RFP__DTFH61-15-R-00008_Planning_IDIQ_3.17.15.pdf

SOLICITATION OFFER AND AWARD , 1. THIS CONTRACT ISA RATED ORDER ~rATING IPAGE I OF PAGES

' UNDER DPAS (15 CFR 700) I 6R

2. CONTRACT NUMBER 3. SOLICITATION NUMBER 4. TYPE OF SOLICITATION 5. DATE ISSUED 6. REQUISITION/PURCHASE NUMBER

DTFH61-15-R-00008

?. ISSUED BY

ederal Hiohwa F ~ y Administration

CODE I HCFA-21

Office of Acquisition and Grants Management 1200 New Jersey Ave, SE Washington, DC 20590

0 SEALED BID (IFB)

3/ 17/20 15 6601-14104 !gj NEGOTIATED (RFP)

18. ADDRESS OFFER TO (If other than item 7)

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

9. Sealed offers in original and 1 copy and 6 COs copies for furnishings 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 1200 New Jersey Ave SE, E65-101 , Washington, DC 20590 until 1:00 PM local time 4/17/2015 (Hour) ---("'Da.,..,te-:-:)---

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

10. FOR

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

INFORMATION V'-REACODE INUMBER I EXTENSION

CALL: Jean L. Mann 202 366-4201 Jean.Mann@dot.gov

11. TABLE OF CONTENTS

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

PART I - THE SCHEDULE PART II - CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM I X I CONTRACT CLAUSES 19

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

X c DESCRIPTION/SPECS./WORK STATEMENT 1 X J LIST OF ATTACHMENTS

X D PACKAGING AND MARKING 14 PART IV- REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE 15 X REPRESENTATIONS, CERTIFICATIONS AND OTHER

K

X F DELIVERIES OR PERFORMANCE I n STATEMENTS OF OFFERORS

X G CONTRACT ADMINISTRATION DATA I R X L INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

X H SPECIAL CONTRACT REQUIREMENTS 25 X M EVALUATION FACTORS FOR AWARD

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 _..:.1..::::8..::::0 ______ 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 set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT ~ 10 CALENDAR DAYS (%)120 CALENDAR DAYS (%) 30 CALENDAR DAYS(%) I CALENDAR DAYS(%)

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

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):

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

15A. NAME AND (Type or print)

ADDRESS

OF OFFER-

OR

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE ADDRESS IS

17. SIGNATURE

AREA CODE I NUMBER I EXTENSION D DIFFERENT FROM ABOVE - ENTER SUCH

ADDRESS IN SCHEDULE.

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 120. AMOUNT

22. AUTHORITY FOR USING OTHER THAN FULL OPEN COMPETITION:

0 10 U.S.C. 2304 (c) D 41 U.S.C. 3304(a) (

24. ADMINISTERED BY (If other than Item 7)

26. NAME OF CONTRACTING OFFICER (Type or print)

21 . ACCOUNTING AND APPROPRIATION

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

(4 copies unless otherwise specified)

25. PAYMENT WILL BE MADE BY

27. UNITED STATES OF AMERICA

(Signature of Contracting Officer)

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

18. OFFER DATE

~l iTEM

CODE I

28. AWARD DATE

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 612014)

Prescribed by GSA- FAR (48 CFR) 53.21 4 (c) jean.mann Highlight jean.mann Highlight jean.mann Highlight jean.mann Highlight

DTFH61-15-R-00008

SECTION B - Supplies or Services/Prices

B. 1 ID/IQ MINIMUM AND MAXIMUM CONTRACT AMOUNTS

This is an Indefinite Delivery/Indefinite Quantity Contract utilizing Firm-Fixed Price (FFP) and Time and Materials (T&M)/Labor Hour task orders in accordance with FAR 16.500.

During the term of the contract, the Government shall place orders totaling a minimum of $25,000.00. The maximum amount of all task orders issued against all contracts awarded as a result of this acquisition shall not exceed a ceiling of $10,000,000.00.

B.2 SCHEDULE OF RATES

Labor skill sets and rate ceilings governing this contract shall conform to the descriptions herein and be listed in the Microsoft Excel format found at Section J and apply for each of the described categories for each of the contract year(s). The unit of issue (rates) is the fully burdened fixed price hourly rate.

SECTION C - Description/Specifications

C.1 CONTRACT SCOPE

This contract provides the Federal Highway Administration (FHWA) and its U.S. Department of Transportation partners the flexibility to address a number of work areas. The contractor shall provide a series of services as needed in a variety of transportation topics to support the Federal transportation planning program and process. Potential activities include: program support, website development, workshops and conference support, peer reviews, domestic scans, training and technical assistance, presentation and publications development, conference organization, and symposia. The Contractor shall organize resources and experiences to answer sophisticated research questions that will often be multifaceted and sometimes contentious in nature and provide a broad range of support functions in several task areas. The anticipated research program task areas include:

A. Safety, Security, and Congestion Planning B. Scenario Planning and Visualization C. Livability, Sustainability, and Ladders of Opportunities D. Performance-based Planning and Programming E. Freight, Multi-jurisdictional, and Megaregion Planning F. Economic Development and Planning for Healthy Communities G. State, Metropolitan, Rural, and Tribal Planning Capacity Building H. National/International Planning Tools I. Planning and Environmental Linkages J. Travel Data and Analysis

The contractor shall furnish all necessary labor, materials, facilities, and supervision to perform all technical, non-personal services necessary to provide Planning and Programming support to the Federal Highway Administration (FHWA) Office of Planning and Environment.

C.2 OBJECTIVE

The objective of this requirement is to obtain support and services in response to transportation planning requirements and priorities:

(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.3 GENERAL REQUIREMENTS

(1) The Contractor shall provide professional expertise and sophisticated data gathering and analysis capability.

(2) Contractor shall provide objective assessments of issues within a sometimes politically charged environment. The contractor shall deliver completed research products, with full quality assurance and appropriate fact checking, with minimum FHWA involvement. The contractor shall provide knowledge and expertise in the principles and practice of the social, economic, and environmental analysis and the planning and project development processes.

(3) Contractor shall provide expertise in the statewide and metropolitan transportation planning process, the required documents (i.e., long range plan, transportation improvement program, and public participation plan), consultation requirements, procedures and best practices, etc. This includes the requirements found under the relevant transportation legislation (i.e. Moving Ahead for Progress in the 21st Century hereafter MAP-21). This also includes, where appropriate, linkages to FHWA initiatives such as Every Day Counts (EDC) and the Second Strategic Highway Research Program (SHRP2).

(4) Contractor shall provide application experience in general transport modeling and simulation methods including: quick response methods; trip, tour, and activity-based demand models; static highway and transit assignment; dynamic traffic and transit assignment; and highway and transit simulation.

(5) Contractor shall provide expertise in applications and issues related to linking mobile source emissions models and travel demand forecasting and traffic simulation models.

Emissions models may include Environmental Protection Agency’s (EPA) Motor Vehicle Emission Simulator (MOVES) model and California’s EMFAC model.

(6) Stakeholder involvement is a key element in determining target audience needs and identifying the roles and responsibilities in the transportation planning process. The contractor shall work with the appropriate stakeholder(s) to support the varying efforts for this contract as required. Such stakeholders may include but are not limited to:

American Association of State Highway and Transportation Officials (AASHTO), Association of Metropolitan Planning Organizations (AMPO), National Association of Regional Councils (NARC), National Association of Development Organizations (NADO), Transportation Research Board (TRB), National Association of Counties (NACO), American Public Transportation Association (APTA), Community Transportation Association of America (CTAA), Surface Transportation Policy Partnership (STPP), Local Technical Assistance Program (LTAP), Tribal Technical Assistance Program (TTAP), and Utilities and Transportation Council (UTC).

(7) Contractor shall provide advanced computer expertise and government publication requirement expertise.

(8) All web-related deliverables shall meet U.S. Government, U.S. Department of Transportation, Federal Highway Administration, and Planning, Environment, and Realty web standards and requirements. These standards and requirements are dated August 26, 2008 furnished separately but as part of this statement of work.

C.4 DETAILED TASK REQUIREMENTS

TASK AREAS

The Contractor shall perform in accordance with issued task orders. Task order requirements will be in the following areas:

TASK AREA A: SAFETY, SECURITY, AND CONGESTION PLANNING

This task area incorporates activities related to developing and improving data collection methods that respond to the needs of planning and safety decision making processes, raising awareness of the requirement of addressing security, and strengthening the linkage between transportation systems management and operations within the statewide and metropolitan planning processes to building institutional capacity and be integrated into the decision-making process.

Potential activities include:

Collecting and disseminating noteworthy practices for strengthening the state-of-the-practice and addressing federal program requirements;

Facilitating communication among and between transportation planning agencies/practitioners and State, regional, and local governments;

Developing and delivering training, workshops, and technical assistance;

Establishing and building relationships between transportation planning agencies/practitioners and State, regional, and local governments;

Developing tools, techniques, training and procedures for improved transportation safety planning;

Developing white papers on topics such as linkage of safety planning, operations and NEPA, and safety performance measures;

Developing white papers on topics such as climate change adaptation and linkage of transportation planning and hazard mitigation planning; and

Developing and marketing improved and/or new analytical tools, techniques, methods, and procedures that address transportation systems management and operations strategies in transportation planning and programming processes, products, and decisions;

Leverage and connect to existing SHRP2 and EDC efforts to advance more robust planning methods.

TASK AREA B: SCENARIO PLANNING AND VISUALIZATION

This task area supports the continued need to create new methods in public involvement techniques and practices and shall highlight the importance in having a more involved public in the planning process at the state, local and tribal levels. Furthermore, scenario planning is now an encouraged process under MAP-21 with new techniques and processes continually emerging, especially in the areas of research, tools, and techniques.

Potential activities include:

Improving visioning, sketch planning and scenario planning approaches and associated tools to better inform the planning process and decision makers on the real consequences, implications and demonstrate the interconnectedness of activities;

Leverage and connect to existing SHRP2 and EDC efforts to advance more robust planning methods;

Supporting FHWA in developing new visualization techniques to apply to transportation planning in which stakeholders from State DOTs, MPOs, and other interested parties benefit from knowing how to effectively apply visualization tools;

Supporting FHWA in developing new public involvement techniques and communication strategies among transportation practitioners, decision-makers, and the general public;

Documenting the effects of social media participation in the public involvement process;

Identifying effective evaluation strategies to measure the effectiveness of Public

Participation Plans and Public Involvement Plans;

Using Scenario Planning for new topic areas such as freight planning, operations, and climate change.

TASK AREA C: LIVABILITY, SUSTAINABILITY, AND LADDERS OF

OPPORTUNITY

This task area supports the need for FHWA to seek and expand the knowledge of creating livable and sustainable communities. Additionally, FHWA looks to develop and improve analytical methods which respond to the needs of underserved populations and help agencies build their institutional capacity to develop and deliver opportunities that support the goal of providing transportation services to help underserved populations access to jobs and other essential services.

Potential activities include:

Identifying strategies, best practices, case studies, and toolkits for developing seamless pedestrian and bicycle networks for livable communities at the local, regional, state, and tribal levels;

Supporting the efforts of the Partnership for Sustainable Communities;

Examining the growing connections between planning and implementing non-motorized transportation projects and systems (i.e., “active transportation”) and public health issues, policies, and goals;

Developing white papers and additional research on climate adaptation and mitigation best practices for transportation sustainability;

Analyzing and document sustainability practices;

Providing outreach and technical assistance to FHWA stakeholders, such as state departments of transportation and metropolitan planning organizations, on sustainability issues (including the use FHWA’s sustainability self-assessment tool, INVEST);

Examining the planning connections for the implementation and deployment of alternative fuel vehicles and associated infrastructure such as electric vehicle charging stations;

Developing tools, techniques, procedures; providing incentives for communities looking to advance persons of underserved communities;

Delivering training and technical assistance;

Conducting a peer exchange program on planning issues; in coordination with HEPP’S

Transportation Planning Capacity Building (TPCB) Program; and Developing training materials and identifying notable practices for use by States and

MPOs for advancing Ladders of Opportunities.

Leverage and connect to existing SHRP2 and EDC efforts to advance more robust planning methods.

TASK AREA D: PERFORMANCE BASED PLANNING AND PROGRAMMING

This task areas looks to advance and develop a broader understanding of the benefits of performance-based planning and programming and performance management to create a transparent transportation planning process that can be demonstrated through data and analysis and reveal how the transportation system is performing as a result of the investments made.

Potential activities include:

Collecting and disseminating noteworthy practices and guidance documents for strengthening the state-of-the-practice and addressing federal program requirements;

Identifying data and analytical needs;

Facilitating communication among and between transportation planning agencies/practitioners and State, regional, and local governments;

Developing and delivering training, workshops, and technical assistance;

Establishing and building relationships between transportation planning agencies/practitioners and State, regional, and local governments; and

Developing and delivering training, webinars, workshops, and technical assistance (virtual and live);

TASK AREA E: FREIGHT, MULTIJURISDICTIONAL, AND MEGAREGION

PLANNING

This task area supports the need to develop, improve, and strengthen analytical methods and linkages between freight issues and the considerations for statewide and metropolitan transportation planning, programming, and decision-making processes. It also looks to advance the state of practice in basic and advanced multijurisdictional planning and build off experiences in the development and implementation of a megaregional planning framework for multi-jurisdictional cross disciplinary planning.

Potential activities include:

Developing tools, techniques, procedures; providing incentives for exemplary practice;

Delivering training, technical assistance, and identifying notable practices for use by

State DOTs and MPOs looking to advance these concepts in their regions;

Identifying analytical needs, conducting basic research, and collecting and disseminating noteworthy practices for strengthening the state-of-the-practice;

Developing and delivering training, workshops, and technical assistance;

Facilitating communication among and between the public and private sectors;

Identify processes which State DOTs and MPOs can use to develop regional performance measures and targets;

TASK AREA F: ECONOMIC DEVELOPMENT AND PLANNING FOR HEALTHY

COMMUNITIES

This task area looks to identify the effects of regional and local impacts of transportation investments on various economic indicators and how those indicators are considered in the planning process and project selection process. Additionally, we look to expand the knowledge of creating healthy, livable, and sustainable communities to help identify how regional and local areas are addressing health in transportation including children, seniors and citizens of low income.

Potential activities include:

Conducting peer exchanges with FHWA and other agencies such as CDC on the topic;

Supporting the work of the Health in Transportation Workgroup which includes outreach for the new health tools;

Identifying analytical needs, conducting basic research, and collecting and disseminating noteworthy practices for strengthening the state-of-the-practice;

Developing tools, techniques, and procedures;

Developing and delivering training, workshops, and technical assistance;

Facilitating communication among and between the public and private sectors.

Leverage and connect to existing SHRP2 and EDC efforts to advance more robust planning methods;

Understand and connect to the state of the practice on topics such as agricultural distribution and food planning to better enable more robust rural/non-metropolitan planning efforts.

TASK AREA G: STATE, METROPOLITAN, RURAL, AND TRIBAL PLANNING

CAPACITY BUILDING

This task area looks to provide assistance to decision makers, transportation officials, and staff to resolve the increasingly complex issues faced when addressing transportation needs in their communities. This area is targeted to: (1) Provide background information for state, metropolitan, rural, and tribal transportation officials to enhance their understanding of the transportation planning process (statewide, metropolitan, and nonmetropolitan), their role within the process, and its relationship to community and societal goals; (2) Strengthen transportation planning staff skills in the areas of consensus building, understanding policy guidance, and grasping the technical elements of their job; (3) Assist transportation planning agencies in developing public participation plans that are comprehensive and inclusive; and (4) Ensure the transportation planning process is open to all regardless of race, color, national origin, or income.

Potential activities include:

Developing tools, techniques, procedures; providing incentives for exemplary practices;

Delivering training and technical assistance;

Conducting peer exchanges on planning issues (in coordination with HEPP’s TPCB

Program);

Developing training materials and identifying notable practices for use by state, metropolitan, rural, and tribal;

Documenting and deploying interdisciplinary/interagency approaches for addressing human and natural environment; issues and interests in transportation planning processes;

integrated planning; and performance based planning;

Developing procedures to support a link between planning-level greenhouse gas analyses and project-level decision making;.

Developing improved tools, techniques and procedures for incorporating visualization in planning and for increasing public involvement in the transportation planning process;

Improving data collection, monitoring, and analysis tools that assess the needs of, and analyze the potential impacts on minority, low-income and other populations;.

TASK AREA H: NATIONAL/INTERNATIONAL PLANNING TOOLS

This task area looks to provide support to U.S. and Canada and U.S. and Mexico border planning.

U.S. and Canada and U.S. and Mexico Border Planning

This subtask area looks to conduct research that will help enable safe, secure, and efficient movement of people and goods across the border and though the binational border area while enhancing the community and the environment. Cooperative research activities will be undertaken with the 15 border and other States, MPOs, U.S. Federal Agencies and local, provincial/state and Federal Governments in Mexico and Canada via the U.S./Mexico Joint Working Committee on Transportation Planning and Programming (JWC), the U.S./Canada Transportation Border Working Group,(TBWG) and the Freight Planning and Logistics Committee (FPLC).

Potential activities include:

Developing and testing architecture for border transportation information flows;

Developing binational innovative financing mechanisms for border-related improvement;

Identifying and assessing infrastructure needs and analyzing their impact on the binational transportation system;

Developing binational Geographical Information Systems tools and applications to enhance binational planning, assessing methods to improve and speed information exchange and environmental assessment;

Exploring development of enhanced modeling techniques to improve border and bi-national decision-making;

Developing binational border transportation performance measures;

Developing tools to ease congestion at land-ports-of-entry;

Supporting research efforts of the JWC and the TBWG;.

planning methods

National Security Defense, Interstate Planning and North American Planning

This subtask area looks to: (1) Advance research that provides analysis and assessments of the National Highway System (e.g., Interstate, STRAHNET, National Truck network intermodal connectors) for planning and environmental decision making; (2) Facilitate rural economic development related research activities required under MAP-21; (3) Support the analysis of the North American Transportation System and support common planning efforts between the three countries; (4) Support the national research community (e.g., TRB committees, see below for examples; and (5) Support FHWA information needs regarding the extent and nature of state economic development programs.

Potential activities include:

Updating the digital mapping of the NHS components;

Updating databases used for research;

Creating content for research related websites;

Providing information for TRB economic development committee, military transportation committee, critical transportation infrastructure protection committee, freight planning and logistics committee, international trade and transportation committee activities (e.g., national research meetings);

Providing information for research related activities of other organizations such as the NCHRP, the Delta Regional Authority, and corridor coalition and regional organizations;

Providing support to interstate and corridor planning and research (including intrastate, interstate and international transportation and trade corridors).

TASK AREA I: PLANNING AND ENVIRONMENTAL LINKAGES (PEL)

This task area supports the methodology for the implementation of PEL as a collaborative and integrated approach to transportation decision-making that considers environmental, community, and economic goals early in the transportation planning process and uses the information, analyses, and products developed in planning to inform the environmental review process.

Potential activities include:

Improving early coordination of Planning and NEPA;

Using PEL for better program and project decisions;

Improving early consideration of environmental impacts;

Incorporating planning goals, objectives, performance measures, and targets;

Improving transportation planning and environmental review processes (potentially minimizing duplication).

Leverage and connect to existing SHRP2 and EDC efforts to advance more robust planning methods.

TASK AREA J: TRAVEL DATA AND ANALYSIS

This task area incorporates activities related to planning data, modeling, simulation, and analysis.

This requires skills in applied informatics for understanding populations, commerce, government, the built environment, and the natural environment.

Potential activities include:

Identifying research needs to advance data, modeling, and Geographical Information Systems (GIS) practices that support transportation decision-making;

Identifying emerging demographic, economic, and technology trends that affect transportation outcomes;

Developing research on conceptual models of urban systems, traveler behavior, and choice models;

Developing applied research in survey methods and data integration;

Developing tools, techniques and procedures for evaluating scenario outcomes including safety, mobility, reliability, accessibility, energy, and emissions;

Supporting the critical review of research products and model applications;

Conducting workshops, webinars, presentations, and other activities to make agencies aware of innovative modeling techniques and build practical capacity in planning agencies;

Developing, deploying, and supporting web-based mapping applications such as http://hepgis.fhwa.dot.gov/ ;

Identifying effective business models and public-private partnerships to support enhanced GIS in transportation;

Working with TRB, ITE, and AASHTO committees, AMPO, NARC, and other stakeholders to achieve project goals;.

C.5 CONTRACT LEVEL DELIVERABLES

C.5.1 ID/IQ PROGRESS REPORTS

The Contractor shall submit a monthly progress report by the 10th of the month following the reporting period. The report shall provide at a minimum:

(a) Clear and complete account of the work performed under each task order during the reporting period.

(b) An outline of the work to be accomplished during the next reporting period.

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

(d) A tabulation of the planned, actual and cumulative person-hours expended by the personnel identified in each task order (applies to Time & Material task orders only).

(e) A chart showing current and cumulative expenditures versus planned expenditures for each task order (applies to Time & Material task orders only).

C.5.2 ANNUAL REPORT

The contractor shall furnish 1 electronic copy (in Microsoft Office 2010 or equivalent) of a letter-type annual report to the Contracting Officer and to the Contracting Officer’s Representative on or before 30 calendar days before the end of each contract year. The annual report shall contain the following:

(a) A brief narrative commenting on performance during the reporting period for each of the following areas:

(1) Quality of Product/Service

(2) Schedule

(3) Cost Control

(4) Business Relations

(5) Management of Key Personnel

(6) Utilization of Small Businesses

(7) Other

The annual report will be used by the COR as part of the annual past performance review.

C.5.3 TECHNICAL REPORT SPECIFICATIONS

As required by Task Orders, Technical Reports shall be prepared in accordance with the “Guidelines for Preparing Federal Highway Administration Publications.” Specifically, the contractor shall provide the government 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.

An electronic version of the report (files in Quark Express, or Adobe products) with GPO Form 952 OR a printed version of the report; a camera-ready copy (a publication term) shall be provided.

Unless specified otherwise, technical reports under this contract shall be prepared in accordance with the Section 508 of the Rehabilitation Act. Available at http://www.accessboard.gov/508.htm and the Federal IT Accessibility Initiative (Home Page) (http://section508.gov/) for detailed information.

SECTION D - Packaging and Marking

D.1 PACKAGING

Preservation, packing, and packaging of items for shipment shall be in accordance with best commercial practices and adequate for acceptance by common carrier for safe transportation at the most economical rates.

D.2 SHIPMENT AND MARKING

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

D.3 F.O.B. POINT

The F.O.B. point for any hard copy submittals and delivered items, unless otherwise directed by the Government shall be:

Federal Highway Administration Office of Planning and Environment 1200 New Jersey Ave, SE Washington, DC 20590 Attn: COR will be designated by letter at award

SECTION E - Inspection and Acceptance

E.1 CLAUSES INCORPORATED BY REFERENCE

52.246-4 INSPECTION OF SERVICES - FIXED-PRICE. (AUG 1996)

52.246-6 INSPECTION - TIME-AND-MATERIAL AND LABOR-HOUR. (MAY 2001)

E.2 ACCEPTANCE

Certification by the Government of satisfactory services provided is contingent upon the Contractor performing in accordance with the terms and conditions of the contract, any task orders issued, and all amendments/modifications. Acceptance of the final deliverables shall be made in writing by the Contracting Officer's Representative.

E.3 GOVERNMENT ACCEPTANCE PERIOD

Unless stated elsewhere in each task order, the Federal Highway Administration (FHWA) will have 30 calendar days to review draft deliverables and make comments. The Contractor shall have five (5) calendar days to make corrections and return the corrected deliverable to the government. Upon receipt of the final deliverables, the FHWA will have 10 workdays for final review prior to acceptance or providing documented reasons for non-acceptance. When the Government fails to complete review within the review period, the deliverable will be deemed acceptable.

SECTION F - Deliveries or Performance

F.1 CLAUSES INCORPORATED BY REFERENCE

52.242-15 STOP-WORK ORDER. (AUG 1989)

52.242-17 GOVERNMENT DELAY OF WORK. (APR 1984)

52.247-34 F.O.B. DESTINATION. (NOV 1991)

F.2 PERIOD OF PERFORMANCE

The period of performance under this contract (for the purposes of placing orders) is five (5) years from the effective date of the contract. Task orders may be issued up to the final day of the contract period of performance provided that the task order can be completed in accordance with (IAW) FAR 52.216.22. There are no option periods under the contract. Options may be used for task order performance.

F.3 METHOD OF DELIVERY

Electronic copies shall be delivered using Microsoft (MS) Office suite of tools (for example, MS WORD, MS EXCEL, MS POWERPOINT, MS PROJECT, or MS ACCESS format) version 2010 or later, unless otherwise specified by the COR. Electronic submission shall be made via email, unless otherwise agreed to by the Contracting Officer’s Representative (COR).

F.4 DELIVERABLE/DELIVERY SUMMARY (IDIQ)

Task order deliverables will be specified in each task order.

Contract Deliverables Due Format C.5.1 Progress Reports 10th of each Month Electronic, MS Word, Excel, PP or

PDF

C.5.2 Annual Report Annually (same as above)

F.5 PLACE OF DELIVERY

All deliverables, except the annual and monthly progress report shall be delivered to the Contracting Officers Representative via email at the following address:

[To be determined at task order award]

The annual and monthly progress reports shall be delivered to COR and Contract Specialist at the following address:

[Fill-in Name and Title at Award] [Fill-in E-mail Address at Award]

F.6 PLACE OF PERFORMANCE (TASK ORDER SPECIFIC)

The location of work performed under this contract will be specified in each task order.

SECTION G - Contract Administration Data

G.1 CONTRACT ADMINISTRATION DATA

The Contractor shall provide sufficient management to ensure that this contract is performed efficiently, accurately, on time, and in compliance with the requirements of this document.

Specifically, the Contractor shall designate a single manager to oversee this contract and supervise staff assigned to this contract.

G.2 CONTRACTING OFFICER’S AUTHORITY

The Contracting Officer is the only person authorized to make or approve any changes in any of the requirements of this contract, and, notwithstanding any provisions contained elsewhere in this contract, the said authority remains solely in the Contracting Officer. In the event the contractor makes any changes at the direction of any person other than the Contracting Officer, the change will be considered to have been made without authority and no adjustment will be made in the contract terms and conditions, including price.

Contracting Officer’s Address:

Department of Transportation Federal Highway Administration 1200 New Jersey Avenue, SE Room: E65-101 – Mail Code: HCFA-21 Washington, DC 20590

G.3 CONTRACTING OFFICER’S REPRESENTATIVE (COR)

(a) The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work delivered under this contract.

(b) The Contracting Officer shall designate a Contracting Officer’s Representative (COR) by written notice to the Contractor. The COR’s responsibilities shall include technical monitoring of the Contractor’s performance and inspecting and accepting deliveries under the contract.

The COR shall be appointed in writing, at which time ALL of the responsibilities of the COR shall be detailed, and a copy of the appointment memorandum shall be furnished to the Contractor. Any changes to the COR delegation shall be made in writing, either by changes to the existing memorandum, or by issuance of a new appointment memorandum. Copies of any changes shall be provided to the Contractor.

(c) The COR is not authorized to perform, formally or informally, any of the following actions:

(1) Promise, award, agree to award, or execute any contract, contract modification, or notice of intent that changes or may change this contract;

(2) Waive or agree to any modification of the delivery schedule;

(3) Make any final decision on any contract matter subject to the Disputes Clause;

(4) Terminate, for any reason, the Contractor’s right to proceed, or issue any order causing the Contractor to stop work; or

(5) Obligate in any way, the payment of money by the Government.

(d) The Contractor shall comply with the written or oral direction of the Contracting Officer or authorized representative(s) acting within the scope and authority of the appointment memorandum. The Contractor need not proceed with direction that it considers to have been issued without proper authority. The Contractor shall notify the Contracting Officer in writing, with as much detail as possible, when the COR has taken an action or has issued direction (written or oral) that the Contractor considers to exceed the COR’s appointment, within 3 days of the occurrence. Unless otherwise provided in this contract, the Contractor assumes all costs, risks, liabilities, and consequences of performing any work it is directed to perform that falls within any of the categories defined in paragraph (c) prior to receipt of the Contracting Officer’s response issued under paragraph (e) of this clause.

(e) The Contracting Officer shall respond in writing within 30 days to any notice made under paragraph (d) of this clause. A failure of the parties to agree upon the nature of a direction, or upon the contract action to be taken with respect thereto, shall be subject to the provisions of the Disputes clause of this contract.

(f) The Contractor shall provide copies of all correspondence to the Contracting Officer and the

COR.

(g) Any action(s) taken by the Contractor, in response to any direction given by any person acting on behalf of the Government or any Government official other than the Contracting Officer or the COR acting within his or her appointment, shall be at the Contractor’s risk.

G.4 PAYMENT- (IDIQ)

For each firm-fixed price task order, the Government shall pay the contractor for the prices delineated in each task order. Proportional payments may be made based on an established Milestone Payment Schedule for work performed and accepted. Payment shall be made upon review and written acceptance of the firm-fixed price deliverable(s) by the Government.

For each time and material task order, the Contractor may request payment on a monthly basis for work performed during the preceding reporting period. The Contractor shall provide sufficient detail, including fully burdened labor rates and hours worked, to support the invoice.

See FAR 52.232-7 Payments Under Time-and-Material and Labor-Hour Contracts.

The Contractor shall not accrue costs in excess of the amount funded under a time and material task order. Any work performed in excess of the amount funded is at the Contractor’s own risk.

G.5 NOTIFICATION OF EXPENDITURE OF FUNDS

The Contractor shall notify the Contract Specialist and COR in writing, within five (5) calendar days, when costs incurred exceed 75% of the obligated funds.

G.6 TRAVEL AND PER DIEM

Travel (other than local) may be expected to occur throughout the duration of the contract. The COR will issue the written request for travel if required (excluding local travel).

The Contractor shall invoice in accordance with FAR 31.205-46, Travel Costs, and Federal Travel Regulations, and must submit documentation of all travel costs.

Travel requirements under this contract shall be met using the most economical form of transportation available. All travel shall be scheduled sufficiently in advance to take advantage of offered discount rates, unless authorized by the Contracting Officer.

The following web site provides information on current Per Diem rates:

http://www.gsa.gov/portal/category/100120

G.7 SUBCONTRACTS – ADVANCE NOTIFICATION AND CONSENT

Under this contract, the requirement of FAR 44.2, Consent to Subcontracts, has been fulfilled for the following subcontracts:

(a) [APPROVEDSUBCONTRACTORNAME] Any future change or revision to the Statement of Work or other applicable aspects of this contract shall include the subcontract(s) only to the extent that performance of the subcontract(s) is directly affected by the change or revision.

G.8 INVOICES

Submit all invoices to one of the following invoice addresses:

All invoices and required supporting documents shall be sent via e-mail to the following e-mail address: 9-AMC-AMZ-FHWA-Invoices@faa.gov.

(a) Include the invoice as an attached PDF document

(b) Include in the e-mail subject line the following:

(1) Invoice No.

(2) Contract Number

(3) Name of your Company/Organization

(4) Attention: Contract Specialist

Example: Invoice No. 35 – DTFH6114D00033 – Contractor Name – Attention: Contract Specialist

If the invoice and supporting documents exceed 8 MB as an e-mail attachment, the Contractor must select one of the other submission options presented below:

Invoices submitted via an overnight service must use the following physical address:

MMAC

FHWA/AMZ-150

6500 S. MacArthur Blvd Oklahoma City, OK 73169 Attention: Contract Specialist Express Delivery Point of Contact: Ryan Wisniewski, 405-954-8252

Invoices may be submitted via regular U.S. Postal Service to the following address:

Federal Highway Administration Markview Processing P.O. Box 268865 Oklahoma City OK 73126-8865 Attention: Contract Specialist

An invoice submitted to an address other than those identified will be returned to the vendor as non-conforming.

G.9 TECHNICAL DIRECTION

Performance of the work under this contract is subject to the Technical Direction of the COR.

The term “Technical Direction” is defined to include, without limitation, the following:

(a) Direction to the Contractor which redirects the efforts, shifts work emphasis between work areas, requires pursuit of certain lines of inquiry, fills in details or otherwise serves to accomplish the statement of work;

(b) Provision of information to the Contractor that assists in the interpretation of drawings, specifications or technical portions of the work description; and,

(c) Review and approval/rejection of technical reports, drawings, specifications and technical information to be delivered by the Contractor.

All Technical Direction must be within the general scope of work stated in the contract. The COR does not have the authority to and may not issue any Technical Direction that:

(a) constitutes an assignment of additional work outside the general scope of the base contract;

(b) constitutes a change as defines in the base contract clause entitled “Changes”;

(c) in any manner causes an increase or decrease in prices set forth in Section B; or

(d) changes any of the expressed terms, conditions or specifications of the contract.

All Technical Direction must be issued in writing, or shall be confirmed in writing by the COR within 3 working days after issuance. The Contractor shall proceed promptly with the performance of duly issued Technical Directions. However, if in the opinion of the Contractor, the direction issued but the COR is within one of the prescribed categories in (i) through (vi) above, the Contractor shall not proceed, but shall notify the Contracting Officer in writing, within 3 working days after receipt of any such direction. The Contracting Officer will determine if the Technical Direction is proper, or if a contract modification would be required to properly implement the direction. Failure of the parties to agree upon the nature of the direction or upon the contract action to be taken with respect thereto shall be subject to the clause included in Section I entitled “Disputes.”

G.10 CONTRACTOR SUPERVISION

The contractor shall provide total supervision of its staff. Government personnel are not authorized or permitted to supervise any contractor personnel. The contractor's Project Manager for this contract shall communicate with the COR to determine the Government's work requirements as set forth in the Statement of Work and shall assure that these requirements are fulfilled.

G.11 AGENCY TASK ORDER OMBUDSMAN

The Contracting Officer’s selection decision on each Task Order request shall be final and is not subject to protest, except for a protest that the Task Order increases the scope, period, or maximum value of the contract. Accordingly, in accordance with FAR 16.505 (b) (5), an ombudsman has been appointed to hear and facilitate the resolution of contractor’s concerns resulting from task order award. The existence of the ombudsman does not diminish the authority of the Contracting Officer. Further, the ombudsman does not participate in the evaluation of the proposals or the adjudication of formal contract disputes. Therefore, before consulting with the ombudsman, interested parties must first address their concerns, issues, disagreements and/or recommendations to the Contracting Officer for resolution.

If the Contracting Officer cannot make resolution, interested parties may contact the FHWA ombudsman at the following address:

United States Department of Transportation Federal Highway Administration 1200 New Jersey Avenue, SE Washington, DC 20590 Location: E65-101 Attention: Ombudsman

G.12 TASK ORDER PROCEDURE

All funds expended under this contract shall be incurred and accounted for under individual task orders. All task orders (TOs) are subject to the terms and conditions of this contract.

The following ordering procedures apply to all task orders issued under this contract. All task orders under this contract will be competed unless a special exception to competition applies.

Any supplies/services to be furnished under this contract will be ordered by issuance of written TOs. TOs shall be issued in accordance with FAR 52.216-18, 52.216-19, and 52.216-22 (See Section I). In addition:

(a) Only an authorized FHWA Contracting Officer can issue a task order for this contract.

(b) All task orders are subject to the terms and conditions of the contract. In the event of conflict between a task order and the contract, the contract will take precedence.

(c) All costs associated with preparation, presentation, and/or discussion of the Contractor’s task order proposal shall not be billable as direct contract expenses.

(d) The Contracting Officer will issue Task Order Proposal Requests (TOPRs) electronically to each IDIQ Contractor awardee in accordance with Fair Opportunity to Compete clause, as requirements are identified. Each TOPR will indicate the Task Order type, the due date for proposal submission, any Government estimates for equipment and/or travel, any special requirements, and the selection criteria.

(e) Upon receipt of a TOPR, the Contractor shall prepare and submit a written task order proposal within the timeframe specified for submission. The task order proposal shall be in accordance with the instructions of the TOPR.

(f) Upon selection/acceptance of a task order proposal, the Contracting Officer shall execute a task order. This task order will contain, as a minimum, the following information:

(i) Name and signature of Contracting Officer

(ii) Task Order Number and Contract Number

(iii) Effective Date of Task Order

(iv) Task Order subject and description of Work (including deliverables/schedule)

(v) Period of Performance

(vi) Total Amount of Task Order

(vii) Accounting Data

(viii) Reporting Requirements

(ix) Work Plan

(x) Key Personnel

G.13 ON-SITE DUTY HOURS

Working hours shall generally be from 8:00 a.m. to 4:30 p.m. EST, including lunch, Monday through Friday, exclusive of legal holidays, unless otherwise requested or approved by the COR.

G.14 FEDERAL HOLIDAYS AND CLOSURES

The FHWA offices are closed for the following Federal holidays and occasionally during other designated periods. Contractors who work at FHWA or other Government facilities will not be able to perform activities onsite on these days or during those periods designated for closure:

New Year’s Day Labor Day Martin Luther King Jr.’s Birthday Columbus Day Washington’s Birthday Veteran’s Day Memorial Day Thanksgiving Day Independence Day Christmas Day

When any such holiday falls on a Saturday, the preceding Friday is observed; when any such holiday falls on Sunday, the following Monday is observed.

Government closures may occur during the contract performance period as a result of Executive Order, Office of Personnel Management direction or other form of Federal proclamation. These closures are often due to inclement weather, potentially hazardous conditions or other special circumstances.