Sol_140F0S26Q0046.pdf

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CA-REGL CHF-NAT WLDLFE-POLLINATOR SURVEY Federal contract opportunity
Solicitation number
140F0S26Q0046
Issued by
Department of the Interior Fish and Wildlife Service

About this file

This is a Request for Quotation (RFQ) for Monarch butterfly habitat and adult butterfly survey services for the U.S. Fish and Wildlife Service (USFWS), Region 8, Inventory and Monitoring Program. The Government seeks a non-personnel services contractor to conduct region-wide pollinator surveys across three National Wildlife Refuges in the San Joaquin Valley of California: San Luis, San Joaquin, and Merced. The contract type is firm-fixed-price with a not-to-exceed budget of $500,000. The period of performance extends from October 1, 2026, through September 30, 2028, covering two distinct field seasons (2027 and 2028). Electronic quotations must be submitted via email to Joni_Dutcher@fws.gov by August 19, 2026, at 8:00 AM Eastern Daylight Time.

The contractor must follow Integrated Monarch Monitoring Program (IMMP) protocols to conduct milkweed and blooming plant surveys (Activity 1, Option A) with monthly visits for four months per season, and adult monarch surveys (Activity 3) twice monthly for four months per season. Key deliverables include survey data submitted to the IMMP Portal within one week of each event, paper datasheets scanned and delivered to USFWS, digital data files (shapefiles and CSV format) delivered within four weeks of final survey, and comprehensive summary reports completed within two months of each field season's conclusion. Survey sites should be distributed at 10% San Joaquin NWR, 25% Merced NWR, and 65% San Luis NWR. The contract requires key personnel retention across both seasons, pre-season coordination meetings, habitat quality classifications, and documented evaluation of pollinator use relative to habitat quality. Evaluation factors include technical capability and past performance (combined significantly more important than price), small business utilization with mandatory subcontracting goals of 45.87% for small business, 5% for SDB/SDVOSB/WOSB, and 3% for HUBZone, and price reasonableness. The contractor must be located in California with experience in the San Joaquin Valley and familiarity with the survey sites.

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WOMEN-OWNED SMALL

BUSINESS (WOSB)

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL PRODUCTS AND COMMERCIAL SERVICES

1. REQUISITION NUMBER PAGE 1 OF

2. CONTRACT NUMBER 3.AWARD/EFFECTIVE

DATE

4. ORDER NUMBER 5. SOLICITATION NUMBER 6. SOLICITATION ISSUE

DATE

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME b. TELEPHONE NUMBER (No collect calls)

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY

13b. RATING

14. METHOD OF SOLICITATION

CODE

15. DELIVER TO 16. ADMINISTERED BY CODE

18a. PAYMENT WILL BE MADE BY CODE17a. CONTRACTOR/

OFFEROR

CODE

FACILITY

CODE

CODE

TELEPHONE NUMBER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

REQUEST

FOR QUOTE

(RFQ)

INVITATION

FOR BID

(IFB)

REQUEST

FOR

PROPOSAL

(RFP)

SEE ADDENDUM

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Government Use Only)

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN 29. AWARD OF CONTRACT: REFERENCE

. YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR

30b. NAME AND TITLE OF SIGNER (Type or print) 30c. DATE SIGNED

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

31b. NAME OF CONTRACTING OFFICER (Type or print) 31c. DATE SIGNED

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 11/2021)

Prescribed by GSA - FAR (48 CFR) 53.212

10. THIS ACQUISITION IS UNRESTRICTED OR

NORTH AMERICAN

INDUSTRY CLASSIFICATION

STANDARD (NAICS):

SIZE STANDARD:

13a. THIS CONTRACT IS A

RATED ORDER UNDER

THE DEFENSE PRIORITIES

AND ALLOCATIONS

SYSTEM - DPAS (15 CFR 700)

SET ASIDE: % FOR:

11. DELIVERY FOR FREE ON

BOARD (FOB) DESTINATION

UNLESS BLOCK IS MARKED

SEE SCHEDULE

12. DISCOUNT TERMS

ARE ARE NOT ATTACHED

ARE ARE NOT ATTACHED

27a. SOLICITATION INCORPORATES BY REFERENCE (FEDERAL ACQUISITION REGULATION) FAR 52.212-1, 52.212-4.

FAR 52.212-3 AND 52.212-5 ARE ATTACHED.

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED.

8(A)

ECONOMICALLY

DISADVANTAGED

WOMEN-OWNED SMALL

BUSINESS (EDWOSB)

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

(SDVOSB)

HUBZONE SMALL

BUSINESS

SMALL BUSINESS

NOTE: OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30.

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH

AND DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND

ON ANY ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS

SPECIFIED

DATED.

OFFER

ADDENDA

ADDENDA

140F0S26Q0046

See Schedule See Schedule

FWS Over SAT G/S FWS, Over SAT G/S 5275 Leesburg Pike Falls Church VA 22041

08/19/2026 0800 ED

0044048890

Joni Dutcher 571-447-8387

F0S

F0S

Joni Dutcher

541620

$19

08/05/2026

0011280586

ADMINISTERED BY:

FWS Over SAT G/S

FWS, Over SAT G/S

5275 Leesburg Pike

Falls Church VA 22041 US

DELIVER TO:

Continued...

STOCK RECORD (S/R)

STANDARD FORM 1449 (REV. 11/2021) BACK

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE RECEIVED (MM/DD/YYYY) 42d. TOTAL CONTAINERS

40. PAID BY

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE 32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. EMAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

PARTIAL FINAL

37. CHECK NUMBER

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER

36. PAYMENT

COMPLETE PARTIAL FINAL

ACCEPTED,

FWS REGL CHF-NAT WLDLFE REFUGE SYST

FEDERAL BUILDING

2800 COTTAGE WAY, ROOM W-2606

SACRAMENTO CA 95825-1846 US

Region 8 Pollinator Survey Services for the following locations: San Joaquin National

Wildlife Refuge, San Luis National Wildlife

Refuge, and Merced National Wildlife Refuge.

Contracting POC: Joni Dutcher, email:

Joni_Dutcher@ios.doi.gov

Tech POC: Kaylene Keller, phone: (916) 212-8038

Alt POC: Kara Moore-O'leary, phone: (916)

533-1066

Period of Performance: 10/01/2026 to

12/31/2028

00010 Monarch Habitat and Pollinator Survey and

Support Services

Requisition No: 0044048890

SECTION B - SUPPLIES OR SERVICES AND PRICES

This requirement is for Region 8, Pollinator Survey Services for the following locations: San Joaquin National Wildlife Refuge (NWR), San Luis NWR, and Merced NWR

This is Not-to-exceed $500,000 total, with quantities/site distribution tied to contractor cost-per-site estimates

Base Item: Pollinator Survey Services

SCHEDULE OF ITEMS

ITEM

NUMBER

DESCRIPTION QTY Sites PRICE

00010 Provide the quantity per site visit and price below; this should include any travel associated with the sites. The distribution of Surveys Sites should be 10% San Joaquin NWR, 25% Merced NWR and 65% San Luis NWR.

Task 4.1.1-Project Coordination

4.1.1 2-3 Coordination meetings. Review schedule, sampling design, and field logistics

Task 4.1.2 – Milkweed and Blooming Plant Survey

1.1 IMMP Protocol Activity 1 Option

A

San Joaquin NWR

1.1 IMMP Protocol Activity 1 Option

A

San Luis NWR

1.1 IMMP Protocol Activity 1 Option

A

Merced NWR

1.2 Data Entry using IMMP Portal for

Activity 1 Option A

All Surveys

Task 4.1.2 - Adult Monarch and Other Butterfly Species

2.1 IMMP Adult Monarch Survey +

presence of other butterfly species

San Joaquin NWR

2.1 IMMP Adult Monarch Survey +

presence of other butterfly species

San Luis NWR

2.1 IMMP Adult Monarch Survey +

presence of other butterfly species

Merced NWR

2.2 Data Entry using IMMP Portal All Surveys

2.3 Data Entry for other Species -

spreadsheet provided by FWS

All Surveys

Task 4.1.3 : Classify Survey Sites by Habitat Quality

3.1 Classify adult monarch survey

transects by habitat quality

Task 4.1.4: Summarize Results of Project

4.1 Provide Survey data in digital

format

4.2 Summarize Results of Surveys

TOTAL:

Quantity - For Activity 1 Option A - each survey site will be visited once a month for a total of 4 survey events per site. For Adult Monarch Surveys, each survey site will be visted 2X a month for 4 months. The Survey Sites will be the same for both vegetation and butterfly surveys.

This is a single continuous Period of Performance spanning two fiscal years/field seasons covered by this contract (2027 and 2028).

The survey sites can be divided between the two seasons but each site will need to meet the survey frequency for the season (Activity 1 - 1 per month and Activity 3 - 2x a month)

Note: In the event of uncontrollable occurrences (i.e., pandemic, natural disaster, defense attack against the U.S.A., federal furlough, etc.) affecting the completion of this contract, the contractor shall only bill for services and deliverables received up to the date and time of the occurrence. Any remaining funds will be de-obligated from the contract without further claims or compensation, including Firm Fixed Price contracts.

(End of Section B)

SECTION C - STATEMENT OF WORK

1.0 GENERAL

1.1 Site Background and Context:

Globally pollinator populations have been declining significantly, causing concerns for both natural ecosystems and agriculture. These declines have prompted discussion about regulatory protection for Monarchs. Habitat loss is a major factor contributing to this decline. Because the San Joaquin Valley is crucial for the western monarch butterfly during migration the maintenance and restoration of habitat that occurs within public lands in this area is essential to prevent further decline and further need for conservation. The San Joaquin Valley contains vital habitats rich in milkweed and a variety of other nectar plants, which are critical for monarch breeding and migration. Understanding of how butterflies and other pollinators use National Wildlife Refuges (NWRs) in the area is needed to determine the role that public lands can play in reducing butterfly decline.

Enhancing nectar availability is a key strategy for pollinator conservation and will benefit not just the western monarch but also other pollinator species. Restoring and improving nectar availability in native habitats can help support a variety of pollinator species. To prioritize management actions and improve conservation outcomes, it is necessary to assess the quantity and quality of existing habitats and understand how they are used by monarchs and other pollinators.

The San Luis National Wildlife Refuge Complex in the San Joaquin Valley of California has been recognized as a significant area for pollinator habitat. Data on the quality and quantity of monarch habitats and their use by pollinators is crucial for effective management of pollinator habitat on refuges. This information can be used to strategically target management actions to improve habitat quality. It can also be used to support conservation efforts by partners in agriculture and other working landscapes as an alternative to regulations. The Monarch Joint Venture has developed the Integrated Monarch Monitoring Program (IMMP) establishing a national protocol for tracking monarch habitats and adult populations. Information from this survey will aid in national efforts for butterfly conservation, support data-driven habitat management, and may contribute to butterfly population health over time. This ultimately could reduce the need for regulatory protection. Refuge staff are not able to implement this survey due to other refuge management priorities and staff have limited expertise in butterfly identification. Without such data, opportunities to support pollinators on public lands may be missed, management of refuge pollinator habitat may be less efficient, or investments in habitat restoration may be less likely to directly reduce butterfly population vulnerability.

1.2 General Requirements of the Project

This is a non-personnel services contract to provide Monarch butterfly habitat and adult butterfly surveys. The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn, is responsible to the Government. Contractor shall be familiar with the three site locations.

The contractor shall provide all personnel, equipment, supplies, facilities, transportation, tools, materials, supervision, and other items and non-personal services necessary to perform Monarch butterfly habitat and adult butterfly surveys as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.3 Objectives:

The Pacific Southwest Region (Region 8) of the U.S. Fish and Wildlife Service (Service) Inventory and Monitoring Program (2800 Cottage Way, Suite W-26-6, Sacramento, CA 95825) is engaged in monitoring pollinator habitat and populations at refuges to identify priority areas for habitat management at National Wildlife Refuges (NWRs) and contribute to the USFWS Region and National Pollinator Conservation goals. The Service requires a support services contractor (Contractor) with experience in the San Joaquin Valley of California to:

• conduct Monarch and other butterfly surveys and nectar plant and milkweed surveys,

• follow methods established by the Integrated Monarch Monitoring program,

• provide data in the established specifications and a summary report that includes documentation of the survey implementation, survey effort, analysis methods used, and results.

1.4 Scope: Services include skilled staff to conduct monarch adult and other butterfly surveys, milkweed and blooming plant surveys, data management, survey design and summary findings and recommendations.

The contractor shall:

• Identify the quantity and quality of Monarch habitat at identified priority sites at San Luis National Wildlife Refuge Complex (NWRC)

• Quantify the abundance of Monarch butterflies at San Luis NWRC

• Document other butterfly species occurrence at San Luis NWRC

• Classify adult monarch survey transects by habitat quality, using criteria provide by USFWS

• Provide data and summary reports from survey results

The contractor will follow the protocols developed by the Monarch Joint Venture – Integrated Monarch Monitoring Program (IMMP) - Field Activities & Protocols • Monarch Joint Venture

Activity 1: Milkweed and Blooming Plant Survey Activity 1/Option A will be used to collect data about the habitat quality

Activity 3: Adult Monarch Survey methods will be used for Monarch surveys, with the addition that all butterflies observed at a survey site will be recorded to the level of identification that can be done non-lethally.

Data management (data entry, qa/qc, metadata, and summaries) will be completed using the Monarch Joint Venture data entry systems and other data specifications and tools provided by FWS.

1.5 Period of Performance: The period of performance shall be from October 1, 2026 – September 30, 2028.

The table below describes an estimated timeline for the project. Since when flowers bloom can vary from year to year, the exact dates for starting the survey will be set when the survey sites are selected.

Activity Timeframe Kickoff meeting (virtual) October - November 2026 Select survey sites November 2026 - January 2027 Meeting with Refuge Staff January - February 2027

Field Season 1 (2027) March - July (depending on when nectar plants are blooming)

Field Season Begins March or April

Field Season Ends

June or July depending on when the season started (4 months total survey time)

Data Entry Throughout the field season

Summary Reports Complete within 2 months of the end of the field season

Field season 2 Preparation January - February 2028

Field season 2 (2028) March - July (depending on when nectar plants are blooming)

Field Season Begins March or April https://monarchjointventure.org/mjvprograms/science/integrated-monarch-monitoring-program/field-activities-protocols

Field Season Ends

June or July depending on when the season started (4 months total survey time)

Data Entry Throughout the field season

Summary Reports Complete within 2 months of the end of the field season

1.6 General Information

1.6.1 Quality Control: The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures himself that his work complies with the requirements of the contract.

1.6.2 Quality Assurance: The Government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3 Hours of Operation: The contractor is responsible for conducting business between the hours of [8 am – 5 pm unless field conditions require earlier start times] Monday through Friday, except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government-directed facility closings. For other than firm-fixed-price contracts, the contractor will not be reimbursed when the Government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.4 Place of Performance: The work to be performed under this contract will be performed at the Contractor's offices and field work will be completed at San Luis Complex. The surveys will be conducted at the San Luis Complex, and the data entry will be done at the contractor's offices.

1.6.5 Approach to the Two-Season Period of Performance

Offeror recognizes that this requirement spans two distinct field seasons (2027 and 2028), each requiring four Milkweed and Blooming Plant Survey events (IMMP Activity 1, Option A) and eight Adult Monarch Survey events (IMMP Activity 3) per site, timed to seasonal bloom and monarch presence (typically March/April through June/July).

To ensure continuity and consistency of data across both seasons, [Offeror] will:

• Retain the same Key Personnel (Contract Manager, Plant Survey Lead, Butterfly Survey Lead) across both field seasons to preserve site familiarity and data consistency, as required under PWS Section 1.6.10.

• Conduct pre-season coordination meetings (2–3 per season, per PWS 5.1.1) in advance of each field season — targeting [October–November 2026] for Season 1 and [January–February 2028] for Season 2

— to confirm survey site selection, sampling design, and logistics with FWS staff.

• Build flexibility into our field scheduling to accommodate year-to-year variation in bloom timing, ensuring the required survey frequency (monthly for Activity 1, twice-monthly for Activity 3) is met regardless of when each season's field window opens.

• Submit data to the IMMP Portal within one week of each survey event and deliver season-end summary reports within two months of the close of each field season (per PWS 5.1.5), for both Season 1 (2027) and Season 2 (2028) independently.

• Apply lessons learned and habitat quality classifications from Season 1 to refine site prioritization, if needed, in Season 2, subject to FWS approval.

If pricing depends on quantity per site (per Section B) offerors should propose a single cost-per-site and cost-per-transect rate structure applicable to both seasons unless the offeror can justify differing costs (e.g., inflation, mobilization).

1.6.6 Type of Contract: The government will award a firm-fixed-price contract.

1.6.7 Security Requirements: NA

1.6.7.1 PHYSICAL Security: The contractor shall be responsible for safeguarding all government equipment, information, and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.7.2 Key Control. Not applicable

1.6.7.3 Lock Combinations. The Contractor shall establish and implement methods of ensuring that all lock combinations are not revealed to unauthorized persons. The Contractor shall ensure that lock combinations are changed when personnel having access to the combinations no longer have a need to know such combinations.

These procedures shall be included in the Contractor’s Quality Control Plan.

1.6.8 Special Qualifications: Must have training or experience in identifying plants and butterfly’s found in the San Joaquin Valley, California.

1.6.9 Post Award Conference/Periodic Progress Meetings: The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart 42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.10 Contracting Officer Representative (COR): The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract:

perform inspections necessary in connection with contract performance: maintain written and oral communications with the Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.11 Key Personnel: The follow personnel are considered key personnel by the government: Contract manager, plant field survey lead, butterfly field survey lead and field survey technicians. The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract. The contract manager or alternate shall be available between 8:00 a.m. to 4:30p.m., Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons. Qualifications for all key personnel are listed below: The contract manager will have at least 5 years experience in project management for field surveys. The plant field survey lead will have 3-5 years experience conducting plant surveys in the San Joaquin Valley of California. The butterfly field survey lead will have 3-5 years experience in conducting non-lethal butterfly surveys in the San Joaquin Valley of California. The field technicians will have at least 1 year of plant or butterfly field experience in the Central Valley of California.

1.6.12 Identification of Contractor Employees: All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

1.6.13 Contractor Travel Contractor will be authorized travel expenses consistent with the substantive provisions of the Joint Travel Regulation (JTR) and the limitation of funds specified in this contract. All travel requires Government approval/authorization and notification to the COR. The government estimates that Activity 1:

Milkweed and Blooming Plant Surveys will need to occur once a month from March/April – June/July (depending when flowering starts). The government estimates that Activity 3: Adult Monarch Survey will need to occur 2 times a month when Monarchs are present March/April – June/July (depending when flowering starts).

1.6.14 Other Direct Costs: Any other direct costs should be included in the quote for the project.

1.6.15 Data Rights: The Government has unlimited rights to all documents/material produced under this contract. All documents and materials, to include the source codes of any software, produced under this contract shall be Government owned and are the property of the Government with all rights and privileges of ownership/copyright belonging exclusively to the Government. These documents and materials may not be used or sold by the contractor without written permission from the Contracting Officer. All materials supplied to the Government shall be the sole property of the Government and may not be used for any other purpose. This right does not abrogate any other Government rights.

1.6.65 Organizational Conflict of Interest: Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may effect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

2. DEFINITIONS AND ACRONYMS:

2.1. DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government. Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S. Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.1.12 SURVEY EVENT. The unique combination of survey site (plot location for plants and survey transect for butterflies) and the date of the survey.

2.1.13 SURVEY SITE: The location of the survey plots for plants and the survey transects for butterflies.

2.1.14. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.15. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2. ACRONYMS:

ACOR Alternate Contracting Officer's Representative AFARS Army Federal Acquisition Regulation Supplement AR Army Regulation CCE Contracting Center of Excellence CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative

COTR Contracting Officer's Technical Representative COTS Commercial-Off-the-Shelf DA Department of the Army DD250 Department of Defense Form 250 (Receiving Report) DD254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD Department of Defense FAR Federal Acquisition Regulation HIPAA Health Insurance Portability and Accountability Act of 1996 I&M Inventory and Monitoring Program IMMP Integrated Monarch Monitoring Program KO Contracting Officer NWR National Wildlife Refuge NWRC National Wildlife Refuge Complex (a group of refuges managed together) OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs PIPO Phase In/Phase Out POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program TE Technical Exhibit

3. GOVERNMENT-FURNISHED PROPERTY

3.1. Services : The Government will provide the special use permit and other environmental compliance documentation required to conduct the surveys. The Government will provide review of products and data. The Government will also provide locations of sites to survey.

3.2 Facilities: The Government will provide access to sites and existing public restrooms at parking lots.

3.3 Utilities NA:

3.4 Equipment NA:

3.5 Materials and Digital Systems: The Government will provide access to the Monarch Joint Venture survey protocols, will create the ‘project’ in the Monarch Joint Venture data entry system for the surveys and will provide the Contractor access to the project to facilitate data entry. In addition, the Government will also provide necessary geospatial data for the surveys such as survey site locations.

4. CONTRACTOR FURNISHED ITEMS AND RESPONSIBILITES

4.1 General: The Contractor shall furnish all supplies, equipment, facilities and services required to perform work under this contract that are not listed under Section 2 of this PWS.

4.2 Secret Facility Clearance: NA

4.3. Materials . The Contractor shall provide any field equipment or other materials to meet the requirements under this PWS. For example the Contractor shall supply all materials or equipment necessary to conduct the surveys, the equipment is described in the survey protocol documentation. The contractor will provide computers for contractor staff to enter data into the online data system. The contractor will provide any additional field safety equipment necessary for the surveys.

4.4. Equipment NA - equipment is described under 3.3 Materials.

5. SPECIFIC TASKS

5.1. Basic Services. The contractor shall provide services for conducting monarch adult and other butterfly surveys, milkweed and blooming plant surveys, data management, survey design and summary findings and recommendations. Field surveys and data entry will follow the Integrated Monarch Monitoring Program Milkweed and Blooming Plant Survey (IMMP) Activities 1 (Level/Option A) and Activity 3.

The following tasks will be completed:

5.1.1.Project Coordination. The contractor and FWS staff will meet 2-3 times before the field season starts to review the schedule, develop a survey sampling design, and review logistics completing field work at the refuge. The survey sampling design includes meetings to identify specific survey sites, 5.1.2.Habitat Quality Survey. Assess the quality and quantity of monarch habitat in selected locations at San Luis NWR Complex (San Luis NWR, San Joaquin NWR and Merced NWR).

5.1.2.1. IMMP Activity 1—Milkweed and Blooming Plant Survey: develop a survey design to evaluate the quantity and quality of butterfly habitat. Assess milkweed density, plant species composition, and blooming plants using IMMP Option A Frequency, Species Composition, and Diversity. Each site will be surveyed 4 times during the field season.

5.1.2.2. The number of sites surveyed will be dependent on the contractor’s cost per site estimate and available funds. The distribution of Surveys Sites should be 10% San Joaquin NWR, 25%

Merced NWR, and 65% San Luis NWR. IMMP estimates the field time required for a site is 1-4 hours per survey event. This does not include travel to sites.

5.1.2.3. During the plant survey incidental observations of monarchs will also be noted and submitted to iNaturalist or a spreadsheet provided by FWS.

5.1.2.4. Enter data into the Integrated Monarch Monitoring Portal: Login – IMMP Data Portal

5.1.3. Pollinator Survey. Conduct pollinator surveys prioritizing monarchs using the Integrated Monarch

Monitoring Program Adult Monarch Survey method but expand to include all observed butterfly species.

5.1.3.1. IMMP Activity 3: Adult Monarch Survey will be used following the Pollard Walk Survey method. Survey at the same sites the IMMP Activity 1 sites and will be surveyed 8 times during the field season. IMMP estimates the field time required for a site is 30 minutes per survey event. This does not include travel time to sites.

5.1.3.2. In addition to the monarch survey data specified under IMMP, the presence of all butterflies within the sampling box will be recorded. Additional attributes such as butterfly behavior or nectar plant use will only be recorded for monarchs. Other butterflies will be identified to the lowest taxonomic level non-lethally in the field.

5.1.3.3. Number of survey transects will be determined based on the cost-per transect estimate provided by the contractor.

5.1.3.4. Enter data into the Integrated Monarch Monitoring Portal: Login – IMMP Data Portal.

5.1.3.5. Enter additional butterfly observations into iNaturalist or a spreadsheet provided by FWS

5.1.4. Habitat Classification. Classify survey sites into High, Medium, Low quality habitat using criteria provided by FWS

5.1.4.1. Assign survey sites High, Medium and Low habitat quality . Habitat quality will be added to a shapefile of survey transects and vegetation plots as a field.

5.1.5. Data and Results. Provide data and summary of implementation, and summary of results to

FWS. Each site visit to collect habitat quality or pollinator data is considered a survey event.

5.1.5.1. Survey data will be entered into the Integrated Monarch Monitoring Portal: Login – IMMP

Data Portal within one week of each survey event. Presence of other butterflies on each transect will be recorded on a digital datasheet provided by FWS to the lowest taxonomy possible with non-lethal identification methods. If photos of butterflies are records, observations will be submitted to iNaturalist.

5.1.5.2. Following data entry, all of the records should be verified against the paper datasheets to ensure data accuracy and quality. Each datasheet should be verified by someone who did not enter that specific datasheet.

5.1.5.3. Paper datasheets will be scanned and delivered to the Monarch Joint Venture and FWS.

5.1.5.4. Survey data will be delivered in digital formats specified by FWS such as shapefiles for geospatial data and .csv for tabular data within 4 weeks of the final survey event. Metadata will also be provided following DCAT 3.0.

5.1.5.5. Results from the survey including the survey effort, species observed, and habitat quality per site will be summarized and provided to FWS.

5.1.5.6. Results will include evaluation of any differences in pollinator use relative to the classified habitat quality. A summary of the methods used for this evaluation will be provided with documentation sufficient that it could be repeated by a FWS scientist in the future.

6. APPLICABLE PUBLICATIONS (CURRENT EDITIONS)

6.1. The Contractor must abide by all applicable regulations, publications, manuals, and local policies and procedures.

Monarch Joint Venture. March 2025. Integrated Monarch Monitoring Program. Version 3.4.

https://immp.monarchjointventure.org/login/?redirect_to=https%3A%2F%2Fimmp.monarchjointventure.org%2F https://immp.monarchjointventure.org/login/?redirect_to=https%3A%2F%2Fimmp.monarchjointventure.org%2F https://immp.monarchjointventure.org/login/?redirect_to=https%3A%2F%2Fimmp.monarchjointventure.org%2F https://immp.monarchjointventure.org/login/?redirect_to=https%3A%2F%2Fimmp.monarchjointventure.org%2F

6. Points of Contact (POC)

Contracting POC Joni Dutcher, Contracting Officer Department of the Interior Servicing the U.S. Fish and Wildlife Service San Angelo, TX Joni_dutcher@fws.gov 571-447-8387

Technical POC Kaylene Keller, I&M Coordinator USFWS / NWRS Regional Office, Inventory and Monitoring Email: Kaylene_Keller@fws.gov Phone: (916) 212-8038

(End of Section C) mailto:Joni_dutcher@fws.gov mailto:Kaylene_Keller@fws.gov

SECTION D – PACKAGING OR MARKING

N/A

(End of Section D)

SECTION E – INSPECTION AND ACCEPTANCE

(End of Section E)

SECTION F – DELIVERIES OR PERFORMANCE

F.1.0. PERIOD OF PERFORMANCE

Period of Performance October 1, 2026 – September 30, 2028

F.2.0 RECOGNIZED HOLIDAYS

The following legal holidays are observed by this Government agency:

New Year’s Day January 1 Martin Luther King Jr.’s Birthday 3rd Monday in January President’s Day 3rd Monday in February Memorial Day Last Monday in May Juneteenth 3rd week in June Independence Day July 4 Labor Day 1st Monday in September Indigenous Peoples Day 2nd Monday in October Veteran’s Day November 11 Thanksgiving Day 4th Thursday in November Christmas Day December 25

When a holiday falls on a Saturday or Sunday, it is observed on the adjacent Friday or Monday, respectively.

In addition to the holidays listed above, the contractor agrees to the days or closures designated by Federal statute, Executive Order, or Presidential Proclamation.

The following clause is incorporated by reference:

Clause Title Date

FAR 52.242-15 STOP WORK ORDER AUG 1989

(End of Section F)

SECTION G – CONTRACT ADMINISTRATION DATA

The following local clauses are provided in full text:

CONTRACTOR PERFORMANCE ASSESSMENT REPORTING SYSTEM (DECEMBER 2015)

1) FAR 42.1502 directs all Federal agencies to collect past performance information on contracts. The Department of the Interior (DOI) has implemented the Contractor Performance Assessment Reporting System (CPARS) to comply with this regulation. One or more past performance evaluations will be conducted in order to record your contract performance as required by FAR 42.15.

2) The past performance evaluation process is a totally paperless process using CPARS. CPARS is a web-based system that allows for electronic processing of the performance evaluation report. Once the report is processed, it is available in the Past Performance Information Retrieval System (PPIRS) for Government use in evaluating past performance as part of a source selection action.

3) We request that you furnish the Contracting Officer (CO) with the name, position title, phone number, and email address for each person designated to have access to your firm's past performance evaluation(s) for the contract no later than 30 days after award. Each person granted access will have the ability to provide comments in the Contractor portion of the report and state whether or not the Contractor agrees with the evaluation, before returning the report to the Assessing Official (AO). Information in the report must be protected as source selection sensitive information not releasable to the public.

4) When your Contractor Representative(s) are registered in CPARS, they will receive an automatically generated email with detailed login instructions. Further details, systems requirements, and training information for CPARS is available at https://www.cpars.gov/.

5) Within 60 days after the end of a performance period, the AO will complete an interim or final past performance evaluation, and the report will be accessible at https://www.cpars.gov/.

a) Contractor Representatives may then provide comments in response to the evaluation, or return the evaluation without comment.

b) Your comments should focus on objective facts in the AO's narrative and should provide your views on the causes and ramifications of the assessed performance.

c) All information provided should be reviewed for accuracy prior to submission.

d) If you elect not to provide comments, please acknowledge receipt of the evaluation by indicating "No comment" in the space provided, and then selecting “Accept the Ratings and Close the Evaluation”.

e) Your response is due within 60 calendar days after receipt of the CPAR. On day 15, the evaluation will become available in PPIRS-RC marked as “Pending” with or without comments and whether or not it has been closed.

f) If you do not sign and submit the CPAR within 60 days, it will automatically be returned to the Government and will be annotated: "The report was delivered/received by the contractor on (date). The contractor neither signed nor offered comment in response to this assessment."

6) The following guidelines apply concerning your use of the past performance evaluation:

a) Protect the evaluation as source selection information. After review, transmit the evaluation by completing and submitting the form through CPARS. If for some reason you are unable to view and/or submit the form through CPARS, contact the CO for instructions.

b) Strictly control access to the evaluation within your organization. Ensure the evaluation is never released to persons or entities outside of your control.

c) Prohibit the use of or reference to evaluation data for advertising, promotional material, pre-award surveys, responsibility determinations, production readiness reviews, or other similar purposes.

7) If you wish to discuss a past performance evaluation, you should request a meeting in writing to the CO no later than seven days following your receipt of the evaluation. The meeting will be held in person or via telephone or other means during your 60-day review period.

https://www.cpars.gov/

8) A copy of the completed past performance evaluation will be available in CPARS for your viewing and for Government use supporting source selection actions after it has been finalized.

(End of clause)

ELECTRONIC INVOICING AND PAYMENT REQUIREMENTS – INVOICE PROCESSING

PLATFORM (IPP) (FEB 2021)

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: https://www.ipp.gov.

Under this contract, the following documents are required to be submitted as an attachment to the IPP invoice:

1. Invoice billed according to contract line items and rates.

2. If partial payment is billed and the invoice states a lump sum, the invoice shall include an itemized breakdown and narrative progress summary of the work performed during this invoice period.

3. If the final payment is billed, the last invoice shall state “FINAL”.

4. Contractor’s Release of Claims shall be submitted with the final invoice.

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 St. Louis (FRBSTL) within 3 - 5 business days of the contract award date. Contractor assistance with enrollment can be obtained by contacting the IPP Production Helpdesk via email IPPCustomerSupport@fiscal.treasury.gov 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)

(End of Section G)

SECTION H – SPECIAL CONTRACT REQUIREMENTS

(End of Section H)

SECTION I – CONTRACT CLAUSES

The following clauses are incorporated by reference:

Clause Title Date

FAR 52.202-1 DEFINITIONS JUN 2020

FAR 52.203-3 GRATUITIES APR 1984

FAR 52.203-12 LIMITATION ON PAYMENTS TO INFLUENCE CERTAIN

FEDERAL TRANSACTIONS

JUN 2020

FAR 52.204-13 SYSTEM FOR AWARD MANAGEMENT MAINTENANCE OCT 2018

FAR 52.204-18 COMMERCIAL AND GOVERNMENT ENTITY CODE

MAINTENANCE

AUG 2020

FAR 52.204-19 INCORPORATION BY REFERENCE OF REPRESENTATIONS

AND CERTIFICATIONS

DEC 2014

FAR 52.209-2 PROHIBITION ON CONTRACTING WITH INVERTED

DOMESTIC CORPORATIONS - REPRESENTATION

NOV 2015

FAR 52.212-4 CONTRACT TERMS AND CONDITIONS – COMMERCIAL

PRODUCTS AND COMMERCIAL SERVICES

NOV 2023

FAR 52.232-11 EXTRAS APR 1984

FAR 52.237-2 PROTECTION OF GOVERNMENT BUILDINGS, EQUIPMENT,

AND VEGETATION

APR 1984

FAR 52.242-13 BANKRUPTCY JUL 1995

FAR 52.253-1 COMPUTER-GENERATED FORMS JAN 1991

The following clauses are provided in full text:

FAR 52.204-21 BASIC SAFEGUARDING OF COVERED CONTRACTOR INFORMATION SYSTEMS

(NOV 2021)

(a) Definitions. As used in this clause— Covered contractor information system means an information system that is owned or operated by a contractor that processes, stores, or transmits Federal contract information.

Federal contract information means information, not intended for public release, that is provided by or generated for the Government under a contract to develop or deliver a product or service to the Government, but not including information provided by the Government to the public (such as on public websites) or simple transactional information, such as necessary to process payments.

Information means any communication or representation of knowledge such as facts, data, or opinions, in any medium or form, including textual, numerical, graphic, cartographic, narrative, or audiovisual (Committee on National Security Systems Instruction (CNSSI) 4009).

Information system means a discrete set of information resources organized for the collection, processing, maintenance, use, sharing, dissemination, or disposition of information ( 44 U.S.C. 3502).

Safeguarding means measures or controls that are prescribed to protect information systems.

(b) Safeguarding requirements and procedures.

(1) The Contractor shall apply the following basic safeguarding requirements and procedures to protect covered contractor information systems. Requirements and procedures for basic safeguarding of covered contractor information systems shall include, at a minimum, the following security controls:

(i) Limit information system access to authorized users, processes acting on behalf of authorized users, or devices (including other information systems).

(ii) Limit information system access to the types of transactions and functions that authorized users are permitted to execute.

(iii) Verify and control/limit connections to and use of external information systems.

(iv) Control information posted or processed on publicly accessible information systems.

(v) Identify information system users, processes acting on behalf of users, or devices.

http://uscode.house.gov/browse.xhtml;jsessionid=114A3287C7B3359E597506A31FC855B3

(vi) Authenticate (or verify) the identities of those users, processes, or devices, as a prerequisite to allowing access to organizational information systems.

(vii) Sanitize or destroy information system media containing Federal Contract Information before disposal or release for reuse.

(viii) Limit physical access to organizational information systems, equipment, and the respective operating environments to authorized individuals.

(ix) Escort visitors and monitor visitor activity; maintain audit logs of physical access; and control and manage physical access devices.

(x) Monitor, control, and protect organizational communications (i.e., information transmitted or received by organizational information systems) at the external boundaries and key internal boundaries of the information systems.

(xi) Implement subnetworks for publicly accessible system components that are physically or logically separated from internal networks.

(xii) Identify, report, and correct information and information system flaws in a timely manner.

(xiii) Provide protection from malicious code at appropriate locations within organizational information systems.

(xiv) Update malicious code protection mechanisms when new releases are available.

(xv) Perform periodic scans of the information system and real-time scans of files from external sources as files are downloaded, opened, or executed.

(2) Other requirements. This clause does not relieve the Contractor of any other specific safeguarding requirements specified by Federal agencies and departments relating to covered contractor information systems generally or other Federal safeguarding requirements for controlled unclassified information (CUI) as established by Executive Order 13556.

(c) Subcontracts. The Contractor shall include the substance of this clause, including this paragraph (c), in subcontracts under this contract (including subcontracts for the acquisition of commercial products or commercial services, other than commercially available off-the-shelf items), in which the subcontractor may have Federal contract…

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