J1 Program and Project Analysis Scheduler - SOW.pdf

SCOPE OF WORK

Program and Project Schedule Analysis

Replace Airport Traffic Control Tower (ATCT), ATCT; Modernize/Sustain Terminal Facilities

Bipartisan Infrastructure Law, Facilities and Equipment Projects

November 6, 2024

U.S. Department of Transportation Federal Aviation Administration

1. INTRODUCTION

The Federal Aviation Administration (FAA) intends to perform construction or renovation projects at numerous Airport Traffic Control Tower (ATCT) and Terminal Radar Approach Control (TRACON) facilities throughout FAA’s Western Service Area (WSA) and Central Services Area (CSA). These projects are funded through the Bipartisan Infrastructure Law (BIL) or Facilities and Equipment (F&E). Some of the new construction ATCT projects are part of the Department of Transportation goal of constructing 30 new ATCT’s by 2030. The FAA is exploring multiple delivery methods, including Design-Build under FAA’s Basic Order Agreement, Design-Build Full and Open Competition, and Design-Bid-Build Full and Open Competition. All projects are to be executed by centers/groups that are affiliated with the Terminal Facilities Team (aka “Terminal Program”), that is within the Facilities & Engineering Services directorate under the Technical Operations organization under the FAA’s Air Traffic Operations line of business.

This Indefinite Delivery Indefinite Quantity (IDIQ) contract is to acquire an analyst for program and project scheduling services (including forensic schedule analysis) to support approximately fourteen (14) tower replacement, modernization and sustainment projects throughout WSA and CSA. The services will support the projects at multiple stages, including contract award, construction, installation, and commissioning. Funding for the projects will be provided by either Bipartisan Infrastructure Law (BIL) or Facilities and Equipment (F&E). For the purpose of this contract and scope of work, the contractor providing these analysis will be referenced as FS (forensic scheduler) Analyst.

1.1. The FAA will solicit proposals for tower builds and modernization and sustainment projects. A critical component of the proposals will be a project schedule. The FS Analyst will complete a thorough review of the design build proposals and analyze the overall quality of each proposal with emphasis on the schedule. The FAA will use the FS Analyst’s analysis and recommendation as part of the proposal evaluation process

1.2. Offerors will be advised that their schedules will be reviewed and analyze by the FS Analyst.

1.3. Project types will vary from establishing a new facility (i.e., replacement of an ATCT) to modernizing/sustaining FAA facilities(typically ATCT’s or TRACONs).

1.4. Program Support consists of supporting FAA’s mission to replace or establish multiple

BIL ATCT’s in the Western Service Area and/or Central Service Area. The purpose of this effort is to provide FAA advance notice of actions required to maintain the goal of 30 by 2030. Examples of these items:

• Procurement Dates: Funding Availability, Solicitation, Advertise, Award

• Need by Dates: National Environmental Policy Act (NEPA), Lease, Availability of

Government Furnished Materials, Utility contracts.

• Resource Coordination: Electronic Equipment Installation start date

As work progresses on the Program, the FAA will utilize the FS Analyst’s quarterly reports and analysis to determine actions required to maintain the overall program schedule. The analysis must contain recommendations to maintain the schedule. This could include staggering activities, or early starts. The NEPA process and leasing activities must be monitored.

1.5. Project Support consists of typical contract monitoring and analysis for either a Design-

Build or Design-Bid-Build implementation methods.

After the contract is awarded, the FS Analyst must review all schedules, and participate in weekly progress teleconferences, submitted by the design-build or design-bid-build contractor and consult in multiple areas including:

• Analysis support for the selection of the best qualified DB Team for the BIL ATCT projects

• Monthly schedules submitted with the contractor’s pay application

• Three week look ahead schedules

• Any other project schedules or fragnets submitted during the course of the project

• Coordinating with the FAA project engineers and contractor to analyze how changes to one or more of the project activity’s parameters (e.g. early start, early finish, late start, late finish, float, duration), critical path(s), or the sequence/relationship of activities may impact project milestones and/or overall completion.

• Schedules submitted as part of Office of Dispute Resolution for Acquisition (ODRA) or other dispute resolution processes including litigation.

The FAA must rely on deliverables submitted under this contract to manage expectations of all FAA project stakeholders and to ensure the design-build contractor meets its contractual obligations. The FAA intends to include liquidated damages on the design-build contract which will be assessed if the contractor does not meet its contractual completion date.

1.6. Electronic Equipment Installation Schedule: As each BIL ATCT reaches beneficial occupancy, FAA intends to begin equipment installation activities. The FS Analyst will generate an installation schedule for each site in coordination with FAA’s Lead Electronic Engineer for each project.

2. GENERAL SCOPE TASK ITEMS

This contract will be awarded on a time and materials (T&M) basis. The contract will be awarded for a five (5) base year ordering period. The general scope task items include the following:

2.1. Design Build Solicitation Assistance (Nonseverable): FAA intends to utilize “Best Value” two phase selection process to select Design Build or General Contractor Teams for either Design Build or Design Bid Build projects. These teams comprising of architect-engineer firms, contractors, or both, will be required to provide a project schedule for consideration. The FS Analyst will be requested to review and analyze the proposed schedule for feasibility and logic. The FS Analyst review will be used in consideration for selection of Project Team/award. The FS Analyst must participate in the selection process during two, virtual meetings.

2.1.1 Travel: No Travel is required for this task.

2.1.2 Deliverables: Report Findings after review of the construction contractor’s schedule submittals. Due to the pace of the selection process, a letter report must be provided within 3 days of the submittal submission.

2.2. Program Schedule Monitoring and Analysis (Severable): The FS Analyst must coordinate with lead engineers and Terminal Program management to identify possible schedule and resource issues in the Terminal Program. The program schedule is a high-level schedule that can span as far as 10+ fiscal years to track the portfolio of projects that are either in a planning, execution, or disposition status. The reporting must provide trend analysis for late or delayed activities affecting individual project schedules. The program schedule will be utilized by FAA to determine resource allocation and deployment of FAA’s Equipment Installation Teams.

2.2.1 Travel: Travel if required will be determined at the task order level.

2.2.2 Deliverables: Quarterly Reporting of the Terminal Program identifying in the overall progress of the projects. The report must contain critical activities such as status of Government Furnished Equipment, Contract Procurement, Electronic Equipment Site Preparation and installation activities. The Vendor must track all the projects from an overall Terminal Program view.

2.3. Project Support (Severable): As is typical with medium to large commercial construction and renovation projects, the construction contractor will submit numerous schedules throughout the project. Examples include, but are not limited to:

- Monthly Pay Applications

- Change Proposals that include schedule impacts

- Requests for Equitable Adjustments

- Requests for time extensions due to impacts from supply chain, resource availability, weather, etc.

Whenever a project schedule is submitted by the construction contractor, the FS Analyst must review schedule logic, activity relationships, constraints, overall accuracy, accuracy of the critical path(s), and any other relevant properties of the schedule.

Vendor must participate in weekly progress teleconferences throughout the life of the project.

Performing a thorough schedule review/analysis may also require in-depth examination of the following items:

a. Construction schedules

b. Relevant contract drawings and specifications

c. FAA Weekly Reports

d. Owner’s Meeting Minutes

e. Requests for Information (RFI’s)

f. Submittals

g. Procurement Change Requests (PCR’s): PCRs are government initiated requests for contract changes, they are initiated by the government and submitted to the contractor for review/validation/pricing, may or may not result in a contract modification

h. Notification of Impact letters: Letters are initiated by the contractor as soon as practical after the contractor becomes aware of a potential impact, they are submitted to the FAA and followed up with a Change Estimate (CE) which includes details on cost and schedule impacts

i. Change Estimates: CE’s are issued by the contractor and given to the FAA for review/validation/pricing

j. Non-compliance reports (NCR’s)

k. Schedules produced by the construction contractor and received as part of owners meeting minutes, email, etc.

l. Contractor must perform schedule analysis to track added and/or deleted activities, as well as relationships/links between activities, from month to month

m. Contractor must establish/track the critical path progression and changes for the construction duration Contractor must review all claims submitted

2.3.1. Travel: At least four two-day trips to job site is assumed. If additional trips are required, it will be requested by the Government.

2.3.2. Deliverables: Include a report of findings after review of the monthly schedule submission. FS Analyst must review the schedule submission, daily/weekly reports, payroll records and all other relevant documents to determine if the contractors schedule is accurate and achievable. Report must include documentation of activities in the schedule that are not accurate compared to onsite progress, shall highlight logic changes in the schedule, and document areas of future schedule risk. Monthly schedule updates will be provided for review and analysis. Review and analysis of construction submittals, change requests owner or contractor generated, requests for information must be returned to FAA within 5 business days of receipt. Quicker return times may be required; and will be determined on an as needed basis and coordinated with the Forensic Scheduler.

2.4. Electronic Equipment Installation Schedule Monitoring and Analysis (Severable): In coordination with FAA, the FS Analyst must develop an electronic equipment installation schedule by system for the project. FAA anticipates the equipment to be similar at each site. This schedule shall be used by FAA to deploy resources and identify any potential delays in implementing Commissioning of the facility into the National Air Space. For planning purposes, this activity will vary from six months to 16 months typically.

2.4.1. Travel: No travel is anticipated for this task.

2.4.2. Deliverables: The initial deliverable must be a detailed site preparation and installation schedule for each individual project. This includes anticipated equipment deliveries. The FS Analyst must monitor and track the progress of the Electronic Site Prep/Installation activities. The FS Analyst must provide a monthly letter report documenting progress, trend analysis and potential delays.

The monthly letter report is due at the end of calendar month.

2.5. Contract Option for ODRA and/or Litigation Support (Nonseverable): Work may include ODRA or other dispute resolution proceedings. This task must be proposed on an hourly rate for schedule analysis and litigation support. This will be a contract option that may/may not be required.

At the request of the FAA, the FS Analyst must review and analyze all claims submitted by the construction contractor. The purpose of the review/analysis is to determine the legitimacy of the claim based on the construction contractor’s accumulated project knowledge, past experience, as well as the information provided in the claim. The FS Analyst must track and submit time sheets for individuals working on this task.

2.5.1. Travel: Travel is anticipated for this task. If this task is initiated the Contracting

Officer will determine the anticipated number of trips and locations. Travel requests and subsequent expenses, if necessary, during this phase must be submitted to the FAA CO for validation (prior to travel) and payment after travel is complete. The contracted Scheduler must comply with all Government travel and per diem rates provided by General Services Administration Travel Regulation. Unallowable costs shall not be reimbursed.

2.5.2. Deliverables: Deliverables will vary from letter reports, schedule – Fragnet, written analysis of claims. These reports must be provided within 3 business days of receipt of request. Quicker turn arounds may be required and will be identified by the Contracting Officer if necessary.

3. DETAILED SCOPE AND DELIVERABLES

The period of performance (PoP) of each tasks shall be captured at the Task Order (TO) level.

The tasks PoP must begin from the date of the TO Award to the completion date provided in the TO. The FS Analyst must begin the analysis work and schedule a project kickoff meeting immediately following the TO award.

The FS Analyst acknowledges that any contractors, who visit FAA facilities as part of their duties under this contract, requires a valid driver’s license to enter the building. Information regarding the FS Analyst must be supplied in advance to ensure entry will be allowed.

The FS Analyst must immediately notify the FAA CO if there are any conflicts of interest with the construction contractors competing for this work. This effort must be transparent and defensible in case a protest is lodged by a prospective DB/construction contractor.

The FS Analyst must only discuss its findings with the FAA CO, FAA engineers, and FAA legal counsel. The FS Analyst must not disclose its findings outside of the FAA unless specifically authorized in writing by the FAA CO. The FS Analyst must sign a Non-Disclosure Statement and Organization Conflict of Interest for each project it will be analyzing.

All work under this contract must be performed in accordance with this contract, SOW and technical input from the FAA. The FS Analyst must furnish skilled technical, supervisory, and administrative personnel to ensure the expeditious completion of the work specified herein within the allotted time frames.

Only the FAA Contracting Officer can make contractual changes on behave of the Government. To facilitate the progress of this effort, coordination of change issues may be initiated with the FAA Project Engineer; however, all contract changes must be issued by written modification from the FAA CO.

The deliverables under this contract must be thorough, logical, technically sound, accurate, and provide sufficient detail to allow the government to negotiate and/or defend itself in ODRA or other legal avenue. All schedules must be delivered in Primavera. Spreadsheets must be Microsoft excel with narratives in MS Word. Electronic deliverables must include a PDF copy and must be provided within five business days unless stated otherwise in other sections of the

SOW.

At the conclusion of the contract, all documents must become the property of the FAA.

Project Commitment: It is required that the successful contractor must devote the level of effort, skilled manpower, and other resources necessary to complete the analysis work and submit all findings/reports in compliance with the performance time of this contract.

4. Generic Career Level Descriptions of Professional Labor

4.1. Senior:

10+ years of experience in the following:

Preparing master schedules for projects. Supervising and/or instructing Journey-level individuals. The Senior level is considered a subject matter expert in schedule logic, resource loading, cost loading, Critical Path Method (CPM) calculations, and project controls. Presenting detailed reports to advise owners on cost/time impacts to their projects. Likely possesses both Project Management Professional (PMP) and Planning & Scheduling Professional (PSP) certifications, in addition to a Master’s in Engineering and/or Master’s in Construction Management. Has extensive experience working on behalf of an owner leading claims analysis for dispute resolution and litigation, including testifying in deposition and court trials.

4.2. Journey / Mid:

5 – 10 years of experience in the following:

Preparing master schedules for projects. Routinely reviews schedule logic, resource loading, cost loading, to evaluate whether project schedules are reasonable. Conducts Critical Path Method (CPM) calculations and prepares reports that will be used to inform owners cost/time impacts to projects. Assists in examining other project controls such as Earned Value Management (EVM). Possesses a Project Management Professional (PMP) Certification or Planning & Scheduling Professional (PSP) Certification, but not both. Bachelors or Master’s in Engineering or Construction Management. Has limited experience working on behalf of an owner assisting an expert with claims analysis for dispute resolution by preparing written reports to document findings. May have limited experience in deposition.

4.3. Entry / Working:

0 – 5 years of experience in the following:

Preparing master schedules for projects. Limited experience in reviewing schedule logic, resource loading, and cost loading to evaluate if project schedules are reasonable. Limited experience in conducting Critical Path Method (CPM) calculations and determining cost/time impacts to projects. May possess a Planning & Scheduling Professional (PSP) Certification, but not required. Bachelor’s degree in Engineering or Construction Management. Little or no experience in claims review.

5. TASK ORDER DETAIL

5.1. Seed Task Order: The first task order for this IDIQ includes the following tasks:

a) TO 0001 - Replace PIH ATCT (Pocatello, Idaho) - BIL

i. Project Support

ii. Electronic Equipment Installation Schedule Monitoring and Analysis

5.2. Period of Performance: The anticipated period of performance for this Task Order is

30 months from award date.