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STATEMENT OF WORK FOR ECONOMIC ANALYSIS
BACKGROUND

The Upper Missouri River Breaks National Monument includes about 375,000 acres of public
land within four counties in north central Montana; Fergus, Chouteau, Blaine, and Phillips
Counties. The economic analysis study area should also include Hill County. Surface ownership
in the five county area includes private, State, Tribal, and Federal.

OBJECTIVES

The Lewistown Field Office of the Bureau of Land Management (BLM) is preparing a resource
management plan (RMP) and environmental impact statement (EIS) for the Upper Missouri River
Breaks National Monument. An economic analysis is needed to provide information to be used in
the course of developing the RMP/EIS.

Specific objectives are to:

1. Characterize the economic conditions and trends for a five county area in north central
   Montana and the relationship to the overall economy in Montana.

2. Describe the degree of dependence on BLM for resources and amenities including what
   portion of the area’s economic activity can be attributable to public land.

3. Characterize impacts to existing conditions and trends based on implementation of a
   reasonable range of management alternatives.

4. Document and report findings for inclusion in a resource management plan and environmental
   impact statement.

STATEMENT OF WORK

The contractor shall:

● Make available, a specialist in economics that has experience in gathering baseline economic
  information, performing an economic impact analysis using accepted analytical methods based
  on a reasonable range of alternatives, writing technical reports, and writing draft and final
  sections for an environmental impact statement. The economic specialist would be a member
  of an interdisciplinary planning team and must be available to attend regularly scheduled team
  meetings on the 2nd Tuesday and Wednesday of each month in Lewistown, Montana,
  beginning in September 2003.

●   Utilize the Economic Profile System (EPS) to characterize baseline economic conditions. The
    economic baseline assessment must interpret information from EPS including trends and the
    degree of dependence on BLM for resources and amenities. EPS was developed by the
    Sonoran Institute under an agreement with the BLM and is public domain. Software, data
    sets, and a user’s manual can be downloaded without charge from the Sonoran Institute’s web
                                                1
site (www.sonoran.org).

● Be committed to the timeframe of this statement of work. Should an unexpected situation
  arise where the economic specialist would not be available to complete the statement of work
  tasks, a substitute must meet the same criteria specified above and meet with the approval of
  the Project Manager from the BLM Lewistown Field Office.

● Provide the economic sections for the Upper Missouri River Breaks National Monument
  Resource Management Plan (RMP) and Environmental Impact Statement (EIS) consistent
  with the Federal Land Policy and Management Act of 1976 and the BLM’s planning
  regulations (43 CFR Part 1600), the National Environmental Policy Act of 1969 and the
  Council of Environmental Quality regulations (40 CFR Parts 1500-1508), the BLM Land Use
  Planning Handbook H-1601-1, and BLM WO IM No. 2002-167 (Social and Economic
  Analysis for Land Use Planning).

STUDY AREA

The study area includes five counties in north central Montana: Fergus, Chouteau, Blaine,
Phillips, and Hill. Four of the counties (Fergus, Chouteau, Blaine, and Phillips) are cooperating
agencies with the BLM in preparation of the RMP/EIS.

COMMUNICATION AND COORDINATION

Frequent open communication and coordination between the Contractor and the BLM will be
required through all phases of the project. Bi-weekly electronic mail contacts documenting
project status and a monthly hard copy progress report are required.

Attendance of the economic specialist is required at regularly scheduled team meetings on the 2nd
Tuesday and Wednesday of each month in Lewistown, Montana.

The primary contact for the Contractor will be the BLM contracting officers’ representative
(COR). The Contractor will not contact other BLM specialists directly for information without
first going through the COR.

Deliverables shall be addressed to the BLM as follows:

Bureau of Land Management
Jerry Majerus, Project Manager
P.O. Box 1160
Lewistown, MT 59457

PERIOD OF PERFORMANCE

Work will take place approximately August 2003 through June 2005. The scheduled due dates in
the deliverables could change based on public comment periods, public review comments, and
unforeseen circumstances. Any change in scheduled due dates will be a modification to the
contract.
                                                 2
DELIVERABLES

•   A draft and final economic baseline assessment of the existing conditions and trends in the five
    county study area along with the study areas relationship to public land and the overall
    economy in Montana. The economic baseline assessment should provide information for
    individual communities where possible, individual counties, five county study area, and a
    complete bibliography. The draft economic baseline assessment is due September 30, 2003.
    The final economic baseline assessment is due November 13, 2003.

•   A draft and final economic section for the affected environment chapter in the draft RMP/EIS.
    This section should be summarized and/or based on information from the final economic
    baseline assessment (approximately 15 pages). The draft economic section is due December
    5, 2003. The final economic section is due January 21, 2004.

•   A draft and final economic section for the environmental consequences chapter of the draft
    RMP/EIS. This section should characterize the economic impacts to existing conditions and
    trends based on the implementation of a reasonable range of alternatives (approximately 20
    pages). A reasonable range of alternatives will be provided by the BLM. The draft economic
    section is due December 29, 2003. The final economic section is due February 11, 2004.

•   Review of the preliminary draft RMP/EIS. Review begins on or about April 1, 2004. Review
    comments are due within 15 workdays.

•   Any necessary revisions to the economic sections of the affected environment and
    environmental consequences chapters based on the BLM and cooperating agencies review of
    the preliminary draft RMP/EIS. Revisions are due May 21, 2004.

•   A summary of the economic comments received from the public on the draft RMP/EIS. The
    summary of economic comments is due October 22, 2004.

•   A draft and final response(s) to all substantive economic comments received from the public
    on the draft RMP/EIS for inclusion in the final RMP/EIS. The draft response(s) is due
    November 30, 2004. The final response(s) is due January 11, 2005.

•   A draft and final economic section of the affected environment chapter for the final RMP/EIS
    based on public comments received on the draft RMP/EIS (approximately 15 pages). The
    draft economic section is due November 30, 2004. The final economic section is due January
    11, 2005.

•   A draft and final economic impact analysis section for the environmental consequences
    chapter based on a reasonable range of alternatives provided by BLM for the final resource
    management plan and environmental impact statement (approximately 20 pages). The draft
    economic section is due November 30, 2004. The final economic section is due January 11,
    2005.
                                                 3
•   Review of the preliminary final RMP/EIS. Review begins on or about February 1, 2005.
    Review comments are due within 15 workdays.

•   Any necessary revisions to the economic sections of the affected environment and
    environmental consequences chapters based on the BLM and cooperating agencies review of
    the preliminary final RMP/EIS. Revisions are due March 25, 2005.

•   All draft and final sections should be formatted using 1-inch margins (top, bottom, right, and
    left), font Times New Roman, font style regular, and size 12.

•   Seven copies of all draft sections should be submitted for BLM’s review with accompanying
    CD in Microsoft Word format.

•   The BLM will turn comments on all drafts around in 15 workdays.

•   Within 15 workdays of receiving comments from BLM on draft economic sections, the
    contractor will submit final reports (one copy) with accompanying CD in Microsoft Word
    format.




                                                 4

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(13.5) contracting sow example

  • 1. STATEMENT OF WORK FOR ECONOMIC ANALYSIS BACKGROUND The Upper Missouri River Breaks National Monument includes about 375,000 acres of public land within four counties in north central Montana; Fergus, Chouteau, Blaine, and Phillips Counties. The economic analysis study area should also include Hill County. Surface ownership in the five county area includes private, State, Tribal, and Federal. OBJECTIVES The Lewistown Field Office of the Bureau of Land Management (BLM) is preparing a resource management plan (RMP) and environmental impact statement (EIS) for the Upper Missouri River Breaks National Monument. An economic analysis is needed to provide information to be used in the course of developing the RMP/EIS. Specific objectives are to: 1. Characterize the economic conditions and trends for a five county area in north central Montana and the relationship to the overall economy in Montana. 2. Describe the degree of dependence on BLM for resources and amenities including what portion of the area’s economic activity can be attributable to public land. 3. Characterize impacts to existing conditions and trends based on implementation of a reasonable range of management alternatives. 4. Document and report findings for inclusion in a resource management plan and environmental impact statement. STATEMENT OF WORK The contractor shall: ● Make available, a specialist in economics that has experience in gathering baseline economic information, performing an economic impact analysis using accepted analytical methods based on a reasonable range of alternatives, writing technical reports, and writing draft and final sections for an environmental impact statement. The economic specialist would be a member of an interdisciplinary planning team and must be available to attend regularly scheduled team meetings on the 2nd Tuesday and Wednesday of each month in Lewistown, Montana, beginning in September 2003. ● Utilize the Economic Profile System (EPS) to characterize baseline economic conditions. The economic baseline assessment must interpret information from EPS including trends and the degree of dependence on BLM for resources and amenities. EPS was developed by the Sonoran Institute under an agreement with the BLM and is public domain. Software, data sets, and a user’s manual can be downloaded without charge from the Sonoran Institute’s web 1
  • 2. site (www.sonoran.org). ● Be committed to the timeframe of this statement of work. Should an unexpected situation arise where the economic specialist would not be available to complete the statement of work tasks, a substitute must meet the same criteria specified above and meet with the approval of the Project Manager from the BLM Lewistown Field Office. ● Provide the economic sections for the Upper Missouri River Breaks National Monument Resource Management Plan (RMP) and Environmental Impact Statement (EIS) consistent with the Federal Land Policy and Management Act of 1976 and the BLM’s planning regulations (43 CFR Part 1600), the National Environmental Policy Act of 1969 and the Council of Environmental Quality regulations (40 CFR Parts 1500-1508), the BLM Land Use Planning Handbook H-1601-1, and BLM WO IM No. 2002-167 (Social and Economic Analysis for Land Use Planning). STUDY AREA The study area includes five counties in north central Montana: Fergus, Chouteau, Blaine, Phillips, and Hill. Four of the counties (Fergus, Chouteau, Blaine, and Phillips) are cooperating agencies with the BLM in preparation of the RMP/EIS. COMMUNICATION AND COORDINATION Frequent open communication and coordination between the Contractor and the BLM will be required through all phases of the project. Bi-weekly electronic mail contacts documenting project status and a monthly hard copy progress report are required. Attendance of the economic specialist is required at regularly scheduled team meetings on the 2nd Tuesday and Wednesday of each month in Lewistown, Montana. The primary contact for the Contractor will be the BLM contracting officers’ representative (COR). The Contractor will not contact other BLM specialists directly for information without first going through the COR. Deliverables shall be addressed to the BLM as follows: Bureau of Land Management Jerry Majerus, Project Manager P.O. Box 1160 Lewistown, MT 59457 PERIOD OF PERFORMANCE Work will take place approximately August 2003 through June 2005. The scheduled due dates in the deliverables could change based on public comment periods, public review comments, and unforeseen circumstances. Any change in scheduled due dates will be a modification to the contract. 2
  • 3. DELIVERABLES • A draft and final economic baseline assessment of the existing conditions and trends in the five county study area along with the study areas relationship to public land and the overall economy in Montana. The economic baseline assessment should provide information for individual communities where possible, individual counties, five county study area, and a complete bibliography. The draft economic baseline assessment is due September 30, 2003. The final economic baseline assessment is due November 13, 2003. • A draft and final economic section for the affected environment chapter in the draft RMP/EIS. This section should be summarized and/or based on information from the final economic baseline assessment (approximately 15 pages). The draft economic section is due December 5, 2003. The final economic section is due January 21, 2004. • A draft and final economic section for the environmental consequences chapter of the draft RMP/EIS. This section should characterize the economic impacts to existing conditions and trends based on the implementation of a reasonable range of alternatives (approximately 20 pages). A reasonable range of alternatives will be provided by the BLM. The draft economic section is due December 29, 2003. The final economic section is due February 11, 2004. • Review of the preliminary draft RMP/EIS. Review begins on or about April 1, 2004. Review comments are due within 15 workdays. • Any necessary revisions to the economic sections of the affected environment and environmental consequences chapters based on the BLM and cooperating agencies review of the preliminary draft RMP/EIS. Revisions are due May 21, 2004. • A summary of the economic comments received from the public on the draft RMP/EIS. The summary of economic comments is due October 22, 2004. • A draft and final response(s) to all substantive economic comments received from the public on the draft RMP/EIS for inclusion in the final RMP/EIS. The draft response(s) is due November 30, 2004. The final response(s) is due January 11, 2005. • A draft and final economic section of the affected environment chapter for the final RMP/EIS based on public comments received on the draft RMP/EIS (approximately 15 pages). The draft economic section is due November 30, 2004. The final economic section is due January 11, 2005. • A draft and final economic impact analysis section for the environmental consequences chapter based on a reasonable range of alternatives provided by BLM for the final resource management plan and environmental impact statement (approximately 20 pages). The draft economic section is due November 30, 2004. The final economic section is due January 11, 2005. 3
  • 4. Review of the preliminary final RMP/EIS. Review begins on or about February 1, 2005. Review comments are due within 15 workdays. • Any necessary revisions to the economic sections of the affected environment and environmental consequences chapters based on the BLM and cooperating agencies review of the preliminary final RMP/EIS. Revisions are due March 25, 2005. • All draft and final sections should be formatted using 1-inch margins (top, bottom, right, and left), font Times New Roman, font style regular, and size 12. • Seven copies of all draft sections should be submitted for BLM’s review with accompanying CD in Microsoft Word format. • The BLM will turn comments on all drafts around in 15 workdays. • Within 15 workdays of receiving comments from BLM on draft economic sections, the contractor will submit final reports (one copy) with accompanying CD in Microsoft Word format. 4