Amendment 1 signed.pdf

1U.S. Department of Transportation

Today’s Agenda

9:00 – 9:15 am Opening Remarks 9:15-12:00 pm Pilot Test Conductor RFP Break 1:00-2:30 pm Aftermarket Safety Devices RFA Break 3:00-4:30 pm Road Side Equipment RFQ

Safety Pilot Test Conductor Solicitation

ITS Joint Bidders Conference February 22, 2011 Washington, DC

3U.S. Department of Transportation

Safety Pilot Test Conduct Solicitation

Background Model Deployment Objectives Solicitation Scope Break Delineation of Work Other contractual elements Contact Information Q & A

4U.S. Department of Transportation

Po lic y Te ch no lo gy

Ap pl ic at io ns

Harmonization of International Standards & Architecture Human Factors Systems Engineering Certification Test Environments

Safety

V2V V2I Safety Pilot

Mobility

Real Time Data Capture &

Management

Dynamic Mobility

Applications

Environment

AERIS

Road

Weather Applications

Deployment Scenarios Financing & Investment Models Operations & Governance Institutional Issues

ITS Research Program Components

5U.S. Department of Transportation

Step One – Accelerate V to V Safety Develop a Core Set of Applications Conduct Benefits Assessment Develop Driver Vehicle Interface

Guidelines Define Globally Harmonized

Standards Assess Security Issues Accelerate V to V DSRC Devices

□ Basic Safety Message Broadcast

Devices (Here I am)

□ Aftermarket Safety Devices Prepare for 2013 NHTSA Agency decision for light vehicles and 2014 decision for heavy vehicles

Human Factors

6U.S. Department of Transportation

Step Two - Demonstrate Safety

Safety Pilot

• Major road test and real world implementation taking place 2011 – 2013 involving:

• Multiple vehicle types

• Fully integrated systems and aftermarket devices

• Also to test

• Prototype security mechanisms

• Certification processes

7U.S. Department of Transportation

Safety Pilot continued

• Goals

• Support real world V2V and V2I applications with a data rich environment

• Establish benefits data in support of NHTSA 2013 Agency Decision on V2V Communications with Real World Field Data

• Create Public Awareness & Determine User Acceptance

• Outcomes

• Benefits and user acceptance data for supporting future federal actions

• Archived road network data for supporting mobility, environmental, and other industry research

• Multiple supplier sources for devices and infrastructure (Qualified product Lists for Here I am, Roadside Equipment and Aftermarket Safety)

• Better understanding of the operational policy issues associated with the deployment of V2V and V2I

8U.S. Department of Transportation

Safety Program Activities Provide Cross-cutting Support

Real Time Data Capture &

Management (database; non-real time)

Live Operating Environment Open to Industry

DSRC –based technologies

V2V

Infrastructure Communications

Dynamic Mobility

Applications

Road Network Data

AERIS

Dynamic Mobility Applications

AERIS (environment)

Safety

V2I

Safety Pilot

(Signal Phase and Timing, Positioning, Mapping, Communications)

AERIS, Road Weather

(“Here I Am” and Signal Phase and Timing)

Industry Research

Dynamic Mobility

Safety (crash prevention)

V2 I

(Data security, scalability, data sets, etc.)

9U.S. Department of Transportation

Step Three – Define the System and Establish a Testing Environment

User Needs

Concept of Operation

System Requirements

System Architecture

Aug./Sept. 2010 Oct. to Dec. 2010 Jan. to March 2011 Summer 2011

“In the street – running Jan 2011”

CA

Testbed

FL

Testbed

NY

Testbed

FHWA

Turner Fairbank Testbed

10U.S. Department of Transportation

Step Four - Build V to I Safety, Mobility, and AERIS Data Environments and Applications

V to I for Safety – Accelerate Signal Phase and Timing (SPAT) Based Applications, Smart Roadside, and Transit Prototype the Data Environment of the Future – All Vehicles as Probes and Open Data Prototype, Field Test and

Analyze Mobility Applications

□ Use Open Source Software

Approach to accelerate deployment

Define and Test AERIS Applications

Signal Systems Transit Management Freight R.E.S.C.U.E.M.E

ATIS

Speed Harmonization

11U.S. Department of Transportation

Step Five – Build a Reference Implementation

Reflect the System Architecture Utilize Harmonized International Standards Implement a Certification Process Implement a Governance Process Implement a Security Process

12U.S. Department of Transportation

Step Six - Conduct Regional Pilots

Multiple Implementation Areas Opportunity to Pilot a variety of applications per area’s need (Sites choose from a suite of field tested applications) Seeds Implementation Uses Lessons Learned from Safety Pilot Builds on a Stakeholder Defined Architecture Accelerates DSRC for Safety Leverages Available Wireless Communications for

Mobility and Environment Applications Leverages Private Sector Investments Occurring Now

13U.S. Department of Transportation

EN

V.

TE

C

H

FOUNDATIONAL

ANALYSIS

PROGRAM

AREA

Major Milestones

Safety V2I

Safety V2V

AERIS

Data Capture

Dynamic Mobility

Apps.

Safety Pilot

Testbed

RESEARCH, DEVELOPMENT

& TESTING

PILOT

IMPLEMENTATIONS

Sys. Eng.

Security

Standards

7/09 7/11 7/13 7/151/11

V2V NHTSA Agency Decision

Mobility and Environment

Workshop Mobility Benefits

Testbed Launch

Upgraded Testbed Launch

Revised Architecture

Released

V2I Apps Defined

Regional Pilots

High-Priority AERIS Applications Selected

Safety Workshop

AERIS

Benefit

Safety Pilot

Safety Benefits Assessment Completed

High-Priority Mobility Apps Announced

Qualified Product Lists (QPLs)

M O

BI

LI

TY

SA

FE

TY

B

B

B

V to V Apps

Data Environments

Apps Develop

Initial Aftermarket V to I Apps

P ol ic y Certification

Governance Prototype Certification Process

Prototype Governance Structure

Prototype Security Process

14U.S. Department of Transportation

Safety Pilot Program: Background

Safety Pilot Model Deployment of V2V and V2I Safety Applications—Five Major Stages:

□ Device Development

□ Driver Clinics

□ Pre-Model Deployment Testing

□ Model Deployment

□ Post-Model Deployment Evaluation

ITS Safety Pilot Program Roadmap

CY 2010 CY 2011 CY 2012

Q1

Independent Evaluation of Testing Activities

CY 2013

Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

NHTSA Agency Decision (LV)

Pre-Model Deployment

LV Driver Clinics

V eh ic le

B ui ld s

D ri ve r C lin ic s Re al W or ld

Te st in g Ev al ua ti on

Be ne fit s

V2V Benefits Assessment

Integrated LV Builds

Model Deployment

HIA Device

TV Driver Clinics

Integrated HV Builds HV Driver Clinics

Device QPL

A/M Safety Device - LV Device QPL

Roadside Equipment

RSE QPL

World Congress

Retrofit Safety Device - TV

D ev ic e

D ev el op m en t an d Q ua lif ic at io n

Li st s

Device QPL

Safety Pilot DVI Criteria Legend:

LV – Light Vehicle HV – Heavy Vehicle TV – Transit Vehicle HIA – “Here I Am” A/M - Aftermarket QPL – Qualified Product List RSE – Roadside Equipment V2V – Vehicle-to-Vehicle

Controller interface defined

HV Retrofit Safety Device -

Issue RFP

Issue RFP

Issue RFP

Issue RFP

Issue RFP

NHTSA Agency Decision (HV) 2014

Post-Model Deployment

16U.S. Department of Transportation

Safety Pilot Model Deployment Test Conductor Solicitation

Test Conductor role is to:

□ Establish the test site (vehicles, infrastructure, security, interoperability, etc.)

□ Perform as the test conductor and facilitator for the pre-model deployment and model deployment phases of the Safety Pilot Program, and

□ Develop and operate the Showcase activities

□ Provide data and support post model deployment surveys and focus groups

Note: this contract requires extensive coordination with other Safety Pilot program contractors

17U.S. Department of Transportation

Coordination with Other Organizations is Critical!

Crash Avoidance Metrics Partnership (CAMP) Heavy Vehicle Contractor (to-be-selected) Transit Vehicle Contractor (to-be-selected) Suppliers of HIA devices (Multiple Providers) Suppliers of Aftermarket Safety Devices (to-be-selected) Suppliers of RSE devices (to-be-selected) The Independent Evaluator (Volpe Center) Test Bed Contractor (SAIC) USDOT staff and support contractors

…along with team partners and subcontractors.

18U.S. Department of Transportation

Major Objectives of Model Deployment

1. Demonstrate V2V and V2I safety-related applications in a real-world environment using multiple vehicles (minimum: light & heavy vehicles and buses)

2. Collect data to project potential safety benefits of V2V applications

3. Assess options for accelerating the safety benefits through the use of HIA, aftermarket, and retrofit safety devices

4. Evaluate the scalability, security, and interoperability of devices using DSRC 5.9 GHz technology

19U.S. Department of Transportation

Objectives (continued)

5. Test the use of Signal Phase and Timing (SPaT) messages in the V2I safety-related applications

6. Provide industry access to HIA and SPaT messaging in a live operation environment, for use by additional applications

7. Collect and store data (e.g., HIA messages, vehicle-based sensor data, SPaT messages) for later use by other researchers, including universities and private industry

20U.S. Department of Transportation

Device Types

Device Types are:

HIA Devices (all vehicle types)

□ Limited in capability, these devices only broadcast and do not receive messages

□ Broadcast a single type of message in the form of the Basic Safety Message (BSM) (SAE standard J2735, Dedicated Short Range Communications (DSRC) Message Set Dictionary)

□ Does not have a working human-machine interface (HMI)

Aftermarket Safety Device (light vehicles)

□ A device safely installed in the vehicle such that it does not distract the driver, cannot void the vehicle’s warranty, or cause harmful effects to the vehicle

□ The device provides working safety applications (continued)

21U.S. Department of Transportation

Aftermarket Safety Device (continued)

□ Has a working Human Machine Interface (HMI)

□ Broadcasts and receives safety messages

□ Can process the content of received messages to provide warnings and/or alerts to the driver of the vehicle in which installed

Retrofit Safety Device (kit) (truck and transit vehicles)

□ A device (kit) installed in vehicles after the manufacturing process by reps of the OEM or authorized service provider (retrofit)

□ Connects to proprietary data ports

□ Can provide highly accurate information from in-vehicle sensors

□ The retrofit device has a working HMI

□ Broadcasts and receives SAE J2735 messages, and

□ Can process messages received to provide warnings and/or alerts to the driver of the vehicle in which installed

22U.S. Department of Transportation

Integrated (safety) Device

□ A device inserted into vehicles during vehicle production at an OEM’s factory

□ Connect to proprietary data ports

□ Can provide highly accurate information from in-vehicle sensors

□ Has a working HMI

□ Broadcasts and receives SAE J2735 messages

□ Can process the content of received messages to provide warnings and/or alerts to the driver of the vehicle in which installed

Note: only one type of device shall be inserted into any vehicle

23U.S. Department of Transportation

Pre-Model Deployment and Testing Stage

Purpose:

To ensure that all of the hardware and software components needed for Model Deployment are:

□ Installed properly

□ Operate according to their design specifications, and

□ Interoperate effectively

Three major phases:

1. Planning (for both remaining Safety Pilot stages)

2. Preparation and Installation of Required Components

3. Execution of the Pre-Model Deployment tests

24U.S. Department of Transportation

1. Planning During the planning phase, the Test Conductor shall prepare:

□ Updated Model Deployment Site Plan (initially submitted with the Offeror’s proposal) to reflect the planned locations for physical components

□ Safety/Threat Plan (in accordance with ISO 26262)

□ Experiment Plan (in conjunction with Independent Evaluator)

□ Logistics Plan (identifies how the logistical support will be provided)

□ System Interoperability Test Plan (to address the actual tests that the

Test Conductor intends to execute during the Pre-Model Deployment Test)

□ Driver Training Plan (to address how the all of the volunteer drivers will be trained and the preparation of the training material)

□ Obtain the required approvals from appropriate Institutional Review Board for the use of human subjects in an experiment

25U.S. Department of Transportation

2. Preparation & Installation of Required Components During this phase, the Test Conductor shall:

□ Acquire or develop all of the hardware and software components needed for the Model Deployment,

□ Install the components in the appropriate locations

□ Recruit all drivers participating in the Safety Pilot

USDOT will provide to the Test Conductor as GFE:

□ Sixty integrated light vehicles (eight of these will be provided in time for use in the Pre-Model Deployment Tests)

□ Two-to-Three integrated heavy vehicles for use in the Model

Deployment (one, if available, for use in the Pre-Model Deployment Tests)

□ Three retrofit device transit vehicles for use in Model Deployment

26U.S. Department of Transportation

2. Preparation & Installation of Required Components For the Model Deployment, the Test Conductor shall:

□ Recruit 2,500-3,000 volunteer drivers of light vehicles (recruitment over 3,000 volunteers will not be subsidized by USDOT)

▪ The preference is to recruit a combination of operators of light vehicle fleets and drivers who volunteer to drive their personal vehicles

▪ The Test Conductor shall train the drivers

□ For the Model Deployment, CAMP will select 128 drivers from the identified pool

□ Arrange with one or more local truck fleet companies, the use of at least 58 medium and/or heavy duty vehicles

▪ The preference is medium/heavy vehicles from fleets covering various vehicle configurations (e.g., class 8 tractor-trailers, class 8 straight trucks, various medium-duty configurations)

▪ Note: an additional 2-3 heavy vehicles will be supplied by USDOT as integrated heavy vehicles.

27U.S. Department of Transportation

2. Preparation & Installation of Required Components For the Model Deployment, the Test Conductor shall

(continued):

□ Arrange with one or more transit agencies to provide at least 10 transit vehicles to be equipped with HIA devices

□ Equip each integrated light and heavy duty vehicle and each retrofitted heavy and transit vehicle with a data acquisition system

□ Provide 125 light vehicles: 110 with HIA devices, 15 with aftermarket safety devices; CAMP will provide 8 integrated vehicles

□ Arrange with at least one local traffic agency to upgrade or install 12 traffic signal controllers capable of transmitting SPaT data to an RSE,

□ Install 2 RSEs at each of 3 Curve Over-Speed locations; and 1 RSE at 5

Actuated Traffic Signal Controller

28U.S. Department of Transportation

3. Execution of the Pre-Model Deployment Test The Test Conductor shall conduct all of the interoperability tests defined in the System Interoperability Test Plan, after:

□ Installation of the infrastructure components

□ Availability of the requisite number and types of vehicles, with trained drivers The Test Conductor shall analyze the results of these tests and determine whether any recommendations for modifications or enhancements to any hardware or software components are required before beginning the Model Deployment stage Based on current interoperability activities by CAMP, additional modifications may be required for devices and infrastructure With the approval of the COTR, Model Deployment Stage begins

29U.S. Department of Transportation

Model Deployment Stage

The Model Deployment stage shall exhibit operational capability and is not intended to be an engineering field test Some of the safety applications that will run on the vehicle fleet during this stage will be prototype applications All of the safety applications operating on integrated light vehicles are considered to be pre-production safety applications

30U.S. Department of Transportation

The Model Deployment stage will begin when:

The entire vehicle fleet is equipped and ready, All necessary drivers are trained, All of the infrastructure elements of the Model

Deployment are in place (including the data storage system(s) needed to accumulate the necessary data), and The USDOT authorizes its onset

□ A jointly developed model deployment start checklist will be established

31U.S. Department of Transportation

Once underway, the Test Conductor shall ensure that:

All elements are maintained and refreshed (upgraded) as necessary, Data are downloaded from vehicle and other equipment logs, Data are stored and subjected to the appropriate quality controls, The quality-controlled data are delivered to the

Independent Evaluator and to designated Real-Time Data Capture and Management representatives at the Turner-Fairbank Highway Research Center

32U.S. Department of Transportation

Post-Model Deployment Stage

At the completion of the Model Deployment, the Test Conductor shall:

Decommission (remove) all equipment installed in all light vehicles volunteered for the Model Deployment and in all heavy and transit vehicles provided by local organizations (public or private) for use in the Model Deployment Dispose of the equipment used in the Model

Deployment as directed by the USDOT

33U.S. Department of Transportation

Post-Model Deployment Stage

At the completion of the Model Deployment, the Test Conductor shall:

Prepare its final report on the Model Deployment stage, listing the lessons learned and recommendations for:

□ Enhancements or modifications to the RSE devices and certificate and security management systems

□ Enhancements or modifications to the descriptions and requirements for applications

□ Additions or modifications to standards

Conduct focus groups and administer questionnaires to drivers using vehicles equipped with aftermarket safety devices

34U.S. Department of Transportation

Delineation of Work

Task Area 1 – Program Management Extends over the entire period of performance Test Conductor shall prepare:

□ Program Management Plan (PMP) that describes all of the activities required to perform work described in tasks 2 through 8

□ A detailed Master Project Schedule containing a work breakdown structure (WBS) to three levels

□ Property Management Plan (as an appendix)

□ Configuration Management Plan (as an appendix)

□ Risk Management Plan (as an appendix)

□ System Interoperability Test Plan

□ Monthly Progress Reports

35U.S. Department of Transportation

Task Area 2 – Safety Pilot Planning Subtask 2.1, Finalize Model Deployment Site Plan Subtask 2.2, Finalize Security Management Operating

Concept Subtask 2.3, Develop Safety/Threat Plan and

Experiment Plan Subtask 2.4, Address other Applications Subtask 2.5, Obtain Human Use Approval for Pre-Model

Deployment and Model Deployment Subtask 2.6, Develop Driver Training Materials Subtask 2.7, Coordinate Logistic Support for Pre-Model

Deployment and Model Deployment

36U.S. Department of Transportation

Task Area 3 – Coordination and Preparation of Vehicle Fleets and Drivers Subtask 3.1, Coordinate Integrated Vehicle Fleet Subtask 3.2, Recruit Drivers of Safety Pilot Test

Vehicles Subtask 3.3, Prepare HIA Device Vehicle Fleet Subtask 3.4, Prepare Aftermarket Safety Device Vehicle

Fleet

37U.S. Department of Transportation

Task Area 3 – Coordination and Preparation of Vehicle Fleets and Drivers Subtask 3.5, Train Vehicle Drivers

□ Subtask 3.5.1, Train Pre-Model Deployment Volunteer Drivers

□ Subtask 3.5.2, Train Model Deployment Volunteer Drivers

Subtask 3.6, Incorporate Integrated Heavy Vehicles and Retrofit Kits Subtask 3.7, Incorporate Retrofit Device Transit Vehicles

38U.S. Department of Transportation

Task Area 4 – Infrastructure Preparation Subtask 4.1, Purchase and Install Roadside Equipment Subtask 4.2, Implement Local Certificate Distribution

System

39U.S. Department of Transportation

Task Area 5 – Pre-Model Deployment Testing Subtask 5.1, Conduct Pre-Model Deployment Tests Subtask 5.2, Recommend Modifications to Safety Pilot

Elements Subtask 5.3, Refresh Devices, Vehicles, and

Infrastructure

40U.S. Department of Transportation

Task Area 6 – Model Deployment Subtask 6.1, Maintain Devices, Vehicles, and

Infrastructure Subtask 6.2, Introduce Other Applications Subtask 6.3, Collect, Store, Process, and Transfer Data

41U.S. Department of Transportation

Task Area 7 – Model Deployment Closeout Subtask 7.1, Post-Safety Pilot Surveys and Focus

Groups Subtask 7.2, Report on Safety Pilot Methodology and

Experience Subtask 7.3, Decommission Model Deployment

Equipment

42U.S. Department of Transportation

Task Area 8 – Outreach and Showcase The Test Conductor shall:

□ Have a presence at the ITS World Congress 2011

□ Coordinate with the various organizations demonstrating products and programs

□ Present the program, plans, and operations concept

□ Have a graphical representation of the model deployment geographical area

□ Have a presence at all ITS America Annual Meetings for the duration of the contract period of performance

□ Develop and implement an outreach plan

□ Prepare a detailed showcase plan

43U.S. Department of Transportation

Period of Performance

Pre-Model Deployment Testing – 12 months

□ Preparation for System Interoperability (~7 months)

□ Execution of System Interoperability Tests (~3 months)

□ Development of Recommendations for Enhancements and

Modifications to Safety Pilot Elements (~2 months)

Model Deployment– 10-12 months

Post Model Deployment Activities – 6 months

44U.S. Department of Transportation

Fee & Cost Share Profit/Fee: Since there is a cost-share requirement, in accordance with FAR 16.303, Offerors shall not propose any profit or fee.

Cost Share:

Offerors are required to provide a cost share of at least 20 percent.

Items being proposed for cost share are subject to approval by USDOT. Guidance regarding Subtasks 2.4 and 6.2 :

□ Subtask 2.4: The USDOT will consider, as cost share, costs associated with demonstrating applications to interested parties. Such cost may include the costs of any equipment (including RSEs) and/or vehicles needed to demonstrate the Offeror’s applications as part of the Showcase (see Task 8).

b. Subtask 6.2:

□ i. If the Test Conductor is supplying vehicles as part of this task, the cost of those vehicles (but not the cost of developing the applications nor the cost of devices within the vehicle on which the applications run) can be considered cost share for this contract.

□ ii. For the Test Conductor’s own “other” applications, the cost of equipment acquisition and installation can be considered cost share for this contract.

Cost share is not limited to Subtasks 2.4 and 6.2.

Cost share may include labor (including driver’s time), fringe benefits, indirect costs, overhead, other direct costs, travel, equipment, materials, and services provided by the prime contractor, subcontractors, or consultants, that are not being funded by another federal source (unless authorized by statute). All cost share is subject to USDOT approval.

45U.S. Department of Transportation

Award Procedure This contract will be awarded using a two phase selection procedure.

Phase I In this phase the Government will evaluate an Offeror’s capabilities based on the written proposal, using the criteria listed in section M of this RFP.

Based on this evaluation, the Government intends establish a competitive range of capable Offerors.

Phase II Offerors that are included in the competitive range will be invited to conduct a site visit for USDOT representatives. The specifics of the site visit are described later in Section L. At the conclusion of the site visit, the Government may discuss with Offerors any technical or cost/business issues.

46U.S. Department of Transportation

Evaluation Factors

Factors are listed in descending order of importance:

□ Technical Approach

□ Management and Staffing Approach

□ Experience and Corporate Capabilities

Cost

□ Evaluated for reasonableness, appropriateness, and acceptability

□ Cost will not be ranked/scored

□ Cost will be considered in establishing the competitive range

Past Performance

□ Past Performance will not be ranked/scored

□ Past performance will be considered in establishing the competitive range

47U.S. Department of Transportation

Contact Information

Contact Information:

□Contracting Officer, Daniel Confer – 202-366-0730, Daniel.Confer@dot.gov mailto:Daniel.Confer@dot.gov�