Sol_140M0124R0003.pdf

140M0124R0003

SOLICITATION, OFFER AND AWARD

4. TYPE OF SOLICITATION2. CONTRACT NUMBER 3. SOLICITATION NUMBER

7. ISSUED BY CODE 8. ADDRESS OFFER TO (If other than Item 7)

System (DPAS) - Code of Federal Regulations - at 15 CFR 700.

6. REQUISITION/PURCHASE NUMBER

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

NEGOTIATED (RFP) REQUEST FOR

SEALED BID (IFB) INVITATION FOR BID

5. DATE ISSUED

1. This Contract is a Rated Order under the Defense Priorities and Allocations RATING PAGE OF PAGES

1 59

C. E-MAIL ADDRESS

EXT.NUMBERAREA CODE

B. TELEPHONE (NO COLLECT CALLS)A. NAME

10. FOR

INFORMATION

CALL:

CAUTION: LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

(Date)(Hour) local timeuntildepository located in copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if hand carried, in the

SOLICITATION

9. Sealed offers in original and

PART IV - REPRESENTATIONS AND INSTRUCTIONS

OTHER STATEMENTS OF OFFERORS

EVALUATION FACTORS FOR AWARD

INSTRUCTIONS, CONDITIONS, AND NOTICES TO OFFERORS

REPRESENTATIONS, CERTIFICATIONS AND

LIST OF ATTACHMENTS

CONTRACT CLAUSES

PART III - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

I

J

K

L

M SPECIAL CONTRACT REQUIREMENTS

CONTRACT ADMINISTRATION DATA

DELIVERIES OR PERFORMANCE

INSPECTION AND ACCEPTANCE

PACKAGING AND MARKING

DESCRIPTION/SPECIFICATIONS/WORK STATEMENT

SUPPLIES OR SERVICES AND PRICES/COSTS

SOLICITATION/CONTRACT FORM

PART II - CONTRACT CLAUSESPART I - THE SCHEDULE

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G

F

E

D

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B

A

SEC. DESCRIPTION PAGE(S) (X) DESCRIPTION SEC. (X)

11. TABLE OF CONTENTS

18. OFFER DATE17. SIGNATURE

SUCH ADDRESS IN SCHEDULE.

IS DIFFERENT FROM ABOVE - ENTER

15C. CHECK IF REMITTANCE ADDRESS

EXTENSIONNUMBERAREA CODE

15B. TELEPHONE NUMBER

(Type or print)AND

ADDRESS

OF

OFFEROR

CODE FACILITY

16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER15A. NAME

DATEAMENDMENT NO.DATEAMENDMENT NO.

and related documents numbered and dated):

amendments to the SOLICITATION for offerors

(The offeror acknowledges receipt of

14. ACKNOWLEDGEMENT OF AMENDMENTS

CALENDAR DAYS (%)30 CALENDAR DAYS (%)20 CALENDAR DAYS (%)10 CALENDAR DAYS (%)

(See Section I, Clause No. 52.232.8)

13. DISCOUNT FOR PROMPT PAYMENT

designated point(s), within the time specified in the schedule.

by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

OFFER (Must be fully completed by offeror)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

28. AWARD DATE

(Signature of Contracting Officer)

27. UNITED STATES OF AMERICA

25. PAYMENT WILL BE MADE BY

26. NAME OF CONTRACTING OFFICER (Type or print)

CODE 24. ADMINISTERED BY (If other than Item 7)

ITEM

(4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN

41 U.S.C. 3304 (a) ( 10 U.S.C. 3204 (a) (

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION UNDER THE

21. ACCOUNTING AND APPROPRIATION20. AMOUNT19. ACCEPTED AS TO ITEMS NUMBERED

AWARD (To be completed by government)

CODE

004065994206/13/2024 X

M10

BOEM-HQ

45600 Woodland Road, VAE-AMD Sterling VA 20166-9216

1700 ED 07/15/2024

Tae-won Eum 703 tae-won.eum@bsee.gov

787-1219

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X

X

X

X

X

X

X

X

X

X

X

X

PAGE(S)

Tae-won Eum

AUTHORIZED FOR LOCAL REPRODUCTION

Previous edition is unusable

STANDARD FORM 33 (REV. 12/2022)

Prescribed by GSA - FAR (48 CFR) 53.214(c)

12. In compliance with the above, the undersigned agrees, if this offer is accepted within _____0_________ calendar days (60 calendar days unless a different period is inserted

PROPOSAL

UNITED STATES CODE AT:

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

2 59

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

140M0124R0003

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

Delivery: 09/30/2026

Delivery Location Code: 0008764263

BOEM Environment Sciences Division

45600 Woodland Road, VAM-OEP

Sterling VA 20166-9216 US

00010 Understanding Impacts of Offshore Carbon

Sequestration on the Marine Environment:

Informing Operational Management Needs Through

Focused Literarure Review and Synthesis

Product/Service Code: B517

Product/Service Description: SPECIAL

STUDIES/ANALYSIS- GEOLOGICAL

Period of Performance: 09/04/2024 to 09/30/2026

OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

NSN 7540-01-152-8067

140M0124R0003 Page 3 of 59

SECTION B

SUPPLIES OR SERVICES AND PRICES/COSTS

B.1 GENERAL

The United States Department of the Interior, Bureau of Safety and Environmental Enforcement (BSEE) on behalf of the Bureau of Ocean Energy Management (BOEM), is issuing this solicitation in accordance with the Federal Acquisition Regulation (FAR) Part 15, Contracting by Negotiation, for the project titled “Understanding Impacts of Offshore Carbon Sequestration on the Marine Environment: Informing Operational Management Needs Through Focused Literature Review and Synthesis.”

B.2 CONTRACT TYPE

The Government anticipates a Firm-Fixed-Price Contract.

B.3 CONTRACT LINE ITEM NUMBER

The specific details and description of the Contract Line Item Number (CLIN) are described below (Offeror shall fill in * and provide information as part of their proposal):

CLIN DESCRIPTION TOTAL PRICE

00010 Scientific and Technical support services for the effort $ TBD * as described in Section C, Statement of Work

CLIN 00010 is a Firm-Fixed-Price (FFP) line item with a period of performance from the date of award through September 30, 2024 thereafter that includes all costs required for performance, including but not limited to all personnel, facilities, equipment, materials, supplies, and services.

B.4 PARTIAL DELIVERY PAYMENT SCHEDULE

Payment will be made to the Contractor based upon delivery and acceptance of tasks performed as proposed and agreed to by the Government, in accordance with FAR Clause 52.232-1. The payment arrangement based upon partial deliverables whereby payments are made for distinct portions of the work completed by the Contractor and accepted by the Government is detailed below:

Payment No. Deliverable(s) / Milestone (s) Payment Amount

1 * $TBD*

2 * $TBD*

3 * $TBD*

4 * $TBD*

TOTAL FIRM FIXED PRICE $TBD*

[* = Offeror shall complete these items and include it in its price proposal. Final delivery payment amount and schedule to be determined by BSEE. Additional Payment Numbers can be added.

140M0124R0003 Page 4 of 59

SECTION C

DESCRIPTION/SPECIFICATIONS/STATEMENT OF WORK

C.1. INTRODUCTION

In 2021, the INVEST in America Act (i.e., Bipartisan Infrastructure Law [BIL]) amended the Outer Continental Shelf Lands Act’s (OCSLA’s) leasing provisions to authorize the Department of Interior (DOI) to grant leases, easements, and rights-of-way on the Outer Continental Shelf (OCS) for the purpose of carbon sequestration (See 43 U.S.C. § 1337(p)(1)), granting the Bureau of Ocean Energy Management (BOEM) management authority over carbon sequestration (CS) in geologic sub-seabed formations on the OCS. BOEM is currently developing a rulemaking to allow for the implementation of a nationwide CS Program on the OCS.

The new OCS CS Program will cover all aspects of a full program from pre-leasing activities through site closure including pre-lease geological and geophysical exploration, resource evaluation, leasing, planning, site characterization, drilling, installation, injection operations, risk management, financial assurance, monitoring, decommissioning, long-term liability, and site closure. BOEM needs environmental information to inform its rulemaking; national and regional policy; and program development and implementation. This includes information to satisfy BOEM’s legal obligations under, for example, the National Environmental Policy Act (NEPA), Coastal Zone Management Act, Magnuson-Stevens Fishery Conservation and Management Act, Endangered Species Act, Marine Mammal Protection Act, National Marine Sanctuaries Act, and the National Historic Preservation Act.

To address environmental requirements of implementing an OCS CS Program, BOEM must be prepared to accurately assess potential changes to a carbon dioxide (CO2) plume/pressure front and environmental impacts (negative, beneficial, or otherwise) resulting from the build-out of one, several, and multiple OCS CS projects. BOEM is requesting this analysis for three of the four BOEM OCS Regions: the Gulf of Mexico OCS Region (GOM), the Atlantic OCS Region (ATL), and the Pacific OCS Region (PAC). BOEM needs information on the potential impact producing factors from OCS CS activities; the potential impacts to the human, marine, and coastal environment; the monitoring that will be required during each phase of a CS project; and the most effective monitoring methods and protocols for the CO2 plume and pressure front and each potentially impacted environmental resource in each OCS Region (GOM, ATL, PAC) during each project phase.

C.2. STUDY OBJECTIVES

The goals of this study are to (1) obtain and synthesize information regarding potential direct and indirect impacts, and impacts accrued over the CS project lifecycle, specific to each OCS Region (GOM, ATL, PAC), to the human, marine, and coastal environment from CS activities; (2) use this information to provide recommendations for national and region-specific environmental lease stipulations, mitigation measures, conditions of approval for plans and permits, and risk management and monitoring strategies that can be incorporated into environmental reviews and program implementation processes; (3) obtain and synthesize information regarding the most effective monitoring methods and protocols for each potentially impacted environmental resource (specific to each of the three OCS regions), the CO2 plume and pressure front, and induced

140M0124R0003 Page 5 of 59 seismicity during each project phase; and (4) provide an annotated bibliography detailing results from the literature search.

This study will build upon knowledge gained during the prior BOEM-funded study (Smyth and Hovorka 2018), which details recommendations for best management practices (BMPs) for CS in OCS sub-seabed geologic formations. The BMPs report focuses on operational considerations like site characterization and selection and CO2 transportation, but does not provide information on potential environmental impacts including direct, indirect, and cumulative effects that are needed to inform the OCS-wide NEPA and other environmental analyses required at every agency decision point throughout program implementation from rule promulgation to pre-lease resource analysis, lease planning, leasing, plan approvals, and permit approvals. This environmental information is also needed to inform potential lease stipulations, mitigation measures, conditions of approval for plans and permits, risk management and monitoring strategies, national programmatic policy, and region-specific program/operational guidance. Furthermore, the BMPs report provides an initial analysis of the monitoring needed for the subsurface CO2 plume; however, with a nearly 10-year gap since the original research was conducted, the analysis on monitoring needs to be updated based on recent scientific analyses and project work. In addition, the BMPs report does not address monitoring of the pressure front, monitoring of environmental resources, and monitoring for induced seismicity, which will all be researched and addressed in this study.

The objectives of this study are to conduct a literature review and synthesis from a variety of vetted sources with relevant, up-to-date, and state-of-the-science information for three BOEM OCS regions (GOM, ATL, PAC) to: identify the potential human, marine, and coastal resources that may be impacted from CS activities in each region; identify the potential impact producing factors from CS activities for each region; describe the potential environmental impacts to the human, marine, and coastal resources including direct and indirect impacts, and impacts accrued over the CS project lifecycle specific to each region; identify and describe the monitoring that will be required for each environmental resource during each phase of a CS project; and identify and describe the most effective monitoring methods and protocols for the CO2 plume and pressure front, induced seismicity, and each potentially impacted environmental resource for each region and project phase.

The study will use the above information to provide recommendations for national and region-specific environmental lease stipulations, mitigation measures, and conditions of approval for plans and permits to minimize potential impacts to each environmental resource, as appropriate.

It will also use the information on best monitoring practices to provide recommendations for appropriate national and region-specific risk management and monitoring strategies for the CO2 plume and pressure front, induced seismicity, and each environmental resource for each OCS Region (GOM, ATL, PAC) during each stage of a CS project.

The study results will be provided for three OCS regions (GOM, ATL, PAC) and will identify knowledge gaps that will provide clear need and direction for future desk-top, field, and laboratory-based studies.

C.3. SCOPE OF WORK

C.3.1. Task 1: Project and Data Management

140M0124R0003 Page 6 of 59

The Contractor shall prepare a draft Project Management Plan (PMP), meeting agenda, and presentation slides for submittal one (1) week prior to the Post-Award Meeting. The Contractor will coordinate, prepare, and conduct the Post-Award Meeting within thirty (30) calendar days after contract award to kick off the project and discuss the draft PMP. The Contractor shall submit a Post-Award Meeting summary and the final PMP within two (2) weeks after the Post- Award Meeting. The Contractor shall adhere to the final PMP as reviewed by the government following the Post-Award Meeting.

In the draft PMP, the Contractor shall clearly and concisely describe roles, project responsibilities, any proposed subcontracting arrangements, communication and coordination, record keeping, and scheduling of all tasks, subtasks, meetings, and deliverables. The Contractor shall discuss its procedures for managing the project, criteria for assuring quality and acceptability of the deliverables, and details regarding the schedule and coordination of this project. The Contractor shall also discuss plans for ensuring successful completion of individual tasks on time, on budget, and of the highest quality.

The Contractor’s Project Manager (PM) shall have sufficient authority to serve as the point of contact with BOEM and to provide leadership to the project team. The PM shall coordinate the execution of all tasks in the project and will be responsible for all deliverables, budget control, quality assurance for all products, compliance and adherence with the project schedule, and ensure that all personnel work cooperatively to achieve the goals of the contract. This project requires frequent and numerous interactions with BOEM to ensure that these research efforts will best meet BOEM’s needs.

The Contractor shall prepare a Data Management Plan (DMP) to be included in the draft PMP that shall include Quality Assurance/Quality Control (QA/QC) procedures and the following:

a. BOEM Environmental Studies Program Requirements. All products generated by this contract shall be submitted in accordance with Section F. BOEM specifications can be found at https://www.boem.gov/environment/environmental-studies/report-specifications/esp-report-and-footprint-specifications

b. Access of Digital Reports by Individuals with Disabilities. Section 508 of the Rehabilitation Act of 1973 (found at 29 U.S.C. 794d) requires access to and use of information by individuals with disabilities. Deliverables such as digital reports (e.g., PDF files) to be placed on the web (either on the agency’s web server or the company’s), video footage, or other digital data such as CD-ROMs to be distributed, are subject to Section 508 guidelines. Simplified, this means that digital files need to be formatted so that they are “readable” by assistive technology devices such as screen readers.

c. Data Control and Utilization. Should the Contractor develop geospatial and tabular data as part of this contract, a DMP shall be developed that ensures all data are processed, stored, and can be made available as needed. The Contractor will submit both Decimal Degrees NAD27 and NAD83 geo-referenced spatial and tabular data and supporting descriptive information. The Contractor shall consider and include metadata for all data types and formats. For example, https://www.boem.gov/environment/environmental-studies/report-specifications/esp-report-and-footprint-specifications https://www.boem.gov/environment/environmental-studies/report-specifications/esp-report-and-footprint-specifications

140M0124R0003 Page 7 of 59 non-geographic metadata could include field and data analysis manuals. For geographic data, the Contractor shall conform to the Content Standards for Digital Geospatial Metadata (FGDC-STD-001-1998) as published on May 1, 2000, by the Federal Geographic Data Committee (FGDC) or to any format that supersedes it as determined by the FGDC, https://www.fgdc.gov/metadata/csdgm/. Profiles and extensions to the standard that have been endorsed by the FGDC shall be used if they are applicable to the data or data products.

The metadata records shall contain any and all elements, including those that are considered optional, wherever applicable to the data or data product. The metadata record shall contain sufficient detail to ensure the data or data product can be fully understood for future use and for posterity. The metadata records shall be delivered free of errors in both content and format as determined by the metadata parser (mp) program developed by the United States Geological Survey or an equivalent. The metadata and records will be subject to review and approval prior to the final acceptance by the Government.

d. Scientific Integrity. Scientific integrity is vital to Department of the Interior (DOI) activities under which scientific research, data, summaries, syntheses, interpretations, presentations, and/or publications are developed and used. Failure to uphold the highest degree of scientific integrity will result not only in potentially flawed scientific results, interpretations, and applications but will damage DOI’s reputation and ability to uphold the public’s trust. All work performed must comply with the DOI Scientific Integrity Policy posted to http://www.doi.gov, or its equivalent as provided by their organization or State law.

C.3.2. Task 2: Literature Review, Synthesis, and Analysis

The Contractor shall perform an extensive, global literature review and synthesis from a variety of vetted sources with relevant, up-to-date, and state-of-the-science information for three BOEM OCS regions (GOM, ATL, PAC) to identify the potential human, marine, and coastal resources that may be impacted in each region; identify the potential impact producing factors from CS activities for each environmental resource in each region; describe the potential short- and long-term environmental impacts from CS activities to the human, marine, and coastal resources including direct and indirect impacts, and impacts accrued over the project lifecycle specific to each region; identify and describe the monitoring that will be required for each environmental resource during each phase of a CS project appropriate for each region; and identify and describe the most effective monitoring methods and protocols for the CO2 plume and pressure front, induced seismicity, and each potentially impacted environmental resource in each OCS Region (GOM, ATL, PAC) during each project phase. Examples of human, marine, and coastal resources include but are not limited to: air quality; water quality; coastal habitats; benthic communities and habitats; fishes and invertebrates; birds; marine mammals; sea turtles; other protected species;

cultural, historical, and archaeological resources; and humans (commercial fisheries, recreational fisheries, and environmental justice populations).

The Contractor shall also analyze the collected and synthesized information to provide recommendations to BOEM to support its development of national and region-specific environmental lease stipulations, mitigation measures, and conditions of approval for plans and permits to minimize potential impacts to each environmental resource, as appropriate. The study will use the information to provide recommendations for appropriate national and region-specific risk management and monitoring strategies for the CO2 plume and pressure front, https://www.fgdc.gov/metadata/csdgm/

140M0124R0003 Page 8 of 59 induced seismicity, and each environmental resource for each OCS Region (GOM, ATL, PAC) during each stage of a CS project. The Contractor shall identify any knowledge gaps and additional information needs pertinent to these recommendations and offer a suggested approach to filling such needs, as appropriate.

The contractor shall provide the synthesis, analyses, recommendations, and data for the three OCS regions. The Contractor shall prepare and provide a table of contents of the draft Report at a point in the project agreed to by BOEM and documented in the PMP to discuss the results of the literature review and refine the scope of the subsequent analysis of research findings. This deliverable is intended to evaluate the organization and flow of the document, context, type of content, and the level of detail. In addition, draft figures and tables shall be submitted for review by BOEM according to a BOEM-approved schedule documented in the PMP.

Information sources consulted should include, but not necessarily be limited to: technical reports from government agencies or scientific research groups, working papers from research groups or committees, white papers, pre-prints, published peer-reviewed literature, gray literature, conference proceedings, existing laws, regulations, guidance, best management practices, etc. Sub-seabed CS has already taken place in Norway, Australia, and Brazil and is under consideration in U.S. State waters. The Federal government (e.g., Department of Energy), industry, and academia are currently performing new, relevant research on the topic that may be consulted. Relevant information from current onshore projects that may translate to the offshore may also be included. As practicable, the BOEM Contracting Officer’s Representative (COR) may provide the Contractor with relevant references to studies and other information for potential incorporation into this analysis.

Below are research questions of interest to BOEM that this study shall address. These research questions may be refined or expanded post-award:

1. What information and data are currently available about the potential impact producing factors associated with offshore CS activities in each OCS Region (GOM, ATL, PAC)?

2. What information and data are currently available about the potential environmental impacts from offshore CS activities to the human, marine, and coastal environments in each OCS Region (GOM, ATL, PAC)?

3. What information and data are currently available about the potential scale and environmental impacts of leakage from sub-seabed CO2 sequestration reservoirs, wells, pipelines, etc. to the marine, coastal, and human environments including CO2 emissions to the atmosphere?

4. What are the known impacts of induced seismicity from sub-seabed CO2 sequestration activities to benthic biota and other components of the marine environment?

5. What are the most effective monitoring methods and protocols for each potentially impacted environmental resource for each phase of a CS project (pre-injection, during injection, and post-injection) for each OCS Region (GOM, ATL, PAC)?

6. What are region-specific recommendations for mitigation measures to minimize potential impacts to each environmental resource from each phase of CS activities?

7. What are the most effective monitoring methods and protocols for the CO2 plume and pressure front and induced seismicity?

8. What are the gaps in understanding that may affect the efficacy of monitoring protocols and methods for the environmental resources of the OCS, induced seismicity, and the CO2 plume and pressure front?

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C.3.3. Task 3: Annotated References Databases (Draft Final and Final)

The Contractor shall be responsible for preparation and submission of the Draft Final and Final Annotated References Databases. The Contractor shall also provide the annotated bibliography detailing results from the literature search in an electronic format in EndNote and Excel.

Annotated reference information shall include, but not necessarily be limited to: Reference Type, Author(s), Primary Title, Journal Name, Cover Date, Publisher, International Standard Serial Number (ISSN), Subject, Start Page, End Page, Volume, Issue, Uniform Resource Locator (URL), Digital Object Identifier, Abstract, and Keywords. A list of standardized keywords shall be developed for this purpose in consultation with BOEM. The Contractor shall also provide a copy of all references in Adobe portable document format (PDF).

C.3.4. Task 4: Report and Technical Summary (Preliminary Draft, Draft Final, and Final)

The Contractor shall be responsible for preparation and submission of the Preliminary Draft Report, Draft Final Report, and Final Report; Preliminary Draft Technical Summary, Draft Final Technical Summary, and Final Technical Summary produced by the Contractor’s Principal Investigators and staff, according to Section F.4. The reports shall be prepared after completion of all analyses.

The Contractor shall include the following disclaimer language in Preliminary Draft, Draft Final, and Final Reports: “This report has been technically reviewed by BOEM, and it has been approved for publication. The views and conclusions contained in this document are those of the authors and should not be interpreted as representing the opinions or policies of the U.S.

Government, nor does mention of trade names or commercial products constitute endorsement or recommendation for use.”

All publications and oral presentations based on this study must contain an acknowledgement of support from BOEM under this contract that reads: “Study concept, oversight, and funding were provided by the U.S. Department of the Interior, Bureau of Ocean Energy Management, Environmental Studies Program, Washington, D.C. under Contract Number TBD.”

C.3.5. Task 5: Project Webinar

After the final report is submitted and accepted, and as specified under Section F.6, the Contractor shall present a webinar on the project findings, recommendations, and details of tasks accomplished to BOEM staff and invited participants. The Project Manager and appropriate technical leads shall participate in the presentation. The draft slide presentation for this webinar shall be submitted two (2) weeks prior to the webinar date for BOEM review. The final slide presentation for the webinar will be provided to BOEM within three (3) business days after the webinar is conducted.

C.3.6. Task 6: Outreach Materials

The Contractor shall prepare and provide outreach materials that will be used by BOEM on the BOEM website, for stakeholder engagement outreach, and other event presentations about the study and its outcomes. Outreach materials shall include, but not be limited to, presentation

140M0124R0003 Page 10 of 59 slides with graphics, key messaging talking points, and factsheet(s).

The Contractor shall prepare and provide collections of 10 to 20 slides with graphics and slide captions or equivalent computer slide show. The slides, with captions, shall portray activities conducted during the course of contract performance, study design, objectives, methods, and study results, interpretations, and recommendations. The Contractor shall work with BOEM to develop key messaging talking points and at least one (1) factsheet. Draft outreach materials shall be submitted for review according to a schedule as agreed to and documented in the PMP.

C.3.7. Task 7: Journal Publications and Oral Presentations

The Contractor shall submit at least one (1) Draft Journal Article intended for submission to a peer-reviewed journal prior to the completion of this study, as such publications are encouraged.

The Contractor shall present the study findings at least once at a scientific conference agreed to by the BOEM COR. Any journal articles or oral presentations produced as a deliverable must be reviewed by BOEM prior to submittal to the journal or conference in accordance with the schedule documented in Section F.6. Any publications during and after the conclusion of this study shall contain an acknowledgement of the BOEM funding that reads as follows: “Study funding was provided by the U.S. Department of the Interior, Bureau of Ocean Energy Management, Environmental Studies Program, Washington, DC under Contract Number TBD.”

An acknowledgment page with the above statement shall be incorporated into any PowerPoint slides for oral presentations. During the period of performance, BOEM requires notification and courtesy copies of any publications directly related to this study. After completion of the contract’s period of performance, BOEM requests, as a courtesy, continued notification, and a copy of the published article to the BOEM COR. BOEM’s Environmental Studies Program attempts to provide links to such publications on its study results web pages.

C.4. REFERENCES

Smyth RC, Hovorka SD. 2018. Best management practices for offshore transportation and sub-seabed geologic storage of carbon dioxide. Sterling (VA): US Department of the Interior, Bureau of Ocean Energy Management. 259 p. OCS Study BOEM 2018-004.

https://marinecadastre.gov/espis/#!/search/study/27007 https://marinecadastre.gov/espis/#!/search/study/27007

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SECTION D

PACKAGING AND MARKING

D.1 All deliverables submitted under the contract shall be prepared and packaged in a cost-effective manner equivalent to standard commercial quality. Elaborate artwork, expensive paper and bindings are neither necessary nor desired.

D.2 Unless otherwise directed by the Contracting Officer (CO), if not hand delivered or electronically delivered by the Contractor, all reports shall be delivered by First Class mail or regulated package carrier. The cost of delivery by more expensive means will be denied unless approval is obtained in advance from the CO.

D.3 All paper deliverables shall meet at least the minimum requirements for post-consumer recycled content, set forth in the Environmental Protection Agency’s (EPA’s) Comprehensive Procurement Guidelines (https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg- program).

https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg-program https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg-program https://www.epa.gov/smm/comprehensive-procurement-guideline-cpg-program

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SECTION E

INSPECTION AND ACCEPTANCE

E.1 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

This contract incorporates one or more Federal Acquisition Regulations (FAR) clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer (CO) will make their full text available. In addition, the full text of a clause may be accessed electronically at this address: FAR Clauses: http://www.acquisition.gov/

CLAUSE TITLE

52.246-4 Inspection of Services—Fixed-Price (Aug 1996)

E.2 INSPECTION AND ACCEPTANCE

Inspection of the supplies/services provided hereunder shall be made by the BOEM Contracting Officer’s Representative (COR) or any Inspectors designated by the CO. The place of inspection of reports required under this contract shall be at the addresses for deliverables set forth in Section F of this contract. Final acceptance of supplies/services shall be made by the COR designated in Section F.7.

E.2.1 General Acceptance Criteria

General quality measures, as set forth below, will be applied to each work product received from the Contractor under this contract.

• Accuracy - Work Products shall be accurate in presentation, technical content, and adherence to accepted elements of style.

• Clarity - Work Products shall be clear and concise. Any/All diagrams shall be easy to understand and be relevant to the supporting narrative.

• Consistency to Requirements - All work products must satisfy the requirements of this contract.

• File Editing - All text and diagrammatic files shall be editable by the Government.

• Format - Work Products shall be submitted in hard copy (where applicable) and in media mutually agreed upon prior to submission. Hard copy formats shall follow any specified Directives or Manuals.

• Timeliness - Work Products shall be submitted on or before the due date specified in this contract or submitted in accordance with a later scheduled date determined by the Government.

E.3 QUALITY ASSURANCE

The COR, or designated inspector, will review for completeness the preliminary or draft documentation that the Contractor submits, and may return it to the contractor for correction.

Absence of any comments by the COR will not relieve the Contractor of the responsibility for complying with the requirements of this contract. Final approval and acceptance of http://www.acquisition.gov/

140M0124R0003 Page 13 of 59 documentation required herein shall be by letter of approval and acceptance by the COR. The contractor shall not construe any letter of acknowledgement of receipt of material as a waiver of review, or as an acknowledgement that the material is in conformance with this contract. Any approval given during preparation of the documentation, or approval for shipment, shall not guarantee the final acceptance of the completed documentation.

E.4 DELIVERABLE ACCEPTANCE TIME PERIOD

The Government will have 30-45 days to review and comment on draft task deliverable items and 45 days to review and comment (iterative process) on the Draft Final Report; refer to Section F for a detailed schedule of review periods for each deliverable. The Contractor is required to be objective and provide independent analysis for this project. If the Government disapproves a deliverable, the COR will submit remedial directions to the Contractor within the review period, and the Contractor will have a maximum of 15 days from the receipt of such directions to adopt remedies and submit a final deliverable to the Government.

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SECTION F

DELIVERIES OR PERFORMANCE

F.1. TERM OF THE CONTRACT

The period of performance (POP) of the resultant contract is from date of award through September 30, 2024 thereafter. The anticipated award date is September 4, 2024. The POP shall encompass all tasks from initial planning through BOEM’s final acceptance of all deliverables.

The Contractor shall deliver all required deliverables in accordance with Sections C, E, and F.

F.2 FAR 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

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

https://www.acquisition.gov.

CLAUSE TITLE

52.242-15 Stop-Work Order (Aug 1989) 52.247-34 F.o.b. Destination (Nov 1991)

F.3 PLACE OF PERFORMANCE

All work under this contract shall be performed at the Contractor’s facilities. Teleconferences and in-person meetings will be coordinated between the Contractor and the Contracting Officer’s Representative as necessary.

F.4 MEETINGS, REPORTS AND OTHER DELIVERABLES

The Contractor is responsible for editing and proofreading all material in order to prepare products as error free as possible prior to their delivery to the BOEM. All reports shall be written as non-proprietary, releasable by BOEM to the public either through posting on the BOEM webpage or by other means unless stipulated elsewhere in the contract.

The following deliverables shall be submitted and meetings held in accordance with the schedules specified in Section F.6 to the addresses specified in Section F.7.

F.4.1 Post-Award Meeting Agenda and Project Management Plan (Draft) (Deliverable 1)

The Contractor shall coordinate, prepare, and attend a Post-Award Meeting as soon as possible after contract award but no later than thirty (30) calendar days, after award. The Contractor shall provide a meeting agenda, presentation slides, and draft Project Management Plan (PMP) to the Contracting Officer (CO) and Contracting Officer’s Representative (COR) at least one (1) week prior to the post-award meeting. The Contractor shall present the draft PMP, including the purpose of the project, the scope, roles and responsibilities of the project team, the deliverables, the risks, the assumptions, the planned effort, and a scheduled time frame for completion. No changes to the terms or conditions, deliverables, or schedule of the contract are authorized unless

140M0124R0003 Page 15 of 59 approved by the CO via a modification to the contract.

F.4.2 Post-Award Meeting Summary and Project Management Plan (Final) (Deliverable 2)

The Contractor shall prepare and submit a meeting summary detailing the discussions of technical and managerial issues and any mutually agreed-to decisions, along with the final PMP, within two (2) weeks following the Post-Award Meeting. The Contractor shall adhere to the final PMP as approved by BOEM following the Post-Award Meeting.

F.4.3 Monthly Status Meetings and Summaries (Deliverable 3)

The Contractor shall coordinate, plan, and lead Monthly Status Meetings via teleconference or webinar, on a specified day each month agreed upon by the Contractor and the COR during the Post-Award Meeting. During the Monthly Status Meetings, the Contractor and the COR will discuss the status of the project, any issues that have arisen regarding the specific tasks or other requirements in this SOW, quality control, changes in personnel, invoices, deliverables, or schedule for deliverables. These meetings shall allow for efficient communication of any relevant issues and shall ensure that the project is proceeding according to BOEM’s requirement.

The Contractor shall be responsible for documenting the call discussion via written meeting summaries, including all BOEM decisions and action items for the project team. The meeting summaries shall not be a verbatim of the call, but instead capture high-level discussions via bullets. Written meeting summaries shall be submitted within three (3) business days of each meeting.

BOEM reserves the right to request additional meetings beyond the regularly scheduled Monthly Status Meetings, as-needed, to review and discuss progress during critical milestone periods (e.g., comment resolution on the Draft Report), conduct possible live document editing, or to discuss other major problems or concerns and potential solutions to be addressed in a timely manner. For planning purposes, the contractor should assume up to ten (10) of these additional, situation-based, non-recurring meetings as part of the contract.

F.4.4 Quarterly Progress Reports (Deliverable 4)

The Contractor shall prepare and submit quarterly progress reports via email no later than the deadline specified under Section F.6 (every three (3) months after contract award). These reports shall be in sufficient detail to describe all work accomplished and results achieved during the quarter and shall include a brief discussion of the planned actions for the succeeding quarter.

These reports shall note any significant problems (i.e., unanticipated project completion impediments, recommended remedies and effect on projected completion date and final product) that were encountered and their resolution (if any) as well as recommendations for improving the project or its deliverables.

Each quarterly progress report shall include the following:

F.4.4.1 A summary, by task, of all work performed during the quarter and overall progress made against the schedule and budget;

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F.4.4.2 A summary of any significant technical, staffing, schedule, or other issues encountered during the quarter, including an assessment of their probable effects on meeting contract terms and conditions;

F.4.4.3 A summary of any resolutions agreed to between contractor and BOEM regarding the issues or problems identified;

F.4.4.4 A list of all significant meetings held or other contacts made in connection with the project during the quarter, including a brief summary of the participants and subject, date, location, and outcome of each such contact or meeting; and

F.4.4.5 An updated project schedule, if applicable.

F.4.5 Draft Report Table of Contents and Figures and Tables (Deliverables 5 and 6)

The Contractor shall prepare and provide a Draft Table of Contents of the Preliminary Draft Report to discuss the results of the literature review and refine the scope of the subsequent analysis of research findings. The Draft Table of Contents shall be submitted no later than one (1) year from the Period of Performance start date. BOEM will review and provide any feedback on the Draft Table of Contents within two (2) weeks. Following receipt of BOEM’s comments, the Contractor shall prepare and submit a Revised Table of Contents addressing all BOEM comments and recommendations within two (2) weeks.

This deliverable is intended to evaluate the organization and flow of the document, context, type of content, and the level of detail.

In addition, Draft Figures and Tables shall be submitted for review by BOEM no later than one (1) year from the Period of Performance start date. BOEM will review and provide any feedback on the Draft Figures and Tables within thirty (30) days. Following receipt of BOEM’s comments, the Contractor shall submit revised Figures and Tables with the Preliminary Draft Report.

F.4.6 Preliminary Draft Report and Draft Final Report (Deliverables 7 and 8)

The Contractor shall submit a Preliminary Draft Report to BOEM for review no later than six (6) months prior to the end of the Period of Performance. The report shall include a summary of the findings, investigations, methodologies, technologies, procedures, analyses, and recommendations as specified under the tasks and subtasks in the preceding Sections. The Contractor shall prepare the Preliminary Draft Report with clear, concise writing at a level suitable to a technical audience familiar with the various facets of marine science and renewable energy development.

The report shall conform to the specifications found on the BOEM website at:

https://www.boem.gov/ESP-Data-and-Information-Specifications/. Please consult this site for the most recent specifications before assembling your documents, as these are updated regularly.

The BOEM and designated reviewers, shall have forty-five (45) calendar days to review the Preliminary Draft Report and notify the Contractor of any required changes, corrections, or additions. The draft shall be submitted as per the schedule listed in Section F.6. The Contractor shall address all corrections, comments, and recommendations, and shall submit a http://www.boem.gov/ESP-Data-and-Information-Specifications/ http://www.boem.gov/ESP-Data-and-Information-Specifications/

140M0124R0003 Page 17 of 59 second version of the Report, referred to as the Draft Final Report. In addition to the clean version of the Draft Final Report, the Contractor shall also submit a redlined version of the Draft Final Report that clearly documents and demonstrates how all BOEM review comments on the Preliminary Draft Report were addressed and incorporated. The Draft Final Report shall be prepared as if it were the final version (i.e., with identical pagination, format, cover art, forward matter, figures, tables, etc.) and shall be submitted as per the schedule listed in Section F, within thirty (30) calendar days of receipt of review comments on the Preliminary Draft Report. The Draft Final Report will undergo review by the COR and BOEM Editorial Staff until deemed accepted by BOEM.

F.4.7 Preliminary Draft Technical Summary and Draft Final Technical Summary (Deliverables 9 and 10)

The Contractor shall submit a Preliminary Draft Technical Summary to BOEM for scientific peer and editorial review concurrent with Preliminary Draft Report. The Technical Summary shall cover all technical tasks. The format and organization for the Technical Summary will be agreed upon between the Contractor and the BOEM COR prior to preparation. The Technical Summary shall conform to the specifications found at the following BOEM website:

https://www.boem.gov/ESP-Data-and-Information-Specifications/.

The BOEM and designated reviewers shall have thirty (30) calendar days to review the Preliminary Draft Technical Summary and notify the Contractor of any required changes, corrections, or additions. The draft shall be submitted as per the schedule listed in Section F.6. The Contractor shall address all corrections, comments, and recommendations, and shall submit a second version of the Technical Summary, referred to as the Draft Final Technical Summary. The Draft Final Technical Summary shall be prepared as if it were the final version (i.e., with identical pagination, format, cover art, forward matter, figures, tables, etc.) and shall be submitted as per the schedule listed in Section F.6. The Draft Final Technical Summary will undergo review by the COR and BOEM Editorial Staff until deemed accepted by BOEM.

F.4.8 Final Report (Deliverable 11)

The Contractor shall submit a Final Report including any changes and/or comments noted by BOEM in the Draft Final Report. The Contractor shall provide the rationale in a letter accompanying the Final Report for any review comments not accommodated. Copies of the report, a high-quality master copy, and a searchable-text .pdf digital copy shall be provided to BOEM.

The Contractor shall not provide copies of this Report, nor any subsequent revisions prepared during the review process, nor data contained within, nor any portions thereof, to any parties not specifically designated in Section F.7 prior to final acceptance by BOEM. If a need arises to do so, the Contractor must obtain the written approval of the CO. The Final Report and any associated appendices shall be compliant with Section 508 of the Rehabilitation Act of 1973.

F.4.9 Final Technical Summary (Deliverable 12)

The Contractor shall submit a Final Technical Summary, revised from the Draft Final Technical Summary as per review comments in digital format. The Contractor shall not provide copies of this Summary, nor any subsequent revisions prepared during the review process, nor data http://www.boem.gov/ESP-Data-and-Information-Specifications/ http://www.boem.gov/ESP-Data-and-Information-Specifications/ http://www.boem.gov/ESP-Data-and-Information-Specifications/ http://www.boem.gov/ESP-Data-and-Information-Specifications/

140M0124R0003 Page 18 of 59 contained within, nor any portions thereof, to any parties not specifically designated in Section F.7 prior to final acceptance by BOEM. If a need arises to do so, the Contractor must obtain the written approval of the CO. The Final Technical Summary shall be compliant with Section 508 of the Rehabilitation Act of 1973.

F.4.10 Draft Final and Final Annotated References Databases (Deliverables 13 and 14)

The Contractor shall submit a Draft Final Annotated References Databases for review to BOEM along with the Draft Final Report and Draft Final Technical Summary. The Contractor shall deliver all the references compiled from the worldwide literature, information, data, etc. search.

All references must be annotated and delivered in an EndNote database file and an Excel database file (same information but different software formats). The Contractor shall submit the Final Annotated References Databases including any changes and/or comments noted by BOEM in the Draft Final Annotated References Databases to BOEM concurrent with the Final Report and Final Technical Summary.

Annotated reference information shall include, but not necessarily be limited to: Reference Type, Author(s), Primary Title, Journal Name, Cover Date, Publisher, International Standard Serial Number (ISSN), Subject, Start Page, End Page, Volume, Issue, Uniform Resource Locator (URL), Digital Object Identifier, Abstract, and Keywords. A list of standardized keywords shall be developed for this purpose in consultation with BOEM. The Contractor shall also provide a copy of all references in the databases in Adobe portable document format (PDF).

F.4.11 Project Webinar (Deliverable 15)

After the Final Report and Final Technical Summary are submitted and accepted, and as specified under Section F.6, the Contractor shall present a webinar on the project findings, recommendations, and details of tasks accomplished to the BOEM COR, staff, and invited participants. The Project Manager and appropriate technical leads shall participate in the presentation.

F.4.12 Outreach Materials (Deliverable 16)

The Contractor shall prepare and provide outreach materials that will be used by BOEM on the BOEM website, for stakeholder engagement, outreach, and other event presentations about the study and its outcomes. Outreach materials shall include, but not be limited to, presentation slides, key messaging talking points, and factsheets(s).

The Contractor shall prepare and provide collections of 10 to 20 PowerPoint slides with captions and notes. The slides shall portray activities conducted during the course of contract performance, study design, and implementation and include information on…