RFQQ 325-217 Cultural Resources.pdf

REQUEST FOR BID RESPONSES:

(RFQQ) Cultural Resources Services Statewide-Convenience Use

BRIEF DESCRIPTION: The Washington State Parks and Recreation Commission (WSPRC) is seeking proposals from qualified firms to provide Cultural Resources Services for State Parks Statewide. Resulting contract(s) will be an RCW 39.26 Convenience-Use contract also known as Indefinite Delivery/Indefinite Quantity and/or “On-Call” and may lead to multiple awards. See details within

Bids are due: Thursday, April 18 by 1:00PM, Pacific local time.

ELECTRONIC BID RESPONSES ONLY: Bid responses will only be accepted electronically via Email/Email Attachment to BidBox@parks.wa.gov. (PDF scan encouraged). See Section 4.1 – Submission of Responses for expanded details.

• See also §4 Responses – Preparation and Submission requirements

• See also §3.1 CHECKLIST of required submittals

• See also §4.1 Submission of Responses •

Procurement Coordinator: Brenden Houx, Contracts@parks.wa.gov

Email Inquiries to: Contracts@parks.wa.gov

• See also (special communication instructions) §1.5, §1.6, §1.7

WA State’s Official Bid Notification System: Bidders are responsible for properly registering in the Washington’s Electronic Business Solutions (WEBS) system, https://fortress.wa.gov/ga/webs/ and downloading the solicitation document and all appendices and incorporated documents related to this solicitation. WEBS Registration Information:

https://des.wa.gov/services/contracting-purchasing/doing-business-state/webs-registration-search-tips. WEBS is the system of record for this competition.

It is the responsibility of each Bidder to carefully read, understand, and follow all of the instructions contained in this competition document and all amendments hereto.

CAUTION: Microsoft WORD (section heading) Expand and Collapse feature. This feature allows language under a section heading to be hidden (collapsed) or visible (expanded). When this document is opened, the WORD software should by default be in an expanded posture.

The software does not allow the author to disable this feature. The Reader is responsible for ensuring language under a section heading is not collapsed and is therefore visible to the reader. The feature usually appears as small triangles to the left of a section header.

mailto:BidBox@parks.wa.gov mailto:Contracts@parks.wa.gov mailto:Contracts@parks.wa.gov https://fortress.wa.gov/ga/webs/ https://des.wa.gov/services/contracting-purchasing/doing-business-state/webs-registration-search-tips https://des.wa.gov/services/contracting-purchasing/doing-business-state/webs-registration-search-tips

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TABLE OF CONTENTS

1 SUMMARY OF OPPORTUNITY

1.1 ACQUISITION AUTHORITY

1.2 INTRODUCTION

1.3 BACKGROUND INFORMATION

1.4 PREBID CONFERENCE

1.5 COMMUNICATION REGARDING THIS COMPETITION

1.6 QUESTION AND ANSWER PERIOD:

1.7 COMPLAINT PERIOD:

1.8 PROCUREMENT SCHEDULE:

2 SPECIAL TERMS & SOW & SPECIAL INFORMATION

2.1 ADVANCED PAYMENT PROHIBITION

2.2 BUSINESS STRUCTURE & EMPLOYEES (COMPLIANCE WITH LAW)

2.3 CAUTION: THE RESULTING CONTRACT AND ITS TERMS AND CONDITIONS

2.4 STATEMENT OF WORK: CULTURAL RESOURCES SERVICES

2.5 Contract Highlights For Any Resulting Contract

2.5.1 Regions:

3 RESPONSES - REQUIRED CONTENT, FORMAT, AND SCORING:

3.1 CHECKLIST OF REQUIRED SUBMITTALS

3.2 (APPENDIX A) – CERTIFICATIONS, ASSURANCES, AND WAIVER (Mandatory) ... 17

3.3 (APPENDIX B) – BIDDER PROFILE (Mandatory)

3.4 COMPETITION AMENDMENTS (IF ANY)

3.5 (APPENDIX C) SERVICES & REGIONS FORMS

3.6 (Appendix D) SUPPLEMENTAL Information

3.7 RATE SCHEDULE (appendix E)-Mandatory

3.8 REFERENCES (Appendix F)

3.9 (APPENDIX G) – Self-CERTIFIED SMALL BUSINESS AND/OR VETERAN-OWNED

BUSINESS

4 RESPONSES - PREPARATION AND SUBMISSION REQUIREMENTS

4.1 SUBMISSION OF RESPONSES

4.2 RESPONSE LAYOUT REQUIREMENTS

5 EVALUATION AND AWARD

5.1 DETERMINATION OF RESPONSIVENESS

5.1.1 Rejected Bids/Bidders & Rejection Notification & Rejection Response

5.2 GENERAL EVALUATION PROVISIONS

5.3 EVALUATION OF COMPLETION BY DATE

5.4 EVALUATION STEPS

5.4.1 Preliminary Evaluation (Procedural)

5.4.2 Substantive Evaluation: Phase 1

5.4.3 Substantive Evaluation: Phase 2 (Optional)

5.5 SELECTION OF APPARENT SUCCESSFUL BIDDER(S)

6 ANNOUNCEMENT OF ASB, PUBLIC DISCLOSURE, DEBRIEF, AND PROTESTS

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6.1 ANNOUNCEMENT OF APPARENT SUCCESSFUL BIDDER (ASB)

6.2 PROCUREMENT RECORDS DISCLOSURE

6.3 DEBRIEFING OF BIDDERS

6.3.1 How To Request A Debrief Conference

6.3.2 Debrief Meeting, Discussion, And Delay

6.3.3 Debrief Is A Prerequisite For Protest

6.4 PROTEST

6.4.1 General:

6.4.2 Form And Content:

6.4.3 Content Limitations:

6.4.4 Submission Of Protests

6.4.5 Grounds Which May Be Protested

6.4.6 Manager Assignment And Review

6.4.7 Protest Determinations And Findings

6.4.8 Agency Decision is final

7 ADDITIONAL GENERAL PROVISIONS FOR ALL BIDDERS

7.1 ANNOUNCEMENT AND SPECIAL INFORMATION

7.2 CONTRACTING WITH CURRENT OR FORMER STATE EMPLOYEES

7.3 AMENDMENTS TO THE COMPETITION

7.4 RESPONSIVENESS OF BIDDER’S RESPONSE

7.5 CLARITY AND CLARIFICATIONS

7.6 COST OF RESPONSE PREPARATION

7.7 OWNERSHIP OF RESPONSES

7.8 FINAL SELECTION & NO OBLIGATION

7.9 INCORPORATION OF RESPONSE IN CONTRACT

7.10 AGREEMENT TO WSPRC’S CONTRACT TERMS AND CONDITIONS

7.11 STATEWIDE VENDOR PAYMENT REGISTRATION

7.12 MINORITY WOMEN OWNED AND VETERAN OWNED BUSINESS

7.13 PUBLIC DISCLOSURE & WAIVER OF PROPRIETARY INFORMATION

7.14 CIVIL RIGHTS COMPLIANCE

8 APPENDICES AND EXHIBITS

8.1 (APPENDIX A) – CERTIFICATIONS, ASSURANCES, AND WAIVER

8.2 (APPENDIX B) – BIDDER PROFILE

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1 SUMMARY OF OPPORTUNITY

1.1 ACQUISITION AUTHORITY

In accordance with RCW 39.26.070, the purpose of this Request for Bids is to establish a Convenience Use contract to procure the “as needed” goods and/or services as described herein. A Convenience Use contract is a form of Indefinite Delivery, Indefinite Quantity (IDIQ) contract. The agency at all times reserves the right to separately compete for similar/same products or services during the life of the Convenience Use contract.

1.2 INTRODUCTION

SPECIAL INTRODUCTORY NOTE: The U.S. Department of Defense funds a resource group generically called the Procurement Technical Assistance Center (PTAC), which has multiple offices across the country. While these Centers do not speak for or supersede the competition document, the Centers can help a qualifying business in understanding and navigating the competition. Per WA-PTAC: “No cost, confidential, one-on-one technical assistance in all aspects of selling to federal, state, and local governments. We have eight locations across Washington State assisting small businesses with marketing to the government, solicitations, drawings, and other areas relating to government selling.”

Link: Washington PTAC - PTAC - Washington State Procurement Technical Assistance Center

Washington State Parks and Recreation Commission (WSPRC or State Parks) seeks qualified consultants to provide services within agreed upon parameters on multiple projects to provide a wide variety of professional cultural resource services including but not limited to investigations, documents, permitting services for regulatory compliance and stewardship of cultural resources.

This Competition (RFx) is to establish a set of convenience use contracts sometimes called “on call”, “IDIQ”, or some other variant for a variety of Cultural Resources Services. Selected consultants or consultant teams will work within agreed-on parameters for multiple projects to provide a wide variety of professional services necessary for Cultural Resources Services in Washington State Parks.

This competition will lead to one or more contracts. Prior to executing any work under a resulting contract, each item of work will be preceded by a Task Order that is individually negotiated and linked to an up to Lump Sum or Not to Exceed that identifies the maximum dollar amount authorized, has a start and end date, and has a task-specific scope of work, and the contract holder must respond back to WSPRC within the time specified by the State Parks requestor (likely the State Parks project manager) to be considered.

The resulting multiyear contract may have a duration of up to 10 years, but within the duration the contract may be segmented into specific terms. The first term is expected to be five years but at WSPRC’s discretion it may be a shorter period, thereafter, subsequent terms will be mutually negotiated contract extensions between the parties. Bidder must be registered to do business in the state of Washington (hold a Universal Business Identifier [UBI]).

https://washingtonptac.org/ https://washingtonptac.org/

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The goal is that State Parks has a group of consultants / contractors that will be available when needed and the risk mitigation strategy is to have several rather than few. However, we do not know how many bid responses will be received, the quality of those responses, nor the services or regions that will be offered by the Bidder in the Bidder’s bid response. During the evaluation, State Parks staff will review, score and we do not know what the scoring distribution will be. To be very clear, State Parks doesn’t have to make any specific number of awards and State Parks does not have to accept a low scoring bid simply to achieve a specific number of awards.

State Parks reserves the right to exercise sole discretion and judgement in the offering of awards. Furthermore, resulting contracts will likely include language allowing State Parks to tap into another awardee in a different service or region if the specific task lacks consultant capacity in a given region, such as, no awardee for that specific service/region is available.

Proposals will be evaluated based upon factors detailed in Section 3.

To the extent reasonable, WSPRC intends to include qualified firms with expertise in the category of work that are certified diverse businesses. Diverse businesses are defined as; small business, microbusiness, mini-business, minority-owned business (MBE), and women-owned business (WBE), as defined in RCW 39.26.010 and veteran-owned businesses as defined in RCW 43.60A.010.

All submitting firms are encouraged to register in Washington’s Electronic Business Solution Application (WEBS) at:

http://www.des.wa.gov/services/ContractingPurchasing/Business/BidOpportunities/P ages/bidNotification.aspx. WEBS is the system of record for this competition.

Bids Received Electronically:

The Bidder’s bid response will only be received electronically by email/email attachment. WSPRC has set up a special email address solely for the receipt of bid responses. Any communication other than the actual bid response into this special email address will be ignored. See Section 4.1 – Submission of Responses.

Should you need to contact WSPRC, you must do so through the appropriate email address set up for communication and use the proper email subject line. See Section 1.5 – Communication Regarding This Competition.

CAUTION: Submit your bid response early as a safeguard against any technological slow-down or delays. Bids received after the deadline for any reason, no matter the cause, regardless of responsibility, will be rejected.

1.3 BACKGROUND INFORMATION

In 2013 Washington State enacted Procurement Reform under the authority of RCW

39.26. Procurement Reform employs a risk mitigation strategy, one of which is limiting monetary exposure to a dollar value. Currently WSPRC had delegated authority for goods/services in the amount of $1 million per “each purchase event.”

The resulting contract will be structured to ensure the WSPRC does not exceed the $1 million dollar threshold for any period of time. Said another way, for additional risk mitigation purposes State Parks will employ a stricter authority, if necessary WSPRC will wait until one task order is completed (meaning received, inspected, accepted, and paid), before placing another order/task in play so that there is never any monetary exposure greater than $1 million in play at any one time.

http://www.des.wa.gov/services/ContractingPurchasing/Business/BidOpportunities/Pages/bidNotification.aspx http://www.des.wa.gov/services/ContractingPurchasing/Business/BidOpportunities/Pages/bidNotification.aspx

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1.4 PREBID CONFERENCE

Bidders are invited to attend a prebid conference where the Bidder may ask questions, seek clarifications, and request changes to the competition document.

The Prebid conference meeting will be conducted virtually via Microsoft TEAMS.

Bidders interested in joining the prebid conference must RSVP to contracts@parks.wa.gov no later than Tuesday, March 26, 2024. The email subject line must include 325-217 RSVP.

The following day we will send out a meeting request (with hyperlink) to the email address that you used to RSVP. Attendees should not display video and keep their microphone muted if not talking. Prebid Conference date: Wednesday, March 27, 2024, 10:30 – 11AM.

Only WSPRC responses posted on Washington Electronic Business Solutions (WEBS) are deemed official. All other WSPRC communication whether it be verbal or in writing are deemed unofficial and nonbinding.

If for some reason this conference fails, if you were unable to ask a question, or if you want to ask a question, simply send in the question before 3PM (PST) the same day.

WSPRC will review the questions and using our discretion, responses if any, will be posted on WEBS (State of Washington’s bid notification system).

WSPRC accepts no responsibility for the quality of the prebid conference, technological difficulties, or failure to participate in the conference.

1.5 COMMUNICATION REGARDING THIS COMPETITION

All communication should be directed to the WSPRC Contracts, Grants, Program Office (CGP), specifically the Procurement Coordinator using the email address both of which are listed on the face page.

Bidders should not contact any other WSPRC staff about this competition and the failure to do so may result in your bid response being disqualified and rejected.

Only WSPRC responses posted on Washington Electronic Business Solutions (WEBS) are deemed official. All other WSPRC communication whether it be verbal or in writing are deemed unofficial and nonbinding.

Special Communication Instructions: Some sections in this competition contain additional communication instructions. Bidder’s failing to communicate as instructed may result in the communication being missed or misunderstood, and/or not considered.

• Prebid Conference (Section 1.4)

• Question and Answer Period (Section 1.6)

• Complaint Period (Section 1.7)

• Submission of Responses (Section 4.1)

• Procurement Records Disclosure (Section 6.2)

• Debriefing of Bidders (Section 6.3, 6.3.1)

• Protests (Section 6.4) mailto:contracts@parks.wa.gov

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1.6 QUESTION AND ANSWER PERIOD:

• Bidders may ask questions, seek clarifications or changes at any time, however, the WSPRC needs time to formulate a response and post the response on WEBS. Responses must occur well before the bid’s due date deadline so that Bidders can digest the information and author a bid response.

• Final day for questions that may receive a formal answer response via WEBS is: See Section 1.8 – Procurement Schedule: Question Period or Prebid Conference.

• Send Questions to: Contracts@PARKS.WA.GOV.

• Subject line must include the bid’s identification number and “Question.” See the first page or footer for the bid’s identification number.

Example email subject line: 325-217 Question

• Responses, if any, will be posted on WEBS (State of Washington’s bid notification system).

• SPECIAL NOTE: Only responses posted on WEBS are deemed official. All other communication whether it be verbal or in writing are deemed unofficial and nonbinding.

1.7 COMPLAINT PERIOD:

• Bidders should first attempt to address and resolve any concerns during the

Question and Answer Period. Should a Complaint be warranted, please see below.

• The Complaints Period is: See Section 1.8 – Procurement Schedule.

Complaints received before and after this period will not be considered.

• Send Complaints to: Contracts@PARKS.WA.GOV.

• Subject line must include the bid’s identification number and “Complaint.” See the first page or footer for the bid’s identification number. Bidder’s failing to mark the Complaint as instructed may result in the communication being missed or misunderstood as something other than a Complaint, and the Bidder forgo their Complaint.

Example email subject line: 325-217 Complaint

• Responses, if any, will be posted on WEBS (State of Washington’s bid notification system).

• SPECIAL NOTE: Only responses posted on WEBS are deemed official. All other communication whether it be verbal or in writing are deemed unofficial and nonbinding.

Bidders submitting complaints shall follow the procedures described in this section.

Complaints that do not follow these procedures shall not be considered.

mailto:ContractsAndProcurement@PARKS.WA.GOV mailto:ContractsAndProcurement@PARKS.WA.GOV

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All complaints must be in writing and sent to the Procurement Coordinator before the deadline, to the email address, and using the proper subject line.

The complaint must state the basis for the complaint and a proposed remedy.

Only complaints that fall into the categories below and stipulate an issue of fact shall be considered; however, a proposed solutions are always welcome.:

• The solicitation unnecessarily restricts competition;

• The solicitation evaluation or scoring is unfair or flawed; or

• The solicitation requirements are inadequate or insufficient to prepare a response.

1.8 PROCUREMENT SCHEDULE:

Any stated time is Pacific Time Zone (local time).

Activity Due Dates Time Question Period 03/04/2024-03/29/2024

See additional details in Section 1.6 – Question and Answer Period.

NA

Answer Period 04/01/2024-4/04/2024, anticipated but may take longer. All Answer Responses will be posted on WEBS. See Section 1.6 – Question and Answer Period

Prebid Conference 03/27/2024

• See additional details in Section 1.4 – Prebid

Conference

10:30 PST

Complaint Period 04/05/2024-04/10/2024 See additional details in Section 1.7 – Complaint Period. Complaints received before or after the Complaint period will not be considered.

NA

Bidder’s Response

– Deadline

04/18/2024 See also: Section 4 - Responses - Preparation and Submission Requirements. See also Section 3.1

CHECKLIST OF REQUIRED MATERIALS

1:00PM

Announcement of Apparent Successful Bidder

(ASB)

After the Bid’s due date (deadline to submit bid responses) and following the evaluation, the state will Announce the Apparent Successful Bidder (ASB). See additional details in Section 6.1 – Announcement of Apparent Successful Bidder.

Debriefing of Bidders

The Bidder wanting a Debrief must request a Debrief within three business days following the day of the Announcement of Apparent Successful Bidder (ASB). See additional details in Section 6.3 – Debriefing of Bidders

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Protest The DEBRIEFED Bidder wanting to submit a protest must submit a Protest within five business days following the day of the Debrief.

See additional details in Section 6.4 - Protests

2 SPECIAL TERMS & SOW & SPECIAL INFORMATION

2.1 ADVANCED PAYMENT PROHIBITION

Payment shall be based on goods and services provided. No payment shall be made for non-designated goods or services. Payment will be made only after proper documentation and invoicing has been provided to the Agency. In accordance with Washington’s Constitution at Article 8, Section five, while progress payments are allowed, under no circumstances will payment be made prior to the work (or for progress work) being rendered, completed, delivered, and acceptable. This condition includes terms like deposits, security deposits, and the like.

2.2 BUSINESS STRUCTURE & EMPLOYEES (COMPLIANCE WITH LAW)

During bid response evaluation and/or prior to contract execution and/or during the life of the contract, the Washington State Parks and Recreation Commission (WSPRC) may require your firm to provide proof, satisfactory to WSPRC, that your firm is a legally licensed business entity and is compliant with all business and employee related laws and regulations, including but not limited to, taxes, licenses, employee insurance, not debarred, etc. WSPRC reserves the right and may contact any person, business, agency, database system it deems necessary to validate compliance. Further, WSPRC may require your firm to provide information, acceptable to WSPRC, that verifies and validates business structure and/or the employment status for anyone appearing to be working on behalf of this contract.

Failure to provide required information in a timely manner may result in your bid response being rejected or your contract terminated. If your firm is found to be out of compliance with business and/or employee related laws or regulations or is otherwise a violator of these law and regulations it may result in your bid response being rejected or your contract terminated. Note: Information is readily available from state government agencies such as the Department of Revenue, Labor and Industries, Secretary of State, and Employment Security Department, however named.

2.3 CAUTION: THE RESULTING CONTRACT AND ITS TERMS AND CONDITIONS

Near the end of the competition document a sample contract is provided to help the Bidder better understand State Parks’ typical terms and conditions (usually in the form of a boilerplate). Any resulting contract (even if different in appearance) will include the terms, conditions, and boilerplate. The Bidder should review the sample contract, determine what is its risk and its desired reward and bid a rate(s) accordingly ( the sample contract is posted separately on WEBS) On occasion, Bidders that are selected for contract (Apparent Successful Bidders or ASB), try to negotiate away one or more of the State Parks terms and conditions.

Bidders are cautioned that negotiation of this type will likely not be entertained.

Bidders are cautioned to form a bid response that takes into account all risks and bid accordingly.

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2.4 STATEMENT OF WORK: CULTURAL RESOURCES SERVICES

2.4.1 Minimum Qualifications

To be qualified for services the Consultant/Contractor or Consultant team must possess all the qualifications and capabilities appropriate for the services the bidder would like to be considered for as described in this RFQQ.

For example, if your firm is interested in only providing built environment services, there is no expectation that your RFQQ response would include staff qualifications or other supporting information for completing archaeological damage assessments.

Consultants must be or become licensed to do business in the state of Washington.

All Consultant staff proposed for services must meet the qualifications contained in the U.S. Secretary of the Interior's Professional Qualifications Standards contained in Title 36, Part 61 of the Code of Federal Regulations (CFR) with the following additional requirements for supervisory archaeology staff:

• Activities regarding, or having the potential to affect, precontact and historic archaeological resources must be carried out by, or under the direct supervision of, a person or persons meeting at a minimum the U.S. Secretary of the Interior's "Professional Qualifications - Standards for Archeology" (36 CFR Part 61) with at least five (5) years full- time professional experience or equivalent specialized training in the study of archeological resources of the precontact period and/or historic period, with demonstrable research, administration, or management experience with resources reflecting precontact themes related to the land-use history of the Pacific Northwest in the State of Washington.

Additional Consultant Supervisory Staff Qualifications (as appropriate for the services offered). All Consultant staff proposed for work as a Project Archaeologist, Field Director, or in a similar supervisory position must be able to demonstrate:

• As appropriate, successful completion of Washington State Archaeological Site Inventory forms, Washington State Archaeological Excavation and Alteration Permits, federal Archaeological Investigation Permits, and National Historic Register nomination forms;

• Experience conducting Archaeological Site Damage Assessments and Condition Reports of archaeological sites in Washington State.

• Experience working successfully with Native American Tribes having an interest in the cultural resources of Washington State.

• Successful completion of Washington State Historic Property Inventory forms, and National Historic Register nomination forms.

https://www.nps.gov/articles/sec-standards-prof-quals.htm

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• Experience using geospatial data collection techniques, such as GPS/GNSS devices, and GIS applications, preferably those with a high degree of precision/accuracy (this is a required qualification for all archaeological services; see Section 2.4.2 – Services below).

2.4.2 STATEMENT OF WORK: CULTURAL RESOURCES SERVICES

WSPRC is seeking service providers (consultants) who can provide a wide spectrum of cultural resources services, including but not limited to research, survey, evaluative excavation, data recovery excavation, and monitoring. Awarded bidders will furnish qualified and professional personnel, equipment, materials, and services to provide one or more of the following services. Awarded bidders must demonstrate experience of each service in the respective region they would like to be considered for providing services to the commission. All reporting and documentation deliverables for each service below (as appropriate) must be in accordance with the DAHP’s latest Washington state standards for cultural resources reporting .

WSPRC is seeking consultants who can provide one or more of the services below in one or more of the WSPRC’s regions. It is not necessary for a consultant to be able to provide all services nor work statewide. Consultants will work on specific tasks or assist Commission staff for a specified amount of time, working with Commission staff or other consultants as needed.

A) SERVICES

1. Conduct research, survey, excavation, and monitoring as well as applicable reporting and training for regulatory compliance and the stewardship of cultural resources including: (the “services” are listed immediately below this heading)

1a. Cultural resource identification surveys including desktop/literature reviews and/or pedestrian survey and/or subsurface sampling with shovels and hand augers (for depths greater than one meter below the surface), as appropriate. Reporting to include detailed field methodology used, management recommendations, and graphics detailing any areas recommended for construction monitoring and/or deep testing.

1b. National Register of Historic Places (NRHP) evaluative testing including unit sizes of various sizes (e.g., 50-x-50 centimeters, 1-x-1-meters, etc.) to determine if a cultural resource(s) is eligible for listing in the NRHP. This task would also require obtaining any necessary excavation permits and developing a research design.

1c. Archaeological data recovery as part of mitigation for an adverse impact on a cultural resource that is eligible for listing in the National Register of Historic Places by a project or activity. This service would also require obtaining any necessary excavation permits and developing a research design.

1d. Geoarchaeology/geomorphology studies and deep testing for landform development history, cultural resource identification, and/or NRHP evaluation

1e. Cultural resource condition monitoring- implement State Park’s monitoring program to assess the current condition of previously https://dahp.wa.gov/project-review/washington-state-standards-for-cultural-resource-reporting

(WSPRC 325-217) Cultural Resources Services– Convenience Use Contract, Page 12 of 39 recorded cultural resources including documenting recreational and erosional impacts

1f. Construction monitoring: Develop and conduct project specific construction monitoring programs to include the observation and inspection of a construction project from design phase through various stages of construction, to be determined for each task order awarded under this contracting effort, to ensure the protection of any existing significant architectural features and/or intact archaeological remains, and to ensure cultural resources are properly addressed throughout the construction period. This service also includes inadvertent discovery plan training for cultural resources and human remains provided prior to construction.

1g. Damage assessments: Develop and implement a damage assessment study including field damage assessment, value and cost determinations, and report preparations. Damage assessments would be based on on all or part of the NPS Technical Brief 20.

1h. Geophysical survey and remote sensing: The use of ground-based geophysical methods such as magnetometers, electrical resistance meters, ground-penetrating radar (GPR) and electromagnetic (EM) conductivity meters and/or ground-based and Unmanned Aerial Vehicles (UAV)-Based photogrammetry. Please specify your firm’s capabilities/equipment for providing this service.

1i. Traditional Cultural Property/Places and ethnographic studies: Conduct systematic and detailed examination of an area, landscape, district, region, island, etc., designed to gather information about properties that may hold importance to cultural entities, organizations, or societies.

Information gathering may include informal tribal consultation, translating or transcribing of archival and library documents and material, any other methodology or context available and appropriate at the time

1j. Historic property (built environment) inventory, assessments, investigation nominations. Utilize the Washington Department of Archaeology and Historic Preservation’s (DAHP’s) online application (WISAARD) to research, analyze, and record architectural/built environment resources. Implement research methods supporting historic built environment investigations. The Consultant should have demonstrable familiarity with State Parks property types, including coastal defense infrastructure, Civilian Conservation Corps-era resources, and the Mid-Century Modern built environment.

NOTE: For the services detailed in items 1a through 1d, fieldwork should include GPS/GIS data production. Likewise, for items 1e and 1f, monitored areas should be captured in GPS/GIS data. Also see Section 2.4.3 – Assumptions.

2. Develop plans including: (the “services” are listed immediately below this heading) 2a. Cultural resource management plans for parks and properties owned and/or managed by State Parks https://home.nps.gov/subjects/archeology/upload/tchBrf20_508.pdf

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2b. Research designs for NRHP evaluative testing and data recovery, to include methodologies on establishing positional accuracy and control.

2c. Mitigation and treatment plans (built environment resources)

3. Other cultural resources management and research services, as needed. (this is a “service”) 3a. Describe other cultural resource services that your firm/company offers that were not included above that may assist State Parks with cultural resource compliance and/or stewardship.

B) ASSUMPTIONS

All cultural resource consultants contracted by State Parks must agree to and plan for the following Assumptions (as appropriate) for any task orders awarded under this contract:

• Permitting- Prior to any fieldwork, all required state (e.g., DAHP site alteration and monitoring) and federal (e.g., Archaeological Resource Protection Act of 1979, Antiquity Act) permits will be obtained in cooperation with appropriate State Park personnel.

• Reporting-Any technical reports provided to State Parks as a project deliverable should adhere to the latest DAHP Guidelines for Cultural Resource Reporting

• Resource Documentation- Consultants must complete appropriate resource documentation which may include: Washington State Archaeological Site/Isolate Inventory forms in WISAARD and National Park Service Determination of Eligibility forms for Archaeology Sites, Traditional Cultural Properties/Places, and Districts;

and Washington State Historic Property Inventory Forms and National Register of Historic Places nominations.

• GIS- GIS data will be provided to State Parks for all field investigations that is in accordance with WSPRC’s cultural resource geodatabase schema (to be provided), either as an Excel or CSV spreadsheet, or in ESRI file geodatabase format (this latter format is preferred).

GIS data may include, but is not limited to, excavations (shovel tests, auger probes, excavation units, data recovery units), surveyed areas, monitored areas, evaluated areas, photo points, photologs, features, artifacts, site boundaries, site impact areas, landmarks, datums, landform features, park features, etc. GIS data may also include native data used in and the results of spatial analysis and probability modeling, including a report of detailed methodology. GIS data shall be accompanied by a statement of spatial accuracy and precision, and a description of the methods and instruments used in collection or creation of the data.

• Artifact Analysis: Consultants must have the ability to conduct artifact analysis of both historic and precontact cultural materials in the field and/or laboratory.

Artifacts are not typically collected during State Parks projects and would only be done so to either fulfill a permit condition or if consulting parties (State Parks, DAHP, impacted Tribes, and any consulting agencies) agree to it. Artifact analysis should be completed by trained specialists (e.g., lithics analyst, historic archaeologist, zoo archaeologist, etc.)Special Samples: Consultants must have https://dahp.wa.gov/project-review/washington-state-standards-for-cultural-resource-reporting

(WSPRC 325-217) Cultural Resources Services– Convenience Use Contract, Page 14 of 39 the ability to collect (when appropriate) and prepare samples for specialized analysis (e.g., radiocarbon dating, obsidian sourcing, etc.) for all types of cultural resource investigations.

• Special Samples- Ability to collect (when appropriate) and prepare samples for specialized analysis (e.g., radiocarbon dating, obsidian sourcing, etc.) for all types of cultural resource investigations.

• Curation Preparation- Consultants must have the ability to properly curate any collected artifact assemblages (when applicable). State Parks requires all of its archaeological collections to meet Federal Code 36 CFR Part 79 curation standards by using the Burke Museum of Culture and Natural History (hereafter, the Museum) curation manual. The manual can be obtained from either the Museum or State Parks. Any collection being received by State Parks that does not meet these standards will be assessed for additional curation fees by State Parks to properly curate the collection. Note that the numbering system the Museum uses in their manual is not the numbering system State Park uses. For more information, WSPRC’s Curator of Collections will need to be contacted.

• Project Archives: Consultants must be able compile and submit to State Parks all original hard copies of site and project associated documentation created/amassed as a part of the work regardless of whether any cultural resources are identified, monitored, or collected. This means all original monitoring notes, notebooks, memos/emails, born-digital and/or prints/negs/film photographs, maps, etc. directly associated to and/or a result of fieldwork (e.g., monitoring, testing, sampling, excavation, etc.) for every State Parks project. All project documentation is the property of State Parks and is to be curated to the federal standards as outlined in the Museum curation manual.

2.5 Contract Highlights For Any Resulting Contract

The Washington State Park and Recreation Commission is seeking consultants/contractors who can provide Cultural Resources Services. Multiple contracts stemming from the 325-217 competition is possible.

• Task Order/Purchase Requisition: The contract(s) act as a set of umbrella contracts that will employ task orders for specific work. The task order identifies the specific objective, tasks to be performed, the deliverables and reports, etc. It is at this point the Consultant/Contractor evaluates the risk and reward and offers a quote that at a minimum identifies the personnel hours needed and the anticipated travel & expenses so that it can be compared to the rate schedule provided in the consultant’s/contractor’s bid response.

• Lump Sum/Not to Exceed: Each task order will identify a lump sum or a not to exceed limit to perform and complete the work and the Consultant/Contractor is obliged to perform and complete the work for that lump sum amount unless both parties mutually agree to amend the task order. However, the Consultant/Contractor is cautioned not to rely upon State Parks agreeing to an amendment and the Consultant’s/Contractor’s quote offer MUST stand on its own merit. State Parks cannot and will not increase any funds because Consultant/Contractor misjudged the effort. Any amendment modifications must be reasonable under the circumstances and in the best interests of the state.

(WSPRC 325-217) Cultural Resources Services– Convenience Use Contract, Page 15 of 39

• Travel & Expenses: Initially, the contract will allow for separate Travel & Expenses (subject to the approval of the State Parks Project Representative).

Any request for Travel & Expenses SHALL NOT exceed the rates and amount authorized by the state of Washington. To that end, State Parks shall reference and use the state of Washington, State Accounting and Administrative Manual (SAAM) to calculate any Travel & Expenses. Any request for Travel & Expenses greater than is authorized by state rules SHALL NOT be paid and the Consultant/Contractor SHALL hold the state HARMLESS. SAAM Link:

https://ofm.wa.gov/accounting/saam. Exception: Should an exception be necessary to the state’s travel rules, it will require a consultation with and the approval of the State Parks Accounts Payables (A/P) team in writing and this writing shall be attached to the task order prior to the task order being signed by both parties. The A/P consultation and approval is incorporated by reference into the task order. Any promises made outside the four corners of the task order is nonbinding, shall not be relied upon, and not honored.

NOTICE: State Parks is moving to an all-encompassing LUMP SUM methodology where Travel & Expenses (if any) are rolled into the LUMP SUM fee identified in the quote. If and when adopted VIA MUTUALLY AGREED NEGOTIATION Travel & Expenses will be assumed to be rolled into the Consultant’s/Contractor’s blended rate (an up to value).

• Quote Process: Consultants/Contractors must provide a quote in the format required by the State Parks representative but the quote must also include a clear discussion on travel and expenses which will help the State Parks representative understand if the Consultant/Contractor understands the work to the same degree as State Parks. State Parks may ask for quotes from one or more Consultants/Contractors and select the one of his/her choosing for any reason.

• Invoice: Initially, may include references to travel or expenses and supporting travel and expenses documentation, such as, receipts or mileage calculations, which may be required to fulfill the reimbursement request. However, as mentioned earlier, State Parks is moving to an all-encompassing Lump Sum methodology. If and when adopted VIA MUTUALLY AGREED NEGOTIATION Travel & Expenses will be assumed to be rolled into the Consultant’s/Contractor’s blended rate (an up to value).

• Rate Schedule/Discount Rate: The Contractor may request a change to the Rate Schedule once per calendar year. If the new Rate Schedule is not adopted or approved by State Parks, the Contractor must complete any existing task order obligations, need not accept future different task orders and request a Termination for Convenience following the conclusion of the then current task orders.

Reminder: Rate Schedules are an up to value. Be mindful that if a Rate Schedule is adopted and approved by State Parks it may none-the-less make your services unattractive or cost prohibitive when compared to other convenience use contractors.

2.5.1 Regions:

For purposes of this competition and any resulting contract(s), State Parks the following three regions:

https://ofm.wa.gov/accounting/saam

(WSPRC 325-217) Cultural Resources Services– Convenience Use Contract, Page 16 of 39

• Western Region o Will generally include the following counties, but the State Parks project representative is authorized some deviation: Whatcom, Skagit, Snohomish, King, Pierce, Thurston, Lewis, Wahkiakum, Cowlitz, Skamania, Clark, Pacific, Grays Harbor, Jefferson, Clallam, Kitsap, Mason, Island and San Juan

• Eastern Region o Will generally include the following counties, but the State Parks project representative is authorized some deviation: Okanogan, Chelan, Douglas, Kittitas, Yakima, Klickitat, Benton, Franklin, Grant, Adams, Walla Walla, Columbia, Garfield, Asotin, Whitman, Spokane, Lincoln, Spokane, Stevens, Ferry, Pend Oreille

• Statewide o Will include all counties located in Washington State.

3 RESPONSES - REQUIRED CONTENT, FORMAT, AND SCORING:

3.1 CHECKLIST OF REQUIRED SUBMITTALS

The following list in the table in this subsection identifies the content that must be included in each responsible submission (Bidder’s bid response). Any response that does not contain all of these items may be rejected as non-responsive. Each item is discussed in more depth in the sections following the Table.

Each submittal should contain responses to all required details. Failure to do so may result in failure to pass administrative screening. Evaluation scoring will be based on the Consultant’s abilities to include comprehensive expertise, relevant experience, cost factors, and past performance.

Table explained: The Table below identifies what Submittals the Bidder must provide to WSPRC in the Bidder’s Bid Response and also acts as a Checklist so that the Bidder does not forget to include required material in the Bid Response. In some cases, the WSPRC has provided a form for this purpose but if no form is provided the Bidder must “self-author” a response to meet this Submittal condition. The Table also states if the Submittal will be Scored by points or scored as Pass/Fail. The Table also provides a nonexclusive courtesy Reference linking the Submittal to other areas of the document.

Evaluation Criteria / Required Material Maximum Possible Point Total (UP TO) Appendix A: Certifications (form provided, must be signed)

Pass/Fail Basis – no points

Appendix B: Bidder Profile Pass/Fail Basis – no points

(WSPRC 325-217) Cultural Resources Services– Convenience Use Contract, Page 17 of 39

General Evaluation Continuum: State Parks will use the following as general guidance and the specific criteria detailed in the Checklist (Table) and/or in Section 3 subsections in determining scores.

General Evaluation Continuum Bidder demonstrates renowned experience and/or the least or no risk, and/or ideal fit for what is being sought by State Parks

(5 points)

Bidder demonstrates considerable experience, and/or some minor risk, and/or a close but not ideal fit for what is being sought by State Parks.

(4 points)

Bidder demonstrates solid experience, and/or mild risk, and/or fair fit for what is being sought by State Parks.

(3 points) demonstrates adequate experience, and/or medium risk, and/or mediocre fit for what is being sought by State Parks.

(2 points)

Bidder demonstrates limited experience, and/or high risk, and/or poor fit for what is being sought by State Parks.

(1 points) demonstrates no experience, and/or grave risk, and/or a bad fit for what is being sought by State Parks

(no points)

Consultants (Bidder) must score at least 70 points to be considered for award.

3.2 (APPENDIX A) – CERTIFICATIONS, ASSURANCES, AND WAIVER (Mandatory) A FORM is provided for this part of your bid response. See (APPENDIX A – CERTIFICATIONS, ASSURANCES, AND WAIVER. (Pass/Fail) The Certifications must be executed as written in Appendix A. Failure to execute the Appendix in its official form will result in the Bidder’s Proposal being disqualified.

Appendix A – Certifications is evaluated on a pass/fail basis.

Evaluation Criteria / Required Material Maximum Possible Point Total (UP TO)

Competition Amendments (if any) If applicable, see amendment for details.

Appendix C: Services& Regions Form Section 3.5

55 points possible

Appendix D: Supplemental Information Section 3.6

55 points possible

Appendix E: Rate Schedule (Section 3.7) Pass/Fail Basis- No Points

Appendix F: References (Section 3.8 and Appendix F)

Pass/Fail Basis – No Points

Appendix G: *Self-Certified Small Business and/or Veteran-Owned Business (Section 3.9)

*Only if Applicable* 10 points possible

TOTAL: 110 Point Maximum Bidder must score at least 60 points to be considered for services selected.

(WSPRC 325-217) Cultural Resources Services– Convenience Use Contract, Page 18 of 39

Must be signed with wet-ink signature (pen to paper). DON’T type in a signature, write it out by hand.

This Submittal will used for any and all Regions bid; only one is needed.

3.3 (APPENDIX B) – BIDDER PROFILE (MANDATORY)

A FORM is provided for this part of your bid response. See (APPENDIX B – Bidder Profile) (Pass/Fail) Bidder Profile provides general information concerning the Bidder and/or its corporate entity.

It is important to fully read the Bidder Profile as there may be additional pages that the Bidder may have to self-author and attach depending on the Bidder’s response.

Appendix B - Bidder Profile must be substantively completed and is evaluated on a pass/fail basis.

3.4 COMPETITION AMENDMENTS (IF ANY)

As explained in Section 7.3 – Amendments to the Competition, WSPRC may need to amend this competition. Any competition amendment will be posted on WEBS under this competition number.

Competition Amendments may be simply informational, extend the competition’s bid due date, add/delete/modify language of the competition document or an earlier-in-time competition amendment, it may fully revise and replace the competition document, or may be responses to Questions or Complaints, etc. The competition amendment may need to be signed. It may direct the Bidder to include other documents that are self-authored by the Bidder.

It is important the Bidder follow the instructions stated in the competition amendment, failure to do so may result in bid disqualification and rejection.

Depending on the instructions and directions, the result may be scored or pass/fail.

3.5 (APPENDIX C) SERVICES & REGIONS FORMS

(55 points possible)

Bidder, a form has been provided for you to record your desire for consideration for a given Service/Region. You/your firm will also detail your experience for the given Service/Region that is selected.

The Service/Region form is posted separately on WEBS under file name 325-217 Service/Region Form See Section 2.4.2 for expanded details.

SCORING CRITERIA

Bidder please provide up to 3 examples that demonstrate relevant experience for each service/region you are applying for. It is the responsibility of the bidder to provide accurate and easily identifiable project examples that correspond with the service the bidder is selecting. Bidder may not be considered for that service if the project experience is lacking detail or is not similar to the service selected.

3.6 (APPENDIX D) SUPPLEMENTAL INFORMATION

(55 points possible)

(WSPRC 325-217) Cultural Resources Services– Convenience Use Contract, Page 19 of 39

Bidder complete the form Supplemental Information posted separately on WEBS.

Each question will be worth a maximum of 5 points per question totaling a possible 55 points for this section.

Bidders answers will be evaluated with focuses on understanding, effectiveness, and comprehension of the questions State Parks is asking. Bidder must keep answers under 500 words or less per question for questions 3-11, Questions 1-2 does not have a word limit.

3.7 RATE SCHEDULE (APPENDIX E)-MANDATORY

(Pass/Fail-Self Authored) Bidder, you must self-author and provide a personnel hourly rate schedule for individuals that will be associated with the resulting contract. The rate schedule should list by skillset, function, and/or title.

Subcontractors: Bidder, if you plan to use subcontracting to augment deficiencies or vacancies in skillset or functions, include the hourly rate schedule for subcontracted personnel.

Rate Schedule Note: In the resulting contract the initial Rate Schedule shall be as bid for at least that same calendar year. Thereafter, the Contractor may request a change to the Rate Schedule once per calendar year. If the new Rate Schedule is not adopted or approved by State Parks, the Contractor must complete any existing task order obligations, need not accept future different task orders and request a Termination for Convenience following the conclusion of the then current task orders.

Reminder: Rate Schedules are an up to value. Be mindful that if a Rate Schedule is adopted and approved by State Parks it may none-the-less make your services unattractive or cost prohibitive when compared to other convenience use contractors.

SCORING CRITERIA:

Using the Bidder’s self-authored rate schedule, the…