Attachment_J003_Labor_Categories,_Qualifications_and_Tasks_(PA-TAC_IV).pdf

Federal Emergency Management Agency (FEMA) Recovery Directorate

Public Assistance Division Performance Work Statement (PWS)

PA‐TAC IV

ATTACHMENT 2

LABOR CATEGORIES, QUALIFICATIONS AND TASKS

Labor Category Level

Minimum # of Retained Personnel for Rapid Deployment*

Category Types Educational Requirements Required Experience

Professional Registration/

Certification(s) Recommended PA Coursework Average Duration Per Task Order Tasks

First 90 Undergraduate Degree 2 Years in field of expertise None

Mid 65 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

PMP, PRINCE II (or comparable)

Senior 10 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

PMP, PRINCE II (or comparable)

First 50 Undergraduate Degree 2 Years in field of expertise None

Mid 40 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

PE

Senior 10 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

PE

First 0 Undergraduate Degree 2 Years in field of expertise None

Mid 5 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

PMP, PRINCE II (or comparable)

Senior 20 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

PMP, PRINCE II (or comparable)

• 0634 Introduction to FEMA’s Public Assistance Program

• 0869 Public Assistance Program Delivery Management (10-day course)

• 0634 Introduction to FEMA’s Public Assistance Program

• 0777 Project Worksheet Development (1-day course)

• 0865 Public Assistance Site Inspector (5-day course)

• 0634 Introduction to FEMA’s Public Assistance Program

• 0382 Public Assistance Coordinator Crew Leader (4-day course)

Six (6) months to one (1) year Client Liaisons (75)

Project Managers (50) Construction Managers (40)

Construction Inspectors (60) First-level civil engineers (40)

Program Delivery Manager

Site Inspectors (minor to medium damage)

Public Assistance Crew Leader Project Managers (25)

These individuals will manage the PA grant delivery process (from Applicant assignment to Exit Briefing) for average amount of eight (8) individual applicants simultaneously. The number of applicants will vary from approximately 1 to 15 depending on the number of projects and complexity of projects that an applicant claims.

These individuals must ensure program delivery in a timely, professional, customer-centric manner that meets all assigned Applicant’s recovery priorities. Tasks include:

• Reviewing information gathered during the Preliminary Damage Assessment (PDA) for assigned Applicants

• Conducting Exploratory Calls to gather information from Applicants using assigned templates

• Developing an understanding of each Applicants’ projects and recovery priorities

• Conducting and facilitating Recovery Scoping Meetings with Applicants using assigned documents

• Working with Applicants to logically group and prioritize projects based on the Applicant’s recovery priorities

• Establishing regular meetings with the Applicant to facilitate the program delivery and recovery process

• Tracking and following-up with the Applicant on FEMA’s Requests for Information and documentation submission

• Coordinating transmittal of documents and information between the Applicant and FEMA’s Consolidated Resource Centers utilizing a web-based tool, phone, and email

• Scheduling site inspections with the Applicants and coordinating them with the Site Inspector Task Force Leader

• Identifying need for and engaging technical specialists and environmental/historic preservation compliance specialists when appropriate throughout the program delivery process

• Reviewing and validating damage details, scopes of work, and costs with the Applicant

• Participating in regular FEMA meetings by providing updates on work status

• Evaluating claims and making recommendations to FEMA as to whether the claim is eligible

• Discussing and resolving eligibility issues

• By day 55 after the Recovery Scoping Meeting, verifying with the Applicants that all disaster-related damages have been identified and documented

• Assist with the development of the Determination Memo by completing appropriate sections and communicating final determinations to the Applicants

• Conducting Exit Briefing with the Applicant using assigned documents

Two (2) months

Six (6) months to one (1) year

These individuals will conduct site inspections for sites with minor damage (e.g., minor damage to roads, non-structural building damage, etc.) to validate infrastructure damage and record detailed damage descriptions during the inspection. Specific tasks include:

• Communicating and coordinating with other PA staff involved in the PA Program delivery process for Applicants

• Performing accurate quantification and detailed description of disaster related damage, including debris

• Taking representative photographs that depict damage claims

• Completing sketches of sites to supplement photographs and capture profile and cross sectional perspectives

• Writing a detailed damage description

• Obtaining the Applicant representative’s agreement that all disaster-related damage was described and quantified correctly

• Delivering the completed site inspection information to the Site Inspection Task Force Leader and Program Delivery Manager in a timely manner

• Developing scopes of work, including related code and standard requirements

The staffing quantities under this position are not in addition to the total labor category pool under this contract.

Instead the contractor shall consider them part of the Program Delivery Manager’s pool of staff/labor categories.

These individuals will manage the PA grant delivery process (from Applicant assignment to Exit Briefing) for average amount of eight (8) individual applicants simultaneously. The number of applicants will vary from approximately 1 to 15 depending on the number of projects and complexity of projects that an applicant claims.

Additionally, these individuals will manage up to seven (7) Project Specialists. These individuals must ensure program delivery in a timely, professional, customer-centric manner that meets all assigned Applicant’s recove priorities. Tasks include:

• Reviewing information gathered during the Preliminary Damage Assessment (PDA) for assigned Applicants

• Conducting Exploratory Calls to gather information from Applicants using assigned templates

• Developing an understanding of each Applicants’ projects and recovery priorities

• Conducting and facilitating Recovery Scoping Meetings with Applicants using assigned documents

• Working with Applicants to logically group and prioritize projects based on the Applicants recovery priorities

• Establishing regular meetings with the Project Specialists and Applicants to facilitate the program delivery an recovery process

• Identifying need for and engaging technical specialists and environmental/historic preservation compliance specialists when appropriate throughout the program delivery process

• Reviewing damage details, scopes of work, and costs with the Project Specialists

• Participating in regular FEMA meetings by providing updates on work status

• Evaluating claims and making recommendations to FEMA as to whether the claim is eligible

• Discussing and resolving eligibility issues

• Assist with the development of the Determination Memo by completing appropriate sections and communicating final determinations to the Applicants

• Conducting Exit Briefing with the Applicant using assigned documents

Attachment J003 Labor Categories, Qualifications and Tasks (PA‐TAC IV).xlsx

3/1/2017, 12:03 PM

Public Assistance Division Performance Work Statement (PWS)

PA‐TAC IV

ATTACHMENT 2

LABOR CATEGORIES, QUALIFICATIONS AND TASKS

Labor Category Level

Minimum # of Retained Personnel for Rapid Deployment*

Category Types Educational Requirements Required Experience

Professional Registration/

Certification(s) Recommended PA Coursework Average Duration Per Task Order Tasks

First 30 Undergraduate Degree 2 Years in field of expertise None

Mid 20 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

PE

Senior 10 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

PE

First 35 Undergraduate Degree 2 Years in field of expertise None

Mid 25 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

PE, CIH or comparable

Senior 5 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

PE, CIH or comparable

Site Inspectors/Project Specialists (major damage)

• 0634 Introduction to FEMA’s Public Assistance Program

• 0777 Project Worksheet Development (1-day course)

• 0865 Public Assistance Site Inspector (5-day course)

• 0634 Introduction to FEMA’s Public Assistance Program

• 0381 Project Specialist (5-day course)

Project Specialists (minor to medium damage)

Construction Inspectors (20) First-level civil engineers (40)

Civil Engineer (10) Electrical Engineer (8) Structural Engineer (8)

Engineering Technician (7) Mechanical Engineer (6)

Soil/Geotechnical Engineer (6) Architect (5) Geologist (5)

Hydrologist (5) Coastal Engineer (1)

Hydraulic Engineer (1) Sanitary Engineer (1) Health Scientist (1)

Industrial Hygienist (1)

Two (2 ) week intervals on any given Task Order POP and provided intermittent support from the contractor’s office

Six (6) months

FEMA will require individuals with specific technical expertise to conduct site inspections on sites with major damage (e.g., destroyed facilities; facilities with extensive damage; facilities with significant damage to mechanical, electrical and plumbing components, etc.) to document disaster-related damage. These individuals will conduct site inspections to validate infrastructure damage and record detailed damage descriptions during the inspection to include all of the tasks noted above and the following additional tasks:

• Reviewing and analyzing professional architectural/engineering reports and designs or as-built plans

• Thoroughly documenting analyses in writing

• Developing scopes of work, including related code and standard requirements

• Validating applicant-provided scopes of work, including related code and standard requirements

• Developing and reviewing cost estimates

• Advising FEMA staff on the technical validity of claims presented under FEMA’s arbitration process. Should arbitration hearings occur, testify as an expert witness on FEMA’s behalf

These individuals will conduct site inspections for sites with minor damage (e.g., minor damage to roads, non-structural building damage, etc.) and develop the associated project grants to validate infrastructure damage and record detailed damage descriptions during the inspection. The staffing quantities under this position are not in addition to the total labor category pool under this contract. Instead the contractor shall consider them part of the Site Inspectors (site with minor to medium damage) pool of staff/labor categories. Specific tasks include:

• Communicating and coordinating with other PA staff involved in the PA Program delivery process for Applicants

• Scheduling and conducting site inspections with the Applicants

• Identifying need for and engaging technical specialists and environmental/historic preservation compliance specialists when appropriate throughout the program delivery process

• Performing accurate quantification and detailed description of disaster related damage, including debris

• Taking representative photographs that depict damage claims

• Completing sketches of sites to supplement photographs and capture profile and cross sectional perspectives

• Writing a detailed damage description

• Obtaining the Applicant representative’s agreement that all disaster-related damage was described and quantified correctly

• Developing the completed site inspection information in a timely manner

• Working with Applicants to logically group and prioritize projects based on the Applicants recovery priorities

• Establishing regular meetings with the Applicants to facilitate the program delivery and recovery process

• Tracking and following-up with the Applicant on FEMA’s Requests for Information and documentation submission

• Developing scopes of work, including related code and standard requirements

• Validating applicant-provided scopes of work, including related code and standard requirements

• Developing and reviewing cost estimates

• Evaluating hazard mitigation proposals and developing benefit-cost analyses

• Developing cost estimates for infrastructure projects

• Evaluating applicant-provided cost claims for reasonableness

• Reviewing information provided and identifying additional information needed

• Reviewing applicant labor policies, pay rates, and fringe benefit information

• Reviewing timesheets and employee work logs

• Participating in regular FEMA meetings by providing updates on work status

• Evaluating claims and making recommendations to FEMA as to whether the claim is eligible

• Discussing and resolving eligibility issues

• By day 55 after the Recovery Scoping Meeting, verifying with the Applicants that all disaster-related damages have been identified and documented

• Assist with the development of the Determination Memo by completing appropriate sections and communicating final determinations to the Applicants

Attachment J003 Labor Categories, Qualifications and Tasks (PA‐TAC IV).xlsx

Public Assistance Division Performance Work Statement (PWS)

PA‐TAC IV

ATTACHMENT 2

LABOR CATEGORIES, QUALIFICATIONS AND TASKS

Labor Category Level

Minimum # of Retained Personnel for Rapid Deployment*

Category Types Educational Requirements Required Experience

Professional Registration/

Certification(s) Recommended PA Coursework Average Duration Per Task Order Tasks

First 2 Undergraduate Degree 2 Years in field of expertise None

Mid 4 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) or comparable

Senior 2 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) or comparable

First 2 Undergraduate Degree 2 Years in field of expertise CPA, CFA or comparable

Mid 3 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

CPA, CFA or comparable

Senior 4 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

CPA, CFA or comparable

First 1 Undergraduate Degree 2 Years in field of expertise None

Mid 2 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

CPE CCEA, CCC,

CCEE, or comparable

Senior 3 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

CPE CCEA, CCC,

CCEE, or comparable

First 1 Undergraduate Degree 2 Years in field of expertise None

Mid 2 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

PE

Senior 2 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

PE

First 1 Undergraduate Degree 2 Years in field of expertise

Mid 1 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

Senior 2 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

First 5 Undergraduate Degree 2 Years in field of expertise None

Insurance Specialists

Mitigation Specialists

Costing Specialists

Certified Public Accountants and

Financial Analysts

Financial Analysts • 0634 Introduction to FEMA’s Public Assistance Program

• 0634 Introduction to FEMA’s Public Assistance Program

• 0634 Introduction to FEMA’s Public Assistance Program

• 0866 Public Assistance Scoping and Costing

• 0634 Introduction to FEMA’s Public Assistance Program

• 0239 406 Hazard Mitigation (2-day course)

• 0634 Introduction to FEMA’s Public Assistance Program

• 0719 Insurance Specialist (1-day course)

Financial Analysts / Accountants/ Auditors (6) CPAs (3)

Financial Analysts (8)

Commerical Property Insurance Specialists (4)

Three (3) months of intermittent support from the contractor's office.

Three (3) months

Three (3) months

• Reviewing applicant labor policies, pay rates, and fringe benefit information

• Reviewing timesheets and employee work logs

• Reviewing information provided and identifying additional information needed

Provide financial analysis and consulting services in support of the Public Assistance Division’s Community Disaster Loan Program. Specific tasks include:

• Meet with local governmental officials with the purpose of evaluating the local governments’ eligibility for a Community Disaster Loan(s), assist the local governments with their Community Disaster Loan application(s), and make recommendation on Community Disaster Loan amounts

• Request yearly financial audit files and supporting documentation from each active loan applicant, provide governmental accounting expertise to perform financial evaluations and make recommendations on disburseme of funds based on eligibility regulations

• Evaluating the local governments’ financial conditions, and make recommendations to FEMA regarding Community Disaster Loan cancellation amounts

• Support FEMA’s pre-cancellation activities, which include outreach and planning

• Work with FEMA and local governments on financial reconciliation

• Provide support on appeal activities to include research, analyses, cost estimation, review, writing decision paper and providing recommendations based upon historical data

• Developing cost estimates for infrastructure projects

• Evaluating applicant-provided cost claims for reasonableness

• Reviewing information provided and identifying additional information needed

• Research, review and update equipment rates used in reimbursing applicants for the use of applicant-owned equipment while performing eligible work

Develop cost-effective measures to eliminate or reduce future damages to damaged facilities – specifically, to reduce repetitive damage-to-damage public facilities in accordance with Section 205 of the Disaster Mitigation Act of 2000. The contractor shall also evaluate effectiveness of mitigation measures that have been implemented in accordance with approved Hazard Mitigation Proposals

• Reviewing commercial property insurance documentation, including final settlement information, and identifying additional information needed

• Determining the amount of actual or estimated insurance proceeds for the work

• Ensuring there is no duplication of benefits in grant funding that is provided by insurance coverage

• Determining future insurance requirements for the damaged facility

• Determining any National Flood Insurance Program (NFIP) requirements

• Reviewing requests to modify insurance requirements

National Flood Insurance Program (NFIP)-certified

Cost Estimators (6)

Engineers (5)

Three (3) months to six (6) months

Three (3) months

Attachment J003 Labor Categories, Qualifications and Tasks (PA‐TAC IV).xlsx

Public Assistance Division Performance Work Statement (PWS)

PA‐TAC IV

ATTACHMENT 2

LABOR CATEGORIES, QUALIFICATIONS AND TASKS

Labor Category Level

Minimum # of Retained Personnel for Rapid Deployment*

Category Types Educational Requirements Required Experience

Professional Registration/

Certification(s) Recommended PA Coursework Average Duration Per Task Order Tasks

Mid 10 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

PE, PWS, CWB,

NCARB or comparable

Senior 10 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

PE, PWS, CWB,

NCARB or comparable

First 0 Undergraduate Degree

Mid 0 Undergraduate Degree

Senior 1 Undergraduate Degree

First 0 Undergraduate Degree 2 Years in field of expertise

Mid 1 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

Senior 1 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

First 1 Undergraduate Degree

Required to have a Bachelor's degree and 2 years experience in disaster fieldwork or in field of expertise or 5 years of experience in disaster fieldwork or in field of expertise.

Training Specialists: Demonstrated knowledge and experience in

Recovery arena, with some detailed knowledge in some specific area(s) within a program.

See "Required Experience"

• 0634 Introduction to FEMA’s Public Assistance Program

• 0634 Introduction to FEMA’s Public Assistance Program

• 0634 Introduction to FEMA’s Public Assistance Program Appraiser

Database Developer

Environmental and Historic Preservation

Specialist

Appraiser (2)

Conduct site inspections and ensure that any proposed project actions comply with environmental, floodplain, and historic preservation laws, regulations, and executive orders. This may include conducting environmental assessments and environmental impact statements

Provide administrative, technical, and program management support for information technology services.

Recommend solutions that meet current and future Public Assistance requirements in support of FEMA’s missions and functions. Assist in the creation and maintenance of database systems. Assist with file migration, Information Management, and document review. Develop data reports, reporting tools, and data analysis documents. Assist with SharePoint and other programmatic system development systems and/or tools.

• Verifying legal descriptions in public records

• Inspect new, existing, and damaged property, to include all parts of the structures taking into consideration condition, design, construction, and land value

• Photographing interior and exterior and all areas of the property

• Using comparable and other means to determine value

• Preparing detailed appraisal reports and presenting them to PA and FEMA

• Possessing good oral and written communications skills, good analytical skills, work well with numbers

Environmental Planner (8) Biologist (5)

Archaeologist (5) Architectural Historian (1)

Historic Architect (1) Certified Floodplain Manager (1)

Wetlands Specialist (1) Water Quality Specialist (1)

Ecologist (1) Horticulturalist (1)

Computer Specialist (1) None

None

Two (2) months

10 years’ experience in information technology or related field

Report writing experience (Access, Excel or other)

Ability to work independently and as a team player

Strong analytical skills for problem solving

Ability to understand the PA program processes.

Three (3) months

Two (2) months

Attachment J003 Labor Categories, Qualifications and Tasks (PA‐TAC IV).xlsx

Public Assistance Division Performance Work Statement (PWS)

PA‐TAC IV

ATTACHMENT 2

LABOR CATEGORIES, QUALIFICATIONS AND TASKS

Labor Category Level

Minimum # of Retained Personnel for Rapid Deployment*

Category Types Educational Requirements Required Experience

Professional Registration/

Certification(s) Recommended PA Coursework Average Duration Per Task Order Tasks

Mid 2 Undergraduate Degree

Required to have either a Bachelor's degree and 5 years experience in disaster fieldwork or field of expertise; a graduate level degree or professional registration with 2 years of experience in disaster fieldwork or field of expertise; or 10 years of experience in disaster fieldwork or in field of expertise.

Training Specialists: Demonstrates first level requirements.

Demonstrates ability to modify instruction based on target audience and setting. Can instruct the full spectrum of subject areas within respective programs. Has instructed at least 5 courses within a specifc program.

See "Required Experience"

Senior 3 Undergraduate Degree

Required to have either a Bachelor's degree with 10 years of experience in disaster fieldwork or in field of expertise; a graduate level degree or professional registration with 5 years of experience in disaster fieldwork or in field of expertise; or 15 years of experience in disaster fieldwork or in field of expertise.

Training Specialists: Demonstrates Mid Level requirements. Plans, develops, reviews, updates, evaluates and delivers Recovery Division training programs. Can act as lead instructor. Can instruct 3 or more program-specific courses or can instruct 2 or more Recovery Division program areas.

See "Required Experience"

First 0 Undergraduate Degree 2 Years in field of expertise

Mid 2 Undergraduate Degree

5 years in field of expertise (with professional registration) or 10 years in field of expertise

Senior 2 Undergraduate Degree 10 years in field of expertise (with professional registration) or 15 years in field of expertise

* FEMA reserves the right to vary the quantities within the disciplines listed.

• 0634 Introduction to FEMA’s Public Assistance Program

• 0480 Public Assistance Cost Estimating Format (3-day course)

Could encompass any of the below courses:

• 0201 Debris Technical Specialist (3-day course)

• 0239 406 Hazard Mitigation (2-day course)

• 0381 Project Specialist (5-day course)

• 0382 Public Assistance Coordinator Crew Leader (4-day course)

• 0479 Public Assistance Alternative Procedures (.5-day course)

• 0480 Public Assistance Cost Estimating Format (3-day course)

• 0632.a Introduction to Debris Operations

• 0634 Introduction to FEMA’s Public Assistance Program

• 0371 Public Assistance Eligibility (1-day course)

• 0378 Public Assistance Preliminary Damage Assessment (1-day course)

• 0383 PAC Crew Leader Refresher (1-day course)

• 0719 Insurance Specialist (1-day course)

• 0776 Project Specialist Refresher (1-day course)

• 0777 Project Worksheet Development (1-day course)

• 0865 Public Assistance Site Inspector (5-day course)

• 0866 Public Assistance Scoping and Costing

• 0867 Public Assistance Document Review and Validation

• 0868 Public Assistance Document Integrity

• 0869 Public Assistance Program Delivery Management (10-day course)

Cost Estimating Format (CEF)

Implementation Specialists

Document and Training

Development Specialists

None

General Planners (2) Technical Writers (2)

Graphic Artists (2)

Note: The following skills are not subject to the above requirements with regard to the degree requirement: Construction Inspector, Construction Manager, Engineering Technician, Graphic Artist

Technical writer (1) Graphic artist (1) Cost Estimator (1)

General Planner (1)

• Evaluating the accuracy of CEF estimates by comparing cost estimates to actual final project costs

• Creating Regional and Field Teams to assist FEMA HQ CEF Coordinator in collecting data on completed CEF estimated projects from Regions

• Analyzing data collected from completed CEF projects and conducting interviews with estimators

• Assisting HQ CEF Coordinator in preparation of CEF annual report

Four (4) months

Six (6) months to One (1) year

Assist in the development of PA Program guidance documents and tools when needed. The contractor shall provide training aids, instructor guides, student manuals, and web-based training for PA courses. The contractor shall provide technical recommendations, technical editing, graphic development, and formatting for PA documents

Attachment J003 Labor Categories, Qualifications and Tasks (PA‐TAC IV).xlsx