOT IntelliDriveSM Vehicle-to-Infrastructure applications o FMCSA - CVISN Core and Expanded To improve the safety and productivity of motor carriers and their drivers, and reduce regulatory and administrative costs for public-and private-sector stakeholders through improved data sharing, electronic credentialing, and targeted automated screening and targeted enforcement of high-risk carriers at the roadside

• Exploratory Research o Technology Options for Collecting User Fees

Study technology options, requirements & architectures to support range of policy options.

http://www.intellidriveusa.org/research/policy-roadmap.php� o Multi-Modal Integrated Payment System Develop white paper to assess need for federal research to enable integrated multi-modal payment.

o Exploratory Solicitation

Scan for new technologies & provide incentives for innovative applications.

• Other ITS Research o I-95 Corridor Coalition

To promote regional cooperation, planning, and shared project implementation for programs and projects to improve transportation system management and operations, as codified in Sec 5211 of SAFETEA-LU o Integrated Corridor Management Provide guidance to assist agencies in implementing Integrated

Corridor Operations, create supporting analysis tools, approaches, and technical standards, and demonstrate the value of Integrated Corridor Management o Mobility Services for All Americans (MSAA) To improve transportation services and simplify access to employment, healthcare, education, and other community activities by means of the advanced technologies of Intelligent Transportation Systems (ITS) and through extending transportation service partnerships with consumers and human service providers at the federal, State, and local levels

1.1.1.2.Technical Support for Independent Validation and Verification

(IV&V) Efforts

This activity will develop information about the comprehensive value of ITS deployment through IV&V efforts that can be disseminated to public and private organizations. The aim for providing this information is to foster cost-effective deployment of ITS technologies in support of transportation problems.

The activity requires identifying and collecting technical metrics, analyzing, and reporting program effectiveness information to support U.S. DOT programmatic and policy decisions; conduct outreach to ITS stakeholders; and develop responses to inquiries from the legislative and executive branches of the Federal Government. This activity will require continuous coordination with ITS JPO.

The contractor shall possess an understanding of institutional issues associated with ITS deployment and integration projects. This activity may also include conducting independent crosscutting reviews of ITS projects and identification of technical issues surfaced during project implementation.

Examples of specific areas of IV&V technical interest include, but are not limited to:

• Serve as the ITS JPO focal point for technical assessment of costs and benefits information.

o Development and maintenance of the ITS Benefits and Costs Database, to include maintenance of a Web-based version accessible at www.benefitcost.its.dot.gov.

o Ensure that ITS unit costs data are supplied to the ITS Deployment Analysis System (IDAS).

o Develop the periodic ITS cost-related reports.

o Conduct effectiveness analyses in terms of the U.S. DOT metrics used to measure impacts of ITS implementation in seven goal areas:

reductions in crashes;

improved throughput;

improved travel time reliability;

cost savings;

reduced emissions and fuel consumption;

improved overall customer satisfaction, and Causal effects between deployed technologies and outcomes.

• Conduct technical assessments of performance measures including, inputs, outputs, outcomes, and measures of value added (such as benefit-cost or multi-criteria indices)

• Develop periodic communication with project management teams to review ITS cost issues.

• Conduct research and analyses of ITS benefits identified in deployments outside the U.S. This activity requires an understanding of evaluation techniques employed in the European Union, Japan, Canada, and Latin America.

• Produce a biannual report reflecting a snapshot of the ITS benefits in the database, and presenting conclusions regarding the benefits (or dis-benefits) of ITS implementations.

• Perform periodic Web site utilization trends analyses.

• Participate in the design, development and maintenance of an ITS Lessons

Learned Database.

1.1.1.3.Technical Assistance to DOT to provide assistance to other public agencies

This activity will provide technical assistance; documentation preparation and review;

and analysis in response to requests from federal, state, or other public agencies on issues related to the development, deployment, and integration of ITS. The contractor will further ensure that any information and lessons learned from this activity is fully documented and captured to support subsequent technology transfer. The specific technical assistance activities will be identified as part of the initial assistance request and/or assessment.

NOTE: in order to provide this assistance on-site visits may be required.

Common activities related to this task area include:

http://www.benefitcost.its.dot.gov/�

• Preparation and delivery of training sessions and/or workshops focusing on the state-of-the-practice/art in intelligent transportation systems/technologies; the impact on the implementation and operation of specific technologies; the application of federal regulations and requirements; and best practices and lessons learned relating to individual transportation and public agencies, regional and national organizations, industry groups, and/or topic specific working groups;

• Organization, support, and facilitation of workshops, working groups, and ad-hoc meetings/committees focused on obtaining peer-to-peer collaboration; analysis of best-practices; or identification and resolution of issues regarding specific ITS transportation topics;

• Initial assessment and evaluation of technical issues and technical assistance regarding specific ITS transportation topics.

• Data collection and analysis of information for the resolution of ITS deployment issues. This may include but is not limited to: monitoring specific projects, agencies, or regions concerning ITS transportation deployment, operation and impacts; carrying out cross-cutting scanning tours, surveys, and interviews on specific ITS transportation topics; development of syntheses of current practice and/or comparative analyses;

• Assistance in the analysis and decisions impacting ITS transportation projects.

This may include but is not limited to the development of evaluation plans and performance measures, assistance regarding the collection of data and its analysis, assistance in the development of analysis tools and in conducting the evaluation, and preparation and maintenance of impact databases and summaries;

• Development and maintenance of databases, websites, application of social networking including web 2.0/ web 3.0 technologies or other mechanisms for industry collaboration and/or information dissemination;

• Preparation of technical assistance work plans for significant efforts as requested by the ITS JPO; or

• Preparation of trip reports, activity summaries, case studies, lessons-learned, white papers or guidance materials.

1.1.1.4.Professional Capacity Building (PCB)

Provide technical assistance to ITS efforts to enhance the knowledge and skills of transportation professionals in support of the deployment of ITS. The activity requires contractor technical support for key aspects of the ITS PCB Program. Specific assistance activities will be identified as part of initial assistance requests and/or assessments. The assistance may include subject matter research and analysis, support for training program design and implementation, support for evaluations of alternative delivery modes, etc.

Examples of specific areas of interest include, but are not limited to, the technical aspects of:

• Collecting and analyzing information regarding curriculum topics of greatest need

• Identifying subject matter experts and helping to plan and coordinate curriculum development activities

• In cooperation with DOT’s University Transportation Center, identifying potential opportunities for partnering with universities to support the development of future generations of ITS professionals.

• Assisting in creating and coordinating mechanisms for peer-to-peer communications and learning

• Helping to identify and assemble information regarding best practices, lessons learned, and case studies from ITS and/or DOT databases to include in ITS training curricula

• Assisting in efforts to obtain recommendations from experts and input from potential users on ways to increase enrollment in web-based training and on preferred alternative learning modes.

• Undertaking other Professional Capacity Building technical support tasks as they arise.

1.1.2. Advanced Research Support

This activity will provide technical assistance and subject matter expertise in the identification of major technical problem areas and technical knowledge gaps that interfere with achieving ITS strategic goals and to identify the advanced technologies/materials/analytical methods that could be explored to produce breakthrough results in ITS research.

These activities will involve a range of competencies including, but not limited to:

• Technical Subject Matter Expertise (SME) in the areas of technology, transportation, traffic management, road/weather management, operational meteorology, the environment, ITS standards, telecommunications, data exchange, automotive safety, automotive electronics, crash analysis (data), and human factors

• Addressing evolving trends in transportation technology

• Technology roadmaps and adoption analysis

The specific technical assistance activities will be identified as part of the initial assistance request and/or assessment. These assistance activities may involve technical support in:

• Strategic Planning: Assist the ITS programs in technology aspects of developing, updating, and disseminating mid- to long-term plans and actions that enable ITS to achieve its advanced research program objectives. The contractor will assist in the Strategic Planning cycle including contributing to the organization and conduct of workshops and seminars designed to identify mid- to long-term plans and actions directed at breakthroughs towards resolving the defined research problems.

• Technical Assessments: When the appropriate technology or expertise is not available within ITS, the contractor will provide technical and process (e.g., cost/benefit analysis) assessments of alternative or competing technologies. The contractor will provide specialist experienced input from staff, or when appropriate by subcontract, with ITS JPO concurrence including:

o Identifying, acquiring, and developing processes to assess the technical merits, cost, and operational effectiveness of new, alternative, or competing methods and technologies.

o Applying technology assessment to proposed or in-progress efforts so that alternative or competing technologies can be equitably evaluated and compared.

o Identifying, acquiring, and, as necessary, developing processes to assess the technical merits, cost, and operational effectiveness of technology proposals and products.

• Technology Roadmaps: Developing technical and program roadmaps to the desired end state by identifying available technology, technology opportunities, and technology challenges to be addressed in the multi-year mode and multi-modal programs. The technology roadmap provides the basis for soliciting and evaluating proposals and judging progress toward program objectives. The contractor will assist in developing the technical aspects of Advanced Research Plans and Technology Roadmaps including contributing to the organization and conduct of research problem definition, review panels, and research program presentations or Program Proposal roadmaps.

• Concepts of Operation: Assist the ITS programs in developing, updating, and disseminating Concept of Operations that define the desired characteristics of proposed systems/technologies and the set of capabilities which may be employed to achieve desired objectives.

1.1.3. Support and Assistance for ITS Technical Tools

This activity will provide technical support and assistance in the application of tools, modeling activities, computer aided instruction (CAI) training and support efforts, simulation, and the analysis of potential new technical tools associated with the ITS program.

The support and assistance activities will include technical analyses and technical contributions to ITS Program. Some examples of specific areas of interest include, but are not limited to the technical aspects of:

• Conducting technical analyses of specific analytical tools and modeling activities, computer aided instructional technology, and simulation;

• Participating in preparing for the delivery, validation, and operational implementation of related research tools;

• Conducting/providing technical recommendations, support, reviews and evaluations;

• Provide technical recommendations, evaluations, and assistance in human factors analyses.

• Providing technical analyses and technical contributions to task forces, consortia, and working groups supporting the ITS Program.

1.1.4. ITS Research Evaluation Technical Assistance

This activity will provide technical support needed for managing the field testing and model deployments of ITS programs research applications and technology. Separate, independent procurements will be made to perform the actual ITS Research Evaluation activities, however, some technical assistance may be required in the conduct of such evaluations related to the technical aspects of the programs. This activity area is for technical assistance in support of the research evaluations.

The contractor will provide support in the technical aspects of the implementation and oversight of applications, technology, and standards resulting from the ITS JPO research program. The contractor will provide assistance to the ITS program managers in their efforts to test or demonstrate limited deployment or field testing of their research products. Areas requiring competency include:

• Safety Technical Aspects

• Mobility Technical Aspects

• Environment Technical Aspects

• Policy and Foundational Aspects

• Testing and Demonstrations Technical Aspects

• Program Effectiveness Utilizing Technical Metrics

Examples of research evaluation technology assistance may include:

• Developing and providing subject specific briefings;

• Providing on-call program and technical assistance in coordination with DOT modal organizations, other DOT organizations and field offices, participating national and international governmental agencies, state and local agencies, and industry stakeholders (on site visits as appropriate);

• Monitoring local negotiations and providing assistance/recommendations as necessary to accelerate the implementation;

• Reviewing and commenting on proposed implementation plans from participating areas;

• Monitoring progress and providing status updates;

• Reviewing and commenting on technical aspects of contract submittals;

• Monitoring technical aspects of contractor performance and reporting to ITS JPO;

• Supporting the ITS JPO information repository to manage archived data and reports, and coordinating their use within DOT;

• Documenting experiences and lessons learned and working with the ITS JPO to share these;

• Support in communicating the purpose and benefits of the program in various venues.

1.2. Functional Competencies

Functional competencies involve the experience, knowledge, proficiency, and/or skill needed to perform a particular type of work activity (function). Functional competencies are related to expertise in a given function and are not necessarily tied to a given situation, i.e., they are competencies which are transferable to different situations.

1.2.1. Technical Project Management and Coordination

The contractor shall provide technical project management support and coordination to ITS JPO and ITS-sponsored research programs as needed. Working closely with the ITS JPO and USDOT Program Managers, the contractor shall assist with the following:

• Developing, reviewing, and analyzing technical project plans, technical project schedules, estimates, and other technical documentation;

• Providing program life cycle management and standards support;

• Reviewing contract and procurement documents and plans for technical adequacy;

• Developing and evaluating technical measures and processes to ensure efficient and effective delivery of programs and projects;

• Drafting technical project management presentations and reports;

• Collecting and contributing project management information to ITS tracking systems and information repositories;

• Attending project meetings, and preparing and distributing minutes;

• Controlling technical information exchange, coordinating technical project management input, and seeking consensus from project stakeholders;

• Other technical project management and general administrative support services, including graphic design/support.

1.2.2. Systems Engineering Support

The contractor shall provide systems engineering support to ITS JPO and ITS-sponsored research programs. Working closely with the ITS JPO and USDOT Program Managers, the contractor shall provide the following as needed:

• Systems definition, planning, analysis, and evaluation;

• Systems research evaluation, operational test, and deployment support;

• Systems life cycle costing and cost analysis;

• Develop IT and telecommunications security plans, security risk assessments, security requirements, and security architecture;

• Assistance with system architecture definition/development;

• Assistance with governance structure assessment/development;

• Traceability of systems solutions to technical requirements;

• Maintenance of systems engineering documentation;

• Modeling and simulation support;

• System security, reliability, resiliency, redundancy, and maintainability analysis;

• Evaluation of existing and emerging state-of-the-art technologies and their capabilities on a global basis;

• Technical literature/article identification, review, and synopsis.

1.2.3. Policy, Institutional Issues, Regulatory, and Legal Analysis

The contractor shall provide analysis on policy, institutional issues, regulatory, and legal analysis to ITS JPO and ITS-sponsored research programs. The contractor shall provide the following as needed:

• Legal and/or regulatory expertise, research, and analysis on ITS related technical issues in various areas including, but not limited to:

o Telecommunications o Intellectual property, data ownership, and privacy o The environment o Land use and siting issues regarding utilities (particularly communications) o Right-of-way acquisition, resource sharing, and permitting processes o Public utility siting challenges, regulations, and relationships with States and municipalities

• Policy research, analysis, and assessment of policy alternatives on issues associated with intelligent transportation systems technology including assessment of policy implications of technical decisions

• Support for intergovernmental relations including interfacing with elected and appointed government officials

• Assistance with development of policy recommendations and agendas

• Assistance with regulatory cost/benefit analysis

In addition to providing support in the areas above, the contractor must have technical understanding and relevant experience with:

• The regulatory process

• The effects of regulation on the market and market opportunities

• Statutory requirements, policy issues, and political environment with utilities

• Liability and innovative risk management and risk sharing concepts

• Public and private finance vehicles

NOTE:

1. Official legal advice to, and legal representation of, the Government of the United States, the Department of Transportation, and any modal administration of the Department of Transportation shall not be performed by the contractor or any subcontractor(s).

2. Support for intergovernmental relations shall be undertaken only in coordination with the FHWA Office of Policy and Governmental Affairs.

1.2.4. Business Planning and Financial Services

The contractor shall provide a broad range of business planning and financial services to ITS JPO and ITS-sponsored research programs. The contractor shall provide expertise in the following areas as needed:

• Business planning (particularly as it relates to technology, telecommunications, and traffic and transit data markets) including an understanding of such issues as business innovation, entry to markets, barriers and challenges, accounting, asset and spectrum valuation and depreciation, life cycle costing models, and revenue models

• Innovative business model development, including ability to assess value of assets, knowledge of how to determine value for forecasting of revenue streams, pricing of innovative technologies and transactions, pricing of data, knowledge of public commodity pricing and markets, and knowledge of synergistic partnerships that offer greater value through the dynamics of vertical and horizontal integration with partners

• Venture capital assessments / strategies (criteria)

• Various types of public-private partnerships, how they are structured and advantages/disadvantages, and the terminology/issues involved with each

• Revenue modeling and forecasting with respect to complex, multi-sector markets, with particular expertise in dotcom concepts and utility concepts

• Financing strategies, including but not limited to structuring partnerships and contract mechanisms, investment strategies, and trade-off analysis

• Fundraising through resource markets for major projects (such as infrastructure or construction) including capital, debt, and equity markets, bond markets, venture capital markets

• Liability and risk assessment, including risk management techniques

1.3. Situational Competencies

Situational competency includes experience working in or working with a specific industry, organization, program/project, or group. Examples of situational competencies might include experience in the automotive industry or experience working on the “SHRP” program.

1.3.1. Technology Transfer Technical Assistance and Coordination

This activity will collect, analyze, disseminate, and discuss information about ITS research projects to/with public and private organizations in order to foster their deployment. The experience needed to support this activity includes:

• Private Sector Experience

• State DOT Experience

• Federal and International Experience

The contractor will support the ITS Program Managers in:

• Determining what information/data needs to be transferred

• Developing technological content for technology transfer efforts

• Developing web metrics and measures of technology transfer success

The contractor will provide technical assistance to support ITS knowledge management, knowledge transfer, and technology transfer, as well as stakeholder coordination. The specific technical assistance and coordination activities will be identified as part of the initial assistance request and/or assessment. Particular focus will be on assistance with the following:

• Outreach Activities: The contractor will assist with outreach efforts and may be called upon to organize, facilitate, manage the logistics of, and/or participate in meetings with stakeholder organizations, including federal, state and local personnel. In addition to face to face meetings, other mechanisms may be used as appropriate to facilitate stakeholder involvement: video- or tele-conferences, webinars, e-mail distribution lists, information repository on-line coordination, etc. The contractor will assist in the technical planning, such as establishing the meeting agenda or determining the subject areas for the focus of the meetings.

• Information/Data Coordination Activities: The contractor will assist in collecting, summarizing, and disseminating technical information. Candidate technical information includes the types of data elements collected, their sources and locations; reported performance measures including: inputs, outputs, outcomes, and measures of value added (such as benefit-cost or multi-criteria indices); integration of data sources; integration with legacy systems; and information dissemination mechanisms being used (511, websites, etc). The contractor will work with ITS JPO to make these data available on the USDOT Web site. Although most information will be made publicly available, consideration will be given to having a limited-access portion accessible only to project personnel. This would facilitate timely exchange of interim data, draft reports, meeting notes, etc. among project personnel. The contractor will also prepare other sources of public information such as brochures, briefings, conference presentations, and briefings to stakeholder committees, and electronic or paper newsletters as appropriate. The contractor will also support collaboration and dissemination of information via social networking, including Web2.0/3.0 technologies.

• Stakeholder Coordination Activities: The contractor will assist with convening and planning meetings with various stakeholders including, but not limited to, firms in the automotive industry, automotive after-market providers, transportation associations, state DOTs, and other USDOT administrations (FHWA, FTA, NHTSA, FMCSA, etc.). Stakeholder coordination includes providing assistance with arranging for & scheduling meetings, arranging travel plans for getting stakeholders to meetings, developing meeting agendas and presentations, packaging presentations and supporting material, monitoring stakeholder interaction, and documenting and distributing meeting notes.

• Technical Support Activities: The contractor will assure that all appropriate technical information is coordinated with the ITS JPO. The contractor will work with the ITS JPO or other designated DOT organizations to organize this activity by developing mechanisms for acquiring, storing, and disseminating such data;

establish common data formats; assist with quality assurance; and spot check the data to ensure that it is accessible, complete, and in the proper format. The contractor will provide recommendations on data harmonization, such as identifying opportunities to use ITS standards, as appropriate. Upon request, the contractor will provide summaries of data sets. The contractor will provide on-call technical assistance, as necessary, in such areas as establishing system acceptance criteria, witnessing acceptance tests, and/or reviewing test results. To this end, site visits will be conducted as appropriate. Lessons learned from other participating areas will be shared with areas having later implementations.

• Technical Oversight Activities: The contractor will review technical aspects of project status and progress in the participating areas. As appropriate, the contractor will review contractor activities such as software verification. Upon request from the Task Manager or COTR, the contractor will participate in and provide oversight of acceptance testing activities.