HSFE80-17-R-0004_(5-18-2017).pdf

HSFE80-17-R-0004

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

ORDER UNDER DPAS (15 CFR 700)

6. REQUISITION/PURCHASE NUMBER

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

NEGOTIATED (RFP)

SEALED BID (IFB)

5. DATE ISSUED

1. THIS CONTRACT IS A RATED RATING PAGE OF PAGES

1 79

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

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.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRS., CONDS., AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACH.

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECS./WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

H

G

F

E

D

C

B

A

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

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXT.NUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

12. In compliance with the above, the undersigned agrees, if this offer is accepted within ______________ calendar days (60 calendar days unless a different period is inserted

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

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

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 253 (c) ( 10 U.S.C. 2304 (c) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

05/01/2017 X

FEMA

DEPARTMENT OF HOMELAND SECURITY

FEDERAL EMERGENCY MANAGEMENT AGENCY

WASHINGTON DC 20472

fema-pa-taciv@fema.dhs.gov

1400 ES 06/01/2017

Daisy Joseph 225 daisy.joseph@fema.dhs.gov

421-6353

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X

X

X

X

X

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X

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PAGE(S)

Daisy Joseph

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (Rev. 9-97)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 78

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

HSFE80-17-R-0004

(A) (B) (C) (D) (E) (F)

PUBLIC ASSISTANCE (PA) TECHNICAL ASSISTANCE

CONTRACTS (TAC) IV

Proposals are due not later than 2:00 p.m. (EST) on Thursday, 1 June 2017. Please submit your proposals to fema-pa-taciv@fema.dhs.gov.

The Government anticipates awarding IDIQ contracts in 10/2017.

The periods of performance are as follow:

Transition Period: Date of Award to 11/30/2017

Ordering Periods of Performance:

Base Period: 12/01/2017 - 11/30/2018 Option Period 1: 12/01/2018 - 11/30/2019 Option Period 2: 12/01/2019 - 11/30/2020 Option Period 3: 12/01/2020 - 11/30/2021 Option Period 4: 12/01/2021 - 11/30/2022

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

NSN 7540-01-152-8067

TABLE OF CONTENTS

PART I – THE SCHEDULE ________________________________________________________________ 6

B – SUPPLIES OR SERVICES / PRICES _____________________________________________________ 6 B.1 Brief Description of Supplies or Services __________________________________________________ 6 B.2 Contract Type _______________________________________________________________________ 6 B.3 Task Order Types ____________________________________________________________________ 6 B.4 Guaranteed Minimum _________________________________________________________________ 6 B.5 Ceiling Value _______________________________________________________________________ 6 B.6 Fully Burdened Fixed Hourly Rates for Management and Administration (M&A) __________________ 6 B.7 Fixed-Price M&A ____________________________________________________________________ 7 B.8 Fully Burdened Fixed Hourly Rates Labor _________________________________________________ 7 B.9 Transition/Phase-In Period _____________________________________________________________ 9

C – PERFORMANCE WORK STATEMENT ________________________________________________ 11 C.1 Performance Work Statement (PWS) ____________________________________________________ 11

D – PACKAGING AND MARKING ________________________________________________________ 27 D.1 Requirements ______________________________________________________________________ 27 D.2 Electronic Deliverables _______________________________________________________________ 27

E – INSPECTION AND ACCEPTANCE _____________________________________________________ 28 E.1 Clauses Incorporated By Reference _____________________________________________________ 28 E.2 General ___________________________________________________________________________ 28

F – DELIVERIES OR PERFORMANCE ____________________________________________________ 29 F.1 Clauses Incorporated by References _____________________________________________________ 29 F.2 Period of Performance ________________________________________________________________ 29 F.3 Period of Performance Task Order Level _________________________________________________ 29 F.4 Place of Performance _________________________________________________________________ 29 F.5 Consolidated Resource Center __________________________________________________________ 29 F.6 Washington, D.C. ___________________________________________________________________ 29 F.7 Notice of Delay _____________________________________________________________________ 29

G – CONTRACT ADMINISTRATION ______________________________________________________ 31 G.1 Clauses Incorporated by References _____________________________________________________ 31 G.2 Points of Contact ____________________________________________________________________ 31 G.3 Contract Administration Office ________________________________________________________ 31 G.4 Task Orders ________________________________________________________________________ 31 G.5 Task Order Procedures _______________________________________________________________ 32 G.6 Technical Approach / Price Proposal ____________________________________________________ 32 G.7 Issuing Task Orders _________________________________________________________________ 33 G.8 Modifications ______________________________________________________________________ 33 G.9 Task Order Payment _________________________________________________________________ 33 G.10 Submission of Invoices or Vouchers for Payment __________________________________________ 33 G.11 Completion of Task Orders ___________________________________________________________ 33 G.12 Closeout of Task Orders _____________________________________________________________ 33 G.13 Performance Evaluation ______________________________________________________________ 34 G.14 Travel Costs _______________________________________________________________________ 34 G.15 Waiver of Protest / Dispute Rights for Task Order Awards __________________________________ 34

H – SPECIAL CONTRACT REQUIREMENTS ______________________________________________ 35 H.1 Clauses Incorporated by References _____________________________________________________ 35

H.2 3052.251-70 Key Personnel or Facilities _________________________________________________ 35 H.3 Contractor Utilization of Government Facilities ___________________________________________ 35 H.4 Recognized Federal Holidays __________________________________________________________ 36 H.5 Hours of Operation __________________________________________________________________ 36 H.6 Definition of Day ___________________________________________________________________ 36 H.7 Non-Personal Services and Inherently Governmental Functions are Prohibited ___________________ 36 H.8 Reproduction of Reports ______________________________________________________________ 37 H.9 Accessibility of Meetings, Conferences, and Seminars to Persons with Disabilities ________________ 37 H.10 Confidentiality of Information _________________________________________________________ 38 H.11 Government Furnished Equipment (GFE), Information, Items and Services _____________________ 39 H.12 Contractor and Government Furnished Property ___________________________________________ 39 H.13 Award Prior to Audit ________________________________________________________________ 39 H.14 Kick-Off/Post Award Conference/Periodic Partnering Meetings ______________________________ 39 H.15 Contractor Employee does not Meet Requested Qualification ________________________________ 40 H.16 Requested Skill Levels/Qualification ____________________________________________________ 40 H.17 Labor Records/Overtime/Service Contract Act ____________________________________________ 40 H.18 Termination of Employees ____________________________________________________________ 41 H.19 Notification of Debarment and Suspension _______________________________________________ 41 H.20 Publication ________________________________________________________________________ 41 H.21 Security __________________________________________________________________________ 42 H.22 Defense Production Act (DPA) ________________________________________________________ 42 H.23 Disaster or Emergency Assistance Activities _____________________________________________ 43 H.24 Small Business Subcontracting Plan ____________________________________________________ 43

PART II – CONTRACT CLAUSES ____________________________________________________________ 44

I – CONTRACT CLAUSES ________________________________________________________________ 44 I.1 Clauses Incorporated by References ______________________________________________________ 44 I.2 52.216-18 Ordering (Oct 1995) _________________________________________________________ 46 I.3 52.216-19 Order Limitation (Oct 1995) ___________________________________________________ 46 I.4 52.216-22 Indefinite Quantity (Oct 1995) _________________________________________________ 47 I.5 52.217-8 Option to Extend Services (Nov 1999) ____________________________________________ 47 I.6 52.217-9 Option to Extend the Term of the Contract (Mar 2000) _______________________________ 48 I.7 52.222-49 Service Contract Labor Standards-Place of Performance Unknown (May 2014) ___________ 48 I.8 52.232-7 Payments under Time-and-Materials and Labor-Hour Contracts (Aug 2012) ______________ 48 I.9 3052.209-70 Prohibition on Contracts with Corporate Expatriates (Jun 2006) _____________________ 52 I.10 3052.209-72 Organizational Conflict of Interest (Jun 2006) ___________________________________ 53 I.11 3052.209-73 Limitation of Future Contracting (Jun 2006) ____________________________________ 54

PART III – LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS _____________________ 55

J – LIST OF ATTACHMENTS ____________________________________________________________ 55 J.1 List of Attachments __________________________________________________________________ 55

PART IV – REPRESENTATION AND INSTRUCTIONS __________________________________________ 56

K – REPRESENTATIVE AND CERTIFICATIONS ___________________________________________ 56 K.1 Provisions Incorporated by Reference ___________________________________________________ 56 K.2 52.204-3 Taxpayer Identification Number (Oct 1998) _______________________________________ 56 K.3 52.204-5 Women-Owned Business (Other Than Small Business) (May 1999) ____________________ 57 K.4 52.204-8 Annual Representations and Certifications (Jan 2017) _______________________________ 57 K.5 52.204-15 Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) ___ 61 K.6 52.209-5 Certification Regarding Responsibility Matters (Oct 2015) ___________________________ 62

K.7 52.209-12 Certification Regarding Tax Matters (Feb 2016) __________________________________ 63 K.8 52.219-1 Alt I Small Business Program Representations (Oct 2014) ____________________________ 63

L – INSTRUCTIONS AND NOTICES TO OFFERORS ________________________________________ 67 L.1 52.252-2 Clauses Incorporated by Reference (Feb 1998) _____________________________________ 67 L.2 52.214-15 Period for Acceptance of Bids (Apr 1984)________________________________________ 67 L.3 52.216-1 Type of Contract (Apr 1984) ___________________________________________________ 67 L.4 52.233-2 Service of Protest (Sep 2006) ___________________________________________________ 67 L.5 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) _________________________ 68 L.6 Instructions to Offerors _______________________________________________________________ 68 L.7 Formatting Proposal Instructions _______________________________________________________ 69 L.8 Proposal Submission _________________________________________________________________ 70

M – EVALUATION FACTORS FOR AWARD _______________________________________________ 73 M.1 52.252-2 Clauses Incorporated by Reference (Feb 1998) ____________________________________ 73 M.2 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) ________________________ 73 M.3 Award Without Discussion ___________________________________________________________ 73 M.4 Rejection of Non-Responsive and Unrealistic Proposals _____________________________________ 73 M.5 Right Not to Award _________________________________________________________________ 74 M.6 Basis for Award - Best Value / Trade Off ________________________________________________ 74 M.7 Evaluation Process __________________________________________________________________ 74 M.8 Evaluation Factors __________________________________________________________________ 74 M.9 Evaluation Methodology _____________________________________________________________ 75

PART I – THE SCHEDULE

B – SUPPLIES OR SERVICES / PRICES

B.1 Brief Description of Supplies or Services

The Department of Homeland Security (DHS), Federal Emergency Management Agency (FEMA) is seeking support via contracts to a follow-on requirement for the Recovery Directorate, Public Assistance (PA Division Technical Assistance Contracts III (TAC III). New contracts entitled, PA TAC IV will consist of one procurement package to solicit non-professional and professional services in an Advisory and Assistance Services (A&AS) capacity. FEMA anticipates the non-professional services to constitute the primary requirement, constituting approximately 80 percent of the overall need. FEMA anticipates the need for professional expertise in an A&AS capacity will be 20 percent of the total requirement. These services are typically only needed for short periods of time after major disasters and emergencies in order to implement the PA Program.

B.2 Contract Type

The DHS FEMA intends to award three Hybrid Indefinite Delivery-Indefinite Quantity (IDIQ) contracts with Firm- Fixed-Price (FFP), Time and Materials (T&M), and Cost Reimbursement (CR) contract line item numbers (CLINS). This requirement consists of three geographical zones, and the intent is to award one IDIQ contract per geographical zone. This requirement will support Readiness and Disaster related activities through the issuance of task orders.

B.3 Task Order Types

The DHS FEMA intends to award on an annual basis, pre-negotiated FFP task orders in support of readiness activities/management and administrations. In support of disaster related activities, the Government anticipates issuing mostly Hybrid type task orders; however, the Contracting Officer reserves the right to issue FFP or T&M task orders. Each individual task order proposal request will identify the DHS FEMA’s determination of contract type for that task order.

B.4 Guaranteed Minimum

The guaranteed minimum under each IDIQ contract is $50,000.00.

B.5 Ceiling Value

Each IDIQ contract shall not exceed an estimated ceiling of $610M under a 5 year period of performance.

B.6 Fully Burdened Fixed Hourly Rates for Management and Administration (M&A)

The fixed hourly rates established under this contract for M&A will result in Firm-Fixed-Priced pre-negotiated annual task orders. All labor hour rates (located in Attachment J008) shall contain fully burdened hourly rates for full-time bona fide company employees, as well as employees of corporate affiliates and/or subsidiaries, temporary help, subcontractors, and consultants. The following table is provided as an example of the M&A labor categories for which Offerors must submit in Attachment J008 the fully burdened hourly rate for each period of performance:

Example of M&A Labor categories 1.4.1 Objective 1 of the Performance Work Statement:

CLIN DESCRIPTION PERIOD OF PERFORMANCE & LABOR RATES

Management & Administrative

(M&A) Level

Base Year

Option Year 1

Option Year 2

Option Year 3

Option Year 4

Labor Rates

Labor Rates

Labor Rates

Labor Rates

Labor

Program Manager Senior

B.7 Fixed-Price M&A

Offerors shall submit M&A for the overall IDIQ to include (but not limited to): readiness, project management, training, reports and project briefings (reference Attachment J008). The following schedule is an example of the FFP annual task order for the following Periods of Performance (Reference Section C, 1.4.1 for M&A requirements).

Period of Performance Dates Annual FFP

Base Period 12/01/2017 - 11/30/2018 $

Option Period 1 12/01/2018 - 11/30/2019 $

Option Period 2 12/01/2019 - 11/30/2020 $

Option Period 3 12/01/2020 - 11/30/2021 $

Option Period 4 12/01/2021 - 11/30/2022 $

Total (Base & Option Periods) $

B.8 Fully Burdened Fixed Hourly Rates Labor

The fixed hourly rates established under this contract will be used for issuing task orders under PA TAC IV requirements. Offerors shall use Attachment J008 to provide all labor categories which shall contain fully burdened hourly rates for company employees, as well as employees of corporate affiliates and/or subsidiaries, temporary help, subcontractors, and consultants. The following table is an abstract of Attachment J008 provided as an example. It contains the labor categories for which Offerors must submit the fully burdened hourly rate for each period of performance.

Example of Labor Categories Objective 2 of the Performance Work Statement Section 1.4.2:

CLIN DESCRIPTION PERIOD OF PERFORMANCE & LABOR RATES

0002 Labor Level Base

Period Option Year 1

Option Year 2

Option Year 3

Option Year 4

Labor

Labor Rates

Labor Rates

Labor Rates

Labor Rates

Accountant Mid

Appraiser Mid

Appraiser Senior

Archaeologist First

Archaeologist Mid

Archaeologist Senior

Deputy Program Manager Senior

Contract Manager Senior

Readiness/Deployment Manager Senior

General Planner Mid

Administrative Assistant Mid

Trainer Mid

Architect First

Architect Mid

Architect Senior

Architectural Historian Mid

Biologist First

Biologist Mid

Biologist Senior

Certified Flood Plain Manager Mid

Certified Public Accountant First

Certified Public Accountant Mid

Certified Public Accountant Senior

Civil Engineer First

Civil Engineer Mid

Civil Engineer Senior

Client Liaison First

Client Liaison Mid

Client Liaison Senior

Coastal Engineer Mid

Commercial Property Insurance Professional First

Professional Mid

Professional Senior

Computer Specialist Mid

Construction Manager First

Construction Manager Mid

Construction Manager Senior

Construction or Building Inspector First

Inspector Mid

Inspector Senior

Ecologist Mid

Electrical Engineer First

Electrical Engineer Mid

Electrical Engineer Senior

Engineering Technician First

Engineering Technician Mid

Engineering Technician Senior

Environmental Engineer Mid

Environmental Planner First

Environmental Planner Mid

Environmental Planner Senior

Estimator First

Estimator Mid

Estimator Senior

Financial Analyst First

Financial Analyst Mid

Financial Analyst Senior

General Planner First

General Planner Senior

Geologist First

Geologist Mid

Geologist Senior

Graphic Artist Mid

Graphic Artist Senior

Health Scientist Mid

Historic Architect Mid

Horticulturalist Mid

Hydraulic Engineer Mid

Hydrologist First

Hydrologist Mid

Hydrologist Senior

Industrial Hygienist Mid

Mechanical Engineer First

Mechanical Engineer Mid

Mechanical Engineer Senior

Project Manager First

Project Manager Mid

Project Manager Senior

Sanitary Engineer Mid

Soil/Geotechnical Engineer First

Soil/Geotechnical Engineer Mid

Soil/Geotechnical Engineer Senior

Structural Engineer First

Structural Engineer Mid

Structural Engineer Senior

Technical Writer Mid

Technical Writer Senior

Water Quality Specialist Mid

Wetlands Specialist Mid

B.9 Transition/Phase-In Period

The transition/phase-in period will take place from date of award to 11/30/2017. To minimize any decreases in productivity and to prevent possible negative impacts on additional services, the Contractor shall have key personnel on board during the phase in period. During the phase in period, the Contractor shall become familiar with performance requirements, hire and train personnel, and submit documentation for employee background investigation/badging as stated in the Performance Work Statement (PWS) paragraph 1.4.1.

The Contractor will submit a Phase-in Plan in accordance with the Performance Requirements Summary (PRS) described in Attachment 3 to the Performance Work Statement (Attachment J004 – PRS).

The Contractor will submit an Open Task Order Transition Plan upon request of the contracting officer or COR.

The Open Task Order Transition Plan would contain the Contractor’s procedures to assume any tasks or work from incumbent Contractors on open disasters as stipulated in the PRS.

C – PERFORMANCE WORK STATEMENT

C.1 Performance Work Statement (PWS)

Part 1

1. General

FEMA’s mission is to support citizens and first responders to ensure that as a nation we work together to build, sustain and improve our capability to prepare for, protect against, respond to, recover from and mitigate all hazards.

Within FEMA, the Office of Response and Recovery (ORR) provides guidance, leadership and oversight to build, sustain, and improve the coordination and delivery of support to citizens and State, local, Tribal and Territorial governments to save lives, reduce suffering, protect property and recover from all hazards. As part of ORR, the Recovery Directorate provides survivors and communities recovering from disasters with grants and resources that are easy to access, simple to understand, and outstanding in their helpfulness. The Recovery Directorate’s Public Assistance (PA) Division has the specific mission of providing assistance to applicants (State, Tribal and local governments) and certain types of Private Nonprofit (PNP) organizations so that communities can quickly respond to and recover from major disasters or emergencies declared by the President.

1.1. Description of Services/Introduction

Through the PA Program, as authorized under the Robert T. Stafford Disaster Relief and Emergency Assistance Act, 42 U.S.C. §5121-5207 (Stafford Act), FEMA provides supplemental Federal disaster grant assistance for debris removal, emergency protective measures, and the repair, replacement, and restoration of disaster-damaged, publicly owned facilities and the facilities of certain PNP organizations. The PA Program also encourages protection of these damaged facilities from future events by providing assistance for hazard mitigation measures during the recovery process. The PA program implementation process is shown below.

FEMA is seeking support of this mission through the procurement of necessary professional and non-professional services for the delivery of the PA Program. This acquisition is a continuation of the need for the Recovery Directorate, PA Division’s Technical Assistance Contracts III (PA-TAC III). The new contract vehicle, the PA Division’s Technical Assistance Contracts IV (PA-TAC IV) shall provide professional and non-professional services in an Advisory and Assistance Services (A&AS) capacity.

1.2. Background

The PA program is supported with federal employees from all ten FEMA Regions and FEMA Headquarters (HQ), to include Federal Reservist Cadres, Cadre of Response Employees (COREs), and Incident Management (IM) COREs. However, there is a need for professionals (technical in an A&AS capacity) and non-professionals to supplement and support FEMA staff in delivering the PA Program. This is currently (and historically has been) provided through contracting services, namely the Public Assistance - Technical Assistance Contracts (PA-TAC).

These contracts have been a vital part of the PA program and have allowed FEMA to successfully provide disaster assistance through thousands of state, local government, tribe, and private non-profit PA projects after hundreds of disasters since 1997. The latest iteration of contracts are the PA-TAC III contract, which are scheduled to expire on August 26, 2017.

1.3. Locations

Zones

The goal of PA-TAC IV is to efficiently and expeditiously provide supplemental resources needed to implement the PA program in major disasters and emergencies. Currently, all PA-TAC III Contractors have a nation-wide span of operation. However, the added time it takes to compete all resource requests on a task order by task order basis delays provision of necessary resources to disaster field operations. In order to more effectively provide resource support, FEMA proposes to identify three geographical zones based on a historical workload assessment. FEMA’s acquisition strategy is to solicit and award on a competitive basis three single IDIQ contracts, one for each geographical zone. Individual awardees will then be responsible for the resource requirements for major disasters and emergencies declared within that geographic zone. The geographical zones are as follows:

In accordance with FAR 16.505(b)(1), Fair opportunity, with the exception of HQ task orders, only the Contractor selected for a particular zone will have the opportunity to be considered for task orders issued within their awarded zone. The geographic zone strategy will enable FEMA to provide resource support faster, improve coordination between FEMA and Contractors within each zone, and improve cost savings. In order to meet resource needs in a catastrophic disaster that may overwhelm the capabilities of a single Contractor in a specific zone, FEMA reserves the right to solicit support from other PA-TAC IV zoned Contractors to supplement the capabilities of an awarded Contractor. A number of factors may be used in determining the need for supplemental capabilities to include but

Zone Geographical Coverage by FEMA Region Zone 1 FEMA Regions 1, 3, and 4 Zone 2 FEMA Regions 5, 6, and 8 Zone 3 FEMA Regions 2, 7, 9, and 10 not limited to adjudicated personnel available to the contractor, magnitude of the disaster, and taking into consideration limitations spelled out in Section I.3 52.216-19 Order Limitations

Consolidated Resource Centers (CRC)

In addition to disaster field operation resource requirements within each geographic zone, FEMA may also solicit support from PA-TAC IV Contractors to provide resources at FEMA Consolidated Resource Centers (CRCs) located in Winchester, VA; Denton, TX; or any additional facilities designated as a CRCs by FEMA. The CRCs house the specialized staff required to support scoping and costing, document validation, and project review for disasters nationwide. The CRCs are identified as work locations for FEMA, and do not fall under the jurisdiction of any one Contractor. The Contractors, if deployed to CRCs, shall provide support on disasters declared within their awarded zones only, not declared disasters from the other zones. Contractor support may be requested from any of the labor categories listed in Attachment 2, PWS – Labor Categories, Qualifications, and Tasks. If Contractor support is needed at a CRC, the government will identify the specific CRC work location(s) during the Task Order Proposal Request (TOPR) process.

Washington, DC

FEMA Headquarters (HQ) also requires technical assistance for national-level PA mission support tasks, such as training, planning, project management, updating equipment rates, and providing services that involve or relate to analyses, feasibility studies, and strategy options to be used by FEMA personnel in developing policy. All HQ task orders will be awarded based on competition among the awardees of the PA-TAC IV contracts.

1.4. Tasks

Each Contractor shall have the capability and capacity to support the requirements as stated in this PWS. The PWS requires the Contractor to perform at a level necessary to successfully achieve the following performance objectives.

1.4.1. Objective 1 - Readiness Management and Administration (M&A) Services: The Contractor shall provide M&A of the overall project and mission to maintain the capability to support FEMA’s objective of delivering the PA Program in a timely, efficient, effective, and consistent manner. As a measure of readiness, the Contractor shall train, badge, and maintain a deployment-ready workforce listed in Attachment 2 of this PWS (Attachment J003 - Labor Categories, Qualifications, and Tasks). As a measure of the Contractor’s overall effectiveness FEMA will monitor the Contractor’s deployment-ready workforce to meet the objectives of this PWS and as described in Contractor’s Readiness and Staffing Plans submitted in accordance with the performance requirements summary (PRS), Attachment 3 to this PWS (Attachment J004 – PRS). The Contractor’s M&A Services will be described in the Contractor’s Management Plan and submitted in accordance with the PRS. Readiness M&A consist of the functions, tasks, and associated labor categories listed under the following sections: Readiness M&A and PMO Support Staff, Background Checks / Badging, Training, Management & Staff Availability, and Reporting.

Readiness M&A and PMO Support Staff

Contractors must have a Program Manager, Deputy Program Manager, Contract Manager and Deployment/Readiness Manager as key personnel in addition to PMO support staff to manage all aspects of this PWS to include all sections listed below. PMO support staff consist of a General Planner, Administrative Assistant, and a Trainer (for train-the-trainer). The Contractor’s readiness approach and technical understanding will be conveyed to FEMA in its Readiness Plan which shall be submitted to FEMA in accordance with the PRS.

The minimum qualifications for key personnel and PMO support staff are identified below:

Program Manager: Responsible for establishing and implementing objectives for business or technical endeavors; ensuring that all work is being completed correctly and in a timely manner; monitoring how projects are progressing; and reporting the details to the Government. The Program manager should have excellent written and oral communication skills and have the ability to both lead and function as a member of a team. They must have attention to detail, great organizational skills, as well as the ability to multi-task and work well under pressure. Must have a minimum of a bachelor’s degree in Business or a related field and a minimum of 15 years of experience performing program management functions.

Deputy Program Manager: Responsible for establishing and implementing objectives for business or technical endeavors; ensuring that all work is being completed correctly and in a timely manner;

monitoring how projects are progressing; and reporting the details to the Government. The Program manager should have excellent written and oral communication skills and have the ability to both lead and function as a member of a team. They must have attention to detail, great organizational skills, as well as the ability to multi-task and work well under pressure. Must have a minimum of a bachelor’s degree in Business or a related field and a minimum of 10 years of experience performing program management functions.

Contract Manager: Responsible for administrative activities associated with handling of contracts, such as

(1) invitation to bid, (2) bid evaluation, (3) award of contract, (4) contract implementation, (5) measurement of work completed, and (6) computation of payments. It also includes monitoring contract relationship, addressing related problems, incorporating necessary changes or modifications in the contract, ensuring both parties meet or exceed each other’s expectations, and actively interacting with the contractor to achieve the contract’s objective(s). Also called contract administration. The Contract Manager should:

have a four (4) year course of study leading to a bachelor's degree, that included or was supplemented by at least 24 semester hours in any combination of the following fields: accounting, business, finance, law, contracts, purchasing, economics, industrial management, marketing, quantitative methods, or organization and management; at least five (5) years of experience in contract management and/or a related field; and a minimum of 120 hours of continuing professional education.

Deployment/Readiness Manager: Shall ensure that the labor of the organization will be continuously in an optimal relation to government’s requirements and the contractor’s organizational structure. Maintaining both quantitative and qualitative side (i.e. match both the number, qualifications and government requirements). Prepare for deployment operations by establishing processes to manage contractor and subcontractor deployment requirements and determine personnel deployment readiness status; help assigned personnel prepare and process for deployments. Coordinate any required training (if applicable).

Must have a four (4) year degree in business management or business administration.

General Planner: Perform professional work related to a variety of planning assignments. This would include managing complex planning studies; reviewing and processing comprehensive plans; performing site inspections to gather data; scheduling and conducting meetings as appropriate; and presenting reports and findings. Must have knowledge and experience in construction processes; principles, methodology, practices of research and data collection; effective writing techniques; and computer hardware and software programs, which may include Microsoft Office, Internet applications, and GIS. Must have excellent oral and written communication skills required for preparing and presenting planning reports and projects;

excellent interpersonal skills for facilitating relationships with senior officials or other decision-makers;

ability to work on several projects or issues simultaneously; ability to provide effective supervision and staff management; and the ability to manage projects effectively and meet firm deadlines. The General Planner must have a four (4) year degree in a related technical field and at least 5 years of experience.

Administrative Assistant: Capable of executing and leading tasks and providing general administrative support in all facets of administration, to include travel, correspondence, meetings, communication of policy and training. Ability to work independently or lead teams to solve problems. Must have 5-10 years of administrative support experience. Must also be proficient with MS Office Suite of Programs: Microsoft Outlook, Excel, Power Point, and Word.

Train the Trainer: Responsible for: devising technical training programs according to requirements in order to meet the Government’s needs; producing training schedules and classroom agenda; preparing presentation materials; executing training sessions, webinars, workshops etc. in groups or individually;

keeping and reporting data on completed courses, issues, etc.; and observing and evaluating the results of the programs in order to make improvements. The trainers should have proven experience as a technical trainer and be knowledgeable of modern training techniques and tools in technical subjects. They should have outstanding communication skills, be comfortable speaking to crowds, and have excellent organizational and time-management abilities. Should have a degree in a relevant technical field and a least five (5) years of related experience.

Background Checks / Badging

Contractors shall create a plan to vet and have their staff successfully pass a FEMA security background investigation (BI) to obtain a FEMA badge at an authorized facility as described in Attachment 1 of the PWS (Attachment J002 – Security). The Contractor’s key personnel performing work under this contract must have a Moderate Risk Background Investigation and must maintain the level of security for the life of the contract. All key personnel must submit all required security documents as identified in attachment J002 – Security, within five

(5) calendar days of the start of the transition period. All other contractor staff supporting work under this contract must have a Moderate Risk background investigation according to the timeframes listed in the PWS section Background Check / Badging. Badges must be issued and remain current without causing deployment delays. The Contractor shall have thirty percent (30%) of their staff submit all required security documents as identified in attachment 1- Security within 30 calendar days after the transition period begins. Thereafter, the Contractor shall have the remaining staff submit all required security documents within two (2) months. In total, the Contractor shall complete all security document submissions for all their staff three (3) months after the transition period begins.

The Contractor shall, to the highest extent practicable, propose staff that can pass a FEMA BI. The Contractor’s planned approach shall be described and submitted to FEMA with the Management Plan deliverable.

Training

The Contractor shall develop a training plan within its Management Plan deliverable and deliver training to all necessary Contractor personnel to support the PA Program. FEMA will provide train-the-trainer training to the Contractor and estimates that up to two Contractor staff will be needed as trainers. FEMA will provide the required programmatic training materials to the trainers. FEMA’s expectations is to have the trainers’ trained and ready to train their remaining staff by the end of the transition period. The specified PA courses are identified by the position and labor category in Attachment 2 of the PWS (Attachment J003- Labor Categories, Qualifications, and Tasks). FEMA expects that the Contractor’s trainers will train their remaining staff to be deployment ready at the time of Task Order assignment. FEMA will finalize the details of the training during the base contract kick off meeting.

Management & Staff Availability Deployment Readiness

The Contractor’s Program Manager or alternate shall be accessible to the Contracting Officer (CO) / Contracting Officer Representative (COR) 24 hours a day, seven (7) days per week to plan for and begin deploying personnel to field locations. The Contractor shall identify, train, and maintain staff that shall be available for deployment. The Contractor shall have the capability to provide 40% of their resources capable to perform under this requirement by the base period of performance. The Contractor shall prepare a readiness staffing and deployment report in accordance with the requirements identified in the PRS. For disaster task orders, half of the Contractor’s proposed personnel (on a TOPR) shall be available to deploy within two (2) calendar days of CO notification and the other half within seven (7) calendar days.

Reporting

The Contractor shall provide reports to the CO, COR, and Task Monitors (TM), to include a Readiness Staffing and Deployment Report; Monthly Contract Status Report (MCSR); Monthly Task Order Status Report (TOSR); Annual Report; and Final Report. The types of reports and specific performance requirements for each report are identified in the PRS and Delivery Schedule. The Contractor shall also be required to support other reporting needs as identified by FEMA. FEMA shall provide templates of the reports identified in the PRS to the Contractor 30 calendar days after contract award.

1.4.2. Objective 2 - Professional and Non-Professional Services: The Contractors shall provide professional and non-professional services to FEMA to support implementation of the PA Program. The specific positions, labor categories, and required quantities are listed below. Professional positions include Engineers, Accountants, Certified Public Accountants (CPA), and all labor categories identified within the Site Inspector major, and Environmental and Historical Preservation (EHP) Specialists positions. The qualifications and associated tasks are further identified in Attachment 2 of the PWS – Labor Categories, Qualifications, and Tasks. Each Contractor shall maintain a pool of 400 staff for their respective zone. Inclusive of the 400 staff FEMA will consider the use of a TAC Coordinator position to perform administrative Task Order duties during disaster deployments. The TAC Coordinator may deploy/de-mobilize on short durations to aid in Contractor staff/field personnel deployments, de-mobilizations, system/facility access, logistics/equipment coordination, and other administrative or coordination efforts. During disaster TOPRs the Contractor shall propose a suitable field labor category, i.e. first-level General Planner or first-level Project Manager, from the 400 staff to perform the TAC Coordinator functions.

POSITION (Total Quantity)

Labor Category/Skill Set (Quantity Breakdown)

PROGRAM DELIVERY MANAGER (165)

Client Liaisons (75) Project Managers (50) Construction Manager (40)

SITE INSPECTOR - minor to medium damage (100)

Construction or Building Inspector (60) Civil Engineer (40)

PUBLIC ASSISTANCE CREW LEADER (25)*

Project Manager (25)

PROJECT SPECIALIST - minor to medium damage (60)* Construction or Building Inspector (40) Civil Engineers (20)

SITE INSPECTORS/PROJECT SPECIALIST - major damage (65)

Civil Engineer (9) 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) Environmental Engineer (1) Hydraulic Engineer (1) Sanitary Engineer (1) Health Scientist (1) Industrial Hygienist (1)

CERTIFIED PUBLIC ACCOUNTANT, FINANCIAL ANALYST & ACCOUNTANT (17)

Certified Public Accountant (3) Financial Analyst (13) Accountant (1)

COSTING SPECIALIST (6)

Estimators (6)

MITIGATION SPECIALIST (5)

Civil Engineer (Engineer Discipline) (5)

INSURANCE SPECIALIST (4)

Commercial Property Insurance Professional (4)

ENVIRONMENTAL & HISTORIC PRESERVATION (EHP) SPECIALIST (25)

Environmental Planner (8) Biologist (5) Archaeologist (5) Architectural Historian (1) Historic Architect (1) Certified Flood Plain Manager (1) Wetlands Specialist (1) Water Quality Specialist (1) Ecologist (1) Horticulturalist (1)

DATABASE DEVELOPER (1)

Computer Specialist (1)

APPRAISER (2)

Appraiser (2)

DOCUMENT & TRAINING DEVELOPMENT SPECIALIST (6)

General Planner (2) Technical Writer (2) Graphic Artist (2)

COST ESTIMATING FORMAT (CEF) IMPLEMENTATION SPECIALIST (4)

Technical Writer (1) Graphic Artist (1) Estimators (1) General Planner (1)

*The 85 labor category staff in these two positions are not counted in the total 400 staff required by each Contractor. Instead, they are shared among the PDM and Site Inspector positions.

Additional Overarching Objectives:

The Contractor must ensure timely deployment (in accordance with paragraph 1.4.1. of this PWS) of trained and qualified professionals and non-professionals (in accordance with the Labor Categories & Qualifications in Attachment 2 to this PWS); provide high quality deliverables (in accordance with the PRS); provide exceptional customer service and cost saving measures, while adhering to budget, schedule, and quality of service criteria as identified in the Quality Assurance Surveillance Plan

(QASP).

The Contractor shall develop innovative methods, approaches, ideas and guidance to support FEMA in its goal of reducing disaster losses, aiding in the recovery process, and simplifying the grant process.

1.4.3. Performance Requirement Summary (PRS) and Delivery Schedule: The Contractor must provide the listed deliverables in Attachment 3 (Attachment J004 – PRS). All deliverables will be surveilled in accordance with Exhibit 1 of the Quality Assurance Surveillance Plan (QASP).

1.5. Period of Performance & Place of Performance: Each awarded PA TAC IV contract will have a 1 year base period of performance with four- 1 year option periods. However, each individual task order requirement will determine the period of performance.

The Period of Performance reads as follows:

Transition Period: Date of Award to 30 Nov 2017

Ordering Periods of Performance:

Base Year: 01 Dec 2017 to 30 Nov 2018 Option Year I: 01 Dec 2018 to 30 Nov 2019 Option Year II: 01 Dec 2019 to 30 Nov 2020 Option Year III: 01 Dec 2020 to 30 Nov 2021 Option Year IV: 01 Dec 2021 to 30 Nov 2022

The place of performance may include the Contractor’s headquarters, area field offices, FEMA offices or other remote locations as designated. The specific locations will be dependent upon the services required and the specific disaster area (zone) supported. The specific place of performance will be determined in each individual task order requirement specified in each TOPR.

1.6. General Information

Quality Control Plan (QCP): The Contractor shall develop and maintain an effective QCP tailored for performance relevant to the PWS. The QCP shall include a self-inspection plan, an internal staffing plan, and an outline of the procedures that the contractor will use to maintain quality, timeliness, responsiveness, customer satisfaction, and any other requirements set forth by a Task Order. The offeror shall submit a plan that details management of services to include: staffing, how work will be accepted/issued, procedures followed to ensure services are performed in a timely manner and of high quality. The plan shall describe measures taken for corrective actions if work is not performed in accordance with the contract terms and conditions. The quality control plan shall describe the monitoring system/methods that will be used for all aspects of this contract. If the Contractor determines changes are required to the QCP after contract award, the Contractor will be required to submit a comprehensive written QCP within five (5) calendar days, highlighting the desired changes, for the CO and COR’s review. The CO’s written acceptance is required before the Contractor may implement changes to the

QCP.

The Contractor shall prepare and adhere to a QCP for use on all task orders in accordance with the PRS. The QCP shall document how the Contractor will meet and comply with the quality standards established in this requirement document. At a minimum, the QCP shall include a self-inspection plan, an internal staffing plan, and an outline of the procedures that the Contractor will use to maintain quality, timeliness, responsiveness, customer satisfaction, and any other requirements set forth in the Task Order.

Quality Assurance: The government shall evaluate the Contractor’s performance under this contract in accordance with the QASP. This plan is primarily focused on what the Government must do to ensure the Contractor has performed in accordance with the performance standards set forth in the PRS. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

Hours of Operation: The Contractor is responsible for conducting business based upon the hours of operation specified in each task order except Federal holidays. When the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings, FEMA employees have directed work locations. The Contractor must receive approval from the CO/COR to work from an alternate location. For other than firm fixed price contracts, the Contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this contract when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

Additionally, the Contractor must provide the FEMA Contracting Officer’s Representative/Task Monitor with a list of all holidays observed by the Contractor. This information will be provided at the beginning of an operation.