A.07.23WPKKSolicitationFinal.pdf

SEE ADDENDUM

(No Collect Calls)

W9127N18R0062 29-Jun-2018

b. TELEPHONE NUMBER

503-808-4637

8. OFFER DUE DATE/LOCAL TIME

12:00 PM 10 Jul 2018

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

BRANDON M LASICH

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:

$15,000,000

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 OF40

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.

https://www.wdol.gov/wdol/scafiles/archive/sca/15-5563.r4 6/22/2018

Section SF 1449 - CONTINUATION SHEET

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 the 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, and other agencies for cultural resource management. 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.

The period of performance for this contract is for one base year, and three option years.

2.0 ATTACHMENTS

1. Quality Assurance Surveillance Plan

3.0 DEFINITIONS

Throughout this Performance Work Statement, terms are defined as follows:

3.1 Contracting Officer (KO): The Government employee who is authorized to enter into, administer, and or terminate contracts and make related determinations and findings. Note: The only individual who can legally bind the government.

3.2 Contracting Officer’s Representative (COR): The Government employee appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications.

This individual does NOT have authority to change the terms and conditions of the contract.

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

3.4 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.

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

4.0 GOVERNMENT WILL FURNISH

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:

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

4.2 Past WPKK meeting notes, if requested.

4.3 Current WPKK Cooperating Group Operating Guidelines.

4.4 FCRPS Cultural Resources Annual Reports FY10-17.

4.5 A finalized FY19 WPKK schedule. This is unavailable until the end of fiscal year 2018. Expected October

2018.

4.6 A list of WPKK technical contacts and full distribution list.

5.0 CONTRACTOR SHALL FURNISH

The Contractor shall provide all labor, equipment and materials necessary to perform required services under this contract and comply with all local, state and federal regulations during the performance of services. The Contractor shall furnish all “standard-to-the-industry” equipment, materials, and supplies necessary to perform the work, including but not limited to the following:

5.1 Audio recording devices

5.2 Vehicles need to travel to and from meeting locations

5.3 All computer hardware, software, and office supplies required for recording, drafting, and delivery of assigned task products.

6.0 PROFESSIONAL SERVICES TO BE PROVIDED

The Contractor shall provide all personnel, equipment, tools, materials, supervision, and other items and services necessary to complete the following tasks. 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.

Associated deliverable formats and schedule are in Section 8.0.

6.1 Task 1: Work Plan. Within seven (7) 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.

6.2 Task 2: Pre-Work Meeting. The Contractor shall arrange a mutual date and time for a pre-work meeting with the COR and the TL prior to the start of work and within 14 calendar days of receipt of contract award. 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.

6.3 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. Contractor shall 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.

6.4 Task 4: Meeting Notes Distribution. The Contractor shall complete and send draft meeting notes to designated Corps and BPA representatives an electronic copy (Microsoft Word format) 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 shall incorporate the Government’s comments and distribute draft notes to technical WPKK group within 5 calendar days.

6.5 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.

6.6 Task 6: Miscellaneous Clerical Support. The TL 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 two current e-mailing lists: one for all WPKK members, and one for WPKK technical contacts.

7.0 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.

8.0 SCHEDULE, PERFORMANCE REQUIREMENTS STANDARDS & DELIVERABLES

8.1 Contract Schedule. Interim milestones are expected target dates. 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. The anticipated notice to proceed (NTP) is upon contract award.

EVENT CALENDAR DAYS AFTER

RECEIPT OF NTP

CALENDAR DAYS AFTER

RECEIPT OF NTP (Option years) Notice-To-Proceed (NTP) Contract Award Contract Award

Kick off meeting with TL & COR 14 days of award N/A August 15, 2018 Meeting, Lapwai, ID August 15, 2018

Determined by October 1 of each year

September 11, 2018, Conference Call September 11, 2018 October 2018 Meeting, Portland, OR* TBD

November 2018 Meeting, Whitefish, MT*± (2 day meeting FY 2019 only; other FYs 1 day)

TBD

January 2019 Meeting, Conference call* TBD February 2019 Meeting, Portland, OR* TBD March 2019 Meeting, Hood River, OR* TBD

Determined by October 1 of each year

April 2019 Meeting, Portland, OR* TBD May 2019 Meeting, Warm Springs, OR* TBD June 2019 Meeting, Mission, OR (2 day meeting)*

TBD

July 2019 Meeting, Toppenish, WA* TBD Contract complete 365

*Fiscal year meeting locations sometimes vary from year to year and are decided at the planning meeting each June. The meetings occur at the following locations: The Dalles, Portland, Warm Springs, Mission, OR;

Toppenish, WA; Lapwai, ID, however, the timing of the location may differ.

±Whitefish, MT is a meeting location for FY2019 only

8.2 Performance Requirements Summary. The Government intends to receive 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 the Government will perform surveillance. It ensures timeliness, effectiveness, and that the Contractor is delivering the results specified in the contract. The Government will perform contract quality assurance 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.

8.3 Performance Requirements. In the table below are the criteria against which the Contractor’s 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 (Attachment 2).

The Government shall evaluate the Contractor periodically during performance of this contract to ensure compliance with the proposed and accepted performance goals, regulations and guidance. The Government shall perform this evaluation 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.

8.4 Surveillance. 100% inspection by USACE personnel, in addition to complaints from project personnel under 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.

8.5 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:

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

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

PERFORMANCE REQUIREMENTS SUMMARY

Performance Objective Standard Performance Threshold Method of Surveillance

PRS #1 PWS paragraph 6.1

Work Plan

Contractor submits work plan as detailed in Section 6.1.

Government receipt of work plan.

Government review.

PRS #2 PWS paragraph 6.2

Prework Meeting

Contractor and COR hold meeting within 14 days of

NTP.

Contractor attendance at the meeting.

Direct Observation.

PRS #3 PWS paragraph 6.3

Meeting Attendance

Contractor attends all meetings in person and accurately records meetings.

Government receipt of notes per Task 4.

Direct Observation/ Government review.

PRS #4 PWS paragraph 6.4

Meeting Notes Distribution

Contractor sends Corps and BPA representatives Word version of meeting notes within 7 calendar days of the meeting. Contractor incorporates Government comment/edits and distributes notes to WPKK group within 5 days of receipt of all comments.

Government receipt of notes.

Government review.

PRS #5 PWS paragraph 6.5

Meeting Notes Finalization

Contractor distributes prior months meeting notes at monthly meetings, incorporates any Government and coop group member comments, and distributes final notes

Contractor receipt of hard copies of notes.

Government review.

PRS #6 PWS paragraph 6.6

Miscellaneous Clerical Support

Contractor provides miscellaneous clerical support, and maintains current mailing list.

Government receipt of miscellaneous documents.

Government review.

8.5.3 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.

8.6 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.

8.7 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.

8.8 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.

8.9 Deliverables

DELIVERABLES SUMMARY

Deliverable Frequency # of Copies Medium / Format Submit To

Del #1 PWS paragraph 6.1

Work Plan

Once One Word/pdf via email COR and TL

Del # 2

PWS paragraph 6.4

Draft meeting notes (Corps-BPA only)

One per meeting

One

Word via email

TL, Division Archaeologist, and BPA

WPKK

Manager

Del # 3 PWS paragraph 6.4

Draft meeting notes (WPKK technical group)

One per

Word via email

WPKK

Technical Contacts

Del # 4 PWS paragraph 6.5

Draft meeting notes, hard copy

One per meeting

Up to ten (10) hard copies for in person meetings.

When the next meeting is a teleconference, one copy.

Text materials shall be typed on good quality bond paper, 8.5” by 11”.

For teleconferences, Word format via email.

Meeting participants

Del # 5 PWS paragraph 6.5

Final meeting notes

One per

Pdf via email

WPKK full distribution list

DELIVERABLES SUMMARY

Deliverable Frequency # of Copies Medium / Format Submit To

Del #6 PWS paragraph 13.1 and 13.2 Monthly progress reports and Invoices

Monthly, by the 10th of each month.

One of each Word/Pdf via Email COR and TL

9.0 COORDINATION REQUIREMENTS

9.1 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.

9.2 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 David Dvorak 503-808-4633 David.L.Dvorak@usace.army.mil Contracting Officer Rep. Tara Gauthier 503-808-4754 Tara.R.Gauthier@usace.army.mil Technical Lead Liz Oliver 503-808-3744 Elizabeth.A.Oliver@usace.army.mil Division Archaeologist Gail Celmer 503-808-3850 Gail.C.Celmer@usace.army.mil BPA WPKK Manager Greg Anderson 503-230-4721 Gmanderson@bpa.gov Contract Specialist Brandon Lasich 503-808- 4637 Brandon.M.Lasich@usace.army.mil Invoicing POC Mona McGee 503-808-4749 Mona.I.McGee@usace.army.mil

10.0 GENERAL REQUIREMENTS.

10.1 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.

10.2 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). The Contracting Officer shall approve exceptions to these guidelines in advance. 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.

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10.3 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.

10.4 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.

10.5 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.

10.6 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.

11.0 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.”

12.0 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, the Contractor shall provide verification of such to the TPOC.

12.1 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.

12.2 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.

13.0 CONTRACT ADMINISTRATION AND ACCOUNTING.

13.1 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

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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.

13.2 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.

14.0 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

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Attachment 1 – Quality Assurance Surveillance Plan (QASP)

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 a QASP. The Contractor shall review the proposed QASP and propose any desired revisions during the contract negotiation process. The final QASP shall be included in the performance work statement contained in the contract award package, and shall be used by the Government to evaluate the Contractor’s performance. 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. The draft QASP is shown below:

QUALITY ASSURANCE PLAN

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

Deliverable Review

Once a. Contractor revision of submittal at own expense;

b. Poor performance evaluation

Pre-Work Meeting Timeliness, accuracy, quality

Direct observation Once a. Contractor PM notified;

b. Poor performance evaluation

WPKK Meeting Attendance

Compliance with requirements to include timeliness, accuracy, quality, consistency, and functionality

Direct observation Per established FY calendar

a. Contractor PM notified;

b. Poor performance evaluation

Meeting Note Distribution

Compliance with requirements to include timeliness, accuracy, quality, consistency, and functionality

Deliverable Review

Draft Submittal Final Submittal

a. Contractor revision of submittal at own expense;

b. Poor performance evaluation

Meeting Note Finalization

Compliance with requirements to include timeliness, accuracy, quality, consistency, and functionality

Deliverable Review

Draft Submittal Final Submittal

a. Contractor revision of submittal at own expense;

b. Poor performance evaluation

Miscellaneous Clerical

Compliance with requirements to include timeliness, accuracy, quality, consistency, and functionality

Deliverable Review

As needed 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

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QUALITY ASSURANCE PLAN

Monthly Invoices Compliance with requirements to include timeliness, accuracy, quality, consistency, and functionality

Submittal Review Monthly a. Contractor revision of submittal;

b. Delay in payment

Monthly Progress Reports

Compliance with requirements to include timeliness, accuracy, quality, consistency, and functionality

Submittal Review Monthly a. Contractor revision of submittal;

b. Poor performance evaluation

For this purchase order, the following guidelines for the establishment of ratings will be used, supported by the weight of evidence documented during the Contractor’s surveillance efforts:

Exceptional: Performance meets contractual requirements and exceeds many to the Government’s benefit. The contractual performance of the task or sub-task being assessed was accomplished with few minor problems for which corrective actions taken by the Contractor were highly effective.

Very Good: Performance meets contractual requirements and exceeds some to the Government’s benefits. The contractual performance of the task or sub-task being assessed accomplished with some minor problems for which corrective actions taken by the Contractor were effective.

Satisfactory: Performance meets contractual requirements. The contractual performance of the task or sub-task contains some minor problems for which corrective actions taken by the Contractor appear or were satisfactory.

Marginal: Performance does not meet all contractual requirements. The contractual performance of the task or subtask being assessed reflects a serious problem for which the Contractor has not yet identified corrective actions.

The Contractor’s proposed actions appear only marginally effective or were not fully implemented.

Unsatisfactory: Performance does not meet most contractual requirements and recovery is not likely in a timely manner. The contractual performance of the task or sub-task contains serious problems for which the Contractor’s corrective actions appear or were ineffective.

INSTRUCTIONS TO OFFEROR

INSTRUCTIONS TO OFFEROR / CHECKLIST

FOR SUBMISSION TO SOLICITATION W9127N18R0062:

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 All Contract Line Items.

Offeror submission shall be electronically emailed to Brandon.M.Lasich@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 Mr. Lasich by email or at 503-808-4637.

YOUR BID IS DUE TUESDAY, July 10, 2018, BY 12:00 PM NOON PACIFIC TIME

Checkoff items as you complete them.

Page 14 of

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.

Registration is necessary in order for the Government (Corps of Engineers) to award a contract and do business with a contractor.

**SAM NOTARIZED LETTER PROCEDURES: An original, signed, and notarized letter identifying the authorized Entity Administrator for the entity associated with the Data Universal Numbering System (DUNS) number is now required before a NEW SAM.gov entity registration is activated or an EXISTING entity is updated or renewed. The notarized letters MUST BE POSTAL SERVICE MAILED (not emailed or faxed) to the "FEDERAL SERVICE DESK" and must contain the information outlined in the "instructions for domestic entities" or "instructions for international entities" located at https://www.gsa.gov/about-us/organization/federal-acquisition-service/office-of-systems-management/integrated-award-environment-iae/sam-update. Templates for appointing an Entity Administrator are included within the respective instructions.**

OFFEROR COST BREAKDOWN

COST BREAKDOWN

OF

NOTETAKER SERVICES

BASE YEAR

CLIN Description Quantity Unit Unit Price Total

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

HOUR $ $

Subtotal $

Page 15 of

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 $ $

0001 NOTETAKER SERVICES 1 JOB TOTAL $

Option Year 1 CLIN Description Quantity Unit Unit Price Total

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

(Per JTR - Lodging, Meals and Incidentals)

DAY

Rental Car - TBD DAY Subtotal

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

0002 NOTETAKER SERVICES 1 JOB TOTAL $

Option Year 2 CLIN Description Quantity Unit Unit Price Total

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

(Per JTR - Lodging, Meals and Incidentals)

DAY

Rental Car - TBD DAY Subtotal

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

0003 NOTETAKER SERVICES 1 JOB TOTAL $

Option Year 3

Page 16 of

CLIN Description Quantity Unit Unit Price Total Labor Costs for Tasks 1 thru 6

(Reference Performance Work Statement)

(Per JTR - Lodging, Meals and Incidentals)

DAY

Rental Car - TBD DAY Subtotal

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

0004 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 – Estimate costs using Joint Travel Regulation. Allowable 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.

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 1 Job FY18 WPKK Notetaker Srevices

FFP

FY18 Wana Pa Koot Koot (WPKK) Notetaker Services in accordance with contract documents.

FOB: Destination

NET AMT

Page 17 of

000101 FY18 WPKK Notetaker Services

FFP

FUNDING INFORMATION ONLY (096 089 X X 4045)

000102 FY18 WPKK Notetaker Services

FFP

FUNDING INFORMATION ONLY (096 NA 2018 32123)

0002 1 Job OPTION FY19 WPKK Notetaker Services

FFP

FY19 Wana Pa Koot Koot (WPKK) Notetaker Services in accordance with

Page 18 of

0003 1 Job OPTION FY20 WPKK Notetaker Services

FFP

FY20 Wana Pa Koot Koot (WPKK) Notetaker Services in accordance with

0004 1 Job OPTION FY21 WPKK Notetaker Services

FFP

FY21 Wana Pa Koot Koot (WPKK) Notetaker Services in accordance with

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 N/A N/A N/A N/A 000102 N/A N/A N/A N/A 0002 Destination Government Destination Government 0003 Destination Government Destination Government 0004 Destination Government Destination Government

DELIVERY INFORMATION

Page 19 of

CLIN DELIVERY DATE QUANTITY SHIP TO ADDRESS DODAAC /

CAGE

0001 POP 01-AUG-2018 TO

31-JUL-2019

N/A USACE PORTLAND DISTRICT

CENWP-PM-E

333 SW 1ST AVE

PORTLAND OR 97204-3440

W66QKZ

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

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

0002 POP 01-AUG-2019 TO

31-JUL-2020

N/A USACE PORTLAND DISTRICT

CENWP-PM-E

333 SW 1ST AVE

PORTLAND OR 97204-3440

0003 POP 01-AUG-2020 TO

31-JUL-2021

N/A (SAME AS PREVIOUS LOCATION)

0004 POP 01-AUG-2021 TO

31-JUL-2022

N/A (SAME AS PREVIOUS LOCATION)

CLAUSES INCORPORATED BY REFERENCE

52.204-7 System for Award Management OCT 2016 52.204-13 System for Award Management Maintenance OCT 2016 52.204-21 Basic Safeguarding of Covered Contractor Information

Systems

JUN 2016

52.212-1 (Dev) Instructions to Offerors - Commercial Items. (DEVIATION 2018-O0013)

APR 2018

52.212-3 Alt I Offeror Representations and Certifications--Commercial Items (NOV 2017) Alternate I

OCT 2014

52.212-4 Contract Terms and Conditions--Commercial Items JAN 2017 52.223-1 Biobased Product Certification MAY 2012 52.223-2 Affirmative Procurement of Biobased Products Under Service and Construction Contracts

SEP 2013

52.223-17 Affirmative Procurement of EPA-Designated Items in Service and Construction Contracts

MAY 2008

52.232-40 Providing Accelerated Payments to Small Business Subcontractors

DEC 2013

252.201-7000 Contracting Officer's Representative DEC 1991 252.203-7000 Requirements Relating to Compensation of Former DoD

Officials

SEP 2011

252.203-7005 Representation Relating to Compensation of Former DoD Officials

NOV 2011

252.204-7003 Control Of Government Personnel Work Product APR 1992 252.204-7008 Compliance With Safeguarding Covered Defense Information

Controls

OCT 2016

252.204-7009 Limitations on the Use or Disclosure of Third-Party Contractor Reported Cyber Incident Information

OCT 2016

Page 20 of

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 252.227-7015 Technical Data--Commercial Items FEB 2014 252.227-7037 Validation of Restrictive Markings on Technical Data SEP 2016 252.232-7003 Electronic Submission of Payment Requests and Receiving

Reports

JUN 2012

252.232-7006 Wide Area WorkFlow Payment Instructions MAY 2013 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.

Page 21 of

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.”

Page 22 of

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).