WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 1 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS Table of Contents 50 - INTERAGENCY AGREEMENTS ............................................................................. 2 50.1 - Authorities ........................................................................................................................ 2 50.3 - Policy ................................................................................................................................ 3 50.5 - Definitions ........................................................................................................................ 4 51 - STATUTORY REQUIREMENTS AND FORMATS .................................................. 5 51.1 - Economy Act of June 30, 1932 ........................................................................................ 5 51.11 - General Requirements ................................................................................................ 5 51.12 - Type of Work .............................................................................................................. 5 51.2 - Service First Authority, Section 330 of the Department of the Interior and Related Agencies Appropriations Act of 2001, Pub. L. 106-291, 114 Stat. 996, 43 USC section 1701 ................................................................................................................................ 6 51.21 - General Requirements ................................................................................................ 6 51.22 - Type of Work .............................................................................................................. 7 51.3 - Department of Agriculture Reorganization (7 USC 6915)............................................... 7 51.31 - General Requirements ................................................................................................ 7 51.32 - Type of Work .............................................................................................................. 8 51.4 - Cooperation with Federal and State Agencies and Foreign Countries (Act of August 27, 1958, 23 USC 308(a), P. L. 85-767) ............................................................................... 8 51.41 - General Requirements ................................................................................................ 8 51.42 - Type of Work .............................................................................................................. 8 52 - PROCEDURES FOR INITIATING, NEGOTIATING, FORMATTING, AND EXECUTING INTERAGENCY AGREEMENTS ................................................... 8 52.1 - Forest Service is Initiating the Interagency Agreement (Buyer) ...................................... 8 52.2 - Forest Service Receives the Interagency Agreement (Seller) .......................................... 9 52.3 - Negotiating Interagency Agreements ............................................................................... 9 52.4 - Formatting Interagency Agreements .............................................................................. 10 53 - PROCEDURES FOR EXECUTING AND ADMINISTERING INTERAGENCY AGREEMENTS .................................................................................................. 11 53.1 - Executing an Interagency Agreements ........................................................................... 11 53.2 - Modifications to Interagency Agreements ..................................................................... 11 53.3 - Disputes .......................................................................................................................... 12 54 - PROCEDURES FOR DE-OBLIGATION AND/OR CLOSE-OUT OF INTERAGENCY AGREEMENTS ....................................................................... 12 55 - RATIFICATION ...................................................................................................... 13 59 - SAMPLES .............................................................................................................. 13 59.1 - AD-672 Interagency Agreement Sample ....................................................................... 14 59.2– FS-1500-6 Narrative Interagency Agreement Sample.................................................... 20 59.3 - Economy Act Determination and Finding Sample ......................................................... 27 WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 2 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 50 - INTERAGENCY AGREEMENTS This chapter prescribes uniform administrative requirements applicable to all Forest Service interagency agreements with other Federal agencies/departments. Interagency agreements are used when one Federal agency is in a position to provide materials, supplies, equipment, work, or services of any kind that another agency needs to accomplish its mission. These may also be referred to as “intra-governmental orders (IGOs).” This is not to be confused with intra-agency agreements between two Forest Service units. Intra-agency agreements are not external agreements and, therefore, are not covered by FSM 1580 or this handbook. 50.1 - Authorities The following four authorities are the most commonly used Forest Service interagency authorities. Other authorities exist for Forest Service use, but are not listed. When using listed and non-listed authorities, be sure to read the authorizing statute or code. Note: There may be authorities that a cooperating agency may lawfully cite in an agreement with the Forest Service, but their authority may or may not be an appropriate authority for the Forest Service to cite. In cases where the authority is inappropriate for the Forest Service to cite, the Forest Service shall find an appropriate authority. The following authorities are often used by the Forest Service for entering into Interagency Agreements with other Federal agencies: 1. The Economy Act of June 30, 1932 (31 USC 1535, P. L. 97-258 and 98-216). (FSM 1580.11). Section 601 of this Act authorizes one Federal agency to requisition work, services, supplies, materials, or equipment from another Federal agency. 2. Service First Authority, Section 330 of the Department of the Interior and Related Agencies Appropriations Act of 2001, Pub. L. 106-291, 114 Stat. 996, 43 USC sec. 1701 note, as amended by Section 428 of the Department of the Interior, Environment, and Related Agencies Appropriations Act of 2006, Public Law No. 109-54, 119 Stat. 555, and as further amended and extended to September 30, 2011 by Section 418 of the 2009 Omnibus Appropriations Act, Pub. L. 111-8. (FSM 1580.12). This Act is designed to improve customer service between the U.S. Department of Interior land management agencies, that is, Bureau of Land Management (BLM), National Park Service (NPS), and Fish and Wildlife Service (FWS), and the Forest Service by providing streamlined, onestop shopping across agency jurisdictional boundaries for public land users, and to enhance work accomplished between Federal agencies through shared facilities, services, and employees. 3. Department of Agriculture Reorganization (7 USC 6915). (FSM 1580.12). This Act directs agencies of the Department, where practicable, to combine field offices and jointly use office space, equipment, office supplies, and administrative and clerical personnel. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 3 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 4. Cooperation with Federal and State Agencies and Foreign Countries (Act of August 27, 1958, 23 USC 308(a), P. L. 85-767). (FSM 1580.11). This Act authorizes the Federal Highway Administration to perform by contract or otherwise, authorized engineering or other services in connection with the survey, construction, maintenance, or improvement of highways on behalf of other Government agencies. 50.3 - Policy 1. The Forest Service may be either the buyer (requesting) or seller (performing) agency. 2. Intra-governmental Business Rules (that is, Federal governmental departments and agencies to other Federal governmental departments and agencies). OMB Business Rules for Intra-governmental Transactions standardize processes to facilitate the reconciliation of Intra-governmental balances and place the Federal Government one step closer to resolving material weaknesses of the U.S. Consolidated Financial Statements related to intra-governmental balances and transactions, as referenced in the Treasury Financial Manual. The Treasury Financial Manual governs all intergovernmental business, specifically transactions that entail the exchange of goods and services or transfers between Federal agencies. 3. Fund work performed for another Federal agency with appropriations from that agency, which are available for that purpose and within the timeframes established for expenditure of the appropriations. Another Federal agency may not delegate their statutory authority to the Forest Service via the agreement process, unless specifically authorized by the other agency’s statute. Both agencies shall possess the statutory authority to do the work required. 4. Fund work performed by another agency with appropriations that are available for that purpose and within the timeframes established for expenditure of the appropriations. Statutory authority may not be delegated to another agency via the agreement process, unless specifically authorized by statute. Both agencies shall possess the statutory authority to do the work required. 5. Unless specifically authorized, funding must not be provided to another Federal agency in order to accomplish the mission of that other agency, as this arrangement would constitute an improper augmentation of appropriations. 6. No appropriation must be available for interagency financing of boards, commissions, or councils, and so forth, unless specifically authorized under statute (31 USC 1346). WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 4 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 7. When performing work for another Federal agency, recover actual costs, including indirect costs, and receive payment in proportion to the benefits conferred, see FSH 1909.13, chapter 40 and annual Program Direction. (Program Direction is found by navigating to http://fsweb/results, and selecting Budget Overview, and then Plan.) 8. Ensure the work is authorized by Forest Service related statutes and appropriations. 9. The Forest Service may not apply for and receive Federal grant funds (that is, from another Federal agency), except when an authority specifically states it is permissible, such as the Department of Transportation Federal Highway Administration Scenic Byways Grant Program. Otherwise, the Forest Service may improperly augment its Federal appropriations. 10. Interagency transactions not handled by G&A specialists include: a. Any agreements that are negotiated between Forest Service staff offices, that is, Forest Service to Forest Service. b. GSA Reimbursable Work Authorizations (RWA) (GSA Form 2957). c. Government Printing Office (Forms: SF-1 or GPO-2511). d. Training with other Federal agencies (AD-182). e. Federal to Federal monetary awards. 50.5 - Definitions Buyer. The requesting Federal agency or department of the goods or services as described in the interagency agreement is the buyer, also known as the requesting agency. Interagency Agreements. Interagency agreements are the instruments used when one Federal agency/department is in a position to provide materials, supplies, equipment, work, or services of any kind that another Federal agency or department needs to accomplish its mission. Seller. The providing Federal agency or department of the goods or services as described in the interagency agreement is the seller, also known as the performing/servicing agency. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 5 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 51 - STATUTORY REQUIREMENTS AND FORMATS 51.1 - Economy Act of June 30, 1932 51.11 - General Requirements Before procuring goods or services from another Federal agency, the signatory official shall determine that: 1. The order/purchase is in the best interest of the United States. 2. The required goods or services may not be procured by contract as conveniently or cheaply as from a commercial enterprise. 3. The agency filling the order is able to provide or procure by contract the required goods or services. 4. Funds are available for that purpose. 5. Federal Acquisition Regulation Determination. Interagency agreements for the purpose of acquiring goods and/or services are governed by Federal Acquisition Regulation (FAR) 17.5, Interagency Acquisitions Under the Economy Act. When the Forest Service places an order for supplies or services from another Federal department/agency, the completion of an Economy Act Determination and Finding Letter is required. The program manager shall prepare and sign a determination and finding (D&F) in accordance with FAR 17.503 for review and approval by a contracting officer. A copy of the approved D&F must be placed in the official file. Subsequent increases in funding to an order require the completion of a new D&F. A sample Economy Act Determination is in section 59.3 6. This authority must not be used to circumvent procurement conditions or limitations imposed on the Forest Service. The Economy Act of June 30, 1932, states that any procurement limitations on the ordering agency shall also apply to the performing agency. 51.12 - Type of Work See section 59 for sample agreements. Examples of work permissible under the Act include: 1. An interagency agreement, which provides Forest Service funding to another Federal agency to procure information technology (IT) services through their existing contract. The funding should be used by the other Federal agency to issue an order against their IT services contract. The IT services ordered must be delivered to the Forest Service unit issuing the interagency agreement. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 6 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 2. An interagency agreement, which provides Forest Service funding for another Federal agency to maintain a resource database. The data are shared by the agencies in the performance of their respective missions, thus avoiding duplication of costs. 3. An interagency agreement, where another Federal agency provides funds to the Forest Service for resource projects, such as tree planting, prescribed fire, riparian services, and so forth, and the Forest Service provides those services. 51.2 - Service First Authority, Section 330 of the Department of the Interior and Related Agencies Appropriations Act of 2001, Pub. L. 106-291, 114 Stat. 996, 43 USC section 1701 Service First Authority, Section 330 of the Department of the Interior and Related Agencies Appropriations Act of 2001, Pub. L. 106-291, 114 Stat. 996, 43 USC section 1701 note, as amended by Section 428 of the Department of the Interior, Environment, and Related Agencies Appropriations Act of 2006, Public Law No. 109-54, 119 Stat. 555, and extended through March 6, 2009, under the Consolidated Security, Disaster Assistance, and Continuing Appropriations Act, 2009 (P.L. 110-329). Service First began as a Forest Service and Bureau of Land Management (BLM) initiative to improve customer service by providing streamlined activities across agency jurisdictional boundaries for public land users. To better fulfill the agencies’ complementary missions and objectives and promote customer service and efficiency, Service First authority allows the Forest Service and three U.S. Department of Interior land management agencies to combine, coordinate, and collaborate on projects and programs to attain commonly defined goals and objectives. 51.21 - General Requirements 1. Only applies to four agencies: the Forest Service and the U.S. Department of the Interior’s Bureau of Land Management, National Park Service, and Fish and Wildlife Service. 2. The participating agencies may conduct projects, planning, permitting, leasing, contracting, and other activities either jointly or on behalf of one another. 3. The agencies may co-locate in Federal offices and facilities leased by an agency of either Department. 4. The four agencies may make reciprocal delegations of respective authorities, duties, and responsibilities in support of the “Service First” initiative agencywide to promote customer service and efficiency (see FSM 1237 Delegations of Authority to Other Federal Officials). WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 7 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 5. Agreements should follow the Service First Memorandum of Understanding, which outlines the framework and the procedures the agencies use to fulfill Service First partnerships (See the Washington Office G&A Web page for a copy of the MOU). 6. The authority is servicewide and has no legislated limitations on the types of funds that may be used to enter into a partnership. 51.22 - Type of Work Examples of work permissible under the Act include: 1. Participating agencies may use Service First authority to share an employment position between the participating units. For example, the BLM Lakeview Field Office and the Fremont-Winema National Forest share one administrative officer for their co-located office in Lakeview, Oregon. The one administrative officer provides consistency and efficiency for their shared office space as well as other shared services between the two units. The administrative officer has reciprocal authority delegated for both agencies’ funds and administrative duties. 2. The participating agencies may pool resources. For example, the Forest Service and the BLM created a partnership to provide consistent cadastral survey services to Federal lands in central California. All survey work required by all Federal lands within the project area are performed through a pooled association of both agencies’ surveyors. Sharing agencies’ land surveyor skills is more efficient in this region because it capitalizes on the overall small skill base and provides flexibility in this challenging, mountainous region. Work is performed by either agency regardless of agency affiliation with priorities established by a management board from participating areas. 3. Participating agencies may share front desk or visitor contact representatives. For example, the San Juan Public Lands Center in Durango, Colorado jointly staffs visitor contact representatives (front desk employees) that serve the BLM and the Forest Service. The public only needs to go to one office, instead of two, for visitor information such as recreation maps, and to acquire permits (firewood, Christmas tree, forest product, and so forth). The front desk employees have authority to issue and sell both BLM and Forest Service permits to the public, regardless of employing agency. 51.3 - Department of Agriculture Reorganization (7 USC 6915) 51.31 - General Requirements This Act directs agencies of the Department, where practicable, to combine field offices and jointly use office space, office supplies, and administrative and clerical personnel. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 8 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 51.32 - Type of Work 1. An interagency agreement between two USDA agencies to co-locate in one Federallyowned or -leased building. 2. An interagency agreement to document the exchange of personnel between the Forest Service and another USDA agency. No funding is exchanged. 51.4 - Cooperation with Federal and State Agencies and Foreign Countries (Act of August 27, 1958, 23 USC 308(a), P. L. 85-767) 51.41 - General Requirements 1. The Secretary of Transportation is authorized to perform by interagency agreement, authorized engineering or other services in connection with the survey, construction, maintenance, or improvement of highways for the Forest Service and other Government agencies, cooperating foreign countries, and State cooperating agencies, and reimbursement for such services, which may include depreciation on engineering and road building equipment used, shall be credited to the appropriation concerned. 2. Appropriations for the work of the Federal Highway Administration shall be available for expenses of warehouse maintenance and the procurement, care, and handling of supplies, materials, and equipment for distribution to projects under the supervision of the Federal Highway Administration, or for sale or distribution to other Government agencies, cooperating foreign countries, and State cooperating agencies, and the cost of such supplies and materials or the value of such equipment, including the cost of transportation and handling, may be reimbursed to current applicable appropriations. 51.42 - Type of Work An example of work permissible under the Act is an interagency agreement with the Federal Highway Administration to replace two miles of State road that was destroyed during the construction of a Forest Service recreation facility. 52 - PROCEDURES FOR INITIATING, NEGOTIATING, FORMATTING, AND EXECUTING INTERAGENCY AGREEMENTS 52.1 - Forest Service is Initiating the Interagency Agreement (Buyer) The following items must be identified and documented in the agreement: 1. The methods of coordination and types of activities to be performed; 2. Which party is performing all or part of the activities; WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 9 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 3. Start and end dates; 4. Billing or payment procedures, and the need for detailed break-down to accompany each billing, if any; 5. An Alternative Dispute Resolution provision and termination procedures; and 6. If citing the Economy Act as the authority, complete a Determination and Finding. 52.2 - Forest Service Receives the Interagency Agreement (Seller) The G&A specialist shall verify that the document includes the following: 1. The methods of coordination and types of activities to be performed; 2. Which party is performing all or part of the activities; 3. Start and end dates; 4. An Alternative Dispute Resolution provision and termination procedures; 5. Billing or payment procedures, and the need for detailed break-down to accompany each billing, if needed. When collecting funds through an Interagency Agreement, contact Albuquerque Service Center (ASC) - Reimbursable and Advance Collection Agreement (RACA) for further direction; and 6. If the parties are sharing costs of a jointly funded project, identify each party's cost obligation broken down by direct and indirect costs, and in-kind contributions, in the agreement or financial plan and state whether or not reimbursement is to be made to the performing agency. 52.3 - Negotiating Interagency Agreements Each party is free to negotiate the terms or conditions presented by the other party as authorized by legislative authority. Unless otherwise authorized by statute, another agency may not transfer their authority to the Forest Service. If needed, obtain Office of the General Counsel advice. Regardless of who initiates discussions, many elements of a project are subject to negotiation. Discussions may be terminated by any party at any time. Work should not be performed prior to the execution of an agreement. 1. Total Costs. Negotiating cost elements involves identifying the estimated direct and indirect costs and in-kind contributions, itemizing all negotiated cost elements on the agreement or financial plan. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 10 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 2. Payments and Billings for Interagency Agreements. a. Payments. Advance or reimbursable payments from the requesting agency to be made to the performing agency may be negotiated and should be clearly stated in the agreement. The amount of a payment is determined by the scope of work. Typically, reimbursement is used. b. Billings. The most commonly used method for transferring funds between Federal agencies is the Interagency Payments and Collections (IPAC) system. 3. Title to Property. Title to any equipment and excess materials acquired to perform the work must be documented in the agreement. If needed, contact a Forest Service property specialist for assistance. 4. Use of Funds. Funds should be used within the period of performance and scope of work, and must be used in accordance with Federal appropriations law. When agreement between the parties is reached, the agreement is ready to be developed in writing and executed. The certified G&A specialist may be involved in initiating and negotiating the agreement in accordance with Forest Service Manual and Forest Service Handbook directives. 52.4 - Formatting Interagency Agreements To enter into an interagency agreement, the Forest Service may use one of the following: 1) AD-672, Reimbursement or Advance of Funds Agreement (see sec. 59.1 for an example); other Federal agency formats; or, FS-1500-6, Narrative format (see sec. 59.2 for an example). In all instances, the agreements must at a minimum: 1. Cite the appropriate statutory authority for entering into the agreement. 2. Cite a Forest Service and the other agency’s Federal Identifier Number, that is, the agreement number. 3. Identify the project, scope of work, period of performance, and cost breakdown. Scope of work must identify work to be performed by each agency, when applicable, and a project description (including methodology and technical specifications). 4. Provide the Data Universal Numbering System (DUNS) for the Forest Service (that is, 929332484) and Agency Location Code (ALC) for the Forest Service (that is, 12-401100). Both agencies provide the DUNS and ALC. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 11 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 5. Provide the Common Agency Number (CAN) when cooperating with USDA agencies. The buyer provides the CAN. In the Forest Service, the G&A specialist is responsible for obtaining the CAN from ASC (via National Finance Center (NFC)). 6. Provide the receiving agency’s delivery address, if location is different from the physical address listed in Central Contractor Registry (CCR). 7. Provide the Treasury Account Symbol (TAS) and Business Event Transaction Code (BETC). Both agencies provide the TAS and BETC. 8. Provide the Miscellaneous Order (MO) number, formatted as follows: MOXXXXXXXXXXX#00Z, where the “Xs” represent the MO number and the #00Z represents the applicable line number in I-Web of the accounting information related to the obligation, that is, 001 or 002, and so forth. 9. Include any reporting requirements. 10. Include any mandatory Forest Service provisions, if needed. Some of these provisions are optional depending on the information already provided on the Form AD-672, Reimbursement or Advance of Funds Agreement (ch. 90 of this handbook). Billing and payment provisions are mandatory. 11. Include both agencies’ contact information, including: name, title, phone number, email address, fax number, and mailing address. 12. Include signature and date block for each party’s signatory official. 53 - PROCEDURES FOR EXECUTING AND ADMINISTERING INTERAGENCY AGREEMENTS 53.1 - Executing an Interagency Agreements See section 14.4 of this handbook, Executing an Instrument. 53.2 - Modifications to Interagency Agreements Modifications within the scope of the instrument must be made by mutual consent of the parties by the issuance of a written modification, signed and dated by all parties, prior to any changes being performed. Ensure that the modification is bilaterally executed prior to performance of any new work or change in project methodology. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 12 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 1. Components of a Modification Document. To enter into a modification, the Forest Service may use one of the following: form AD-672, Reimbursement or Advance of Funds Agreement; Other Federal agency formats; or, FS-1500-6, Narrative format. For consistency, modifications should follow the format of the original agreement. Ensure that the modification document contains the following items: a. The agreement number and the appropriate modification number; b. Total amount of funds provided (or deobligated) under the modification and the financial information needed by either agency to facilitate payments and/or billing processes; c. A narrative description of the revised or new work within the scope of the original agreement that has been negotiated and accepted by all parties involved; d. The following statement should be included in the modification: “Except as set forth above, all other terms and conditions of the agreement shall remain the same, unchanged and in full force and effect.” and; e. Bilateral signature blocks. 2. Supporting Documentation. When subsequent increases in funding are part of the modification, then the completion of a new Economy Act Determination & Finding (D&F) is required, when citing the Economy Act as the statutory authority. A copy of the approved D&F must be placed in the official file. 53.3 - Disputes Disputes resolution guidance is found in the Treasury Financial Manual. The policy outlined in the manual is the guiding principle for settling disputes between Federal agencies and the process should be initiated at the earliest sign of a dispute. 54 - PROCEDURES FOR DE-OBLIGATION AND/OR CLOSE-OUT OF INTERAGENCY AGREEMENTS Close-out of interagency agreements is the process by which the Forest Service determines that all applicable administrative actions and all required work have been completed by the Forest Service. Follow the guidance in section 16 of this handbook. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 13 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 55 - RATIFICATION Blatant disregard for following the proper administrative procedures to establish a properly executed agreement, which creates a Forest Service obligation to another Federal agency, may require ratification. Reference guidance in section 15.8 of this handbook for the ratification process. 59 - SAMPLES The following exhibits are samples of Interagency Agreements. Included are an AD-672 (sec. 59.1), FS-1500-6 Narrative Interagency Agreement (sec. 59.2), and an Economy Act Determination and Finding (sec. 59.3). WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 14 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.1 - AD-672 Interagency Agreement Sample 59.1 - Exhibit 01 AD-672 Interagency Agreement Sample REIMBURSEMENT OR ADVANCE OF FUNDS AGREEMENT 1. AGREEMENT NUMBER 2. FISCAL YEAR 3. ESTIMATED (25) (4) AMOUNT (11) 09-IA-11130206-031 2009 $158,134 7. AGENCY REQUESTING SERVICE 4. AGY. BILL IND. (1) 1 5. TRANS CODE (1) 2 6. ACTION CODE (1) 1 8. AGENCY PERFORMING SERVICE NAME (32) USDA FOREST SERVICE (ALC = 12-40-1100) NAME (32) USDI, AVIATION MANAGEMENT DIRECTORATE (ALC = 14-010002) 1ST LINE ADDRESS (32) 1ST LINE ADDRESS (32) NATIONAL INTERAGENCY FIRE CENTER NATIONAL BUSINESS CENTER 2ND LINE ADDRESS (32) 2ND LINE ADDRESS (32) 3833 S. DEVELOPMENT 300 E. MALLARD DR., SUITE 200 CITY (21) STATE(2) ZIP CITY(21) STATE (2) ZIP BOISE ID BOISE ID CODE (9) CODE 83705 (9) 83706 9. SERVICE TO BE PERFORMED (Give brief explanation and basis for determining cost of services. Attach additional sheet if needed.) This agreement is to document Forest Service FY09 reimbursement to USDI, Aviation Management for support related to interagency aviation training, such as aviation conferences and education workshops and the production of web-based training programs to continue to provide cost-effective training to aviation users in the Forest Service. The attached Exhibit’s A and B are by reference incorporated and made a part of this agreement. Total funds obligated for the agreement = $158,134. Obligation Doc - MO#G13991654 (lines #001-008); FS Agreement # 09IA-11130206-031 10. LIST REFERENCES TO CORRESPONDENCE RELATIVE TO THIS WORK (Requesting Agency only.) (50) IN ACCORDANCE WITH THE ECONOMY ACT OF JUNE 30, 1932, SECTION 601, 31 USC1535 11. DURATION OF AGREEMENT 12. METHOD OF PAYMENT EFFECTIVE DATE (From) October 1, 2008 REIMBURSEMENT CONTINUING THROUGH September 30, 2009 5 BILLING FREQUENCY ADVANCE OF FUNDS TYPE OF ACCOUNT 13. FINANCING (REQUESTING AGENCY - WHEN NOT SERVICED BY NFC) APPROPRIATION SYMBOL AND TITLE TAS=12X1115, BETC=DISB PROJECT, ALLOTMENT, OR WORKPLAN NO. (As applicable) 14. FINANCING (REQUESTING AGENCY - WHEN SERVICED BY NFC) AGENCY FUND CODE CODE 11 ACCT. STATION VARIOUS ACCOUNTING CLASSIFICATION A B C D E MULTIPLE LINES (see attached) OBJECT CLASS AMOUNT 2510 $158,134 WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 15 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.1 – Exhibit 01--Continued 15. FINANCING (PERFORMING AGENCY) AGENCY FUND CODE CODE 16. LEAVE FACTOR (3) (2) ACCT. STATION ACCOUNTING CLASSIFICATION A B C 17. FICA FACTOR (3) / (2) / D E OBJECT CLASS AMOUNT 18. OVERHEAD FACTOR (3) (2) / 19. REQUESTING AGENCY APPROVAL 20. PERFORMING AGENCY APPROVAL SIGNATURE SIGNATURE DATE TITLE KARYN WOOD, Assistant Director, Operations, Fire & Aviation Mgmt PERSON TO CONTACT PHONE (208) FTS COMM Bobbe Bilyeu, Financial Mgr 387-5678 X bbilyeu@fs.fed.us Jill McCurdy, Program Mgr (208) 433-5012 X jmccurdy@fs.fed.us Dani Price, Agreements (208) 387-5616 X dlprice@fs.fed.us DATE TITLE MARK BATHRICK, Associate Director, Aviation Mgmt PERSON TO CONTACT Vicki Adams, Admin/Agrmts Vicki_adams@nbc.gov Kris Damsgaard, Program Contact Kristine_damsgaard@nbc.gov PHONE 208-433-5038 FTS COMM X 208-433-5090 EXHIBIT A Additional Terms/Conditions for FS Agreement #09-IA-11130206-031 I. STATEMENT OF WORK/ESTIMATED COSTS See attached Exhibit B. II. RESPONSIBILITIES. The Forest Service and USDI, Aviation Management mutually agree to: A. Perform in accordance with the terms and conditions of this agreement. B. Any overhead fees will be included within the obligation amount of this agreement. C. Any modifications(s) shall not take effect until documented and signed by both signatories, reference 4.0-B, below. III. PAYMENTS A. BILLING – IA: The maximum total cost liability to the Forest Service for this agreement is $158,134. Transfer of funds to AMD must be through the Interagency X WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 16 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.1 - Exhibit 01--Continued Payment and Collection System (IPAC) billing. A detailed list of charges incurred must be made available upon request. The IPAC billing document which the AMD prepares must contain the MO # and Line Number as the first line of the description or the reference section: FS MO Number and Line Number FS Accounting Station Job Code FS Treasury Account Symbol (TAS) FS Agreement Number FS Agency Location Code (ALC) FS BETC Budget Object Code (BOC) G13991654 Various (See below) Various (See below) 12X1115 09-IA-11130206-031 12-40-1100 Disbursement 2510 AMD Agency Location Code (ALC) AMD Data Universal Numbering System (DUNS) AMD BETC 14-01-0002 041109146 Collection FS Job Code & Accounting Station (for obligation/payment). OBLIGATION (MO) LINE NO. 001 002 003 004 005 006 007 008 FS JOB CODE WFPR1609 WFPR1609 WFPR2009 WFPR2709 WFPR0109 WFPR5209 WFPR2009 WFPR2009 ACCOUNTING STATION AMOUNT (UNIT/SUBUNIT) 0216 $9,000 0316 $19,800 0520 $30,600 0627 $17,000 1001 $11,534 0152 $27,000 0420 $23,400 0820 $19,800 TOTAL: $158,134 Courtesy copies of all billings shall be sent to: Jill McCurdy, Project Contact USDA Forest Service National Interagency Fire Center jmccurdy@fs.fed.us B. Payments under this agreement shall not exceed the amount specified in this agreement, unless a modification to the agreement is negotiated by the parties. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 17 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.1 - Exhibit 01--Continued IV. TERMS OF AGREEMENT: A. TERMINATION FOR INTERAGENCY AGREEMENTS. This IA may be terminated upon 30 calendar days written notice by either party. If this agreement is cancelled, any implementing contract/order may also be cancelled. If the IA is terminated, the agencies shall agree the terms of the termination, including costs attributable to each party and the disposition of awarded and pending actions. If the Servicing Agency incurs costs due to the Requesting Agency's failure to give the requisite notice of its intent to terminate the IA, the Requesting Agency shall pay any actual costs incurred by the Servicing Agency as a result of the delay in notification, provided such costs are directly attributable to the failure to give notice. B. MODIFICATION. Modifications within the scope of this instrument must be made by mutual consent of the parties, by the issuance of a written modification signed and dated by all properly authorized, signatory officials, prior to any changes being performed. Requests for modification should be made, in writing, at least 30 days prior to implementation of the requested change. The Forest Service is not obligated to fund any changes not properly approved in advance. C. ALTERNATE DISPUTE RESOLUTION. The parties to this agreement will settle any disputes that may arise under this agreement by following direction in the Treasury Financial Manual, Volume 1, Bulletin 2007-03, Section VII (Resolving Intragovernmental Disputes and Major Differences). D. NOTICES. Any communications affecting the operations covered by this agreement given by the Forest Service or the Cooperator are sufficient only if in writing and delivered in person, mailed, or transmitted electronically by e-mail or fax, as follows: To the Forest Service Program Manager, at the address specified in the agreement. To cooperator, at the cooperator’s address shown in the agreement or such other address designated within the agreement. Notices will be effective when delivered in accordance with this provision, or on the effective date of the notice, whichever is later. E. INFORMATION SECURITY. By accepting this agreement, AMD agrees to comply with all federal information technology (IT) laws, regulations and requirements; and shall be responsible for properly protecting all information use, gathered, or developed as a result of work under this agreement. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 18 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.1 - Exhibit 01--Continued AMD shall, upon request, provide to the Forest Service Information Security staff for review and examination, documentation which supports AMD’s assertion that adequate security controls are in place to protect US Forest Service information and data which it holds. Documentation may include, but is not limited to, certification and accreditation documentation; security testing results; audit and assessment results; and risk documentation. AMD shall notify the Forest Service Computer Incident Response Team (CIRT) by e-mail at CIRT@fs.fed.us, within one business day of any security incidents which affected or may affect the confidentiality, integrity, or availability of the US Forest Service information and data which it holds, and include an analysis of the extent of the incident and summary of preliminary corrective actions. EXHIBIT B Interagency Aviation Training FY 2009 Statement of Work The Interagency Aviation Training (IAT) Web site currently has over 25, 000 users. Every month, over 1,000 people are taking on-line classes. Responding to user questions and helping them with the software is a full-time job. The Web site manager is responsible for answering user phone calls, trouble-shooting problems with the site, posting new training modules, and managing the database. Aviation Conference and Education (ACE) Two ACEs will be presented during fiscal year 2009 Costs include: Equipment, supplies, material transportation costs, IT support November 2-7, 2008 March 23- 27, 2009 Training Module Development – $6,000 3,000 3,000 Zero The following are IAT projects scheduled for development Estimated on-line development costs are not applicable in FY09 Training Materials Reproduction of CDs with lesson plans, powerpoints and handout materials Printing costs for DOI Departmental Manuals Printing costs for Field Reference Guides $8,500 5,000 1,500 2,000 WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 19 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.1 - Exhibit 01--Continued Web site Maintenance $143,634 Registration and Testing Program Maintenance $40,000 (Continued support of the registration, student training records and testing side of the IAT Web site) Server Hosting at Solution Pro $7,074 (The IAT server is located away from DOI in order to keep the site available to non-DOI customers in the event of another DOI internet shutdown.) Web site Manager – Total Estimated Costs for 2009 $96,560 $158,134 WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 20 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.2 - FS-1500-6 Narrative Interagency Agreement Sample 59.2 - Exhibit 01 FS-1500-6 Narrative Interagency Agreement Sample USDA Forest Service OMB 0596-0217 FS-1500-6 FS Agreement No. 07-IA-11015200-009 Cooperator Agreement No. INTERAGENCY AGREEMENT Between The USDI FISH & WILDLIFE SERVICE And The U.S. FOREST SERVICE, NORTHERN REGION This INTERAGENCY AGREEMENT is hereby made and entered into by and between the USDI Fish & Wildlife Service, hereinafter referred to as FWS, and the U.S. Forest Service, Northern Region hereinafter referred to as the Forest Service, under the authority of: Service First Authority, Section 330 of the Department of the Interior and Related Agencies Appropriations Act of 2001, Pub. L. 106-291, 114 Stat. 996, 43 USC sec. 1701 note, as amended by Section 428 of the Department of the Interior, Environment, and Related Agencies Appropriations Act of 2006, Public Law No. 109-54, 119 Stat. 555, and extended through March 6, 2009 under the Consolidated Security, Disaster Assistance, and Continuing Appropriations Act, 2009 (P.L. 110-329). Background: The Fire Program Analysis (FPA) system supports analysis of alternative organizations and strategies on an appropriate interagency landscape scale to achieve fire management objectives in a cost effective manner. The FPA system provides federal wildland fire agencies (federal agencies) with a common process for fire management planning and budgeting. The Northern Rockies Geographic Area manages FPA processes through units called Fire Planning Units (FPUs). The goal of the FPU is to provide an acceptable planning and budget analysis that will be used by the participating agencies to develop and implement associated budgets within the context of the Fire Program Analysis System, and to guide effective implementation of Fire Management Plans in an inter-agency setting. Different FPA models are currently being tested for proof-of-concept before implementation. To accomplish this, the FPA Team located in Boise, Idaho (NIFC) identified seven FPUs in different Geographic Areas to serve as prototype FPUs for testing of the various models. The WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 21 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.2 - Exhibit 01--Continued USDA Forest Service OMB 0596-0217 FS-1500-6 Northwest Montana FPU was chosen by the FPA Team to participate. The Northwest Montana FPU includes all of the Flathead National Forest (MT-FNF), Kootenai National Forest (MTKNF), Glacier National Park west of the Continental Divide (MT-GNP), Lost Trail National Wildlife Refuge (MT-LTR), Swan River National Wildlife Refuge, Flathead County portions of the Northwest Montana Wetland Management District, and the Kalispell, Libby, Stillwater and Swan Units of the Northwest Land Office (MT-NWS). Four agencies (USFS, NPS, USFWS and MT-DNRC) will be the partner agencies for this fire program analysis. Special funding for this project was allocated to be split among the partnering agencies as designated in their FPU budget. Title: Fire Program Analysis – Fish & Wildlife Service I. PURPOSE: The purpose of this agreement is to document the Forest Service’s contribution of funds to FWS to perform work associated with the Northwest Montana FPU prototyping activities with FPA in accordance with the following provisions and the hereby incorporated Operating and Financial Plan, attached as Exhibit A. In consideration of the above premises, the parties hereto agree as follows: II. THE FWS SHALL: A. Perform in accordance with the Financial and Operating Plan, Exhibit A. B. BILLING – IA: The maximum total cost liability to the Forest Service for this agreement is $ 4,000. Transfer of funds to the FWS must be through the Interagency Payment and Collection System (IPAC) billing. A detailed list of charges incurred must be made available upon request. The IPAC billing document which the FWS prepares must contain the MO # and Line Number as the first line of the description or the reference section: FS MO Number and Line Number FS Accounting Station Job Code FS Treasury Account Symbol (TAS) FS Agreement Number G0179078 0156 WFPR56 12X1115 07-IA-11015200-009 WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 22 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.2 - Exhibit 01--Continued USDA Forest Service OMB 0596-0217 FS-1500-6 FS Agency Location Code (ALC) FS Business Event Transaction Code (BETC) Budget Object Code (BOC) 12-40-1100 Disbursement 2510 FWS Agency Location Code (ALC) FWS Data Universal Numbering System (DUNS) 14-16-0006 131146313 C. BUILDING AND COMPUTER ACCESS BY NON-FOREST SERVICE PERSONNEL. The FWS may be granted access to Forest Service facilities and/or computer systems to accomplish work described in the Operating Plan or Statement of Work. All non-government employees with unescorted access to Forest Service facilities and computer systems must have background checks following the procedures established by USDA Directives 3800 series. Those granted computer access must fulfill all Forest Service requirements for mandatory security awareness and role-based advanced security training, and sign all applicable Forest Service statements of responsibilities. D. INFORMATION SECURITY. By accepting this agreement, AMD agrees to comply with all federal information technology (IT) laws, regulations and requirements; and shall be responsible for properly protecting all information use, gathered, or developed as a result of work under this agreement. AMD shall, upon request, provide to the Forest Service Information Security staff for review and examination, documentation which supports AMD’s assertion that adequate security controls are in place to protect US Forest Service information and data which it holds. Documentation may include, but is not limited to, certification and accreditation documentation; security testing results; audit and assessment results; and risk documentation. AMD shall notify the Forest Service Computer Incident Response Team (CIRT) by e-mail at CIRT@fs.fed.us, within one business day of any security incidents which affected or may affect the confidentiality, integrity, or availability of the US Forest Service information and data which it holds, and include an analysis of the extent of the incident and summary of preliminary corrective actions. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 23 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.2 - Exhibit 01--Continued USDA Forest Service OMB 0596-0217 FS-1500-6 III. THE FOREST SERVICE SHALL: A. Perform in accordance with the Financial and Operating Plan, Exhibit A. B. Reimburse the FWS as specified in Provision II-B. IV. IT IS MUTUALLY AGREED AND UNDERSTOOD BY AND BETWEEN THE PARTIES THAT: A. PRINCIPAL CONTACTS. Individuals listed below are authorized to act in their respective areas for matters related to this instrument. Principal Cooperator Contacts: Cooperator Program Contact Name: Bob Rebarchik Address: 5765 W Broadway City, State, Zip: Missoula, MT 59808 Telephone: 406-329-4749 FAX: 406-329-5700 Email: bob_rebarchik@fws.gov Cooperator Administrative Contact Name: Pat Richardson Address: 134 Union Blvd, Suite 300 City, State, Zip: Lakewood, CO 80228 Telephone: 303-236-4359 FAX: 303-236-4301 Email: pat_richardson@fws.gov Principal Forest Service Contacts: Forest Service Program Contact Name: Lori Clark Address: PO Box 7669 City, State, Zip: Missoula, MT 59808 Telephone: 406-329-3493 FAX: 406-329-3499 Email: lclark@fs.fed.us Forest Service Administrative Contact Name: Michele Wasienko-Holland Address: Building 24, Fort Missoula City, State, Zip: Missoula, MT 59804 Telephone: 406-329-1008 FAX: 406-329-3876 Email: mwasienkoholland@fs.fed.us WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 24 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.2 - Exhibit 01--Continued USDA Forest Service B. OMB 0596-0217 FS-1500-6 NOTICES. Any communications affecting the operations covered by this agreement given by the Forest Service or the Cooperator are sufficient only if in writing and delivered in person, mailed, or transmitted electronically by e-mail or fax, as follows: To the Forest Service Program Manager, at the address specified in the agreement. To cooperator, at the cooperator’s address shown in the agreement or such other address designated within the agreement. Notices will be effective when delivered in accordance with this provision, or on the effective date of the notice, whichever is later. C. TERMINATION – INTERAGENCY AGREEMENTS. This IA may be terminated upon 60 calendar days written notice by either party. If this agreement is cancelled, any implementing contract/order may also be cancelled. If the IA is terminated, the agencies shall agree the terms of the termination, including costs attributable to each party and the disposition of awarded and pending actions. If the Servicing Agency incurs costs due to the Requesting Agency's failure to give the requisite notice of its intent to terminate the IA, the Requesting Agency shall pay any actual costs incurred by the Servicing Agency as a result of the delay in notification, provided such costs are directly attributable to the failure to give notice. D. ALTERNATE DISPUTE RESOLUTION – INTERAGENCY. The parties to this agreement shall settle any disputes that may arise under this agreement by following direction in the Treasury Financial Manual, Volume 1, Bulletin 2007-03, Section VII (“Resolving Intra-governmental Disputes and Major Differences”). E. MODIFICATIONS. Modifications within the scope of this instrument must be made by mutual consent of the parties, by the issuance of a written modification signed and dated by all properly authorized, signatory officials, prior to any changes being performed. Requests for modification should be made, in writing, at least 30 days prior to implementation of the requested change. The Forest Service is not obligated to fund any changes not properly approved in advance. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 25 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.2 - Exhibit 01--Continued USDA Forest Service OMB 0596-0217 FS-1500-6 F. COMMENCEMENT/EXPIRATION DATE. This instrument is executed as of the date of the last signature and is effective through December 31, 2009, at which time it will expire, unless extended by an executed modification, signed and dated by all properly authorized, signatory officials. G. AUTHORIZED REPRESENTATIVES. By signature below, each party certifies that the individuals listed in this document as representatives of the individual parties are authorized to act in their respective areas for matters related to this instrument. In witness whereof, the parties hereto have executed this instrument as of the last date written below. MITCH KING, Regional Director USDI Fish & Wildlife Service, Region 6 Date GEORGE WELDON, Acting Director of Fire, Aviation & Air U.S. Forest Service, Northern Region Date The authority and format of this instrument has been reviewed and approved for signature. MICHELE WASIENKO-HOLLAND U.S. Forest Service Grants & Agreements Specialist Date WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 26 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.2 - Exhibit 01--Continued USDA Forest Service OMB 0596-0217 FS-1500-6 EXHIBIT A FINANCIAL AND OPERATING PLAN A. Operating Plan The FWS shall: Provide an employee to participate and advise in the development of the FPA modules which are: 1. Develop or refine resource management objectives relative to fire management, and the full suite of fire management objectives, constraints, and restrictions for all aspects of the fire management workload such as fuels, and prevention. 2. Develop and refine the required data inputs for the various modules. 3. Test and provide feedback on interim and final products. 4. Provide validation for model outputs; costs, fire resource, and rules and thresholds. 5. Work closely with the FPA Team and the Design and Build contractor. 6. Participate as subject matter experts. 7. Periodically travel. B. Financial Plan Cost Elements Reimbursable FWS Expenses Travel Indirect Costs Total Indirect Costs will not be assessed. 4,000 0 4,000 WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 27 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.3 - Economy Act Determination and Finding Sample 59.3 – Exhibit 01 Request for an Economy Act Determination and Finding Sample To: Mike Jones, Contracting Officer From: Andy Trent Date: 2/19/2009 Re: Justification for using BLM for IIOG Thin Client Project Background MTDC has been assigned the lead in the thin client project supported by the Interagency Interoperability Oversight Group (IIOG). The IIOG is made up of the Chief Information Officers of the USDA, DOI, Forest Service, BLM, NPS, BIA, as well as representatives from Fire and Aviation Management from most of the organizations. The IIOG has provided funding to MTDC to lead an interagency effort to test and evaluate a new network and computing system to meet incident management needs. The system uses a high power server, thin clients, and wireless components to provide the networking backbone and support to the ICP. This project has been lead through an ad-hoc effort for a couple years. There has been interagency support (FS, BLM, NPS, BIA) from the beginning. Proof of concept testing will be conducted in the Great Basin geographic area during the summer of 2009. A partnership has been established between all agencies (FS, BLM, NPS, BIA) to support the project. With project funding, BLM has agreed to supply contract help desk support and project technical support personnel at NIFC. MTDC does not have this technical expertise. If you have any questions or concerns, please contact Andy Trent, Project Leader, 406 329-3912. WO AMENDMENT 1509.11-2009-1 EFFECTIVE DATE: 10/20/2009 DURATION: This amendment is effective until superseded or removed. 1509.11_50 Page 28 of 28 FSH 1509.11 – GRANTS, COOPERATIVE AGREEMENTS, AND OTHER AGREEMENTS HAMDBOOK CHAPTER 50 – INTERAGENCY AGREEMENTS 59.3 – Exhibit 02 Economy Act Determination and Finding Sample United States Department of Agriculture Forest Service File Code: 6320/1580 Western Montana Acquisition Zone (406) 329-3709 Building 24, Fort Missoula Missoula, MT 59804 Date: March 26, 2009 Subject: Economy Act Determination and Finding, FAR 17.5/FSM 1585.12, for agreement # 09IA-111382000-007, IIOG Thin Client Project To: The File A determination is hereby made in accordance with FAR 17.502 and 17.503 and FSM 1585.12 that the acquisition of goods and services from the USDI Bureau of Land Management (BLM) is appropriate and legal under the Economy Act, Section 601, 31 USC1535, and the appropriated funds may legally be used for this project as certified below. The acquisition from the BLM does not conflict with any other agency’s authority. I certify that this Economy Act acquisition is in the best interest of the Government and that the supplies or services cannot be provided by contract as economically by the Forest Service from a commercial enterprise. The acquisition ( ) will (X) will not involve a contract entered into or administered by the servicing agency. ( ) 1. The acquisition is appropriately made under an existing contract of the servicing agency to meet the requirements of the requesting agency for the same or similar goods or services. (X) 2. The servicing agency has capabilities or expertise for such goods or services, which is not currently available within the requesting agency. ( ) 3. The servicing agency is specifically authorized by law or regulation to purchase such goods or services on behalf of other agencies. (X) Yes ( ) No: The servicing agency is covered by the Federal Acquisition Regulations. If the answer is no, the proposed interagency agreement must be approved by the senior procurement executive of the United States Department of Agriculture prior to issuance of the interagency agreement. I certify that adequate funds are available and may legally be expended for this project, not to exceed $135,000 – WFSU82, 1382 Program Manager Date Contracting Officer Date Approved by: