#### SECTION A: BACKGROUND  {#section-a-background .unnumbered}

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 Contracts, Blanket Purchase
Agreements, the Contractor agrees to the following terms of a Blanket
Purchase Agreement (BPA) exclusively with the FTA.

> The chart contains the labor categories and labor rates (as
> discounted) that will apply to orders issued under this BPA.
>
> 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 (To be included in
    > individual BPAs).

-   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.

**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.

```{=html}
<!-- -->
```
-   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

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 21^st^ 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)\".
>
> 1\. 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.

2\. 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,
> 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.

-   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 proposals and
> data collection. Such projects include those that support mixed-use
> development; land use planning, zoning and design that encourage
> alternatives to automobile use and foster safety.

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

```{=html}
<!-- -->
```
-   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.

```{=html}
<!-- -->
```
-   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.

-   Other task may require providing products and services for FTA's use
    in:

```{=html}
<!-- -->
```
-   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

[]{.mark}

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).

```{=html}
<!-- -->
```
-   Support in the area of cost accounting that will satisfy mandatory
    managerial and legal requirements and will improve FTA's cost
    assignment efforts.

```{=html}
<!-- -->
```
-   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.

**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]{.underline}. 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](http://fms.treas.gov/)).

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

Mailing Address: Federal Transit Administration

Office of Procurement TAD -40

400 7^th^ Street, SW, Room 9424

Washington, DC 20590

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.