HSFE80-17-R-0004.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 78

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

X

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)

Title: PUBLIC ASSISTANCE (PA) TECHNICAL ASSISTANCE

CONTRACTS (TAC) IV

Questions regarding this requirement are due not later than 2:00 p.m. (EST) on Wednesday, 10 May

2017. Please submit your questions to:

fema-pa-taciv@fema.dhs.gov.

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.

Period of Performance: 12/01/2017 to 11/30/2022 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 _____________________________________________________________________ 10

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

D – PACKAGING AND MARKING ________________________________________________________ 26 D.1 Requirements _______________________________________________________________________________ 26 D.2 Electronic Deliverables ________________________________________________________________________ 26

E – INSPECTION AND ACCEPTANCE _____________________________________________________ 27 E.1 Clauses Incorporated By Reference ______________________________________________________________ 27 E.2 General ____________________________________________________________________________________ 27

F – DELIVERIES OR PERFORMANCE ____________________________________________________ 28 F.1 Clauses Incorporated by References ______________________________________________________________ 28 F.2 Period of Performance _________________________________________________________________________ 28 F.3 Period of Performance Task Order Level __________________________________________________________ 28 F.4 Place of Performance _________________________________________________________________________ 28 F.5 Consolidated Resource Center __________________________________________________________________ 28 F.6 Washington, D.C. ____________________________________________________________________________ 28 F.7 Notice of Delay ______________________________________________________________________________ 29

G – CONTRACT ADMINISTRATION ______________________________________________________ 30 G.1 Clauses Incorporated by References ______________________________________________________________ 30 G.2 Points of Contact ____________________________________________________________________________ 30 G.3 Contract Administration Office _________________________________________________________________ 30 G.4 Task Orders ________________________________________________________________________________ 30 G.5 Task Order Procedures ________________________________________________________________________ 31 G.6 Technical Approach / Price Proposal _____________________________________________________________ 31 G.7 Issuing Task Orders __________________________________________________________________________ 32 G.8 Modifications _______________________________________________________________________________ 32 G.9 Task Order Payment __________________________________________________________________________ 32 G.10 Submission of Invoices or Vouchers for Payment ___________________________________________________ 32 G.11 Completion of Task Orders ____________________________________________________________________ 32 G.12 Closeout of Task Orders ______________________________________________________________________ 32 G.13 Performance Evaluation_______________________________________________________________________ 33 G.14 Travel Costs ________________________________________________________________________________ 33 G.15 Waiver of Protest / Dispute Rights for Task Order Awards ___________________________________________ 33

H – SPECIAL CONTRACT REQUIREMENTS ______________________________________________ 34 H.1 Clauses Incorporated by References ______________________________________________________________ 34 H.2 3052.251-70 Key Personnel or Facilities __________________________________________________________ 34 H.3 Contractor Utilization of Government Facilities ____________________________________________________ 34 H.4 Recognized Federal Holidays ___________________________________________________________________ 35 H.5 Hours of Operation ___________________________________________________________________________ 35

H.6 Definition of Day ____________________________________________________________________________ 35 H.7 Non-Personal Services and Inherently Governmental Functions are Prohibited ____________________________ 35 H.8 Reproduction of Reports _______________________________________________________________________ 36 H.9 Accessibility of Meetings, Conferences, and Seminars to Persons with Disabilities _________________________ 36 H.10 Confidentiality of Information __________________________________________________________________ 37 H.11 Government Furnished Equipment (GFE), Information, Items and Services ______________________________ 38 H.12 Contractor and Government Furnished Property ____________________________________________________ 38 H.13 Award Prior to Audit _________________________________________________________________________ 38 H.14 Kick-Off/Post Award Conference/Periodic Partnering Meetings _______________________________________ 38 H.15 Contractor Employee does not Meet Requested Qualification _________________________________________ 39 H.16 Requested Skill Levels/Qualification ____________________________________________________________ 39 H.17 Labor Records/Overtime/Service Contract Act _____________________________________________________ 39 H.18 Termination of Employees ____________________________________________________________________ 40 H.19 Notification of Debarment and Suspension ________________________________________________________ 40 H.20 Publication _________________________________________________________________________________ 40 H.21 Security ___________________________________________________________________________________ 41 H.22 Defense Production Act (DPA) _________________________________________________________________ 41 H.23 Disaster or Emergency Assistance Activities ______________________________________________________ 42 H.24 Small Business Subcontracting Plan _____________________________________________________________ 42

PART II – CONTRACT CLAUSES _____________________________________________________ 43

I – CONTRACT CLAUSES ________________________________________________________________ 43 I.1 Clauses Incorporated by References ______________________________________________________________ 43 I.2 52.216-18 Ordering (Oct 1995) __________________________________________________________________ 45 I.3 52.216-19 Order Limitation (Oct 1995) ____________________________________________________________ 45 I.4 52.216-22 Indefinite Quantity (Oct 1995) __________________________________________________________ 46 I.5 52.217-8 Option to Extend Services (Nov 1999) _____________________________________________________ 46 I.6 52.217-9 Option to Extend the Term of the Contract (Mar 2000) ________________________________________ 47 I.7 52.222-49 Service Contract Labor Standards-Place of Performance Unknown (May 2014) ____________________ 47 I.8 52.232-7 Payments under Time-and-Materials and Labor-Hour Contracts (Aug 2012) _______________________ 47 I.9 3052.209-70 Prohibition on Contracts with Corporate Expatriates (Jun 2006) ______________________________ 51 I.10 3052.209-72 Organizational Conflict of Interest (Jun 2006)____________________________________________ 52 I.11 3052.209-73 Limitation of Future Contracting (Jun 2006) _____________________________________________ 53

PART III – LIST OF DOCUMENTS, EXHIBITS, AND OTHER ATTACHMENTS _____________ 54

J – LIST OF ATTACHMENTS ____________________________________________________________ 54 J.1 List of Attachments ___________________________________________________________________________ 54

PART IV – REPRESENTATION AND INSTRUCTIONS ___________________________________ 55

K – REPRESENTATIVE AND CERTIFICATIONS ___________________________________________ 55 K.1 Provisions Incorporated by Reference ____________________________________________________________ 55 K.2 52.204-3 Taxpayer Identification Number (Oct 1998) ________________________________________________ 55 K.3 52.204-5 Women-Owned Business (Other Than Small Business) (May 1999) _____________________________ 56 K.4 52.204-8 Annual Representations and Certifications (Jan 2017) ________________________________________ 56 K.5 52.204-15 Service Contract Reporting Requirements for Indefinite-Delivery Contracts (Oct 2016) _____________ 60 K.6 52.209-5 Certification Regarding Responsibility Matters (Oct 2015) ____________________________________ 61 K.7 52.209-12 Certification Regarding Tax Matters (Feb 2016) ___________________________________________ 62 K.8 52.219-1 Alt I Small Business Program Representations (Oct 2014) _____________________________________ 62

L – INSTRUCTIONS AND NOTICES TO OFFERORS ________________________________________ 66 L.1 52.252-2 Clauses Incorporated by Reference (Feb 1998) ______________________________________________ 66 L.2 52.214-15 Period for Acceptance of Bids (Apr 1984) ________________________________________________ 66 L.3 52.216-1 Type of Contract (Apr 1984) ____________________________________________________________ 66 L.4 52.233-2 Service of Protest (Sep 2006) ___________________________________________________________ 66 L.5 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) __________________________________ 67

L.6 Instructions to Offerors ________________________________________________________________________ 67 L.7 Formatting Proposal Instructions ________________________________________________________________ 68 L.8 Proposal Submission __________________________________________________________________________ 69

M – EVALUATION FACTORS FOR AWARD _______________________________________________ 72 M.1 52.252-2 Clauses Incorporated by Reference (Feb 1998) _____________________________________________ 72 M.2 52.252-1 Solicitation Provisions Incorporated by Reference (Feb 1998) _________________________________ 72 M.3 Award Without Discussion ____________________________________________________________________ 72 M.4 Rejection of Non-Responsive and Unrealistic Proposals ______________________________________________ 72 M.5 Right Not to Award __________________________________________________________________________ 73 M.6 Basis for Award - Best Value / Trade Off _________________________________________________________ 73 M.7 Evaluation Process ___________________________________________________________________________ 73 M.8 Evaluation Factors ___________________________________________________________________________ 73 M.9 Evaluation Methodology ______________________________________________________________________ 74

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 First

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.

Program Manager Mid

Program Manager Senior

Deputy Program Manager First

Deputy Program Manager Mid

Deputy Program Manager Senior

Contract Administrator/Manager First

Contract Administrator/Manager Mid

Contract Administrator/Manager Senior

Readiness/Deployment Manager First

Readiness/Deployment Manager Mid

Readiness/Deployment Manager Senior

General Planner First

General Planner Mid

General Planner Senior

Administrative Assistant First

Administrative Assistant Mid

Administrative Assistant Senior

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

Appraiser Mid

Appraiser Senior

Archaeologist First

Archaeologist Mid

Archaeologist Senior

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). Alternative labor categories proposed as PMO support staff will be considered.

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.

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). 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 of the base contract award. Thereafter, the Contractor shall have the remaining staff submit all required security documents within two (2) months. In total, the contactor shall complete all security document submissions for all their staff within three (3) months of contact award. 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. However, the Contractor may propose additional personnel who may be trained to become trainers, which shall be identified in the training plan.

FEMA will provide the required programmatic training materials to the trainers. Within 60 calendar days of receiving train-the-trainer training, the Contractor’s trainer staff shall be responsible for training the Contractor’s remaining staff on the specified PA courses as identified by the position and labor category in Attachment 2 of the PWS – Labor Categories, Qualifications, and Tasks.

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 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)

Engineer (any 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, the Contractor will be required to submit a comprehensive written QCP within five (5) business 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 open task orders in accordance with the PRS. A QCP template shall be submitted within 30 days after contract award and shall be requested and updated to be implemented upon each task order award. 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. In the event there is a holiday that is observed by DHS FEMA, but not by the Contractor, the Contractor must arrange with the Contracting Officer’s Representative/Task Monitor, a plan for how to ensure that the full weekly work commitment is met (i.e. work 4/10 hour days, work at their hotel rooms, or at a Contractor facility, etc.) The Contractor must provide the plan to the Contracting Officer’s Representative/Task Monitor as far in advance as possible, but under no circumstances shall it be less than one week prior to the holiday. The DHS FEMA Contracting Officer’s Representative/Task Monitor will make every effort to accommodate the Contractor’s plan.

Type of Contract: The government will award a hybrid Indefinitely Delivery/Indefinitely Quantity (IDIQ) type contract with Firm Fixed Price (FFP), Time and Material (T&M), and/or Cost Reimbursement (CR) type contract line item numbers (CLINs) on the task orders.

Kick-Off/Post Award Conference/Periodic Partnering Meetings: The Contractor shall participate in a kick-off meeting with the Government no later than five (5) business days after contract award. The Contractor shall provide key personnel with authority to make decisions and take responsibility of any actionable items as a result of the meeting. The Contractor agrees to attend any post award meetings convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings the contracting officer will apprise the Contractor of how the Government views the Contractor's performance and the Contractor will apprise the Government of problems, if any. Partnering meetings may be held at the Government’s discretion.

Types of partnering meetings include Senior Partnering, Operational Partnering, and Individual Partnering. As part of these partnering meetings, the Contractor may be asked to present a quarterly briefings to the COR and other interested FEMA personnel on the status of tasking under the contract. Partnering meetings may be held at either FEMA or the Contractor’s office. These meetings shall be at no additional cost to the Government and shall be included as M&A.

Key Personnel: The following personnel are considered key personnel by the government: Program Manager, Deputy Program Manager, Contract Manager, and Deployment/Readiness Manager. The Contractor shall provide a program manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the Contractor when the program manager is absent shall be designated in writing to the Contracting Officer. The Contractor’s Program Manager or alternate shall have full authority to act for the Contractor on all contract matters relating to daily operation of this contract. 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.

Staffing: The Contractor shall provide a staffing plan that describes in detail the management systems and organizational structure that will be utilized in the performance of the contract requirements, including those being performed by Subcontractors. The staffing plan shall describe in detail how the Contractor will respond to and manage all Contractor personnel for each task during multiple and/or concurrent disasters. This includes the procedures for providing the type and number of personnel needed and the deployment parameters listed in the Contractor’s management plan. The plan shall also demonstrate the Contractor’s procedures and capability to surge beyond their base pool of personnel in the event FEMA requests additional personnel such as for a catastrophic event. The Plan shall also be a living document that is flexible enough to adapt to changing requirements under the broader scope.

Staffing Compliance (Stafford Act): The Contractor will prepare a tracker in their TOSR that shows the labor mix on the task order. It will illustrate at least the labor category, number of personnel, monetary value, and local versus non-local firms and any other labor and/or staffing related trend as identified by the CO. In addition, upon request, the Contractor will provide an addendum to their personnel report that shows how it intends to maximize to the highest extent practicable the use of local firms to supplement its labor pool in support of this contract. The Contractor will be required to meet goals as set by the CO in regards to local versus non local firms.

Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their Contractor status is not obvious to third parties are required to identify…