A.07.23_Solicitation_W9127N-17-Q-0038.pdf

SEE ADDENDUM

(No Collect Calls)

W9127N-17-Q-0038 19-May-2017

b. TELEPHONE NUMBER 8. OFFER DUE DATE/LOCAL TIME

12:00 PM 02 Jun 2017

5. SOLICITATION NUMBER 6. SOLICITATION ISSUE DATE

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA – FAR (48 CFR) 53.212

(TYPE OR PRINT)

(SIGNATURE OF CONTRACTING OFFICER)

ADDENDA ARE

26. TOTAL AWARD AMOUNT (For Gov t. Use Only )

23.

CODE 10. THIS ACQUISITION IS

SUCH ADDRESS IN OFFER

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT

BELOW IS CHECKED

TELEPHONE NO.

W9127N9. ISSUED BY

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

7. FOR SOLICITATION

INFORMATION CALL:

a. NAME

DAWN R SIMPSON

2. CONTRACT NO. 3. AWARD/EFFECTIVE DATE 4. ORDER NUMBER

(TYPE OR PRINT)

30b. NAME AND TITLE OF SIGNER 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a.UNITED STATES OF AMERICA

0 27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1. 52.212-4. FAR 52.212-3. 52.212-5 ARE ATTACHED.

25. ACCOUNTING AND APPROPRIATION DATA

1. REQUISITION NUMBER

20.

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, AND 30

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

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

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

. YOUR OFFER ON SOLICITATION

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

% FOR:SET ASIDE:UNRESTRICTED OR X

SMALL BUSINESSX

17a.CONTRACTOR/ CODE FACILITY

OFFEROR CODE

USACE PORTLAND DISTRICT

333 SW 1ST AVE

PORTLAND OR 97204-3440

18a. PAYMENT WILL BE MADE BY CODE

RATED ORDER UNDER

DPAS (15 CFR 700)

13a. THIS CONTRACT IS A

13b. RATING

CODE15. DELIVER TO CODE W66QKZ 16. ADMINISTERED BY

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

USACE PORTLAND DISTRICT

CENWP-PM-E

333 SW 1ST AVE

PORTLAND OR 97204-3440

TEL: FAX:

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$15.0 million

NAICS:

561410

X

OFFER DATED

29. AWARD OF CONTRACT: REF.

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

EMAIL:

TEL:

31c. DATE SIGNED

SEE SCHEDULE

SCHEDULE OF SUPPLIES/ SERVICESITEM NO. QUANTITY UNIT UNIT PRICE AMOUNT

24.22.21.19.

WOMEN-OWNED SMALL BUSINESS (WOSB)

ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

(CONTINUED)

PAGE 2 OF43

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED: ______________________________________________________

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

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

37. CHECK NUMBER

FINALPARTIALCOMPLETE

36. PAYMENT35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER

FINAL

33. SHIP NUMBER

PARTIAL

38. S/R ACCOUNT NUMBER 39. S/R VOUCHER NUMBER 40. PAID BY

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

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

42a. RECEIVED BY (Print)

42b. RECEIVED AT (Location)

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

STANDARD FORM 1449 (REV. 2/2012) BACK

Prescribed by GSA – FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE SCHEDULE

20.

SCHEDULE OF SUPPLIES/ SERVICES

21.

QUANTITY UNIT

22. 23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

W9127N-17-Q-0038

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 1 Job

NOTE TAKER SERVICES

FFP

SEE COST BREAKDOWN

000101

NOTETAKER BONNEVILLE PH2

FUNDING INFORMATION ONLY

000102

NOTETAKER BONNEVILLE PH1

000103

NOTETAKER THE DALLES DAM

000104

NOTETAKER JOHN DAY DAM

INSTRUCTIONS TO OFFERORS

INSTRUCTIONS TO OFFEROR / CHECKLIST

FOR SUBMISSION TO SOLICITATION W9127N-17-Q-0038:

This contract shall be awarded to a small business for the Note Taking Services as described in the Performance Work Statement (PWS). Reference the Solicitation for the PWS.

Bid pricing shall be entered on a Cost Breakdown Sheet for Contract Line Item Numbers (CLIN) 0001.

Offeror submission shall be electronically emailed to Dawn.R.Simpson@usace.army.mil. Attach the signed solicitation/quote and additional supporting documentation as a PDF file. We do not except facsimile (Fax) responses. If you have any questions or concerns, you may contact Ms. Simpson by email or at 503-808-4607.

YOUR BID IS DUE JUNE 2, 2017, BY 12:00 PM NOON PACIFIC TIME

Checkoff items as you complete them.

Standard Form 1449 – Solicitation

______ Block 17a: Enter Address, and Telephone No.

______ Block 17a Code/Facility Code: Cage Code (or DUNS, both from SAM) ______ Blocks 30a-c: Enter Signature, Name, and Date ______ CLINs: Enter Pricing on the Cost Breakdown Sheet

Standard Form 30 – Amendment to Solicitation (if applicable)

______ Blocks 15a-c Sign and Date Amendment

Supporting Documentation The Offeror shall provide the following information along with the quote as per Contract Clause 52.212-2, Evaluation – Commercial Items. Reference the contract for clause and attachments for forms:

______ Factor 1 - Provide Recent or Relevant Experience and References of 2 Projects done within the past 3 years.

______ Factor 2 – Provide Past Performance Questionnaire (Form PPQ-0) with Rating Data Sheets for 2 Projects.

______ Factor 3 - Provide information that demonstrates technical capabilities for Note Taking as defined in the PWS.

ADDITIONAL INFORMATION FOR YOUR USE:

System for Award Management (SAM) IMPORTANT!

______ Registration is required in the System for Award Management (SAM) prior to award, pursuant to applicable regulations and guidelines. Registration information can be found at www.sam.gov. To process the registration can take a minimum of 10 days to finalize. Registration is necessary in order for the Government (Corps of Engineers) to award a contract and do business with a contractor.

OFFEROR COST BREAKDOWN OF BID

COST BREAKDOWN

OF

CONTRACT LINE ITEM NUMBER (CLIN) 0001 ‐ NOTETAKER SERVICES

CLIN Description Quantity Unit Unit Price Total

Labor Costs for Tasks 1 thru 6 (Reference Performance Work Statement)

HOUR $ $

Subtotal $

The following travel costs are to be paid in accordance with Joint Travel Regulations

(JTR):

Mileage (Per JTR) ‐ TBD MILE

Per Diem ‐ TBD (Per JTR ‐ Lodging, Meals and Incidentals)

DAY

Rental Car ‐ TBD DAY

Subtotal

Other Miscellaneous Costs (Reproduction, etc.) – Not to Exceed

1 JOB $700.00 $700.00

Subtotal $700.00

0001 NOTETAKER SERVICES 1 JOB TOTAL $

Instructions to Offeror to enter bid pricing:

Labor Costs – Reflect Quantity of Hours for the period of performance (12 months) and the Unit Price per Hour in order to accomplish services as described in the Performance Work Statement.

Travel Costs – Do not reflect any pricing. Costs to be determined (TBD) at the time of each meeting event for notetaking.

Miscellaneous Costs – Expenses shall not be exceeded in the amount reflected for the period of performance (12 months).

CLIN 0001 – Reflect the grand total for the period of performance or JOB (12 months). Will not include travel costs.

PERFORMANCE WORK STATEMENT

PERFORMANCE WORK STATEMENT

Note Taker - Wana Pa Koot Koot Cooperating Group

1.0 PROJECT BACKGROUND AND PURPOSE

The U.S. Army Corps of Engineers, Portland District (Corps) and Bonneville Power Administration (BPA) (the Agencies) are jointly responsible for compliance with Section 106 of the National Historic Preservation Act (NHPA) under the terms of the 2009 Systemwide Programmatic Agreement (SWPA) for management of Historic Properties affected by operation and maintenance of the Federal Columbia River Power System (FCRPS). The Corps’ Bonneville, The Dalles, and John Day Dam and Reservoir Projects are within the FCRPS. The FCRPS Cultural Resource Program works closely with interested and affected Tribes, State Historic Preservation Offices (SHPOs), and other agencies for cultural resource management in compliance with Section 106 of the NHPA. The program is organized into several cooperating groups who provide recommendations to the lead Federal Agencies regarding the management of cultural resources within each reservoir. These cooperating groups meet on a regular basis and it is essential to have an accurate record of each meeting.

The Corps and BPA co-manage the Wana Pa Koot Koot Cooperating Group (WPKK) under the terms of the SWPA. The objective of this contract is to provide the WPKK business and planning meetings with professional notetaker services for the period of one year. These services should include the following:

a. Attend in person and accurately record the major discussion points, commitments, and decisions made at the WPKK business and annual planning meetings.

b. Record and compile the action items that meeting members committed to doing along with the due date that members committed to making.

c. The meeting chairperson may ask the note taker to recap the discussion periodically during a meeting.

d. Send Agency representatives a copy of the draft meeting notes within 7 calendar days of the meeting.

e. Agency representatives will return draft notes with edits/comment on draft notes within 7 calendar days to contractor. Contractor will address comments and distribute draft notes to technical WPKK group within 5 calendar days.

f. Contractor will bring hard copies of previous meeting’s draft notes to WPKK business meetings for distribution to group.

g. Upon receipt and addressing of all comments from Technical WPKK group members and approval of meeting notes at WPKK business meeting, contractor will distribute final meeting notes to wider WPKK distribution list.

h. Contractor may be required to provide miscellaneous clerical support related to these meetings.

2.0 DEFINITIONS

Throughout this PWS terms are defined as follows:

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

Contracting Officer’s Representative (COR): The Government employee who has been authorized in writing as the Contracting Officer’s Representative, acting within the limits of their authority.

Contract Discrepancy Report (CDR): A written record of unsatisfactory performance by the contractor as observed by the Quality Assurance Evaluator (QAE).

Quality Assurance Evaluator (QAE): The Government employees responsible for checking contractor performance.

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

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

3.0 GOVERNMENT REQUIREMENTS

The Government will provide any applicable information regarding this work to the Contractor upon request. These include but are not limited to the following items:

a. All pertinent meeting participant contact data, generally to include: participant name, official affiliation, email address, and work phone number.

b. Past WPKK meeting notes if requested and available.

c. Current WPKK Cooperating Group Operating Guidelines.

d. FCRPS Cultural Resources Annual Reports FY10-16, if available.

4.0 CONTRACTOR REQUIREMENTS

The Contractor shall provide all personnel, supervision, furnish all “standard-to-the-industry” equipment, tools, materials, supplies and other items necessary to: 1) conduct notetaking services at all WPKK business and planning meetings and any field trips planned for the calendar year; 2) travel to and from necessary meeting locations noted in Section 1. Meetings are normally held in the Portland, Oregon area and periodically in central Washington, eastern Oregon, and western Idaho. Meetings are generally conducted within one 8-hour day.

a. Task 1: Work Plan. Within seven calendar days after notice to proceed for this contract, the Contractor shall develop a Work Plan that includes, but is not limited to, the following:

1) Matrix of all Contractor and subcontractor personnel working on this project, their roles and responsibilities, including all review personnel;

2) Contract objectives and a plan on how to meet those objectives;

3) Information on notetaking strategy and planned use of technology (e.g. digital voice recorder for recordation of proceedings for later referral);

4) Contract schedule including major milestones such as WPKK draft meeting notes due dates and final deliverables.

b. Task 2: Pre-Work Meeting. The Contractor shall arrange a mutual date and time for a pre-work meeting with the Contracting Officers Representative (COR) and the Technical Point of Contact (TPOC) prior to the start of work. The purpose of the pre-work meeting shall be to clarify tasks and methods, set a schedule, and to minimize issues/problems that might arise over the course of the contract.

c. Task 3: WPKK Meeting attendance. The Contractor shall attend in person and accurately record the major discussion points, issues of contention, commitments, and decisions made at the WPKK business and annual planning meetings. Notes shall be prepared in summary style, not verbatim transcript. Record and compile the action items that meeting members committed to doing along with the due date that members committed to making. The meeting chairperson may ask the contractor to recap the discussion periodically during a meeting or to review the compiled action item list at the end of each meeting. A schedule of WPKK business meetings is provided in Section 7.0. The Government shall furnish the information specified in Section 7.0.

d. Task 4: Meeting Notes Distribution. Complete and send to designated Corps and BPA representatives an electronic copy (Microsoft Word format) of the draft meeting notes within 7 calendar days of the WPKK meeting. Corps and BPA representatives will return draft notes with edits/comment on draft notes within 7 calendar days to contractor. Contractor will address comments and distribute draft notes to technical WPKK group within 5 calendar days.

e. Task 5: Meeting Notes Finalization. Contractor will bring hard copies of previous meeting’s draft notes to WPKK business meetings for distribution to group. Upon receipt and addressing of all comments from Technical WPKK group members and approval of meeting notes at WPKK business meeting, contractor will distribute final meeting notes to wider WPKK distribution list.

f. Task 6: Miscellaneous Clerical Support. The Corps WPKK technical representative may require assistance with copying and distribution of additional WPKK meeting material including documents such as the agenda, previous meeting notes, technical reports, etc. The Contractor shall assist with clerical support immediately prior to each WPKK business and annual planning meeting. For the purposes of cost estimation, the contractor should estimate the requirement of at least 100 black and white and 50 color copies per meeting. The Contractor will maintain a current mailing list for all WPKK members.

5.0 CONTRACT MANAGEMENT

The Contractor shall provide product management and coordination for work tasks during production of the report.

The Contractor shall assign a project manager (PM) to act as a primary point of contact (POC). The PM shall be responsible for the coordination of work developed under this contract. Within three calendar days of notice to proceed for this contract, the Contractor shall advise the COR in writing of the individual so designated.

The Contractor shall be responsible for the professional and technical competence of the personnel it assigns to perform work under this contract, and will select individuals who will be able to perform the obligations under the contract. Changes to personnel assigned to this contract shall not occur without prior notification to the Government. Replacement of personnel shall be carried out as quickly as possible and in a manner that will not adversely affect the performance obligations under the contract.

6.0 SCHEDULE

Interim milestones are expected target dates and changes to these dates may be negotiated during progress review meetings without a modification to this contract. The scheduled completion date for all work is a firm performance target, requiring modification to the contract by the Contracting Officer if an adjustment to that date is required. All services required under this contract shall be completed no later than 365 calendar days from Contract award.

EVENT CALENDAR DAYS AFTER RECEIPT OF NTP

Notice‐To‐Proceed (NTP) Contract Award

Kick off meeting with TPOC & COR 7 days of award

May 2017 Meeting, Warm Springs, OR See Task 4 and 5

June 2017 (2‐day) Meeting, Mission, OR See Task 4 and 5

July 2017 Meeting, Toppenish, WA See Task 4 and 5

August 2017 Meeting, Lapwai, ID See Task 4 and 5

September 2017, Conference Call See Task 4 and 5

TBD: October 2017 Meeting, The Dalles, OR See Task 4 and 5

TBD: November 2017 Meeting, Spokane, WA See Task 4 and 5

TBD: December 2017 Meeting Portland, OR See Task 4 and 5

TBD: January 2018 Meeting Conference Call See Task 4 and 5

TBD: February 2018 Meeting The Dalles, OR See Task 4 and 5

TBD: March 2018 Meeting Walla Walla, WA See Task 4 and 5

TBD: April 2018 Meeting Portland, OR See Task 4 and 5

7.0 COORDINATION REQUIREMENTS

7.1 General. Coordination of these activities is critical to the successful completion of this contract. Every effort shall be made to resolve critical issues in a timely manner before they become problems. Communication by telephone and email is strongly encouraged. The Contractor shall provide written records of all significant conversations and email them to the COR within two working days of the call.

7.2 Government POCs for This Contract. The Contractor shall provide written records of all significant conversations. The Contractor shall be in contact with multiple Government POCs. The Contracting Officer is the only POC with the authority to direct the Contractor to perform services or change the terms of the contract. The COR is delegated specific authorities with respect to oversight and administration of the contract. Government POCs under this contract are as follows:

ASSIGNMENT PERSONNEL PHONE EMAIL

Contracting Officer Sue Jones 503‐808‐4632 Sue.Jones@usace.army.mil

Contracting Officer Rep.

Sally Bird‐Gauvin 503‐808‐4778 Sally.Bird‐Gauvin@usace.army.mil

Technical POC Tara Gauthier 503‐808‐4762 Tara.R.Gauthier@usace.army.mil

Contract Specialist Dawn Simpson 503‐808‐4607 Dawn.R.Simpson@usace.army.mil

Invoicing POC Mona McGee 503‐808‐4749 Mona.I.McGee@usace.army.mil

8.0 GENERAL REQUIREMENTS.

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

8.2 Travel. Travel will not be reimbursed at more than applicable rates cited in the Federal Travel Regulations (FTR), prescribed by the General Services Administration (GSA), for travel in the conterminous 48 United States (see website: http://www.gsa.gov/portal/category/104711). Mileage will be reimbursed at a rate not to exceed (NTE) the rates and amounts authorized for Federal civilian employees as cited in the Joint Travel Regulations (JTR), Volume 2 (see website: http://www.defensetravel.dod.mil/site/travelreg.cfm). The JTR, while not wholly applicable to Contractors shall provide the basis for determination of reasonable and allowable travel expenses.

Costs for travel shall be billed in accordance with the regulatory implementation of Public Law 99-234 and Federal Acquisition Regulation (FAR) 31.205-46 Travel Costs (subject to local policy and procedures). Exceptions to these guidelines shall be approved in advance by the Contracting Officer. Costs will be allowable only if the following information is documented:

Date and place (city, town, or other similar designation) of the expenses.

Purpose of the trip.

Name of person on trip and that person’s title or relationship to the Contractor.

8.3 Additional Services. The Contractor shall not perform any services under this contract that are considered by the Contractor or Government to be a change in work or services required by this agreement without the written approval of the Contracting Officer.

8.4 Use of Information. The information developed, gathered, assembled, and reproduced by the Contractor or his Sub-Contractors, or their associates, in fulfillment of the contract requirements as defined in or related to this performance work statement, shall not be used for any purposes at any time without the written consent of the Contracting Officer.

8.5 Scope Clarification Memorandum (if applicable). Following the initial site visit, the Contractor shall prepare a Scope Clarification Memorandum identifying any elements identified during the site visit the Contractor feels are different from the scope of services defined in this document. The scope clarification memorandum is anticipated to be one page or less and submitted to the TPOC by e-mail.

8.6 Familiarity of Terms and Concepts. The contractor will need to become familiar with technical terms, acronyms and concepts associated with the National Historic Preservation Act and related cultural resource laws in order to efficiently conduct work under this contract.

9. PERFORMANCE REQUIREMENT SUMMARY

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

Government contract quality assurance will be performed at such times and/or places as may be necessary to determine the services conform to contract requirements.

If the Contractor fails to perform at any time and the work is deemed critical by the COR, Government forces may be assigned to perform the work. If this occurs, the Contractor shall be required to reimburse the Government for the full costs of the work performed including labor, materials, transportation, and supervision.

a. Performance Requirements

Below are the criteria against which the performance will be evaluated. Work shall be considered not to have been performed when any one of the conditions as shown below exists in accordance to the Quality Assurance Surveillance Plan.

The Contractor shall be evaluated periodically during performance of this contract to ensure compliance with the proposed and accepted performance goals, regulations and guidance. This evaluation shall be performed according to the QASP. Failure to adequately complete any service or submittal to at least a satisfactory level of quality or timeliness may result in repeat of work, a poor performance evaluation, or both.

Performance Requirements Summary Table

Deliverable of Service Requirement

Measurement / Metric Surveillance Method

Frequency Procedures to be taken when performance standards not met

Work Plan Timeliness, accuracy, quality, consistency, functionality

Submittal Review Once a. Contractor revision of submittal;

b. Poor performance evaluation

Pre‐Work Meeting

Timeliness, accuracy, quality

Attendance at meeting by Technical POC

Once a. Contractor revision of submittal;

b. Poor performance evaluation

WPKK Meeting Attendance

Notetaker is present at each meeting

Observation of presence/absence by the Technical

POC

Monthly a. Contractor PM notified;

b. Poor performance evaluation

Meeting Note Distribution

Meeting notes distributed within 7 days for comment

Copy of draft notes received

Monthly a. Contractor PM notified;

b. Poor performance evaluation

Meeting Note Finalization

Final notes distributed at following meeting

Final notes received at following meeting

Monthly a. Contractor PM notified;

b. Poor performance evaluation

Miscellaneous Clerical

Misc. materials provided at meeting

Materials received

Monthly a. Contractor PM notified;

b. Poor performance evaluation

CONTRACT ADMINISTRATION AND ACCOUNTING

Deliverable of Service Requirement

Measurement / Metric Surveillance Method

Frequency Procedures to be taken when performance standards not met

Monthly Invoices Timeliness, accuracy, quality, consistency, functionality

Submittal Review Monthly a. Contractor revision of submittal;

b. Delay in payment

Monthly Progress Reports

Timeliness, accuracy, quality, consistency, functionality

Submittal Review Monthly a. Contractor revision of submittal;

b. Poor performance evaluation

b. Surveillance

100% inspection by USACE personnel, in addition to complaints from project personnel u nder this contract, will serve as the surveillance method. If the COR discovers deficiencies and/or receives complaints, the COR will pass them on to the Contractor's Quality Control Inspector (QCI) for correction.

c. Unacceptable Performance

The COR maintains the right to reject any work that is found to be in error, incomplete, illegible, or in any way not conforming to the specifications outlined in the contract. When performance is determined unacceptable, as defined in the Performance Requirements Summary, the QAE will inform the Contractor’s onsite representative that performance is unacceptable and provide written documentation.

Disputes in surveillance should be referred to the Contracting Officer.

The QAE will notify the COR and the Contracting Officer of less than acceptable performance. If any of the services do not conform to contract requirements, the Government may require the Contractor to perform the services again in conformity with contract requirements, at no increase in contract amount.

When the defect(s) in services cannot be corrected by re-performance, the Government may:

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

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

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

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

b) Issue Cure Notice;

c) Terminate the contract for Government convenience; and / or

d) Terminate the contract for Cause.

d. Correction of Non-Performance of Work

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

e. Damages Caused by the Contractor

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

f. Interference with Government Operations

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

10.0 SAFETY REQUIREMENTS

This paragraph applies to contracts that require the Contractor to comply with EM 385-1-1 (e.g., contracts that include the Accident Prevention Clause at FAR 52.236-13 and/or other safety provisions). EM 385-1-1 and its changes are available at http://www.usace.army.mil/CESO/Pages/Home.aspx. EM 385-1-1 states, “Contractors shall comply with the latest version of EM 385-1-1 (including interim changes) that is in effect on the date of solicitation.”

11.0 ANTI-TERRORISM/OPERATIONS SECURITY (AT/OPSEC)

All Contractor and all associated Sub-Contractor employees shall comply with applicable facility access and local security policies and procedures. If any of the following requirements have been fulfilled within one year prior to award of this contract, verification of such shall be provided by the Contractor to the TPOC.

a. AT Level I Training. All Contractor employees, to include Sub-Contractor employees, requiring access to Corps facilities and controlled access areas shall complete AT Level I awareness training with 30 calendar days after Contract award date. The Contractor shall submit a signed and dated training roster for each affected Contractor and Sub-Contractor employee to the TPOC and COR within five calendar days after completion of training by all employees and Sub-Contractor personnel. Obtain training DVD from the Contract Specialist.

Estimated training time is 10 minutes per individual.

b. Pre-screen Candidates using E-Verify Program. The Contractor shall pre-screen all employees using the E-verify Program (http://www.uscis.gov/E-Verify) website to meet the established employment eligibility requirements. The Prime Contractor shall ensure that each employee has two valid forms of Government issued identification to ensure the correct information is entered into the E-verify system. An initial list of verified/eligible employees must be provided to the TPOC no later than three business days after receipt of award.

12.0. CONTRACT ADMINISTRATION AND ACCOUNTING.

12.1 Monthly Progress Reports. The Contractor shall prepare a monthly progress report identifying the following information by task:

Status of services performed since the previous reporting period Discussion of issues or concerns Confirmation that services performed to date are within scope Confirmation that services performed to date are within negotiated budget

The monthly progress report shall be submitted via email to the TPOC by the 10th of each month.

12.2 Payments. In accordance with the payment clause of the contract, the Contractor shall submit monthly invoices by the 10th of each month. Payment will be made in the amount of 100 percent of the value of services shown on the monthly invoice. Submit the original invoice to the TPOC, COR and Invoicing POC. Please ensure the firm’s address shown on the invoice matches the address shown in SAM (https://www.sam.gov/portal/public/SAM/). In addition, please ensure the invoice has a period of performance (e.g., 2 Jan 15 to 06 Jun 15). Please ensure that the period of performance does not fall after the date the invoice is signed. All invoices shall be signed by the project manager. Any errors in invoice preparation will be cause for rejection. Assistance with the preparation of your invoice may be obtained from Ms. Mona McGee, at (503) 808- 4749, or Mona.I.McGee@usace.army.mil.

13.0 WALSH-HEALEY PUBLIC CONTRACTS ACT OR THE MCNAMARA-O'HARA SERVICE

CONTRACT ACT (SCA) (IF APPLICABLE)

Every employer performing work covered by the Walsh-Healey Public Contracts Act or the McNamara-O'Hara Service Contract Act (SCA) is required to post a notice of the compensation required (including, for service contracts, any applicable wage determination) in a prominent and accessible location at the worksite where it may be seen by all employees performing on the contract. A copy of the poster is available in two versions at the following DOL website:

http://www.dol.gov/whd/regs/compliance/posters/sca.htm

CONTRACT ADMINISTRATION

Contract will be administered by:

USACE, Portland District Attn: CECT-NWP-S PO Box 2946 Portland, OR 97208-2946

DAWN.R.SIMPSON@USACE.ARMY.MIL

503-808-4607

INVOICE SUBMITTAL

Invoices shall be submitted to the following:

Original to:

USACE, Finance Center Attn: CEFC-AO-P 5722 Integrity Drive Millington, TN 38054-5005

Copy to:

SALLY.BIRD‐GAUVIN@USACE.ARMY.MIL

(503) 808-4778

TARA.R.GAUTHIER@USACE.ARMY.MIL

(503) 808-4754

INSPECTION AND ACCEPTANCE TERMS

Supplies/services will be inspected/accepted at:

CLIN INSPECT AT INSPECT BY ACCEPT AT ACCEPT BY

0001 Destination Government Destination Government 000101 Destination Government Destination Government 000102 Destination Government Destination Government 000103 Destination Government Destination Government 000104 Destination Government Destination Government

DELIVERY INFORMATION

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS UIC

0001 POP 12-JUN-2017 TO

11-JUN-2018

N/A USACE PORTLAND DISTRICT

CENWP-PM-E

333 SW 1ST AVE

PORTLAND OR 97204-3440

FOB: Destination

W66QKZ

000101 N/A N/A N/A N/A

000102 N/A N/A N/A N/A

000103 N/A N/A N/A N/A

000104 N/A N/A N/A N/A

CLAUSES INCORPORATED BY REFERENCE

52.202-1 Definitions NOV 2013 52.203-3 Gratuities APR 1984 52.203-5 Covenant Against Contingent Fees MAY 2014 52.203-7 Anti-Kickback Procedures MAY 2014 52.203-17 Contractor Employee Whistleblower Rights and Requirement

To Inform Employees of Whistleblower Rights

APR 2014

52.204-7 System for Award Management OCT 2016 52.204-13 System for Award Management Maintenance OCT 2016 52.204-18 Commercial and Government Entity Code Maintenance JUL 2016 52.204-19 Incorporation by Reference of Representations and

Certifications.

DEC 2014

52.222-62 Paid Sick Leave Under Executive Order 13706 JAN 2017 52.223-4 Recovered Material Certification MAY 2008 52.223-6 Drug-Free Workplace MAY 2001 52.223-10 Waste Reduction Program MAY 2011 52.232-17 Interest MAY 2014 52.232-18 Availability Of Funds APR 1984 52.232-23 Assignment Of Claims MAY 2014 52.232-39 Unenforceability of Unauthorized Obligations JUN 2013 52.232-40 Providing Accelerated Payments to Small Business

Subcontractors

DEC 2013

52.233-1 Disputes MAY 2014 52.233-3 Protest After Award AUG 1996 52.233-4 Applicable Law for Breach of Contract Claim OCT 2004 52.242-13 Bankruptcy JUL 1995 52.244-6 Subcontracts for Commercial Items JAN 2017 52.253-1 Computer Generated Forms JAN 1991 252.201-7000 Contracting Officer's Representative DEC 1991

252.203-7000 Requirements Relating to Compensation of Former DoD Officials

SEP 2011

252.203-7002 Requirement to Inform Employees of Whistleblower Rights SEP 2013 252.203-7003 Agency Office of the Inspector General DEC 2012 252.204-7004 Alt A System for Award Management Alternate A FEB 2014 252.204-7008 Compliance With Safeguarding Covered Defense Information

Controls

OCT 2016

252.204-7012 Safeguarding Covered Defense Information and Cyber Incident Reporting

OCT 2016

252.204-7015 Notice of Authorized Disclosure of Information for Litigation Support

MAY 2016

252.211-7003 Item Unique Identification and Valuation MAR 2016 252.225-7002 Qualifying Country Sources As Subcontractors DEC 2016 252.232-7010 Levies on Contract Payments DEC 2006 252.243-7001 Pricing Of Contract Modifications DEC 1991

CLAUSES INCORPORATED BY FULL TEXT

52.212-2 EVALUATION--COMMERCIAL ITEMS (OCT 2014)

(a) The Government will award a contract resulting from this solicitation to the responsible Offerors whose proposals/offers conforming to the solicitation will be most advantageous to the Government, price and other factors considered in accordance with FAR 15.304. The basis for award is lowest priced, technically acceptable offers. Evaluation of proposals shall be by using the Lowest Price Technically Acceptable (LPTA) process (evaluation factors, when combined, when compared to price).

The following non-cost factors shall be used to evaluate offers: Technical Capabilities, Recent Relevant Experience, and Past Performance will be evaluated on an “Acceptable” or “Unacceptable” basis. Each Offeror shall show clearly that the Offeror has an understanding of the work tasks required and has the capability and work experience to accomplish the project in a timely fashion. Each offer submitted will be checked to determine whether a technically complete and acceptable offer has been provided.

The following factors shall be used to evaluate proposal/offers:

FACTOR 1: RECENT RELEVANT EXPERIENCE

The information provided in this factor shall reflect whether contractors have performed similar work before, not to be confused with Factor 2: Past Performance, where the evaluation is based how well contractors performed their services.

Recent or Relevant Experience is defined as experience that is recent, on-going or completed and has occurred within the past 3 years, and is similar to the work within this requirement. The Offeror shall provide information for 2 projects that shall include Items 1-7 below, that demonstrates recent and relevant experience as a note taker as represented within the Performance Work Statement (PWS).

The Offeror shall submit:

1. Customer/company, primary point of contact and position held, address, phone, and email;

2. Contract number, if applicable;

3. Location and State or Country;

4. Date contract and/or work began;

5. Date work was substantially completed

6. Indicate if prime or subcontractor on project;

7. A brief explanation of services provided and relevance to the work described in the PWS.

Note: To qualify as ongoing work, the work must be at least 25% complete.

Evaluation criteria:

An Offeror’s proposal will be rated “ACCEPTABLE” if the Offeror submits information on 2 projects that are recent, on-going or completed work within the past 3 years and demonstrates note taking experience. An Offeror will be considered “UNACCEPTABLE” if the Offeror does NOT submit information on 2 projects that are recent, on-going or completed work within the past 3 years and demonstrate note taking services experience.

FACTOR 2: PAST PERFORMANCE

The Offeror shall fill out the past performance information in the form of a Past Performance Questionnaire (PPQ) and Ratings Data Sheet for 2 projects that are recent and relevant projects as defined under Factor 1.

The standard Past Performance Questionnaire (PPQ) for USACE is Form PPQ-0 (9/30/11). It is included in the solicitation as an attachment. Please ensure correct phone numbers and email addresses are provided for each point of contact.

1. 2 completed PPQs and Ratings Data sheet shall be submitted with your proposal. Performance ratings shall be “Satisfactory” at a minimum. References shall be provided with at least the minimum information as shown below:

a. Contract Number and Contract Title

b. Date of Contract Award

c. Point of Contact Information: Reference name, valid telephone number and email address

d. Magnitude of Contract/Services Performed

e. Description of Project

2. Offerors should follow-up with references to ensure questionnaire reflects accurate information.

3. Offerors shall not incorporate by reference into their proposal PPQs previously submitted for other solicitations.

4. Include performance recognition documents received within the last three (3) years such as awards, award fee determinations, customer letters of commendation, and any other forms of performance recognition.

5. The Government may call references to verify past performance information. The Government also reserves the right to use other information, e.g. personal knowledge, pre-award survey, past performance information systems, etc. during the evaluation. While the Government may elect to consider data from other sources, the burden of providing detailed, current, accurate and complete past performance information rests with the Offeror.

An Offeror’s proposal shall be rated as “ACCEPTABLE” if 2 completed PPQs are submitted that have performance ratings of satisfactory or higher on recent and relevant projects as defined in Factor 1 above. In the case where an Offeror’s past performance is unknown, the Offeror will be given an “ACCEPTABLE” rating as described in the note below. An Offeror’s proposal will be rated “UNACCEPTABLE” if 2 completed PPQs are NOT submitted that have performance ratings of satisfactory or higher on recent and relevant projects as defined in Factor 1 above.

* Note: In the case of an Offeror without a record of relevant past performance or for whom information on past performance is not available or so sparse that no meaningful past performance rating can be reasonably assigned, the Offeror may not be evaluated favorably or unfavorably on past performance (FAR 15.305 (a)(2)(iv)). Therefore, the Offeror shall be determined to have unknown past performance. In the context of acceptability/unacceptability, “unknown” shall be considered “acceptable.”

FACTOR 3: TECHNICAL CAPABILITIES

The Offeror shall demonstrate technical capabilities of note taking as defined in the PWS.

1. Describe how the note taker will accomplish Task 1 of the PWS to ensure their role and responsibilities are understood.

2. Provide experience taking notes and use of Automated Data Processing technology (ADP) (Word, other).

3. Describe how the contractor will ensure that note takers attend all meetings.

An Offeror will be considered “ACCEPTABLE” if the criteria submitted demonstrates the technical capabilities of the contractor clearly indicates the understanding and experience required to successfully perform services. An Offeror will be considered “UNACCEPTABLE” if the criteria submitted demonstrates the technical capabilities of the contractor does NOT clearly indicate the understanding and experience required to successfully perform services.

(b) Options (only if applicable). The Government will evaluate offers for award purposes by adding the total price for all options to the total price for the basic requirement. The Government may determine that an offer is unacceptable if the option prices are significantly unbalanced. Evaluation of options shall not obligate the Government to exercise the option(s).

(c) A written notice of award or acceptance of an offer, mailed or otherwise furnished to the successful Offeror within the time for acceptance specified in the offer, shall result in a binding contract without further action by either party. Before the offer's specified expiration time, the Government may accept an offer (or part of an offer), whether or not there are negotiations after its receipt, unless a written notice of withdrawal is received before award.

(End of provision)

52.212-4 CONTRACT TERMS AND CONDITIONS-- COMMERCIAL ITEMS (JAN 2017)

(a) Inspection/Acceptance. The Contractor shall only tender for acceptance those items that conform to the requirements of this contract. The Government reserves the right to inspect or test any supplies or services that have been tendered for acceptance. The Government may require repair or replacement of nonconforming supplies or reperformance of nonconforming services at no increase in contract price. If repair/replacement or reperformance will not correct the defects or is not possible, the Government may seek an equitable price reduction or adequate consideration for acceptance of nonconforming supplies or services. The Government must exercise its post-acceptance rights (1) within a reasonable time after the defect was discovered or should have been discovered; and

(2) before any substantial change occurs in the condition of the item, unless the change is due to the defect in the item.

(b) Assignment. The Contractor or its assignee may assign its rights to receive payment due as a result of performance of this contract to a bank, trust company, or other financing institution, including any Federal lending agency in accordance with the Assignment of Claims Act (31 U.S.C. 3727). However, when a third party makes payment (e.g., use of the Governmentwide commercial purchase card), the Contractor may not assign its rights to receive payment under this contract.

(c) Changes. Changes in the terms and conditions of this contract may be made only by written agreement of the parties.

(d) Disputes. This contract is subject to 41 U.S.C. chapter 71, Contract Disputes'', as amended (41 U.S.C. 601-613).

Failure of the parties to this contract to reach agreement on any request for equitable adjustment, claim, appeal or action arising under or relating to this contract shall be a dispute to be resolved in accordance with the clause at FAR 52.233-1, Disputes, which is incorporated herein by reference. The Contractor shall proceed diligently with performance of this contract, pending final resolution of any dispute arising under the contract.

(e) Definitions. The clause at FAR 52.202-1, Definitions, is incorporated herein by reference.

(f) Excusable delays. The Contractor shall be liable for default unless nonperformance is caused by an occurrence beyond the reasonable control of the Contractor and without its fault or negligence such as, acts of God or the public enemy, acts of the Government in either its sovereign or contractual capacity, fires, floods, epidemics, quarantine restrictions, strikes, unusually severe weather, and delays of common carriers. The Contractor shall notify the Contracting Officer in writing as soon as it is reasonably possible after the commencement or any excusable delay, setting forth the full particulars in connection therewith, shall remedy such occurrence with all reasonable dispatch and shall promptly give written notice to the Contracting Officer of the cessation of such occurrence.

(g) Invoice.

(1) The Contractor shall submit an original invoice and three copies (or electronic invoice, if authorized) to the address designated in the contract to receive invoices. An invoice must include--

(i) Name and address of the Contractor;

(ii) Invoice date and number;

(iii) Contract number, line item number and, if applicable, the order number;

(iv) Description, quantity, unit of measure, unit price and extended price of the items delivered;

(v) Shipping number and date of shipment, including the bill of lading number and weight of shipment if shipped on Government bill of lading;

(vi) Terms of any discount for prompt payment offered;

(vii) Name and address of official to whom payment is to be sent;

(viii) Name, title, and phone number of person to notify in event of defective invoice; and

(ix) Taxpayer Identification Number (TIN). The Contractor shall include its TIN on the invoice only if required elsewhere in this contract.

(x) Electronic funds transfer (EFT) banking information.

(A) The Contractor shall include EFT banking information on the invoice only if required elsewhere in this contract.

(B) If EFT banking information is not required to be on the invoice, in order for the invoice to be a proper invoice, the Contractor shall have submitted correct EFT banking information in accordance with the applicable solicitation provision, contract clause (e.g., 52.232-33, Payment by Electronic Funds Transfer—System for Award Management, or 52.232-34, Payment by Electronic Funds Transfer--Other Than System for Award Management), or applicable agency procedures.

(C) EFT banking information is not required if the Government waived the requirement to pay by EFT.

(2) Invoices will be handled in accordance with the Prompt Payment Act (31 U.S.C. 3903) and Office of Management and Budget (OMB) prompt payment regulations at 5 CFR part 1315.

(h) Patent indemnity. The Contractor shall indemnify the Government and its officers, employees and agents against liability, including costs, for actual or alleged direct or contributory infringement of, or inducement to infringe, any United States or foreign patent, trademark or copyright, arising out of the performance of this contract, provided the Contractor is reasonably notified of such claims and proceedings.

(i) Payment.--

(1) Items accepted. Payment shall be made for items accepted by the Government that have been delivered to the delivery destinations set forth in this contract.

(2) Prompt payment. The Government will make payment in accordance with the Prompt Payment Act (31 U.S.C.

3903) and prompt payment regulations at 5 CFR part 1315.

(3) Electronic Funds Transfer (EFT). If the Government makes payment by EFT, see 52.212-5(b) for the appropriate EFT clause.

(4) Discount. In connection with any discount offered for early payment, time shall be computed from the date of the invoice. For the purpose of computing the discount earned, payment shall be considered to have been made on the date which appears on the payment check or the specified payment date if an electronic funds transfer payment is made.

(5) Overpayments. If the Contractor becomes aware of a duplicate contract financing or invoice payment or that the Government has otherwise overpaid on a contract financing or invoice payment, the Contractor shall--

(i) Remit the overpayment amount to the payment office cited in the contract along with a description of the overpayment including the--

(A) Circumstances of the overpayment (e.g., duplicate payment, erroneous payment, liquidation errors, date(s) of overpayment);

(B) Affected contract number and delivery order number, if applicable;

(C) Affected line item or subline item, if applicable; and

(D) Contractor point of contact.

(ii) Provide a copy of the remittance and supporting documentation to the Contracting Officer.

(6) Interest.

(i) All amounts that become payable by the Contractor to the Government under this contract shall bear simple interest from the date due until paid unless paid within 30 days of becoming due. The interest rate shall be the interest rate established by the Secretary of the Treasury as provided in 41 U.S.C.

7109, which is applicable to the period in which the amount becomes due, as provided in (i)(6)(v) of this clause, and then at the rate applicable for each six-month period as fixed by the Secretary until the amount is paid.

(ii) The Government may issue a demand for payment to the Contractor upon finding a debt is due under the contract.

(iii) Final decisions. The Contracting Officer will issue a final decision as required by 33.211 if--

(A) The Contracting Officer and the Contractor are unable to reach agreement on the existence or amount of a debt within 30 days;

(B) The Contractor fails to liquidate a debt previously demanded by the Contracting Officer within the timeline specified in the demand for payment unless the amounts were not…