RFP- DTFH61-12-R-00054.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 84

2. CONTRACT NUMBER

3. SOLICITATION NUMBER

DTFH61-12-R-00054

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

5. DATE ISSUED

8/16/2012

6. REQUISITION/PURCHASE NO.

24-12-12256

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 5 original hard copies and 5 electronic copy Compact Disks (CDs) 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 September 20, 2012.

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 54 x B SUPPLIES OR SERVICES AND PRICE/COST 3 PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

x C DESCRIPTION/SPECS./WORK STATEMENT 4 x J LIST OF ATTACHMENTS 63 x D PACKAGING AND MARKING 30 PART IV - REPRESENTATIONS AND INSTRUCTIONS x E INSPECTION AND ACCEPTANCE 30 x K REPRESENTATIONS, CERTIFICATIONS 64 x F DELIVERIES OR PERFORMANCE 31 AND OTHER STATEMENTS OF OFFERORS x G CONTRACT ADMINISTRATION DATA 32 x L INSTRS., CONDS., AND NOTICES TO OFFERORS 70 x H SPECIAL CONTRACT REQUIREMENTS 41 x M EVALUATION FACTORS FOR AWARD 83

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)

Pre-proposal Web-Conference

RSVP by August 23, 2012 to attend

The Federal Highway Administration (FHWA) will hold a Pre-proposal Web-Conference to allow potential Offerors and interested parties to ask questions and receive clarification on Solicitation DTFH61-12-R-00054. FHWA staff will be present to discuss the procurement process and the requirements for this effort, as well as answer relevant questions from interested parties.

Attendance at the Pre-proposal Web-Conference is not mandatory in order to submit a proposal under this solicitation. Offerors may submit proposals under this solicitation even if they have not attended.

FHWA will summarize all questions and answers discussed during the Pre-proposal Web- Conference for release as a Solicitation Amendment at the Federal Business Opportunities website under Solicitation Number DTFH61-12-R-00054. Please note, attendance will be taken during the Pre-proposal Web-Conference and the resultant roster will also be posted as part of the Solicitation Amendment.

To attend the Pre-proposal Web-Conference, you must RSVP by AUGUST 23, 2012 by emailing Tabitha.Lorthridge@dot.gov the following information:

Company Name and Address Names and Titles of all Attendees in your Party

Pre-proposal Web-Conference Details:

DATE: August 29, 2012

TIME: 10:00 AM

LOCATION: Web-Conference – Website and Log-In information will be sent by the

Contract Specialist via separate correspondence.

RSVP: Email Tabitha.Lorthridge@dot.gov

Questions in Advance: Interested parties are encouraged to submit questions in advance of the Pre-proposal Web-Conference. Submit questions in advance by email to Tabitha.Lorthridge@dot.gov.

This competitive acquisition is solicited in accordance with FAR Subpart 19.8 – Contracting with the Small Business Administration (The 8(a) Program). This competitive acquisition is restricted to 8(a) eligible Small Business Concerns.

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 support to the Federal Highway Administration’s (FHWA) Office of Technical Services (OTS), with specific focus on the National Highway Institute (NHI), the Technology Partnerships Program (TPP), and the Knowledge Application Team (KAT). The FHWA intends to award a single Indefinite-Delivery, Indefinite-Quantity (IDIQ) contract under which Firm Fixed Price and Cost Plus-Fixed Fee task orders will be issued.

This is an Indefinite-Delivery-Indefinite-Quantity (IDIQ) contract utilizing cost-plus-fixed-fee (CPFF) and firm-fixed-price (FFP) Task Orders in accordance with FAR 16.500. In accordance with the table below, the maximum potential value of all orders placed against this contract shall not exceed an amount to be negotiated over five-years (1 year base period and four 1-year option periods). The distribution of this amount between cost and fee shall be determined based upon the individual Task Orders awarded. The guaranteed minimum is $100,000 for the base period and $500,000 per option period if exercised.

Item

Supplies/Services

Maximum Amount

Minimum Amount

CLIN 0001

(Base Year)

Support Services – 1 Year Base Period

To be filled in at award

$100,000.00

CLIN 0002

(Option 1)

Option Year 1

CLIN 0003

(Option 2)

Option Year 2

CLIN 0004

(Option 3)

Option Year 3

CLIN 0005

(Option 4)

Option Year 4

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

23 USC 504 authorized the establishment of the Federal Highway Administration’s (FHWA’s) National Highway Institution (NHI). Among other directives, the NHI delivers training to domestic and foreign nationals engaged in transportation work of interest to the United States.

"Transportation work" includes such topics as highway and bridge planning, engineering, safety, design, relocation, acquisition, construction, maintenance, contract administration, quality, inspection activities and environmental issues.

The NHI has established hundreds of training courses covering the topic areas. These courses are continually updated to incorporate state-of-the-practice materials. Also, new courses are developed as needs are identified. In order to fulfill the increasing demands for service from Federal, State, local, foreign governments and other entities, the Office of Technical Services (OTS) and NHI require ongoing support in broad areas of: office administration and budget analysis, materials management, financial management, review of contract documents, instructional systems design, grants administration and management, related transportation workforce development activities, marketing, systems support, and project management.

Additional support may be required in areas such as instructional systems design, administrative support, programming, preparation of contract documents, transportation subject matter expertise, information technology specialists, and graphics designers.

Organizationally NHI is part of the OTS. This support services contract provides support for NHI as well as support for other parts of OTS, including the Technology Partnership Program and the Knowledge Application Team (KAT) on a regular basis.

The NHI mission statement is: The National Highway Institute - the technical training branch of FHWA- improves the performance of the transportation workforce through training.

The NHI vision statement is: We want to become a resource abundant training organization that works together, with defined priorities and processes, and is perceived as a value-added training provider as well as a place for employees to grow professionally.

C.2 SCOPE OF WORK

The contractor shall provide an experienced onsite Project Manager with sufficient and appropriate support personnel to perform consistently high quality, timely, professional and administrative support services in the broad areas of information technology systems, administration, financial analysis, business analysis, and instructional systems design. The work shall be accomplished primarily in the Office of Technical Services located in Arlington, VA.

Some of the work, particularly the special projects, shall be done off site at the office of the Contractor or another location as delineated in Task Orders issued under this contract.

C.3 DELINEATION OF CONTRACTOR TASKS

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

1. Training Delivery Support

NHI delivers technical transportation training to tens of thousands of participants each year through Instructor-led Training (ILT), Web-based Training (WBT), and Web-conference Training (WCT). Additional methods of delivery may be created during the course of this contract. The contractor shall provide training delivery support including scheduling courses, invoicing for courses, providing excellent customer support and service, ensuring the fulfillment and delivery of training materials, managing course material files and the electronic library, managing the information technology systems, monitoring course evaluations, being a liaison with NHI instructors, and marketing courses. Task orders may also be issued for Transportation Subject Matter Experts (SMEs) to deliver the courses.

2. Training Development Support

NHI primarily develops training with other contract support, though sometimes Instructional Systems Designers (ISDs) on this contract may also develop training.

Primarily, NHI ISDs assist a Federal Training Program Manager (TPM) with developing courses by assessing existing and reviewing newly developed NHI Training course materials and training curriculum for compliance with the "NHI Guidelines" and accepted Instructional Systems Design methods and adult learning theory. They also develop and maintain the NHI Style Guide and other instructional design guidance documents. Task orders may also be issued for Transportation SMEs to work on training development.

Support will include providing excellent customer support and service for Web-based training and Web-conference training logistics, and reviewing and providing comments and assisting with the development of cost estimates on requests for proposals for development of training.

3. Program Support to the Technology Partnership Program (TPP)

This contract shall include support of the Universities and Grants Program (U&GP) and Local Technical Assistance Program/Tribal Technical Assistance Program (LTAP/TTAP). Support shall include grants management, strategic direction, program management, event coordination, and customer outreach.

4. Knowledge Application Team (KAT) Support

This contract shall support the KAT through providing Web-conference support services such as administering the Web-conference system, providing training and customer support to end users, knowledge management support and training, and supporting the implementation and use of technology.

5. Office Support

This contract shall include general office support including administrative support to the director and Federal staff, a receptionist, data entry, financial management, budget analysis, assistance with de-obligations of completed contracts and task orders, and general office support.

C.4 ESTIMATED LABOR CATEGORIES

The Government’s estimated labor categories, duties, and recommended experience and education are listed below. Education and years of experience are estimated and recommended but are not required. If an Offeror departs from the education and years of experience proposed below, the Offeror must provide adequate explanation to justify the departure from the recommended qualifications.

Positions may include the following:

1. Administrative Assistant – this position shall primarily staff the front desk and answer incoming phone calls during NHI’s core hours of 7:30 to 4:30. This position will answer help questions such as how to find the office or basic Web site requests, and Outlook or current DOT system calendar management. This position will also maintain a daily attendance record of all staff for emergency preparedness. Complex questions will be routed correctly to the appropriate staff. The contractor shall create a schedule so that the front desk role is staffed during all core hours, particularly covering lunch breaks. This position will also serve a back-up supporting the Training & Conference facility. Other administrative duties shall be performed as well to include data entry and editing.

Qualifications shall include:

At least an associate’s degree, bachelor’s degree preferred At least one year of professional experience in an office environment At least 24 hours of relevant professional education in the last three years Demonstrated proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe

Connect and Microsoft SharePoint as described in detail later in this section Physically capable of moving chairs, tables & equipment to accommodate various training room set-ups

2. Administrative Assistant – this position shall primarily coordinate the training and conference room schedules and ensure that rooms are set-up as needed. Other administrative duties will be performed as well to include data entry and editing.

At least one year of professional experience in an office environment At least 24 hours of relevant professional education in the last three years

Demonstrated proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and Microsoft SharePoint as described in detail later in this section

Physically capable of moving chairs, tables & equipment to accommodate various classroom setups

Demonstrated knowledge of training facility IT equipment typically used during instructor-led training & conferences. Including but not limited to projectors, wireless microphones, touch screen monitors, and video conferencing technology

3. Administrative Assistant – this position shall provide general office support which may include invoicing, travel, data entry, inventory, internal controls, office safety and management of supplies. Qualifications shall include:

At least an associate’s degree, bachelor’s degree preferred or at least three years of professional experience At least 24 hours of relevant professional education in the last three years Demonstrated knowledge of the Federal Travel Regulations Demonstrated proficiency in MS Word, Excel, PowerPoint, Outlook, inventory management, Adobe Connect and Microsoft SharePoint as described in detail later in this section

4. Administrative Assistant – this position shall provide administrative support to the director and other Federal staff as assigned such as the Program Support Manager and the Training Program Manager for Systems and Marketing. Support may include travel, data entry, Outlook or current DOT system calendar management, document editing, and other duties as assigned. Qualifications shall include:

At least three years of Federal government professional experience At least five years of experience in supporting a director level position At least 24 hours of relevant professional education in the last three years Demonstrated proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe

Connect and Microsoft SharePoint as described in detail later in this section Demonstrated knowledge of the Federal Travel Regulations Demonstrated proficiency in federal travel systems Proficiency in basic Federal government correspondence guidelines Demonstrated proficiency in official Federal government records disposition

5. Business Analyst (high) – this position shall provide project management and facilitation skills for LTAP/TTAP outreach and meetings. This position shall organize, plan and lead meetings with key partners and other stakeholders. Other duties may include authoring white papers and presentations, developing and monitoring project plans, and other support as needed for this program area. Qualifications shall include:

At least a bachelor’s degree, master’s degree preferred

At least 10 years of professional experience in business analyst skills including facilitation, project management, data analysis, and stakeholder outreach.

At least 60 hours of relevant professional education in the last three years Proficiency and advanced skills in MS Word, Excel, PowerPoint, Outlook, Adobe

6. Business Analyst (high) – this position shall provide experienced business analyst support to the NHI for special projects. Examples of special projects might include republishing all Web-based Trainings due to software updates or creating a business case for a new technology. Qualifications shall include:

At least 10 years of professional experience in business analyst skills including project management, data analysis, and program administration At least 60 hours of relevant professional education in the last three years

7. Business Analyst (mid) – this position shall provide business analyst support for the Universities and Grants Program, which may include optimizing processes for grant applications and planning an annual conference. Qualifications shall include:

At least 5 years of professional experience in business analyst skills including grants management, project management, data analysis, and stakeholder outreach At least 60 hours of relevant professional education in the last three years

8. Business Analyst (mid) – this position shall provide business analyst support for the Universities and Grants Program, which may include optimizing processes for grant applications and planning an annual conference. Qualifications shall include:

grants management, project management, data analysis, process improvement, and stakeholder outreach

At least 60 hours of relevant professional education in the last three years

9. Business Analyst (mid) – this position shall provide business analyst support for the Universities and Grants Program, which may include developing and distributing marketing materials, writing articles, planning an annual conference, and developing presentations. Qualifications shall include:

grants management, project management, data analysis, and stakeholder outreach At least 60 hours of relevant professional education in the last three years

10. Business Analyst (mid) – this position shall provide business analyst support for Web Conferencing, working with the Knowledge Application Team. Support will include answering customer calls, staffing important Web conference meetings, supporting technology changes to systems such as Adobe Connect or telephony, and presentation development. Qualifications shall include:

Web conference program support, project management, data analysis, and stakeholder outreach

At least 60 hours of relevant professional education in the last three years

11. Business Analyst (mid) - this position shall provide business analyst support for Web Conferencing, working with the Knowledge Application Team. Support will include answering customer calls, staffing important Web conference meetings, supporting technology changes to systems such as Adobe Connect or telephony, and presentation development. Qualifications shall include:

Web conference program support, project management, data analysis, and stakeholder outreach

At least 60 hours of relevant professional education in the last three years

12. Financial Analyst – this position shall provide Financial/budgeting analysis including obligations and expenditures for multiple program accounts and general operating expenses. Responsibilities include reviewing obligating documents to ensure accounting codes are correct, monitoring DELPHI to ensure that obligations are charged to correct accounts, working with accounts payable staff and program managers to resolve discrepancies and ensure prompt payment, reviewing and monitoring the reclassification of collected NHI fees, managing the distribution of program funds and fees to the training programs, and resolving any discrepancies with the appropriate stakeholders. DELPHI is our financial database. Training on its use will be provided. Qualifications shall include:

Certified Public Accountant (CPA) preferred At least 7 years of professional experience in financial analyst skills including data analysis, resolution of discrepancies between systems, and coordination with stakeholders

At least 60 hours of relevant professional education in the last three years Demonstrated proficiency and advanced skills in MS Word, Excel, Access, PowerPoint, Outlook, Adobe Connect and Microsoft SharePoint as described in detail later in this section

Demonstrated ability to develop internal databases for day to day budget management and reconciliation

At least 3 years of Federal government finance experience Knowledge of Appropriations Law and fund usage Demonstrated ability to provide and develop various financial reports and facilitate budget meetings

13. Instructional Systems Designer (high) – this is one of six Instructional Systems Designer (high) positions. Generally, the work will consist of, but is not limited to, the following tasks:

Assess existing and review newly developed NHI Training course materials and training curriculum for compliance with the "NHI Guidelines" and accepted Instructional Systems Design methods and adult learning theory. Develop and maintain the NHI Style Guide and other instructional design guidance documents.

Provide excellent customer support for Web-based and Web-conference training Review instructor and course participant evaluations. Develop course and instructor analysis and perform needs assessments. Determine courses and instructors of excellence and identify those that need to improve.

As part of the NHI TPM/ISD team, identify and develop adult learner course and lesson learning outcomes, appropriate presentation formats including electronic and blended training session activities and outline instructional content.

As part of the NHI TPM/ISD team identify NHI course materials that need revision and recommend appropriate remedial action.

Determine appropriate training presentation formats to provide desired learning outcome.

Develop and deliver Train-the-Trainer courses, including instructor training for delivery, broadcasting, web conference and videotaping presentations.

Design and develop brochures, program announcements, summaries, slides, PowerPoint, web based briefing materials and articles as necessary to document, promote and market NHI and OTS training.

Organize and facilitate team sessions, milestone meetings for training development (progress reviews, technical walk through, pilots, etc.), and educational events for national and international groups.

Create and maintain training resources on the NHI Web site for use by development and delivery contractors and Federal staff. Example:

http://www.nhi.fhwa.dot.gov/training/training_products.aspx

Draft and edit internal and external articles and publications as requested.

Serve on evaluation panels and developmental panels relating to the training, marketing and customer relations process.

Research and prepare reports relating to marketing/customer relations issues, strategic transportation issues and strategic planning.

Provide input as requested to marketing strategies to promote FHWA OTS and

NHI initiatives and further expand the customer base, including: States, Universities, Educational Institutions, US territories, Metropolitan Planning Organizations, foreign governments, industry groups, public safety organizations, motor vehicle departments and other transportation workforce entities.

Develop and operate instructor development program, convene and attend meetings, serve on panels, and prepare reports on issues and programs relating to instructor development.

Develop and monitor instructor certification and re-certification procedures.

Develop and monitor systems for post-instructional support, including coaching, networking and knowledge sharing tools.

Develop statements of work and other supporting documentation with NHI involvement for acquisitions. Provide management for FHWA supported special projects.

Maintain and regularly update a Standing Operations Procedure Manual that defines job processes and procedures.

Complete Section 508 compliance checks o At least a bachelor’s degree, master’s degree preferred o At least 10 years of professional experience in instructional systems design including developing and implementing standard ISD processes, developing in multiple delivery types (synchronous and asynchronous, and web-based or in person), and strong writing and proofreading skills o At least 60 hours of relevant professional education in the last three years o Proficiency and advanced skills in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and Microsoft SharePoint as described in detail later in this section o Proficiency and advanced skills in Adobe Presenter and Adobe Captivate o Expertise in new course development tools over the life of the contract as specified in task orders.

o Expertise in implementing Section 508 standards o Certified Professional in Learning and Performance preferred

14. Instructional Systems Designer (high) – please see description in #13

15. Instructional Systems Designer (high) – please see description in #13

16. Instructional Systems Designer (high) – please see description in #13

17. Instructional Systems Designer (high) – please see description in #13

18. Instructional Systems Designer (high) – please see description in #13

19. Instructional Systems Designer (low) – this position shall provide support in areas described in #13 and shall also provide administrative support to one or two training program managers. Qualifications at this level shall include:

At least 3 years of professional experience in instructional systems design including developing and implementing standard ISD processes, developing in multiple delivery types (synchronous and asynchronous, and web-based or in person), and strong writing and proofreading skills

At least 60 hours of relevant professional education in the last three years Proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and

Microsoft SharePoint as described in detail later in this section Proficiency and advanced skills in Adobe Presenter and Adobe Captivate Expertise in new course development tools over the life of the contract as specified in task orders.

20. Instructional Systems Designer (low) – this position shall provide support in areas described in #13 and shall also provide administrative support to one or two training program managers. Qualifications at this level shall include:

including developing and implementing standard ISD processes, developing in multiple delivery types (synchronous and asynchronous, and web-based or in person), and strong writing and proofreading skills

At least 60 hours of relevant professional education in the last three years Proficiency and advanced skills in MS Word, Excel, PowerPoint, Outlook, Adobe

Connect and Microsoft SharePoint as described in detail later in this section Proficiency and advanced skills in Adobe Presenter and Adobe Captivate

21 Materials Manager - Manage NHI training materials including maintaining version control, managing the electronic library, fulfilling and shipping orders for materials, and coordinating with stakeholders including the local coordinator, NHI instructors, Training Program Managers, and the FHWA report center. Insure all training materials are on site for training sessions 100% of the time. Qualifications shall include:

At least two years of professional experience At least 24 hours of relevant professional education in the last three years

22. Transportation Analyst – this position shall support the LTAP/TTAP program including working directly with stakeholders, developing presentations, developing and monitoring project plans, and providing strategic direction guidance. This position includes the international program, which provides support for visits from foreign counterparts. This position requires a transportation background, though not necessarily an engineering degree. Qualifications shall include:

At least ten years of professional experience in the transportation field At least 60 hours of relevant professional education in the last three years Proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and

Microsoft SharePoint as described in detail later in this section

23. Project Manager (PM) – this position shall provide overall project, program, and contract management for the support services contract. The project manager shall provide relevant technical knowledge and leadership as the primary technical and managerial interface between the Contractor, CO, and the COR. The PM shall identify emerging information and methodologies relevant to improving quality and efficiency of the work conducted under this contract shall provide contract-level guidance and oversight to meet tasks on time, within budget, and with a high quality product.

In support of this function, the PM will be the primary interface with the Government on all contract-related matters, and this individual or designated alternate must be available during normal duty hours to discuss problems with government personnel within 24 hours, as necessary to maintain satisfactory performance and to resolve other issues pertaining to Government/Contractor procedures. Written minutes of these discussions shall be prepared and signed by the project manager, and furnished to the Government within two (2) workdays of the subject meeting. These minutes will also be maintained in the Microsoft Office SharePoint site for management of this contract.

At least fifteen years of professional experience with experience in a training development and delivery organization providing project, program, and contract management services

At least 60 hours of relevant professional education in the last three years

24. Business Analyst (low) - Develop basic change requests to NHI’s complex systems, test changes to systems, and provide customer support when there is a complex technology issue, such as a participant record not recording correctly. Qualifications shall include:

At least a bachelor’s degree At least one year of professional experience in customer and systems support with strong problem solving and communications skills At least 24 hours of relevant professional education in the last three years

25. Business Analyst (mid) - Develop advanced change requests to NHI’s complex systems, test changes to systems, and perform advanced data analysis. Support information technology management needs such as Capital Planning and Investment Control (CPIC) data calls, Certification & Accreditation, Plan of Action and Milestones (POA&Ms), and so forth. Provide back up to the business analyst (low), particularly for testing and customer support. Qualifications shall include:

At least five years of professional experience in requirements development, usability testing, Federal technology management, and customer support At least 60 hours of relevant professional education in the last three years

26. Marketing Analyst - Provide marketing support including developing and sending promotions, writing articles, supporting conferences, and coordinating for offsite marketing support such as graphical design. Qualifications shall include:

At least one year of professional experience in marketing support and strong communications and writing skills At least 24 hours of relevant professional education in the last three years Proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and

Microsoft SharePoint as described in detail later in this section

The following positions may be conducted onsite or offsite, and that designation will be directed in task orders. For positions that are accessed on an ad hoc basis, such as graphical design, FHWA anticipates that they will be conducted offsite. The work location for positions such as additional administrative support will be determined based on office needs and space and as

27. Graphics Designer (high) - Develop graphics such as for a comprehensive campaign or rebranding with multiple coordinating elements such as logos, exhibits, brochures and multimedia. Qualifications shall include:

At least fifteen years of professional experience developing high quality, visually appealing and relevant graphics At least 24 hours of relevant professional education in the last three years

28. Graphics Designer (mid) - Develop graphics such as for a specific campaign or rebranding. Examples might include a logo, exhibit, PowerPoint template, brochure or multimedia. Qualifications shall include:

At least seven years of professional experience developing high quality, visually appealing and relevant graphics At least 24 hours of relevant professional education in the last three years

29. Graphics Designer (low) - Develop graphics such as for a specific campaign or to make edits to an existing graphic. Examples might include logos, exhibits, PowerPoint templates, or brochures. Qualifications shall include:

At least three years of professional experience developing high quality, visually appealing and relevant graphics At least 24 hours of relevant professional education in the last three years

30. Learning Management Specialist - Provide technical best practices and recommendations on Learning Management System (LMS) design, development, and operation

At least seven years of professional experience evaluating, managing, and improving proprietary or commercially available Learning Management Systems At least 24 hours of relevant professional education in the last three years

31. Instructional Systems Designer (high) – Provides additional ISD support, with requirements further detailed in #13. These special project ISD positions may also develop courses following the NHI requirements and processes (http://www.nhi.fhwa.dot.gov/resources/intro_developing.aspx).

At least 10 years of professional experience in instructional systems design including developing and implementing standard ISD processes, developing in multiple delivery types (synchronous and asynchronous, and web-based or in person), and strong writing and proofreading skills

At least 60 hours of relevant professional education in the last three years Proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and

Microsoft SharePoint as described in detail later in this section Proficiency and advanced skills in Adobe Presenter and Adobe Captivate specified in task orders

32 Instructional Systems Designer (mid) – Provides additional ISD support, with develop courses following the NHI requirements and processes

At least 7 years of professional experience in instructional systems design including developing and implementing standard ISD processes, developing in multiple delivery types (synchronous and asynchronous, and web-based or in person), and strong writing and proofreading skills

At least 60 hours of relevant professional education in the last three years Proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and

Microsoft SharePoint as described in detail later in this section Proficiency and advanced skills in Adobe Presenter and Adobe Captivate

33. Instructional Systems Designer (low) – Provides additional ISD support, with develop courses following the NHI requirements and processes

Qualifications at this level shall include:

including developing and implementing standard ISD processes, developing in multiple delivery types (synchronous and asynchronous, and web-based or in person), and strong writing and proofreading skills

At least 60 hours of relevant professional education in the last three years Proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and

Proficiency and advanced skills in Adobe Presenter and Adobe Captivate

34. Administrative Support – Provides additional program support such as data entry or event coordination. Qualifications shall include:

At least one year of professional experience At least 24 hours of relevant professional education in the last three years

35. Marketing Manager and Specialist - Provides marketing best practices and guidance. For example, this position may be asked to plan and coordinate a specific marketing campaign. Qualifications shall include:

At least 10 years of professional experience in marketing including planning and implementing marketing campaigns, providing strategic direction, and project management

At least 60 hours of relevant professional education in the last three years

36. IT Specialist (high) - Provide comprehensive technical best practices and guidance on NHI IT systems such as related to the integration of complex systems or specific knowledge of alternative systems. Qualifications shall include:

At least 10 years of professional experience in information technology including systems architecture, security, integration, and project management At least 60 hours of relevant professional education in the last three years

37. IT Specialist (mid) - Provide technical best practices and guidance on components of NHI IT systems such as related to integration of complex systems to include data analysis and research. Qualifications shall include:

At least 7 years of professional experience in information technology including systems architecture, security, integration, and project management At least 60 hours of relevant professional education in the last three years

38. IT Specialist (low) – Provide support on components of NHI IT systems such as related to integration of complex systems to include data analysis and research. Qualifications shall include:

At least 3 years of professional experience in information technology including systems architecture, security, integration, and project management At least 60 hours of relevant professional education in the last three years

39. Business Analyst (high) - Provide comprehensive business analyst expertise and support such as for complex projects or analysis, or for program and project management on highly complex efforts. Qualifications shall include:

At least 10 years of professional experience including program and project management, data analysis, process improvement, and strategic planning At least 60 hours of relevant professional education in the last three years

40. Business Analyst (mid) - Provide business analyst experience and support such as for projects or analysis, or for program and project management. Qualifications shall include:

At least 5 years of professional experience including program and project management, data analysis, process improvement, and strategic planning At least 60 hours of relevant professional education in the last three years

41. Business Analyst (low) - Provide business analyst support such as for projects or analysis, or for program and project management. Qualifications shall include:

At least 2 years of professional experience including program and project management, data analysis, process improvement, and strategic planning At least 24 hours of relevant professional education in the last three years

42. Transportation SME (high) - Instruct NHI courses as the lead instructor or serve as a highly experienced Subject Matter Expert for course development. Qualifications shall include:

Professional Engineer certification Experience instructing technical transportation courses At least 15 years of professional experience in the transportation industry At least 60 hours of relevant professional education in the last three years

43. Transportation SME (mid) - Instruct NHI courses as a co-instructor or serves as an experienced Subject Matter Expert for course development. Qualifications shall include:

Professional Engineer certification Experience instructing technical transportation courses At least 10 years of professional experience in the transportation industry At least 60 hours of relevant professional education in the last three years

44. Transportation SME (low) - Instruct NHI courses as a junior instructor or serve as a junior Subject Matter Expert for course development. Qualifications shall include:

Professional Engineer certification preferred Experience instructing technical transportation courses At least 5 years of professional experience in the transportation industry At least 60 hours of relevant professional education in the last three years Proficiency in MS Word, Excel, PowerPoint, Outlook, Adobe Connect and

Microsoft SharePoint as described in detail later in this section

Technology Skills

Contractor staff needs to be capable in standard MS Office software including Word, PowerPoint, Excel and Outlook. In addition, uses Adobe Connect Web Conferencing software and Microsoft SharePoint collaboration software. FHWA will accept expertise in other Web Conferencing or collaboration software, with the understanding that team members must quickly become proficient in the tools that OTS and NHI use. Offerors technical approach should address this topic and how staff will remain continuously up-to-date on software packages. The list of skills below is fairly comprehensive, and is intended to serve as a guide of the types of skills that are required for the position. Each resume should specify whether the staff member has the Required or Advanced skills by software package (Word, PowerPoint, Excel, Outlook, Adobe Connect, and Microsoft SharePoint).

Example of chart in resume section for each staff member:

Software skills requirements include, but are not limited to:

Advanced or

Required MS Word Skills Required Check Spelling Required Convert or Print to Adobe Acrobat Required Copy Required Create a cover page Required Create, format, and modify tables Required Cut Required Find and Replace Required Format text Required Insert and format page numbers Required Insert and format tables Required Insert and format text box Required Insert and modify footer Required Insert and modify header Required Insert and modify Smart Art Required Insert captions and cross references Required Insert file Required Insert hyperlinks Required Insert line and page breaks Required Insert or Delete Comment Required Insert picture Required Mail merge Required Paste Required Paste Special Advanced Program macros

MS Office Advanced

MS PowerPoint Advanced

MS Excel Advanced

MS Outlook Advanced

Adobe Connect Experienced in using WebEx and Live Meeting at Advanced Level

SharePoint Required

Required Send file as email Required Set styles for document Required Turn off auto formatting Required Use keyboard shortcuts for frequently used commands Required Use Macros Required Use quick parts Required Use Table of Contents Required Use track changes: accept or reject edits Required Use track changes: suggest edits

MS PowerPoint Skills Required Add narration to slide Required Add slide with chosen layout Required Add timings for slide show Required Align items on the slide and compared to other items Required Arrange front and back Required Change slide orientation Required Check Spelling Required Convert to Adobe Acrobat Required Create and use templates Required Create handouts Required Cut Required Embed object Required Find and Replace Required Format text Required Format transitions Required Group Required Insert and format shapes Required Insert and format text box Required Insert and manipulate picture or clip art Required Insert and modify Smart Art Required Insert comment Required Insert date Required Insert footer Required Insert header Required Insert slide number Required Insert slides from another presentation Required Insert table from excel Required Loop show continuously Required Paste Required Paste special

Required Pointer option in slide show view Required Use track changes: accept or reject edits Required Use track changes: suggest edits Required Use and create master slides Required Use animation Required Use notes section

MS Excel Skills Required Align text Required Auto sum Required Change cell formats for different number types Required Check spelling Required Consolidate lists Required Convert to PDF Required Copy Advanced Create an array formula Advanced Create and use pivot tables Required Create Drop-Down Lists Required Create graphs Required Create new sheet Required Cut Required Delete row or column Required Delete sheet Required Filter Data Required Find and replace Required Format as a date Required Format as a number Required Format bulleted list Required Format tables Required Format text Required Freeze and Unfreeze Panes Required Group and Ungroup Required Hide or Unhide Required Insert and format text box Required Insert comment Required Insert hyperlinks Required Insert row or column Required Manipulate text to columns Required Merge cells Required Name a range Required Use track changes: accept or reject edits

Required Use track changes: suggest edits Required Paste data from another program Required Paste special, transpose Required Paste special, values Required Paste Special, with formatting Required Print set up Required Reference other sheets in formulas Required Remove duplicates Required Rename sheet Required Send file as email Required Set Print Area Required Show and hide detail Required Sort Advanced Trace dependents Advanced Trace precedents Required Use calculation options Required Use conditional formatting Required Use formula, average Required Use formula, count Required Use formula, sum Required Use functions Required Use Pivot Chart Advanced Use scenario manager Required Validate data Required Wrap text

MS Outlook Skills Required Add attendee to calendar invite without resending to everyone on list Required Apply rules to a different folder Required Archive folders Required Attach document Required Cancel appointment Required Check calendars for meeting conflicts Required Color code important messages Required Create and edit contacts Required Create and manage custom distribution lists Required Create and manage rules Required Create folders Required Create recurring calendar appointment Required Create signature block Required Delay delivery

Required Direct replies to someone else Required Edit recurring calendar appointment Required Find items larger than 1000 KB Required Format text Required Insert column to a folder view Required Insert quick part Required Manage Microsoft SharePoint alerts Required Propose time change Required Rename folders Required Search inbox and other folders Required Set "arrange by" rules Required Set auto preview screen Required Set up and manage RSS Feeds Required Share Calendar Required Show time as busy, free, etc.

Required Use Do Not Forward Required Use Out of Office Required Use track changes: accept or reject edits Required Use track changes: suggest edits Required Use time zones feature

Adobe Connect Skills Required Add a file to a room Required Create and manage pods Required Enter a meeting room Required Obtain access data Advanced Record a conference Required Schedule a large conference (101+) Required Share screen Required Use chat and private chat Required Use different views (Presenter, etc.)

Required Use and email note pods Required Use survey pods

Microsoft SharePoint Skills Advanced Add a web part to a page Required Add an event to a calendar Advanced Add choice columns to lists and libraries Advanced Add permissions for a group to a list or library Advanced Add permissions for a group to a site Required Add/manage alerts Required Ask/Respond to a question in a discussion

Required Assign a task based on active directory profile Required Check in/out a document Required Create a new version of a document Advanced Create a survey Advanced Create and manage a library Advanced Create…