Solicitation.pdf

SEE ADDENDUM

(No Collect Calls)

W9127N-17-R-0023 20-Jul-2017

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

03:00 PM 21 Aug 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

ERIC J OLDENKAMP

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 16. ADMINISTERED BY

SEE SCHEDULE

12. DISCOUNT TERMS11. DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

X SEE SCHEDULE

14. METHOD OF SOLICITATION

RFQ IFB RFPX

FAX:

TEL: SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

8(A)

HUBZONE SMALL

BUSINESS

SIZE STANDARD:

$7.5 Million

NAICS:

541320

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 OF72

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-R-0023

Section SF 1449 - CONTINUATION SHEET

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

Master Planning Services

FFP

The Contractor shall provide all labor, materials, equipment and transportation necessary to perform master planning services. Requirements will be competed through soliciting a request for quotes (RFQ) from all contractors in the Multiple Award Task Order (MATOC) pool.

NET AMT

CONTRACT MINIMUM/MAXIMUM QUANTITY AND CONTRACT VALUE

The minimum quantity and contract value for all orders issued against this contract shall not be less than the minimum quantity and contract value stated in the following table. The maximum quantity and contract value for all orders issued against this contract shall not exceed the maximum quantity and contract value stated in the following table.

MINIMUM

QUANTITY

MINIMUM

AMOUNT

MAXIMUM

QUANTITY

MAXIMUM

AMOUNT

$5,000.00 $5,500,000.00

OFFEROR CHECKLIST

In order for an offer to be considered responsive, the Offeror shall submit the information listed in the checklist below. Failure to submit all the required information prior to the closing of the solicitation will result in the offer being nonresponsive.

Responsive Proposal Submission Checklist Offeror's Initials of Items Included in Submission

1. Filled-Out SF 1449 (Blocks 17A, 30A, 30B and 30C) 1. _________________________

2. Signed Amendment(s) – SF1449 (If Applicable) 2. _________________________ (Blocks 8, 15A, 15B and 15C)

3. Submission of Volumes 1 (Technical) and 2 (Price) IAW Instructions 3. _________________________ to Offerors found in provision 52.212-1 and its addendum

4. Submit provisions 52.209-7 and 52.212-3 Alt I with 4. _________________________ requested information completed when applicable or marked “N/A”

All inquiries shall be submitted to Eric Oldenkamp, Contract Specialist, at eric.j.oldenkamp@usace.army.mil.

Additional information can be found in Instructions to Offerors.

Offers shall be in the possession of the Government prior to the closing date / time located in Block 8 of the SF 1449. Offerors shall confirm with the Contract Specialist of the receipt of offers.

STATEMENT OF WORK

1 GENERAL

This is a non-personal, commercial service, Indefinite Delivery Indefinite Quantity (IDIQ), performance-based Multiple Award Task Order Contract (MATOC) to provide Master Plan (MP) and Water Management Water Control Manual (WCM) Revisions for the U.S. Army Corps of Engineers, Northwestern Division (USACE);

encompassing the Portland District (NWP), Seattle District (NWS), and Walla Walla District (NWW). Resultant contract will have a three-year period of performance, a pool of 2-3 Contractors and an overall capacity of $5.5 million (M) dollars.

This scope of work identifies the variety of MP and WCM services provided for under this contract in categories of tasks. Task Orders will be written against this contract as new projects are identified. Task orders will be competed amongst MATOC pool members. Each task order will include a Performance Work Statement (PWS) that will identify the specific tasks of the requirement with measurable outcomes. A Quality Surveillance Assurance Plan (QASP) will be used to monitor Contractor performance based upon the requirement of the PWS.

The Contractor (KTR) shall have technical expertise in producing large scale regional watershed Master Plans;

preparing and producing the National Environmental Policy Act (NEPA) documents and other documents related to environmental and cultural/historic compliance. KTR shall also have experience with large regional public, stakeholders and tribal outreach programs to obtain public comments and responses. These types of documents address and analyze water and related land resource management activities to identify the recreational, cultural and natural resource needs at USACE water resource development projects resulting in a need to revise or update one or more Master Plans or similar documents. These documents are used for USACE to develop Operations and Management Plans (OMP) of project facilities and lands.

Many of the master planning documents are outdated and need updating to reflect current conditions. These land and water use management documents encompass interrelated tasks involving the analysis of environmental, recreational and socioeconomic trends within a generalized conceptual framework that includes regional and ecosystem needs;

project resource capabilities and suitability; expressed public interests that are compatible with project authorized purposes; and, environmental sustainability elements. Revisions to these documents shall ensure that economy, quality, and need shall be given sufficient attention in the management of project resources and facilities, and accomplished at the appropriate scale in a system-wide approach. The KTR shall perform services required to complete the revision of a USACE project Master Plan (MP) or a regional/watershed-based Master Plan. Revisions will be prepared in accordance with Corps policy outlined in the following regulations and guidance memoranda:

Engineering Regulation (ER) 1130-2-550

ER/EP 1130-2-540

The Civil Works Review Policy 1165-2-214 The National Environmental Policy Act (NEPA) NEPA, 42 U.S.C. § 4321 et seq., The Council on Environmental Quality (CEQ) regulation for implementing the Procedural Provisions of

NEPA, 40 CFR Parts 1500-1508.

USACE implementing NEPA regulations, 33 CFR 230 CEQ Guidance on Effective Use of Programmatic NEPA (December 18, 2014) The KTR shall comply with all applicable federal statutes.

The KTR shall adhere to all state and local laws and regulations.

The KTR shall perform services required to complete the revision of USACE project WCM. The individual manuals typically outline the regulation schedules for each project, including operating criteria, guidelines and rule curves as well as specifications for storage and releases from the reservoirs. The WCM also outline the coordination protocol and data collection, management and dissemination associated with routine and specific water management activities (such as flood control operations or drought contingency operations). Revisions shall be prepared in accordance with Corps policy outlined in the following regulations and guidance memoranda:

ER 1110-2-240

ER 1110-2-8156

EM 1110-2-3600

ER 1130-2-530

ER 1110-2-1941

The KTR shall comply with all applicable federal statutes.

The KTR shall adhere to all state and local laws and regulations.

2 DEFINITIONS

Throughout this contract terms are defined as follows:

a. Contractor (KTR): Private contractor awarded work to be performed under this MATOC.

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

c. Contracting Officer’s Representative (COR): The Government employee who is authorized to provide technical direction within the scope of work (but cannot change scope of work) and accept completed work.

d. Contract Discrepancy Report (CDR): A written record of unsatisfactory performance by the KTR as observed by the TL.

e. Metadata: Any data, database(s) and/or geospatial data produced through this Contract must be documented through the preparation of standard metadata (data about data) descriptions. The KTR shall ensure that the metadata delivered is compliant with the International Organization for Standardization (ISO) 19115:2003, North American Profile (NAP). The Standard is available for purchase at:

http://www.webstore.ansi.org.

f. Performance Requirements Summary (PRS): Identifies critical success factors for the contract. It identifies both the performance objectives for those factors and the performance threshold required for each performance objective. The Government reserves the right to survey all services called for in the contract to determine whether or not the performance objectives and goals were met.

g. Project Manager (PM): The Government employee who is the point of contact for the project.

h. Quality Assurance (QA): A method used by the Government to provide some measures of control over the quality of services received.

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

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

k. Quality Control (QC): A method implemented by the KTR to control the quality of goods and services provided.

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

m. Quality Control Plan (QCP): A plan developed by the KTR which includes quality control actions necessary to meet the quality standards set forth by the contract. The plan should be in compliance with the PWS. Once approved by the Government, the plan becomes a part of the QASP.

n. Technical Lead (TL): The Government employee who is the point of contact for technical aspects of this contract.

3 GOVERNMENT WILL FURNISH

If applicable, the current project Master Plans and/or Water Control Manuals requiring revision.

4 CONTRACTOR SHALL FURNISH

The KTR, operating as an independent company and not as an agent of the Government, shall provide all labor, materials, facilities and equipment to perform all work identified in each individual task order. The KTR shall be cognizant of all appropriate federal, state and local laws, regulations, executive orders and guidance. The KTR shall ensure that all work activities performed by company personnel, subcontractors and suppliers are executed as required by these laws and regulations. Any incident of noncompliance noted by the KTR shall immediately be brought to the attention of the Contracting Officer (KO) and/or the Contracting Officer's Representative (COR) by written notice. Nothing in this contract shall relieve the KTR of the responsibility to comply with these laws and regulations. Any conflicts between laws/regulations and contract/task order requirements shall be brought to the attention of the KO and COR.

4.1 KEY PERSONNEL

The KTR shall provide the following key personnel with minimum requirements:

Key Personnel - Labor Categories and Minimum Requirements.

Position Experience Description Education Project Manager

At least ten (10) years demonstrated experience as a Project Manager or related discipline(s), including supervisory experience of complex, schedule-driven site characterization projects.

The Project Manager is responsible for the technical direction of assigned staff and resources in performing master planning efforts of large watershed master plans. He/she is responsible for project oversight, ascertaining the technical direction of assigned efforts, and controlling schedule and cost. The Project Manager solves technical problems and is responsible for interfacing with USACE project technical personnel. In addition, he/she is adept at oral and written communication.

The Project Manager has a working knowledge of the USACE land and water based overall master planning efforts.

M.S. degree in an associated discipline or a B.S. plus equivalent experience.

Senior Regional Planner

At least eight (8) years demonstrated experience in regional/watershed related discipline(s) including supervisory or management experience of complex projects.

Senior Regional Planner addresses regional/watershed planning that addresses region-wide environmental, social, and economic issues which are necessary in a large scale master planning project. They also support the Project/Study Manager for managing all aspects of the specified project/study at hand. He/she manages data collection, field investigations, including data management, decisions, interfacing with USACE, and report preparation. In addition, he/she is adept at oral and written communication.

The Senior Regional Planner is familiar with USACE and other federal and local laws and regulations, as well as NEPA process requirements.

M.S. degree in an associated discipline or a B.S. plus equivalent experience.

Key Personnel - Labor Categories and Minimum Requirements.

Position Experience Description Education Senior Environmental Compliance Specialist

At least six (6) years demonstrated experience as lead NEPA specialist for documentation, environmental analysis, planning, scheduling, along with communicating and collaborating directly with regulatory agencies, stakeholders, federal, state and local government agencies.

Extensive knowledge of NEPA:

Regulations and legal precedents on federal/state environmental laws and regulations.

Compliance procedures, policy and guidance.

Experience as a NEPA lead on projects in the office and in the field with environmental investigation, analysis, due diligence, and compliance. Prepare, research, review and edit environmental and technical documents and reports. He/she is adept at oral and written communication.

M.S. degree in an associated discipline or a B.S. degree in an environmental science related field or Environmental Engineering plus equivalent experience.

Technical Writer

At least six (6) years of experience as a Technical Writer. Demonstrated strong writing and communication skills and be proficient in Microsoft Office programs.

Experience with handling large amounts of complex data to produce a document with consistency of technical content. Responsible for writing and editing data from a number of internal and external team members to ensure accuracy of project document. Manages flow of information among all team members and responsible to communicate the information to people with diverse backgrounds.

B.S./B.A. plus equivalent experience.

Staff Environmental Scientist

At least four (4) years demonstrated experience in a biological or earth sciences related disciplines

Works under the direction of the Senior Environmental Compliance Specialist, Regional Planner and Project/Study Manager to conduct research or perform investigations for the purpose of environmental site characterization. Using knowledge of various scientific disciplines, may collect, synthesize, study, report, and recommend action based on data derived from existing reports and observations of fish and wildlife, sediment, fauna, soil, water, and other sources.

B.S. degree in an associated discipline.

Landscape Architect

Five (5) or more years demonstrated experience in regional master planning, working with a large multi-disciplinary team. Registered Landscape Architect in Oregon and/or Washington

Demonstrated planning and design skills including hand rendering and graphics with proficient use of additional design tools including AutoCAD, SketchUp and Adobe Creative Cloud suite. Proficiency in 3ds Max, Revit, other modeling tools and ArcGIS would be a plus.

B.S. degree and/or Master’s Degree in Landscape Architecture from an accredited college/university.

Geographic Information Systems (GIS) Specialist

Four (4) or more years demonstrated experience working with cartographic software and analytical tools for environmental site characterization.

Collects, analyzes, and interprets geographic information provided by geodetic surveys, aerial photographs, and satellite data. Researches, studies, and prepares maps and other spatial data in digital or graphic form for environmental site characterization and regulatory decision-making purposes. Works with GIS applications to provide spatial analysis of environmental data. Designs and evaluate algorithms, data structures, and user interfaces for GIS and mapping systems.

B.S./B.A. degree in an associated discipline.

4.2 OTHER PERSONNEL

The KTR shall also provide the following other personnel.

Other Personnel – Job Descriptions Position Description Staff Regional Planner B.S. degree in Regional Planning/Landscape Architect or other associated discipline.

Senior Economist 5+ years in the field of Economics with a MS degree in an associated discipline or a BS with equivalent experience. Research and analyze economic issues, conduct and collect data, analyze data using mathematical models and statistical techniques. Prepare reports, tables, and charts that present research results. Interpret and forecast trends.

Economists study the production and distribution of resources, goods, and services by collecting and analyzing data, researching trends, and evaluating economic issues.

Staff Economist B.S. degree in Economics or associated discipline Civil Engineer Professional Engineer License in Civil Engineering. MS degree in an associated discipline or a BS with equivalent experience. Civil Engineers put into practice the technological tools and knowledge bases that are needed to address infrastructure issues.

Archeologist Archeologist with a MS degree in an associated discipline or a BS with equivalent experience.

Geotechnical Engineer Professional Engineer License in Geotechnical Engineering. MS degree in an associated discipline or a BS with equivalent experience.

Geotechnical Engineer Technician B.S. degree in Geotechnical Engineering or other associated discipline.

Senior Hydrologist 10+ years in the field of Hydrology. MS degree in an associated discipline or a BS with equivalent experience.

Staff Hydrologist Less than 5 years of experience as a hydrologist with a BS in associated discipline Clerical Provide administrative support by handling information requests from team, and performing clerical functions such as preparing correspondence, producing documents, receiving visitors, arranging conference calls, and scheduling meetings. High School or equivalent degree.

5 BASIC LIST OF SEVICES

The following is a basic list of services that are covered under this IDIQ MATOC. Actual performance requirements will be identified at the task order level and may include, but are not limited to, the following items:

5.1 TASK 1, ADMINISTRATIVE

5.1.1 Workflow Management

The KTR shall provide product management and coordination for work tasks for awarded task orders.

The KTR 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. Within three calendar days of receipt of an awarded task order, the KTR shall advise the USACE Contracting Officer’s Representative (COR) in writing of the individual so designated.

5.1.2 Work Plan and Project Schedule

The purpose of the work plan is to ensure the document revisions will be developed in an efficient and cost effective manner. It also serves as a dynamic mechanism to guide work throughout the process.

The KTR shall prepare a work plan which shall include the following items:

(a) Matrix of all KTR and sub-KTR personnel on this project, their roles and responsibilities, including all review personnel;

(b) Information needs and means of obtaining information;

(c) Project objectives and a plan on how to meet those objectives;

(d) Information on project organization; and

(e) Project schedule based on completion date requirements. The schedule shall include all work items, milestones, durations, predecessors, source materials and study requirements, data delivery dates, completion dates, deliverables, review processes (including the Agencies design review and checking system (DrChecks) comment and response periods) and all coordination activities.

5.1.3 Quality Control Plan

The Quality Control Plan (QCP) is a management plan for producing a quality product or service, on schedule and within budget. The KTR shall submit QCP(s) addressing each task for approval prior to beginning any work. QCPs shall outline quality control (QC) and quality assurance (QA) procedures that shall ensure the stated accuracy specifications are met. The QCP shall be in accordance with USACE ER 1110-1-12, “Quality Management.” USACE ER 1110-1-12 can be viewed at the following website: http://www.publications.usace.army.mil/USACEPublications/EngineerRegulations.aspx.

5.2 TASK 2, MEETING, SITE VISITS, COORDINATION AND DOCUMENT DATA

REQUIREMENTS

5.2.1 Conduct Site Visits.

Site visits shall include travel to the project areas so the KTR may familiarize themselves and their staff with the project, the project’s Natural Resource Management (NRM) staff and their resource management issues/concerns.

5.2.2 KTR and USACE Team Meetings

KTR team meetings with USACE shall occur throughout the project. Meeting occurrences will be identified in each project specific task order. These could be weekly, bi-weekly or monthly. There will also be work progress reviews after each milestone. These meetings will be for reviewing progress, identifying/resolving questions and/or concerns related to the project. The KTR shall provide agenda’s meeting minutes and keep an “Action Item” log.

5.2.3 Geographical Information Services (GIS) and Computer Aided Design (CAD) Drafting Capability

The KTR shall review and analyze existing GIS data to evaluate/development/supplement project maps and drawings to be used in project documents and public meetings. Existing maps shall be reviewed for relevance to the revised MP and WCM, and shall be reused if compliant with the national USACE Geospatial Data Management Plan and district requirements and standards. It is anticipated that the KTR shall develop additional GIS data layers and metadata to update existing maps or create new maps and drawings as needed to fully document the project resources, potential land use needs and objectives. Some items that will be included in these maps and drawings are: project boundaries;

land use classifications; vegetation; habitat; wetlands and other water resources; existing recreational uses and potential features; roads; trails; location of prominent or sensitive features; special status species; and historic and cultural resources. The KTR shall develop new and additional data layers as needed to fully document the project resources and potential land use needs and objectives. KTR shall submit digital mapping shall be submitted in AutoCAD Civil3D compatible files (*.raw.*XYZ, *.txt, *.csv, and as required by specific performance task order).

5.2.4 Photographic Documentation

The KTR shall review existing historical photos, identify where new photos are needed for inclusion in the document revisions and provide additional photographs of significant features of the study area using current technology such as LIDAR, Google Maps, along with current digital photos. The number and quality of the photographs shall be sufficient to document significant changes, features and issues.

Such photographs will be included in the Master Plan to add to the reader’s understanding of the goals and objectives of the Master Plan document.

5.2.5 Project Document Control

KTR shall provide and maintain a method for document storage with version control for active/current document versions to be shared and accessible by both KTR and USACE.

5.3 TASK 3, PUBLIC AND STAKEHOLDER OUTREACH AND TRIBAL COORDINATION

5.3.1 Public Outreach

KTR shall provide public and stakeholder outreach that involves:

(a) Public and stakeholder scoping process to support initiation of the NEPA process and the development of a framework for a joint compliance process that integrates the document (whether a MP or WCM) with the NEPA document.

(b) Ensure that the goal of the public and stakeholder outreach and coordination process is to gain meaningful input from interested parties.

(c) Conveying clear project messaging to interested parties.

(e) Participating in creating and reviewing a public participation plan for consistency with the overall project objectives, USACE and stakeholders.

(f) Creates and manages a project public outreach website development/SharePoint site.

(g) Comment tracking and response matrix.

(h) Hold public meetings and provide support/logistics/advertising. Secure suitable meeting locations.

(i) Develop list of interested stakeholders and create a notification process.

(j) Develop PowerPoint presentation on USACE templates to facilitate public meetings.

(k) All documents sent out to the public or stakeholders shall be approved by USACE.

(l) Providing graphic material to be used for public and tribal outreach that may include, but is not limited to:

Project factsheets Brochures Flyers or other products for public dissemination Newspaper ads Graphic Maps Backgrounder Letters

Video(s) Displays Frequently asked questions

5.3.2 Tribal Coordination

Along with the public outreach process the KTR shall coordinate with USACE to establish a tribal coordination process the intent and conditions for tribal input and that coincides with the public outreach milestones.

5. 4 TASK 4, LEVEL ONE AND TWO NATURAL RESOURCE INVENTORIES

The KTR shall develop natural resource inventories. The KTR shall provide Level 1 and/or Level 2 for use in the development of the master plan revisions. Engineer Regulation (ER) 1130-2-540, Section 2-2.c(1) mandates that natural resources inventories be conducted at Corps of Engineers operational projects in order to provide the data needed to make the best management decisions for project lands.

5.4.1 Level One Natural Resource Inventories

Level One inventories are of a general nature and will be conducted to provide baseline information.

This data will be used to support the resource objectives and land use classifications. Level One inventories shall be conducted in sufficient detail to determine general plant and animal composition, acreage of dominant vegetation types, soil types, land use capabilities and the presence of special status species and their critical habitat occurring on project lands and waters. The Level One inventory shall in most cases be accomplished using available existing information that is readily available from a variety of sources.

5.4.2 Level Two Natural Resource Inventories

Level Two inventories are prepared in support of the resource objectives and/or land use classifications identified. These inventories are required for the effective development, execution, and evaluation of specific natural resources management prescriptions. Level Two inventories include detailed analysis of special status species to determine the existence of any new populations of special status species occurring on project lands or to determine significant changes in the existing population levels of these species. Level Two inventories for wetlands designations will be based not only on soils and vegetation inventory data, but also on other critical factor information such as hydrology and hydraulics as determined by expert wetland professionals.

5.5 TASK 5, HISTORICAL AND CULTURAL DOCUMENTS

5.1 Literature Review

The KTR shall locate and review archaeological site records, cultural resources studies, and archaeological/historic site surveys within the project area. The KTR shall use a literature review to inform themselves and the USACE about the nature of cultural resources and make predictive and analytical statements regarding the nature of the known and predicated cultural resources within the project area. The KTR shall include the following in the literature review:

(a) Reports, current bibliographies, archaeological testing reports, monitoring reports, site/survey records, maps, Oregon State Historic Preservation Office (SHPO) historic and archaeological databases systems located at http://www.oregon.gov/OPRD/HCD/SHPO/pages/index.aspx, and Washington Department of Archeology and Historic Preservation (DAHP) Washington Information System for Architectural and Archaeological Records Data (WISAARD) at www.dahp.wa.gov. Note:

records prior to 1997 are available through WISAARD, but are not displayed in the map format.

(b) The most current Historic Properties Management Plan (HPMP) for the project area.

(c) Historical photos, oral histories, historic contexts, and any available information at university and public libraries, local historic societies, libraries and county offices and the Corps library.

(d) Historic documentation, photos, aerial photos can be researched by the KTR at the Corps Portland District library and aerial photography office.

(e) Master Plans will ensure that cultural resource mandates are incorporated utilizing applicable cultural resource laws, regulations, executive orders (EO) and Engineering Regulations (ER) and Engineering Pamphlets (EP):

- National Historic Preservation Act

- Archaeological Resources Protection Act

- Native American Graves and Repatriation Act

- American Indian Religious Freedom Act

- Religious Freedom Restoration Act of 1993

- ER/EP 1130-2-540,

- ER/EP 1130-2-550

- EO 13175: Consultation and Coordination with Indian Tribal Governments

- EO 13084: Government to Government Relations with Native American Tribal Governments.

- EO 13007: Indian Sacred Sites

- Executive Memorandum: Government to Government Relations with Native American Tribal Governments.

- US Department of Defense: American Indian and Alaska Native Policy

- US Department of Defense: Integrations with Federally Recognized Tribes

(f) Current archaeological and cultural resources research relevant to the project area.

5.6 TASK 6, PRELIMINARY HAZARDOUS, TOXIC AND RADIOACTIVE WASTE

MATERIALS (HTRWM) DOCUMENTS

The KTR shall review database of relevant environmental information and incorporate this information into project documents.

a) Review of current USACE documents of the project area.

b) Database review of HTRWM clearinghouse of relevant environmental information as maintained by Environmental Data Resources, Inc.

5.7 TASK 7, DOCUMENT REVISIONS

5.7.1 Information Review and Gathering

Gather and review existing documents, technical data, existing conditions and information. The KTR shall become familiar with specific authorizations for each water resource development project and ensure professional employees assigned to this work have an understanding and knowledge of USACE Regulations and Guidance Memoranda regarding preparation of Master Plans, Water Control Manuals and supporting documents including NEPA and other reports for compliance with other environmental laws.

The KTR shall coordinate with USACE to identify portions of the documents in need of revisions, pertinent information that can be incorporated into the revised documents, new resources and issues affecting the projects and management concerns that need to be addressed. For revision of documents, the KTR shall research and identify new and updated data to address and incorporate into the applicable report. Some of these may include current or future issues, new regulations, environmental resources and impacts, recreation and climate change.

5.7.2 Socio-Economic Data Analysis

KTR shall prepare a regional socio-economic impact analysis associated with current and future visitation to project site areas where required. The KTR shall prepare a regional impact analysis that includes primary and secondary impacts. The KTR shall evaluate impacts using the local region of influence; the analysis will focus on the proposed actions. On USACE managed areas information on visitation will be provided to the KTR. KTR shall gather other visitation statistic from other sources.

5.7.3 Develop/ Revise Project Land and Water Surface Development Plans for all Fee Lands, Waters and Easements

Review and analyze existing information and maps:

Revise existing maps and drawings Create new maps and drawings

5.7.3 Master Plan Document Revisions

The primary goals of the MP are to prescribe an overall land use management plan including resource objectives and associated design and management concepts. Surface water recreational use may need to be addressed at some projects. Master Plans and their associated NEPA documents shall include the requirements of all pertinent ER/EP listed in Paragraph 1. MP goals include the following:

a) Provide the best management practices to respond to regional needs, resource capabilities and suitability and expressed public interests consistent with authorized project purposes;

b) Protect and manage natural and cultural resources at the project through sustainable environmental stewardship programs;

c) Provide public outdoor recreation opportunities that support project purposes and public demands created by the project itself while sustaining project natural resources;

d) Recognize the particular qualities, characteristics and potentials of the project;

e) Provide consistency and compatibility with national objectives and other state and regional goals and programs.

f) Include NEPA process and integration into the revised documents.

The KTR shall utilize data from Level One and/or Level Two Natural Resource Inventories and Cultural Resource Management Plans (CRMP) and/or Historic Properties Management Plans and other project data documents. KTR shall complete data collection on missing information for inclusion into the document revisions.

USACE district Master Plan revisions across the country following the headquarters memorandum identifies the need for consistency and identify the following chapters associated with the document content. These chapters can be adjusted according to separate task order requirements.

5.7.3.1 Chapter 1 – Introduction

KTR shall describe general project information such as: project authorization, project purpose, MP/EAs revision of purpose and scope, watershed description, and other pertinent project data. The MP shall reference the legal authorities and responsibilities which guide the project’s role within the region, watershed and ecosystem.

5.7.3.2 Chapter 2 – Project Settings and Factors Influencing Management and Development

The KTR shall perform a resource and recreation use analysis to include the inventory and identification of broad categories of natural resources to serve as the basis for subsequent land classifications decisions and further development of resource capabilities. Per ER 1130-2-550, Section 3-5c, and EP 1130-2-540 Chapter 2, the KTR shall develop a resource analysis that reviews natural resource data to determine the suitability of projects lands and waters for significant natural resource related management activities. At a minimum, the KTR shall assess the following items:

(a) Description of reservoirs and navigation pools

(b) Hydrology- surface water and groundwater

(c) Sedimentation and shoreline erosion

(d) Water quality

(e) Project access

(f) Climate – climate change

(g) Topographic, geology, and soils

(h) Resource Analysis (Level 1 Inventory Data)

Fish and Wildlife Resources Vegetative Resources Threatened and Endangered Species Invasive Species Ecological Setting Wetlands

(i) Borrow Areas and Utilities

(j) Mineral and Timber Resources

(k) Paleontology

(l) Cultural Resources

(m) Interpretation/Visual Qualities

(m) Demographics

(o) Economics: Socio-Economic Data Analysis. Prepare a regional socio-economic impact analysis associated with current and future visitation to project site areas. The regional impact analysis will include primary and secondary impacts. Impacts shall be evaluated using the region of influence; the analysis shall focus on the constructed project order-of-magnitude benefit.

(p) Recreation Facilities, Activities, and Needs

Zones of Influence Visitation Profile Recreation Analysis Recreational Carrying Capacity State Comprehensive Outdoor Recreation Plans (SCORP)

(q) Related Recreational, Historical, and Cultural Areas

(r) Real Estate

Acquisition Policy Tribal Rights to First Refusal on surplus properties

(s) Pertinent Public laws

(t) Management Plans

5.7.3.3 Chapter 3, Management Goals and Resource Objectives

KTR shall work with USACE to develop and identify overall management goals for the watersheds. The resource objectives are clearly written statements that identify current and future attainable management and development activities that support the stated management goals for that watershed, Environmental Operating Principles and applicable national performance measures. The KTR shall develop the resource objectives with full consideration of authorized project purposes, applicable Federal laws and directives, resource capabilities, regional needs, plans and goals of regional and local stakeholders.

The objectives must maximize project benefits, meet public needs, and foster environmental sustainability.

The KTR shall use Geographic Information System (GIS) and other methods to illustrate resource analyses in sufficient detail to serve as the basis for land use classifications decisions and further development of resource objectives consistent with resource capabilities. Some examples of presumed resource objective categories include environmental stewardship, sustainability, recreation, and resource connectivity. The KTR shall provide a summary of resource suitability for potential uses shall be prepared for all resource objective categories.

5.7.3.4 Chapter 4, Land Allocation, Land Classification, and Easement Lands

The KTR shall provide a contemporary and comprehensive description of the two Watersheds, including land allocations and classifications. Per EP 1130-2-550 land allocations identify the authorized purposes for which USACE lands were acquired.

There are four categories of allocation:

Operations Recreation Fish and Wildlife Mitigation

Allocated project lands shall be further classified to provide for development and resource management consistent with authorized project purposes and provisions of NEPA and other federal laws. This classification process refines the land allocations to fully utilize project lands and must consider public desires, legislative authority, and regional & project specific resource requirements, and suitability. The KTR shall create project maps delineating land according to classification categories. The KTR shall identify land classifications in the MP/EAs and shall map each land classification category and precise location of significant resources. Lands shall be allocated into one of the following categories:

Project Operations High Density Recreation Mitigation Environmentally Sensitive Areas Low Density Recreation Wildlife Management Vegetative Management Future and/or Inactive Recreation Areas Water Surface Project Easement Land – All lands for which the USACE holds an easement interest, but not fee title. Planned use/management is in strict accordance with the terms/conditions of the easement estate acquired for the project. Easements are for specific purposes and do not convey the same rights or ownership to the USACE as other lands.

Operations Easement – USACE retains rights necessary for project operations (i.e. access)

Flowage Easement – USACE retains right to inundate for project operations.

Conservation Easement – USACE retains rights for aesthetic, recreation, and environmental benefits.

5.7.3.5 Chapter 5, Resource Plan

The intent of a resource plan is to provide strategic planning for use and management of operating project resources to fulfill the resource objectives identified in 5.7.3.3 Chapter 3, Management Goals and Resource Objectives. The resource plan uses the long-term project goals, management unit objectives, and land use classifications listed in previous chapters of the MP and provides the who, when, and how to accomplish those objectives as a watershed and as individual management units. The KTR shall work closely with USACE project staff for the development of these resource plans. The KTR shall prepare the resource plans so that they identify strategies to assure management objectives, resource stewardship and special considerations are included. This resource plan will be used by USACE project staff to develop the project Operational Management Plan.

5.7.3.6 Chapter 6, Special Topics, Issues, and/or Considerations

The KTR shall identify and document items unique to the watershed and not covered in other parts of the MP that shall be considered in the development of the Resource Plan.

These are not limited to the following:

Traditional Cultural Properties designation Climate Change Interpretive services and outreach programs Volunteer and partnership programs Invasive species.

5.7.3.7 Chapter 7, Agency and Public Coordination.

The KTR shall provide notes summarizing the involvement and coordination with the public, tribes, Federal, state, local agencies and communities during this MP process.

The KTR shall provide the following in these notes: narrative of dates and times of meetings; types of meetings; participation; social media methods; news releases; and other forms of communication with project stakeholders. The KTR shall include an appendix that incorporates a summary of comments and USACE responses to those comments.

5.7.3.8 Chapter 8, Summary of Recommendations

KTR shall summarize the MP process and identify the significant recommendations USACE would make as a result.

5.7.3.9 Chapter 9, Bibliography

Listing of references used in the production of this MP/EA documents.

5.7.3.10 Environmental Assessment (EA) –NEPA Process

The KTR shall, in accordance with the NEPA and implementing regulations and in close coordination with the USACE Technical Representative and Product Delivery Team (PDT) members, prepare an EA or EIS in draft form concurrently with the MP process.

(a) Use of a “Programmatic” NEPA process may be used according to individual task requirements and will describe any broad or high-level NEPA review. The CEQ developed guidance in December 2014 that the KTR shall use in preparing the EAs. Programmatic NEPA review assess the environmental impacts of proposed policies, plans, programs, or projects for which subsequent actions will be implemented either based on the Programmatic Environmental Assessment (PEA) or Programmatic Environment Impact (PEIS) Assessment.

The USACE shall review the KTR’s draft EAs concurrent with the MPs, and shall provide comments for the KTR’s preparation of the final programmatic EAs. Once finalized the USACE can prepare a finding of no significant impacts (FONSI), or the USACE will determine that an environmental impact statement is required. The KTR shall coordinate background data and effects determination with the relevant federal agencies and public as necessary for meeting the requirements of NEPA in this contract, and proposed management of the Projects’ resources. The KTR shall utilize existing land use allocations, land use plans, and engineering plan maps and graphics to the extent feasible to fully illustrate existing and future proposed conditions. The KTR shall include the following in the EAs that shall be integrated with the MPs:

(a) Existing Information. The KTR shall compile existing information acquired through documents prepared by USACE, other Federal agencies, state and local agencies, public and private organizations, the internet, and the general public.

The KTR shall use information they discover as appropriate. The KTR shall reference all data and support it with a citation to a verifiable source.

(b) Baseline Conditions/Affected Environment. The KTR shall describe the baseline or existing conditions of resources identified below

(c) Legal Compliance. The KTR shall provide a summary discussion of legal and regulatory compliance, permit requirements and coordination, and consultation on the identified preferred alternatives. USACE anticipates two actions for analysis in the EAs; the No-Action and the Preferred Alternative.

The KTR shall focus the compliance discussion for all pertinent Federal, state and local laws, regulations, and Federal executive orders, including but not limited to the following:

National Environmental Policy Act of 1969, as amended (NEPA) Engineering Regulation (ER) 200-2-2, Implementing NEPA, 1988 Columbia Gorge Scenic Area Act (for mid-Columbia Regional MP/EA only) Council of Environmental Quality (CEQ) Regulations on NEPA at 40

CFR 1500 – 1508

Clean Air Act of 1970, 42 U.S.C. §7401 et seq.

Clean Water Act Endangered Species Act of 1973, 16 U.S.C. §1531 et seq.

Federal Advisory Committee Act Fish and Wildlife Coordination Act of 1958, 16 U.S.C. §661 et seq.

Farmland Protection Policy Act of 1994, 7 U.S.C. §4201 et seq.

Migratory Bird Treaty Act of 1918, 16 U.S.C. §703 et seq.

National Historic Preservation Act of 1966, 16 U.S.C. §470 et seq.

Archaeological Resources Protection Act of 1979, 16 U.S.C. §§ 470aa –

470mm Bald and Golden Eagle Protection Act of 1940, 16 U.S.C. §668 et seq.

Comprehensive Environmental Response, Compensation and Liability Act

– Superfund of 1980, 42 U.S.C. §9601 et seq.

Magnuson-Stevens Fishery Conservation and Management Act of 1976, 16 U.S.C. §1801 et seq.

Marine Mammal Protection Act of 1972, 16 U.S.C. §1361 et seq.

Marine Protection, Research and Sanctuaries Act of 1972, 16 U.S.C.

§1431 et seq.

Native American Graves Protection and Repatriation Act of 1990, 25 U.S.C. §3001 et seq.

Rivers and Harbors Act of 1899, 33 U.S.C. §§401-418 Safe Drinking Water Act of 1996, 42 U.S.C. §300(f) et seq.

Wild and Scenic Rivers Act of 1968, 16 U.S.C. §§1271-1287 Coastal Zone Management Act of 1072, 6 U.S.C. §1451 et seq.

Executive Order 11988 – Floodplain Management, 24 May 1977 Executive Order 11990 – Protection of Wetlands, 24 May 1977 Executive Order 12898, Environmental Justice, 11 February 1994 Executive Order 11514, Protection and Enhancement of Environmental

Quality Executive Order 11593, Protection and Enhancement of the Cultural

Environment, May 1971 Executive Order 13175, Consultation and Coordination with Indian Tribal

Governments, 6 November 2000 Executive Order 13186, Migratory Birds, 10 January 2001 Executive Order 13541, Federal Leadership in Environmental , Energy, and Economic Performance, 5 October 2009 Other regulations and executive orders identified in ER 1105-2-100, Appendix G, Table 8

(d) Environmental Effects. In the EAs prepared for each watershed basin, the KTR shall analyze the effects of the No Action and Preferred Alternatives based on the maximum potential acreage of the Preferred Alternative footprint. The KTR shall assess both negative and positive impacts. The KTR shall address resources assessed with little or no effect in a cursory manner to convey to the public that it has been considered. The KTR shall identify to USACE important issues that may cause potential adverse and/or beneficial impacts to resources identified below (at a minimum) that should be addressed when projects are proposed in the future.