RFP- DTFH61-12-R-00031 - Amendment 1.pdf

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 33 (Rev. 9-97) Previous edition is unusable Prescribed by GSA – FAR (48 CFR) 53.214(c)

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

PAS (15 CFR 700)

RATING

PAGE OF PAGES

1 82

2. CONTRACT NUMBER

3. SOLICITATION NUMBER

DTFH61-12-R-00031

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

5. DATE ISSUED

07/17/2012

6. REQUISITION/PURCHASE NO.

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 Avenue, SE, Mail Stop: E65-101 Washington, DC 20590

See Block 7

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

SOLICITATION

9. Sealed offers in 1 original hard copy and 1 electronic copy for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the depository located in E65-101 until 2:30PM EST local time August 17, 2012.

The electronic copy shall be emailed to Tabitha.Lorthridge@dot.gov.

CAUTION LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. L.8, 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

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

INFORMATION

CONTACT:

Tabitha Lorthridge Aimee Drewry

AREA CODE

NUMBER

366-5022 366-4211

EXT.

Tabitha.Lorthridge@dot.gov

Aimee.Drewry@dot.gov

11. TABLE OF CONTENTS

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

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

x A SOLICITATION/CONTRACT FORM 1 x I CONTRACT CLAUSES 40 x B SUPPLIES OR SERVICES AND PRICE/COST 2 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

x C DESCRIPTION/SPECS./WORK STATEMENT 2 x J LIST OF ATTACHMENTS 48 x D PACKAGING AND MARKING 16 PART IV - REPRESENTATIONS AND INSTRUCTIONS x E INSPECTION AND ACCEPTANCE 16 x K REPRESENTATIONS, CERTIFICATIONS 49 x F DELIVERIES OR PERFORMANCE 17 AND OTHER STATEMENTS OF OFFERORS x G CONTRACT ADMINISTRATION DATA 18 x L INSTRS., CONDS., AND NOTICES TO OFFERORS 57 x H SPECIAL CONTRACT REQUIREMENTS 26 x M EVALUATION FACTORS FOR AWARD 75

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 AMENDMENT NO. DATE AMENDMENT NO. DATE

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

15A. NAME CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN

AND ADDRESS OF OFFER (Type or print)

OFFEROR

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE 17. SIGNATURE 18. OFFER DATE

AREA CODE

NUMBER

EXT.

ADDRESS IS DIFFERENT FROM ABOVE -

ENTER SUCH ADDRESS IN SCHEDULE.

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:

10 U.S.C. 2304© ( ) 41 U.S.C. 253©( )

23. SUBMIT INVOICES TO ADDRESS SHOWN IN (4

copies unless otherwise specified)

ITEM

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

(Signature of Contracting Officer)

28. AWARD DATE

IMPORTANT—Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Request for Proposal (RFP)

PART I

SECTION B - SUPPLIES OR SERVICES AND PRICES/COSTS

The contractor shall furnish all necessary facilities, materials, and personnel, and shall perform all technical, non-personal services necessary to provide technical and program support to the Federal Highway Administration’s (FHWA) Office of Policy. The Federal Highway Administration (FHWA) intends to award multiple Indefinite Delivery, Indefinite Quantity (IDIQ) contracts under which Firm Fixed Price and Cost Plus-Fixed Fee Task Orders will be issued.

The minimum funding guarantee for the contract is $40,000. The maximum potential value for the performance of this IDIQ contract is $______________________over the 5-year period.

All work performed will be done through the issuance of task orders. Each task order will be individually funded.

All travel performed will be reimbursed at cost in accordance with the travel and per diem clause found in Section G. Unless otherwise approved in writing by the Contracting Officer (CO), the unloaded cost of travel and per diem shall not exceed $______________ per year. This amount is included in the total potential value of the contract, as stated in above.

SECTION C - DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1 BACKGROUND

The FHWA’s mission is to improve mobility of our Nation’s highways through national leadership, innovation, and program delivery. The Office of Policy develops and implements research programs and tools to help answer sophisticated policy questions that can be multifaceted and contentious in nature as well as provide a broad range of policy support functions. This particular contract will assist the Office of Policy to advance their goals and the FHWA mission through: Developing and refining tools and information needed for FHWA to formulate policy positions in areas related to procurement and revenue mechanisms, public-private partnership, and innovative finance; Developing and refining tools and information needed to analyze current and emerging issues relating to a broad range of transportation issues to assist FHWA in formulating policy positions; Developing new tools and refining existing tools for quantitative assessment of highway investment; Enhancing the agency’s strategic plan and performance management process; Developing and refining data systems and application tools supporting a broad range of transportation data and analysis; Designing household travel surveys; Analyzing intergovernmental policy issues and investigating broader issues that impact future policy decisions; and Undertaking studies relating to international transportation innovations.

C.2 SCOPE OF WORK

This contract provides for technical and program support for a number of activities that will assist the FHWA in coordination and management of its policy research program. Activities may include, but are not limited to: developing information on infrastructure projects that utilize innovative finance, procurement, and revenue mechanisms; developing evaluation tools and guidance relating to public private partnerships; analyzing emerging transportation policy issues;

assessing rural programs, urban developing patterns, socio-economic and demographic groups, transportation corridors and regional systems; forecasting passenger and freight travel; analyzing the policy implications of topics such as air quality, alternative fuels, fleet efficiency changes, environmental sustainability, and livability; analyzing current and alternative revenue sources and tax structures; enhancing revenue forecasting tools; refining highway cost allocation models;

analyzing implications of changes to truck size and weight limits; developing tools for analyzing the economic impacts of highway investment; updating estimates of highway capital stock and typical highway capital improvement costs; enhancing cost indices; assessing the impact of institutional/regulatory requirements; analyzing highway and bridge investment/performance relationships; assessing the impact of system performance on systems users; enhancing pavement performance models; estimating the impacts of highway improvements on vehicle emissions;

designing alternative frameworks for strategic planning and performance management;

developing, validation and reporting of performance measures; developing and adapting analytical tools to assist States in performance target setting; improve methods for collecting, analyzing, and disseminating data relating to traffic flow, system conditions, operational performance, highway finance, fuel consumption, vehicle registration, and licensed drivers;

integrating passenger and freight travel data and modeling; designing, implementing and conducting household travel surveys; analyzing intergovernmental policy issues pertaining to the relationships among the Federal government, States, cities, and Indian tribal governments;

interpreting and summarizing legislative proposals; and providing analytical and programmatic support for the international transfer of transportation innovations and marketing of U.S.

innovations abroad.

In the course of supporting the above activities, the Contractor may analyze technical and programmatic issues and provide advice and recommendations to the Government. The Contractor may be required to purchase certain materials and equipment, organize and conduct seminars and workshops, develop training courses and assist in developing and providing instrumental materials, and conduct interviews with private industry. The Contractor may also be required to develop and apply simulation modeling and other mathematical and statistical analysis techniques. All decision-making and program management authority, however, will remain with the Government.

C.3 CONTRACT OBJECTIVES

This indefinite delivery, indefinite quantity task-order contract is intended to give the FHWA and its U.S. Department of Transportation partners the flexibility to address a number of issue areas through the issuance of task orders throughout the life of the contract. The contract holders will be expected to provide a series of services as needed with a variety of transportation and other expertise brought to bear.

The objectives of this contract are to provide readily available support:

(1) To develop and refine the tools and information needed to formulate the FHWA’s policy positions in areas relating to procurement and revenue mechanisms, public-private partnerships, innovative finance and other aspects of project development.

(2) To develop and refine the tools and information needed to analyze current and emerging issues relating to transportation revenue and finance, demographic and social trends, environmental and energy issues, livability, the performance of intermodal systems, travel demand, highway cost allocation, truck size and weight, and to assist the FHWA in formulating policy positions in these areas.

(3) To develop new tools and refine existing tools for quantitatively assessing the relationships among current and future highway investment, transportation system performance, and the economy.

(4) To enhance the agency’s strategic planning and performance management processes and products through the development of analytical tools, procedures and reports.

(5) To develop and refine data systems and application tools to support the monitoring, analysis, and evaluation of system characteristics, pavement conditions, operational performance, highway finance, fuel consumption, vehicle registrations, and licensed drivers, as well as the modeling of future demand.

(6) To design and implement large scale national and regional household travel surveys.

(7) To analyze intergovernmental policy issues relating to the relationships among the

Federal government, States, cities, and Indian tribal governments, and to investigate broader issues that may impact future policy decisions, budgetary processes, and legislative recommendations.

(8) To undertake studies relating to the international transfer of transportation innovations and practices and to facilitate international technical collaboration.

C.4 DELINEATION OF CONTRACTOR TASKS

Specific work to be performed will be set forth under individual Task Orders. However, Task Orders will consist of work in the following areas:

TASK AREA A -- SUPPORT FOR POLICY ANALYSIS OF INNOVATIVE FINANCE,

PROCUREMENT AND REVENUE MECHANISMS, INCLUDING PUBLIC PRIVATE

PARTNERSHIPS FOR PROJECT DEVELOPMENT.

Under the overall management of the Government, provide policy analysis, evaluation tools, and program assistance to FHWA staff as needed in administrative and technical matters relating to building the professional capacity of staff at State Departments of Transportation and other agencies to consider, understand, and use innovative finance, procurement and revenue mechanisms, including public-private partnerships (“P3s”), for highway and multi-modal surface transportation projects. Specific activities include, but are not limited to:

(1) Develop and maintain information on surface transportation infrastructure projects that utilize (or have the potential to utilize) innovative finance, procurement, and revenue mechanisms.

(2) Develop and maintain information on the adoption and deployment of innovative strategies among State and local governments for advancing projects, such as enabling legislation and institutional processes and structures.

(3) Assist with the development, revision and maintenance of the FHWA Internet web site sponsored by the Office of Innovative Program Delivery.

(4) Conduct research on the use and potential use of innovative strategies for financing and delivering surface transportation infrastructure improvements.

(5) Develop training courses, and assist in developing and providing instructional materials, relating to innovative finance, procurement and revenue mechanisms, including P3s, for highway and multi-modal surface transportation projects. The training courses could be delivered in person and/or via remote technologies (e.g., video conference or webinar) to audiences both internal to FHWA and external to stakeholders.

(6) Develop and/or revise outreach materials relating to innovative finance, procurement and revenue mechanisms, including P3s, for highway and multi-modal surface transportation projects. Materials may include (but are not limited to) slide presentations, speeches, brochures, exhibition displays, news articles, and public reports.

(7) Develop and/or revise P3 evaluation tools – i.e., intellectual guides for evaluating the costs, benefits and risks of P3s – for State and local governments, and instructional materials to support their use.

(8) Develop and/or revise P3 practitioner resources – e.g., template transaction agreements, sample legislation, and white papers on topics including (but not limited to) legal frameworks, organizational resources, revenue opportunities, financial market access, Federal stewardship requirements, life-cycle maintenance, and long-term public oversight – for use by State and local governments.

(9) Provide program support as needed to assist State and local governments to consider and evaluate innovative finance, procurement and revenue mechanisms, including P3s, for highway and multi-modal surface transportation projects.

(10) Provide program support as needed to review and/or revise FHWA regulation, guidance and policy relating to innovative finance, procurement and revenue mechanisms, including P3s, for highway and multi-modal surface transportation projects.

(11) Provide program support for the FHWA stewardship and oversight of innovative finance programs including (but not limited to): Grant Anticipation Revenue Vehicles (GARVEEs), State Infrastructure Banks (SIBs), and Section 129 loans.

(12) Provide program support for the FHWA stewardship and oversight of programs authorizing experimental processes, such as Test and Evaluation Program Number 45 (TE-045) and Special Experimental Program Number 15 (SEP-15).

(13) Conduct research and analysis on issues regarding US capital market access for highway and multi-modal surface transportation projects. Research topics would encompass areas of importance to the TIFIA credit program, including but not limited to the municipal tax-exempt bond market, commercial lending institutions, and private equity investors.

(14) Conduct research and analysis on the potential impacts of legislative proposals addressing the US capital markets and innovative finance, procurement and revenue mechanisms, including P3s, for highway and multi-modal surface transportation projects. Research topics may include (but are not limited to) proposals for a Federal infrastructure bank, State infrastructure banks, and Federal tolling authority.

(15) Provide program support for the FHWA stewardship and oversights of Federal-aid projects designated by Congress as Major Projects (currently projects with estimated costs greater than $500 million). Specific stewardship and oversight responsibilities include the review of cost estimates, project management plans, and financial plans.

(16) Organize and conduct seminars, expert roundtables, peer exchanges, capacity building sessions and workshops on emerging issues relating to innovative finance, procurement, and revenue mechanisms, including P3s, for highway and multi-modal surface transportation projects.

TASK AREA B -- SUPPORT FOR POLICY ANALYSIS OF REVENUE AND FINANCE

ALTERNATIVES, TRANSPORTATION SYSTEM CONDITIONS, DEMOGRAPHICS

AND TRAVEL, AND FUTURE POLICY DIRECTIONS

Under the overall management of the FHWA, provide economic, policy and data analysis, policy and program evaluation, engineering, and systems design assistance to FHWA staff as needed in administrative and technical matters relating to the analysis of current and emerging issues relating to transportation funding, demographic and social trends, intermodal systems and performance, travel demand and distribution, highway cost allocation, and truck size & weight.

Specific activities include, but are not limited to:

(1) Provide expert technical assistance on emerging transportation policy issues that may affect transportation programs and policies, and analyze these issues under varying policy, demographic, technological and economic scenarios.

(2) Conduct research in transportation system condition and supply and travel demand including areas such as rural programs, urban development patterns, socio-economic and demographic groups, transportation corridors, and regional systems including scenario development, forecasting, trend analysis, performance metrics, and policy evaluations.

(3) Examine mobility, reliability, access and performance in the context of multimodal corridors and develop a methodology for quantifying the dependencies across modes and the social and economic benefits of those interrelationships.

(4) Conduct analysis of emerging social, demographic, technological, and geographic trends and their potential interaction with existing or planned policy and future travel demand and distribution.

(5) Produce short-term and long-term forecasts of passenger and freight travel, taking into account several scenarios including population and employment trends, new technologies, and significant increases in transportation prices.

(6) Conduct analysis of emerging environmental, social and energy issues such as air quality, alternative fuels, fleet efficiency changes, global warming, and livability benefits of transportation.

(7) Analyze the effectiveness of congestion management strategies including pricing options on traffic flows, economic development and other socio-economic factors.

(8) Conduct research and policy evaluations on the Federal role and transportation policies with regards to the national interest of the Interstate and National Highway System.

(9) Analyze current and alternative revenue sources and tax structures with regards to their revenue potential, feasibility, equity, efficiency, privacy implications, and implications for the Highway Trust Fund, as well as their potential impacts on future passenger and freight flows and the transportation system.

(10) Extend and modify the FHWA’s Highway Revenue Forecasting Model to evaluate and incorporate forecasting equations for revenue generated by alternative sources of Federal highway revenue.

(11) Analyze changes in State and local highway financing, particularly focusing on public/private sector involvement, financing from motor fuel, alternative fuels, indebtedness and or other emerging trends in highway financing.

(12) Update and refine FHWA’s freight policy analysis models, by incorporating new data and enhancing their capability to analyze economic impacts of freight policy options on carriers and shippers and operational impacts on the existing or proposed alternative highway networks. Establish a framework for understanding multi-modal freight flows, determine key factors driving growth in freight movements, mode choice, identify macro-level relationships between freight demand and transportation supply, and analyze factors that could improve the efficiency of freight movements.

(13) Update and refine highway cost allocation models by incorporating the latest research on pavement and bridge deterioration, updating data on highway program costs and travel by different vehicle classes at different weights, updating various social costs (including congestion, crashes, noise and air pollution), evaluating alternative approaches for attributing Federal highway user revenues used for different transportation purposes, and incorporating state-of-the-art highway economic analysis methods.

(14) Analyze the potential infrastructure impacts, safety implications, operational considerations, equity considerations, forecast cost recovery potential and policy ramifications of changes to truck size and weight limits.

(15) Organize and conduct seminars, visioning sessions, and workshops on emerging issues relating to revenue and finance, transportation systems, demographics and travel, and future policy directions.

TASK AREA C -- SUPPORT FOR ANALYSIS OF THE IMPACT OF INVESTMENT ON

TRANSPORTATION PERFORMANCE AND THE ECONOMY

Under the overall management of the Government, provide economic analysis, engineering, and systems design assistance to FHWA staff as needed in administrative and technical matters relating to the analysis of the relationship between highway investment and current and future conditions and performance of the Nation’s highways and bridges, as well as the impact of such investment on the broader national economy. Specific activities include, but are not limited to:

(1) Assess, develop and refine analytical tools for analyzing the economic impact of highway investment on national short-term construction and long term employment, wages, exports, productivity and economic growth. Develop tools, integrate data and assess the impacts of the American Recovery and Reinvestment Act.

(2) Update and improve estimates of the economic value of the highway capital stock, and estimates of typical costs associated with different types of highway and bridge investments.

(3) Enhance the National Highway Construction Cost Index, develop tools for forecasting future highway construction costs, and ascertaining the cost of government regulations on highway construction costs.

(4) Assess the impacts of current and potential institutional/regulatory requirements on economic productivity, safety, and operations of the transportation system.

(5) Assess the relationship between various modes of transport and industrial sector efficiency, estimating efficiency gained or lost through transportation’s own input usage as well as efficiency gained or lost in other industries due to advances in transportation technology.

(6) Determine the significance of location and transportation access with respect to a firm’s productivity in light of changes to economic geography, urban form, and national economic structure.

(7) Analyze the economic impacts of congestion on highway system productivity.

(8) Update and refine the Highway Economic Requirements System to support analyses of highway investment/performance relationships.

(9) Update and refine the National Bridge Investment Analysis System to support analyses of bridge investment/performance relationships.

(10) Analyze relationships between highway section characteristics and impacts on system users in the form of vehicle operating costs, travel time, delay, and crashes.

(11) Develop enhanced pavement and bridge performance equations reflecting additional types of data, updated research on asset deterioration rates, and additional kinds of capital and maintenance strategies.

(12) Update and refine models used to estimate the impact of highway improvements to vehicle emissions, and to estimate the dollar costs of vehicle emissions on a system wide basis.

(13) Develop the means to relate highway and transit investments, to estimate the impacts of each, and to analyze the tradeoffs of capital improvements in each mode.

(14) Support the development and production of the biennial Status of the Nation’s Highways, Bridges, and Transit: Conditions and Performance report to Congress.

(15) Organize and conduct workshops and seminars on analysis of the impacts of transportation investment on system performance and the economy.

TASK AREA D -- SUPPORT FOR THE AGENCY’S STRATEGIC MANAGEMENT

PROCESSES

Under the overall management of the Government, provide facilitation support, process design, stakeholder analysis, financial and/or statistical analysis, database management, and software programming assistance to FHWA staff as needed in administrative and technical matters related to the development and improvement of the Agency’s strategic planning and performance management processes and products. Specific activities include, but are not limited to:

(1) Develop and assist in implementing approaches to obtain stakeholder input in the formulation of strategic goals and performance objectives.

(2) Undertake analysis of key future socio-economic-demographic trends and their impacts on surface-based, highway-related transportation.

(3) Propose alternative process design models or frameworks for strategic planning and performance management that are applicable to DOT and FHWA.

(4) Assist FHWA offices in the development, validation, and reporting of performance measures to monitor goal attainment as part of the strategic planning process.

(5) Assist FHWA offices in evaluating program performance from the standpoint of achieving transportation system-wide outcomes.

(6) Provide analytical support to FHWA offices in the development and production of performance-based budgets and reports.

(7) Develop and/or evaluate database software specifically designed to collect, analyze, and report results required for strategic planning and performance-based management.

(8) Evaluate existing work (i.e., planning, reporting, and evaluation) processes used in strategic management and recommend possible improvements.

(9) Update and adapt the Highway Economic Requirements System – State Version software and other existing analytical tools as needed to assist States in implementing strategic plans and managing for results.

(10) Develop crosscutting economics-based analytical tools to assist in the setting of national and State performance measure targets.

(11) Develop internal and external reports on transportation performance that incorporate analysis of FHWA strategies.

(12) Develop training materials to support performance management capacity building and/or explain Departmental and FHWA strategic planning requirements.

(13) Organize and facilitate workshops relating to strategic planning, risk management, and performance management practices applicable to DOT and FHWA.

TASK AREA E -- SUPPORT FOR TRANSPORTATION DATA ACQUISITION/

MANAGEMENT/ANALYSIS AND TRANSPORATION DEMAND MODELING

Under the overall management of the Government, provide assistance in 1) statistical, engineering, environmental, economic, and planning/forecasting data collection and analysis, 2) reevaluating current data collection, analysis, and reporting methods and systems, 3) designing and updating software/algorithms/methods as needed in administrative and technical matters relating to the improvement of transportation data collection, analysis, reporting, and dissemination, and 4) developing new methods and approaches to capture and analyzing transportation data. Specific activities include, but are not limited to:

(1) Improve methods and processes to gather traffic flow data including volume, class, weight, and speed data including methods to conduct effective traffic data quality review.

(2) Improve and update methods and processes to gather comprehensive transportation data collection and analysis systems/platforms and processes. This include but not limited to all FHWA’s motor fuel, motor vehicle, driver license, motor-carrier, and highway finance data of State and local governments.

(3) Improve and develop new methods to disseminate transportation data including but not limited to traffic, travel behavior, travel condition, pavement condition, highway performance conditions, highway finance, highway fuel consumption, vehicle registration, licensed drivers to support of timely and informed decision-making and public.

(4) Develop and enhance national transportation demand model and modeling techniques including the production of passenger travel origin destination data, network assignments, corridor analysis, fuel consumption, and greenhouse gas emissions.

(5) Improve data collection and analysis techniques and methods associated with the

American Recovery and Reinvestment.

(6) Assist in the identification, evaluation, and analysis of existing data as well as the identification of emerging data needs for domestic and international transportation data.

(7) Identify gaps and develop strategies to support the coordination of transportation data collection activities within the public sector and in cooperation with the private sector including the development of consistent data collection standards.

(8) Support the regular evaluation and reporting on the state of the Nation’s highway system including its usage and expected demands.

(9) Provide support for long-range multi modal planning and associated policy, legislative, regulatory, budget, and program proposals.

(10) Support the development and application of special purpose software, methods, algorithms in support of all tasks as well as the development and application of software responsive to emerging data needs. Purchase materials and equipment as may be required to test and evaluate such software, methods, and algorithms.

(11) Evaluate data collection technology such as non-intrusive methods, and equipment standards and protocols and field testing equipment accuracy and precision.

(12) Integrate passenger and freight travel, data, and modeling to provide agency’s capability to conduct various causation and forecasting analysis including but not limited to economic conditions, safety, investment, and various other social and economic factors.

(13) Assist with Internet/Web page and other media such as but not limited to SharePoint development and maintenance.

(14) Develop training courses and assist in developing and providing instructional materials for both transportation data collection and data usage.

(15) Assist staff in the identification of needed changes to existing data systems through the conduct of requirements analyses and related information management techniques.

(16) Conduct various reassessments on current data needs, data collection and reporting methods, and data analysis mechanism and propose new appropriate changes to meet the needs of technology challenges and other needs challenges.

(17) Organize and conduct seminars and workshops on transportation data collection, analysis, and modeling.

TASK AREA F -- SUPPORT AND CONDUCT NATIONAL AND REGIONAL

HOUSHOLD TRAVEL SURVEY

Under the overall management of the Government, provide assistance in designing household travel survey methods, carrying out travel behavior data collection, and providing data quality review and methodology review. Specific activities include, but are not limited to:

(1) Design and implement an effective National Household Travel Survey (NHTS) instrument to satisfy the needs of answering emerging transportation challenges and maintaining the historical integrity and connectivity of the NHTS program.

(2) Conduct the NHTS, carrying out the entire data collection, data quality control, and process control, with detailed documentation for processes, methods, and data.

(3) Provide technical assistance in areas of data collection, data analysis, data interpretation, data limitations, method development and method illustration and education.

(4) Provide coordination among all participating agencies, organizations, and businesses.

(5) Organize and conduct seminars and workshops as related to national and regional household travel surveys.

TASK AREA G – SUPPORT FOR INTERGOVERNMENTAL POLICY ANALYSIS

Under the overall management of the Government, provide analytical support relating to intergovernmental policy issues and communications support regarding current and proposed legislation. Specific activities include, but are not limited to:

(1) Evaluate legislative issues and recommendations for the reauthorization of the Nation’s transportation program.

(2) Assist the FHWA staff in developing informational material such as visual aids and brochures on proposed and enacted legislation.

(3) Organize and conduct workshops on issues critical to the development of new legislation and to provide information on new legislative requirements.

(4) Explore issues relating to the relationships among Federal, State, and local governments in managing transportation assets.

(5) Develop systems for tracking and summarizing transportation policy interests of State and local stakeholders.

(6) Evaluate the effectiveness of tribally based transportation programs.

(7) Evaluate tribal coordination, including peer-to-peer approaches, tribal–State consultation policies, and Federal Native American policy related to tribally driven transportation programs.

(8) Organize and conduct workshops pertaining to intergovernmental relationships, including changing relationships between tribes and the Federal government, and tribes and States.

TASK AREA H -- SUPPORT FOR POLICY ANALYSIS OF ECONOMIC AND

OTHER INDICATORS OF THE POTENTIAL FOR U.S. ROAD-RELATED

EXPORTS TO INTERNATIONAL HIGHWAY MARKETS

Under the overall guidance of the Government, undertake as needed studies and related administrative activities to support FHWA's programs for (a) the international transfer of transportation innovations and practices, (b) providing technical, institutional and policy analysis/advice to other countries, and (c) marketing of U.S. innovations abroad. Specific activities may include, but are not limited to the following:

(1) Undertaking analyses and providing support to facilitate the participation of U.S. members in the work of the technical and management committees of highway transport-related international organizations, such as those of the World Road Association and the Organization for Economic Cooperation and Development.

(2) Undertaking analyses and providing support to facilitate bilateral FHWA technical cooperation with selected countries as identified by the Office of International Programs.

(3) Identifying the transportation-related technical, institutional, and policy needs of developing countries and countries in transition. Designing and implementing strategies for meeting identified needs.

(4) Providing analytic and support to gauge the export potential and promote the marketing abroad of U.S. highway-related innovations/products.

(5) Measuring the performance of FHWA's international programs and activities.

Specifications for Deliverables

Applicable reports shall be prepared in accordance with the “Guidelines for Preparing Federal Highway Administration Publications” (which can be viewed at:

http://www.fhwa.dot.gov/legsregs/directives/orders/h17104.htm) and submitted electronically to the COR. Specifically, the Contractor shall provide the FHWA with the following for each report developed under this contract:

(1) An executive summary under separate cover; an executive summary may be required as a convenience to the readers depending on the requirements of individual Tasks Orders.

(2) An electronic version of the report (files in Microsoft Word and Adobe PDF) with GPO

Form 952 OR a printed version of the report; a camera-ready copy (a publication term used to define the finished manuscript, including all art work (illustrations, photographs, charts, or tables) ready for printing by photographic or other means.

(3) A completed ITS Electronic Clearinghouse Document Profile Sheet. This profile must be completed to ensure all reports are properly indexed for storage and retrieval.

(4) A Complete Technical Report Documentation Page, form DOT F 1700.7 (8-72), which is located via the Internet at: http://staffnet.fhwa.dot.gov/informs/adobeforms/dot17007.pdf.

This form is necessary to ensure all reports are entered into the National Technical Information Service database.

(5) 508 Compliance: All web related electronic documents that are prepared shall meet the requirements of Section 508 of the Rehabilitation Act. The act requires that all electronic and information technology products prepared for the Federal Government be accessible to persons with disabilities, including those with vision, hearing, cognitive, and mobility impairments. One can view Section 508 of the Rehabilitation Act (http://www.access-board.gov/508.htm) and the Federal IT Accessibility Initiative (Home Page) (http://section508.gov/) for detailed information.

C.5 REQUIREMENTS FOR IMPLEMENTING SECTION 508 STANDADRDS

In addition to the work requirements specified in this statement of work, vendors must ensure that all electronic documents that they prepare will meet the requirements of Section 508 of the Rehabilitation Act. The act requires that all electronic products prepared for the Federal Government be accessible to persons with disabilities, including those with vision, hearing, cognitive, and mobility impairments. Vendors can view Section 508 of the Rehabilitation Act (http://www.accessboard.gov/508.htm) and the Federal IT Accessibility Initiative (Home Page) (http://section508.gov/) for detailed information.

The FHWA has determined that the accessibility requirements contained in the Electronic and Information Technology Accessibility Standards, Section 1194.21 “Software applications and operating system” and Section 1194.22, “Web-based intranet and internet information and applications,” apply to this work. The standards are available at http://www.access-board.gov/sec508/standards.htm. The standards do not require the installation of specific accessibility-related software or the attachment of an assistive technology device, but merely require that the Electronic and Information Technology (EIT) be compatible with such software and devices so that it can be made accessible, if so required by the agency, in the future.

The following paragraphs summarize the requirements for preparing FHWA reports in conformance with Section 508 for eventual posting by FHWA to an FHWA-sponsored website.

If you have further questions, please contact the FHWA Contracting Officer’s Representative listed in this statement of work.

Electronic documents with images Provide a text equivalent for every non-text element in all publications prepared in electronic format. Use descriptions (such as, "alt" and "longdesc") for all non-text images or place them in element content. For all documents prepared, vendors must prepare one standard HTML format (as described in this statement of work) AND one text format that includes descriptions for all non-text images. “Text equivalent” means text sufficient to reasonably describe the image. For example, an image that is merely decorative requires only a very brief “text equivalent” description. However, if the image conveys information that is important to the content of the report, then text sufficient to reasonably describe that image and its purpose within the context of the report must be provided.

Electronic documents with complex charts or data tables When preparing tables that are heavily designed, provide adequate alternate information so that assistive technologies can read them out. Identify row and column headers for data tables.

Provide the information in a non-linear form. Markup shall be used to associate data cells and header cells for data tables that have two or more logical levels of row or column headers.

Electronic documents with forms When electronic forms are designed to be completed on-line, the form shall allow people using assistive technology to access the information, field elements, and functionality required for completion and submission of the form, including all directions and cues.

SECTION D - PACKAGING AND MARKING

D.1 PACKAGING

Preservation, packing, and packaging of items for shipment shall be in accordance with commercial practice and adequate for acceptance by common carrier for safe transportation at the most economical rates. Pricing is Free on Board (F.O.B.) destination, meaning delivered at the contractor’s expense.

D.2 SHIPMENT AND MARKING

The contractor shall clearly mark each shipment with the company name, the contract number and Task Order number, and (when appropriate), the item identification, quantity of items, and notice of partial or final delivery.

SECTION E - INSPECTION AND ACCEPTANCE

All work hereunder, including the annual report, shall be subject to review and acceptance by the FHWA. Final inspection and acceptance of all work, performance, reports and other deliverables under this contract shall be performed at the location specified in individual Task Orders. Each Task Order will also designate the individual responsible, for inspection and acceptance, as well as the basis for acceptance. Task Order deliverable items that are rejected shall be corrected in accordance with the applicable clauses.

The basis for acceptance shall be in compliance with the requirements set forth in Section C, Statement of Work (SOW), Task Orders, and other terms and conditions of the contract.

Deliverable items rejected under resulting task orders shall be corrected in accordance with the applicable clauses.

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

https://www.acquisition.gov/far/

52.246-2 Inspection of Supplies – Fixed Price (AUG 1996) 52.246-3 Inspection of Supplies Cost Reimbursement (MAY 2001) 52.246-4 Inspection of Services – Fixed Price (AUG 1996) 52.246-5 Inspection of Services Cost Reimbursement (APR 1984) 52.246-8 Inspection of Research and Development Cost Reimbursement (MAY 2001) 52.246-16 Responsibility for Supplies (APR 1984) 52.246-20 Warranty of Services (MAY 2001)

SECTION F - DELIVERIES OR PERFORMANCE

F.1 PERIOD OF PERFORMANCE

The period of performance for ordering under this contract is 12 months (one-year) from the contract’s effective date. The contract consists of a one-year base period and four one-year option periods, for a maximum period of performance (all option years exercised) of five years.

Task Orders may be issued up to the final day within the period of performance provided that they can be completed within 12 months past the period of performance.

Performance shall begin on the effective date of the contract. The period of performance for a specific Task Order will be determined prior to the effective date of the Task Order. All work and services required hereunder including preparation and submission of final reports shall be completed within each Task Order’s period of performance.

52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

(a) The Government may extend the term of this contract by written notice to the Contractor within 30 days; provided that the Government gives the Contractor a preliminary written notice of its intent to extend at least 60 days before the contract expires. The preliminary notice does not commit the Government to an extension.

(b) If the Government exercises this option, the extended contract shall be considered to include this option clause.

(c) The total duration of this contract, including the exercise of any options under this clause, shall not exceed 60 months.

F.2 PLACE OF DELIVERY

All deliverables shall be delivered F.O.B. Destination to the COR at the following address:

Federal Highway Administration Office of _____________________ __________, Room_____________ 1200 New Jersey Avenue, SE Washington, D.C. 20590

Attention: _________________

F.3 DELIVERABLES & SCHEDULE OF WORK

Items developed and delivered under this Contract are the property of the Government. These include all source code, executables, technical approaches, and formats. The contractor shall allow free and unconditional use of these items, including distribution to other parties and the public for perpetuity.

All work produced must meet the standards for electronic deliverables. In accordance with FAR 52.227-14 (DEC 2007), the Federal Government will have unlimited rights in all data first produced in the performance of this contract and all other data delivered under this contract. The contractor will grant to the Government, and others acting on its behalf, a paid-up, nonexclusive, irrevocable worldwide license for products completed under this contract, to reproduce, prepare derivative works, distribute copies to the public, perform publicly and display publicly, by or on behalf of the Government.

All tasks set forth in the statement of work shall be performed in accordance with the work schedule as negotiated in each individual Task Order.

A Task Order may produce a final report or other product upon completion. The final report or product will be specified at the time the Task Order is initiated and shall be delivered in accordance with the schedule specified in each Task Order.

52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this address:

https://www.acquisition.gov/far/

52.242-15 Stop Work Order (AUG 1989) – Alternate I (APR 1984) 52.242-17 Government Delay of Work (APR 1984) 52.247-34 F.O.B. Destination (NOV 1991)

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 MONTHLY PROGRESS REPORTS

The Contractor shall furnish one electronic copy of a monthly letter-type progress report to the Contracting Officer’s Representative with each monthly invoice, no later than the 15th of the month following the calendar month being reported. Each report shall contain concise statements covering the following:

On a summary level for all tasks:

(1) Budget and scheduling information including the date each work order was initiated, the estimated completion date, original estimate of resources needed/planned (labor hours and costs, travel costs and ODC costs); a tabulation of resources expended that month; a tabulation of cumulative total-to-date resources expended; and a comparison of percentage of resources planned, to resources expended, to resources needed to complete the work, and clearly identify any projected overrun of resources. The Contractor shall also clearly identify any projected overruns for any and all Task Orders.

(2) A description of any contract problem encountered or anticipated that will affect the completion of the contract within the time and fiscal constraints as set forth in the contract, together with recommended solutions to such problems; or, a statement that no problems were encountered.

(3) Any contract improvement recommendations.

On a task by task basis:

(4) A clear and complete account of the work performed on each task and an outline of the work to be accomplished during the next report period.

(5) Budget and scheduling information including the date each work order was initiated, the estimated completion date, original estimate of resources needed/planned (labor hours and costs, travel costs and ODC costs); a tabulation of resources expended that month; a tabulation of cumulative total-to-date resources expended; and a comparison of percentage of resources planned, to resources expended, to resources needed to complete the work, and clearly identify any projected overrun of resources.

(6) A description of any Task Order problems encountered or anticipated that will affect the completion of the contract within the time and fiscal constraints as set forth in the specific Task Order, together with recommended solutions to such problems: or, a statement that no problems were encountered.

(7) A chart showing current and cumulative expenditures by tasks versus planned expenditures, and percentage of work completed.

(8) Any Task Order improvement recommendations.

NOTE: Individual Task Orders may require additional monthly reporting requirements. If so, that information will be delineated in that Task Order.

G.2 TASK ORDER PROCEDURES

All funds expended under this contract shall be incurred, accounted for and invoiced under individual Task Orders.

It is the Government’s intent to provide all contractors awarded a contract under this solicitation a fair opportunity to be considered for each proposed Task Order within the awarded task area.

The Government expects to issue a solicitation for a Task Order proposal to each eligible contractor, asking for a technical proposal and pricing information.