Attachment 2 - Labor Categories.pdf
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- Solicitation number
- ACQ-25-0170-PSN
About this file
Attachment 2 is a comprehensive labor categories document for a Training and Instructional Support Services contract with the United States Patent and Trademark Office (USPTO). The document details nine distinct labor categories including Program Manager, Instructional Designer, multiple Instructor/Trainer levels (I-III), Database Administrator, Workflow Coordinator, eLearning Instructional Designer, Computer Based Training Developer, Graphic Designer, and Digital Designer. Each labor category includes specific job duties and required qualifications, such as educational requirements, years of experience, technical skills, and specific expertise areas.
The labor categories are designed to support various training and technical support functions, with roles focusing on program management, instructional design, training delivery, content development, graphic and digital design, and administrative support. Qualifications typically require relevant bachelor's or associate degrees, specific years of professional experience, technical software proficiencies, and specialized skills in areas like adult learning, e-learning development, design, and IT accessibility compliance. The document serves as a reference for staffing and defining the scope of professional roles within the training support services contract.
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Attachment 2: Labor Categories This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Program Manager
(ATS/DMS)
Provides broad program oversight over a large, multi‐functional service contract.
Exercises independent judgment as well as high level and analytical skills in solving complex and unusual managerial, technical and administrative problems. Ultimately responsible for staffing, program planning, execution, performance, quality control and deliverables.
Interfaces directly with program personnel to ensure full program results and compliance.
Ensures maximum effectiveness in use of resources. Leads and oversees all activities related to staffing such as: recruitment, orientation, training, staff production, counseling, remediation, evaluations and performance appraisals, and voluntary or involuntary separation. Provides direction to contract management and administrative and other support staff (e.g., business analyst, technical writer, administrative assistant).
Coordinates and leads all contract level programs and projects. Provides innovative management solutions to client. Provides management and technical direction of program and provides internal planning, guidance and management structure for tracking accomplishment of work assigned. Organizes, directs and coordinates with contract managers on planning and production for all contract support activity across all tasks.
Oversees integration and coordination of new projects and provides plans to address workload spikes.
Ensures services and deliverables are completed, reviewed, accurate, and submitted on time (narrative and statistical reports, invoices, procedural manuals, customized reports, etc.).
Works with client on the evolution of performance standards for a wide variety of activities including information or technical research, instructional design and records management.
Provides support for marketing and outreach activities and for informal and formal events with client and staff. May be required to identify and provide appropriate consultants per the requirement in the contract.
Ensures communication is maintained with the Government on all aspects of the contract.
Meets routinely with the Government and contract staff. Preparation for, attendance at, and follow‐up for these meetings may absorb as much as 50% of the average week.
Possesses at least a 4‐year degree and master’s degree or other relevant degree or certification required preferably in a project management related field.
Possesses a minimum of 5 years of contract experience managing progressively more complex, large, and costly contracts.
Possesses a minimum of 5 years in a government contracting environment.
Possesses minimum of 5 years managing an instructional services contract.
Possesses excellent written and oral communication skills.
This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Confirms to client that new projects or initiatives falls with‐in level of effort.
Communicates client expectations to contract staff.
Instructional Designer
(ATS)
Designs and develops training approach, teaching outlines, assessments, delivery methods, and evaluation methodology.
Ensures that course materials are kept current as new software revisions are released.
Ensures that training operations are in accordance with the latest instruction design industry best practices.
Coordinates and develops new training materials as/if needed Collaborates with program manager and customer to establish business goals, objectives, and timelines.
Conducts research to understand learner needs, their knowledge and/or performance gaps, and to identify their learning, support, and accountability environment.
Envisions, communicates, and obtains buy‐in on comprehensive learning strategies that meet business goals and enable learner growth.
Collaborates with Subject Matter Experts (SMEs) to construct accurate and timely content.
Proactively communicates with the training and development team to ensure alignment and to develop best practices and standards.
Constructs learning paths for effective delivery of content.
Builds and drives learning assessments, including surveys and focus groups.
Reviews and iterates learning experiences based on feedback and results to improve performance outcomes.
Collaborates with team members and supports team development
Possesses a 4‐year degree, Masters in Instructional Design or other relevant degree or certification.
Possesses 6 years of relevant experience.
Possesses strong experience in adult learning and training required as well as subject expertise in the software or system being taught and documented.
Instructor/Trainer I
(ATS)
Conducts training and assistance on Microsoft Office products, collaboration tools, and other commercially available off‐the‐shelf (COTS) software (see attachment 2 for list of software).
Assists with the development of new training materials and with modifications or customization of existing training materials.
Ensures all training materials are available, ensures all equipment is functional prior to start of session. Troubleshoots and corrects training equipment problems.
Possesses an associate degree with relevant training experience will be considered. Education requirement may be waived for four years of relevant adult training experience.
This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Test revised or new products from the user’s viewpoint and provide input to help clarify training requirements and the development or refinement of training materials.
Instructor/Trainer II
(ATS)
All duties of Instructor/Trainer I and additional duties as follow:
Conducts training and assistance for internal Automated Information Systems (AIS)
Possesses 4‐year degree, 4 years of experience providing adult learning training.
Expert on major and ancillary USPTO automation/software
Instructor/Trainer III
(ATS)
All duties of Instructor/Trainer I/II and additional duties as follow:
Conducts training and assistance training on search strategy and how to analyze inventive concepts, convert them into search queries, and manipulate those queries to narrow/broaden results and filter to the most useful documents.
Possesses 4‐year degree, 6 years of experience providing adult learning training.
Specializes in search strategy and understands how to analyze inventive concepts, convert them into search queries, and manipulate those queries to narrow/broaden results and filter to the most useful documents.
Admin. Support Database Administrator
(ATS/DMS)
Performs day‐to‐day database maintenance, including data archival, data recovery, anomaly detection and data entry.
Tests new applications and procedures.
Corrects data as required and provides feedback to appropriate personnel.
Accumulates and stores data from diverse sources.
Analyzes information, runs queries to ensure accuracy and to generate regular and customized reports.
Creates reports as may be required of system data problems.
Possesses 4‐year degree in a related field; 3 years related experience.
Requires a basic knowledge of one or more management information system concepts, or information science concepts, such as general computing, database
This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Proactively reviews and improves overall system data processes to ensure high integrity of information.
structure and programming languages, Microsoft Access and Visual Basic for Applications, Microsoft SQL and Oracle or UNIX‐based systems.
Admin. Support Workflow Coordinator
(ATS)
Works closely with the Program Manager to ensure classes are consolidated to maximize the utilization of instructional time
Provides management with workflow recommendations and assists with troubleshooting performances/standards issues.
Creates, updates and maintains various training schedules. Some schedules are complex in nature and require an extensive amount of coordination and validation.
Trains new and existing staff on essential scheduling tasks and responsibilities Communicates trends in the schedule to management Creates and manages training logistics (inputting classes/sessions, closing classes, etc.) on
USPTO LMS (learning management system) site.
Coordinates SharePoint calendar for OPIR/ATS, contract management and staff Creates, manages and satisfies the QASP scheduling metrics in providing daily schedules to staff and management. Communicates with staff on issues concerning QASP requirements as they relate to scheduling and managing instructional logistics
Provides administrative support as required to support the contract
Possesses a 2‐year Associate degree or relevant experience. (4‐yr degree preferred)
Possesses strong written and verbal communication skills and excellent customer service skills.
Must possess demonstrated ability for high production and accuracy.
Must possess the knowledge to use Microsoft Office suite;
Must possess the ability to multi‐task and problem solve.
Possesses the ability to quickly learn new technical skills, procedures, and specialized software applications.
eLearning Instructional Designer (DMS)
Serves as course developer, team player, and change agent for the utilization and growth of the LMS and supports the use of current and leading‐edge best practices in course development and delivery.
Bachelor’s Degree in Education, Instructional
This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Provides consultation and assistance on strategy related to training structure, deployment, registration of self‐serve training, and new course material ideas. Consults with SMEs on course content, user interface, and how to access training in the LMS.
Works collaboratively with the SMEs to develop learning objectives, conduct needs assessments and design training programs.
Develops courses, assessments, computer‐based training, e‐learning and web‐based courses, and learning paths, including course creation from storyboard to publication.
Develops new training materials as needed including electronic materials such as assisting with the generation of computer‐based training courses, e‐learning and web‐based courses.
Interfaces with external authoring software and LMS vendors and agencies as they relate to sustaining and improving our LMS capabilities.
Provides direct assistance regarding LMS utilization, problem resolution, testing, and optimization. Works directly with SMEs and management to maintain accuracy and ensure all content is current and updated.
Maintains the ability to take existing technical content and author into online learning modules with the assistance of SMEs.
Demonstrates strong interpersonal and verbal communication skills with the ability to develop and maintain effective relationships in a fast‐paced setting and to collaborate with a diverse clientele.
Maintains the ability to communicate effectively in writing.
Leverages adult learning theory to design effective and engaging e‐learning content.
Works closely with subject matter experts to create and review content and manage project timelines.
Develops, edits, and/or acquires graphic, photo, and video assets for content Understands and creates scripts/storyboards for planning new learning content.
Develops appropriate assessments for web‐based training modules and learning paths.
Collaborates with the Technical Consulting team to capture video content.
Gather feedback from SMEs and other members of the Technical Services team when creating courses.
Design, or related field (Preferred)
3 years related experience with proven portfolio
Relevant experience may substitute for the degree requirement on a year‐for‐ year basis
Possesses strong experience in adult learning and training required as well as expertise in developing asynchronous learning courses
Experience developing custom e‐Learning solutions for diverse target audiences (Required)
Experience developing and delivering virtual learning/training and technology‐based tools (Required)
Experience in developing video tutorials (Required Preferred)
Experience with multiple e‐ learning authoring software platforms, including Articulate Storyline (Required)
This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Contributes to a blended learning approach with a focus on adult learning theory and continuous learning.
Camtasia, Photoshop, Adobe Creative Suites, Adobe Captivate, Audacity, Adobe Premiere, etc. (Required)
Knowledge of Cloud‐based Learning Management Systems (Required)
Microsoft Office suite (Required)
Possess basic project management skills
Excellent communication, teamwork, and interpersonal skills. Strong organization skills, attention to detail, and time‐management skills.
Ability to build and maintain positive, productive relationships within and across teams, customers, and vendors.
Computer Based Training Developer
(DMS)
Designs, develops, indexes, and maintains technical documentation using the Intranet.
Monitors end‐user feedback and systems development efforts to facilitate continuing improvement of documentation.
Develops e‐Learning (web‐based training and computer‐based training) courses on supported software.
Develop an interactive e‐Learning asset catalog for various training efforts with rapid e‐
Learning authoring tools such as Adobe Captivate, Articulate Storyline, Storyline 360, Photoshop, Illustrator, Camtasia, SnagIt, Premiere Pro, Audition, MS Word, Excel, and Acrobat or comparable tools.
Bachelor's degree in a computer‐related education training and development discipline, or related field is required.
Relevant experience may substitute for the degree requirement on a year‐for‐ year basis
This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Provides feedback to management on scheduling and staffing concerns Reviews scripts and notes of storyboards or PowerPoint files used to develop training courses Provides voiceover scripting, recordings and productions Provides audio sweetening/enhancements to make the audio more pleasing to the ear.
Includes adjusting level, frequency, and tone of specific sounds and sound effects.
Utilizes techniques such as storyboarding and prototyping to help clients subject matter experts understand the project before building the course Build assessments to measure learners’ knowledge and skills throughout the courses.
Knows how to write effective eLearning questions to assist clients and subject matter experts to receive feedback to enhance learner’s knowledge.
Adheres to Section 508 compliance and other electronic and IT accessibility compliance laws and policies
Provides customer service to interact and respond to clients, SMEs, and, colleagues politely and professional to answer questions and requests.
Experience developing and delivering virtual learning/training and technology‐based tools
Possess basic project management skills
Possess effective communications skills
Possesses strong experience in adult learning and training required as well as expertise in developing asynchronous learning courses
Possess analytical skills to evaluate training programs, methods, and materials and choose those that best fit each situation
USPTO or Intellectual Property experience greatly preferred.
Graphic Designer
(DMS)
Develops graphic artwork in a variety of media to support publication requirements.
Typically uses computerized equipment/software for video editing and compression, 3‐D animation, overdubbing, desktop publishing and web design. Tasks often performed using Microsoft Office suite; Adobe CS suite; Dreamweaver; 3D Studio Max; Photoshop;
InDesign; Illustrator; CrazyTalk5 pro; etc.
Utilizes design software such as Photoshop and InDesign, and multimedia design software such as Adobe Acrobat, basic web design (including HTML5 and CSS) to enhance the learning experience.
Bachelor’s degree in graphic art or related career field.
4 years of relevant experience.
Relevant experience may substitute for the degree requirement on a year‐for‐ year basis
This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Generally, provides original designs for posters, logos, displays, presentations, charts, brochures, publications, and other marketing materials – in a limited supervision environment.
Reviews existing materials and makes recommendations for improvements and updates.
Maintains library of contract produced graphic materials and photographs.
Adheres to Section 508 compliance and other electronic and IT accessibility compliance laws and policies Efficiently combines creativity, functionality, and technology to produce eye‐catching and informative content.
Possess an eye for visual design to increase visual appeal of training courses
Possess basic project management skills
Possess effective communications skills
A team player with exceptional organizational and technical skills.
Digital Designer
(DMS)
Provides layout composition by understanding how to manipulate course assets and content to create harmonious and balanced layouts which is important for enhancing usability for all learners.
Image sourcing and manipulation – skilled and understands how to use keyword search terms to find needed images. Knows the basics of manipulating and even creating their own images.
Builds interactivity to enable learners to make choices, interact with the screen, and control their learning environment. Include compelling interactions to courses and use those interactions to motivate learners. Also, will produce animations and write realistic scenarios.
Adheres to Section 508 compliance and other electronic and IT accessibility compliance laws and policies
Utilizes creativity when creating the appearance of a website and electronic course to make sure that it is appealing as well as functional.
Troubleshoots content to check and correct functional errors and malfunctions to fix any that are found.
Efficiently combines creativity, functionality, and technology to produce eye‐catching and informative content.
Prepares briefs/ideas for each project and presents design ideas to relevant stakeholders.
Bachelor's degree in digital design, graphic design, or a related field.
4 years of relevant experience.
3D Modeling High Resolution Design and Simulation Experience required.
Proven experience in a professional digital design role.
A portfolio of previous digital design work to showcase experience and creativity.
Ability to clearly present design ideas and concepts for e‐learning projects.
Relevant experience may substitute for the degree
This attachment is intended to be utilized for informational purposes and reference only. The contractor shall review the PWS and historical data to determine the appropriate level of staffing.
Labor Category
Job Duties Qualifications
Ensures consistency in designs and maintain alignment with USPTO branding and content imaging across all Agency platforms.
Provides advice and guidance on the aesthetic for courses and training material requirement on a year‐for‐ year basis
Possess an eye for visual design to increase visual appeal of training courses
File details come from the government source that posted it. Updated .