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Administrative History for Lewis and Clark Nationa Federal contract opportunity
Solicitation number
P16PS00741
Issued by
Department of the Interior National Park Service

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P16PS00741

1. REQUEST NO.

5a. ISSUED BY

NAME

a. NAME

c. STREET ADDRESS

d. CITY

10. PLEASE FURNISH QUOTATIONS TO

THE ISSUING OFFICE IN BLOCK 5a ON

OR BEFORE CLOSE OF BUSINESS (Date)

2. DATE ISSUED 3. REQUISITION/PURCHASE REQUEST NO. 4. CERT. FOR NAT. DEF.

UNDER BDSA REG. 2

AND/OR DMS REG.1

RATING

6. DELIVERY BY (Date)

7. DELIVERY

9. DESTINATION

a. NAME OF CONSIGNEE

b. STREET ADDRESS

PAGE OF PAGES

5b. FOR INFORMATION CALL: (No collect calls)

TELEPHONE NUMBER

AREA CODE NUMBER

8. TO:

b. COMPANY

e. STATE f. ZIP CODE

c. CITY

d. STATE e. ZIP CODE

IMPORTANT: This is a request for information, and quotations furnished are not offers. If you are unable to quote, please so indicate on this form and return it to the address in Block 5a. This request does not commit the Government to pay any costs incurred in the preparation of the submission of this quotation or to contract for supplies or services. Supplies are of domestic origin unless otherwise indicated by quoter. Any representations and/or certifications attached to this Request for Quotations must be completed by the quoter.

11. SCHEDULE (Include applicable Federal, State and local taxes)

THIS RFQ

REQUEST FOR QUOTATION

(THIS IS NOT AN ORDER)

IS IS NOT A SMALL BUSINESS SET ASIDEX

03/30/2016 0040264797

1 61

601 Riverfront Drive Omaha NE 68102

NPS, MWR - MWRO MABO

09/30/2018

402 661-1698Nicholas Murray

05/02/2016 1400 CT

FOB DESTINATION

OTHER

(See Schedule)X

ITEM NO.

(a)

SUPPLIES/SERVICES

(b)

QUANTITY

(c)

UNIT

(d)

UNIT PRICE

(e)

AMOUNT

(f)

THIS IS A SOLICITATION.

The National Park Service, Midwest Region Major Acquisition Buying Office (MABO), is issuing this request for proposal for the preparation, research and writing of an Administrative History for Lewis and Clark National Historic Trail (NHT).

The work requires the contractor to prepare a comprehensive synthesis of primary and secondary source material that is pertinent specifically to Lewis and Clark National Historic Trail. The study shall conform to professional standards regarding methodology of historical research and writing. Stylistic, bibliographical, and report production standards shall conform to the current Continued ...

12. DISCOUNT FOR PROMPT PAYMENT

a. 10 CALENDAR DAYS (%) b. 20 CALENDAR DAYS (%) c. 30 CALENDAR DAYS (%) d. CALENDAR DAYS

NUMBER PERCENTAGE

NOTE: Additional provisions and representations

13. NAME AND ADDRESS OF QUOTER

b. STREET ADDRESS

c. COUNTY

d. CITY e. STATE f. ZIP CODE

14. SIGNATURE OF PERSON AUTHORIZED TO

SIGN QUOTATION

16. SIGNER

a. NAME (Type or print)

c. TITLE (Type or print)

a. NAME OF QUOTER

AREA CODE

NUMBER

15. DATE OF QUOTATION

b. TELEPHONE are are not attached

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition not usable

STANDARD FORM 18 (REV. 6-95)

Prescribed by GSA - FAR (48 CFR) 53.215-1(a)

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

P16PS00741

edition of the Chicago Manual of Style. The study will include an oral history project whereby 22 current and former NPS employees, partners, and tribal members important to the history of this park unit will be interviewed in person, digitally recorded, and transcriptions prepared.

This requirement has been set aside for total small business competition in accordance with FAR

52.219-6 Notice of Total Small Business

Set-Aside.

Type of Contract: Firm Fixed Price

NAICS: 541720 (Historic and cultural preservation research and development services) The small business standard is $20.5 M. One (1) firm-fixed price contract will be awarded on a best value basis.

Contract Period of Performance: Estimated at twenty (24) months ADO

The Government will award one contract resulting from the solicitation to the responsible offeror whose offer conforming to the solicitation will be most advantageous to the Government, price and other factors considered.

Required quote submission documents:

1.Signed Standard Form 18

2.Section B, Schedule Item Pricing sheet along with itemized breakdown of all costs.

3.All vendor completed sections hi-lighted within the solicitation document.

Please be advised that this requirement may be delayed, cancelled, or revised at any time during the process based on decisions related to the

Department of Interior (DOI) and National Park

Service (NPS).

CONTRACTING POC/BUYER:

Nicholas M Murray, (402)661-1698 nicholas_m_murray@nps.gov

Legacy Doc #: NPS

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 61

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

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

P16PS00741

00010 Preparation of a Administrative History in accordance with the scope of work.

Delivery: 09/30/2018

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sol_P16PS00741 Administrative History-LECL Page 4 of 62

A - Solicitation/Contract Form B - Supplies or Services/Prices

SCHEDULE

C - Description/Specifications

SCOPE OF WORK

D - Packaging and Marking

NO CLAUSES INCLUDED

E - Inspection and Acceptance

NO CLAUSES INCLUDED

F - Deliveries or Performance

NO CLAUSES INCLUDED

G - Contract Administration Data

1452.201-70 AUTHORITIES AND DELEGATIONS (SEPT 2011)

ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS – INVOICING PROCESSING

PLATFORM (IPP) (APRIL 2013)

H - Special Contract Requirements

NO CLAUSES INCLUDED

I - Contract Clauses 52.252-2 Clauses Incorporated by Reference. (FEB 1998) 52.202-1 Definitions. (NOV 2013) 52.203-5 Covenant Against Contingent Fees. (MAY 2014) 52.203-6 Restrictions on Subcontractor Sales to the Government. (SEP 2006) 52.203-7 Anti-Kickback Procedures. (MAY 2014) 52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform Employees of Whistleblower Rights. (APR 2014) 52.212-3 Offeror Representations and Certifications-Commercial Items. (DEC 2014) 52.212-4 Contract Terms and Conditions - Commercial Items. (DEC 2014) 52.212-04 Modify 52.212-5 Contract Terms and Conditions Required To Implement Statutes or Executive Orders - Commercial Items. (DEC 2014) 52.203-99 Prohibition on Contracting with Entities that Require Certain Internal Confidentiality Agreements (MAR 2015) (DEVIATION) 52.225-13 Restrictions on Certain Foreign Purchases. (JUN 2008) 52.226-6 Promoting excess food donation to nonprofit organizations. (MAY 2014) 52.232-1 Payments. (APR 1984) 52.233-3 Protest after Award. (AUG 1996)

INCORPORATED BY REFERENCE

52.233-4 Applicable Law for Breach of Contract Claim. (OCT 2004)

52.209-05 CERTIFICATION REGARDING RESPONSIBILITY MATTERS - APRIL 2010

SUBPART 42.15 CONTRACTOR PERFORMANCE INFORMATION (DIAPR) 2010-14, Amendment

CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (JULY 2010)

Prohibition on Contracting with Entities that Require Certain Internal Confidentiality Agreements— Representation (FEB 2015) 52.204-13 System for Award Management Maintenance. (JUL 2013) 52.209-10 Prohibition on Contracting With Inverted Domestic Corporations. (DEC 2014) 52.215-8 Order of Precedence - Uniform Contract Format. (OCT 1997) 52.219-6 Notice of Total Small Business Set-Aside. (NOV 2011) 52.219-28 Post-Award Small Business Program Rerepresentation. (JUL 2013) 52.223-2 Affirmative Procurement of Biobased Products Under Service and Construction Contracts.

(SEP 2013)

52.223-5 Pollution Prevention and Right-to-Know Information. (MAY 2011) 52.223-6 Drug-Free Workplace. (MAY 2001) 52.223-18 Encouraging Contractor Policies to Ban Text Messaging While Driving. (AUG 2011)

J - List of Documents, Exhibits and Other Attachments K - Representations, Certifications, and Other Statements of Bidders

Sol_P16PS00741 Administrative History-LECL Page 5 of 62

52.204-8 Annual Representations and Certifications. (DEC 2014) 52.225-25 Prohibition on Contracting with Entities Engaging in Certain Activities or Transactions Relating to Iran-Representation and Certifications. (DEC 2012)

L - Instructions,Conditions, and Notices to Bidders 52.212-1 Instructions to Offerors -Commercial Items 52.204-7 System for Award Management. (JUL 2013) 52.233-2 Service of Protest. (SEP 2006) Proposal Submission Instructions and Limitations Specific Instructions (Organization/Distribution/Number Of Copies/Page Limits):

M - Evaluation Factors for Award 52.212-2 Evaluation - Commercial Items. (OCT 2014)

Sol_P16PS00741 Administrative History-LECL Page 6 of 62

A - Solicitation/Contract Form

This requirement has been set aside for total small business competition in accordance with FAR 52.219-6 – Notice of Total Small Business Set-Aside.

The contracting point of contact is Nicholas M Murray at nicholas_m_murray@nps.gov or 402- 661-1698.

All questions shall be submitted electronically to nicholas_m_murray@nps.gov no later than 2:00 PM CST, Wednesday, April, 13, 2016.

Offer due date: All quotes shall be submitted electronically to nicholas_m_murray@nps.gov no later than 2:00 PM CST, Monday, May 02, 2016.

Type of Contract: Firm Fixed Price

Required quote submission documents:

1. Signed Standard Form 18

2. Section B, Schedule Item Pricing sheet along with itemized breakdown of all costs.

3. All vendor completed sections hi-lighted within the solicitation document.

Please be advised that this requirement may be delayed, cancelled, or revised at any time during the process based on decisions related to the Department of Interior (DOI) and National Park Service (NPS).

B - Supplies or Services/Prices

SCHEDULE

Each proposed item shall include all cost for materials, labor, expenses, fees, overhead and profit associated with each proposed item to construct the following areas of work in accordance with the contact documents.

ITEM DESCRIPTION QUANTITY UNIT PRICE

00010 Administrative History 1 Job $___________

TOTAL LUMP SUM PRICE $___________

The project shall be completed within twenty (30) months of contract initiation. The final NHL nomination will be submitted by the NPS to the National Landmarks Committee of the National Park Service Advisory Board.

- END OF SCHEDULE –

C - Description/Specifications

Sol_P16PS00741 Administrative History-LECL Page 7 of 62

SCOPE OF WORK

ADMINISTRATIVE HISTORY

LEWIS AND CLARK NATIONAL HISTORIC TRAIL

IOWA, IDAHO, ILLINOIS, KANSAS, MISSOURI, MONTANA, NORTH DAKOTA

NEBRASKA, OREGON, SOUTH DAKOTA, WASHINGTON

March 21, 2016

I. Introduction

The National Park Service (NPS), through the Midwest Regional Office (MWRO), requires the performance of research and writing of an Administrative History for Lewis and Clark National Historic Trail (NHT). The history will help complete basic historical documentation of the park’s story and resources related to the route of United States explorers Meriwether Lewis and William Clark. The information contained in the Administrative History is essential for present and future interpretation and resource management.

This Administrative History is a comprehensive synthesis of primary and secondary source material that is pertinent specifically to Lewis and Clark National Historic Trail. The study shall conform to professional standards regarding methodology of historical research and writing.

Stylistic, bibliographical, and report production standards shall conform to the current edition of the Chicago Manual of Style. The study will include an oral history project whereby 22 current and former NPS employees, partners, and tribal members important to the history of this park unit will be interviewed in person, digitally recorded, and transcriptions prepared.

The Administrative History, including enumerated appendices, graphics, and index shall be completed within twenty-four months from the date of contract award.

II. DESCRIPTION OF THE RESOURCES

Lewis and Clark National Historic Trail extends 3,700 miles from Wood River, Illinois, to the mouth of Oregon’s Columbia River. It commemorates the Lewis and Clark Expedition of 1804- 1806 and is a component of the National Trails System administered by NPS. Sites along the trail are managed by an assortment of federal land managing agencies, state, local, private, and tribal organizations. It provides opportunities for hiking, boating, horseback riding, and other forms of recreation at sites along the trail. It is the second longest of 23 National Scenic and National Historic Trails in the United States. From Illinois, it passes through Missouri, Kansas, Iowa, Nebraska, South Dakota, North Dakota, Montana, Idaho, Oregon, and Washington.

Administrative headquarters is co-located in the Carl T. Curtis Building with the NPS Midwest Regional Office (MWRO), 601 Riverfront Drive, Omaha, Nebraska. A visitor center highlights the explorers and their multi-year trip across North America and provides information about sites along the Trail.

NPS first proposed a "Lewis and Clark Tourway" in 1948 which would stretch along the Missouri River from St. Louis to Three Forks, Montana. American conservationist and cartoonist Jay

Sol_P16PS00741 Administrative History-LECL Page 8 of 62

Norwood Darling advocated for development of a recreational trail along the Expedition’s route.

In 1966, the Bureau of Outdoor Recreation issued a report mentioning a Lewis and Clark trail and it was included for study as a possible National Scenic Trail in the National Trails System Act of 1968. In 1978, the act was amended in the National Parks and Recreation Act which established the new category of National Historic Trails, and officially designated the Lewis and Clark National Historic Trail. From 2003 to 2006, Congress charged NPS with commemorating the Bicentennial of the Lewis and Clark Expedition with the Corps of Discovery II traveling exhibit.

Research Project – Develop and Complete the Administrative History for Lewis and Clark National Historic Trail

This project will provide for the first Administrative History of the Lewis and Clark National Historic Trail, documenting its conception, authorization, and the major issues that have shaped the past and current management philosophies. Today it is a fully staffed historic trail. This document will describe how the Trail was conceived and established, the NPS operational history of the Trail, and how it has been managed by NPS to the present day. It will highlight the trail as the prototype for all other historic trails in the National Trails System, its role in the Bicentennial commemoration of the Lewis and Clark Expedition known as Corps of Discovery II, and describe all partnerships that have been developed over time.

The Administrative History is an urgent necessity for current management as it will examine events while they are still in the recent past and while the individuals who participated in these events are able to provide primary source material from living memory. A historian(s) will be contracted to prepare the Administrative History. It will be based on an analysis of primary and secondary source material from park records, state and local archives, and regional, and NPS Washington Office files; primary sources include oral history interviews with former trail employees and many of the people who were involved in the Trail’s establishment and operation, including legislators and tribal members.

NPS is seeking to increase its understanding and document the history of its development and administration of Lewis and Clark NHT. To accomplish this, an Administrative History must be compiled. A park Administrative History is a history of a park unit as an institutional entity. Its purpose is to present the history of the NHT since the time it was first proposed through Congressional authorization and subsequent NPS management. It provides NPS managers a historic context for making decisions on issues relevant to NHT management. This research project will include a legislative history complete with a summary of testimony presented at hearings. It will also focus on all studies, plans, restoration/preservation activities, and management decisions regarding the operation, interpretation, and preservation of Lewis and Clark NHT.

This project will require primary and secondary research into the Administrative History of Lewis and Clark NHT. The completed study will include the following elements:

A. Introduction providing a brief overview of the Lewis and Clark Expedition known as the Corps of Discovery and narrative describing the Trail, its location, primary resources, values, purpose, and significance.

B. Previous celebration or commemoration of the Corps of Discovery in the United States, including any centennial observance.

Sol_P16PS00741 Administrative History-LECL Page 9 of 62

C. Comprehensive legislative history for Trail authorization and subsequent movement and study for its enlargement, to include: 1) critical statements or endorsements by congressional members that influenced authorization; 2) public testimony, (e.g.

individual or group) statements and/or endorsements that contributed to the eventual designation and enlargement of the Trail; and 3) a chronology of legislative benchmark events leading to designation. Nine months after contract award, the contractor will supply draft chapters for A., B., and C. to NPS for review and approval.

D. The primary emphasis of the study will provide a description and analysis of the development and administration of the Trail as a unit of the National Park System. The origin and rationale for key management decisions shall be thoroughly discussed and reference made to planning documents, studies, and other historical, archeological, and scientific research reports that resulted in major management decisions.

The study will focus on such areas as:

As one of the first designated historic trails, the report will evaluate how Lewis and Clark NHT set precedents for other historic trails.

Planning for the Trail began as early as 1961. As part of President Lyndon B. Johnson’s “Natural Beauty Message” delivered on February 8, 1965, Johnson called for development and protection of a balanced system of trails across the US.

In 1965, the Lewis and Clark Trail Commission was established by Congress to advance public awareness of the Lewis and Clark Expedition and to promote outdoor recreation resources along the route.

The same year, The Lewis and Clark Trail—A Proposal for Development by the Bureau of Outdoor Recreation recommended “a hiking and horseback trail should be constructed to follow as closely as possible the expedition’s water and overland route.” The study identified 512 existing historic and recreational sites development for public use along the route and proposed 384 more to be connected by foot or riding trails.

A follow-up Bureau of Outdoor Recreation study in 1966 called Trails for America: Report on the Nationwide Trail Study named the Lewis and Clark Trail as having high potential as a National Scenic Trail, along with the Oregon, Santa Fe, North Country, and Natchez trials.

National Trails System Act of 1968 (Public Law 90-543) established national scenic, historic, and recreation trails as components of the National Trails System. In 1978 came the National Parks and Recreation Act which designated five new trails, including Lewis and Clark National Historic Trail. Since 1968, Congress has designated five National Scenic Trails and 12 National Historic Trails. The acts spell out specific authorities given to the secretaries of Interior and Agriculture in managing trail units.

Since its initial designation, the Trail has evolved from a small staff of NPS managers, through the complex planning and logistics of the Bicentennial, up to the present day. The Trail has had five Superintendents and was co-located with the Midwest Regional Office in the 1990s during the build-up to the Bicentennial.

Sol_P16PS00741 Administrative History-LECL Page 10 of 62

The Bicentennial was a major initiative across the 11 states of the Trail and unique experience in commemorative practices in the United States. In the 1990s commitment of human and fiscal resources to the Bicentennial of the Lewis and Clark Expedition (Corps II) grew exponentially.

Corps II personnel traveled thousands of miles stopping at hundreds of communities across America, reaching an audience of 500,000 people building partnerships unique to the trail system.

The Bicentennial provided for the expression of tribal perspectives and was a milestone for American Indian communities who assisted in budgeting, planning and coordination of the Bicentennial as well as in sharing their cultures. The unprecedented tribal participation, including the Circle of Tribal Advisors, helped to increase public knowledge of tribal histories and cultures.

At the conclusion of the Bicentennial in September 2006, Trail administration shifted its focus to efforts and activities necessary to address the major areas of trail administration such as cultural and natural resources preservation and protection, interpretation and education, and outdoor recreation.

The study will discuss the many operational, interpretive, and partnership decisions and the lessons learned, some that were successful and some that were not so successful, throughout the Trail’s development.

The Trail has limited federal ownership, unmarked boundaries, and a mission to administer and interpret resources related to the Corps of Discovery’s journey to find a navigable route to the Pacific Ocean. It works with formal and informal partners to fulfill its mandate to administer the Trail and provide technical and financial assistance to partners. Trail partners include other governmental agencies, private individuals, American Indian tribes, and universities—all have been fundamental in carrying out the Trail’s mission. All cooperative agreements will be fully discussed.

The study will provide a clear understanding of the historical impacts of numerous issues facing administration of the Trail and continue to affect the resources of the Trail such as ongoing interpretation and protection of the historic route, the threats to visual resources, developing and maintain partnerships, opportunities for recreation and the relationships between governments including tribal governments. Examination of this history will help sustain current partnerships, provide a model for creating new ones, and serve as a useful guide for other trail and park managers throughout the NPS and the historic preservation community.

Currently the Trail stretches across three NPS regions and includes assorted NPS units. There are 15 National Historic Landmarks along the route related to the story of the Expedition; this includes many U.S. Army forts that were constructed following the return of the Expedition.

There are seven National Park sites, two National Monuments, and four National Natural Landmarks along the route all related to the experience of the Trail. Documenting the Trail’s efforts to administer and interpret cultural and natural resources will enhance public understanding of what these resources are, increase appreciation for their importance, and highlight the challenges and successes of Trail administration.

Contents of all Trail-related reports and plans are to be summarized and management decisions explained.

The study will elaborate on goals and accomplishments of each Trail superintendent and division chief. It will document how and why the administrative operations of the Trail changed over time. Attention will be paid to the annual budget and staff growth.

Sol_P16PS00741 Administrative History-LECL Page 11 of 62

Interpretive programs, special exhibits, volunteers, use of social media, law enforcement, maintenance, oral history program, archeological inventory work, Eastern National bookstore and gift shop, visitor center and associated interpretive centers, and proposed Trail expansion plans will be discussed.

The contractor will provide within six months of contract award a detailed outline of the Administrative History for NPS review and approval.

The Administrative History must place Lewis and Clark NHT in context with the evolution of management policies, procedures, and practices of NPS over time, with a special emphasis on the National Trail System. This would include discussion of relationships and services provided by but not limited to inter-agency offices such as the Washington Office, Midwest Regional Office, Denver Service Center, Midwest Archeological Center, and Harpers Ferry Center. Contractor will utilize the files, library, and archives of the Lewis and Clark NHT. Records of the NPS MWRO in Omaha, Nebraska, will also be utilized. Trail-related correspondence generated in years prior to the establishment of an actual headquarters and NPS staff by the MWRO is in the archival records of NPS MWRO which are physically located at National Archives and Records Administration-Federal Records Center (NARA-FRC) in Kansas City, Missouri. (Please note, these records are only at FRC, not in the Archives branch.)

E. Oral history interviews with key decision-making personnel. Because NPS documentation is not complete, oral history interviews will be especially useful in the Administrative History. Twenty-three (22) formal oral history interviews will be conducted in person according to professional standards with current and/or retired NPS employees, tribal members, and partners pertinent to the park’s history as follows (grouped geographically, names and contact information to be provided following contract award):

Madison, Wisconsin T.G., former Lewis and Clark NHT superintendent

Omaha, Nebraska D.W., former Lewis and Clark NHT manager F.C., former Midwest Region Associate Regional Director, Cultural Resources M.W., Lewis and Clark NHT Superintendent C.M., former Corps II Chief of Logistics/Lewis and Clark NHT Chief of Interpretation D.W., Lewis and Clark NHT Chief, Resources Stewardship

Topeka, Kansas C.H., Circle of Tribal Advisors Leadership, Pawnee Tribe, former board member, Lewis and Clark Heritage Foundation/Lewis and Clark Trust

Fort Scott, Kansas B.B., former Lewis and Clark NHT Deputy Superintendent

Oro Valley/Tucson, Arizona S.A., former Lewis and Clark NHT Superintendent

Sol_P16PS00741 Administrative History-LECL Page 12 of 62

Tempe, Arizona R.M., Circle of Tribal Advisors Board Member, Shawnee Tribe

Santa Fe/Espanola, New Mexico O,H., former Lewis and Clark NHT American Indian Liaison

Miles City, Montana G.B. former Lewis and Clark NHT Superintendent

Missoula, Montana M.G., former President, Lewis and Clark Heritage Foundation/USFS Lewis and Clark lead during Bicentennial

Lapwai, Idaho A.P., Circle of Tribal Advisors Board Member, Nez Perce Tribe

Astoria, Oregon D.B., American Indian Liaison, Lewis and Clark NHT

Pendleton, Oregon B.C., Circle of Tribal Advisors Leadership, Umatilla Tribe

Gunnison, Colorado S.M., Circle of Tribal Advisors Program Manager

Golden, Colorado M.R., former Lewis and Clark NHT Challenge Cost Share grants specialist

Washington, D.C.

E.H., BIA Transportation/Tourism Specialist

Philadelphia, Pennsylvania P.J., former Corps II Chief of Interpretation

St. Louis, Missouri K.G., former Executive Director, National Council of Lewis and Clark Bicentennial

Lexington, Kentucky J.M., former President, Lewis and Clark Heritage Foundation/President, Lewis and Clark Trust

Oral history interviews will be conducted in person, digitally recorded, transcripts produced, a digital photograph of each interviewee taken, and assignment of interview rights forms signed.

All interviewees will be given an opportunity to review and edit his/her interview transcript over a one-month period.

Within one year of contract award, contractor will provide transcriptions of all oral history interviews for NPS inspection and approval.

Sol_P16PS00741 Administrative History-LECL Page 13 of 62

F. Bibliography of source materials, including all previous research, surveys, and reports dealing with the history of Lewis and Clark NHT.

G. Appendices: Information including, but not limited to, all pertinent legislation, maps and/or drawings, listing of annual budgets, and a comprehensive listing of past and present NPS personnel, will be included in the Administrative History's appendix. The study shall include appropriate maps and other figures within the narrative, including historic and contemporary photographs. The photographs shall have captions and identify their source.

H. A draft of the completed Administrative History with all above specified elements will be prepared and provided to NPS for review and comment according to a planning schedule and matrix outlined between NPS and contractor at the start of the project. Contractor will then incorporate all comments and resubmit a final draft. Following approval of the Administrative History by NPS, an index (generated by the latest version of Microsoft Word) will be prepared which incorporates all significant names, places, objects, activities, and programs referenced in the document. Used in conjunction with the Table of Contents, the Index will assist readers find particular topics of interest with ease. The final draft will then be reviewed by the Contracting Officer’s Representative (COR) to ensure all NPS comments have been incorporated, and then submitted for approval signatures.

III. General Proposal Outlines

The prospective contractor must formulate a study proposal and itemized cost proposal in response to this Scope of Work. The proposal must describe in detail the investigator's research strategy and qualifications of personnel responsible for completion of the study. Minimally, the study must individually address each topic (A-H) outlined in Section II, above.

IV. Additional Contract Requirements

A. General provisions

1. Prospective contractors should note that the research design submitted by the contractor becomes a binding element of the contract and is expected to be carried out. The research performed and reported must meet the minimum requirements.

2. Within 30 days of award of contract, the contractor shall attend a post-award scoping meeting at Lewis and Clark NHT headquarters in Omaha, Nebraska, to discuss technical aspects of the contract and to confirm the planning schedule for the submission of the deliverables.

3. The production of the Administrative History shall be completed within 24 months of contract award.

B. Report standards/format and submission schedule The final report will be in the latest version of Microsoft Word and include the information required in the specifications listed in Section II, above. It must be typed on 8-1/2 by 11-inch white paper. All pages must be numbered. Copies of photographs (screened for reproduction clarity), maps, drawings, and text must be clean, clear, and legible. The format must comply with the latest edition of the Chicago Manual of Style. In addition, all reports must contain the following:

Sol_P16PS00741 Administrative History-LECL Page 14 of 62

1. Title/Cover page listing the name of the Principal Investigator. If the report is also authored by Project Historians, the title page must identify the author(s) and bear the inscription, "Prepared under the supervision of (name), Principal Investigator." The title/cover page shall also include signature and date lines for three approving officials in the following order:

"Recommended/Associate Regional Director, Cultural Resources, Midwest Region/Date;

Concurred Superintendent, Lewis and Clark National Historic Trail/Date; and Approved/Regional Director, Midwest Region/Date."

2. Five (5) hard copies of the chapter outline will be submitted six months following contract award for NPS review and approval. The outline shall include descriptions of each chapter containing sufficient detail to demonstrate the complete range of topics and themes to be discussed as well as chronological periods. NPS will provide review comments on the chapter outline to the PI within 30 days of receipt of the document. The PI shall make necessary revisions and submit the final chapter outline to NPS within 15 days of receipt by the contractor.

The outline will provide the basis for the “Table of Contents” for the Administrative History.

3. Five (5) hard copies of the draft report will be submitted twenty months following contract award to NPS for review. The draft will be typed, double-spaced, with numbered reference lines in the left margins on each page of text and will include all maps, graphics, footnotes, and appendices to be included in the final report. The draft will be reviewed by NPS for contract sufficiency and professional quality. Within 45 days of receipt by NPS, the draft will be reviewed and the contractor will be notified when review comments will be transmitted. During the period of revision of the draft, the contractor will consult with NPS to ensure the satisfactory resolution of review comments and submission of a final draft in a timely manner.

4. A final draft report addressing review comments transmitted to the contractor by NPS will be submitted to NPS prior to printing of the final document. The contractor will design appropriate cover art/graphics including the NPS Arrowhead for the camera-ready final document. Printing on the document's spine will include title, author, National Park Service, and year of publication.

Within 60 days of NPS acceptance of the final draft (indicated by the three required signatures specified above) and before expiration of the twenty-four month contract period of performance, the contractor will furnish one (1) camera-ready unbound final document printed on archival paper, 100 dry ink digital printed and separately perfect-bound copies of the report, and a compact computer disk or disks containing the final document in the latest version of Microsoft Word.

5. All formal oral history interviews conducted will be digitally recorded and transcriptions prepared. All interview candidates must sign an interview rights release form (format to be supplied by NPS). Any additional interviews which take place on an informal basis (i.e., telephonically) must be comprehensively documented in a memorandum of telephone call. All recordings, transcripts, interview rights release forms, photographs, and memoranda of telephone calls will be transmitted to NPS with the final document.

C. Disposition of data

At the conclusion of research and within 60 days of written acceptance of the final camera-ready report, all notes, records, maps, drawings, photographs, negatives, slides, digital images, tapes, digital recordings transcripts, and other data acquired during the course of this study will be professionally organized for archival purposes and submitted to the Contracting Officers Representative, to be deposited in the archives of the Lewis and Clark NHT.

Sol_P16PS00741 Administrative History-LECL Page 15 of 62

D. Progress reports

Quarterly progress reports during the performance of the research and writing phases of this contract are required. The initial due date will be 90 days after contract award. All quarterly reports will be submitted to Ron Cockrell, Contracting Officer Representative, National Park Service, Midwest Regional Office, 601 Riverfront Drive, Omaha, Nebraska 68102-4226.

Alternatively, reports may be delivered via email to ron_cockrell@nps.gov.

D - Packaging and Marking

NO CLAUSES INCLUDED

E - Inspection and Acceptance

NO CLAUSES INCLUDED

F - Deliveries or Performance

NO CLAUSES INCLUDED

G - Contract Administration Data

1452.201-70 AUTHORITIES AND DELEGATIONS (SEPT 2011)

Authorities and Delegations (SEP 2011)

(a) The Contracting Officer is the only individual authorized to enter into or terminate this contract, modify any term or condition of this contract, waive any requirement of this contract, or accept nonconforming work.

(b) The Contracting Officer will designate a Contracting Officer's Representative (COR) at time of award. The COR will be responsible for technical monitoring of the contractor's performance and deliveries. The COR will be appointed in writing, and a copy of the appointment will be furnished to the Contractor. Changes to this delegation will be made by written changes to the existing appointment or by issuance of a new appointment.

(c) The COR is not authorized to perform, formally or informally, any of the following actions:

(1) Promise, award, agree to award, or execute any contract, contract modification, or notice of intent that changes or may change this contract;

(2) Waive or agree to modification of the delivery schedule;

(3) Make any final decision on any contract matter subject to the Disputes Clause;

(4) Terminate, for any reason, the Contractor's right to proceed;

(5) Obligate in any way, the payment of money by the Government.

(d) The Contractor shall comply with the written or oral direction of the Contracting Officer or authorized representative(s) acting within the scope and authority of the appointment memorandum.

The Contractor need not proceed with direction that it considers to have been issued without proper authority. The Contractor shall notify the Contracting Officer in writing, with as much detail as possible, when the COR has taken an action or has issued direction (written or oral) that the Contractor considers to exceed the COR's appointment, within 3 days of the occurrence.

Unless otherwise provided in this contract, the Contractor assumes all costs, risks, mailto:ron_cockrell@nps.gov

Sol_P16PS00741 Administrative History-LECL Page 16 of 62 liabilities, and consequences of performing any work it is directed to perform that falls within any of the categories defined in paragraph (c) prior to receipt of the Contracting Officer's response issued under paragraph (e) of this clause.

(e) The Contracting Officer shall respond in writing within 30 days to any notice made under paragraph (d) of this clause. A failure of the parties to agree upon the nature of a direction, or upon the contract action to be taken with respect thereto, shall be subject to the provisions of the Disputes clause of this contract.

(f) The Contractor shall provide copies of all correspondence to the Contracting Officer and the

COR.

(g) Any action(s) taken by the Contractor, in response to any direction given by any person acting on behalf of the Government or any Government official other than the Contracting Officer or the COR acting within his or her appointment, shall be at the Contractor's risk.

(End of clause)

Partial payments may be made up to 80% of the contract award amount. Payments must be based on deliverables accepted by the government (see FAR 52.212-4(a), Contract Terms and Conditions – Commercial Items, Inspection/Acceptance & FAR 52.211-1, Time of Delivery).

Payment requests must be in accordance with the clause titled, Electronic Invoicing and Payment Requirements - Invoice Processing Platform (IPP).

ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS – INVOICING

PROCESSING PLATFORM (IPP) (APRIL 2013)

Payment requests must be submitted electronically through the U.S. Department of the Treasury’s Invoice Processing Platform System (IPP).

“Payment request” means any request for contract financing payment or invoice payment by the Contractor. To constitute a proper invoice, the payment request must comply with the requirements identified in the applicable Prompt Payment clause included in the contract, or the clause 52.212-4 Contract Terms and Conditions – Commercial Items included in commercial item contracts. The IPP website address is: http://www.ipp.gov. Under this contract, the following documents are required to be submitted as an attachment to the IPP invoice: Vendor’s Invoice, along with any other supporting documentation as stipulated by the Contracting Officer.

The Contractor must use the IPP website to register, access and use IPP for submitting requests for payment. The Contractor Government Business Point of Contact (as listed in SAM) will receive enrollment instructions via email from the Federal Reserve Bank of Boston (FRBB) prior to the contract award date, but no more than 3-5 business days of the contract award date.

Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email ippgroup@bos.frb.org or phone (866) 973-3131.

If the Contractor is unable to comply with the requirement to use IPP for submitting invoices for payment, the Contractor must submit a waiver request in writing to the Contracting Officer with its proposal or quotation.

(End of Local Clause)

H - Special Contract Requirements http://www.ipp.gov/ mailto:ippgroup@bos.frb.org

Sol_P16PS00741 Administrative History-LECL Page 17 of 62

NO CLAUSES INCLUDED

I - Contract Clauses

52.252-2 Clauses Incorporated by Reference. (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

https://www.acquisition.gov/?q=browsefar or http://farsite.hill.af.mil

(End of clause)

52.202-1 Definitions. (NOV 2013)

INCORPORATED BY REFERENCE

52.203-5 Covenant Against Contingent Fees. (MAY 2014)

INCORPORATED BY REFERENCE

52.203-6 Restrictions on Subcontractor Sales to the Government. (SEP 2006)

INCORPORATED BY REFERENCE

52.203-7 Anti-Kickback Procedures. (MAY 2014)

INCORPORATED BY REFERENCE

52.203-17 Contractor Employee Whistleblower Rights and Requirement To Inform Employees of Whistleblower Rights. (APR 2014)

INCORPORATED BY REFERENCE

52.212-3 Offeror Representations and Certifications-Commercial Items. (DEC 2014)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site accessed through http://www.acquisition.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (p) of this provision.

(a) Definitions. As used in this provision-

Economically disadvantaged women-owned small business (EDWOSB) concern means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

Forced or indentured child labor means all work or service-https://www.acquisition.gov/?q=browsefar http://farsite.hill.af.mil/

Sol_P16PS00741 Administrative History-LECL Page 18 of 62

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

Highest-level owner means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

Immediate owner means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following:

Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

Inverted domestic corporation means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

Manufactured end product means any end product in Federal Supply Classes (FSC) 1000-9999, except-

(1) FSC 5510, Lumber and Related Basic Wood Materials;

(2) Federal Supply Group (FSG) 87, Agricultural Supplies;

(3) FSG 88, Live Animals;

(4) FSG 89, Food and Related Consumables;

(5) FSC 9410, Crude Grades of Plant Materials;

(6) FSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) FSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) FSC 9610, Ores;

(9) FSC 9620, Minerals, Natural and Synthetic; and

(10) FSC 9630, Additive Metal Materials.

Place of manufacture means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

Sol_P16PS00741 Administrative History-LECL Page 19 of 62

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate-

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology-

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically-

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran;

and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

Service-disabled veteran-owned small business concern-

(1) Means a small business concern-

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

Sol_P16PS00741 Administrative History-LECL Page 20 of 62

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

Small business concern means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR Part 121 and size standards in this solicitation.

Small disadvantaged business concern, consistent with 13 CFR 124.1002, means a small business concern under the size standard applicable to the acquisition, that-

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by-

(i) One or more socially disadvantaged (as defined at 13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the United States; and

(ii) Each individual claiming economic disadvantage has a net worth not exceeding $750,000 after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); and

(2) The management and daily business operations of which are controlled (as defined at 13.CFR 124.106) by individuals, who meet the criteria in paragraphs (1)(i) and (ii) of this definition.

Subsidiary means an entity in which more than 50 percent of the entity is owned-

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

Veteran-owned small business concern means a small business concern-

(1) Not less than 51 percent of which is owned by one or more veterans (as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

Women-owned business concern means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of

Sol_P16PS00741 Administrative History-LECL Page 21 of 62 its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

Women-owned small business concern means a small business concern-

(1) That is at least 51 percent owned by one or more women; or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

Women-owned small business (WOSB) concern eligible under the WOSB Program (in accordance with 13 CFR part 127), means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States.

(b)(1) Annual Representations and Certifications. Any changes provided by the offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications posted on the SAM website.

(2) The offeror has completed the annual representations and…

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