DRAFT PWS_FY22_WFL Manual and Story Map_v2.docx

PERFORMANCE WORK STATEMENT

WILLAMETTE FALLS LOCKS

HISTORIC PROPERTY MANAGEMENT MANUAL AND STORYMAP

1.0 GENERAL STATEMENT:

The U.S. Army Corps of Engineers, Portland District (Corps) has executed a Memorandum of Agreement (MOA) resolving adverse effects resulting from the closure of the Willamette Falls Locks (WFL) pursuant to Section 106 of the National Historic Preservation Act and implementing regulations 36 CFR 800. The Willamette Falls Locks are located on the Willamette River in West Linn, Clackamas County, Oregon and are owned by the Corps. The property was listed in the National Register of Historic Places in 1974 (nomination updated in 2011) and closed in 2012. The MOA was executed in 2016 and amended in 2023.

This firm-fixed price contract will complete two of the mitigation stipulations in the Closure MOA. They are:

1) Develop and post an ArcGIS StoryMap (https://storymaps.arcgis.com/) on the history of the Willamette Falls Locks, long-term operations, preservation advocacy, and transfer as detailed in Section 5.0. The StoryMap will include current and historic photos, maps, and other visuals (e.g., artifact photos, newspaper articles, videos). The StoryMap will highlight Black, Indigenous, Asian American, and People of Color voices and histories as appropriate.

2) Develop a Historic Property Management Manual (Manual) for the Willamette Falls Locks as detailed in Section 5.0. The document will include, but not be limited to historic property descriptions, identification of character-defining features, known past alterations and modifications, long-term preservation goals that align with the Secretary of the Interior’s Standards and Guidelines for the Treatment of Historic Properties, a list of possible future actions that would not diminish the character-defining features and integrity of the property, and guidelines for new construction and future alterations/modifications. The document will also include sections that take into consideration the treatment of National Register of Historic Places eligible archaeological sites (e.g., monitoring requirements, avoidance measures, other considerations) and historic properties of religious and cultural significance to Indian tribes with the study area (Attachment 1). The intended audience for the Manual is the Willamette Falls Locks Authority, which is comprised of local governments, Indian tribes, business groups, and heritage organizations.

2.0 DEFINITIONS:

Throughout this PWS terms are defined as follows:

Acceptable Quality Level (AQL): Acceptable Quality Level equals the performance standards listed in Section 6.0. The Contractor must re-perform all unsatisfactory work unless excused by the COR.

Contracting Officer (KO): The Government employee who is authorized to enter into, administer, and/or terminate contracts and make related determinations and findings.

Contracting Officers Representative (COR): An individual designated in accordance with subsection 201.602-2 of the Defense Federal Acquisition Regulation Supplement and authorized in writing by the Contracting Officer to perform specific technical or administrative functions. The COR is not authorized to make any commitments or changes that will affect price, quality, quantity, delivery, or any other term or condition of the contract.

Contract Discrepancy Report (CDR): A written record of unsatisfactory performance by the Contractor as observed by the COR.

Performance Requirements Summary (PRS): Identifies critical success factors for the contract. It identifies both the performance objectives for those factors and the performance threshold required for each performance objective. The Government reserves the right to survey all services called for in the contract to determine whether or not the performance objectives and goals were met.

Quality Assurance (QA): The Government procedures to verify that Contractor services were performed according to acceptable standards.

Quality Assurance Surveillance Plan (QASP): A systematic method to evaluate the services the Contractor is required to furnish in accordance with the PWS and PRS.

Quality Control (QC): A method implemented by the Contractor to control the quality of goods and services provided.

Quality Control Inspector (QCI): A Contractor’s employee responsible for monitoring and addressing issues with the quality of goods and services provided.

Quality Control Plan (QCP): A plan developed by the Contractor which includes quality control actions necessary to meet the quality standards set forth by the contract. The plan should be in compliance with the PWS. Once approved by the COR, the plan becomes a part of the QASP.

3.0 GOVERNMENT FURNISHED MATERIALS:

The Government will provide any applicable reports, examples, nominations, photographs, plans, site forms, agreement documents, and documentation applicable to the tasks described in Section 5.0. The Government will provide the materials within 14 days of contract award.

4.0 CONTRACTOR FURNISHED MATERIALS & REQUIREMENTS:

The Contractor will provide all labor, equipment, permits, and materials necessary to perform required services under this contract and comply with all local, state, and federal regulations through the duration of this contract. The Contractor shall furnish all “standard-to-the-industry” equipment, materials, and supplies necessary to perform the work, including, but not limited to:

· Any and all vehicles and materials necessary for the successful completion of the tasks in Section 5.0.

· All computer hardware, software, and office supplies required for recording, mapping, drafting, transcribing, and delivery of assigned task products.

The Contractor will have an in-house Principal Investigator (PI) and Project Manager (PM) that meets the Secretary of the Interior’s “Standards and Guidelines for Professional Qualifications,” for History, Architectural History, and/or Historic Architecture found at 36 CFR Part 61 (https://www.nps.gov/articles/sec-standards-prof-quals.htm). The Contractor will also have staff that meets the Secretary of the Interior’s “Standards and Guidelines for Professional Qualifications,” for Archeology. The Contractor will also have technical staff with professional and/or academic experience in graphic design, interpretation, and GIS. The Contractor will provide resumes of the PI, PM, and all technical staff, to demonstrate their abilities to successfully complete all tasks in Section 5.0. If key personnel change during the period of performance, vitae for all new supervisory and technical staff must be submitted to the COR for review. The COR will be notified of changes to personnel assigned to this contract in writing (email correspondence preferred). Replacement of personnel shall be carried out as quickly as possible and in a manner that will not adversely affect the contract’s performance obligations. The Contractor shall be responsible for the professional and technical competence of the personnel it assigns to perform work under this contract and will select individuals who are able to perform the obligations of this contract.

The Contractor will provide project management and coordination for all tasks. The Contractor will assign a PM to serve as the primary point of contact (POC). The PM will be responsible for the coordination of work developed under this Contract. The following professional standards will also be adhered to by the Contractor:

· Secretary of Interior’s Standards and Guidelines. The Contractor will follow the Secretary of the Interior Guidelines for Archaeology and Historic Preservation (https://www.nps.gov/history/local-law/arch_stnds_0.htm).

· Technical Preservation Services Preservation Briefs. The Contractor, as appropriate, will incorporate best practices from Preservation Briefs and other National Park Service resources (https://www.nps.gov/tps/how-to-preserve/briefs.htm and https://www.nps.gov/tps/how-to-preserve/by-topic.htm).

· Secretary of the Interior’s Standards for the Treatment of Historic Properties: The Contractor will utilize the appropriate Standards and Guidelines for Preserving, Rehabilitating, and Restoring historic properties (https://www.nps.gov/tps/standards.htm).

· Oregon State Historic Preservation Office (SHPO) Guidelines: The Contractor will utilize any relevant guidance documents from the Oregon SHPO, including Guidelines for Conducting Field Archaeology in Oregon (2013, revised 2016; https://www.oregon.gov/oprd/OH/Documents/FieldGuidelines_January2016.pdf), Heritage Bulletins, and other resources (https://www.oregon.gov/oprd/OH/Pages/TechnicalResources.aspx).

· ESRI ArcGIS StoryMap Guidelines. The Contractor will utilize appropriate ArcGIS StoryMap guidance documents and resources to make an engaging, interactive, and accessible StoryMap (https://www.esri.com/en-us/arcgis/products/arcgis-storymaps/resources). The Contractor should use the latest version of the ArcGIS StoryMap platform.

· Photos and Images. The Contractor will provide Corps with an index and digital copies of all current and history photos, graphics, and images gathered or created to meet the requirements of this contract. The images will be saved in .tiff format with a resolution of at least 300 dpi.

· Metadata. Any data, database(s), and/or geospatial data produced through this contract must be documented through the preparation of standard metadata (data about data) descriptions. The Contractor will ensure the metadata delivered is compliant with the International Organization for Standardization (ISO) 19115:2003, North American Profile (NAP). The Standard is available for purchase at: http://www.webstore.ansi.org.

5.0 TASKS:

The Contractor will complete an ArcGIS StoryMap and Historic Property Management Manual (Manual) for the Willamette Falls Locks. As described in Section 4.0, the Contractor will provide all personnel, equipment, tools, materials, and supervision necessary to complete research, documentation, and development. These tasks will require fieldwork, travel to archival repositories, preservation research, report writing, StoryMap development, revisions, and submittal. Associated deliverables and schedule are in Section 6.0.

5.1: Pre-Work Meeting and Work Plan. Within 21 days of contract award, the Contractor shall arrange a mutual date and time for a pre-work meeting with the COR to discuss tasks and methods, set a schedule, and identify and minimize issues/problems that might arise over the course of the task order. The Oregon SHPO, Willamette Falls Locks Authority, Indian tribes, and other interested parties may be invited to attend the pre-work meeting. Prior to the pre-work meeting, the Contractor will provide the COR with a Work Plan. Comments will be provided to the Contractor by the COR during the pre-work meeting. The Work Plan will include, at minimum, the following:

· A proposal outlining how they will conduct all aspects of the work within this PWS. The proposal shall include background research, report writing, site records, and how any required fieldwork will be conducted.

· Matrix of all Contractor and subcontractor personnel on this project, their roles and responsibilities, including all review personnel.

· Project objectives and organization, and a plan on how to meet those objectives.

· Project schedule based on completion date requirements. The schedule shall include all work items, milestones, durations, predecessors, source materials and study requirements, data delivery dates, completion dates, deliverables, review processes including all during requirements for responses, and all coordination activities.

· A list of all available resources, personnel, logistics, global positioning systems, software, materials, and supplies necessary to complete the Tasks.

· Quality control plan.

5.2: Monthly Progress Reports. The Contractor shall submit a monthly progress report via email to the COR by the 10th of each month. The monthly progress report will include the following information:

· Status of services performed since the previous reporting period.

· Discussion of issues or concerns.

· Confirmation that services performed to date are within scope and negotiated budget.

5.3 Bibliography and Outlines. The Contractor will conduct a review of previous cultural resource reports, preservation guidelines, historic photos, archival resources, and other documents that might have relevant information regarding the preservation and interpretation of the Willamette Falls Locks, adjacent archaeological sites, and other historic properties within the study area (Attachment 1). This should include both primary and secondary sources. The Contractor will also identify applicable historic maps, photographs, aerial images, construction plans/drawings, etc. to orient themselves with the Willamette Falls Locks and the character-defining features that will need to be documented during fieldwork. This may require reviewing resources located at local, state, federal, and tribal repositories. The Contractor will also prepare an outline of sections that will be included in the Manual and StoryMap (this should be two separate outlines). The Contractor will submit the draft bibliography and outlines to the COR within 90 days of contract award. The Corps will have 60 days to provide comments. The results of this review will be included in Tasks 5.5 to 5.8 as appropriate.

5.4: Fieldwork: The Contractor will conduct a site visit to the Willamette Falls Locks within 150 days of contract award. The Contractor must coordinate with the COR and PGE at least 21 business days prior to fieldwork to ensure access and appropriate security clearance. The Contractor shall maintain daily handwritten notes that include information about what was observed and a photo log and key for all photographs taken that can be used to prepare the documentation requirements in Tasks 5.5 to 5.8.

5.5: Draft Manual. The Contractor shall produce and submit to the COR a draft Manual within 210 days of contract award. The Manual will include, but not be limited to the following:

1. description of the historic property (Locks) and character-defining features;

2. known past alterations and modifications;

3. long-term preservation goals that align with the Secretary of the Interior’s Standards for the Treatment of Historic Properties;

4. a list of future activities that would not diminish the character-defining features and integrity of the property;

5. guidelines for new construction and future alterations/modifications at the WFL; and

6. sections that take into consideration the treatment of National Register of Historic Places eligible archaeological sites and historic properties of religious and cultural significance to Indian Tribes.

The Manual will consist of written descriptive data and photographic documentation, including photographs, construction plans, diagrams, etc. as appropriate. The intended audience for the Manual is the Willamette Falls Locks Authority, which is comprised of local governments, Indian tribes, business groups, and heritage organizations. The Manual shall be publicly accessible but also provide an appropriate level of technical discussion for successful implementation. Sections regarding eligible archaeological sites and historic properties of religious and cultural significance to Indian tribes can be included in an appendix to ensure that any pertinent confidentiality requirements are met. The Government and other parties identified in the Closure MOA will have 60 days to provide comments.

5.6: Draft StoryMap. The Contractor shall produce and submit to the COR a draft StoryMap within 210 days of contract award. The StoryMap should include Indigenous history of the area, the history of the Willamette Falls Locks (e.g., construction, notable historic events), long-term operations and maintenance, preservation advocacy, and transfer. The StoryMap will highlight Black, Indigenous, Asian American, and People of Color voices and histories as appropriate. The StoryMap will include written text, current and historic photos, maps, and other visuals (e.g., artifact photos, newspaper articles, videos). The Contractor will utilize appropriate ArcGIS StoryMap guidance documents and resources to make an engaging, interactive, and accessible StoryMap.

The Contractor will submit a PDF version of the StoryMap to the Government for comments. The StoryMap should also be available for review online so the Government can fully grasp the interaction and appearance, but it should not be made live yet. The Government and other parties identified in the Closure MOA will have 60 days to provide comments.

5.7: Final Manual. The Contractor shall address all comments and submit a final Manual in both hard copy (two copies with all appendices and attachments) and digital format within 30 calendar days of receipt of Government comments.

5.8: Final StoryMap. The Contractor shall address all comments and submit a final StoryMap in digital format within 30 calendar days of receipt of Government comments. This includes publishing on the ESRI ArcGIS StoryMap platform and submitting all materials, text, and information for maintenance to the Government.

6.0 PERFORMANCE STANDARDS, GUIDELINE REQUIREMENTS & SCHEDULE:

Contract Schedule: The period of performance for these tasks is 365 calendar days from the award of the contract.

One (1) electronic copy of the report in MS Word and PDF formats. The PDF shall have all graphics, maps, and appendices included in the file.

Publication on the ESRI ArcGIS StoryMap platform.

Submit all materials, text, and information for maintenance to the Government.

To ensure the Government receives the services for which it contracted, the Government will only pay for services received. The Performance Requirements Summary (PRS) determines if the Contractor meets the performance standards of the contract, as well as provides guidelines for how and when surveillance will be performed. It ensures timeliness, effectiveness and that the Contractor is delivering the results specified in the contract. Government contract quality assurance will be performed per the PRS surveillance schedule.

PRS Table. These are the criteria against which the performance will be evaluated. Work shall be considered not to have been performed when any one of the following conditions exists in accordance with the Quality Assurance Surveillance Plan (QASP).

PERFORMANCE REQUIREMENTS SUMMARY

Pre-work Meeting and Work Plan (Task 1)

Monthly Progress Reports (Task 2)

Bibliography ad Outlines (Task 3)

Fieldwork (Task 4)

Final StoryMap (Task 6)

1 per contract

Surveillance. 100% inspections by the COR will serve as the surveillance methods. If the COR discovers deficiencies and/or receives complaints, the COR will alert them to the Contractor for correction.

Unacceptable Performance. When performance is determined unacceptable, as defined in the Performance Requirements Summary, the COR will inform the contractor that performance is unacceptable and provide written documentation by use of the Form DD 2772, Contract Discrepancy Report. By initialing and dating the form, the contractor is only acknowledging notification of unacceptable performance. Disputes in surveillance should be referred to the Contracting Officer.

The COR will notify the Contracting Officer of unacceptable performance. If any of the services do not conform to contract requirements, the Government may require the contractor to perform the services again in conformity with contract requirements, at no increase in contract amount. When the defect(s) in services cannot be corrected by re-performance, the Government may:

a. Require the Contractor to take necessary action to ensure future performance conforms to contract requirements.

b. Reduce the contract price to reflect the reduced value of the services performed.

c. If the Contractor fails to promptly re-perform the services, or to take the necessary action to ensure future performance in conformity with contract requirements, the Government may:

i. By contract or otherwise, perform the services and charge to the Contractor any cost incurred by the Government that is directly related to the performance of such service;

ii. Issue Cure Notice;

iii. Terminate the contract for Government convenience; and / or

iv. Terminate the contract for Cause.

Correction of Non-Performance of Work. Contractor shall employ an adequate quantity of personnel to insure that any area found to be not in compliance and therefore not acceptable, shall be made acceptable by the performance or re-performance of the work, where such re-performance is possible, during the first business day after noncompliance has been observed by or reported to and verified by the COR.

Damages Caused by the Contractor. Contractor shall be held accountable and liable to the Government for any damages to government facilities, fixtures, furnishings, equipment, or grounds caused by the Contractors or their employees.

Interference with Government Operations. Contractor and their employees shall perform all work in such a way as to not interfere with regularly scheduled Government operational activities.

7.0 SECURITY, SAFETY, & ENVIRONMENTAL REQUIREMENTS:

AT Level I Training. All contractor employees, to include subcontractor employees, requiring access to Army installations, facilities, controlled access areas, or require network access, shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. Upon request, the contractor shall submit certificates of completion for each affected contractor employee and subcontractor employee, to the COR or to the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website: https://jko.jten.mil/courses/atl1/launch.html; or it can be provided by the RA ATO in presentation form which will be documented via memorandum

Access and General Protection/Security Policy and Procedures. All Contractor and all associated Subcontractor employees shall comply with applicable installation, facility, and area commander installation/facility access and local security policies and procedures (to be provided by a Government representative). The Contractor shall also provide all information required for background checks to meet installation/facility access requirements to be accomplished by installation Provost Marshal Office, Director of Emergency Services, or Security Office. Contractor workforce must comply with all personal identity verification requirements as directed by DoD, HQDA and/or local policy. In addition to the changes otherwise authorized by the changes clause of this contract, should the Force Protection Condition (FPCON) at any installation or facility change, the Government may require changes in Contractor security matters or processes.

All contract employees, including Subcontractor employees who are not in possession of the appropriate security clearance or access privileges, will be escorted in areas where they may be exposed to classified and/or sensitive materials and/or sensitive or restricted areas.

Safety Regulations and Guidelines. The Contractor shall comply with EM 385-1-1 (Safety and Health Requirements), including interim changes, in effect on the date of solicitation. EM 385-1-1 and its changes are available at http://www.usace.armymil/CESO/Pages/Home.aspx. EM 385-1-1 states, “Contractors shall comply with the latest version of EM 385-1-1 (including interim changes) that are in effect on the date of solicitation.”

Travel. The Contractor shall be responsible to provide transportation necessary for Contractor employees to perform all tasks outlined in this PWS.

Codes and Standards. Work under this purchase order shall comply with the latest codes, standards, and regulations applicable to the work requested including USACE Engineering Regulations and Manuals, and Industry.

Workflow Management. The Contractor shall provide product management and coordination for work tasks during production of the report. The Contractor shall assign a PM to act as a primary POC. The PM shall be responsible for the coordination of work developed under this Contract. The Contractor shall be responsible for the professional and technical competence of the personnel it assigns to perform work under this contract, and will select individuals who will be able to perform the obligations under the contract. Changes to personnel assigned to this contract shall not occur without prior notification to the COR, in writing (email correspondence is acceptable). Replacement of personnel shall be carried out as quickly as possible and in a manner that will not adversely affect the performance obligations under the contract.

8.0 GENERAL:

Contract Changes. Only the KO can only authorize changes in scope, time, or deliverables. The Contractor shall notify the KO immediately if they have received direction to perform work outside the scope of the contract. Changes in scope will be negotiated and a written modification issued, before proceeding with the work.

Points of Contact.

· Contracting Officer’s Representative: Tracy Schwartz, (503) 808-4463 Tracy.E.Schwartz@usace.army.mil

· Invoicing POC:

· USACE Finance Center: CEFC-G2invoices@usace.army.mil

Invoice Submittals. The Contractor shall prepare invoice(s) in accordance with FAR clause 52.212-4(g) and submit them electronically via email to the COR and the USACE Finance Center: CEFC-G2invoices@usace.army.mil. All invoices will be submitted no later than the 10th of the month.

Please ensure the firm’s name and address shown on the invoice mirror’s the information in the System for Award Management (SAM) located at https://beta.sam.gov/. In addition, ensure the invoice has a period of performance (e.g., 2 Jan 25 to 06 Jun 25), and that the period of performance does not fall after the date the invoice is signed. Any errors identified on the invoice will be cause for rejection. The Invoices POC can provide assistance with the preparation of your invoice. For Invoice receipt verification or for a vendor's Payment problem, the vendor may contact the USACE Finance Center at Phone Number (901) 873-9077.

Release of Information. Reports and information generated under this contract become the property of the Government and distribution by the Contractor to any source, at any time, without the written consent of the Contracting Officer is prohibited.

Final Invoice. The Contractor shall mark the last invoice as “Final.”

Additional Services. The Contractor shall not perform any services under this purchase order that are considered by the Contractor to be a change in work or services required by this agreement without the written approval of the KO.

Use of Information. The information developed, gathered, assembled, and reproduced by the Contractor or its Subcontractors, or their associates, in fulfillment of the purchase order requirements as defined in or related to this performance work statement, will become the complete property of the Government. Therefore, the Contractor shall not use the information for any purposes at any time without the written consent of the KO.

Walsh-Healey Public Contracts Act or the McNamara-O'Hara Service Contract Act (SCA). Every employer performing work covered by the Walsh-Healey Public Contracts Act or the McNamara-O'Hara Service Contract Act (SCA) is required to post a notice of the compensation required (including, for service contracts, any applicable wage determination) in a prominent and accessible location at the worksite where it may be seen by all employees performing on the contract. A copy of the poster is available in two versions at the following DOL website: http://www.dol.gov/whd/regs/compliance/posters/sca.htm. The rest of the content is subjective to each location’s needs.

Work Scheduling. The Contractor is not required to perform services on the following recognized Federal holidays: New Year's Day, Birthday of Martin Luther King, Jr., Washington’s Birthday, Memorial Day, Juneteenth National Independence Day, Independence Day, Labor Day, Columbus Day, Veterans Day, Thanksgiving Day, and Christmas Day.

9.0 FORMS:

Contractor Discrepancy Form: http://www.esd.whs.mil/Portals/54/Documents/DD/forms/dd/dd2772.pdf

Attachment 1. Study area noted in red.

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