SOL-R5-10-00005 Clause Body 03142011.pdf

SOL-R5-10-00005

TABLE OF CONTENTS

SECTION B - SUPPLIES OR SERVICES/PRICES

B.1 Description of Contract

B.2 Period of the Contract

B.3 Contract Minimum and Maximum

B.4 Other Direct Costs

SECTION C – WORK STATEMENT

Task 1: Great Lakes Restoration Initiative (GLRI) Support

Task 2: Great Lakes Water Quality Agreement Support

Task 3: Executive Order 13340 Support

Task 4: Administration and Policy Priorities

Task 5: Information Technology/GIS Support

Task 6: Education and Outreach Support

Labor Category Job Descriptions and Minimum Qualifications

SECTION D – PACKAGING AND MARKING

D.1 EP 52.247-100 Shipment and Marking (APR 1984

SECTION E - INSPECTION AND ACCEPTANCE

E.1 NOTICE Listing Contract Clauses Incorporated by Reference

E.2 52.246-4 Inspection of Services - Fixed-Price. (AUG 1996)

E.3 52.246-6 Inspection - Time-and-Material and Labor-Hour. (MAY 2001)

E.4 52.246-11 Higher-Level Contract Quality Requirement. (FEB 1999)

SECTION F - DELIVERIES OR PERFORMANCE

F.1 NOTICE Listing Contract Clauses Incorporated by Reference

F.2 52.242-15 Stop-Work Order. (AUG 1989)

F.3 1552.211-72 Monthly progress report. (JUN 1996)

F.4 1552.211-78 Management consulting services. (APR 1985)

F.5 52.212-140 Period of performance

F.6 1552.242-71 Contractor Performance Information (Deviation)

SECTION G - CONTRACT ADMINISTRATION DATA

G.1 NOTICE Listing Contract Clauses Incorporated by Reference

G.2 1552.232-70 Submission of invoices. (JUN 1996)

G.3 1552.232-73 Payments-fixed-rate services contract. (OCT 2000)

G.4 1552.216-72 Ordering-by designated ordering officers. (APR 1984)

G.5 1552.245-71 Government-furnished data. (SEP 2009)

G.6 52.242-100 Contract Administration Representatives

SECTION H - SPECIAL CONTRACT REQUIREMENTS

H.1 Additional Contract Requirements

H.2 NOTICE Listing Contract Clauses Incorporated by Reference

H.3 1552.203-71 Display of EPA Office of Inspector General Hotline poster. (AUG 2000)

H.4 1552.208-70 Printing. (DEC 2005)

H.5 1552.209-70 Organizational conflict of interest notification. (APR 1984)

H.6 1552.209-76 Contractor performance evaluations. (OCT 2002)

H.7 1552.211-70 Reports of work. (OCT 2000)

H.8 1552.211-75 Working files. (APR 1984)

H.9 1552.211-79 Compliance with EPA Policies for Information Resources Management. (OCT

2000)

H.10 1552.235-71 Treatment of confidential business information. (APR 1984)

H.12 1552.235-79 Release of contractor confidential business information. (APR 1996)

H.13 1552.235-80 Access to confidential business information. (OCT 2000)

H.14 1552.237-70 Contract publication review procedures. (APR 1984)

H.15 1552.237-75 Paperwork Reduction Act. (APR 1984)

H.16 1552.209-71 Organizational conflicts of interest. (MAY 1994)

H.17 1552.209-72 Organizational conflict of interest certification. (APR 1984)

H.18 1552.209-73 Notification of conflicts of interest regarding personnel. (MAY 1994)

H.19 1552.209-75 Annual certification. (MAY 1994)

H.20 1552.211-77 Final reports. (APR 1984)

H.21 1552.223-71 EPA Green Meetings and Conferences. (MAY 2007)

H.22 1552.227-76 Project employee confidentiality agreement. (MAY 1994)

H.23 1552.235-70 Screening business information for claims of confidentiality. (APR 1984)

H.24 1552.237-72 Key personnel. (APR 1984)

H.25 1552.237-76 Government-Contractor Relations. (JUN 1999)

SECTION I - CONTRACT CLAUSES

I.1 NOTICE Listing Contract Clauses Incorporated by Reference

I.2 52.202-1 Definitions. (JUL 2004)

I.3 52.203-3 Gratuities. (APR 1984)

I.4 52.203-5 Covenant Against Contingent Fees. (APR 1984)

I.5 52.203-6 Restrictions on Subcontractor Sales to the Government. (SEP 2006)

I.6 52.203-7 Anti-Kickback Procedures. (OCT 2010)

I.7 52.203-8 Cancellation, Rescission, and Recovery of Funds for Illegal or Improper Activity. (JAN

1997)

I.8 52.203-10 Price or Fee Adjustment for Illegal or Improper Activity. (JAN 1997)

I.9 52.203-12 Limitation on Payments to Influence Certain Federal Transactions. (OCT 2010)

I.10 52.203-13 Contractor Code of Business Ethics and Conduct. (APR 2010)

I.12 52.204-4 Printed or Copied Double-Sided on Recycled Paper. (AUG 2000)

I.13 52.204-9 Personal Identity Verification of Contractor Personnel. (SEP 2007)

I.14 52.204-10 Reporting Subcontract Awards. (SEP 2007)

I.15 52.208-9 Contractor Use of Mandatory Sources of Supply or Services. (OCT 2008)

I.16 52.209-6 Protecting the Government's Interest When Subcontracting with Contractors

Debarred, Suspended, or Proposed for Debarment. (SEP 2006)

I.17 52.215-8 Order of Precedence - Uniform Contract Format. (OCT 1997)

I.18 52.216-7 Allowable Cost and Payment. (DEC 2002)

I.19 52.219-4 Notice of Price Evaluation Preference for HUBZone Small Business Concerns. (JUL

2005)

I.20 52.219-8 Utilization of Small Business Concerns. (MAY 2004)

I.21 52.219-9 Small Business Subcontracting Plan. (OCT 2010)

I.22 52.219-25 Small Disadvantaged Business Participation Program-Disadvantaged Status and

Reporting. (APR 2008)

I.23 52.219-28 Post-Award Small Business Program Rerepresentation. (APR 2009)

I.24 52.222-3 Convict Labor. (JUN 2003)

I.25 52.222-19 Child Labor - Cooperation with Authorities and Remedies. (AUG 2009)

I.26 52.222-21 Prohibition of Segregated Facilities. (FEB 1999)

I.27 52.222-26 Equal Opportunity. (MAR 2007)

I.28 52.222-35 Equal Opportunity for Veterans. (SEP 2010)

I.29 52.222-37 Employment Reports on Special Disabled Veterans, Veterans of the Vietnam Era, and Other Eligible Veterans. (SEP 2006)

I.30 52.222-41 Service Contract Act of 1965. (NOV 2007)

I.31 52.222-43 Fair Labor Standards Act and Service Contract Act - Price Adjustment (Multiple

Year and Option Contracts). (SEP 2009)

I.32 52.222-50 Combating Trafficking in Persons. (FEB 2009)

I.33 52.223-6 Drug-Free Workplace. (MAY 2001)

I.34 52.223-14 Toxic Chemical Release Reporting. (AUG 2003)

I.35 52.225-13 Restrictions on Certain Foreign Purchases. (JUN 2008)

I.36 52.227-14 Rights in Data--General. (DEC 2007)

I.38 52.230-3 Disclosure and Consistency of Cost Accounting Practices. (OCT 2008)

I.39 52.230-6 Administration of Cost Accounting Standards. (JUN 2010)

I.40 52.232-1 Payments. (APR 1984)

I.41 52.232-7 Payments under Time-and-Materials and Labor-Hour Contracts. (FEB 2007)

I.42 52.232-8 Discounts for Prompt Payment. (FEB 2002)

I.43 52.232-17 Interest. (OCT 2010)

I.44 52.232-23 Assignment of Claims. (JAN 1986)

I.45 52.232-25 Prompt payment. (OCT 2008)

I.46 52.232-33 Payment by Electronic Funds Transfer - Central Contractor Registration. (OCT

2003)

I.47 52.233-1 Disputes. (JUL 2002) - Alternate I (DEC 1991)

I.48 52.233-3 Protest after Award. (AUG 1996)

I.49 52.233-4 Applicable Law for Breach of Contract Claim. (OCT 2004)

I.50 52.237-3 Continuity of Services. (JAN 1991)

I.51 52.243-1 Changes - Fixed-Price. (AUG 1987)

I.52 52.243-3 Changes - Time-and-Materials or Labor-Hours. (SEP 2000)

I.53 52.244-5 Competition in Subcontracting. (DEC 1996)

I.54 52.244-6 Subcontracts for Commercial Items. (OCT 2010)

I.55 52.249-1 Termination for Convenience of the Government (Fixed-Price) (Short Form). (APR

1984)

I.56 52.249-6 Termination (Cost-Reimbursement). (MAY 2004) Alt IV

I.57 52.249-8 Default (Fixed-Price Supply and Service). (APR 1984)

I.58 52.253-1 Computer Generated Forms. (JAN 1991)

I.59 1552.219-73 Small Disadvantaged Business Targets. (OCT 2000)

I.60 52.204-1 Approval of Contract. (DEC 1989)

I.61 52.204-7 Central Contractor Registration. (APR 2008)

I.62 52.209-9 Updates of Publicly Available Information Regarding Responsibility Matters (JAN

2011) ALT 1

I.63 52.216-18 Ordering. (OCT 1995)

I.64 52.216-19 Order Limitations. (OCT 1995)

I.65 52.216-22 Indefinite Quantity. (OCT 1995)

I.66 52.217-8 Option to Extend Services. (NOV 1999)

I.67 52.217-9 Option to Extend the Term of the Contract. (MAR 2000)

I.68 52.232-18 Availability of Funds. (APR 1984)

I.69 52.243-7 Notification of Changes. (APR 1984)

I.70 52.252-6 Authorized Deviations in Clauses (APR 1984)

I.71 Ordering Procedures

I.72 Notice Regarding Prohibited Contractor Activities on Environmental Protection Agency (EPA)

Contracts (NOV 1994)

SECTION J - LIST OF DOCUMENTS, EXHIBITS AND OTHER ATTACHMENTS

SECTION K - REPRESENTATIONS, CERTIFICATIONS, AND OTHER STATEMENTS OF

BIDDERS

K.1 52.204-8 Annual Representations and Certifications. (OCT 2010)

K.2 52.209-7 Information Regarding Responsibility Matters. (APR 2010)

K.3 52.223-13 Certification of Toxic Chemical Release Reporting. (AUG 2003)

SECTION L - INSTRUCTIONS, CONDITIONS, AND NOTICES TO BIDDERS

L.1 NOTICE Listing Contract Clauses Incorporated by Reference

L.2 52.204-6 Data Universal Numbering System (DUNS) Number. (APR 2008)

L.3 52.216-29 Time-and-Materials/Labor-Hour Proposal Requirements--Non-Commercial Item

Acquisition With Adequate Price Competition. (FEB 2007)

L.4 52.215-1 Instructions to Offerors - Competitive Acquisition. (JAN 2004)

L.5 Addendum to 52.215-1 Instructions to Offerors Competitive Acquisitions

Solicitation Questions

Proposal Copies and Response Time

Detailed Proposal Delivery and Receipt Instructions

Table of Proposal Copies and Page Limits

Table of Proposal Contents

Clarifications, Award without Discussions, and Communications

L.6 52.216-1 Type of Contract. (APR 1984)

L.7 52.222-24 Preaward On-Site Equal Opportunity Compliance Evaluation. (FEB 1999)

L.8 52.222-46 Evaluation of Compensation for Professional Employees. (FEB 1993)

L.9 52.233-2 Service of Protest. (SEP 2006)

L.10 52.237-10 Identification of Uncompensated Overtime. (OCT 1997)

L.11 1552.219-72 Small Disadvantaged Business Participation Program. (OCT 2000)

L.12 1552.233-70 Notice of filing requirements for agency protests. (JUL 1999)

SECTION M - EVALUATION FACTORS FOR AWARD

M.1 NOTICE Listing Contract Clauses Incorporated by Reference

M.2 1552.217-70 Evaluation of contract options. (APR 1984)

M.3 1552.215-70 EPA source evaluation and selection procedures-negotiated procurements. (AUG

1999)

M.4 1552.215-71 Evaluation factors for award. (AUG 1999)

M.5 Addendum to 1552.215-71 Evaluation Factors for Award

SECTION B - SUPPLIES OR SERVICES/PRICES

B.1 Description of Contract

This is a U.S. Environmental Protection Agency (EPA) contract to obtain contractor services to support the Great Lakes National Program Office general mission.

This is a single-award indefinite delivery indefinite quantity (IDIQ) vehicle with fixed labor rates for services. Work to be performed under this contract will be ordered through task orders placed pursuant to the ordering procedures described below. All task orders placed under this contract will be within the scope of the contract Work Statement (see Schedule C).

B.2 Period of the Contract

The period of this contract is: Date of Award through 5 years. The first period (base period) consists of the first three years of the contract, the second period (option period 01) consists of the forth year, and the third period (option period 02) consists of the fifth year.

Base Period Year 01, 02, and 03

Option Period 01 Year 04

Option Period 02 Year 05

Task orders may be placed at any point of the effective contract. Individual orders will have unique periods of performance which may cover multiple periods of the contract. However, no order will be initially placed outside of the effective contract period. No task order will have a period of performance that extends longer than 365 days beyond the effective period of the contract.

B.3 Contract Minimum and Maximum

The minimum amount ordered under this contract shall not be less than:

$1 million

The maximum amount ordered shall not exceed:

Base Period: $12 million Option Period 01: $4 million Option Period 02: $4 million

B.4 Other Direct Costs

Other direct costs (ODCs) (including materials and travel) shall be proposed by the contractor for each individual Task Oder solicitation as needed. Reasonable and allocable material handling costs and indirect costs may be included in the charge for ODCs to the extent that those costs are clearly excluded from the contractor’s fully burdened labor rates.

The contractor shall conduct all travel within the continental United States (CONUS) in accordance with GSA’s Federal Travel Regulation (FTR) in affect at the time of the travel. The contractor shall conduct all travel outside of the continental United States (OCONUS) in accordance with the DoD’s Joint Travel Regulations (JTR) in affect at the time of travel.

1552.216-73 Fixed Rates For Services – Indefinite Delivery Indefinite Quantity Contract (APR 1984)

The following fixed rates shall apply for payment purposes of the duration of the contract:

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For comparison purposes, estimated hours have been provided for each major task of the work statement. Please propose the labor hour distribution based upon the total hours for each task for each year of the contract. These hours are for evaluation purposes only, which may include a realism analysis, and do not guarantee a number of hours on this contract. All labor rates shall be rounded to the nearest penny.

The rate, or rates, set forth above cover all expenses, including report preparation, salaries, overhead, general and administrative expenses, and profit.

The contractor shall voucher for only the time of the personnel whose services are applied directly to the work called for in individual Task Orders and accepted by the Task Order Contracting Officer's Representative. The Government shall pay the contractor for the life of a Task Order at rates in effect when the Task Order was issued, even if performance under the Task Order crosses into another period.

The contractor shall maintain time and labor distribution records for all employees who work under the contract. These records must document time and hours worked and work performed by each individual on all Task Orders.

SECTION C – WORK STATEMENT

TASK AREA HEADINGS

Task 1: Great Lakes Restoration Initiative (GLRI) Support

Task 2: Great Lakes Water Quality Agreement Support

Task 3: Executive Order 13340 Support

Task 4: Administrative and Policy Priorities

Task 5: Information Technology/GIS Support

Task 6: Education and Outreach Support

The scope of this requirement is for the contractor to provide mission support to GLNPO as described in the task areas of this Statement of Work (SOW).

The contractor shall furnish all resources necessary to:

• Perform all work described in the Task Areas of this SOW;

• Perform all work assigned through Task Orders under this contract;

• Perform contract management functions and meet all other contract terms and conditions.

The contractor shall furnish all resources including the necessary personnel, material, equipment, services, and facilities (except otherwise specified) to perform the contract SOW, to carry out the specific tasks identified in task orders and to perform management functions including monthly and quarterly meetings with EPA representatives to review issues, problems, and performance. Requirements of deliverables, their delivery schedule, and their acceptance criteria will be specified at the task order level.

Task 1: Great Lakes Restoration Initiative (GLRI) Support

Background: In February 2009, President Obama announced a new inter-agency initiative, led by EPA, known as the Great Lakes Restoration Initiative (GLRI). The Initiative builds upon 5 years of work of the Great Lakes Interagency Task Force (IATF) and stakeholders, guided by the Great Lakes Regional Collaboration Strategy. The GLRI would address the regional issues that affect the Great Lakes, would use outcome oriented performance goals and measures, would stress accountability and emphasize results.

EPA and its federal partners would coordinate State, tribal, local, and industry actions in this effort. The President proposed $475 Million for this new initiative in his FY2010 Budget, which Congress approved and appropriated. EPA’s GLNPO has been tasked with strategically developing and implementing the GLRI, taking the primary role on coordinating the actions of the other federal agencies, states, tribes, and local governments, as well as administratively managing GLRI funds. GLNPO, at the request of the Administration and OMB, has developed a five year GLRI Action Plan that assumes GLRI funds will continue at a steady pace. President Obama proposed $300 Million for GLRI in his FY2011 Budget, and the five year Action Plan assumes $475 Million yearly after FY2011.

The contractor shall provide relevant information and alternative approaches to EPA on technical issues as directed by EPA. All information provided shall be supported by its underlying analysis.

1.1 GLRI Outreach and Coordination Activities: The contractor shall provide technical support for GLRI outreach and coordination activities that seek to inform or receive input from stakeholder groups on GLRI activities. Tasks that may be performed include, but are not limited to the following:

1. Coordinate conference calls and webinars as necessary, with 5 large webinars of over 100 participants anticipated per year. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants.

2. Provide facilitation assistance and coordination for public meetings in the Great Lakes basin with Federal agencies, State governmental agencies, Great Lakes Tribes, and the public. Provide on-site logistical support, distribute agendas, and assist with registration of participants, etc. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support. This need is anticipated for approximately 5 large (50-125 attendees) 2 day public forums and 4 smaller (15-40 attendees) day-long meetings among Great Lakes governmental partners.

3. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

4. Assist USEPA in maintaining the GLRI Web Site in order to share information about the Great Lakes Restoration Initiative, or in developing web based tools to accomplish these goals.

1.2 GLRI Reporting: The GLRI has and will continue to produce the need for various reporting requirements to satisfy different consumers of information. Examples of these reports include: a technical report on the ecosystem status of the Great Lakes; financial reports on the progress of the GLRI; reports on other various activities undertaken; and other reports as needed. The primary audience of these reports includes Congress, the Government Accountability Office, the Office of Management and Budget, the EPA Inspector General, the general public, the Administration, and others. It is critical to the success of the GLRI to accurately prepare these reports in a timely manner.

USEPA requires assistance in meeting the reporting requirements under GLRI, which includes, but is not limited to, the Report on the Great Lakes Ecosystem (ROGLE), financial management reports and GLRI implementation activity reports.

The contractor shall:

1. Prepare draft reports under guidance of USEPA. As discussed above, 2 major (~100 pages of technical and programmatic evaluation) reports are anticipated per year, and 1-2 smaller reports, as directed, on specific subtopics yet to be determined.

2. Work under guidance of USEPA to make editorial changes, locate missing technical information and seek technical clarifications.

3. Work under guidance of USEPA to support the gathering and organizing of technical information needed to produce reports.

1.3 GLRI Strategic Planning, Evaluation, and Accountability: The GLRI is built on the principles of strategy and accountability. The GLRI Action Plan is the five year strategy laid out for the Great Lakes Restoration Initiative. This document may need updates, changes, or additions throughout its life. In order to ensure maximum accountability, a Great Lakes Accountability System (GLAS) has been developed, which will track the actions, results, and financials of GLRI projects. Support may be required to continue development of this system through any program changes, ensure the system is functioning accurately, and improving upon this system. Other systems will be developed to ensure accountability, successful planning, and evaluation, including assisting yearly programmatic decisions and request for proposals.

The contractor shall:

1. Prepare draft strategy documents under guidance of USEPA, anticipated to include annual revisions to the Great Lakes Restoration Initiative Action Plan.

2. Work under guidance of USEPA to make editorial changes, locate missing technical information, and seek technical clarifications.

3. Work under guidance of USEPA to support the gathering and organizing of technical information needed to produce strategy documents.

4. Provide technical advice and assistance in the possible maintenance of GLAS and other accountability tools that have been developed, including yearly programmatic planning system, and request for proposal systems.

5. Develop new systems / databases to allow for strategic planning, evaluation, and Accountability as necessary. Development of 2 new systems per year is anticipated (1 modification of previous system to new demands and 1 new system based on yet to be determined mandate from Congress to track a particular emphasis).

6. Support for the development of computer, web, and database activities such as providing an interface for receiving continuing feedback on accomplishments, soliciting and receiving responses to requests for proposals, reporting on progress in implementing the Great Lakes Restoration Initiative Action Plan, hosting and modifying a GLRI Accountability Database, and other similar activities as needed.

1.4 GLRI Focus Areas Support: The GLRI Action Plan outlines five focus areas for Great Lakes restoration priorities: Toxic Substances and Areas of Concern, Invasive Species, Nearshore Health and Nonpoint Source Pollution, Habitat and Wildlife Protection and Restoration, and Accountability Education Monitoring Evaluation Communication and Partnerships. These focus areas each include long term goals, interim objectives, key measures of success, and priority actions.

1.4.1 Toxic Substances and Areas of Concern Support: The Toxic Substances and Areas of Concern focus area requires contractor support for the following:

1. Technical analysis and technical support in this subject matter, which requires scientific understanding, and which can be used to document action, ecosystem changes, necessary actions, or decision-making abilities.

2. Coordination to include conference calls, meetings, and webinars as necessary, anticipating 5 smaller (20-40 participants) conference calls/webinars per year. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and possibly providing facilitation. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support.

3. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

4. Develop technical documents, reports, and work plans as necessary; see subtasks below.

5. Collate and analyze information and data, create tables and charts, and develop Microsoft

PowerPoint presentations and other communication products based upon this information.

1.4.1.1 Area of Concern / Remedial Action Plan Support: Annex 2 of the Great Lakes Water Quality Agreement calls for the preparation of Remedial Action Plans (RAPs) for the designated Areas of Concern (locations that have identified impairments of beneficial uses). USEPA and its State partners require support in periodic updating of the RAPs and in tracking progress toward restoration of beneficial uses with the goal of eventual removal (delisting) of the Area of Concern designation.

The contractor shall provide the following support:

1. Maintain contact lists of interested stakeholders.

2. Provide educational outreach support through updating progress reports in RAP implementation for the Areas of Concern in printed summaries and Internet Web pages.

3. Facilitating communication among RAP team members and liaisons through electronic means and providing meeting support, including rental of facilities, providing registration, facilitator, and note-taking support. It is anticipated that this role will be needed in approximately 3 subgroups throughout the year, holding occasional small meetings that facilitate cooperation.

Additionally, 1 large 2 day meeting (50-75 participants) is anticipated per year.

4. Providing support to update Remedial Action Plans, working with identified Federal, State, and local partners.

5. Provide support for developing delisting targets and delisting documents for identified Areas of Concern. These are highly technical documents evaluating scientific information on a variety of water quality issues. Support towards the development of 3 Areas of Concern per year are anticipated.

6. Schedule and coordinate regular (monthly – quarterly) meetings via conference calls using GLNPO’s teleconferencing system.

7. Help develop and maintain FEDSTACC SharePoint Website.

8. Maintain member database and post on SharePoint Website.

9. Develop and distribute meeting agendas and meeting materials in advance of meetings. Post on SharePoint Website.

10. Develop meeting summaries and action items and distribute to membership within one week of meeting. Post on SharePoint Website.

11. Develop and maintain table tracking action items. Post on SharePoint Website.

1.4.1.2 Pollution Prevention Support: The Great Lakes Binational Toxics Strategy (GLBTS) is an agreement between the United States and Canada to work toward the virtual elimination of persistent bioaccumulative toxic substances, starting with a list (Level 1) of chemicals for which specific challenges (goals) have been established by mutual agreement. The GLBTS achieves progress through both regulatory and non-regulatory means on local, regional, and national levels, with particular emphasis on voluntary pollution prevention partnership efforts to go “beyond compliance” in reducing the manufacture, use, and release of the targeted chemicals. The GLBTS conducts periodic public meetings to track and report on progress toward meeting the challenges as well as to identify and surmount impediments to progress. In addition, the GLBTS reports to the public on its progress in an Annual Progress Report. This report is published in both English and French to comply with Canada’s Official Languages Act.

The contractor shall provide the following support:

1. Coordinate one semi-annual Stakeholders Meeting per year of the GLBTS and 2 meetings per year of the Integration Workgroup of the GLBTS. Coordination includes securing meeting facilities and obtaining audiovisual, telecommunication, and Internet support, as directed by USEPA. These meetings will be held in Minnesota, Wisconsin, Illinois, Indiana, Michigan, Ohio, New York and Pennsylvania in the U.S., and Ontario and Quebec in Canada (three meetings per years are estimated).

2. Develop and maintain an official up-to-date list of contacts, including names, addresses, phone and fax numbers, and email lists.

3. Distribute agendas or other materials via email, fax, or mail, depending upon need.

4. Develop meeting summaries and follow up items for each meeting held.

5. Collate information, data, tables, charts, and develop Microsoft PowerPoint presentations.

6. Provide technical assistance to USEPA in maintenance of GLBTS and Pollution Prevention

Web pages.

7. The contractor shall prepare both English and French versions of the GLBTS Annual Progress

Report in Adobe PageMaker (for PC) format. After USEPA has approved the final versions of the reports, the contractor shall provide the COTR with 5 color copies of the English version and 25 color copies of the French version of each of these documents. The contractor shall provide USEPA with a camera-ready copy, Adobe Acrobat (PDF), and Adobe PageMaker electronic files of the English and French versions of the reports. For estimating purposes, assume that each report is 40 pages in length.

1.4.1.3 Contaminated Sediment Program Support: The Great Lakes Legacy Act (GLLA) is a program specifically designed to remediate contaminated sediments in Great Lakes Areas of Concern.

The contractor shall:

1. Provide coordination to include conference calls, meetings, and webinars as necessary, anticipating assistance in developing materials and presentations for approximately 2 conferences per year. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and possibly providing facilitation. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

2. Provide technical economic evaluation support to the GLLA for discovering innovative approaches to generating the required non-federal match, comparisons of various sediment treatment options, restoration value to the community, and other scenarios.

1.4.2 Invasive Species Support: The Invasive Species focus area requires contractor support for the following:

1. Expert technical analysis and support in this subject matter, which requires scientific actions, or decision-making abilities.

2. Coordination to include conference calls, meetings, and webinars as necessary, anticipating 5 smaller (20-40 participants) conference calls/webinars per year. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and possibly providing facilitation. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support.

3. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

4. Provide logistical support for rapid response actions taken against invasive species such as Asian carp. This task includes event coordination, logistics management, technical guidance and expertise. Follow ups from actions taken may include summary reports, development of systems to monitor progress made and actions taken, and the development of strategy framework documents (technical planning documents ~100 pages).

5. Develop technical documents, reports, and work plans as discussed above.

6. Collate and analyze information and data, create tables and charts, and develop Microsoft

1.4.3 Nearshore Health and Nonpoint Source Pollution Support: The Nearshore Health and Nonpoint Source Pollution focus area requires contractor support for the following:

actions, or decision-making abilities.

2. Coordination to include conference calls, meetings, and webinars as necessary, anticipating 5 smaller (20-40 participants) conference calls/webinars per year. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and possibly providing facilitation. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support.

3. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

4. Develop technical documents, reports, and work plans as necessary anticipating 1 smaller report (20-50 pages of technical nature) on the success and challenges of program work in this focus area (one report per year estimated).

1.4.4 Habitat and Wildlife Protection and Restoration Support: The Habitat and Wildlife Protection and Restoration focus area requires contractor support for the following:

actions, or decision-making abilities.

2. Coordination to include conference calls, meetings, and webinars as necessary, anticipating 5 smaller (20-40 participants) conference calls/webinars per year. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and possibly providing facilitation. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support.

3. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

4. Develop technical documents, reports, and work plans as necessary anticipating 1 smaller report (20-50 pages of technical nature) on the success and challenges of program work in this focus area (one report per year estimated).

1.4.5 Accountability Education Monitoring Evaluation Communication and Partnership

(AEMECP) Support: The AEMECP focus area requires contractor support for the following:

1. Technical analysis and technical support on this focus area, which requires scientific understanding of many different aspects of water quality monitoring and scientific analysis, and which can be used to document action, ecosystem changes, necessary actions, or decision-making abilities.

2. Coordination to include conference calls, meetings, and webinars as necessary, anticipating 5 smaller (20-40 participants) conference calls/webinars per year. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and possibly providing facilitation. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support.

3. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

4. Develop technical documents, reports, and work plans as necessary; see subtasks below.

1.4.5.1 Lakewide Management Plans Support: Annex 2 of the Great Lakes Water Quality Agreement calls for the preparation of Lakewide Management Plans (LaMPs) for the Great Lakes.

USEPA requires support in periodic updating the LaMPs and tracking progress in implementation of LaMP recommendations.

The contractor shall provide the following support:

1. Provide facilitation of multi-stakeholder, multi-sectoral, binational citizen groups known as the Public Forums through remote collaboration and meeting support. It is anticipated that approximately 5 of these groups with 2 meetings (~50 participants) and quarterly conference calls will meet per year.

2. Maintain contact lists of interested stakeholders.

3. Provide editorial, research, and production assistance with the biennial Lakewide

Management Plans (LaMPs) and the “public-friendly” LaMP documents. It is anticipated that 1 large (~100 pages of technical and programmatic information) report will be produced yearly, as well as 1 small (~10-20 page) summary report.

4. Provide assistance to produce LaMP-specific technical documents such as watershed maps, GIS-specific documents, chemical reduction and milestone reports, ecosystem status reports, and other tasks related to high-priority LaMP implementation projects. This assistance will be of a technical nature in determining scientifically high priority projects.

5. Provide educational outreach assistance through production of newsletters, Web sites, and listservers.

6. Provide facilitation of public participation in LaMP implementation activities through organizing public meetings and workshops, anticipating approximately 8 large (30-50 participants) meetings per year.

1.4.5.2 Monitoring and Indicators Support: Monitoring and indicators are vital to measuring the success of the Great Lakes Restoration Initiative, and determining the health of the Great Lakes ecosystem. USEPA requires support for these monitoring and indicators, including but not limited to the Great Lakes Environmental Database (GLENDA), the Integrated Atmospheric Deposition Network (IADN), the State of the Lake Ecosystem Conference (SOLEC) and Report.

The contractor shall:

1. Provide coordination to include conference calls, meetings, and webinars as necessary, anticipating support for 2 large (50-70 participant) meetings. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and possibly providing facilitation. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

2. Perform Database and Administrator Application Maintenance and Upgrades

3. Develop, Modify, and Test Administrative Tools

4. Develop, Modify, and Test Database Tools

5. Technical analysis and technical support, which requires scientific understanding, and which can be used to document action, ecosystem changes, necessary actions, or decision-making abilities anticipating support on approximately 2 large (~100 page) technical reports per year on monitoring efforts in the Great Lakes..

Task 2: Great Lakes Water Quality Agreement Support

Background: USEPA’s Great Lakes National Program Office has the primary responsibility for coordinating the United States’ actions to fulfill the provisions of the Great Lakes Water Quality Agreement with Canada. The U.S. coordinates its actions through a body called the U.S. Policy Committee made up of representatives of U.S. federal and state agencies dealing with Great Lakes environmental issues. Formal coordination with Canada occurs through a body called the Binational Executive Committee made up of heads of U.S. Federal and State agencies dealing with Great Lakes environmental issues and their Canadian counterparts. The Great Lakes Water Quality Agreement is currently being renegotiated, and changes to the governance structures may outline new or revised groups and committees.

USEPA requires Great Lakes Water Quality Agreement review, negotiation, and implementation support.

2.1 U.S. Policy Committee and Binational Executive Committee Support: The contractor shall provide support for the U.S. Policy Committee and Binational Executive Committee (or any successor groups) Meetings as follows:

1. Coordinate two meetings per year for the U.S. Policy Committee and two meetings per year of the

Binational Executive Committee, including securing meeting facilities and obtaining audiovisual, telecommunication, and Internet support. These meetings will be held in Minnesota, Wisconsin, Illinois, Indiana, Michigan, Ohio, New York and Pennsylvania in the U.S., and Ontario and Quebec in Canada. Additional support to be provided if requested by the COTR:

a. Distribute agendas or other materials to Committee Members via email, fax, or mail.

b. Develop meeting summaries and follow up items for each meeting held.

c. Collate information, data, tables, charts, and develop Microsoft PowerPoint presentations for use in the meetings.

2. Coordinate conference calls and webinars as necessary, anticipating approximately 2 per year.

This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and developing conference call summaries and follow-up items.

3. Develop and maintain an official up-to-date list of contacts, including names, addresses, phone and fax numbers, and email lists for each Committee.

2.2 Great Lakes Water Quality Agreement Negotiation and Implementation Support: The contractor shall provide the following support for any GLWQA negotiation process that may develop and assist in the implementation that results from it:

1. Facilitate communication by coordinating conference calls. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants.

2. Coordinate periodic meetings, anticipating approximately 3 small meetings (~25 participants) per year. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support. Develop and maintain an official up-to-date list of contacts, including names, addresses, phone and fax numbers, and email lists for each team.

3. Distribute agendas or other materials to members via email, fax, or mail.

4. Develop meeting or conference call summaries, and follow-up items for each conference call or meeting held.

5. Maintain an administrative record or file of all documents produced by each team.

6. Collate information, data, tables, charts, and develop Microsoft PowerPoint presentations.

7. Provide technical editorial support on written products.

8. Assist USEPA in providing websites in which each team can store and maintain its documents.

Only authenticated team members should have permissions to contribute content or manage content in their teams’ sites.

9. Assist USEPA with website to accept comments and assist with collection, collation, and analysis of comments.

10. Provide research assistance including searches of published and gray literature, compilation, summarization, and interpretation of relevant information as needed.

Task 3: Executive Order 13340 Support

Background: Executive Order 13340 created the Interagency Task Force. Led by USEPA, this Task Force brings together ten Agency and Cabinet officers to provide strategic direction on federal Great Lakes policy, priorities and programs. The ten Agencies together administer more than 140 different federal programs that help fund and implement environmental restoration and management activities in the Great Lakes basin. Through the Great Lakes Regional Collaboration, the Task Force developed a coordinated plan (Great Lakes Regional Collaboration Strategy) for Great Lakes restoration and protection around the priorities developed by the Council of Great Lakes Governors employing eight Issue Area Strategy Teams to formulate different parts of the plan. USEPA is providing administrative support to the Interagency Task Force, the Great Lakes Regional Collaboration, and various subgroups of these groups.

USEPA requires assistance in supporting the interagency activities under Executive Order 13340, or other interagency governance structures developed in the Great Lakes basin.

3.1 Interagency Task Force (IATF) and Regional Work Group (RWG) Support: The contractor shall provide support to the Great Lakes Interagency Task Force (IATF) and Regional Work Group (RWG) as follows:

1. Coordinate meetings and conference calls of the IATF and RWG, including preparing agendas, minutes, and presentation materials, and distributing meeting materials in cooperation with the COTR. It is anticipated that quarterly meetings will be necessary to plan for.

2. Collate and analyze information and data, create tables and charts, and develop Microsoft PowerPoint presentations and other communication products based upon this information.

3. Provide technical support in tracking implementation and coordination activities related to Executive Order 13340.

3.2 Great Lakes Regional Collaboration (GLRC) Support: The contractor shall provide support to the GLRC, and any of its committees and subcommittees, or any newly formed structures with similar functions, as follows:

1. Coordinate meetings and conference calls of the GLRC committees, including preparing agendas, minutes, and presentation materials, and distributing meeting materials in cooperation with the COTR. It is anticipated that at this time, very limited support will be needed for this, but may change in the future depending on pending legislation.

2. Provide facilitation assistance and coordination for public meetings in the Great Lakes basin if necessary. Provide on-site logistical support, distribute agendas, and assist with registration of participants, etc. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support. It is anticipated that at this time, very limited support will be needed for this, but may change in the future depending on pending legislation.

3. Develop technical documents, reports, and work plans. It is anticipated that at this time, very limited support will be needed for this, but may change in the future depending on pending legislation.

4. Collate and analyze technical information and data, create tables and charts, and develop Microsoft PowerPoint presentations and other communication products based upon this information. It is anticipated that at this time, very limited support will be needed for this, but may change in the future depending on pending legislation.

5. Provide support in tracking implementation and coordination activities related to GLRC including the GLRC Strategy. It is anticipated that at this time, very limited support will be needed for this, but may change in the future depending on pending legislation.

Task 4: Administration and Policy Priorities

Background: The administration may develop priorities and policy priorities in addition to those outlined in these requirements. These policy priorities will require different levels of effort, input, analysis, and participation depending on their form. USEPA will need assistance in meeting the demands of these administration and policy priorities as they are developed. These priorities may include, but are not limited to, the Ocean Policy Taskforce and the Council of Large Aquatic Ecosystems.

The contractor shall provide:

1. Technical analysis and technical support on the priorities, which requires scientific understanding, and which can be used to document action, ecosystem changes, necessary actions, or decision-making abilities.

2. Coordination to include conference calls, meetings, and webinars. This coordination shall include scheduling, providing the audio conference call service, and disseminating call-in information to participants, and possibly providing facilitation. Coordination support shall include securing meeting facilities and obtaining necessary audiovisual, telecommunication, and Internet support.

3. Develop meeting or conference call summaries and follow-up items for each conference call or meeting held.

4. Develop, review, and edit documents, reports, and work plans.

5. Collate and analyze information and data, create tables and charts, and develop Microsoft PowerPoint presentations and other communication products based upon this information.

Task 5: Information Technology/GIS Support

Background: USEPA provides much of its information to the public and government agencies via the Internet. USEPA analyzes and displays environmental information using Geographic Information System (GIS) technology. USEPA also hosts, maintains, or has developed multiple Information Systems of various forms that may need technical assistance in the form of development, reorganization, consultation, coordination, or improvement. USEPA requires Contractor assistance in these areas.

The contractor shall provide the following support:

1. Assist USEPA in maintaining Internet Web Sites by helping develop HTML pages per USEPA specifications.

2. Assist USEPA in providing an access-controlled, Web-based collaborative environment where deliverables, schedules, and other pertinent project documents can be posted and shared with appropriate stakeholders.

3. Provide GIS mapping support to USEPA in ArcInfo.

4. Provide technical assistance in the form of development, reorganization, consultation, coordination, or improvement on the many information systems USEPA is currently developing, operating, or maintaining, and may add in the…