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Strategic Planning & Efficiency Experts


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April 7, 2005
........................................................................................... DTFT60-05-A-00015

BEST VALUE
BLANKET PURCHASE AGREEMENT
FEDERAL SUPPLY SCHEDULE
Vertical Horizons One, Inc.

In the spirit of the Federal Acquisition Streamlining Act, the Federal Transit Administration and Vertical Horizons One, Inc. entered into a cooperative blanket purchase agreement to further reduce the administrative costs of acquiring commercial items from the General Services Administration (GSA) Federal Supply Schedule Contract(s) GS-10F-0336N.

Federal Supply Schedule contract BPAs eliminate contracting and open market costs such as: the search for sources; the development of technical documents and solicitations; and the evaluation of bids and offers. Contractor Team Arrangements are permitted with Federal Supply Schedule contractors in accordance with Federal Acquisition Regulation (FAR) Subpart 9.6.

This BPA will further decrease costs, reduce paperwork and save time by eliminating the need for repetitive, individual purchases from the Schedule contract. The end result is to create a purchasing mechanism for the Government that works better and costs less.
Signatures:_____________________________ ..................David A. Tibbs 2005, April 07
.............Agency....................... Date ....................................Contractor ....................... Date


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THIS BLANKET PURCHASE AGREEMENT IS BEING ISSUED TO VERTICAL HORIZONS ONE, INC. FOR FUNCTIONAL AREAS 1, 2, 3 AND 4 ONLY, AS DEFINED BELOW.

SECTION A: BACKGROUND


The Federal Transit Administration (FTA) is one of the eleven modal administrations within the
U.S. Department of Transportation (DOT). FTA's mission is to "Improve public transportation for
American Communities." To effectively accomplish its mission, FTA has a need for services on a
recurring basis in the following functional areas:

Functional Area 1 - Transit Research and Safety, Security Management
Functional Area 2 - Transit Planning
Functional Area 3 – Transportation Specific Program Management
Functional Area 4 – General Program Management

Functional Area 5 – Temporary Services

These services are vital to support of the FTA mission. FTA is also interested in decreasing
administrative lead-time and costs to support our mission. Therefore, FTA will be issuing Multiple
Award Blanket Purchase Agreement (BPAs) issued from GSA Federal Supply Schedules. In
order to qualify for an individual BPA, offerors must hold a GSA schedule contract that is within
the scope of the effort described herein. Contractor Team Arrangements are permitted with
Federal Supply Schedule contractors in accordance with FAR Subpart 9.6.

FTA seeks to maintain qualified contractor support personnel for the purpose of filling
anticipated repetitive needs for services in support of the FTA mission. Contractors must have
professional expertise in the functional area applicable. For any of the functional areas listed
below tasks may require contractors to travel as deemed necessary to fulfill the responsibilities
of the any orders issued. In support of task orders issued under these functional areas,
contractors shall provide the personnel, facilities, materials and equipment necessary to fulfill
task order requirements.

SECTION B: SUPPLIES OR SERVICES AND PRICES/COST

Pursuant to GSA Federal Supply Schedule Contract Number(s) GS-10F-0336, Blanket Purchase
Agreements, the Contractor agrees to the following terms of a Blanket Purchase Agreement
(BPA) exclusively with the FTA.

The chart below contains the labor categories and labor rates (as discounted) that will apply to
orders issued under this BPA (See Attachment 1).

The following general rules apply to this BPA:

• The Government estimates, but does not guarantee, that the volume of purchases through
this agreement will be $16,000,000.00.

• This BPA does not obligate any funds.

• This BPA expires in five years or at the end of the contract period, whichever is earlier.

• The Office of Procurement, TAD-40 has authority to issue orders under this BPA.

• The terms and conditions included in this BPA apply to all purchases made pursuant to it. In the event of an inconsistency between the provisions of this BPA and the Contractor's invoice, the provisions of this BPA will take precedence.

Specific pricing will be included in individual orders issued pursuant to this BPA.

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SECTION C: DESCRIPTION / SPECIFICATION / WORK STATEMENT


A. Functional Area 1 - Transit Research, Safety, Security and Emergency Management

1. Transit Research

Background: The FTA Research Program supports FTA/DOT Strategic Goals by delivering solutions that improve public transportation. FTA seeks to provide the transit industry with information to make good decisions with regards to technology, operations, etc. FTA uses research data and results to identify best practices and share this information with others that can benefit from it. Within the program, FTA has defined broad research goals to increase transit ridership; improve capital & operating efficiencies; improve safety & emergency preparedness; to protect the environment & promote energy independence; and to serve as a leader of transit research within the industry. In order to support these goals, FTA requires support to move best practices and innovations from the conceptual stage to adoption by the transit industry. This requires technical support in all stages of the research process of analysis, development, and implementation.

The contractor shall undertake research and/or research support activities to assist FTA to meet its Strategic Research Goals. Tasks may include:

• Transit Research Analysis: Analyze current situations, problems and potential solutions.
• Transit Research Development: Test and evaluate potential solutions to determine their impact
• Transit Research Implementation: Assist transit industry in adopting solutions that overcome barriers to maximizing transit benefits for the public.
• Transit Research Program Support: Support the management of the research program through activities such as policy and program development, research program planning, analysis, performance, evaluation, and industry outreach.

The contractor shall provide analysis, development, and implementation support for the following research priority areas:

• Infrastructure and equipment protection and innovation: This includes research on public transportation and infrastructure technologies and methods and voluntary industry standards development.
• Transit operational efficiency: This includes research on high-performance public transportation services and other innovations in fleet operations and maintenance.
• Energy independence and environmental protection: This includes research on improved public transportation energy use and propulsion systems and public transportation oriented development.
• Mobility management research: This includes research on transportation services for specialized populations, such as persons with disabilities, and coordination of transportation services amongst human service agencies.
• Public transportation capacity building activities: This includes workforce and industry development, the International Mass Transportation Program, technology transfer/industry adoption and standards activities.
• Strategic research program planning activities: This includes policy and program development, research program planning, analysis, performance, evaluation, and industry outreach.

2. Safety, Security Management and Emergency Management

Background: This section includes technical assistance, training and data analysis and reporting to improve public transportation system safety and security and emergency preparedness. The following is a list of security related issues:

• Fixed Guideway State Safety Oversight Program
• Drug & alcohol testing program
• Fire/Life Safety Program
• Grade crossing Safety
• Model Bus Safety Program
• Operator Fatigue Analysis
• Integrated security & emergency management systems
• Security & emergency management performance standards
• Security assessments
• Security technical assistance
• Counter-terrorism/WMD strategies
• Transit Agency employee development training courses
• Public awareness security programs
• Crime prevention through environmental design (CPTED)
• Security design guidelines
• Crime prevention assessments & analyses
• Emergency preparedness drills and tabletop exercises
• Continuity of operations plans & programs
• Web-based information dissemination
• Reviews of proposed DHS security & emergency management regulations, directives, etc.
• Technology transfer

Tasks may include the following:

• Conduct security assessments of transit agencies and develop guidance documents and other products to fill any identified gaps in transit agency security programs.
• Assess the nation’s transit industry state of security and emergency management readiness.
• Develop and apply methodologies and data collection strategies to conduct safety, security and emergency management analyses.
• Develop security & emergency management performance based standards and metrics to track progress towards achieving goals and diagnose specific program areas needing more attention.
• Develop and administer information sharing stakeholder activities to aid in prioritizing safety, security & emergency management industry research needs.
• Adapt new technologies to improve the effectiveness and efficiency of safety, security and emergency management training and drills.
• Assess the opportunities for multi-faceted technologies (i.e., technologies with multiple applications such as GIS systems, AVL systems and real-time customer information systems that were originally developed to address other goal areas (such as ridership, customer service, etc.) but also provide security benefits.
• Providing technical assistance in specific new programmatic areas such as how to use and implement new security design guidelines.


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B. Functional Area 2 – Transportation Planning

Background: This functional area may include effort in the following areas: general transportation planning, regional system planning, planning methods, financial planning, corridor and subarea planning and project development, and land use and environmental planning. These tasks require experience in conducting independent analysis and assessments of technical reports and financial information. This experience should include evaluations of the benefits, costs, and/or financial impacts of major transportation investments. Contractors must be familiar with the principles and practice of the transportation planning process and planning methods, with emphasis on land use and environmental planning, sub-area corridor planning and development and financial planning. Depending on the area, skills should include the application and use of innovative financing principles, forecasting techniques, estimating techniques, and planning and environmental regulations pertaining to transit.

General Transportation Planning (Metropolitan and Statewide):

The contractor shall provide support in the areas of metropolitan and statewide transportation planning as related to current and future legislative and regulatory requirements specified in the Transportation Equity Act of the 21st Century (TEA-21) and the joint FTA/FHWA planning regulations. In particular, focus will be placed on public involvement, operations management, the plan and TIP development process, and organizational and institutional arrangements in planning and program delivery. Other areas of support will focus on priority policy initiatives of the Department, which shall include but not be limited to, welfare to work and livable communities. This will entail the contractor to research and produce materials on an array of transportation planning topics and disseminate relevant informational materials.

1. Research, analyze and monitor metropolitan and statewide transportation planning approaches and actions to identify those which can be shared as state of the art and best practices in support of the goals of TEA-21. Prepare the information for dissemination and /or presentation.

2. Research and evaluate selected transportation planning measures and requirements mandated by law. This could entail evaluating existing processes and procedure as well as assisting in the formulation of new ones.

3. Provide technical assistance to help meet the requirements of TEA-21.

4. Analyze and evaluate selected metropolitan and statewide planning programs and projects to determine the effectiveness of their content and likeliness of meeting stated goals. Prepare the information for dissemination and/or presentation.

5. Assist in the enhancement and development of transportation planning tools techniques and data reporting mechanisms.

6. Provide support, such as scheduling meetings and making presentations or facilitating the dissemination of planning transportation information, in connection with assigned technical reviews and analysis.

• Planning Methods:

The contractor will support the FTA in developing and disseminating innovative planning techniques to the planning community, and in providing the technical assistance necessary to ensure these techniques are effectively applied. These innovative planning techniques include travel demand forecasting, public involvement, operating and capital cost estimation, project evaluation, risk analysis, transit operations planning and linkages between land use and transportation. This task includes research and development, demonstrations, training, and other forms noted to both short and long range time horizons and different levels of detail. In addition, the production of documents describing innovative practices, case studies, or guidance and training explaining new procedures may be required.

1. Develop travel demand-forecasting procedures, which incorporate activity-based forecasting characteristics. This could include assistance to an agency to operationalize transportation simulation (TRANSIMS), the next generation of travel forecasting models. These procedures should be developed in cooperation with a Metropolitan Planning Organization (MPO) or other agency, which has responsibility for travel demand forecasting, so they can satisfy the forecasting needs of the agency. The procedures should be applied, tested, refined and documented using data, and possibly agency models.

2. Develop models to forecast the impacts of alternatives considered within a subarea or corridor study which account for the risk inherent in each of the impacts produced. These models should be applied, tested, refined and documented in cooperation with an agency, which has the technical capabilities to conduct a subarea or corridor study. The objective is to produce impacts, which account and reflect the uncertainty of current models and future forecasts of input data to these models.

• Financial Planning:

The contractor will support the FTA for the innovative financial analysis necessary for a wide range of planning studies. This includes the development of new methods, documentation of innovative and "best practice" techniques, technical assistance to the planning community in the form of guidance and training, and financial assessments of project specific work or metropolitan financial projections. This work also includes financial capacity assessments of transit projects included in FTA's annual report to Congress, " Report on Funding Levels and Allocations of Funds for Transit Major Capital Investments, Section 5309(m)(3)" the metropolitan planning regulations, the environmental regulations, the new start regulations and other programs.

3. Provide technical assistance and support to FTA, state and local agencies to address the new start criteria issued by FTA in December 1996, as well as new criteria introduced in TEA-21. This will include development of guidance and training provided to Federal, state and local staff to support implementation of the criteria. This also includes technical assistance to FTA in the review of new start information submitted by local agencies as well as the completion of financial assessments and land use assessments of proposed new starts projects.


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• Land Use And Environment Planning:

The contractor shall support FTA in carrying out the agency's responsibilities in complying with the Clean Air Act of 1990, the National Environmental Policy Act and other environmental protection mandates, e.g., federal statutes, executive orders, and implementing regulations protecting environmental resources. In addition, the contractor shall assist the FTA staff in the implementation of the FTA Livable Communities Initiative and related programs through providing technical assistance in the areas of program support, production of materials, research and public involvement.

There is a need for contractor support in key planning activities including 1) the preparation of implementation plans and designs incorporating Livable Communities and transit-oriented development elements, 2) the assessment of environmental, social economic, land use and urban design impacts of projects, 3) feasibility studies, 4) technical assistance, 5) participation by community organizations, and the business community, including small and minority owned businesses, and persons with disabilities, 6) the evaluation of best practices, and 7) the development of innovative urban design, land use and zoning practices.

1. Assist FTA in developing and conducting training seminars and courses on the environmental assessment process for transit agencies and FTA regional staff. Provide technical and logical support for setting up conferences and meetings with federal, state, and local agencies on environmental issues of mutual concern.

2. Conduct research and prepare written guidance on new methods of assessing environmental impacts of transit projects and more effective ways of mitigating adverse impacts. Provide FTA assistance in analysis of specific impacts of proposed transit projects and review environmental impact data provided by project sponsors for inclusion in federal environmental documents.

3. Provide FTA assistance in the planning and conduct of meetings, symposiums, town meetings that will bring together FTA staff, officials of State and local governments, community groups, representatives of other Federal agencies, MPOs, transit agencies, and private sector organizations. In addition, provide on-site assistance to communities in developing overall transit plans that strengthen the relationship between transit and community development.

4. Provide program support to FTA staff and grantees in the implementation of Livable Communities and related programs, including development and articulation of project concepts to FTA Headquarters and regional staff, and assistance reviewing project

5. Review financial analysis developed during the corridor or subarea studies and during the Preliminary Engineering phase of the project development process. These financial reviews should include a detailed analysis of the capital financing plans, local capital investment, financing strategies, local economic and fiscal conditions, the stability and reliability of nonfederal revenue sources, and the financial capability of these transit agencies to finance a major capital investment and potential cost overruns while continuing to operate, maintain, and capitalize the existing transit system.

6. Provide technical assistance for transit agencies, State and Local governments, MPOs, and State Departments of Transportation in the advancement of innovative financing strategies for transit planning and project development. Identify innovative financing strategies that go beyond the traditional pay-as-you go approaches to develop more effective investments in accordance with the President's Executive Order 12893 Principles for Federal Infrastructure Investment. Help identify financing strategies that leverage limited Federal sources and encourage private sector contributions. Also help identify financing strategies which tap new sources of infrastructure investment such as using funding from local governments or sources that previously have not been considered.

• Corridor And Subarea Planning And Project Development:

TEA-21 stipulates that the Secretary of Transportation must make a number of determinations before a grant or loan can be made for the construction of a transit new start project. The determinations require that the planning process generate credible information on project costs, ridership, financing, and environmental impacts. In addition, the current FTA/FHWA metropolitan planning regulations (23 CFR Part 450) require that a corridor for subarea study be conducted on major corridor level transportation problems to consider and evaluate multimodal alternatives as part of the transportation planning and decision making process. A new FTA/FHWA Planning regulation will be developed as directed by TEA-21.

There is a significant need for procedural guidance, technical assistance, and oversight by FTA in corridor planning and development. Planning issues include proactive community involvement, analysis and evaluation of multimodal alternatives and strategies, estimation of costs design and analysis of alternative land use policies and development strategies, consideration of environmental justice and social equity impacts and introduction of innovative financing initiatives. In addition, application of the new starts criteria and rating process as directed by TEA-21 will require FTA procedural and technical assistance as well as oversight.

1. Provide technical assistance and support to FTA in its efforts to disseminate information, procedural and technical guidance to local planning officials and other interested parties related to corridor and subarea planning studies and other planning activities. This will include development of procedural and technical guidance, case studies and best practices, and review of significant issues and new initiatives.

2. Support FTA in review and oversight of project level planning analyses, environmental review processes, and project development documentation. These reviews will be based on best professional practices as well as adherence to appropriate provisions of TEA-21, proposals and data collection. Such projects include those that support mixed-use development; land use planning, zoning and design that encourages alternatives to automobile use and fosters safety.


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C. Functional Area 3 – Transportation Specific Program Management

Background: This area consists of Civil Rights Transit Compliance and Awareness, Transit Policy, Transit Program Management and Acquisition Management and Conference Planning. Possible tasks include the following.

1. Civil Rights Transit Compliance and Awareness

• Develop a national database on ADA paratransit to include funding, type of service, size, trips, volume, condition, etc.

• Conduct comprehensive civil rights compliance reviews including, Title VI, Equal Employment Opportunity (EEO); Disadvantaged Business Enterprise (DBE); ADA fixed route; and on-site ADA complementary paratransit compliance reviews of selected FTA grantees based on identified need.

• Conduct surveys of key rail stations to ensure compliance with the Americans with Disabilities Act of 1990 (ADA) and the Department of Transportation's implementing regulations at 49 CFR Parts 27, 37, and 38 as they relate to public transportation.

• Collaborate with the University Transportation Centers to train the minority community how to participate in the planning process;

• Provide training to the disability/transit communities on ADA rules.

• Conduct research, special studies, evaluations; support training and outreach, and assist in the development of programs and projects.

2. Transit Policy

• Develop improved estimates of transit's condition, performance, and long term investment needs.
• Identify and evaluate the benefits of transit.
• Conduct research into the relationships between transit and land use planning.
• Expand and evaluate testing of standardized on-board passenger surveys.
• Provide technical assistance to encourage the use of and to develop new and innovative financing techniques.
• Provide support to the State Infrastructure Bank pilot program.
• Conduct outreach workshops and forums on transit's contribution to the future of cities and neighborhoods, including livable and sustainable communities.

3. Transit Specific Program Management – These tasks may include the following: Quality Assurance Evaluation of Third Party Contractor Products and Services and Management Accounting and Reporting. These task require experience in sophisticated analysis capability including working knowledge of statistical quality methods, management accounting and reporting, earned value analysis, cost accounting for direct and indirect costs, cost analysis of third party contractor pricing as well as profit analysis support; forecasting and cost estimating techniques as well as strong skills in developing Microsoft applications such as Excel, Word, Access and Project including VBA. These tasks require experience in conducting independent analysis and assessments of third party contractor technical reports and grantee financial information and data. Contractors may be asked to assist in developing training materials and conducting training and seminars.

• Quality Assurance Evaluation of Third Party Project Management Oversight Contractor Products and Services

• Evaluate and observe third party contractor products and services and report to the Task Order Manager (TOM) and Contracting Officer Technical Representative (COTR).
• Complete surveillance documentation as required by FTA’s Quality Assurance Surveillance Plan.
• Make recommendations to the COTR and TOM for issuance of Contract Discrepancy Reports or letters of commendation.
• Make recommendations to the COTR/TOM for the validation of satisfactorily completed work and for administrative actions based on unsatisfactory work or non-performed work by third party Program Management Oversight (PMO) contractors.
• Assist the COTR in identifying necessary changes to the PMO contract or PMO task order, prepare draft cost estimate materials, conduct quality assurance meetings, review submittals for conformance with contract requirements, and maintain work files.
• Identify any requests for changes, deviations, or waivers to the PMO task order requirements (whether generated by FTA personnel or the PMO Contractor).
• Establish cordial but professional relations with third party PMO Contractor management personnel and endeavor to establish a good mutual understanding at the start of the task order.
• Develop work plans to achieve a cost effective mix of inspection types using (1) 100 percent inspections, (2) planned sampling, (3) special inspections and (4) random inspections.
• Develop a Quality Assurance Approach for the assigned third party contractor’s products and services.
• Make recommendations for FTA’s PMO performance evaluations based on analysis of findings using PMO task order requirements and acceptable quality limits.
• Develop Inspection worksheets, analysis spreadsheets and checklists.
• Brief COTR and other FTA personnel on results and recommendations or conduct presentations at FTA sponsored meetings.
• Documents activities and results.

• Management Accounting and Reporting

• Support FTA in its efforts to improve the accountability and effectiveness of FTA’s project management oversight program by assessing, correcting, and reporting on third party contractor management controls and their reported results, activities and data.

• Assess and evaluate contractor deliverables, data and products for internal FTA use to monitor the status of the third party contractual agreement, specific PMO task orders, to assist FTA in its efforts to verify the reasonableness of the third party PMO contractor invoices, reported costs and expenses accrued during the reporting period, and estimate costs to be accrued during the subsequent reporting period(s) as well as cost and schedule performance.


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• Other task may require providing products and services for FTA’s use in:

• Planning and control of third party contractor costs;
• Measurement of third party contractor performance (value for completed tasks, subtasks and individual work orders); and
• Generation of timely and reliable information to be reported at the PMO contract level or for the specific PMO task order level such as the monthly progress report.
• Reviewing and establishing time-phased budgeted cost of work scheduled (including work authorization, budgeting, and scheduling), the budgeted cost for work performed, the actual cost of work performed, the budget at completion, the estimate at completion, and provisions for subcontractor performance measurement and reporting;
• Review and analysis of use and control of undistributed budget (if any);
Identify, analyze and explain significant cost and schedule variances, both on a cumulative basis and projected at completion basis.

4. Acquisition Management

These tasks may consist of assisting FTA with all activities common to all grantees in support of FTA in its management of all FTA Oversight Programs (PMO, Triennial Review Oversight and State Management Oversight, Safety and Security Oversight, Financial System Management and Procurement System Oversight). Contractors should be knowledgeable of the following laws and regulations: fundamental principles of procurement contained in the Federal Acquisition Regulation (FAR) and FTA Circular 4220.1D, Third Party Contracting Requirements.

Tasks may also include assisting FTA with the development of performance based work statements, measurable outcomes and appropriate evaluation criteria.

5. Conference Planning

These tasks may include assistance in developing and conducting training, conference planning, conduct meetings, workshops, conferences, forums and seminars. This may include preparing mailings and background materials, developing the program, arranging for the meeting site, providing logistical support, and preparing event materials. Tasks may also include developing high quality graphic materials and services, including computer-generated presentations.

D. Functional Area 4 – General Program Management

This functional area may include tasks in the following areas: Strategic Planning, Business Process Reengineering, Workforce Planning, Competitive Sourcing, Financial Management and Information Technology Support.

Task in this functional area may include but are not limited to:

1. Strategic Planning and Business Process Reengineering- support services for consultative and advisory tasks to achieve improved planning, business processes, information resource management and measurement in support of its strategic goals and performance objectives.

2. Workforce Planning – support services assisting FTA to align its human capital strategy with mission, goals, and organizational objectives; sustain a high performing workforce that is continuously improving in productivity; and identify skill gaps or deficiencies that exist in mission critical occupations.

3. Competitive Sourcing: Competitive Sourcing Study or competition implementation.

4. Performance Measurement Development – support to ensure that FTA has performance measurements that will satisfy all Federal Management requirements and maximize FTA's effectiveness in managing its funding programs and in optimizing the benefits of Federal transit programs.

5. Financial Management – task may include the following:

• Support services to submit Federally mandated financial statements on an annual and quarterly basis including but not limited to:

• development and maintenance of procedures to establish an accrual process for FTA grant awards for monthly financial statements,
• assessment of Financial Data for Determining Monthly Grant Accrual,
• review of current method for developing accrual for grant expenditures and make necessary changes,
• review FTA Grant documents, obligations and payments history to determine what did not get disbursed in the current month due to the grantee’s inability to request draw down for cost incurred,
• utilizing a statistical sampling methodology,
• establishing a Cash Outlay forecast based on the assessment of the grantee’s outstanding expenditures that will be accrued for the month-end period, using the methodology for developing the grant accrual,
• preparing and documenting the accrual and related financial statement adjustment as of each reporting period, reporting to OST and the Federal Highway Administration (FHWA) for the DOT and Highway Trust Fund (HTF) Consolidated Financial Statements,
• assisting in consolidating the FTA worksheets for the monthly financial statements, including the footnotes, and supplementary information (or coordinate to receive supplementary information from FTA accounting staff responsible for preparation of the financial statements),
• preparing or proposing financial statements adjustments to arrive at final balances (or co-ordinate with FTA accounting staff responsible for preparation).

• Support in the area of cost accounting that will satisfy mandatory managerial and legal requirements and will improve FTA’s cost assignment efforts.

• Information Technology (IT) Support - This requirement is for technical support services for a range of support including IT assessments, infrastructure and software support, web page development, and enterprise architecture maintenance and continued development.

E. Functional Area 5 – Temporary Services

This functional area may include but is not limited to temporary support in the following areas: Clerical, Administrative, HR related support, Financial Management, IT support personnel, and Sign Language Interpreters.


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SECTION D: PACKAGING AND MARKING


N/A – to be included in individual task orders.

SECTION E: INSPECTION AND ACCEPTANCE

Appropriate Inspection and Acceptance criteria will be included in individual orders.

SECTION F: DELIVERIES OR PERFORMANCE

The BPAs established shall be 5 years in length in accordance with FAR Part 8.4.

Appropriate Deliveries or Performance requirements will be included in individual orders.

SECTION G: CONTRACT ADMINISTRATION DATA

Appropriate Contract Administration Data will be included in individual orders.

The following instructions apply:

BILLING INSTRUCTIONS

The Contractor shall submit invoices for payment utilizing Standard Form 1034, “Public Voucher for Purchases and Services Other Than Personal,” to include supporting documentation for all costs/prices claimed in the performance of this contract. Each voucher shall be prepared in accordance with the FTA pamphlet entitled, “Billing Instructions,” and shall be numbered serially starting with No.1 for the first voucher. FTA’s pamphlet on “Billing Instructions” will be made available upon award of this contract. The Standard Form 1034 can be obtained from the “Federal Acquisition Regulations”, Part 53-301.1034 (see website at http://www.arnet.gov/far/)

The Contractor shall submit one copy of all vouchers except for the final voucher, to the FTA Office of Financial Management, TBP-24, at the address shown in Block No. 12 of the Standard Form (SF) 26, “Award/Contract,” and one copy to the designated Contracting Officer’s Technical Representative. The final voucher shall be submitted directly to the attention of the Contracting Officer. Submission of vouchers shall be made monthly. The contract number and title must be stipulated on all vouchers.

METHOD OF PAYMENT PROCEDURE

Payments under this contract shall be made under the Department of Treasury’s Automated Clearing House (ACH) system. Under this system, the funds will be wired (electronically transferred) to the contractor’s financial institution.

Prior to the submission of Voucher No. 1, the Contractor shall insure that the information contained in the TFS Form 3881, “Payment Information Form-ACH Vendor Payment System,” is provided to the Office of Financial Management, TBP-24 (see Block 12 of SF-26). TFS Form 3881 can be obtained from the Treasury’s website at http://fms.treas.gov/eft/forms.html).

FTA’s designated office for electronic funds transfer information is:

Mailing Address: Federal Transit Administration
Office of Procurement TAD -40
400 7th Street, SW, Room 9101
Washington, DC 20590
Telephone: TBD in orders
Point of Contact: TBD in orders

Any changes shall be submitted in writing to the Contracting Officer. It is the Contractor’s responsibility to furnish these changes promptly to avoid payments to erroneous addresses or bank accounts. Failure to provide the requested informational changes to the Contracting Officer may result in delays in the payment of vouchers. Any such delays shall be considered the Contractor’s responsibility.

SECTION H - SPECIAL CONTRACT REQUIREMENTS

Ordering procedures are contained in FAR Part 8.405-2. The alteration or tailoring of GSA Schedule contract terms and conditions, which has implication to the scope of the underlying contract, is strictly prohibited. Such tailoring constitutes cardinal changes in the contractual relationship and may violate the Competition in Contracting Act of 1984 (CICA). When there is a question as to whether additional GSA Schedule BPA terms and conditions conflict with the scope of the GSA Schedule contract, the ordering activity should contact the assigned GSA contracting officer.

FTA will consider socioeconomic status when identifying contractors for order placement.

To the maximum extent practicable, agency requirements shall be performance-based.

All Statements of Work (SOWs) shall include the work to be performed, the location of the work, the period of performance, the deliverable schedule, inspection and acceptance criteria, the applicable performance standards, and any special requirements (e.g., security clearances, travel, and special knowledge).

A firm-fixed price order shall be requested unless the determination is made that it is not possible at the time of placing the order to estimate accurately the extent or duration of the work or to anticipate cost with any reasonable degree of confidence. When such a determination is made, a labor-hour or time-and-materials quotation may be requested. The firm-fixed price of the order should also include any travel costs or other direct charges related to performance of the services ordered, unless the order provides for reimbursement of travel costs at the rates provided in the Federal Travel or Joint Travel Regulations. A ceiling price must be established for labor-hour and time-and-materials orders.

If Other Direct Costs (ODCs) are required in support of a task order SOW, these items should be included in the GSA schedule contract. If not, such costs are subject to FAR Part 8.404(f) which states: For administrative convenience, an ordering activity contracting officer may add items not on the Federal Supply Schedule (also referred to as open market items) to a Federal Supply Schedule blanket purchase agreement (BPA) or an individual task or delivery order only if-

(1) All applicable acquisition regulations pertaining to the purchase of the items not on the Federal Supply Schedule have been followed (e.g., publicizing (Part 5), competition requirements (Part 6), acquisition of commercial items (Part 12), contracting methods (Parts 13, 14, and 15), and small business programs (Part 19));

(2) The ordering activity contracting officer has determined the price for the items not on the Federal Supply Schedule is fair and reasonable;

(3) The items are clearly labeled on the order as items not on the Federal Supply Schedule; and

(4) All clauses applicable to items not on the Federal Supply Schedule are included in the order.

An annual review of the BPA shall be conducted to determine whether—

• The underlying Schedule contract is still in effect;
• The BPA still represents the best value; and
• Estimated quantities/amounts have been exceeded and additional price reductions can be obtained.



SECTION I - CLAUSES AND CLAUSES INCORPORATED IN FULL TEXT

In addition to the clauses applicable for individual Schedule contracts, the following clauses apply:

52.204-2 Security Requirements (Aug 1996)

(a) This clause applies to the extent that this contract involves access to information classified "Confidential," "Secret," or "Top Secret."

(b) The Contractor shall comply with-
(1) The Security Agreement (DD Form 441), including the National Industrial Security Program Operating Manual (DOD 5220.22-M); and
(2) Any revisions to that manual, notice of which has been furnished to the Contractor.

(c) If, subsequent to the date of this contract, the security classification or security requirements under this contract are changed by the Government and if the changes cause an increase or decrease in security costs or otherwise affect any other term or condition of this contract, the contract shall be subject to an equitable adjustment as if the changes were directed under the Changes clause of this contract.

(d) The Contractor agrees to insert terms that conform substantially to the language of this clause, including this paragraph (d) but excluding any reference to the Changes clause of this contract, in all subcontracts under this contract that involve access to classified information.

52.204-7 CENTRAL CONTRACTOR REGISTRATION (OCT 2003).

Central Contractor Registration (CCR) is the "database" and the primary Government repository for Contractor information required for conducting business with the Government. Contractors are advised that prior to an award of a government contract they must be registered the CCR. Contractor may obtain information on registration and annual confirmation requirements via the internet at http://www.ccr.gov or by calling 1-888-227-2423, or 269-961-5757.

1252.237-70 - QUALIFICATIONS OF EMPLOYEES (OCT 1994)

The Contracting Officer may require dismissal from work of those employees which he/she deems incompetent, careless, insubordinate, unsuitable or otherwise objection-able, or whose continued employment he/she deems contrary to the public interest or inconsistent with the best interest of national security. The Contractor shall fill out, and cause each of its employees on the contract work to fill out, for submission to the Government, such forms as may be necessary for security or other reasons. Upon request of the Contracting Officer, the Contractor's employees shall be fingerprinted. Each employee of the Contractor shall be a citizen of the United States of America, or an alien who has been lawfully admitted for permanent residence as evidenced by Alien Registration Receipt Card Form I-151, or who presents other evidence from the Immigration and Naturalization Service that employment will not affect his/her immigration status.


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April 7, 2005 ........................................................................................... DTFT60-05-A-0001

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