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Visitor Interpretive Experience Plans (VIEP) - Ar
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F17PS00751
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Performance Work Statement May 23, 2017 Visitor Interpretive Experience Plans (VIEP) - Aransas National Wildlife Refuge; and Laguna Atascosa National Wildlife Refuge Introduction Completion of the following planning documents for the U.S. Fish and Wildlife Service (Service):

· Visitor Interpretive Experience Plan for Aransas (ANWR) National Wildlife Refuge, Austwell, Texas; and

· Visitor Interpretive Experience Plan for Laguna Atascosa National Wildlife Refuge (LANWR), Los Fresnos, Texas.

These planning documents will be based on the Visitor Services Planning template (605 FW 1, Exhibit 1). Although primary emphasis is on the ‘Big 6’ Wildlife Dependent Recreational Uses (hunting, fishing, environmental education, interpretation, wildlife observation and wildlife photography), the document shall address the other recreational uses identified in the template as appropriate.

At ANWR, the intent of the VIEP is to provide clear direction and identify specific actions that will enable the refuge to provide a high quality visitor experience to a diverse audience (including but not limited new audiences and traditional refuge visitors). Furthermore, the plans must align with the refuge purpose and the goals of the refuge. Additionally, at ANWR the VIEP will inform design and reconstruction of visitor center exhibits and provide other interpretive opportunities specific to identified new audiences on the refuge.

At LANWR, the intent of the VIEP is to provide clear direction and identify specific actions that will enable the refuge to provide a high quality visitor experience to a diverse audience (including but not limited to urban residents, the Urban Refuge Partnership Program goals and traditional refuge visitors). Furthermore, the plans must align with the refuge purpose, the goals of the Urban Wildlife Conservation Program (UWCP), and reflect the UWCP Standards of Excellence. The plan must consider and include all units and tracts of the refuge.

General Approach to Develop Aransas and Laguna Atascosa National Wildlife Refuges Visitor Interpretive Experience Plan (VIEP)

The general approach for completing the VIEP consists of preparing the plan in order to properly align interpretive goals and objectives with the refuge’s purpose and relevant documents. Aransas NWR has a CCP (Comprehensive Conservation Plan) along with a Land Protection Plan (2013) and other relevant documents will be provided. Laguna Atascosa NWR will have a completed Visitor Services plan (2017) and a CCP (2012). The contractor will be responsible for developing themes, sub-themes and supporting stories in order to achieve the VIEP’s goals and objectives. Since ANWR has been selected as a priority refuge within the Region, the themes to be developed will be the groundwork for an interpretive exhibits plan and messages that can be used both off-site and on-site. Lastly, this VIEP will also include an action plan with strategies and tactics that will provide the necessary direction to implement the recommended program. Laguna Atascosa as part of a complex will need the themes to be developed for groundwork for exhibit plans and messages that can be used off-site and on-site that is specific for their niche in the Complex.

The contractor will rely on guidance and information supplied by the Service to develop themes and to manage the project in terms of identifying gaps in information supplied. The Service will provide all prior planning documents to the contractor and due to the large amount of community input in previous planning efforts, the contractor is expected to review and consider the direction established in these plans when drafting the VIEP. The contractor will be required to obtain additional information from other appropriate sources to complete the plan. The contractor will also be required to conduct at least two (2) on-site field work sessions that will include field-checks of interpretive opportunities currently offered at the refuge.

To ensure that the plan is expedited, scheduled discussions will be held following an agreed upon project schedule and will utilize electronic distance communications.

Product

1. The contractor shall provide all personnel, material, equipment, and related services as necessary to research; assimilate input from all members of the Service staff and of the project team, and write 10 year comprehensive VIEP plans for Aransas and Laguna Atascosa NWRs.

2.Provide a digital copy of each plan in both Microsoft Word and PDF formats.
3.Provide ten (10) PDF printed and bound version of the plans.
4.Provide all images in JPG (300 dpi at 8” x 10”) image format.
5.Provide all graphics in their native software format(s).
6.The contractor shall turn over to the Service all rights to ownership and use without restriction of all art, images, and intellectual property created and submitted, whether in the final product or not.

Service and Contractor Requirements for the Aransas and Laguna Atascosa NWR Visitor Interpretive Experience Plans:

1.Within 10 business days after contractor’s request, Service staff will provide initial data and information as background for preparation of the VIEP. Requests for additional specific information will be completed for one chapter at a time.
2.The Service will complete Standards Providing Quality Interpretation of Key Resources, and Communicating Key Issues with Off-Site Audiences.
3.The contractor will prepare all maps and other graphics necessary for completing the VIEP. The contractor will take photographs that could be used in the plan.
4.Service staff at the refuge and regional offices will be available for review of submittals and supplying requested information on a timely basis. Review and electronic drafts will be sent back to the contractor per time periods listed in the below deliverable table
5.The contractor will be responsible for the provision of information from outside sources.
6.The Service will submit final edits and comments back to the contractor within 30 days of the final draft submittal.

Contractor Deliverables for Aransas and Laguna Atascosa NWR Visitor Interpretive Experience Plans:

Schedule of Deliverables

Deliverable
Estimated Completion Date
Format
Responsible Party
Receiver
Post-Award Call
To be scheduled within 10 working days of award notification
Conference Call
Contractor/COR
On-site Trip: Kick off meeting and Work Session
30 days after Post-Award Conference Call
On-site Visit
Contractor/Refuge Staff
Refuge Staff
Draft VIEP
45 days after site trip
E-copy MS Word via email
Contractor
COR
Draft VIEP Review
30 days after submittal
E-copy MS Word via email
COR/Refuge Staff
COR
Final Draft VIEP Plan
45 days after receipt of comments
Meeting on-site at VdONWR.
Contractor
COR
Final Draft VIEP Review
30 days after submittal
E-copy MS Word via email or FTP site.
COR/Refuge staff
COR
Final VIEP
45 days after receipt of comments
10 printed and bound copies and MS Word, PDF digital copies, and any files in their native format on a flash drive.
Contractor
COR

*Note: Draft VIEP for Aransas NWR shall begin first and Draft VIEP Laguna NWR shall begin while the government is reviewing the Draft VIEP for Aransas NWR. Work is to be staggered and follow the above schedule.

Step 1: Pre-work The contractor will review all relevant data provided by the Service to determine what information already exists and to become familiar with opportunities and issues. This includes the Environmental Assessment, Land Protection Plan, and Conceptual Management Plan, Visitor Services plans and Reviews, hunting plans, fishing plans, and other facility data bases as relevant including: Real Property Inventory (RPI), Service Asset Management (SAMMS), Deferred Maintenance (DM), and Visitor Facility Enhancements (VFE). Plans by previous contractors including public input will also be provided. In addition, data from the Refuge Annual Performance Planning database (RAPP) that provides information on visitation will be provided.

This step includes the following key tasks:

1 -1:Obtain and review all relevant documents for the planning effort from the refuge and regional office.
1-2:Propose and schedule meeting dates and agenda for the kick-off meeting and site tour within 10 business days of contract award notification.
1-3:Develop goals and measureable objectives for the plan.
1-4:Develop the theme hierarchy. The contractor will revise themes to the extent possible to create a framework for filling in key information, such as supporting stories.
1-5:Determine specifically what information has already been developed, and what information is necessary to complete the VIEP. Information needs will be identified in the draft outline for the VIEP.
1-6:Prepare draft outline of VIEP for discussion and approval.
1-7:Submit goals and objectives, theme hierarchy, draft outline and proposed agenda for field work and work sessions during initial site visit.
1-8:Prepare any materials, PowerPoints, presentations and handouts necessary to facilitate the initial meeting with Service staff. Review current and projected visitation and programming.

Step 2: On-site Kick-off Meeting and Tour The initial site visit focuses on accomplishing the following:

· Within 30 days after Post-Award Conference Call, contractor will visit the site for a kick off meeting and tour. This schedule can be staggered to accommodate both refuges since they are some distance from each other and may not be accomplished in one trip.

· Visit all units to be included in the VIEP in the company of Service personnel (discussions during the site visitation will include discussions of potential visitor use goals and objectives for any of the Big 6 wildlife-dependent activities. Additional uses will be considered if they fit within the Urban Standards of Excellence.

· Review the planning process with emphasis on roles, responsibilities, schedules and milestones.

· Gather and request additional information as necessary from local sources and the Service.

On-site field work and work session The purpose of this step is to gather additional information in the field that has impact on developing the plan, discuss the revised goals and objectives, theme hierarchy and proposed VIEP outline, and to discuss and decide on the target audiences to be addressed in the plan.

Specific tasks include the following:

2-1:Visit Aransas and Laguna Atascosa NWRs for potential public use in the company of Service staff as necessary to identify and discuss all potential public use opportunities that fit in one of the Big 6 categories or other recreational uses, noting issues and visitor use goals and objectives. This includes assessing the quality of existing public use opportunities and whether they are meeting current and projected demand.
2-2:Review the work plans and schedules so all parties are clear on roles and responsibilities, project schedule and milestones. This includes setting up communication channels with other Services staff to obtain information and clarify information. Interview all necessary staff.
2-3:Review and discuss the modified goals and objectives, theme hierarchy, and proposed VIEP outline, this includes subthemes, and storylines working in cooperation with the project team in a series of workshops. Develop themes in line with NAI definitions. Note that the purpose is not to wordsmith the work to date, but rather to ensure that it is relatively accurate, to identify and fill in gaps in the information, and identify sources of additional information if possible.
2-4:Gather and request any additional information relevant to the plan currently available from specialists and request additional information known to be needed at this time.
2-5:Based on the contractor’s expertise and the discussions to this point, discuss potential actions to provide quality interpretation and actions to communicate key issues with off-site audiences.
2-6:Discuss/identify all target audiences to be addressed in plan.
2-7:Brainstorm/identify appropriate visitor experiences for all target audiences to be addressed in this plan.
2-8:Field work focused on experiencing all existing visitor experience opportunities both on-site and off-site.
2-9:Field work / work sessions with specialists to identify appropriate additional supporting stories for approved themes and sub-themes.
2-10:Develop concepts for interpretive media and services to include recommendations on current and future interpretive programs, roving interpretive presentations, and educational programs for schools. Media options to consider include but are not limited to web pages, brochures, flyers, panels, iPod players, smart phone applications, audio systems, and other recommended media. Programming recommendations are to include recommended sites, topics, and methods including staffing and/or volunteer services.
2-11:Review current refuge events and develop goals and actions plans for each of the refuges special events or new events that meet the programming recommendations.
2-12:Study options to expand youth and adult environmental education efforts in the refuges as well as outreach programs and make recommendations.
2-13:Study options and provide recommendations for ways to work in cooperation with other natural resource agencies and not for profit entities in the delivery of interpretive services.
2-14:Determine the appropriate size, functions, features, and staffing levels for the new interpretive center proposed in the master plan.
2-15:Provide descriptions of all proposed media to be developed and locate site media on a refuge maps.
2-16:Provide concept sketches for any exterior exhibits proposed in the plans.
2-17:Develop a phased approach for implementation of the plans.
2-18:Develop general cost estimates for the design and construction of all interpretive facilities and exhibits.
2-19:Review schedule and assign tasks as necessary.

Step 3: Develop Draft Visitor Interpretive Experience Plan This includes both work by the contractor and work by the Service based on assessment of information collected to date.

Key tasks include the following:

3-1:Based on feedback and discussions, prepare draft final goal hierarchy. This includes interpretive program goals and measurable objectives.
3-2:Based on feedback, discussions and field work, prepare draft final Theme hierarchy. This includes primary themes, sub-themes and supporting stories for “urban themes” and “refuge themes.”
3-3:Develop profiles of all target audiences including key characteristics and implications.
3-4:Prepare parameters and implications of those parameters in terms of how they affect implementation and maintaining visitor interpretive experiences.
3-5:Develop a description of potential story points.
3-6:Prepare potential visitor experiences. Each experience will include a summary list of information delivery strategies that would be required to create the experience and a summary list of other actions and/or changes in procedures necessary to create the experience.
3-7:Develop the preliminary media prescription based on the experiences identified to date.
3-8:Develop a complete list of other actions that need to be taken to create the experiences identified to date.
3-9:Prepare draft VIEP and submit.

Step 4: Develop draft final VIEP This step focuses on developing the draft final VIEP. It requires an on-site meeting to field check proposed visitor experiences, and discuss feedback on the draft document, priority for implementation and an Action Plan. Specific tasks include the following:

4-1:On site work session to gather and discuss feedback, priority for implementation and potential actions for Action Plan, and to field check – with the planning team – all recommended visitor experiences. Potential design concepts for all media will be discussed during the field check. This includes a discussion of arrangement of key elements within and outside the Visitor Center with all involved key stakeholders. The site visit would also include a discussion of any maps, graphics and other visuals to be included in the final plan, and assigning tasks as necessary.
4-2:Revise all existing sections based on feedback.
4-3:Prepare draft maps and other visuals.
4-4:Prepare complete media prescription with design concepts. Design concepts describe the interpretive strategy in enough detail to ensure that what is designed achieves the desired objectives. It includes specific measurable objectives, target audiences, key themes / sub-themes to communicate, and when possible, ideas for graphics and supporting text.
4-5:Prepare draft Action Plan.
4-6:Prepare draft final VIEP and submit.

Step 5: Prepare final VIEP This includes the following tasks:

5-1:Review and discuss feedback from the Service. The discussions will likely to be held using remote communication strategy.
5-2:Modify document as necessary and submit final VIEP.

Key Personnel

1.The contractor and the Service agree that key personnel are individuals whose special qualifications and involvement in the contractor’s performance of services form part of the basis of agreement between the parties for this contract and are an individual through whom the contractor shall provide to the Service the expertise, experience, judgment, and personal attention required to perform services.
2.Neither contractor nor any key person of contractor shall delegate performance of service permitted under this contract to other without first obtaining the Service’s written consent. Further, the contractor shall not, without first obtaining the Service’s prior written consent, re-assign or transfer any key person’s expertise, experience, judgment, and personal attention. If the contractor requests the Service to approve a re-assignment or transfer of a key person, the Service shall have the right to interview, review the qualifications of, and approve or disapprove the proposed replacement(s) for the key person. Any individual the Service approves as a replacement for a key person is deemed a key person under this contract.

Subcontractors:

1. The contractor shall provide written notice to the Service when any approved subcontractor is no longer performing the specified services if those services have not been successfully completed.

Basis of Payment for Services:

Milestone progress payments for completed services: The Service will pay the contractor all amounts due for services completed and accepted by the Service for Goods delivered and accepted by the Service at the following milestone after the Service’s approval of the contractor’s invoice to the Service. The contractor shall submit invoices at the 10%, 30%, 60%, 75%, 90% and 100% (final) payment steps of the project, upon completion of the deliverables in as shown in the Deliverable Tables.

1.10% initial meeting and site visit
2.30% draft report
3.60% modified draft report
4.75% complete draft report
5.90% final draft report with graphics
6.100% completed VIEP

General Terms and Conditions Definitions:

1.Contractor Intellectual Property means any intellectual property owned by the contractor and develops independently from services.
2.New Works. All intellectual property rights in the Work Product created by the contractor under this contract shall be the exclusive property of the Service.
3.Visitor Services Plan: provides Service policies, strategies, and requirements concerning the management of wildlife-dependent recreation programs within the National Wildlife Refuge System (Refuge System).
4.Visitor Experience Interpretive Plan: An Interpretive Plan that is the blueprint for the network of orientation, way finding and interpretive opportunities to support and enrich a visitor's experience in a way that accomplishes the goals of the refuge. The plan provides guidance not only to exhibits, signage and other interpretive opportunities, but also to the design and layout of structures associated with the interpretive network, including the new Visitor Center or other interpretive facilities. It can also include guidance for outreach, environmental education and interpretive components of special events.
5.Themes: An interpretive theme is the central concept or key idea of any interpretive experience, interpretive exhibit or interpretive presentation.
6.Target audiences: a person or a group of persons for whom messages and or services are designed or delivered. There is no general public.
7.Visitor Experience: The visitor experience takes place both inside the visitor, (their perceptions, point of view, previous experiences, etc.), and outside the visitor,( the surroundings, the trip, the flow of information, etc.).
8.Media Prescription: information delivery strategies that are the most appropriate for any given target audience that is being served.

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