Amendment 0002 Attachment D Reports Schedule and Samples.pdf

ATTACHMENT D

REPORTS, SCHEDULE, AND

SAMPLES

ADMINISTRATIVE, PROPERTY

MANAGEMENT, DRAFTER/CAD, AND

ENGINEERING SUPPORT SERVICES

Attachment D

DELIVERABLE SCHEDULE

Description Attachment Reference Due Date

Section Distribution

Human Resources Contractor Rates of A 2.1.3.2 e-mail As requested and 90 days prior to Pay end of contract Backup Support Plans A 2.1.4.4 e-mail 30 days after award submit entire plan. Posted/E-mailed prior to employee being on scheduled leave or when unscheduled leave occurs, posted/e-mailed when absence is known. I

Master Employee Work Schedule A 2.1.4.6 e-mail Within 5 days after contract award.

Driving Skill Course Training A 2.1.8.1.1 e-mail After completion of initial training Certificate and and/or after completion of refresher

2.1.8.1.2 training.

Security Awareness Training with Rules AandD 2.1.9.4 e,-mail Annual and prior to new higher of Behavior start date Pay Invoices to include: Approved A 2.3.1 e-mail With Pay Invoices (5 days after the Travel, Training, and any supporting end of each pay period) documentation.

Pay Increase or New Hire A 2.3.2 e-mail With Pay Invoices (5 days after the end of each pay period) Background Checks and Personnel A 2.3.3 and e-mail Prior to beginning work on Screening 2.3.4 Contract

Certificate or Written Statement of Schedule Page 34 & e-mail Prior to commencement of work Insurance Clauses 45 under this contract Citizenship and Foreign National Data Schedule e-mail Citizenship Form: 10 Days after

Clauses, Att. A Award and/or after any newly Attach A, and C

2.3.3 hired employee.

Foreign National Form: prior to the start date of newly hired employee.

Contract Security Investigation A 2.3.4.1 e-mail Prior to the newly hired start date Information and as requested for updates.

Contractor Employee Conflict of Page 40 e-mail 10 Days after Award and/or after Interest and Nondisclosure Agreements Clauses and any newly hired employee, and and A 2.1.6.3 reaffirmed in writing at least

2.3.3 annually.

Employee Clearance Procedures Schedule Page 28 e-mail Within 30 days after contract Clauses award

Technical Progress Reports A 2.3.5 e-mail As requested

Employees Matrix AandD 2.3.6 e-mail 5 days after the end of the month Quarterly Report AandD 2.3.6 e-mail Quarterly (10 days after the end of the quarter) Safety Program A 2.3.7 e-mail 30 Days after Award then yearly within 7 days of initial contract start date if changes were made.

Standard Operating Procedures A 2.3.9 e-mail No later than two weeks after the end of each contract year.

Forklift Training Certificate A 3.2.1.34 e-mail After completion of initial training and/or after completion of refresher training.

NOTES:

1. All electronic media shall be submitted using a MS Office or a Adobe Reader (pdf) format.

2. All deliverables shall be submitted to Western Area Power Administration, Attn: Dana Kostel, 200 4th Street SW, Huron, SD 57350 or via e-mail kostel@wapa.gov.

Acknowledgement Statement

Rules of Behavior, CSAT, and CIPSAT I hereby acknowledge that I have read, understand, and shall comply with Western Area Power Administration (Western) Rules of Behavior. Additionally, I verify that I have taken the Western Cyber Security Awareness Training (CSA T), and NERC/CIP Security Awareness Training (CIPSA T). I understand that failure to comply with the Western Rules of Behavior could result in the removal of all access to Western information technology systems, assignment to other duties, criminal or civil prosecution, and disciplinary action up to and including removal from Federal service.

Name of User (printed): _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Location or Address: - - - - - - - - - - - - - - - - - - - - - - - - - - -

Program Manager Signature: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Program Manager's Phone Number: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

User's Signature Date

CONTRACT DISCREPANCY REPORT

CONTRACT NO. 1. REPORT NO. FOR THIS DISCREPANCY:

CONTRACTOR'S NAME: 2. FROM: (NAME OF CONTRACTING OFFICER

REPRESENTATIVE)

DATES

3. PREPARED: 4. RETURNED BY 5. ACTION COMPLETE:

CONTRACTOR:

6. DISCREPANCY OR PROBLEM: (DESCRIBE IN DETAIL; INCLUDE REFERENCE TO PWS

DIRECTIVE; ATTACH CONTINUATION SHEET, IF NECESSARY):

SIGNATURE OF CO:

7. TO: (CONTRACTING OFFICER) 8. FROM: (CONTRACTOR)

9. CONTRACTOR RESPONSE AS TO CAUSE, CORRECTIVE ACTION AND ACTIONS TO PREVENT

RECURRENCE (ATTACH CONTINUATION SHEET IF NECESSARY)

10. SIGNATURE OF CONTRACTOR REPRESENTATIVE: I DATE:

11. GOVERNMENT EVALUATION:

12. GOVERNMENT ACTIONS:

13 CLOSE- OUT

NAME TITLE SIGNATURE DATE

(13A)

CONTRACTOR

NOTIFIED

(13B) COR

CONTRACTORS NAME

Western Area Power Administration Upper Great Plains Region

Quarterly Management Report

Period: mm/y y through mm/y y

Contract Number:

Table of Contents

Contract Overview

Narrative

Billings, MT - Quarterly Management Report

Dates Name - Program Manager

Narrative:

Staffing

Eml!!,Qyee Title Division

Total Staffing:

Travel

Dmes Employee Description

Training Attended

Dates l \:· .. t -- -!-• . .

Employee Course Name/Purpose

Repeat this section for Bismarck, Fort Peck, Huron, and Watertown

Site Name - Quarterly Management Report

Dates: Name Program Manager

Narrative

Staffing

I Employee I Title

Division ITotal Staffing:

Travel

• Dates

Training Attended

Employee Description

Dates Employee Course Name/Purpose

Matrix Report List duties from the list that apply to your job.

Task Performed Time & Attendance Filing, Copies. Fax. Routing & Records Management Memo & letter Processing Data Entry (Spreadsheets. CHRIS, InfoBase, Docushare) Word Processing (e-mails, Calendar. labels. Reports, misc.)

Meetings/Calls Phone Coverage Administrative Support Duties (misc., HR) Travel (Arrangements, vouchers, authorizations, auditing) Training Attended Mailroom Duties (mailing, receiving, overnights, facsimiles) Vehicle Maintenance (cleaning, repairs, fuel, etc.)

Vehicle Mgt (schedule/track, trip tickets, fuel usuage, reports) Messenger Services/Deliveries (errands, airport, stock) Assisting Fed Programs/Benefits (orientation, Ins, retirement) Drug Testing/Physicals Workmens Compensation (OWCP) Purchasing/Ordering FDC (credit cards, Invoice payments) FDC Misc. (Reports, Analyze, Reconcile, Asslstarice) BIDSS/MAXIMO Data entry (PR's, receiving. Travel, GPR's) Accountable assets/MMP Inventory Warehouse duties (misc) Stocking (WHSE) Disposal (Property) Work Order Setup, tracking & closing Substation Equipment Nameplate Data (input & maintain) Equipment Preventative Maint. Database (Input & maintain) Developing Maintenance Reports Clean-up & Maintain Equipment Database Maximo Trqining/Testing Maximo (Miscellaneous Duties) Drafter/CAD Support Drafter/CAD Services Engineering Support - Contracts Engineering Specifications and Drawings Engineering Construction Submittles Total Hours

3 4

7 8

9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 Total 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

# # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # # - # # #REF!

Quality Assurance Feedback Survey (In each section, rate only what applies to you, if any)

Contract Oversight Performance Requirements

*Contractual requirements are met and services are performed in compliance with various regulations, manuals, directives, and other guidance material. There is continuity of services at all times.

*Supervision is provided to effectively communicate and coordinate with dispersed staff, and proactively address issues and concerns of the Government and Contractor staff. Instances of unacceptable quality or substandard performance are addressed and corrected.

*Attachment A, 2.3 and Attachment D - Reports are provided to the Government are processed according to the contract.

Administrative Services Performance Requirements

*Attachment A, 3.1.1- Clerical: Letters, memos, forms, and other documents are typed in final form to the customers in accordance with the Government approved Correspondence Manuals. Data entry functions are performed in accordance w/ customer instructions to include: Invoice Processing, BIDSS, MAXIMO, ATAAPS, Travel Manager, & other assigned programs.

*Attachment A, 3.1.2 - Reception: Incoming calls are answered in a professional manner and proper procedures are followed for visitors.

*Attachment A, 3.1.5 - Mail and Messenger Services: Mail is processed daily in accordance with established standards and delivery times

*Attachment A, 3.1.6 - Vehicle Management & Maintenance: Vehicles are tracked and maintenance as required or as necessary.

Operation Support Performance Requirements

* Attachment A, 3.2 - Warehouse Operations: Receiving, Issuing, and Shipping activities are complete according to appropriate procedures.

-Inventory: Cyclical inventories are conducted and turnover evaluated. Adjustments are made as appropriate to prevent backorders.

*Attachment A, 3.2.2 - Property Management Support: Is provided as required by the PMO and performed consistently of acceptable quality to the Government.

QWA000137

Accuracy

Quality

Timeliness

Accuracy

Quality

Timeliness

Accuracy

Quality

Timeliness

(Please fill in as applicable) Number of Western Impact

Instance IMth MAQL

Number of Western Impact

Instance withMAQL

Number of Western Impact

Instance w;th MAQL

Number of

UGPR

Impact Instance

With MAQL

Number o f

UGPR

Impact Instance

WrthMAQL

I Meets I Below

MAQL MAQL

I Meets I Below

MAQL MAQL

UGPR

Meets Below

Impact I

M A Q L I

M A Q L I

Numberof

Instance With M A Q L

Quality Assurance Feedback Survey (In each section, rate only what applies to you, if any) (Please fill in as applicable)

Engineering Support: Drafting/CAD and Engineering Technician Number of Number-of Western UGPR

Below *Attachment A, 3.3.2.1- Drafting manual, electronically, and both new drawings and revised are being performed consistently of Impact Impact Meets

Instance Instance MAQL MAQL acceptable quality to the Government. withMAQL WrthMAQL

Accuracy

* Attachment A, 3.3.2.3 - Control and tracking of drawings in the Drawing system is being completed and up to standards, to include:

work requests, physical location filing, storage and retrieval of both manual and electronic drawings, archive completed drawings and scanned and coordinates moving hardcopy drawings.

* Attachment A, 3.3.2.4 - CAD and CAE System Operation and Administration. Maintain the following: adequate file backups, and drawing files, support and operate associated equipment, and support and manage disc space.

* Attachment A, 3.3.2.8 - Clerical and coordination tasks are being followed to acceptable levels of the Government.

Quality

*Attachment A, 3.4.1.9.1- Process and manage construction submittals to ensure proper approval, tracking, and implementation within field and office engineering.

*Attachment A, 3.4.1.9.2 - Ensure contractor submittals are properly submitted to include all relevant product data, contract number, and contractor identification.

Timeliness *Attachment A, 3.4.1.4- Specifications and Drawings: Leads, assists, reviews, and research are being performed according to the contract.

*Attachment A,3.4.1.6 - 3.4.1.9 - Contractor Performance, Contract Life Cycle, Office Methods, and Construction Submittals are being performed to acceptable levels of the Government. Attachment A,3.4.2 - Additional Duties.

Safety and Cyber Security Number of Number of Western UGPR

Meets Below Impact Impact

MAQL MAQL

Instance Instance withMAQL WothMAQL

*Attachment A, 2.1.8 Safety- Results in personal injury to yourself or others defined as a recordable accident by DOE or OSHA Standards.

*Motor vehicle/property damage resulting in a loss of use greater tha_n what can be considered normal due to wear and tear, obsolescence, anticipated useful life, or an act of God.

QWA000137 Page 2

Quality Assurance Feedback Survey (In each section, rate only what applies to you, if any) (Please fill in as applicable)

* Attachment A, 2.1.9 Cyber Security-A bre ch in security resulting from not following Western's procedures, computer security requirements, and Cyber Security requirements to maintain a safe and secure computer system and computer network.

*Attachment A, 2.1.9.4 All contractor's shall take or attend Cyber Security training & accept the Rules of Behavior yearly. I

Comments:

Attach supporting documentation for all areas of the MAQL (See attachment B).

MAQL=Minimum Acceptable Quality Level

Evaluators Name _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Reporting Period _ _ _ _ _ _ _ _ _

QWA000137 Page 3