Department of the Interior, Minerals Management Service, Procurement Operations Branch, MS2500, 381 Elden Street, Herndon, Virginia 20170-4817

B -- EFFECTS ON LOCAL HUMAN COMMUNITIES OF OCS MINERAL EXTRACTION IN FRONTIER AREAS SOL 1435-01-00-RP-31066 DUE 040400 POC Michael W. Hargrove, 703-787-1367, Lane Donley 703-787-1346 E-MAIL: Michael W. Hargrove, Contracting Officer or Lane Donley,, michael.hargrove@mms.gov or lane.donley@mms.gov. The Department of the Interior, Minerals Management Service (MMS), intends to competitively award a contract to conduct a research study for the Gulf of Mexico Regional Office. INTRODUCTION: Favorable economics, the development of three-dimensional (3D) and subsalt geophysical technologies, the announcement of several new discoveries, and new drilling and development technologies, all contributed to the revitalization of mineral extraction in the Gulf of Mexico. At present, there are still unexploited regions of the Gulf of Mexico, frontier areas where the citizens on nearby shores are concerned that petroleum extraction will be problematic for their environments and their quality of life. STUDY OBJECTIVES. This study shall identify and explain the social and economic issues relevant to OCS mineral extraction in selected frontier areas and contrast those issues with others faced in comparable producing areas. It will provide a description of what effects are likely to occur in the frontier regions and of what effects have been known to occur in producing areas. It shall describe both benefits and liabilities at regional and local levels and address such issues as economic sustainability and ecological integrity. The perspective shall be holistic with consideration of both human and physical characteristics, particularly natural resources and the infrastructure developed to exploit those resources. This project has four (4) objectives: (1) to identify the relevant issues for assessing, mitigating, and monitoring social and economic effects of oil and gas activities in frontier areas and to relate these issues to OCS frontier areas; (2) to develop detailed baseline descriptions of Florida's Gulf of Mexico coastal counties and to highlight significant changes, both recent and historical, along this coast line, particularly those driven by oil and gas activities. As oil and gas activities have been present but limited in this region for twenty+ years, such a baseline should examine the area's current trends and the role that the oil and gas industry may play in those trends; (3) to provide the MMS with a general understanding of the literature on the social, economic and ecological nature of communities near to offshore areas potentially of interest for hydrocarbon extraction activities in the Eastern Gulf of Mexico; (4) to compare two communities in Florida's panhandle -- Pensacola and Panama City -- with a view toward highlighting their differences, similarities, their respective responses to proposed gas and oil development offshore, and their respective use of marine resources and of coastal lands. SCOPE OF WORK. The focus of this study will be on three related matters: 1) offshore frontier areas in the U. S. and abroad; 2) the current demographic and business and labor conditions of Florida counties adjacent to the Gulf of Mexico; and 3) a comparison of two communities in the Florida panhandle: Pensacola and Panama City. Location: The study area varies according to task: Task 1 shall include those regions in both the eastern United States, Florida and North Carolina in particular, as well as oversees which currently are or within the past 5 years have been untouched by petroleum-centered activities. Task 2 shall center on the 23 counties in Florida bordering the Gulf of Mexico. Task 3 shall focus on two communities in Florida's panhandle -- Pensacola and Panama City. TASK 1. FRONTIER AREAS: LITERATURE REVIEW. The Contractor shall conduct a thorough review and synthesis of the historical, social and economic literature relevant to the following questions: a. How have offshore oil and gas activities elsewhere in the world affected individuals, families and communities? b. How have residents and their leaders addressed and resolved the issues that arose from offshore oil and gas activities? c. What are the similarities and differences of the effects and responses among various locations? d. Which of these issues are most relevant for assessing the potential benefits and liabilities of offshore petroleum mining for current frontier areas in the Atlantic and Gulf of Mexico coastal regions of the United States? e. What other bodies of literature address these relevant issues? The MMS will provide the Contractor with a bibliography containing approximately 1600 references, 280 of which are annotated. The Contractor shall produce a technical summary of the literature described above in the format of a structured annotated bibliography of reviewed references that are not included in the MMS-supplied bibliography or that are included but have been augmented by the Contractor's review. A draft of these additions will be submitted to MMS. The final version will be integrated into the project's Final Report and into the MMS' electronic database. The additional references shall contain all information needed for full bibliographic citation, e.g., author(s), year, title, editor(s), translator(s), publisher, place published, journal name, volume, number, number of pages, edition, etc.. In addition, the review shall contain the following information: an abstract, background summary (e.g., why the study was initiated, the affiliation of principal investigators, etc.), years covered by research and study area, objectives, methodology (e.g., sampling frame, procedures, etc.), significant findings and conclusions, study results pertinent to this project, reviewer, reviewer comments, and where located. Besides the annotated bibliography, the Contractor shall also gather relevant secondary data pertaining to this project from Federal and State agencies, local planning commissions in the study areas, and any other sources the Contractor can identify that are relevant to the analytical tasks in this study. TASK 2. FLORIDA COASTAL COUNTIES: DATA COLLECTION AND ANALYSIS: Given the imminence of Lease Sale 181 and the potential increase in leases off the shores of Florida's Gulf coast, MMS analysts want to know the current demographic and economic characteristics of the state's coastal counties. The Contractor shall use standard ethnographic data gathering as much as possible in its research plan. The research plan will consist of the methodology proposed by the Contractor in its final proposal, as modified during the Kickoff meeting. No field methodologies may be used that require OMB clearance. The Contractor shall analyze the information from this collection effort, integrate these newly collected data with data collected in the Task 1, literature review, and interpret the results. LEVELS OF ANALYSIS: Counties are the basic descriptive unit for this study. The analysis of trends, such as demographic, employment and business, shall also be done at the county level. The study shall address the twenty-three counties on Florida's west coast which are contiguous to the Gulf of Mexico. Those counties are, from north to south: Escambia, Santa Rosa, Okaloosa, Walton, Bay, Gulf, Franklin, Wakulla, Jefferson, Taylor, Dixie, Levy, Citrus, Hernando, Pasco, Hillsborough, Pinellas, Manatee, Sarasota, Charlotte, Lee, Collier and Monroe. There will be separate profiles of each county which systematize baseline information, identify and describe significant trends and highlight recent changes. The length of these profiles will vary, depending on the availability of information. Each county profile shall include: a. a concise history of the county and of the communities within it, covering the period since 1920 to the present with emphasis on the period from 1960 to the present, the role of the oil and gas industry in that county, and major economic activities; b. an overview of the local geography and environment, including a description of the relationships between the environment and local industry and agriculture, e.g., how the environment has affected the distribution of industries, how industries have altered that environment. It shall include a short description of land use patterns and highlight zoning and Coastal Zone Management [CZM] issues that relate to offshore oil; c. a description of county populations including their distribution by ethnicity, race, age, gender, income, education, and employment. This description shall note major historic changes, e.g., when and why a particular group began migrating to the area. It shall identify and analyze past trends and the causes of these trends since 1960 and highlight any trends that relate to the oil and gas industry; d. a description of the local economy including its scale and composition. This description shall identify major players in the local economy and pay special attention to the oil and gas industry, businesses related to the oil and gas industry (e.g., oil and gas services, offshore catering) and to enterprises that might have been affected by the offshore industry such as fisheries or tourism. It shall analyze past trends and the causes of these trends since 1980; e. a description of local infrastructure and institutions such as local government, schools, libraries, water and sewage, roads and highways, solid waste dumping sites, medical facilities, transportation, protective agencies such as fire and police, and social agencies. This description shall address both the physical infrastructure and its use. It shall analyze past trends and the causes of these trends since 1960. It shall pay particular attention to ports and related facilities. It shall identify and describe ports by ownership (e.g., public or private), by function, cargo, channel depth, and shipping activities. These descriptions shall incorporate information from such reports as the Corps of Engineers' U.S. Waterborne Commerce, and the Gulf of Mexico Weekly Rig Locator. It shall pay particular attention to oil and gas related facilities; and, f. a description of trends in county revenues and expenditures since 1960, including schooling, protective services, social services, roads, and utilities. This description shall highlight differences in revenue/expenditure structures among counties and examine possible time-lags between expenditures and revenues. This description shall also examine differential constraints on expenditures among the counties; g. using the information gained in this project, provide recommendations that might be used by officials of local, state and Federal governments to address potential positive and negative effects of OCS oil and gas development and to identify issues relevant to future MMS decision making (C.2. study goal 4) TASK 3: COMPARISON OF TWO PANHANDLE COMMUNITIES. The communities of Pensacola and Panama City will be used as case studies to illustrate similarities and differences in the histories, demographics and economies of towns in Florida's panhandle. In particular, MMS is interested in similarities and differences between these two population centers that relate to differences in how local citizens use the community's ocean-front areas. These case studies will require a field presence. The case studies shall address such topics as: a. the founding of each city relative to its location, natural resources and relationships with neighboring communities in Florida and Alabama; b. current and historical land use patterns; c. population characteristics, including major age, race and ethnic cohorts; d. diversity or homogeneity of economic bases; e. conflict or complementarity of land uses with local industries and quality of life, especially the uses of marine resources; f. consequences of military presence; g. the potential of locating onshore oil and gas-related services in either town; and h. differing perceptions of and responses to proposed offshore oil and gas development. The period of performance will be twenty four (24) months from date of award and the cost range is $315,000 to $335,000. SUBMISSION REQUIREMENTS. To compete for this contract, an offeror must demonstrate that they are qualified to perform the work by providing, not later than April 4, 2000, a Capabilities Statement describing in detail: (A) Key personnel with the expertise and experience to conduct the described multi-disciplinary program. Particularly relevant is their expertise in bibliographic research, their understanding of the petroleum extraction industry and of the companies in this industry, and their experience in conducting complex studies in the social sciences and in social impact assessment.. Offeror must demonstrate their ability to do the work, and an understanding of the directed missions of the MMS. Principal scientists must collectively illustrate relevant experience in the social sciences through authorship in appropriate peer-reviewed publications, and/or work history, and/or professional affiliations. Please indicate which personnel will have responsibility for what objective (s) and/or task(s) as specified above in this announcement. (B) The organization's expertise relevant to the objectives of this study and a description of facilities and resources to be used and how they relate to the objectives and tasks of this study; and (C.) Specific references (including project identifier and description, period of performance, dollar amount, and client name and phone number) for previous work comparable to that described in this announcement that your organization or personnel is currently performing or has completed within the last three (3) years. REFERENCES WILL BE CHECKED. SUBMIT RESPONSES TO: Offerors shall submit their Capability Statement by 4:00 PM, Eastern Standard Time, April 4, 2000, in original and two (2) copies to Michael W. Hargrove, Contracting Officer, United States Department of the Interior, Minerals Management Service, 381 Elden Street, Mail Stop 2500, Herndon VA 20170-4817. Six (6) additional copies shall be submitted to Ms. Connie Landry, (MS 5430), Minerals Management Service, Gulf of Mexico OCS Region, 1201 Elmwood Park Boulevard, New Orleans, LA 70123-2394. Time of receipt of submissions will be determined by the time received in the Procurement Operations Branch, Herndon, Virginia. CAPABILITY STAETMENTS WILL BE EVALUATED ON THE BASIS OF: (A) Experience and expertise of Key Personnel, which includes the Lead Technical Person responsible for the supervision of data collection, computer resources, organization and handling of information, and technical editing and production of documents. Evaluation factors include (1) the length and quality of experience for each person assigned to perform specific tasks; (2) the level and quality of formal education, as well as honors, awards, and recognition for previous work, in the disciplines and technical fields necessary; (3) experience on similar projects in the Alaska OCS or similar areas. (B) Ability to establish personal contacts with or working agreements between your company and data sources. (C) The Project Manager shall have (1) experience and demonstrated leadership ability required for the coordination of the study process; (2) experience in managing a multi-disciplinary team and the interdisciplinary processes required for this study; and (3) ability to control costs and keep project performance and document preparation on schedule. (D) Your organization's history of (1) successful completion of similar projects (similar in size, scope, complexity, duration, and dollar value); (2) producing high-quality documents; and (3) conducting similar projects on schedule and within budget. QUESTIONS should be FAXED to BOTH Michael W. Hargrove and Lane Donley at 703-787-1387directed or E-mail addressed to BOTH Michael.Hargrove@mms.gov and Lane.Donley@mms.gov. ALL CORRESPONDENCE MUST INCLUDE THE RFP NUMBER, YOUR FULL NAME, YOUR COMPANY NAME, ADDRESS, AND PHONE AND FACSIMLIE NUMBER. MMS STRONGLY DISCOURAGES TELEPHONE REQUESTS OR QUESTIONS. Posted 03/13/00 (W-SN433919). (0073)

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