PART II SCHEDULE SECTION TITLE D Scope of Services E Special Terms and Conditions RFP No. 016-017 Federal Relations Services Virginia Railway Express 9 SECTION D SCOPE OF SERVICES ___________________________________________________ D.1 OVERVIEW A. The selected consulting firm is referred to herein as either the “Consultant” or the “Contractor.” If the firm chooses to use the services of Subconsultant(s), they will be referred to either as the “Subconsultant(s)” or “Subcontractor(s).” B. The Consultant must provide all staff, supervision, materials, supplies, and transportation required to complete the Scope of Services to the satisfaction of VRE. C. The Consultant shall assist VRE in assessing the potential opportunities or problems associated with recent or proposed legislation or regulations and attaining Federal support for VRE’s programs and legislative issues in the adopted VRE Legislative Agenda. D. VRE seeks to increase awareness of potential impacts and advantages of proposed legislation or regulatory rules and to gain assistance in identifying and securing funding to help VRE continue to provide safe and high quality service while expanding its rail service. With the passage of the Fixing America’s Surface Transportation (FAST) Act, Congress has instituted a number of new funding opportunities that can assist VRE in the implementation of its long range System Plan 2040. Additionally, VRE is seeking insight and guidance in positioning the commuter rail operation to secure transportation funding through other revenue streams. E. Moreover, VRE seeks assistance in preparing information to help in advocating VRE’s needs at the Federal level, including the Executive and Legislative branches, whether that be through direct meetings with members and staff, attending committee meetings or developing strategies for successfully advancing VRE’s needs. F. It will be at VRE’s sole discretion to assign tasks/projects, if any, to the Consultant. VRE reserves the right to require the Consultant to perform additional tasks outside of the Scope of Services and work level. The Consultant shall provide proposals to perform additional tasks. RFP No. 016-017 Federal Relations Services Virginia Railway Express 10 G. D.2 VRE reserves the right to advertise via open competitive Request for Proposals (RFP) or Request for Quotes (RFQ) for any projects requiring additional resources at any time during the Contract. The Consultant shall be afforded the opportunity to submit Proposals for any advertised RFP or RFQ. GENERAL REQUIREMENTS The Consultant shall be responsible for, but not be limited to, the following tasks: D.3 A. For VRE’s Federal level audience, serve as the primary point of contact for VRE and manage the interests of VRE. B. Coordinate any additional VRE activities, such as legislative forums, meetings, and other events as deemed appropriate. C. Maintain an office in the metropolitan Washington, D.C. area for the purposes of this Contract to ensure constant and immediate contact with all relevant entities (e.g., Congressional members and staff, Executive Branch principals and staff, etc.). SPECIFIC REQUIREMENTS A. RFP No. 016-017 Federal Relations Services Virginia Railway Express Government Relations - The Consultant shall be responsible for, but not be limited to, the following tasks: 1. Monitor, track, and inform VRE of rail or transit issues and rule making with the Administration, Federal agencies and Congress that may directly or indirectly impact VRE, its parent Commissions or member jurisdictions, under the direction of the VRE Director of Public Affairs and Government Relations. 2. Assist VRE with implementing its adopted legislative agenda to include drafting of legislation, regulations, policy statements and position papers consistent with the issues of concern and interest. 3. Review and comment on pending legislation, authorizations, appropriations, regulations, rules and issues of interest to VRE. 4. Establish and maintain liaison with Federal level entities, appropriate elected officials and their staffs, Congressional Committee staffs, and industry groups, to allow VRE the ability to discuss, advocate or oppose, inform, and educate on issues of concern and interest. 11 B. RFP No. 016-017 Federal Relations Services Virginia Railway Express 5. Provide political and policy analysis and research, critical feedback and comments on issues and activities impacting rail or transit. 6. Recommend and coordinate meetings for VRE staff, its Operations Board or members of its parent Commissions with legislative leadership, committee chairmen and members to discuss, advocate or oppose, inform, and educate on issues of concern and interest. 7. Identify and attend legislative committee meetings and any relevant task force or sub-committee meetings considering legislation or involving discussion of issues of concern and interest to VRE. 8. Prepare materials for VRE staff, members of the Operations Board or Commissions for testimony on VRE’s behalf at legislative committees concerning issues of concern and interest. 9. Report on legislative activities and prepare reports on legislation, regulations and issues of concern. 10. Work with VRE, its parent Commissions and government relations representatives from its member jurisdictions to coordinate a regional approach to transit issues. Strategic Planning and Analysis - The Consultant shall be responsible for, but not be limited, to the following tasks: 1. Assist with strategic planning by identifying challenging or potentially challenging issues, proactively advising VRE on issues that may impact rail or transit policies, programs or other emerging long range issues, and provide practical plans/initiatives for addressing them. These issues include, but are not limited to, Positive Train Control (PTC), Northeast Corridor, rail liability, safety and security, as well as applicable transportation regulations and funding. 2. Develop research-based strategic plans for reducing opposition or building support for issues/projects associated with the adopted VRE Federal Legislative Agenda or other issues as they arise, including preparation of actionable outreach plans that address concerns of opponents, and specify activities needed to respond to issues in order to achieve a favorable result. 12 3. C. RFP No. 016-017 Federal Relations Services Virginia Railway Express Provide advice to VRE in the following general areas: statutory impediments to transit or rail operations, performance measures related to transit or rail operation, implementation of the VRE System Plan 2040, and project funding and financing opportunities or approaches. Funding and Other Assistance - The Consultant shall be responsible for, but not be limited, to the following tasks: 1. Research and provide information on opportunities available through the FTA and FRA including the FAST Act; Railroad Rehabilitation Improvement and Financing (RRIF); Consolidated Rail Infrastructure and Safety Improvement Grants; Freight Program Grants; and innovative financing mechanisms including those available through the newly established National Surface Transportation and Innovative Finance Bureau. 2. Establish and maintain liaison with Federal level entities, appropriate elected officials and their staffs, Congressional Committee staffs, and industry groups, to allow VRE the ability to discuss, advocate or oppose, inform, and educate on funding and financing issues. 3. Coordinate meetings for VRE Operations Board members and staff with the above referenced persons and agencies. 4. Provide support, strategy and guidance on securing Capital Investment Grants (New Starts, Small Starts, and Core Capacity), Transportation Investment Generating Economic Recovery (TIGER), and State of Good Repair funding agreements from the United States Department of Transportation (USDOT). 5. Assist VRE in securing Federal funding for capital facilities, equipment and rolling stock purchases, and operating assistance as requested by VRE and its parent Commissions and member jurisdictions. 6. Develop position papers and comments to regulations and policy statements consistent with the issues of concern and interest. 13