1605C1-22-Q-00032.pdf

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Instruction Services of TLO 1 & 2 of Hazard Analysis in the Chemical Processing Industries OSHA #3400
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1605C1-22-Q-00032
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SEE ADDENDUMIS CHECKED

CODE 18a. PAYMENT WILL BE MADE BY

CODE

FACILITYCODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN OFFER

OFFEROR

CAS

S-4307 200 Constitution Ave, NW Customer Acquisition Services US Department of Labor

OSHA IL OTI CODE 16. ADMINISTERED BYCODE

X

X

X

611430

SIZE STANDARD:

100.00 % FOR:SET ASIDE:UNRESTRICTED ORCAS

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

04/15/2022 12:00 P.M. ES

03/30/2022

404-302-5824Oneisha Pickard (No collect calls)

INFORMATION CALL:

FOR SOLICITATION 8. OFFER DUE DATE/LOCAL TIMEb. TELEPHONE NUMBER a. NAME

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

1605C1-22-Q-00032

5. SOLICITATION NUMBER

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS 1. REQUISITION NUMBER PAGE OF

1 60 1650-CHI-22-CHI-0017OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

Washington DC 20210

TELEPHONE NO.

17a. CONTRACTOR/

ARLINGTON HEIGHTS IL 60005

2020 S. ARLINGTON HEIGHTS RD

OSHA OTI

US DEPARTMENT OF LABOR

15. DELIVER TO

Washington DC 20210 S-4307 200 Constitution Ave, NW Customer Acquisition Services

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$12.00

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK BELOW

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULEX

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

US Department of Labor

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The Department of Labor (DOL), Office of the Senior Procurement Executive (OSPE), on behalf of The Occupational Safety and Health Administration (OSHA), has a requirement for a contractor to provide instructional delivery services for Terminal Learning Objective 1 & 2 of Hazard Analysis in the Chemical Processing Industries OSHA #3400, as defined in the attached Performance Work Statement (PWS).

(Use Reverse and/or Attach Additional Sheets as Necessary)

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

Ericka Graham

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA

31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or print)

ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY ADDITIONAL

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA

26. TOTAL AWARD AMOUNT (For Govt. Use Only)

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

30b. NAME AND TITLE OF SIGNER (Type or print)

30a. SIGNATURE OF OFFEROR/CONTRACTOR

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

25. ACCOUNTING AND APPROPRIATION DATA

29. AWARD OF CONTRACT:

REF.

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32c. DATE 32b. SIGNATURE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

40. PAID BY39. S/R VOUCHER NUMBER38. S/R ACCOUNT NUMBER

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42d. TOTAL CONTAINERS42c. DATE REC'D (YY/MM/DD)

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The Government anticipates awarding a Firm-Fixed

Price Contract.

Period of Performance:

Base: June 01, 2022 - May 31, 2023

Option Year 1: June 01, 2023 - May 31, 2024

Option Year 2: June 01, 2024 - May 31, 2025

Option Year 3: June 01, 2025 - May 31, 2026

Option Year 4: June 01, 2026 - May 31, 2027

Questions pertaining to this RFP are due by 11:00

AM EST on 04/08/2022.

Quotes are due per block 8 on this form.

Please email all questions and quotes to Oneisha

Pickard, pickard.oneisha.s@dol.gov & Ericka

Graham, graham.ericka@dol.gov.

Period of Performance: 06/01/2022 to 05/31/2023

0001 PRE-COURSE PREPARATION - Instructional Services for Hazard Analysis in the Chemical Processing

Industries - 2-day preparation time.

Product/Service Code: U008

0002 INSTRUCTIONAL SERVICES - Delivery of Course 3400-

Part 1, Hazard Analysis in the Chemical

Continued ...

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

60 2 of

ITEM NO. SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

NAME OF OFFEROR OR CONTRACTOR

3 60

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C1-22-Q-00032

Processing Industries, with TLO 1 AND 2

Product/Service Code: U008

0003 TRAVEL EXPENSES

Product/Service Code: U008

1001 PRE-COURSE PREPARATION - Instructional Services for Hazard Analysis in the Chemical Processing

Industries - 2-day preparation time.

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2023

Product/Service Code: U008

Period of Performance: 06/01/2023 to 05/31/2024

1002 INSTRUCTIONAL SERVICES - Delivery of Course 3400-

Part 1, Hazard Analysis in the Chemical

Processing Industries, with TLO 1 AND 2

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2023

Product/Service Code: U008

Period of Performance: 06/01/2023 to 05/31/2024

1003 TRAVEL EXPENSES

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2023

Product/Service Code: U008

Period of Performance: 06/01/2023 to 05/31/2024

2001 PRE-COURSE PREPARATION - Instructional Services for Hazard Analysis in the Chemical Processing

Industries- 2-day preparation time.

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2024

Product/Service Code: U008

Period of Performance: 06/01/2024 to 05/31/2025

2002 INSTRUCTIONAL SERVICES - Delivery of Course 3400-

Part 1, Hazard Analysis in the Chemical

Processing Industries, with TLO 1 AND 2

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2024

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

Sponsored by GSA

FAR (48 CFR) 53.110

4 60

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C1-22-Q-00032

Product/Service Code: U008

Period of Performance: 06/01/2024 to 05/31/2025

2003 TRAVEL EXPENSES

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2024

Product/Service Code: U008

Period of Performance: 06/01/2024 to 05/31/2025

3001 PRE-COURSE PREPARATION - Instructional Services for Hazard Analysis in the Chemical Processing

Industries - 2-day preparation time.

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2025

Product/Service Code: U008

Period of Performance: 06/01/2025 to 05/31/2026

3002 INSTRUCTIONAL SERVICES - Delivery of Course 3400-

Part 1, Hazard Analysis in the Chemical

Processing Industries, with TLO 1 AND 2

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2025

Product/Service Code: U008

Period of Performance: 06/01/2025 to 05/31/2026

3003 TRAVEL EXPENSES

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2025

Product/Service Code: U008

Period of Performance: 06/01/2025 to 05/31/2026

4001 PRE-COURSE PREPARATION - Instructional Services for Hazard Analysis in the Chemical Processing

Industries - 2-day preparation time.

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2026

Product/Service Code: U008

Period of Performance: 06/01/2026 to 05/31/2027

4002 INSTRUCTIONAL SERVICES - Delivery of Course 3400-

Part 1, Hazard Analysis in the Chemical

Continued ...

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

5 60

CONTINUATION SHEET

REFERENCE NO. OF DOCUMENT BEING CONTINUED PAGE OF

(A) (B) (C) (D) (E) (F)

1605C1-22-Q-00032

Processing Industries, with TLO 1 AND 2

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2026

Product/Service Code: U008

Period of Performance: 06/01/2026 to 05/31/2027

4003 TRAVEL EXPENSES

(Option Line Item)

(Anticipated Option Exercise Date)05/01/2026

Product/Service Code: U008

Period of Performance: 06/01/2026 to 05/31/2027

NSN 7540-01-152-8067 OPTIONAL FORM 336 (4-86)

B - Supplies or Services/Prices

Schedule B: Pricing Schedule

Please complete the pricing schedule below.

*All vendors, possessing a GSA Schedule, shall provide GSA pricing with any applicable discounts and state the applicable GSA number. GSA pricing will get preference.

Base Period

Description of Work Quantity Unit of Measure Subtotals

Material preparation prior to course August 8 HR

Course Delivery 2 days August 2-3, 2022 – Instructor 1

16 HR

Travel NTE

Material preparation prior to course September

8 HR

Course Delivery 2 days September 13-14, 2022 – Instructor 1

16 HR

Travel NTE

Sub-Total Base CLINS

Base Period

Option Period 1

Material preparation prior to course 8 HR Course Delivery 2 days – Instructor 1 16 HR

Travel NTE

Material preparation prior to course 8 HR

Option Period 1

Option Period 2

Course Delivery 2 days – Instructor 1 16 HR

Travel NTE

Material preparation prior to course 8 HR

Option Period 2

Option Period 3

Travel NTE

Material preparation prior to course 8 HR

Option Period 3

Option Period 4

Travel NTE

Material preparation prior to course 8 HR

Option Period 4

Total Contract Value

C - Description/Specifications

Performance Work Statement Instructional Services OSHA Training Institute Course #3400 Hazard Analysis in Chemical Processing Industries Terminal Learning Objectives 1 and 2

PART 1 General Information

1.1 Description of Services/Introduction:

The Contractor shall provide all personnel, equipment, tools, materials, supervision, and other items and non-personal services necessary to provide instructional delivery services. OSHA OTI is looking to procure a single year plus four option years Firm-Fixed Price for one (1) subject matter expert to teach content relating to Terminal Learning Objectives and Enabling Learning Objectives 1 and 2 of Hazard Analysis in the Chemical Processing Industries OSHA #3400. The instructional services are for day 1 and day 2 of the OSHA Training Institute (OTI) #3400 - Hazard Analysis in the Chemical Processing Industries. The Contractor shall perform to the standards in this contract.

1.2 Background:

The OSHA Directorate of Administrative Programs (DAP) Office of Training and Education (OTE) provides occupational safety and health training under the scope of 29 CFR 1913, 29 CFR 1915, 29 CFR 1910, and 29 CFR 1926. The, a Division of OTE, supports OSHA's mission and performance goals by providing training and education in occupational safety and health and OSHA policies and procedures for federal and state compliance officers, state consultants, whistleblower investigators, and OSHA professional and technical support personnel.

This course is the second in a series of three (3) Process Safety Management (PSM) courses offered by OTI. The OSHA Training Institute Course #3400 Hazard Analysis in Chemical Processing Industries is an eight-day course. This solicitation covers instructional services for the first two days of the course offering. The course is scheduled to be offered twice before September 30, 2022. Course dates and locations for fiscal years 2023 through 2026 are to be determined (TBD).

The #3400 course focuses on materials science, mechanical integrity, and other significant safety and health issues at facilities regulated by 29 CFR 1910.119, PSM of Highly Hazardous Chemicals. This course includes materials science (the how, why, what, when, and where of metals and corrosion), mechanical integrity (the programs and testing needed to keep piping, pressure vessels, specific equipment items identified as critical to PSM, within proper parameters), relief systems (what are the reasons we need properly designed relief systems for equipment and what information do we need to look for to evaluate the employers' program), and Process Hazard Analyses (PHA). Students evaluate major case incidents to determine what specific PSM elements have been implemented and could the incidents have been prevented. A tour of a chemical facility is included, if feasible.

1.3 Objectives:

1.3.1 Pre-Course Preparation:

OTI has existing training materials for this course which will be made available to the contractor after the award. The awardee is responsible for reviewing the course materials prior to the course offering. Eight (8) hours is the estimated time required for the pre-course preparation.

1.3.2 Course Goals:

Given OSHA’s consensus standards and recognized safe practices used in the chemical processing industry, the student will be able to evaluate the safety and health considerations and other critical hazard control issues where highly hazardous chemicals are processed.

Following this class, students should be able to:

Determine the adequacy of a facility's PHA Students will be able to select appropriate process industry personnel for interviews. These persons have, or should have, necessary information regarding PHAs pertaining to these systems. The students should be able to formulate lists of reasonable questions for industry personnel.

Students are to learn to assess employers' determinations regarding the following:

o Applying PHAs to finding and addressing process hazards o Ensuring that process equipment is maintained as required o The relationship between Mechanical Integrity and PHAs, Management of Change, and Operating procedures.

Training methods and materials should strive to utilize adult learning techniques such as case studies (e.g., using actual cases such as those found in Chemical Safety Board reports), workshops, minimize lecture time, etc. Where applicable, models, actual equipment, photographs of equipment, etc., are strongly encouraged. OTI's goal is to provide courses in the range of 2/3 student activities/involvement and 1/3 lecture/listening.

1.4 Scope:

The Contractor shall provide primary instructional delivery services for 16 hours, over the first two days of each course offering. The instruction services will cover the objectives listed in section 1.3 above and the learning objectives listed in section 5.2 below. The Contractor shall remain in the classroom when not providing primary instruction delivery services. The two course offerings are currently scheduled to occur on or around August 2 thru 11, 2022, and September 13 thru 22, 2022, at Salt Lake Technical Center, Sandy, UT 84070, or OTI in Arlington Heights, IL 60005. Instructional delivery services include preparation for course delivery and instructional services. Finalization of delivery services occurs upon completion of the second day of each training, August 3, 2022, and September 14, 2022.

1.5 Period of Performance:

Base: June 01, 2022 - May 31, 2023 Option Year 1: June 01, 2023 - May 31, 2024 Option Year 2: June 01, 2024 - May 31, 2025 Option Year 3: June 01, 2025 - May 31, 2026 Option Year 4: June 01, 2026 - May 31, 2027

Instructional services for the Base Year will occur on or around August 2 thru 3, 2022, and on or around September 13 thru 14, 2022.

Instructional Delivery: TBD, Fiscal Year 2023 Instructional Delivery: TBD, Fiscal Year 2023 Instructional Delivery: TBD, Fiscal Year 2024 Instructional Delivery: TBD, Fiscal Year 2024 Instructional Delivery: TBD, Fiscal Year 2025 Instructional Delivery: TBD, Fiscal Year 2025 Instructional Delivery: TBD, Fiscal Year 2026 Instructional Delivery: TBD, Fiscal Year 2026

1.5.1 Option to Extend

The Government reserves the right to extend the term of this contract at the prices set forth in Section B per the terms and conditions contained in Federal Acquisition Regulation (FAR) clause 52.217-9 entitled, "Option to Extend the Term of the Contract."

1.6 General Information

1.6.1 Government Remedies:

The Contracting Officer shall follow FAR 52.212-4, "Contract Terms and Conditions - Commercial Items" or FAR 52.246-4, "Inspection of Services-Fixed Price" for Contractor's failure to perform satisfactory services or failure to correct non-conforming services.

1.6.2 Recognized Holidays:

The Contractor is not required to perform services on the following recognized holidays.

New Year’s Day Independence Day Martin Luther King Jr.’s Birthday Labor Day

President’s Day Columbus Day Memorial Day Veteran’s Day Juneteenth Thanksgiving Day Christmas Day

1.6.3 Hours of Operation/Place of Performance:

Instruction will take place at Salt Lake Technical Center, Sandy, UT 84070, or OTI in Arlington Heights, IL 60005.

The Contractor is responsible for conducting training between 8:00 AM - 4:15 PM CT with one hour for lunch and three 15 minute breaks. The instructor should arrive no later than 7:45 AM Monday thru Friday, except for Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings. The Contractor at all times shall maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential. Telecommuting or "work at home" is not authorized under this contract unless under emergency situations as determined by the Contraction Officer Representative (COR). This training is for two (2) two-day sessions.

1.6.3.1 Travel

Travel may be required for the Contractor. The Contractor shall be notified in writing by the COR at least three days prior to travel. All travel must be pre-approved by the COR. The following requirements apply:

a) The Contractor shall be reimbursed for direct costs of transportation, lodging, meals, and incidental expenses of personnel who are authorized to undertake out-of-town and/or overnight travel under this PWS. Such costs shall be reimbursed in accordance with the established policy of the Contractor and to the extent that they are reasonable and allowable as provided in FAR 3 1.205-46, 3 1.3, 3 1.6, or 3 1. 7. The Contractor shall provide the proposed travel expenses for approval by the COR 14 days prior to travel.

b) Costs incurred for lodging, meals, and incidental expenses shall be reimbursed only to the extent that they do not exceed on a daily basis the maximum per diem rates in effect at the time of travel as set forth in the Federal Travel Regulations or Joint Travel Regulations.

c) Airfare costs in excess of the lowest customary standard, coach, or equivalent airfare offered during normal business hours will not be reimbursed unless such accommodations are not available and the Contractor certifies to this fact in the voucher or in their documents submitted for reimbursement.

d) The Contractor shall be reimbursed for the cost of out-of-town and/or overnight travel performed by its personnel in their privately owned automobiles, at the current rate set forth in the Federal Travel Regulations, not to exceed the cost by the most direct economy air route between the points so traveled. If more than one person travels in such automobiles, the Contractor shall make no additional charge for such travel.

e) No travel costs for Contractor personnel traveling from place of residence to and from the normally assigned worksite shall be reimbursed by the Government.

All travel must be in accordance with the Federal Travel Regulations (FTR).

1.6.4 Type of Contract:

The Government anticipates awarding a Firm-Fixed Price Contract.

1.6.5 Security Requirements:

The United States Government retains all rights associated with all materials developed and permissions obtained as part of this contract.

1.6.5.1 Physical Security:

The Contractor shall be responsible for safeguarding all government property provided for contractor use. At the close of each work period, the Contractor shall ensure government facilities, equipment, and materials are secured.

1.6.5.2 Key Control:

The Contractor shall check in at the front desk to receive a name tag. He/She will not receive any key control entry.

1.6.6 Special Qualifications:

The Contractor shall have the knowledge, skill, and abilities to meet the objectives outlined in items 1.3 and 5.2 of the PWS.

1.6.7 Post Award Conference/Periodic Progress Meetings:

The Contractor agrees to attend any post-award conference call convened by the contracting activity or contract administration office per FAR Subpart 42.5. The Contracting Officer, COR, and other Government personnel, as appropriate, may meet periodically with the Contractor to review the Contractor's performance. At these meetings, the Contracting Officer will apprise the Contractor of how the Government views the Contractor's performance, and the Contractor will apprise the Government of any problems experienced.

Appropriate actions shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the Government. The Contractor shall coordinate with the COR within three days after contract award to establish the meeting date.

1.6.8 COR:

A COR will be delegated under separate cover.

1.6.9 Identification of Contractor Employees:

All contract personnel must wear an OTI name tag while in the building. The security personnel will provide the name tag upon entry to the building.

PART 2 Definitions & Acronyms

CSHO – Compliance Safety Health Officer

COR – A representative from the requiring activity assigned by the Contracting Officer to perform surveillance and to act as liaison to the Contractor

DAP – Directorate of Administrative Programs

DOL – Department of Labor

ELO – Enabling Learning Objective

FAR – Federal Acquisition Regulation

HAZOP – Hazard and Operability Analysis

OTE – Office of Training and Education

OTI – OHSA Training Institute

P & ID – Piping and Instrumentation Design

PRS – Performance Requirements Summary

PHA – Process Hazard Analyses

PSI – Process Safety Information

PSM – Process Safety Management

PWS – Performance Work Statement

SGE – Special Government Employee

TLO – Terminal Learning Objective

PART 3 Government Furnished Property, Equipment, and Services

3.1 General:

The Government shall provide the facilities, equipment, materials, and/or services listed below.

3.2 Equipment

The Government will provide the projection system consisting of a computer (with an internet connection) and CD/DVD player, all linked to the projector and screen. The Contractor shall provide their own laptop that can be connected to the training system or provide a jump drive with the course content. The Government will also supply flip charts, whiteboards, and markers.

3.3 Services

3.3.1 Utilities:

All utilities in the facility will be available for the Contractor to perform the duties outlined in this PWS. The Contractor shall instruct employees in utility conservation practices. The Contractor shall be responsible for operating under conditions that preclude the waste of utilities.

3.3.2 Facilities:

The Government will furnish the necessary workspace for the contractor staff to provide the support outlined in this PWS.

PART 4 Contractor Furnished Items and Services

4.1 General:

Except for those items specifically stated to be Government-furnished in Part 3 above, the Contractor shall furnish everything required to perform this PWS.

4.2 Clearance:

Not applicable.

PART 5 Specific Tasks

5.1 Basic Services:

The Contractor shall provide instructional services during Day 1 and Day 2 of OTI’s Course #3400 PSM Hazard Analysis in the Chemical Processing Industries course offerings scheduled to occur on or around August 2 thru 11, 2022, and September 13 thru 22, 2022, at Salt Lake Technical Center, Sandy, UT 84070, or OTI in Arlington Heights, IL 60005.

This job requires a senior-level instructor with excellent teaching and communication skills and broad knowledge of OSHA standards and requirements. In addition, the instructor must be very knowledgeable and experienced in PSM of Highly Hazardous Chemicals, chemical process technologies, standards, and recommended practices in chemical processing, ammonia refrigeration, PHA, etc. An understanding of the need for proper Process Safety Information (PSI), the interrelationship of process safety instrumentation, plant layout, operating procedures, emergency procedures, and other related areas.

Students in this session are all federal and state Occupational Safety and Health Compliance Officers (OSHA CSHOs) or OSHA state consultants. Occasionally, other government agency employees (e.g., United States Environmental Protection) or Special Government Employees will attend. Instruction must be designed for beginners in this subject, as described below.

Students will have had a two-day overview of the PSM standard, including the reasons for the development of the standard, coverage and exemptions, and a brief overview of each element of the standard. They will also have had a two (2) day session on equipment used in the process chemical industry (e.g., relief valves and relief systems, piping, vessels, the various types of valves and their use), the basics of pressure, level, and flow control, and how to read piping and instrumentation diagrams (P&IDs) (including practical exercises).

5.1.1 Project Management:

The Contractor shall provide project management to ensure that identified tasks are performed efficiently, accurately, on time, and in compliance with the requirements. The Contractor shall participate as a member of a government-led team as requested by the COR.

The Contractor shall arrange a Kick-Off meeting between the OSHA COR, OSHA Program Manager, and Contractor to review PWS requirements and ensure understanding of work scope and deliverables within two weeks of award.

5.2 Learning Objectives:

The terminal learning objects (TLO) and enabling learning objects (ELO) for the sessions are:

Contract Day 1 Course Day 1 TLO 1 – Determine the adequacy of a facility's PHA.

ELO 1.1 – Explain the relationship of a process hazard analysis to reducing risk at a facility that uses highly hazardous chemicals.

ELO 1.2 – Describe factors that a PHA must address.

ELO 1.3 – Differentiate between the most common PHA methodologies: Checklist, What-If, What-If/Checklist, and HAZOP.

ELO 1.4 – Describe the characteristics of industries that influence the selection of PHA methodology.

ELO 1.5 – Describe common problems with PHA studies. ELO 1.6 – Identify deficiencies in a given PHA study.

ELO 1.7 – Explain what factors to consider when choosing between a PHA revalidation review and a complete new PHA.

Contract Day 2 Course Day 2 TLO 2 – Explain the importance of mechanical integrity to prevent catastrophic releases. ELO 2.1 – State the requirements of the standard regarding mechanical integrity.

ELO 2.2 – Recognize equipment not specifically listed in 1910.119(j)(1) that the requirements may cover mechanical integrity.

ELO 2.3 – Identify common problems that a mechanical integrity program is designed to prevent or minimize.

ELO 2.4 – Explain the relationships of mechanical integrity with process hazard analyses. ELO 2.5 – Explain the elements of a good mechanical integrity program and/or procedures.

5.3 Teaching Materials

OTI has existing materials for this course which will be available for review after the award. These materials (and any portion thereof) are only permitted for use during the instructional services defined in this solicitation. If the vendor wishes to use the content outside this context, they must receive written consent from the OTI Director.

The instructor may propose adding materials or making changes to the existing materials. However, unless required as a scope of work and preapproved, no such changes are required, and time spent on such changes will not be authorized or paid.

Should the instructor wish to show photos and other materials which are their property and/or the property of their clients and which cannot be provided to OSHA for copying or OSHA's future use, the vendor must receive approval from the OTI Course Chair prior to the first course offering. The OTI recognizes the value of "real life" photos and materials for training and respects the need of outside instructors to assure the confidentiality of such materials. The instructor is advised that once printed materials are provided to students, we cannot ensure that they will be able to remain confidential. Similarly, should the instructor name facilities or people are shown in photos or materials, we cannot ensure that those can remain confidential.

5.4. Other:

While not actually presenting material, the instructor will act as an "in-class" expert, responding to student questions and providing subject matter expertise.

Travel expenses will be reimbursed in accordance with the Federal Travel Regulation.

5.5. Reports and Deliverables:

The contract instructor agrees that if they voluntarily develops materials for the course offerings, the developed training materials are the property of OTI and may not be used in training conducted outside OTI without the written permission from the OTI Director. An electronic copy of and developed training materials will be provided to OTI at least ten days prior to the course. Materials shall be provided in a form suitable for use, modification, and reproduction by OTI, i.e., electronic Microsoft PowerPoint format for PowerPoint slides used in training and Microsoft Word documents for job aids or other written materials. PDF files or paper copies are not an appropriate format for delivering materials developed for OTI use. OTI reserves the right to reject any additional material for use in the course.

PART 6 Applicable Publications

Not Applicable.

Technical Exhibit 1

Performance Requirements Summary (PRS)

The contractor service requirements are summarized into performance objectives that relate directly to mission essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective

Standard

Performance Threshold (This is the maximum error rate)

Method of Surveillance (and who performs)

PRS # 1.

Instruction during August 2-3, 2022 & September 13- 14, 2022.

Provide instructional services in accordance with best management practices for adult learning

0 days missed The OTI Course Chairperson will observe attendance and report to the COR

PRS # 2

Instruction will meet the objectives outlined in 1.3. and

5.2. of the PWS.

Students will be tested on the objectives outlined in 5.2. Their mean test scores will be equal to or exceed 61%

Within 95% mean

The OTI Course Chairperson will evaluate the results of the course test for the specified Learning Objectives.

Technical Exhibit 2

Deliverables Schedule

Deliverable Frequency Quantity Medium/Format Submit To

Instructional Services

August 2 and 3, 1 In-person delivery OTI Course Chairperson

Instructional Services

September 13 and 14, 2022

1 In-person delivery

OTI Course Chairperson

D - Contract Clauses

52.204-19 Incorporation by Reference of Representations and Certifications. (DEC 2014)

52.212-1 Instructions to Offerors - Commercial Products and Commercial Services. (NOV 2021)

(a) North American Industry Classification System (NAICS) code and small business size standard. The NAICS code(s) and small business size standard(s) for this acquisition appear elsewhere in the solicitation. However, the small business size standard for a concern that submits an offer, other than on a construction or service acquisition, but proposes to furnish an end item that it did not itself manufacture, process, or produce is 500 employees if the acquisition-

(1) Is set aside for small business and has a value above the simplified acquisition threshold;

(2) Uses the HUBZone price evaluation preference regardless of dollar value, unless the offeror waives the price evaluation preference; or

(3) Is an 8(a), HUBZone, service-disabled veteran-owned, economically disadvantaged women-owned, or women-owned small business set-aside or sole-source award regardless of dollar value.

(b) Submission of offers. Submit signed and dated offers to the office specified in this solicitation at or before the exact time specified in this solicitation. Offers may be submitted on the SF 1449, letterhead stationery, or as otherwise specified in the solicitation. As a minimum, offers must show-

(1) The solicitation number;

(2) The time specified in the solicitation for receipt of offers;

(3) The name, address, and telephone number of the offeror;

(4) A technical description of the items being offered in sufficient detail to evaluate compliance with the requirements in the solicitation. This may include product literature, or other documents, if necessary;

(5) Terms of any express warranty;

(6) Price and any discount terms;

(7) "Remit to" address, if different than mailing address;

(8) A completed copy of the representations and certifications at Federal Acquisition Regulation (FAR) 52.212-3 (see FAR 52.212-3(b) for those representations and certifications that the offeror shall complete electronically);

(9) Acknowledgment of Solicitation Amendments;

(10) Past performance information, when included as an evaluation factor, to include recent and relevant contracts for the same or similar items and other references (including contract numbers, points of contact with telephone numbers and other relevant information); and

(11) If the offer is not submitted on the SF 1449, include a statement specifying the extent of agreement with all terms, conditions, and provisions included in the solicitation. Offers that fail to furnish required representations or information, or reject the terms and conditions of the solicitation may be excluded from consideration.

(c) Period for acceptance of offers. The offeror agrees to hold the prices in its offer firm for 30 calendar days from the date specified for receipt of offers, unless another time period is specified in an addendum to the solicitation.

(d) Product samples. When required by the solicitation, product samples shall be submitted at or prior to the time specified for receipt of offers. Unless otherwise specified in this solicitation, these samples shall be submitted at no expense to the Government, and returned at the sender's request and expense, unless they are destroyed during preaward testing.

(e) Multiple offers. Offerors are encouraged to submit multiple offers presenting alternative terms and conditions, including alternative line items (provided that the alternative line items are consistent with FAR subpart 4.10), or alternative commercial products or commercial services for satisfying the requirements of this solicitation. Each offer submitted will be evaluated separately.

(f) Late submissions, modifications, revisions, and withdrawals of offers. (1) Offerors are responsible for submitting offers, and any modifications, revisions, or withdrawals, so as to reach the Government office designated in the solicitation by the time specified in the solicitation. If no time is specified in the solicitation, the time for receipt is 4:30 p.m., local time, for the designated Government office on the date that offers or revisions are due.

(2)(i) Any offer, modification, revision, or withdrawal of an offer received at the Government office designated in the solicitation after the exact time specified for receipt of offers is "late" and will not be considered unless it is received before award is made, the Contracting Officer determines that accepting the late offer would not unduly delay the acquisition; and-

(A) If it was transmitted through an electronic commerce method authorized by the solicitation, it was received at the initial point of entry to the Government infrastructure not later than 5:00 p.m.

one working day prior to the date specified for receipt of offers; or

(B) There is acceptable evidence to establish that it was received at the Government installation designated for receipt of offers and was under the Government's control prior to the time set for receipt of offers; or

(C) If this solicitation is a request for proposals, it was the only proposal received.

(ii) However, a late modification of an otherwise successful offer, that makes its terms more favorable to the Government, will be considered at any time it is received and may be accepted.

(3) Acceptable evidence to establish the time of receipt at the Government installation includes the time/date stamp of that installation on the offer wrapper, other documentary evidence of receipt maintained by the installation, or oral testimony or statements of Government personnel.

(4) If an emergency or unanticipated event interrupts normal Government processes so that offers cannot be received at the Government office designated for receipt of offers by the exact time specified in the solicitation, and urgent Government requirements preclude amendment of the solicitation or other notice of an extension of the closing date, the time specified for receipt of offers will be deemed to be extended to the same time of day specified in the solicitation on the first work day on which normal Government processes resume.

(5) Offers may be withdrawn by written notice received at any time before the exact time set for receipt of offers.

Oral offers in response to oral solicitations may be withdrawn orally. If the solicitation authorizes facsimile offers, offers may be withdrawn via facsimile received at any time before the exact time set for receipt of offers, subject to the conditions specified in the solicitation concerning facsimile offers. An offer may be withdrawn in person by an offeror or its authorized representative if, before the exact time set for receipt of offers, the identity of the person requesting withdrawal is established and the person signs a receipt for the offer.

(g) Contract award (not applicable to Invitation for Bids). The Government intends to evaluate offers and award a contract without discussions with offerors. Therefore, the offeror's initial offer should contain the offeror's best terms from a price and technical standpoint. However, the Government reserves the right to conduct discussions if later determined by the Contracting Officer to be necessary. The Government may reject any or all offers if such action is in the public interest;

accept other than the lowest offer; and waive informalities and minor irregularities in offers received.

(h) Multiple awards. The Government may accept any item or group of items of an offer, unless the offeror qualifies the offer by specific limitations. Unless otherwise provided in the Schedule, offers may not be submitted for quantities less than those specified. The Government reserves the right to make an award on any item for a quantity less than the quantity offered, at the unit prices offered, unless the offeror specifies otherwise in the offer.

(i) Availability of requirements documents cited in the solicitation. (1)(i) The GSA Index of Federal Specifications, Standards and Commercial Item Descriptions, FPMR Part 101-29, and copies of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained for a fee by submitting a request to- GSA Federal Supply Service Specifications Section, Suite 8100, 470 East L'Enfant Plaza, SW, Washington, DC 20407, Telephone (202) 619-8925, Facsimile (202) 619-8978.

(ii) If the General Services Administration, Department of Agriculture, or Department of Veterans Affairs issued this solicitation, a single copy of specifications, standards, and commercial item descriptions cited in this solicitation may be obtained free of charge by submitting a request to the addressee in paragraph (i)(1)(i) of this provision. Additional copies will be issued for a fee.

(2) Most unclassified Defense specifications and standards may be downloaded from the following ASSIST websites:

(i) ASSIST (https://assist.dla.mil/online/start/).

(ii) Quick Search (http://quicksearch.dla.mil/).

(3) Documents not available from ASSIST may be ordered from the Department of Defense Single Stock Point (DoDSSP) by-

(i) Using the ASSIST Shopping Wizard (https://assist.dla.mil/wizard/index.cfm);

(ii) Phoning the DoDSSP Customer Service Desk (215) 697-2179, Mon-Fri, 0730 to 1600 EST; or

(iii) Ordering from DoDSSP, Building 4, Section D, 700 Robbins Avenue, Philadelphia, PA 19111-5094, Telephone (215) 697-2667/2179, Facsimile (215) 697-1462.

(4) Nongovernment (voluntary) standards must be obtained from the organization responsible for their preparation, publication, or maintenance.

(j) Unique entity identifier. (Applies to all offers that exceed the micro-purchase threshold, and offers at or below the micro-purchase threshold if the solicitation requires the Contractor to be registered in the System for Award Management (SAM).)

The Offeror shall enter, in the block with its name and address on the cover page of its offer, the annotation "Unique Entity Identifier" followed by the unique entity identifier that identifies the Offeror's name and address. The Offeror also shall enter its Electronic Funds Transfer (EFT) indicator, if applicable. The EFT indicator is a four-character suffix to the unique entity identifier. The suffix is assigned at the discretion of the Offeror to establish additional SAM records for identifying alternative EFT accounts see FAR subpart 32.11) for the same entity. If the Offeror does not have a unique entity identifier, it should contact the entity designated at www.sam.gov for unique entity identifier establishment directly to obtain one. The Offeror should indicate that it is an offeror for a Government contract when contacting the entity designated at www.sam.gov for establishing the unique entity identifier.

(k) (Reserved)

(l) Debriefing. If a post-award debriefing is given to requesting offerors, the Government shall disclose the following information, if applicable:

(1) The agency's evaluation of the significant weak or deficient factors in the debriefed offeror's offer.

(2) The overall evaluated cost or price and technical rating of the successful and the debriefed offeror and past performance information on the debriefed offeror.

(3) The overall ranking of all offerors, when any ranking was developed by the agency during source selection.

(4) A summary of the rationale for award;

(5) For acquisitions of commercial products, the make and model of the product to be delivered by the successful offeror.

(6) Reasonable responses to relevant questions posed by the debriefed offeror as to whether source-selection procedures set forth in the solicitation, applicable regulations, and other applicable authorities were followed by the agency.

(End of provision)

52.212-3 Offeror Representations and Certifications-Commercial Products and Commercial Services. (NOV 2021)

The Offeror shall complete only paragraph (b) of this provision if the Offeror has completed the annual representations and certification electronically in the System for Award Management (SAM) accessed through https://www.sam.gov. If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (v)) of this provision.

(a) Definitions. As used in this provision-

Covered telecommunications equipment or services has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

Economically disadvantaged women-owned small business (EDWOSB) concern means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

Forced or indentured child labor means all work or service-

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

Highest-level owner means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

Immediate owner means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

Inverted domestic corporation means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

Manufactured end product means any end product in product and service codes (PSCs) 1000-9999, except-

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

Place of manufacture means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

Predecessor means an entity that is replaced by a successor and includes any predecessors of the predecessor.

Reasonable inquiry has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

Restricted business operations means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate-

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology-

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically-

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

Service-disabled veteran-owned small business concern-

(1) Means a small business concern-

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

Small business concern-

(1) Means a concern, including its affiliates, that is independently owned and operated, not dominant in the field of operation in which it is bidding on Government contracts, and qualified as a small business under the criteria in 13 CFR part 121 and size standards in this solicitation.

(2) Affiliates, as used in this definition, means business concerns, one of whom directly or indirectly controls or has the power to control the others, or a third party or parties control or have the power to control the others. In determining whether affiliation exists, consideration is given to all appropriate factors including common ownership, common management, and contractual relationships. SBA determines affiliation based on the factors set forth at 13

CFR 121.103.

Small disadvantaged business concern, consistent with 13 CFR 124.1002, means a small business concern under the size standard applicable to the acquisition, that-

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by-

(i) One or more socially disadvantaged (as defined at 13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the…

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