03_140R2024R0017_8_of_19_0003.pdf

140R2024R0017 Attachment 07_Subcontracting Plan Page 1 of 9

WBR 1419.7 - Template 1 eFile – C05, C06, E02

(02/2024)

DEPARTMENT OF THE INTERIOR

BUREAU OF RECLAMATION

SUBCONTRACTING PLAN

In accordance with FAR 52.219-9 Small Business Subcontracting Plan, the Offeror shall submit and negotiate a subcontracting plan upon request by the Contracting Officer. The subcontracting plan shall be negotiated within the time specified by the Contracting Officer.

This plan follows the format for addressing the fifteen elements required by Federal Acquisition Regulation (FAR) 19.704(a). Please be sure to address all fifteen elements.

Contractor: <insert contractor name> Address: <insert contractor address> Unique Identity Identifier (UEI): <insert contractor UEI number>

(1) TYPE OF PLAN

List the total estimated dollar value of all planned subcontracting (to all types of business concerns, both large and small). Select only one of the following:

☐ Individual Plan – A subcontracting plan that covers the entire contract period (including option periods), applies to a specific contract, and has goals that are based on the offeror’s planned subcontracting in support of the specific contract; except that indirect costs incurred for common or joint purposes may be allocated on a prorated basis to the contract. (This Contract Only)

Contract #/Solicitation #

Total value of projected subcontracts (both large and small businesses):

Base Period: $ Total Contract Value (including options): $

☐ Master Plan – A subcontracting plan that contains all the required elements of an individual contract plan except goals and may be incorporated into individual contract plans; provided that the master plan has been approved.

Total projected sales: $ Total value of projected subcontracts (both large and small businesses): $ Subcontracts Represent ___% of Total Annual Sales

☐ Commercial Plan – A subcontracting plan (including goals) that covers the offeror’s fiscal year and that applies to the entire production of commercial items sold by either the entire company or a portion thereof, i.e. division, plant, or product line.

Total projected sales: $

Attachment 07_Subcontracting Plan Page 2 of 9

Total value of projected subcontracts (both large and small businesses): $ Subcontracts Represent ____% of Total Annual Sales

(2) GOALS

State the percentage of total planned subcontracting dollars that will go to all Small Business (SB) concerns, Historically Underutilized Business Zone (HUBZone) SB concerns, Small Disadvantaged Business (SDB) concerns, Woman-Owned SB (WOSB) concerns, Veteran- Owned SB (VOSB) concerns, Service-Disabled Veteran-Owned SB (SDVOSB) concerns and Indian Small Business Economic Enterprise (ISBEE) concerns. For subcontracting dollars to count towards the ISBEE goal, firms must meet the definition of ISBEE in accordance with Department of Interior Acquisition Regulations (DIAR) 1480.201.

[NOTE TO THE OFFEROR/CONTRACTOR: For contracts containing options, the percentage goals and dollars must be shown separately for the basic contract period and for EACH option period.

All subcontracts that contribute to contract performance must be included, and a proportionate share of products and services that are normally allocated as indirect costs may be included.

Subcontracts awarded to an Alaska Native Corporation (ANC), or Indian tribe must be counted towards the subcontracting goals for SB and SDB concerns, regardless of the size or Small Business Administration (SBA) certification status of the ANC or Indian tribe.

If this is a Master Plan, this element does not apply.

If this is a commercial plan, change “Base Contract Year” to “Contractor’s Fiscal Year” and submit goals only for the contractor’s current fiscal year.]

Base Contract:

Category % of Total Subcontracting

Planned Dollars

Total subcontracting SB (Includes ANCs and Indian tribes) %

VOSB %

SDVOSB %

HUBZone SB % SDB (Includes ANCs and Indian tribes) %

WOSB %

ISBEE %

Mark if any or both conditions apply:

Attachment 07_Subcontracting Plan Page 3 of 9

☐ Subcontracting opportunities exist for Historically Black Colleges and Universities (HBCUs) and Minority Institutions (MIs)

☐ Subcontracting opportunities do not exist for HBCUs and MIs

(3) DESCRIPTION OF PRINCIPAL TYPES OF SUPPLIES AND SERVICES TO BE

SUBCONTRACTED AND TYPES OF BUSINESSES SUPPLYING THEM (Check all that apply)

PRINCIPAL

SUPPLY/SERVICE

SB VOSB SDVOSB HUBZone SB SDB WOSB ISBEE

(4) METHOD USED TO DEVELOP GOALS

Explain the method used to develop the percentage goals and dollars for subcontracting to SB, VOSB, SDVOSB, HUBZone SB, SDB, WOSB and ISBEE:

(5) METHOD USED TO IDENTIFY POTENTIAL SUBCONTRACTING SOURCES

(Check all that apply)

☐ Company Source Lists

☐ System for Award Management (SAM) database

☐ Veteran Service Organizations

☐ National Minority Purchasing Council Vendor Information Service

☐ U.S. Department of Commerce Minority Business Development Agency’s Research and

Information Division

☐ SB, HUBZone SB, SDB, and WOSB Trade Associations

☐ SBA’s Dynamic Small Business Search (DSBS)

Attachment 07_Subcontracting Plan Page 4 of 9

☐ SB and Minority Business trade fairs or conferences

☐ Other: [Explain]

(6) INDIRECT COSTS (Check which applies.)

[If this is a commercial plan, indirect costs must be included in establishing subcontracting goals effective September 10, 2021.]

☐ Indirect costs have not been included in establishing subcontracting goals.

☐ Indirect costs have been included in establishing subcontracting goals.

If indirect costs have been included, describe how you determine the proportionate share of indirect costs incurred with:

SB (Including ANCs and Indian tribes):

VOSB:

SDVOSB:

HUBZone SB:

SDB (Including ANCs and Indian tribes):

WOSB:

ISBEE:

(7) ADMINISTRATION OF SUBCONTRACTING PROGRAM

The following individual employed by the offeror will administer this subcontracting plan:

Name:

Address:

Telephone:

Title:

Description of Duties:

(8) EQUITABLE OPPORTUNITY TO COMPETE (Check which apply.)

Attachment 07_Subcontracting Plan Page 5 of 9

Describe your efforts to ensure that SB, VOSB, SDVOSB, HUBZone SB, SDB, WOSB and ISBEE will have an equitable opportunity to compete for subcontracts. These efforts include, but are not limited to, the following activities (check all that apply):

Outreach Efforts to Obtain Sources:

☐ Contacting minority and small business service and trade associations ☐ Contacting business development organizations ☐ Attending small and minority business procurement conferences and trade fairs ☐ Using SAM database to research sources ☐ Other: [Explain]

Internal Efforts to Guide and Encourage Purchasing Personnel:

☐ Presenting workshops, seminars, and training programs ☐ Establishing, maintaining, and using SB, VOSB, SDVOSB, HUBZone SB, SDB, WOSB and ISBEE source lists, guides, and other data for soliciting subcontracts ☐ Other: [Explain]

(9) INCLUSION OF FAR CLAUSE 52.219-8, “UTILIZATION OF SMALL BUSINESS

CONCERNS” IN SUBCONTRACTS

Place initials by each statement as assurance that the following will be done:

I agree to include clause at FAR 52.219-8, “Utilization of Small Business Concerns,” in all subcontracts that offer further subcontracting opportunities.

I will require all subcontractors (except SB concerns) that receive subcontracts in excess of $750,000 ($1.5 million for construction) to adopt a subcontracting plan that complies with the clause at FAR 52.219-9, Small Business Subcontracting Plan.

(10) REQUIREMENT TO COOPERATE IN STUDIES AND SUBMISSION OF

REPORTS

Place initials in each statement as assurance that the following will be done:

I agree to cooperate in any studies or surveys as may be required.

I agree to submit periodic reports, so the government can determine the extent of compliance with the subcontracting plan.

I agree, after November 30, 2017, to include subcontracting data for each order when reporting subcontracting achievements for indefinite-delivery, indefinite-quantity contracts with individual subcontracting plans intended for use by multiple agencies.

I agree to:

a. Submit the Individual Subcontract Report (ISR) semi-annually during contract performance for the periods ending March 31 and September 30. A report is also required for each contract within 30 days of contract completion. Reports are due

Attachment 07_Subcontracting Plan Page 6 of 9

30 days after the close of each reporting period, unless otherwise directed by the contracting officer. Reports are required when due, regardless of whether there has been any subcontracting activity since the inception of the contract or the previous reporting period. When a contracting officer rejects an ISR, the contractor is required to submit a revised ISR within 30 days of receiving the notice of the ISR rejection.

b. Submit the SSR annually by October 30 for the twelve-month period ending September 30. When an SSR is rejected, submit a revised SSR within 30 days of receiving the notice of SSR rejection.

__ I agree to ensure that my subcontractors with subcontracting plans agree to submit the ISR and/or the SSR using eSRS.

_____ I agree to provide this prime contract number, its UEI number, and the email address of our company official responsible for acknowledging receipt of or rejecting the ISRs, to all first-tier subcontractors with subcontracting plans so they can enter this information into the eSRS when submitting their ISRs.

_____ I agree to require that each subcontractor with a subcontracting plan provide the prime contract number, its own UEI number, and the email address of the subcontractor’s official responsible for acknowledging receipt of or rejecting the ISRs, to its subcontractors with subcontracting plans.

(11) DESCRIPTION OF TYPES OF RECORDS TO BE MAINTAINED

Place initials in each statement as assurance that the following will be done:

I agree to maintain the following records to show compliance with this subcontracting plan:

a. Source lists, guides, and other data that identify SB, VOSB, SDVOSB, HUBZone SB, SDB, WOSB and ISBEE concerns.

b. Records on organizations contacted to locate SB, VOSB, SDVOSB, HUBZone SB, SDB, WOSB and ISBEE sources.

c. Records on each subcontract solicitation resulting in an award of more than $250,000, indicating:

(1) Whether SB concerns were solicited and, if not, why not

(2) Whether VOSB concerns were solicited and, if not, why not

(3) Whether SDVOSB concerns were solicited and, if not, why not

(4) Whether HUBZone SB concerns were solicited and, if not, why not

(5) Whether SDB concerns were solicited and, if not, why not

(6) Whether WOSB concerns were solicited and, if not, why not

(7) Whether ISBEE concerns were solicited and, if not, why not

(8) If applicable, the reason award was not made to a SB, SDVOSB, VOSB, HUBZone SB, SDB, WOSB or ISBEE concern

d. Records of outreach efforts to contact:

(1) Trade associations

Attachment 07_Subcontracting Plan Page 7 of 9

(2) Business development organizations

(3) Conferences and trade fairs to locate SB, HUBZone SB, SDB, SDVOSB, WOSB and ISBEE sources

e. Records of internal guidance and encouragement provided to buyers through:

(1) Workshops, seminars, training, etc.

(2) Monitoring performance to evaluate compliance with the program’s requirements.

f. On a contract-by-contract basis, records to support award data submitted to the government, including the name, address, and business size of each subcontractor (does not apply to commercial plans).

ASSURANCES:

Place initials in each statement as assurance that the following will be done:

_______ (12) I agree to make a good faith effort to acquire articles, equipment, supplies, services, or materials, or obtain the performance of construction work from the small business concerns that the offeror used in preparing the bid or proposal, in the same or greater scope, amount, and quality used in preparing and submitting the bid or proposal. Responding to a request for a quote does not constitute use in preparing a bid or proposal. An offeror used a small business concern in preparing the bid or proposal if--

(i) The offeror identifies the small business concern as a subcontractor in the bid or proposal or associated small business subcontracting plan, to furnish certain supplies or perform a portion of the contract; or

(ii) The offeror used the small business concern's pricing or cost information or technical expertise in preparing the bid or proposal, where there is written evidence of an intent or understanding that the small business concern will be awarded a subcontract for the related work if the offeror is awarded the contract.

_______ (13) I agree to provide the contracting officer with a written explanation if the contractor fails to acquire articles, equipment, supplies, services, or materials or obtain the performance of construction work as described in paragraph 12 of this section. This written explanation will be submitted to the contracting officer within 30 days of contract completion.

_______ (14) I will not prohibit a subcontractor from discussing with the contracting officer any material matter pertaining to payment to or utilization of a subcontractor.

_______ (15) I will pay small business subcontractors on time and in accordance with the terms and conditions of the subcontract, and notify the contracting officer if my firm pays a reduced or an untimely payment to a small business subcontractor (see FAR 52.242-5).

This subcontracting plan was prepared by (Offeror Fill In):

Attachment 07_Subcontracting Plan Page 8 of 9

Signature:

Printed name:

Title:

Phone number:

Date prepared:

FOR OFFICIAL USE ONLY BELOW THIS LINE

Reviewed by:

RECLAMATION FIELD SMALL BUSINESS SPECIALIST:

Name:

Date:

HQ SMALL BUSINESS SPECIALIST, BUREAU OF RECLAMATION ON BEHALF OF

THE OSDBU DIRECTOR CONCURRENCE:

PROCUREMENT CENTER REPRESENTATIVE, SMALL BUSINESS

ADMINISTRATION (DOI-AAAP-0076):

X

Attachment 07_Subcontracting Plan Page 9 of 9

CONTRACTING OFFICER APPROVAL (FAR 19.705):

Reclamation Field SBS shall submit the final negotiated Subcontracting Plan to the cognizant SBA PCR in accordance with FAR 19.705-6(c)(1) and (2)) no later than 14 days after award. To locate the cognizant SBA PCR, a directory of SBA PCRs is located at:

https://www.sba.gov/contracting/resources-small-businesses/pcr-directory

Attachment 08_Key Personnel

Key Personnel Responsibility Determination

Key Personnel: Provide resume information, which includes previous jobsite responsibilities on major contracts for individuals who will occupy the key function on this project.

1) Key personnel include:

a) Project Manager(s)

b) Concrete Superintendent

c) Earthwork Superintendent(s),

d) River Diversion System Designer,

e) Professional Land Surveyor,

f) Safety Professional.

2) The resume information shall include:

a) Name and tasks to be assigned.

b) Education, background, experience, certifications, accomplishments, and other pertinent information that demonstrates their suitability for the work assigned to them.

c) Include project names, locations, dates, details, position occupied, and description of duties.

3) If the offeror intends on subcontracting any of the key personnel, listed above, the offeror shall include a Letter of Commitment. The Letter of Commitment shall be signed by both parties and shall demonstrate the commitment of both parties to this project.

4) Provide a list of alternate personnel sources to be utilized in the event proposed personnel are not available as planned. (Include full resume by name of all additional personnel listed).

5) Provide a description of the roles and responsibilities for all parties with a clear list of the work the prime contractor will self-perform versus work performed by subcontractors, sub-consultants, suppliers, and designers. In addition, explain the anticipated level of supervision the prime contractor will have over any work performed by a subcontractor.

6) Provide a visual organizational chart that clearly depicts the proposed management team and identify the key personnel listed.

a) Include a brief narrative that lists each person’s roles and responsibilities contained in the organizational chart.

b) For each person on the organization chart include their proposed availability. For key management positions, indicated their proposed precent of time onsite for the duration of this project.

Attachment 08_Key Personnel

c) If the offeror’s proposed management team includes subcontractor personnel(s) performing major project management aspects of the project, explain how the proposed management team will result in the offeror retaining control of the overall management of the contract and that the proposed team will cohesive and capable of effectively managing this work.

Note: If the personnel identified above are not available upon award, personnel with the same or better qualifications shall be substituted and approved by the Government.

Attachment 09_ Corporate Experience and Management

Corporate Experience/Management Control Responsibility Determination (Shall not exceed 10 pages as defined in the solicitation document).

Experience: It is considered important to the Government that the offeror is capable of identifying and obtaining subcontractors, and key project and site personnel that are committed and have substantiated experience with construction of work similar in nature to the work requirements contained within this solicitation in order to adequately plan the specified work.

Examples of applicable construction work experience would include:

1) In river/stream work to include excavation, cofferdam construction, unwatering/dewatering.

2) Fish screen construction to include structural concrete, foundation piles, mechanical, electrical systems.

3) Environmental Compliance with both Federal, State of California, and local regulations.

Management Control: It is considered important to the Government that the offeror, acting as the prime contractor, has adequate interest and supervision of all work involved with this solicitation and the proposed management team comprised of multiple firms is cohesive and capable of effectively managing this work.

1) Provide a description of the roles and responsibilities for all proposed job titles that clearly delineates the work the prime contractor will self-perform and the work that will be performed by subcontractors, sub-consultants, suppliers, and designers. Include descriptions of plans for prime contractor supervision to ensure subcontractor performance is maintained in a fashion that guarantees project success. Specifically:

a. Provide a description of communication protocols within both the Prime Contractor’s organization and how communication between the Prime Contractor with subcontractors, sub-consultants, suppliers, and designers will be managed.

b. Provide a visual organization chart that clearly depicts the proposed management team’s job titles.

1. Include a brief narrative that details each job title’s roles and responsibilities contained in the organization chart and what is expected of their performance throughout the performance of the contract.

2. Describe protocols associated with ensuring sub-contractor, sub-consultants, suppliers, and designers understand and adhere to Government protocols and procedures within the confines of the contract.

Experience:

The Government’s evaluation of the offeror’s proposed experience will be in the correlation with the proposed construction schedule and perceived risk to the Government, previous experience, Attachment 09_ Corporate Experience and Management and demonstration of an understanding of the specification requirements. Failure of the contractor to provide key personnel listed in the proposal, during construction for reasons other than employee leaving the contractors employment or illness may at the Contract officer determination result in a negative declaration in the contractor performance at the completion of work.

1) The Government will evaluate the experience of the proposed Project Manager, Concrete superintendent, Earthwork Superintendent, River Diversion System Designer, Professional Land Surveyor, Safety professional for:

a) Experience on projects similar in scope, complexity, and magnitude to the work required under this solicitation.

b) Experience of projects similar in nature are listed in section L.

c) Favorable consideration will be given to experience with the simultaneous coordination of multiple subcontractors, consultants, and trades and critical equipment and material integration if the work elements are similar to this project.

d) Experience of work under critical completion timeframes and critical environmental constraints is considered favorable to the government for work elements that are similar to this project.

e) The government will utilize information gained from the contract references and may utilize information from sources not provided by the offeror.

f) The government will only evaluate key personnel from other than the Offeror when a letter of Commitment is provided.

g) The government will evaluate the involvement of each key personnel for this project.

h) The Government will evaluate the list of alternative personnel sources.

Attachment 11_ Electronic Proposal Submission Instructions Kiteworks

Electronic Proposal Submission

Kiteworks is a cloud solution for secure file-sharing and collaboration that ensures data security and allows for the transfer of large files.

Refer to Section L (Instructions to Offerors) of the solicitation for information regarding proposal content.

*** Access to Kiteworks is required to submit a proposal ***

Account registration: Email sgjohnson@usbr.gov & cc mbyrne@usbr.gov to request access to Kiteworks. It is the contractor’s responsibility to confirm that this email is received by Reclamation.

1. You will receive an email from secure.usbr.gov. The subject of the message will show the email is from Sydney Johnson or Matthew T. Byrne. If you do not see this email, check your SPAM or JUNK folder.

NOTE: This access is available for a limited time (seven (7) days); plan accordingly.

The text of the email informs you that the link to send Reclamation a file is good for a specific number of days.

When you click on ACTIVATE in the email, you will be taken to a screen to create a password. The password must be at least 12 characters long and contain at least one uppercase letter, one lowercase letter, one number, and one special character.

You will be taken to a screen where you can upload the files that make up your proposal.

After you complete the above process, email Sydney Johnson at sgjohnson@usbr.gov & cc Matthew T. Byrne at mbyrne@usbr.gov to confirm receipt by Reclamation.

2.

3.

4.

5.

If you have technical problems completing this process, contact Sydney Johnson at sgjohnson@usbr.gov.

PLAN ACCORDINGLY. It is suggested that you do not wait until too close to the proposal due date/time to complete this process. It can take time for you to upload your large proposal documents.

OPTO 22 • 800-321-6786 • 1-951-695-3000 • www.opto22.com • sales@opto22.com

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422 groov EPIC PROCESSOR

Features High-resolution LCD display with touch capability for edge configuration and groov® View HMI Web-based commissioning, troubleshooting, and HMI

Built-in security with encryption, user authentication including LDAP, device firewall, VPN client, and more Pre-loaded software: groov Manage, groov View, Node-RED, Ignition/Ignition Edge®, and CODESYS® Runtime Engine Programmable with flowcharts and scripting, or IEC 61131-3 compliant languages including ladder diagram, or with C/C++, Python, Java, or other languages using secure shell access (SSH) Dual independent Gigabit Ethernet network interfaces

Dual USB ports for serial communication, touchscreen monitors, keyboards, or a mouse HDMI port for external monitors or touchscreen

UL Hazardous Locations approved and ATEX compliant

DESCRIPTION

The Edge Programmable Industrial Controller is an embedded Linux® real-time controller with gateway functions, well suited for any automation or industrial internet of things (IIoT) application.

A compact industrial computer, the groov EPIC processor features a resistive-touch, high-resolution LCD display for on-the-spot configuration, troubleshooting, and HMI. The LCD display swings open to provide easy access to the power button, power supply connectors, network interfaces, ports, and status LEDs.

• Dual, independent Gigabit Ethernet network interfaces securely segment trusted networks (like your control network) from untrusted networks (like the internet).

• Dual USB ports connect to serial interfaces, WiFi adapters, and keyboard, mouse, and touchscreen controls.

• An HDMI port connects to an external monitor for displaying configuration and groov View HMI on an external large screen, useful for local process visualization and OEM applications.

The processor can operate through a wide range of operating temperatures (-20 to 70 °C), and with its industrial design, it can be used in a large variety of applications and operating environments.

The CPU is an industrial, quad-core ARM® processor running open-source Linux with real-time extensions.

Models

Two groov EPIC processors are available. Both have the same features and include the same software, with the following differences:

• GRV-EPIC-PR1 has 2 GB RAM and 6 GB user space. It ships with

Inductive Automation’s Ignition & Ignition Edge version 7 pre-installed but can be upgraded to version 8 with a firmware update (license required for either).

• GRV-EPIC-PR2 has more memory and disk space: 3.75 GB RAM and 22 GB user space. It ships pre-installed with Ignition version 8 (license required). (It cannot run version 7 of the Ignition or Ignition Edge software.)

For included software and license information, see page 2.

For more specifications, see page 5.

Part Numbers

Part Description

GRV-EPIC-PR1

Chassis mount processor for the groov EPIC system; ships with Ignition 7, supports Ignition 7 and 8

GRV-EPIC-PR2

Chassis mount processor for the groov EPIC system with increased RAM & storage;

supports and ships with Ignition 8

GROOV-LIC-EDGE

Activation key for Ignition Edge software, version 7

GROOV-LIC-EDGE8

Activation key for Ignition Edge software, version 8

GROOV-LIC-CRE

Activation key for CODESYS Runtime Engine software

GROOV-LIC-SHELL

Activation key for secure shell access to Linux operating system groov EPIC processor With built-in touchscreen display that opens to reveal power button, LEDs, ports, and connectors

140R2024R0017 Attachment 12_Government Furnished Product aarmas Rectangle aarmas Rectangle

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422

Software

Both models include the following software:

• groov Manage for browser-based management of your groov EPIC system, from the integrated front touchscreen display or any browser-based device

• PAC Project™ Basic Software Suite (installed and running on your Microsoft® Windows® computer) for developing control programs and a Windows-based HMI

• CODESYS Development System and Runtime Engine for creating and running IEC 61131-3 compliant programs. All IEC 61131-3 languages are supported, including Function Block Diagram (FBD), Structured Text (ST), Sequential Function Charts (SFC), and Ladder Diagram (LD). (Requires the free CODESYS Runtime Engine License, GROOV-LIC-CRE.)

• Access to the Linux operating system through a secure shell to run custom applications (requires the free SSH License, GROOV-LIC-SHELL)

• groov View for building and viewing custom operator interfaces for local, mobile, and browser-based devices

• Node-RED for creating data flows to connect cloud services, databases, and APIs through pre-built nodes

• Ignition or Ignition Edge from Inductive Automation®, running on groov EPIC (no PC required):

– Ignition Edge connects to Allen-Bradley®, Siemens®, and Modbus®/TCP devices via OPC UA and offers efficient IIoT communications using MQTT with Sparkplug B payload (requires purchase of license GROOV-LIC-EDGE for Ignition Edge version 7 or GROOV-LIC-EDGE8 for version 8).

– Full Ignition includes MQTT with Sparkplug B, connects to PLCs, adds external access to the OPC UA server, and offers scripting, database support, and a wide array of Ignition modules. Contact us for Ignition license information.

Programming

You can run complex control programs on the groov EPIC processor developed with any of the following:

• PAC Control, Opto 22’s flowchart-based programming language

• CODESYS Development System V3 using any IEC 61131-3 compliant programming language

• Python, C/C++, JavaScript, and other popular software development tools

Configuration

The groov Manage app gives you central access to your groov EPIC for configuration, troubleshooting, and commissioning. Use groov Manage from your computer, smartphone, tablet, or the groov EPIC’s touchscreen—the interface is consistent and easy to use on all devices.

In addition to configuring I/O channels for signal inputs and features including PID (proportional-integral-derivative) control loops, you can also set up security, networking, software, and other features in groov Manage.

HMI

groov View offers easy browser-based, mobile-ready development of a custom HMI with trending, events, and user notification.

Communication is secured with user authentication and TLS encryption. And, because the HMI is web server-based, what you build can be viewed on any authorized device with a web browser.

The groov EPIC System

GRV-EPIC-PR1 and GRV-EPIC-PR2 are part of the groov EPIC system, which provides a complete control and communications system at the network’s edge, including:

• I/O. Connect to field devices and translate their electrical signals into the ones and zeros that computer systems understand. The groov EPIC system offers analog, digital, and serial functions, including thermocouple linearization, local PID loop control, watchdog, totalizing, and much more.

• Control. Automate equipment and systems at the network’s edge. Create flowchart-based control strategies, IEC 61131-3 compliant programs, or custom-developed applications with popular software development tools.

• Connectivity and Data Handling. Acquire, move, and share data from industrial systems, legacy equipment, business and IT systems, and the cloud through a variety of connecting technologies like Node-RED, RESTful APIs, and Ignition SCADA.

• Visualization. Securely monitor, control, and use data as you need it—locally, on premises, or from anywhere using groov View.

Authorized users can view your operator interface on the groov EPIC’ s touchscreen, a mobile device, a computer, or anything with a web browser.

The system includes processor, software, I/O modules, chassis, and power supply.

• The chassis holds the power supply, processor, and selected, modular I/O modules you need for your application. For more information, see the groov EPIC Chassis Data Sheet (form 2247).

• Power supplies are available for AC power, DC conversion, and pass-through connections from a DC power supply you already own. For more information, see the groov EPIC Power Supplies Data Sheet (form 2246).

• The groov I/O modules connect a variety of field devices to your groov EPIC system. The table on the next page lists the available I/O modules and the form numbers to learn more about them.

http://documents.opto22.com/2245_groov_EPIC_Processor_Data_Sheet.pdf http://documents.opto22.com/2246_groov_EPIC_Power_Supplies_Data_Sheet.pdf http://documents.opto22.com/2245_groov_EPIC_Processor_Data_Sheet.pdf https://www.opto22.com/products/product-container/groov-lic-shell https://www.opto22.com/products/product-container/groov-lic-edge https://www.opto22.com/support/contact-us https://www.opto22.com/products/product-container/groov-lic-cre http://documents.opto22.com/2246_groov_EPIC_Power_Supplies_Data_Sheet.pdf http://documents.opto22.com/2246_groov_EPIC_Power_Supplies_Data_Sheet.pdf https://www.opto22.com/products/product-container/groov-lic-edge8

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422 groov I/O MODULES

SECURITY

Designed for secure data communication, groov EPIC processors help you create and maintain a secure system with features like these:

• Two independent network interfaces—Use one for your trusted network and the other for an untrusted network, like the internet. Plug in a compatible USB-to-Wifi adapter and add a wireless network. Data cannot pass between networks.

• Data encryption—Out of the box, all connections to groov EPIC from your computer or mobile device are encrypted using SSL/TLS. So is the data EPIC communicates to on-premises or cloud-based software, systems, and services.

• Device firewall and security certificates—You have control over firewall ports on groov EPIC and can upload server and client security certificates as needed.

• VPN client—Data on groov EPIC can be securely accessed from remote locations through a virtual private network, using the built-in Open VPN client.

• Controlled user access—From the time you first turn it on, groov EPIC requires user authentication. You control all user accounts and groups. And you can scale up your control system more easily by configuring groov EPICs to connect to your LDAP-compatible directory service. With LDAP, your IT staff can manage all users for all EPICs from a central place. Centralized user management can also help satisfy data integrity requirements in regulated industries.

• MQTT/Sparkplug B—Communicate data more securely and efficiently using device-originated, outbound connections between groov EPIC and an MQTT broker located either on premises or in the cloud. For more on MQTT, see Getting Started with MQTT in groov Products (form 2350).

Module description Part numbers Form number groov 115 VAC Input Modules GRV-IAC-24, GRV-IACS-24, GRV-IACI-12, GRV-IACIS-12 2226 groov 180–280 VAC Input Modules GRV-IACHV-24, GRV-IACHVS-24, GRV-IACIHV-12, GRV-IACIHVS-12 2222 groov DC Input Modules

GRV-IDC-24, GRV-IDCS-24, GRV-IDCI-12, GRV-IDCIS-12,

GRV-IDCIFQ-12, GRV-IDCSW-12

groov 2–16 VAC VDC Input Modules GRV-IACDCTTL-24, GRV-IACDCTTLS-24 2237 groov 12–250 VAC Output Modules GRV-OAC-12, GRV-OACI-12, GRV-OACS-12, GRV-OACIS-12 2231 groov 5–60 VDC Output Modules GRV-ODCI-12, GRV-ODCIS-12 2238 groov DC Output Sourcing Module GRV-ODCSRC-24 2242 groov Mechanical Relay Output Module GRV-OMRIS-8 2243 groov ICTD Temperature Input Module GRV-IICTD-12 2300 groov Thermistor/Resistor Input Module GRV-IRTD-8, GRV-ITR-12 2301 groov Analog Current Input Module GRV-IMA-24, GRV-IMAI-8 2239 groov Analog Thermocouple/Millivolt Input Module GRV-ITM-12, GRV-ITMI-8 2240 groov Analog Voltage Input Module GRV-IV-24, GRV-IVI-12, GRV-IVIRMS-10 2241 groov Analog Voltage and Current Output Module GRV-OVMALC-8, GRV-OVMAILP-8 2244 groov Multifunction Mixed Signal Module GRV-MM1001-10 2353 groov Power Monitor Module GRV-IVAPM-3 2351 groov Serial Module GRV-CCANI-2, GRV-CSERI-4 2296 https://www.opto22.com/support/resources-tools/documents/2226-groov-115-vac-input-modules https://www.opto22.com/support/resources-tools/documents/2222-groov-120-280-vac-input-modules https://www.opto22.com/support/resources-tools/documents/2236-groov-6-32-vdc-input-modules https://www.opto22.com/support/resources-tools/documents/2237-groov-2-5%E2%80%9316-vac-vdc-input-modules https://www.opto22.com/support/resources-tools/documents/2231-groov-12-250-vac-output-modules https://www.opto22.com/support/resources-tools/documents/2238-groov-5%E2%80%9360-vdc-output-modules https://www.opto22.com/support/resources-tools/documents/2242-groov-dc-output-sourcing-module https://www.opto22.com/support/resources-tools/documents/2243-groov-mechanical-relay-output-module https://www.opto22.com/support/resources-tools/documents/2239-groov-analog-input-module https://www.opto22.com/support/resources-tools/documents/2240-groov-analog-thermocouple-millivolt-module https://www.opto22.com/support/resources-tools/documents/2241-groov-analog-voltage-input-module https://www.opto22.com/support/resources-tools/documents/2244-groov-analog-voltage-and-current-output-modul https://www.opto22.com/support/resources-tools/documents/2296-groov-serial-modules-data-sheet https://www.opto22.com/support/resources-tools/documents/2300-groov-ictd-temperature-input-module-data-shee https://www.opto22.com/support/resources-tools/documents/2301-groov-thermistor-resistor-input-module-data-s https://www.opto22.com/support/resources-tools/documents/2350-getting-started-with-mqtt-in-groov-products https://www.opto22.com/support/resources-tools/documents/2350-getting-started-with-mqtt-in-groov-products https://www.opto22.com/support/resources-tools/documents/2251-groov-power-monitor-module https://www.opto22.com/support/resources-tools/documents/2351-groov-power-monitor-module https://www.opto22.com/support/resources-tools/documents/2353

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422

• OptoSupport Remote Support Service (RSS)—If problems arise, you can use OptoSupport RSS to create a secure, encrypted connection between your groov EPIC and Opto 22's support team, so they can remotely help diagnose and troubleshoot. The remote connection can only be started by you, and only after you and an Opto 22 support team member have determined that the best way to help you is through a remote connection.

REMOTE I/O TOOLS

groov Manage provides a robust complement of features to configure EPIC as remote I/O:

• Easy I/O configuration—With just a few clicks, you can:

– Configure Digital inputs/outputs with features like latches

– Configure Analog inputs/outputs with features like scaling

– Enable and disable Watchdogs

– Configure features like temperature units for the entire chassis.

• PID configuration—Configure PIDs, then monitor and change values directly on the touchscreen or through a browser. In the browser, you can view trends and then adjust scaling to view trends over a long period of time or zoom in on specific values or axes.

• Scratch Pad—Peer-to-peer communication of values: define your area and then set the values through groov Manage.

• Generic MMP—Look up and change values in OptoMMP memory map areas.

• MMP and Modbus Calculators—Need help calculating the hexadecimal address of the Analog Channel Write area of the OptoMMP map for the fourth channel of the third module? Or, how about converting it to the correct Modbus Unit ID and register? These two calculators can help.

NETWORKING CAPABILITY AND TOOLS

groov EPIC provides dual, independent Gigabit Ethernet network interfaces, helping you connect to up to two different networks. Plug in a compatible USB-to-WiFi adapter and you can expand connectivity to include a wireless network. Set up an OpenVPN server (on-site or in a cloud) and create a Virtual Private Network (VPN) connection to your groov EPIC with the on-board OpenVPN client.

You can connect to a single, flat network right-out-of-the-box: insert an Ethernet cable to ETH0 and turn on groov EPIC. Have a slightly more complex network or need to fine-tune some network settings?

groov EPIC provides networking capabilities so that your IT department can:

• Add or override existing DNS server IP addresses, domain names, and Gateway IP addresses assigned by DHCP servers, plus manage their query order.

• Enable port redirect to control the flow of network traffic to, through, and out of the network interfaces.

If you encounter any issues, on-board networking tools can help you diagnose them:

• Ping—A commonly used tool to test basic connectivity from each of the groov EPIC processor’s interfaces.

• Test TCP Port—Helps determine if a port on a particular server is open or closed.

• Traceroute—A tool to help you see the route a packet takes to reach its destination.

• NsLookup—Determine the domain name and IP address of a

DNS server at the host.

SYSTEM COMPATIBILITY

The groov EPIC system is compatible with many other Opto 22 products:

• Your groov EPIC processor is fully compatible with groov RIO

Ethernet-based edge I/O modules. EPIC can use them not only as traditional remote I/O but also for exchanging data with sensors and devices that groov RIO is wired to and applications it connects

to. See the groov RIO Data Sheet (form 2317), for more information on these capable multifunction, multi-signal I/O industrial units.

• A groov EPIC processor running a PAC Control strategy can also use existing SNAP PAC I/O units as remote I/O.

• If you already have a SNAP PAC controller running a PAC Control strategy and need additional capabilities in your system, you can add groov EPIC for remote I/O and to easily connect with PLCs, enterprise software, and cloud services for IIoT applications.

https://www.opto22.com/products/groov-rio https://www.opto22.com/community/technology-partners https://www.opto22.com/support/resources-tools/documents/2317-groov-rio-data-sheet https://www.opto22.com/support/resources-tools/documents/2317-groov-rio-data-sheet

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422

SPECIFICATIONS

Device Compatibility The following USB devices have been tested to be compatible with groov EPIC processors for the function listed.

Serial communication

The following USB-to-serial adapters have been tested and proven to be compatible with groov EPIC:

Wireless communication

The following WiFi USB adapters have been tested and proven to be compatible with groov EPIC:

Specification GRV-EPIC-PR1 GRV-EPIC-PR2

Power requirements 7.1 W typical, 9.1 W max.

Memory

2 GB RAM

2 MB battery-backed RAM 6 GB user space

3.75 GB RAM

2 MB battery-backed RAM 22 GB user space

Backup battery for real-time clock BR2032

Screen size and resolution 5 inches diagonal; 480 x 800 pixels

Ethernet Communication (wired) Two independent 10/100/1000 Mbps RJ-45 connectors, each with a separate IP address

(separate IP networks). Supports Auto MDI-X (crossover cable not needed).

USB

USB 2.0

(two ports; can be used to connect serial devices via a USB-to-serial converter with an FTDI chipset)

HDMI

Connector Type: A.

HDMI Specification: Version 1.4a.

Max. Resolution: 1920 x 1080 pixels at 60 Hz

Minimum PAC Project Version 10.000 10.3003

Minimum Opto 22 Library Package For CODESYS Version

1.0.0.0 2.0.1.0

Ignition & Ignition Edge Versions 7; 8 with firmware upgrade 8 only

Maximum Number of PAC Control Engine Charts

64 64

Torque, bottom hold-down screw 3.5 in-lb (0.4 N-m) 3.5 in-lb (0.4 N-m)

Torque, top hold-down screw 1.5 in-lb (0.17 N-m) 1.5 in-lb (0.17 N-m)

Operating temperature -20 °C to +70 °C -20 °C to +70 °C

Storage temperature -40 °C to +85 °C -40 °C to +85 °C

Humidity 5–95% RH 5–95% RH

MTBF (minimum, 25 °C) 900,000 hours 750,000 hours

Agency approvals and certifications UL/cUL (Class 1 Div. 2a), CE, ATEX (Category 3, Zone 2), RoHS, DFARS, UKCA

a. For use in hazardous locations, equipment must be mounted in an enclosure that meets the requirements of the National Electrical Code, ANSI/NFPA 70, and ANSI/ISA-61010-1 (82.02.01).

Warranty 30 months 30 months

Device Manufacturer

Model

B&B Electronics USOPTL4 (isolated RS-485) USPTL4 (non-isolated RS-485) USO9ML2 (isolated RS-232)

Gearmo GM-482422 (non-isolated RS-485/RS-422) GM-FTD1-A12 (non-isolated RS-232) SERIAL-B (non-isolated RS-232)

Device Manufacturer

Model

Netis® WF2180

WF2190

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422

INSTALLING AND REMOVING THE PROCESSOR

Installing the Processor

1. Make sure you installed the power supply according to the directions in the groov EPIC Power Supplies, Converters, and Adapters Data Sheet (form 2246).

2. Review “Processor orientation” on page 8 to understand which side of the processor is the top, underside, back, and face.

3. Lift open the LCD display so you can see the notch on the top side of the processor.

4. Hold the processor by the left side, and make sure that the notch on the processor aligns with the guide tab on the power supply.

5. Align the connectors. With the LCD display open, slowly guide the processor straight onto the chassis—holding it flush against the side of the power supply—until you feel the processor start to touch the connector on the chassis.

When it touches, lightly jiggle the processor to help the pins on the processor’s connector properly align themselves into the holes of the chassis’ connector.

groov EPIC power supply groov EPIC chassis (GRV-EPIC-CHS4 shown)

Notch http://documents.opto22.com/2246_groov_EPIC_Power_Supplies_Data_Sheet.pdf

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422

6. Seat the processor. Push the processor (not the LCD display) into the connector until it resists further pressure.

IMPORTANT: Do not push on the LCD display.

7. Tighten the retention screws that attach the processor to the power supply and the chassis to the recommended torque listed in “Specifications” on page 5.

8. Close the LCD display.

Removing the Processor

1. Lift the LCD display so that you can access the retention screws and power switch.

2. Turn off the unit.

IMPORTANT: Do not attempt to remove the processor and power supply as a single unit.

3. Remove the retention screws that attach the processor to the power supply and the chassis.

4. Hold the processor with both hands, one hand on the left side and the other hand at the top

IMPORTANT: Do not attempt to remove the processor by grasping the screen.

5. Pull the processor straight out. Do not wiggle the processor.

IMPORTANT: Handle and carry the processor only by the plastic case. Do not touch any of the exposed circuitry.

6. Close the LCD display.

Retention Screws

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422

PROCESSOR ORIENTATION

The following diagram identifies which side of the processor is the bottom or underside, the face, the top and the back.

This helps orient you when you are reading the installation and removal instructions.

Face

Top (not visible in this diagram)

Bottom or underside Back (not visible in this diagram)

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422

LCD DISPLAY

The LCD display features resistive-touch capability, which means you can manipulate the display with gloved fingers or a stylus (not included).

The LCD display is your window to both your control system and HMI.

With groov Manage, you can:

• Configure and troubleshoot all groov I/O modules mounted on the chassis, including I/O channel signal inputs and features like PID control loops.

• Configure the EPIC’s Ethernet network interfaces and device firewall, and create rules to control access to its ports.

• View the current state of input channels and set the state of output channels.

• Access a library of information about all groov I/O modules available through Opto 22, including specifications and wiring diagrams.

• Review logs for troubleshooting.

The LCD display also shows your groov View HMI, which you can build and configure within your web browser on your PC. This HMI is also available to authorized users on computers and mobile devices.

groov Manage groov View HMI

© 2018-2022 Opto 22. All rights reserved. Dimensions and specifications are subject to change. Brand or product names used herein are trademarks or registered trademarks of their respective companies or organizations.

DATA SHEET

Form 2245-220422

LEDs, NETWORK INTERFACES, AND PORTS The diagram below describes the LEDs, network interfaces, and ports on the groov EPIC processor. All of these interfaces and indicators are easily accessed by lifting the hinged LCD display. When the LCD display is closed, it does not interfere with cables connecting the processor to external devices such as an external monitor. For more information about LEDs, network interfaces, and ports, see groov EPIC User’s Guide (form 2267).

LEDs

Independent Ethernet Network Interfaces

The Ethernet network interfaces are independent, which means they are not connected internally. Each requires its own IP address, and the two interfaces must be on different subnets.

Ports

The HDMI port offers a connection to an external monitor, such as an HDMI-ready touch-screen monitor, so that you can display groov Manage or your groov View HMI on a separate screen.

The two USB ports offer several ways to extend the capabilities of the processor. You can connect:

• Serial devices via a USB-to-serial converter

• A mouse, keyboard, or both to make it easier to type in data and navigate through the screens

• WiFi adapters to add wireless connectivity

For device compatibility information, see “Device Compatibility” on page 5.

LED Indicates

SPEED LED

Indicates link speed (Off = 10 Mbps, Green = 100 Mbps, Orange = 1000 Mbps)

LINK ACT LED

Indicates link status or activity (on/solid = link present, blinking = link present and local activity)

POWER LED

Indicates status of…