Clearinghouse_Contract_PWS_-_Draft_as_of_20190404.pdf

PERFORMANCE WORK STATEMENT (PWS)

Department of Defense (DoD) Siting Clearinghouse Support

1.0 INTRODUCTION: This PWS defines the services to be provided in support of the Office of the Secretary of Defense (OSD).

2.0 BACKGROUND: Expanding energy infrastructure can impact DoD’s use of air, land and sea space for operations, readiness, training and testing missions. The Office of the Assistant Secretary of Defense (Sustatinment) provides direction, policy, guidance and program support for DoD installations, and has been directed, in accordance with 10 U.S.C. 183a, to determine how utility-scale energy and transmission projects adversely impact testing and training ranges, operating areas and airspace to support joint operational readiness of US Forces worldwide.

Expanding energy infrastructure potentially impacts DoD use of air, land, and sea space for readiness, test, and homeland defense activities. To address these potential impacts and to provide timely and fully coordinated reviews of proposed energy projects, OSD established a Military Aviation and Installation Assurance Siting Clearinghouse (hereinafter refered to as the “Siting Clearinghouse” or “Clearinghouse”) to address these potential impacts.

DoD has multiple equities that must be considered with regard to site selection and the development of our national energy infrastructure. The DoD Siting Clearinghouse provides a single office to provide a fully coordinated DoD assessment of energy and transmission line projects that are of a concern to energy developers, federal and state agencies and the Congress.

The DoD Siting Clearinghouse serves the function as an internal staffing and external information and assessment resource on proposed utility-scale energy projects that potentially impact the DoD mission and Service Title 10 responsibilities necessitating the use of testing and training ranges, Military Training Routes, Restricted and Military Operational Areas, as well as maritime Warning and Operational Areas. Specific Clearinghouse responsibilities include:

• Seeking and receiving early notifications from energy developers and other government agencies regarding proposed energy projects, both on land and offshore, and working toward early consultation to mitigate military mission impacts.

• Obtaining notifications of projects filed through the Federal Aviation Administration’s (FAA) Obstruction Evaluation (OE) Airport Airspace Analysis (AAA) process for determination of hazard, developing recommendations for FAA action, and negotiating mitigations.

• Processing and analyzing Informal Project Reviews sent to the DoD Siting Clearinghouse by energy developers and other federal agencies for DoD mission impacts. Having open dialogue with developers early in the project development concerning mitigation options if there is a DoD impact.

DRAFT

• Capturing and improving these processes concerning rulemaking and subsequent DoD guidance, including but not limited to directives, instructions and procedural memorandums.

• Developing and assigning staff actions, collating responses and supporting multiple offices within the Office of the Secretary of Defense and its components to develop the coordinated and vetted DoD position on proposed energy projects where collocated or adjacent energy project development may impact the use of training ranges, airspace, military operations areas, prohibited areas, warning areas, restricted areas and maritime operational areas.

• Conducting federal interagency,state & local government, and stakeholder engagement.

• Serving as the repository for DoD assessments and decisions concerning the expansion of energy infrastructure.

• Working with interagency partners to characterize and mitigate the impacts of energy generation and transmission on DoD mission.

• Responding to requests for information from the Congress, interagency sources and others.

• Making recommendations to Environmental Impact Statements as a cooperating agent.

• Conducting studies to better characterize and model the impacts of energy generation and transmission on military mission, as well as seek and field mitigations

The Clearinghouse also makes recommendations to Environmental Impact Statements as a cooperating agent.

3.0 SCOPE: The Service Provider shall supply non-personal technical and analytical services to support the DoD Siting Clearinghouse with the identification and assessment of energy and transmission line projects for impact on the DoD mission. Specifically, the Service Provider shall support the Director and Deputy Director of the Siting Clearinghouse in its review of any potential impact of energy and transmission line projects on ranges, airspace, military operations areas, prohibited areas, warning areas, restricted areas and maritime operating areas used by the DoD. The scope of the effort includes conducting research on proposed energy projects, including employment of the FAA OE/AAA system and the Mission Compatibility Assessment Tool (MCAT) (as well as subsequenst tools that might be developed); receiving and distributing notifications of proposed energy projects; collating responses from the Military Departments and other DoD agencies; preparing specific coordinated responses on the status of DoD's assessment of energy and transmission line projects to energy industry and project developers, or to federal, state and local agencies; supporting broader DoD engagement with energy industry and project developers, and federal, state and local agencies; maintaining a repository of DoD analysis, assessments, status and decisions on energy and transmission line projects; and preparing subsequent reports.

The base workload required is estimated at 7,600 hours per year of on-site subject matter expertise. In addition, off-site efforts are estimated at 100 hours of program management and 200 hours of technical editing.

In addition, the government may choose to exercise options for approximately 1,900 additional hours per year of on-site subject matter expertise, and/or an additional 1,900 hours of on-site support of efforts to characterize and mitigate the impacts of energy generation and transmission on DoD mission. (See PWS Section 5.9 and 5.10)

The workload estimates are provided solely to assist the Service Provider in its assessment of the workload required and to ensure its offer includes pricing consistent with the anticipated workload. This is not a labor hour contract. The PWS requirements must be performed at the proposed prices in accordance with the Performance Objectives regardless of the number of hours quoted or performed. (See PWS Section 7.0, Performance Objectives.)

4.0 APPLICABLE DOCUMENTS: On 5 December 2013, the DoD Siting Clearinghouse promulgated a Final Rule under 32CFR Part 211e governing its external relations. However, 10 U.S.C. 183a also governs Clearinghouse operations, and contains changes not captured in the current rule, which is under revision.

5.0 REQUIREMENTS: The planning, execution and management of all operational and technical support activities as defined in the interrelated subtasks below, as well as required documentation of the Service Provider’s performance of required processes and recommendations to Clearinghouse policy under consideration:

5.1 Support Assessment of Proposed Utility-scale Energy and Transmission Line Projects, on Land and Offshore: Seek and receive early notification from energy developers and other government agencies regarding proposed utility-scale energy and transmission line projects. Interface with developers, potentially at senior levels, both thorugh excellent oral and written communication, to assess definitive project parameters.

Analyze projects for possible DoD mission impact. Develop and distribute notifications to the Military Departments and all other DoD agencies with equities that may be impacted by utility-scale energy and transmission line projects. Collect and collate subsequent responses and support the DoD's Siting Clearinghouse Director and Deputy in the development of fully coordinated and vetted DoD positions on energy and transmission line projects. Coordinate and review input into the Department of Interior’s five year lease planning process, and coordinate permitting activities, such as G&G permits, with the DOI.

5.2 Provide Clearinghouse Management and Document Support: The contractor shall oversee correspondence control for the clearinghouse. Correspondence control will include correcting and revising correspondence to ensure it conforms to the Office of the Secretary of Defense manual for correspondence and that documents are managed in the electronic correspondence system known as CATMS. The contractor will ensure written correspondence is clear, concise, recommended solutions and in line with standards of OASD (Sustainment). Tasks will include drafting office communications, thank you letters, input for weekly activity reports and other reporting requirements (GAO, IG etc).

Assist in researching and preparing read-ahead materials for front office briefings. Track office suspenses and taskers to ensure quality and timely responses, maintain office calendar manage share drive file storage. Provide miscellaneous document review and editorial support to ensure quality written materials. Maintain standard operating procedures (SOPs) for all core office functions and processes.

5.3 Incorporate On-line Tools into Clearinghouse Processes: Apply and integrate on-line tools, such as the Mission Compatibility Assessment Tool (MCAT), into the processes to be used by the Military Services, DoD agencies and other federal, state and local agencies, and energy developers for the initial screening of proposed utility-scale energy and transmission line projects. Provide support to other DoD agencies in the application and integration of on-line tools to be employed in the initial screening and subsequent assessment of energy and transmission line projects.

5.4 Provide Input into Acquisition and Sustainment Websites: Input shall be provided to the Clearinghouse website, or other related websites under A&S which relate to the activities of the Clearinghosue. Service Provider’s input shall include, but not be limited to, information on the status of DoD's review and assessment of proposed energy and transmission line projects, to be posted, as applicable, by the DoD Siting Clearinghouse.

5.5 Support Intra-governmental and Industry Engagement: Support outreach efforts to other government agencies and energy developers, including the scheduling of required meetings and preparation of associated background papers and briefings, with necessary post-meeting follow up. Meeting support shall include the provision of teleconference bridge capability, not to exceed 200 hours per month of task order performance.

5.6 Reports and Briefings: Compile information concerning energy and transmission line projects resulting in periodic background reports and briefings (including slides and presentations) on behalf of the DoD Siting Clearinghouse . Develop reports tracking Clearinghouse related topics in the media or from other sources.

Provide a statistical summary of energy and transmission line projects processed by the Clearinghouse (monthly, quarterly and at the end of each period of performance).

Provided support necessary to respond to DoD internal needs and Congressional requests, including topics such as Clearinghouse mission compatibility interests and range modernization issues. More specifically, this requirement will include an annual

Strategic Range Plan Report to Congress. Preparation of this report will require docments drafts, data formatting and a review of Service validated data, including time for government review and submission by April 1 each year. Following each report, there will be a requirement to add additional metrics and analysis to enhance the report..

Format data and text into final report format.5.7 Design and Maintain a Repositoryof DoD Assessments and Decisions: Conduct research, compile data and report on a monthly, quarterly and at the end of each period of performance concerning requests by energy developers for the review of energy and transmission line projects, with resultant DoD assessments and decisions. Maintain a database of proposed and ongoing energy and transmission line projects, including recommendations on specific data elements and files to be collected and maintained. Maintain an archive of DoD assessments and decisions on proposed and ongoing utility-scale energy and transmission line projects.

5.8 Monthly Status Report: Provide a monthly status report that details the status of all tasks outlined herein, including hours expended by personnel resource band, with associated funding expended for the previous month and projected to be expended in the current month of performance. Service Provider’s program management is required to make an on-site Performance Review presentation to the Siting Clearinghouse staff on a monthly basis. The presentation should be no more than one hour and should allow for an hour of discussion.

5.9 Optional Requirement for Management Analyst Support: The government may choose to exercise an option for approximately 1900 hours per year of additional analytical support to better protect DoD assets, such as installations and ranges, from encroachment (the development of projects which could interfere with DoD's ability to perform its test, training or operational missions). In order to succeed in this effort, the analysist will work with the Clearinghouse Director and Deputy Director, as well as DoD components, to assess encroachment/compatibility issues, analyze Federal policy, write and generate policy (instructions, memos), develop briefing materials to brief leadership (branch heads, FO/GO/SES level), as well as coordinate with stakeholders to compile and adjudicate responses for encroachment purposes. In addition, this task would require writing press releases and articles, develop outreach materials (flow charts, fact sheets, etc.), and representing organizations at outreach events for various audiences (government, academia, military, general public). Lastly, the analyst will work with local/county/state government to provide DoD with improved statutory and regulatory protections from encroachment. While the Clearinghouse Director and Deputy Director lead these projects, the contractor will be expected to provide significant input in the development of strategy.

5.10 Optional Requirement for Support of the Clearinghouse Studies Program to Characterize and Mitigate the Impact of Energy Generation and Transmision on DoD Mission: The government may choose to exercise an option for approximately 1900 hours per year of additional analytical support to characterize and mitigate the impacts of energy and transmission on DoD mission. These efforts will include significant effort in supporting the interagency Wind Turbine Radar Interference Program, including preparation for and participation in mutlitple status review meetings, as well as the preparation and priortitization of new projects. Examples of areas of effort include analysis of and recommendations for improvement to models for wind turbine impacts on long range, navigational and over-the-horizon radars, as well as the operational impacts caused by this interference.

6.0 DELIVERABLES: All deliverables, specified below, shall be submitted in Service Provider’s format by electronic media in accordance with the requirements delineated above.

The approval and acceptance of work products will be under the purview of the Technical Assistant (TA).

Product Description CDRL Periodicity Date Due/ Copies to & # of copies

Progress, Status and Mgt. Report

Updates on items delivered & in-work and fiscal expenditure & projection, IAW Para. 5.7

A001 Monthly 15 calendar days after end of each month of task order period of performance

TA/3

Technical Report

Information papers, background reports & briefings with related slides, IAW Para. 5.5

A037 As required, averaging no more than four iterations per month of the task order period of performance

Varying per iteration

TA/1

Technical Report

Statistical summary of energy and transmission line projects, IAW Para. 5.5

A039 Monthly, quarterly & at the end of the task order period of performance

15 calendar days after end of each month & quarter and at end of period of performance

TA/1

Technical Report

Report on proposed and ongoing projects and the repository of DoD assessments and decisions, IAW Para. 5.6

A039 Monthly, quarterly & at the end of the task order period of performance

15 calendar days after end of each month & quarter and at end of period of performance

TA/1

Draft Reports to Congress and other reports as required

A variety of topics, including readiness reports

A039 Primarily annually

45 calendar days before due date to Congress or DoD officials

TA/1

Meeting Summary/ Technical Report

Summary of Bi-weekly Mitigation Response Team Working Group

A039 Bi-weekly Within 3 working days after each

MRT WG

TA/1

Contracting Officer’s Representative:

Steve Sample Deputy Director, DoD Siting Clearinghouse The Pentagon Washington, DC 20301-4000

7.0 QUALITY ASSURANCE (QA) METRICS: The Government will assure services meet the requirements of the PWS and will conduct surveillance of Service Provider’s performance through review of deliverables using the performance thresholds below. The government reserves the right to provide a formal Quality Assurance Surveillance Plan (QASP) consistent with this section within 30 days of award.

Function Measuremen t Method

Evaluation Metric

Expected Level of Performance (Performance Objective)

Minimum Acceptable Performance

Technical content and accuracy

Evaluation by end user.

Technical Assistant assessment based on review by end user.

100% where problem would result in an energy infrastructure assessment failure. At least 95% in other cases.

Energy infrastructure assessment degradation is not attributed to performance in 90% of tasks completed.

Product or task quality

Evaluation by end user.

Technical Assistant assessment based on review by end user.

Quality meets or exceeds the specified parameters of the product or task deliverable in more than 95% of the products or tasks.

Quality of product or task deliverables does not result in failure of an event. 90% of the products or tasks meet the acceptable level.

Objectives Observations by Clearinghouse Executive Director

Evaluation by Technical Assistant.

100% of the critical energy infrastructure assessments met.

At least 95% of other assessments met.

90% of the critical energy infrastructure assessments were met with no critical objective failures.

Energy infrastructure assessment or task coordination

Observations by Clearinghouse Executive Director

Evaluation by Technical Assistant.

No failure to meet timelines or guidelines established for energy infrastructure assessments.

Energy infrastructure assessment is managed in an effective manner and assessment coordination covers all DoD equities.

8.0 SECURITY REQUIREMENTS: All service personnel in direct support of the above tasks are required to maintain a minimum of a U.S. SECRET clearance.

8.1 Physical Security: The Service Provider shall be responsible for safeguarding all Government provided property. At the close of each work period, Government facilities, equipment, and materials shall be secured.

8.2 CAC Cards: A CAC card will be issued to service personnel working on-site at the ODUSD(I&E)/SC office space. Service personnel must be qualified for and be able to maintain eligibility for a CAC.

8.3 Disclosure of Information: The Service Provider agrees to assume responsibility for protecting the confidentiality of Government records, which are not considered public information. Each Service Provider or employee of the Service Provider to whom information may be made available or disclosed shall be notified in writing by the Service Provider that such information may be disclosed only for purposes and to the extent authorized herein. The Service Provider shall not release any information related to this contract to the public, media or other unauthorized persons or organizations (e.g., posting information to a public website) unless the Government has conducted the appropriate security review and granted written approval. Performance of this effort may require the Service Provider to access and use data and information proprietary to a Government agency or Government Service Provider which is of such a nature that its dissemination or use, other than in performance of this effort, would be adverse to the interests of the Government and/or others.

8.4 Non-Disclosure Agreement: In the course of performance pursuant to this contract, the Service Provider will access nonpublic information. The Service Provider agrees that it will not use or disclose any such information unless authorized by the Contracting Officer or COR. The Service Provider further agrees that it will use its best efforts to ensure that its employees and others performing services under this contract will not use or disclose any such information unless authorized by the Contracting Officer or COR. The Service Provider shall protect from unauthorized disclosure any materials or information made available by the Government, or that the Service Provider has access to by virtue of the provisions of this order, that are not intended for public disclosure. The Service Provider shall protect information in accordance with the Privacy Act of 1974 (5 USC 552a) and the Freedom of Information Act (5 USC 552, as amended). This includes disclosure to individuals within the Service Provider's company who are not specifically assigned to work on this order. To that end, the Service Provider agrees that it and each of its employees and others performing duties under this contract will sign a Non-Disclosure Agreement as soon as practicable.

8.5 Conflict of Interests: The Service Provider agrees that it and each of its employees and others performing duties under this contract will sign a Conflict of Interest agreement as soon as practicable.

8.6 Security procedures will be in accordance with DOD 5200.2R, “Personnel Security Program;” 5105.2 l-M-1, “Department of Defense Sensitive Compartmented Information Administrative, Security Manual;” DOD 5220.22-M, “National Industrial Security Program” (NISPOM); and DOD 5220.22-M-S, “National Industrial Security Program Supplement” (NISPOMSIJP).

9.0 GOVERNMENT PROVIDED RESOURCES AT GOVERNMENT-SITE:

The Government will provide the service provider with workstations for all service personnel, consisting of a desk, chair, telephone, office consumables, and a personal computer with access to the local area classified and unclassified networks, for use during the period of performance of this task order. The Government will approve adjustments in the number of workstations provided if and when an increase in the number of service personnel supporting this effort is necessary. Additionally, as necessary, the Government will provide additional computers, scanners and scanning software, graphics development software, and access to copier, telefax, & any other equipment determined by the Government to be necessary for accomplishing the tasks and generating the deliverables of this PWS. The service provider shall comply with the property management/inventory policies of the Office of the Assistant Secretary of Defense (Sustainment) for all Government-provided equipment.

10.0 PLACE OF PERFORMANCE: The work required under this PWS will primarily be accomplished at a Government facilities in the Washington D.C. metropolitan area. The Service Provider is responsible for conducting project management support between the hours of 8:00am to 5:00pm Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Service Provider must at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Service Provider shall keep in mind that the stability and continuity of the workforce are essential for maintaining teamwork and optimum productivity.

Recognized Holidays: The Service Provider is not required to perform services on these holidays:

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

11.0 PERIOD OF PERFORMANCE: The period of performance shall be for twelve (12) months, with four (4) twelve (12) month option periods. See Delivery for POP dates.

PERFORMANCE WORK STATEMENT (PWS)