Gen IV HNC PandP MATOC - Draft - CLEAN_6NOV2025.docx

STATEMENT OF WORK (SOW)

ARCHITECTURAL & ENGINEERING SERVICES IN SUPPORT OF

REAL PROPERTY PLANNING, PROGRAMMING AND MANAGEMENT SUPPORT

Generation IV

6 November 2025

1.0 GENERAL

1.1 Objective

The purpose of the Planning & Programming Architect and Engineering (A-E) Indefinite Delivery Contract (IDC) is to provide a variety of facility, master planning, and area development, real property, economic analysis and other planning studies for the U.S. Army, U.S. Air Force, U.S. Navy, U.S. Marine Corps, and the Department of Defense installations and facilities. Planning products are diverse and would include planning charrette and DD1391 development, facility utilization studies, land use requirements studies, real property management, requirements analysis, facility master planning, area development studies, geospatial products, energy studies, and similar deliverables.

These objectives shall be achieved through the implementation of an IDC suite. Task orders will be awarded detailing technical requirements, deliverables, and schedules. The A-E shall upon task order award, perform services to meet the requirements of the order as well as complying with all applicable Status of Forces Agreements (SOFA), Federal, State and Local laws, regulations, agreements, Memorandums of Understanding (MOU) and Memorandums of Agreement (MOA) and policies.

The A-E Firm is expected to provide all labor, materials, logistical, and administrative support in the performance of the task orders awarded under this contract and will perform and deliver all work in keeping with commonly accepted practices, quality, and professional standards for the architect-engineer industry and in keeping with all applicable local, installation, state, federal, and host-nation requirements.

1.2 Location of Work

The scope may involve work in multiple locations throughout the Contiguous United States, Alaska, Hawaii, and Outlying Areas, as well as, outside the Contiguous United States to include, Germany, Guatemala, Honduras, Italy, Japan, Kuwait, Kwajalein – Marshall Islands, Poland, Qatar, Spain, Republic of Korea, Philippines and United Kingdom.

1.3 Classified Work

The contract may be utilized to support work products which are classified secret or top secret. The majority of the work executed under this base contract will be designated Controlled Unclassified Information (CUI). Work to be executed at the Secret or Top Secret level will be designated as such within the task order language, along with the need for a DD254 and any other requirements or documents necessary to conduct work or handle information above CUI.

2.0 DESCRIPTION OF SERVICES

This contract is to provide technical support for the planning, programming, and installation/facility management of real property in support of Department of Defense (DoD) and other Government agencies and activities. Technical support includes but is not limited to master planning, identifying and quantifying facility requirements, economic or financial analyses, DD1391 development, requirements analysis, engineering analyses, geospatial projects, facility management support, facility utilization studies, land use requirements studies and analyses, environmental documentation, energy studies, and project programming and procurement documents. Full design, construction and repair services are excluded from this acquisition. The A-E Firm may be asked to provide a proof of facility concept analysis and/or development of conceptual plans equivalent to a 15% facility design.

The A-E Firm may be asked to progress design of a project beyond the 15% threshold. Progression beyond 15% will only occur in one of two circumstances. First, if the document under development is a Planning Charrette Report (PCR) or similar document. PCRs or similar documents would need to create conceptual plans that would establish proof of concept of the facility in question. Development of a PCR or similar document will never include stamped drawings or detailed drawings. A PCR will require development beyond 15% but not to the level of detail found in a 35% design. Secondly, this acquisition may be utilized to support the Project Design Report or the ENG 3086 process. Support of the PDR or ENG3086 is unusual and will not constitute a regular or recuring requirement. At no time will this acquisition be utilized to progress facility design beyond 35%.

3.0 TASK ORDERS

3.1 The general requirements outlined in the contract will be implemented by the Government's issuance of task orders under this contract. Each task order will provide specific requirements and supplemental information in the execution of the work. Task orders will include all labor, travel, and other direct costs (ODCs) for each task order. Each task order will include (at a minimum):

(1) Details of specific tasking, expectations, exceptions, and deliverables.

(2) Task order schedule and milestones to include deadlines and constraints.

(3) Points of contact.

(4) Government-furnished information helpful or necessary for the execution of the project (by inclusion or reference).

(5) Format of deliverables, number of copies, and delivery addresses.

3.2 The Contracting Officer shall furnish to the Architect-Engineer preliminary criteria together with the desired period of performance when the Government requests work.

3.3 The Architect-Engineer shall submit to the Contracting Officer, within the time required in the proposal request, a list of the personnel needed, an estimate of the time required by each of such personnel for performance of the work and an itemized list of the cost of materials and travel. The A-E Firm shall at the same time submit their proposal for the work, including the time for its completion.

3.4 Selection of an A-E Firm under this IDC will be based on qualifications among those who have been awarded this IDC contract.

3.5 Unless otherwise expressly stated in the task order issued, all work performed under each task order will abide by the requirements of this base contract. Where there is a conflict, the requirements of the task order will take precedence over the requirements of the base contract.

3.6 The performance schedule and required delivery date for each product produced under this contract will be reflected in the appropriate task order. Optional services may be exercised in accordance with the schedule established for each project under each task order.

4.0 TECHNICAL CRITERIA & STANDARDS

4.1 All work shall comply with the most current version of all applicable codes, criteria, standards, and regulations in effect at the time of solicitation, unless otherwise specified in the task order. The A-E Firm shall be responsible for possessing, acquiring, understanding, and applying all professional codes and regulations associated with the required services.

If a code, criteria, standard, or regulation is updated after the solicitation date but prior to task order award, the Government may, by mutual agreement, incorporate such revisions when they do not materially impact scope, schedule, or cost. Where a change would require significant redesign or additional effort, the A-E Firm shall promptly notify the Contracting Officer or Contracting Officer’s Representative (COR) to determine the appropriate course of action which may include a task order modification or equitable adjustment.

4.2 The Whole Building Design Guide and its tools will be used for projects awarded under this contract, as applicable. Two specific sources that must be consulted include the Unified Facilities Criteria (UFC) and the Unified Facilities Guide Specifications. Both can be found at: www.wbdg.org.

4.3 Additionally, the U.S. Army Corps of Engineers (USACE) maintains a repository of Engineer Technical Letters (ETLs), Technical Manuals (TM), Engineering Regulations (ER), etc. which may be applicable to work performed under this IDC. The following link contains follow-on links to the information mentioned above:

https://www.hnc.usace.army.mil/Missions/Engineering-Directorate/TECHINFO/

4.4 The documents listed below constitute the core performance requirements for the majority of work considered under this contract and are included by reference in all task orders awarded under this base contract unless specifically excluded. Other documents will be added to task orders as necessary. Such documents may include, but not be limited to, DoD or military service regulation and guidance, Codes, UFC, standards, specifications, and/or other reference documents needed to identify and clarify specific work tasks or deliverable products. The A-E Firm shall use the latest published version of all required documents in effect at time of task order award. Conflicts, discrepancies, and ambiguities between referenced documents as it relates to a specific task order requirement should be brought to the attention of the Contracting Officer or the Contracting Officer’s Representative (COR).

· AR 210-20, Real Property Master Planning for Army Installations https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/r210_20.pdf

· DA PAM 420-01-2, Army Military Construction and Nonappropriated-Funded Construction Program Development and Execution https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/PAM%20420-1-2.pdf

· AR 420-1, Army Facilities Management https://armypubs.army.mil/productmaps/pubform/Details.aspx?PUB_ID=84190

· DA PAM 415-28, Guide to Army Real Property Category Codes https://armypubs.army.mil/ProductMaps/PubForm/Details.aspx?PUB_ID=74404

· DA PAM 420-1-2, Army Military Construction and Non-Appropriated-Funded Construction Program Development and Execution https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/PAM%20420-1-2.pdf

· Department of Army (DA) Pamphlet (PAM) 415-3, Economic Analysis: Description and Methods https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/ARN8141_P415_3_FINAL.pdf

· Engineering Manual (EM) 385-1-1, U.S. Army Corps of Engineers Safety and Health Manual https://www.publications.usace.army.mil/Portals/76/Publications/EngineerManuals/EM_385-1-1.pdf

· National Environmental Policy Act http://www.epa.gov/nepa

· TM 5-803-1, Installations Master Planning Principles and Procedures https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/tm5_803_1.pdf

· TM 5-803-5, Installation Design - Improving the Visual Environment https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/tm5_803_5.pdf

· TM 5-803-14, Site Planning and Design https://armypubs.army.mil/epubs/DR_pubs/DR_a/pdf/web/tm5_803_14.pdf

· UFC 1-200-01 DoD Building Code https://safe.menlosecurity.com/doc/docview/viewer/docNB5F901C6693E246850216527459175652c31504184800acc4afc45a268d4916243420d51469a

· UFC 1-200-02 High Performance Sustainable Building Requirements https://www.wbdg.org/FFC/DOD/UFC/ufc_1_200_02_2020_c2.pdf

· UFC 2-100-01 Installation Master Planning https://www.wbdg.org/FFC/DOD/UFC/ARCHIVES/ufc_2_100_01_2020_c1.pdf

· Area Planning, Site Planning and Design

· https://www.wbdg.org/dod/ufc/ufc-3-210-01

· aUFC Fire Protection Engineering for Facilities https://www.wbdg.org/FFC/DOD/UFC/ufc_3_600_01_2016_c6.pdf

· UFC 4-010-01 Anti-terrorism (AT) Standards for Buildings

· https://www.wbdg.org/dod/ufc/ufc-4-010-01

· UFC 4-010-05 Sensitive Compartmented Information Facilities Planning, Design, and Construction

· https://www.wbdg.org/dod/ufc/ufc-4-010-05

· DoD Security Engineering Facilities Planning Manual https://www.wbdg.org/FFC/DOD/UFC/ufc_4_020_01_2008.pdf

· Unified Facilities Guide Specifications (UFGS) Format Standard https://www.wbdg.org/FFC/DOD/UFC/ufc_1_300_02_2014_c3.pdf

· UFC 3-740-05 Handbook: Construction Cost Estimating https://www.wbdg.org/dod/ufc/ufc-3-740-05

· UFC 3-730-01 Programming Cost Estimates for Military Construction https://www.wbdg.org/dod/ufc/ufc-3-730-01

4.5 SPECIFIC REQUIREMENTS.

The firm is expected to have expertise and knowledge of all Army Real Property Systems of Record in support of any required deliverable. These include, but are not limited to, General Funds Enterprise Business System (GFEBS), enterprise Proactive Real Property Interactive Space Management System (ePRISMS), Real Property Planning and Analysis System (RPLANS), etc., listed or alluded to within the body of this IDC. This IDC will only be leveraged to provide support for these systems if one or both of the following criteria hold:

· First, that the assessment and collection of data to populate one of these systems requires the professional knowledge of one or more Architects or Engineers.

· Second, the system in question is being used to support a larger analysis or deliverable. Any effort which is entirely focused on data entry of real property information into one of these systems does not require the support of an Architect or Engineer; and is therefore not subject to award under this IDC.

Technical objectives and goals under this IDC include, but are not limited to, the following:

4.5.1 Coordinate and facilitate programming documentation and analysis support of MILCON documentation and/or Master Plan component development.

The official designation names used for some of the document types listed below may vary between different Government agencies or branches of the Department of Defense. This base contract may be utilized to execute analyses which are largely similar but having an official name designation which varies across Government agencies.

4.5.2 Produce all tabs in support of the Department of Defense Form (DD Form) 1391.

4.5.3 Prepare facility and/or mission Requirements Analyses, Mission Feasibility Analysis, Business Case Analysis, Alternatives Analysis.

4.5.4 Prepare Economic Analyses.

4.5.5 Produce programmatic, parametric and construction cost estimates.

4.5.6 Prepare Real Property Master Plans (RPMP) to include vision plans, area development plans, installation planning standards, capital improvement plans.

4.5.7 Prepare Infrastructure Capacity Analyses.

4.5.8 Develop courses of action to meet sustainability requirements and goals.

4.5.9 Prepare energy studies such as but not limited to energy load calculation modeling, analyses, and recommendations to comply with DOD energy guidelines for sustainable and renewable energy sources as applied to projects and established standards.

4.5.10 Prepare programmatic environmental studies relative to RPMP.

4.5.11 Prepare National Environmental Policy Act (NEPA) documentation to support real property actions.

4.5.12 Prepare Installation Compatibility Use Zone (ICUZ) Studies.

4.5.13 Prepare Airfield Installation Compatibility Use Zone (AICUZ) Studies.

4.5.14. Integrated Cultural Resource Management Plans (ICRMP) and Integrated Natural Resources Management Plans (INRMP).

4.5.15 Prepare Business Case Analyses.

4.5.16 Prepare Facility Utilization Studies.

4.5.17 Perform Facility Condition Assessment Studies to include leading and conducting Installation Status Report (ISR) facility inspection surveys and update ISR.

4.5.18 Prepare Force Modernization and Integration Studies.

4.5.19 Develop integration schedule to support space re-allocation, installation acceptance of a facility (new construction or renovation) and user assignments.

4.5.20. Prepare and produce plans that address resiliency in DoD asset management planning and defense critical infrastructure plans.

4.5.21 Prepare and/or review Engineer Form 3086 cost estimates.

4.5.22 Prepare Program Business Process Reviews.

4.5.23 Prepare renderings, drawings, maps, pamphlets, and graphic displays.

4.5.24 Coordinate and facilitate public involvement meetings.

4.5.25 Collect, create, enter, edit, maintain as audit data attributes in DoD, US Army enterprise systems of record, and USACE Sustainment Management System (SMS) applications in support of a comprehensive asset management program that includes: Real Estate Management Information Systems (REMIS); Range Facility Management Support Systems (RFMSS), GFEBS, Headquarters Installation Information System (HQIIS), Army Stationing and Installation Plan (ASIP), Installation Status Report (ISR), RPLANS, Army Energy and Water Reporting Systems (AEWRS), Defense Medical Logistics Standard Support (DMLSS), Force Management System Web Site (FMSWeb), Building Information Modeling (BIM), PRISMS.

4.5.26 Prepare facilities planning, design studies and database support. Efforts will include, but will not be limited to, Healthcare Requirements Analysis (HCRA), Program for Design (PFD), Concept of Operations (CONOPS), market analyses and any and all other studies or undertakings which would support planning level decisions. Database updates will include update of DMLSS system, BUILDER and any other system which supports management of real property.

4.5.27 Prepare facilities management documentation such as, but not limited to, DD Form 1354, real property record files and attestation memoranda through physical inspection, facility functional adequacy assessments, and real property inventory accounting.

4.5.28. Collect, create, enter, edit, maintain data attributes to support Installation Geospatial Information and Services (IGI&S) systems in support of a comprehensive asset management program that includes: the ability to develop and maintain consistent, accurate, and easily accessible spatial data; perform modeling and analysis; conduct Global Positioning Systems (GPS) field data collection, validation, and verification; perform Computer Aided Design and Drafting (CADD) conversion and data migration; and generate cartographically correct maps. The A-E Firm shall ensure all spatial data complies with the USACE Architectural/ Engineering/Construction CADD and Spatial Data Standards for Facilities, Infrastructure, and Environment (SDSFIE) Geographic Information System (GIS) standards and all applicable Quality Assurance Plans (QAPs) and provide Federal Geographic Data Committee (FGDC) compliant metadata.

4.5.29 Conduct fire protection and life safety inspections and prepare analyses in accordance with building codes, UFC 3-600-01, and all relative NFPA codes to include the Life Safety Code (NFPA 101). Fire protection analysis shall be conducted by a licensed fire protection engineer.

4.5.30 Conduct facility assessments to define code compliance issues and develop strategies for mitigation of any code issues. This effort may include development of Capital Investment Strategies to rehabilitate buildings and facilities in order to bring them into compliance with applicable codes. This effort may involve aged buildings or facilities which have been ‘grandfathered’ and/or granted a waiver to certain codes.

4.6 In the event that a code, criteria, standard, regulation, or instruction changes during concept development or design execution, the A-E Firm shall make a reasonable effort to accommodate such changes as the project progresses. If a change occurs that materially affects design scope, effort, or cost, the A-E Firm shall first contact the Contracting Officer or Contracting Officer’s Representative to determine the appropriate course of action. Resolution options may include a task order modification, equitable adjustment, or other mutually agreed upon approach.

If a particular standard is superseded or replaced by one that is more relevant to the project or customer, the substitution will be specifically addressed in the task order.

4.7 Other documents identified as necessary to the performance of this contract will be called out in specific task orders. Such documents may include, but not be limited to, standards, specifications, host nation agreements and other reference documents needed to identify and clarify the specific work tasks or deliverable products.

4.8 The A-E Firm shall assure that all designed systems be compatible and integrate with existing or proprietary government systems, as applicable.

4.9 The A-E Firm shall participate in VE studies of facility designs developed by the A-E that have a construction working estimate of $2M or more.

5.0 MANAGEMENT & ORGANIZATION

5.1 Program Manager

The A-E Firm must designate a company officer or responsible representative as A-E Program Manager. The A-E Program Manager is responsible for the complete coordination and execution of all work under this contract to include work provided by sub-contractors and consultants.

5.2 Project Manager

The A-E Firm must designate a Project Manager for each task order awarded. The Project Manager is responsible for the coordination and execution of all work under each task order to include work provided by sub-contractors and consultants.

5.3 A-E Firm Key Personnel Replacement

The A-E Firm shall not replace any personnel without the written concurrence of the Contracting Officer. Prior to utilizing other than previously specified personnel in awarded task orders, the A-E Firm shall notify the Government Contracting Officer and the (COR) for that task order. This notification shall be no later than 10 calendar days in advance of any proposed substitution and shall include justification (including resume(s) and labor category of proposed substitution(s)) in sufficient detail to permit evaluation of the impact on task order performance. Substitute personnel qualifications shall be equal to, or greater than those of the personnel being substituted. If the Government Contracting Officer and the (COR) determine that the proposed substitute personnel is unacceptable, or that the reduction of effort would be so substantial as to impair the successful performance of the work under the contract, the A-E Firm may be subject to default action as prescribed by FAR 52.249- 8, Default (Fixed-Price Supply and Service).

5.4 Organizational Conflicts of Interest

The work to be performed may create an actual or potential organizational conflict of interest on future acquisitions. A-E Firms should refer to FAR 9.5 – Organizational and Consultant Conflicts of Interest. An organizational conflict of interest can arise when a A-E Firm possesses an economic incentive that renders it unable, or potentially unable, to provide impartial assistance or advice; or an unfair competitive advantage in obtaining a contract as a result of access to nonpublic information about a competitor or procurement. When an organizational conflict of interest arises it can have serious implications for the A-E Firm that can range from disclosure obligations to disqualification from an award. A-E Firms should also refer to FAR 36.209 -- Construction Contracts With Architect-Engineer Firms. “No contract for the construction of a project shall be awarded to the firm that designed the project or its subsidiaries or affiliates, except with the approval of the head of the agency or authorized representative.”

Accordingly, some restrictions on the future activities of the A-E Firm and its subcontractors may be required. Further, these restrictions may include prohibiting the A-E Firm or its subcontractors from participating in a contract or a task order. However, in future procurements, the A-E Firm or its subcontractors may request a determination of its ability to participate in a particular procurement from the Contracting Officer.

6.0 QUALITY CONTROL

The A-E Firm is responsible for the professional quality, technical accuracy, and coordination of all designs, drawings, specifications, and other work or materials produced and furnished by the A-E’s Firm’s staff as well as that of any sub-consultants. The A-E Firm must perform and deliver all work in keeping with commonly accepted practices, quality, and professional standards for the architect-engineer industry. All work must be accomplished with adequate internal controls and review procedures to ensure quality and technical adequacy of all deliverables in accordance with ER 1110-3-121-12 Military Engineering and Design Quality Management. The A-E Firm shall correct or revise any error or deficiencies in the work, regardless of review, approval, acceptance, or payment by the Government. The responsibility to assure product quality continues even after final payment is made to the A-E Firm. Corrections and changes resulting from review of the submitted work are for the A-E Firm to correct without additional compensation. The A-E Firm may be liable for damages to the Government caused by negligent performance, pending a review of the situation. The submittals will be reviewed by appropriate Government personnel to evaluate conformance and A-E Firm’s effective quality control.

6.1 Quality Management Plans

Within 30 days of base contract award, submit a Quality Management Plan (QMP) for review and acceptance by the Contracting Officer. The QMP shall broadly describe the processes by which the A-E Firm intends to ensure quality as broadly applied to each potential task order. The QMP shall be written with sufficient detail as to determine fault, generate lessons learned, and recommend internal improvement in the event that a failure in quality occurs. The QMP shall be reviewed annually and resubmitted as improvements are made and submitted for acceptance by Contracting Officer.

A task order specific QMP shall be written and submitted within 15 days of task order award. It will discuss the items described in the base QMP, but with details specific to how the A-E Firm intends to ensure quality on the task order. Work will not begin until the task-level QMP is approved and accepted by the (COR).

6.2 Government Review & Evaluation

The Government will review project submittals and work processes in accordance with each task order’s Quality Assurance Surveillance Plan (QASP). The purpose of this review is to evaluate the adequacy of the A-E Firm’s quality control system as applied to the products and methods employed on each task order. No less than annually, and at the conclusion of each task order, the Contracting Officers Representative will evaluate the A-E Firm’s performance though the Contractor Performance Assessment Reporting System (CPARS) in the following categories (as applicable): Management, Quality, Schedule, and Cost. Other factors may be evaluated as applicable.

The A-E Firm shall implement, maintain, and control a system for identification, preparation, reproduction, distribution, and maintenance of all documentation, data, and information necessary for the A-E Firm’s internal management as well as Government management of this project.

Each task order will define the submittals of draft, progress, and final deliverables that will be reviewed by appropriate Government agencies to evaluate conformance and A-E Firm’s effective quality control. The time frame for Government review varies; however, this process is typically completed within 14-21 calendar days. At the conclusion of the Government’s review, the A-E Firm shall evaluate each comment and provide written notification of resolution actions for each comment either through a standardized comment matrix or through the more formal Dr Check system. After a complete evaluation of each comment, a design review meeting will be held (either in-person or telephonically) to review the disposition of each comment and how it will be addressed. A submittal with a significant number of errors may necessitate a complete re-submission in lieu of review. All comments are expected to be addressed and resolved in the next submission. This will necessitate a government back check of old comments as well as a review for new comments (except for the final revised submittal which should only require back check). The A-E Firm may choose to perform work, at its own risk, during the Government review and comment resolution period, however, comments resulting from that review must be incorporated into the design prior to the next submittal. In the event a subsequent design phase is not authorized, the A-E Firm shall incorporate all available review comments into the concept document or other deliverable to complete the current phase. The lack of review or quality of review by the Government does not preclude the A-E Firm from being completely responsible for the quality of all deliverables.

6.3 Certification of Work

All work requiring a seal for permitting, submitted under the contract, shall contain the seal of a professional engineer registered in the state in which the A-E work was performed unless otherwise specified in the individual task order.

7.0 COMMUNICATION

7.1 Meetings & Teleconferences

Periodic meetings shall be scheduled whenever requested by the A-E Firm or directed by the Contracting Officer or the COR for the resolution of questions or problems encountered in the performance of the work. The A-E Firm and/or the appropriate representative(s) shall be required to attend and participate in all conferences, working groups, and committees pertinent to the work required under this contract as directed by the Contracting Officer or the COR. The A-E Firm and/or the appropriate representative(s) shall be required to attend and participate in all conferences, working groups, and committees pertinent to the work required under this contract as directed by the Contracting Officer.

7.2 Written Records

Maintain (and provide upon request) a written record of all significant conferences, meetings, discussions, verbal directions, telephone conversations, etc., with Government representative(s) relative to this contract per task order in which the A-E Firm and/or a designated representative(s) participates. These records shall be dated and shall identify the contract number, the task order number, and the SOW paragraph references, if applicable, participating personnel, subject discussed, and conclusions reached. Minutes of significant meetings shall be provided to participants.

The A-E Firm shall serially number all correspondence issued on for each task order. All correspondence on the task order shall reference the contract number and task order number.

7.3 Monthly Status Reports

Provide a monthly status report (MSR) of each task order currently in progress no later than the 5th calendar day of every month. Include a copy of the report as an attachment to each official invoice and electronically transmit copies to the A-E Contracts & Criteria Branch, USACE, as well as the government Project Managers and COR(s)associated with the individual task order. Status must include the following but may contain other useful information:

(1) Salient project information (project title, description, task order number, and location),

(2) Period of performance of the task order,

(3) Name of project team members, their role, and contact information,

(4) A concise narrative on the current status of work performed,

(5) Current schedule (major milestones only),

(6) Areas of risk or concern,

(7) Requested government actions and due-outs,

(8) Recommendations for problem resolution, and

(9) 30-day look ahead,

(10) Status of actual cost expenditures and technical progress as compared with projections and to review the schedule milestones (for Cost-Plus task orders),

(11) If a Government provided lab-top has been provided under a task order reference paragraph 12.3 for the additional reporting requirement to the MSR.

If any information in the technical progress report is classified, this section of the MSR shall be sent under separate cover.

Electronically transmit copies of the reports to the COR and all project stakeholders associated with the individual task orders currently in progress.

7.4 Proactive Communication

When responding to RFPPs, and during the prosecution of the work, the A-E Firm shall promptly advise the Contracting Officer of any discrepancies, ambiguities, or lack of clarity in the materials or instruction furnished.

7.5 Critical Issues

If, during the execution of work, the A-E Firm becomes aware of critical information which has an immediate, significant, and compelling impact to the project in terms safety, scope, schedule, cost, quality, or timely execution, as soon as practical, inform the government Project Manager, COR, and/or Contracting Officer of the concern and its potential impacts. While such communication is immediate, distribution must be limited. This is to ensure the concern is properly vetted before a broader discussion takes place.

7.6 Contractual Direction & Authorized Changes to the Contract/Task Order

ONLY the Contracting Officer may authorize changes to the scope of the base contract or awarded task order. The A-E Firm shall immediately notify the Contracting Officer or COR in the event that anyone except the Contracting Officer requests that work be performed that is contrary to, in excess of, or less than the scope and intent of the awarded task order. The A-E Firm shall not execute such changes unless concurrence is given by the Contracting Officer, normally through a task order modification. The Government Project Manager, MCX Project Director, or COR is authorized to coordinate routine technical matters. The A-E Firm shall consult the Contracting Officer or COR before proceeding with any work where it is unclear whether a request is within the scope of the task order.

7.7 Public Disclosure of Information

The A-E Firm shall make no public announcement or disclosure relative to information contained or developed under this contract, except as authorized by the Contracting Officer.

8.0 SUBMITTAL FORMATTING

8.1 Reports & Studies

Formal narrative and tabular data shall be typed and printed on 8-1/2 x 11-inch sheets with fold outs for maps, sketches, schematics, charts, graphs, and other illustrative material, as necessary. Generally, all formal narrative text shall be typed in lines perpendicular to the longest axis of the sheet. Data, which cannot be clearly described in narrative form, shall be graphically shown. Legible reproducible drawings and sketches exceeding 8-1/2 x 11 inches shall be submitted to U.S. Army Engineering and Support Center, Huntsville (CEHNC) in the number of copies stated in the individual task order. Typed and formal documents 11 x 17 inches or less in size shall be securely bound in hard paper or a flexible material in a durable and attractive manner. The title of the document shall appear on the cover of all submittal documents. All final documents shall be bound in a manner which will facilitate repeated disassembly and reassembly, and the title shall appear on the bound edge, in a secure manner, as well as on the cover. Narrative contents of the document(s) shall be arranged in a logical sequence and organized by sections, unless otherwise specified. A table of contents and index are required for each document. Tabs and/or dividers shall clearly and distinctly divide sections, subsections, appendices, etc. Pages, paragraphs, charts, and graphs shall be numbered with master pagination across all pages of the document. References to information contained elsewhere within the contents of the document(s) will be properly noted. All data sources used in preparing the information presented in the document(s) shall be appropriately referenced.

All information/data generated or collected by the A-E Firm to be utilized or support a task order awarded under this acquisition is owned by the Government. This includes any algorithms, calculations, models, or other mathematical analysis produced in support of a deliverable. The emphasis of this is to ensure that the Government is not subjected to a ‘black box’ analysis where the Government knows the result but does not know the calculation of the result. At the completion of a task order, all information shall be turned over to the Government. Any future reproduction or use of any information/ data must be requested, in writing, prior to its use. The A-E agrees not to use, release, or publish any data, notes, findings, reports or any other information generated from this contract in any manner other than as required in order to meet the deliverables requested by the Government under the provisions of this contract, without written prior approval from the HNC Project Manager.

For each study, investigation, or analysis, the A-E Firm shall document its findings in a report that includes an executive summary, the approach, descriptions of each alternative considered, assumptions, rationale, costs, back-up data, and recommendations. Data sources shall be identified. Assumptions shall be clearly stated, adequately justified, and provided with each required submittal.

8.2 Geospatial Plans Deliverables

All CAD and GIS data for formal submittals shall be provided via secure file transfer. With prior approval, other digital media may be used for the submissions. All final drawings shall be computer generated, plotted, and provided in a format and medium that will permit their loading, storage, and use without modification or additional software on workstations running MicroStation or AutoCAD latest version as specifically directed in each individual task order. The A-E Firm shall furnish drawings in compliance with the Tri-Service CADD Standards. Final drawings shall also be delivered in a compatible format. Each submittal shall contain an index of all drawings and shall be viewable in MicroStation or AutoCAD latest version as specifically directed in each individual task order. All reference files shall be included in the submittal with appropriate pointers allowing the files to be run on a standalone computer with no requirement for other data files to be resident on the hard drive. Submittals shall not contain any irrelevant drawings or extraneous elements and shall have all necessary files in the correct directories as required by the index sheet. Additionally, the A-E Firm shall furnish drawings in the size formats indicated in the individual task order.

8.3 Specifications

Current United Facilities Guide Specifications (UFGS) shall be the basis of project specifications provided under this project. All specifications shall be processed and delivered using SpecsIntact software. The automation features of SpecsIntact shall be fully utilized for production of associated registers and reports.

8.4 Cost Estimates

The Government is hereafter emphasizing the importance of cost engineering/cost estimating within the development of any cost estimate. All cost estimates will be developed by a cost engineer in support of the project who is skilled in development of Cost and Schedule Risk Analysis. The A-E Firm will reference USACE policy on conducting cost estimating/cost engineering/cost and schedule risk analysis will be provided to the upon demand. Reference UFC 3-740-05 Handbook: Construction Cost Estimating, UFC 3-730-01 Programming Cost Estimates for Military Construction, and other applicable UFCs and guidance documents. The A-E Firm will reference USACE policy on ENG 3086 Code 2 Instructions will be provided to the A-E Firm upon demand. Reference Enterprise Standard (ES) – 07052 Instructions for ENG3086 (Code 2).

8.5 Electronic Bid Sets

Plans and specifications shall be provided, as required in a task order, in the electronic formats that are compatible with the Government’s electronic solicitation protocol.

9.0 SAFETY & ACCIDENT REPORTING

9.1 The A-E Firm shall be required to comply with all federal, state and local SOH requirements, to include OSHA standards and EM 385-1-1 (whichever is the most stringent) other measures as necessary. Also, the A-E Firm is required to conform to installation safety requirements and will adhere to them.

9.2 In accordance with FAR 52.236-13, Alt I, Accident Prevention, the A-E Firm shall comply with the latest version of USACE Safety and Health Requirements Engineering Manual (EM) 385-1-1, including any interim revisions in effect at the time of the solicitation, as well as all applicable federal, state, and local safety and health regulations. Should EM 3851-1 or other governing safety standards be updated after the solicitation date, the Government may, by mutual agreement, incorporate such revisions when they materially affect performance, schedule, or cost.

9.3 The A-E Firm shall adhere to safe work practices and to local safety rules for each site. Prior to the performance of any work on site, the A-E Firm shall prepare, submit, and will have obtained approval on the appropriate type of Accident Prevention Plan as specified in each task order. These plans are to be prepared and executed in accordance with the EM 385-1-1 as appropriate. There are two potential types of plans:

(a) Site Visit Accident Prevention Plan (SVAPP): This plan would be used when the firm is visiting either an actual construction site or data-gathering location only for the purposes of data-gathering or meetings. There would be no direct participation in construction activities and interaction with hazardous equipment.

(b) Accident Prevention Plan (APP): This plan would be used when the firm is fully involved in a number of construction-related activities. This could include continuous involvement at the construction site, the performance of hazardous materials surveys, and measurement & verification work involving commissioning activities.

9.4 Corporate Safety and Health Program. The A-E Firm is required by regulation to develop and maintain a written Corporate Safety and Health Program (SHP) in compliance with the requirements of the Occupational Safety and Health Administration (OSHA), EM 385-1-1, 29 CFR 1910, 29 CFR 1926, 29 CFR 1960, and FAR 52.236-13.

9.5 Site and Safety Health Officer (SSHO) - The A-E Firm must employ a minimum of one Competent Person in accordance with the EM 385-1-1 Chapter 2-8.b at each project site to function as the Site Safety and Health Officer (SSHO). The requirements of the SSHO shall be determined at the Task Order level.

9.6 Exposure Hour and Mishap Reporting.

9.6.1 Exposure Hour Reporting (Monthly man-hour reporting) - In accordance with EM 385-1-1, the A-E Firm shall complete a monthly summary report of accident experience, exposure, Restricted Duty (RD) and Lost Work Days (LWD). The report shall be on the electronic data collection tool provided by the CEHNC Safety described as total hours associated where workers are exposed to the activity hazards and forwarded to the Government Designated Authority (GDA) no later than close of business (COB) the 7th day of the following month if required at the TO level.

9.6.2 Mishap Reporting – All mishaps shall be reported in accordance with the EM 385-1-1 Chapter 2-8.d, utilizing ENG Form 3394 (Mishap Notification and Investigation). The Contracting Officer and Huntsville Center Safety Office shall be notified as soon as practical, but no more than twenty-four hours, after any mishaps, including recordable accidents, incidents, and near misses. All mishap notifications will be submitted in accordance with the task order.

10.0 ANTI-TERRORISM (AT)/OPERATIONS SECURITY (OPSEC) PROVISIONS

A-E Firm is responsible for compliance with all ATOPSEC clauses stipulated in the sections immediately following. Additional sections of the ATOPSEC form may be added within the task order scope of work language depending on the nature of the work being conducted.

The security requirements described below apply to all A-E Firm personnel (including employees of the prime A-E Firm (“Contractor”) and all subcontractor employees) supporting the performance requirements of this contract. The A-E Firm is responsible for compliance with these security requirements. Questions regarding security matters shall be addressed to the designated Government representative (e.g., Contracting Officer Representative (COR), Requiring Activity (RA) representative, or Contracting Officer (if a COR or other RA representative is not appointed)). Contract personnel are critical to the overall security and safety of US Army Corps of Engineers (USACE) installations, facilities and activities, and security awareness training contributes to those efforts. The Department of Defense (DoD) and Army security training requirements specified below, if applicable, are performance requirements; all applicable contract personnel shall complete initial training within 30 days of contract award or the date new contract personnel begin performance on the contract. Within five business days from the completion of training, the A-E Firm shall provide written documentation (e.g., email or memorandum) to the Government representative. The documentation shall include the names of contract personnel trained and which training they completed; the A-E Firm shall maintain training records as part of their contract files and be prepared to provide copies of training certificates to the Government representative. A-E Firm personnel and vehicles are subject to search when entering federal installations. Additionally, all contract personnel shall comply with Force Protection Condition (FPCON) measures, Random Antiterrorism Measures (commonly referred to as “RAMs”), and Health Protection Conduction (HPCON) measures. The A-E Firm is responsible for meeting performance requirements during elevated FPCON and/or HPCON levels in accordance with applicable RA plans and procedures – this includes identifying mission essential and non-mission essential personnel. In addition to the changes otherwise authorized by the changes clause of this contract, should the FPCON or HPCON levels at any individual facility or installation change, the Government may implement security changes that affect contract personnel. The A-E Firm shall ensure all contract personnel are aware of the security responsibilities, including any site-specific requirements identified in local policies or procedures.

10.1 AT Level I Training. All A-E Firm employees, to include subcontractor employees, requiring access to an installation(s), facilities, controlled access areas, or require network access, shall complete AT Level I awareness training within 30 calendar days after contract start date or effective date of incorporation of this requirement into the contract, whichever is applicable. Upon request, the A-E Firm shall submit certificates of completion for each affected A-E Firm employee and subcontractor employee, to the COR or to the contracting officer (if a COR is not assigned), within 5 calendar days after completion of training by all employees and subcontractor personnel. AT Level I awareness training is available at the following website: http://jko.jten.mil/courses/atl1/launch.html; or it can be provided by the RA ATO in presentation form which will be documented via memorandum.

10.2 Physical security and access control requirements. All contract personnel requiring physical access to a federal installation or facility shall comply with the access control procedures of that location. Contract personnel requiring unescorted access to meet contract performance requirements on a DoD installation in the US shall be vetted by the installation/facility Provost Marshal/Directorate of Emergency Services/Security Office using the National Crime Information Center-Interstate Identification Index (commonly referred to as “NCIC-III”) and Terrorist Screening Database (commonly referred to as “TSDB”). Contract personnel shall comply with all personal identity verification requirements specified in installation/facility policies and procedures. Contract personnel who do not meet requirements for unescorted access to federal facilities shall coordinate escorted access with the Government representative, as needed. Contract personnel who receive keys, access cards, or lock combinations that provide access to government-owned property shall comply with key and lock control procedures of the RA.

10.3 A-E Firm personnel requiring a common access card (CAC): Contract personnel will be issued a common access card (CAC) only if duties involve one of the following: (1) both physical access to a DoD facility and access to DoD information systems or networks; (2) remote access to a DoD information system or network using DoD-approved remote access procedures; or (3) physical access to multiple DoD facilities or multiple non-DoD federally controlled facilities on behalf of the DoD on a recurring basis for a period of 6 months or more. Before CAC issuance, contract personnel must have at a minimum, a favorably adjudicated Tier 1 investigation or an equivalent or higher investigation in accordance with applicable Air Force regulations and Homeland Security Presidential Directive-12 (HSPD-12). At the discretion of the RA, an initial CAC may be issued based on a favorable review of a fingerprint check and a successfully scheduled Tier 1 investigation with the National Background Investigations Bureau. The RA provides contract personnel with additional information and forms to initiate the CAC issuance process, and/or to initiate background investigations, when required. Contract personnel shall complete these processes within established timelines to avoid delays.

10.4 Security requirements for contract performance outside the US: For A-E Firm performance requirements that involve services or delivery in a foreign country, the A-E Firm shall comply with the requirements of DFARS clause 252.225-7043. For performance requirements that involve contract personnel accompanying or supporting US Armed Forces employees outside the US, the A-E Firm shall comply with the Applicable Status of Roces Agreements and Geographic Combatant Command requirements. Prior to contract personnel traveling outside the US, the A-E Firm shall provide documentation of AT, OPSEC, and other requirement training to the Government representative. Additionally, contract personnel shall comply with requirements specified in the DoD Foreign Clearance Guide, including country and theater clearance processes.

10.5 Suspicious Activity Reporting training (e.g. iWATCH, Corps Watch, or See Something, Say Something): All contract personnel shall receive initial and annual refresher training from the RA representative on the local suspicious activity reporting program.