Revised_RFP_DOL-ETA-16-R-00092.pdf

B - Supplies or Services/Prices

B.1 General

B.2 PRICE/COST SCHEDULE

C - Description/Specifications

C.1 OVERVIEW

C.2 BACKGROUND

C.3 OBJECTIVES

C.4 TASKS

D - Packaging and Marking

E - Inspection and Acceptance

E.1 INSPECTION-TIME-AND-MATERIAL AND LABOR HOUR

F - Deliveries or Performance

F.1 DELIVERABLES

F.2 PERIOD OF PERFORMANCE

F.3 PLACE OF PERFORMANCE

F.4 DELIVERABLES & PROGRESS REPORTS

F.4.1 ACCEPTANCE OF DELIVERABLES

F.4.1.2 SECTION 508 COMPLIANCE

F.5 DISPOSITION OF MATERIAL

F.6 GOVERNMENT FURNISHED INFORMATION

F.7 DISCLOSURE OF INFORMATION

F.8 OWNERSHIP OF DATA

F.9 PUBLICATION OF MATERIALS

G - Contract Administration Data

G.1 DOLAR 2952.201-70 CONTRACTING OFFICER'S TECHNICAL REPRESENTATIVE (COTR) (MAY 2004)

G.2 UNAUTHORIZED COMMITMENTS

G.3 INVOICING PROCEDURES:

G.4 INVOICE GENERAL INFORMATION

G.5 INTEREST ON OVERDUE PAYMENTS

G.6 TRAVEL

H - Special Contract Requirements

H.1 RESTRICTIONS ON USE OF DOL FUNDS FOR LOBBYING

H.2 USE OF AND PAYMENT TO CONSULTANTS

H.3 UNEMPLOYMENT INSURANCE COST

H.4 ACCOUNTING AND AUDITING SERVICES

H.5 PRINTING

H.6 KEY PERSONNEL

H.6.1 KEY PERSONNEL DESCRIPTIONS:

H.6.2 REMAINDER OF PERSONNEL - POSITION DESCRIPTIONS:

H.7 CONTRACT NUMBER IDENTIFICATION

H.8 SUBMISSION OF CORRESPONDENCE

H.9 OTHER CONTRACTORS

H.10 LAWS APPLICABLE

H.11 NONDISCRIMINATION AND EQUAL EMPLOYMENT OPPORTUNITIES

H.12 FEDERAL REPORTS

H.13 DISCLOSURE OF CONFIDENTIAL INFORMATION

H.14 ELIMINATION OF SEXIST LANGUAGE AND ART WORK

H.15 HAZARDOUS OCCUPATION ORDERS

H.16 INSURANCE REQUIREMENTS (FAR-Subpart 28.3)

H.17 DATA COLLECTION FOR THE DEPARTMENT OF LABOR

H.18 PERFORMANCE STANDARDS

I - Contract Clauses

I.1 NOTICE LISTING CONTRACT CLAUSES INCORPORATED BY REFERENCE

I.2 52.215-23 LIMITATIONS ON PASS-THROUGH CHARGES (OCT 2009) ALTERNATE I (OCT 2009)

I.3 52.217-9 OPTION TO EXTEND THE TERM OF THE CONTRACT (MAR 2000)

I.4 52.217-8 OPTION TO EXTEND SERVICES (NOV 1999)

I.5 52.222-40 NOTIFICATION OF EMPLOYEE RIGHTS UNDER THE NATIONAL LABOR RELATIONS ACT (DEC 2010) 40

I.6 52.222-42 STATEMENT OF EQUIVALENT RATES FOR FEDERAL HIRES (MAY 1989)

I.7 52.222-49 SERVICE CONTRACT ACT - PLACE OF PERFORMANCE UNKNOWN (MAY 2014)

I.8 52.232-18 Availability of Funds (APR 1984)

I.9 52.249-14 EXCUSABLE DELAYS (APR 1984)

I.10 SPECIAL REQUIREMENTS FOR USING FEDERAL/ COMMERCIAL CONFERENCE SPACE

I.11 NONPERSONAL SERVICES

I.12 52.252-2 CLAUSES INCORPORATED BY REFERENCE (FEB 1998)

J - List of Documents, Exhibits and Other Attachments

List of Documents, Exhibits, and Other Attachments

K - Representations, Certifications, and Other Statements of Bidders

K.1 52.204-8 ANNUAL REPRESENTATIONS AND CERTIFICATIONS (DEC 2012)

K.2 SIGNATURE BLOCK

L - Instructions,Conditions, and Notices to Bidders

L.1 NOTICE LISTING SOLICITATION PROVISIONS INCORPORATED BY REFERENCE

L.2 52.216-1 TYPE OF CONTRACT (APR 1984)

L.3 52.233-2 SERVICE OF PROTEST (SEP 2006)

L.4 52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

L.4.1 VENDOR FULL REGISTRATION IN THE SYSTEM FOR AWARD MANAGEMNET (SAM

L.5 INSTRUCTIONS TO THE OFFERORS

L.5.1 Proposal Submission Method and Due Date

L.5.2 LATE SUBMISSIONS, MODIFICATIONS AND WITHDRAWLS OF OFFERS

L.5.3 Proposal Submission Requests For Clarifications (RFC)

L.5.4 Proposal Submission Requirements

L.5.5 Instructions for Pricing Response and Past Performance

L.5.6 Instructions for Technical Proposal Response

M - Evaluation Factors for Award

SECTION M – EVALUATION FACTORS FOR AWARD

M.1 Factor 1 - Relevant Experience, Industry Acumen, and National Scope

M.2 Factor 2 – Technical Approach

M.3 Factor 3 - Individual Staff Experience and Qualifications

M.4 Factor 4 Past Performance

M.5 Factor 5 Price

M.6 METHOD OF AWARD

B - Supplies or Services/Prices

B.1 General

The Offeror shall provide Time and Materials (T&M) pricing for the ApprenticeshipUSA (OA) Single Industry Intermediary

Contracts. The contractor will develop national partnerships to assist employers, industry associations, joint-labor management organizations, States, grantees, and other organizations to launch multi-employer apprenticeship models that can scale this earn and learn model in high-growth industries and sectors to meet the occupational and skill needs of those industries. A Total Ceiling Price shall be calculated for each year by completing the enclosed Pricing Tables for the Base Year and four (4) one (1) Year Option

Periods, and the Summary Pricing Table.

For the Base Year Pricing Table and the four (4) Option Years Pricing Tables, the offeror shall provide their Labor Category

Descriptions and Hourly Rates that most closely match the Labor Category Descriptions given in this Request for Proposal (RFP)

Pricing Table.

The NAICS for this T&M contract is 611513, Educational/Training- Vocational/Technical.

B.2 PRICE/COST SCHEDULE

BASE YEAR PRICING TABLE

CLIN Number RFP Labor

Category

Description

Quantity Hourly

Rate Estimated

Hours Total

0001 Project Director 200

0002 Project Manager 1,000

Subject Matter

Expert

1,850

Sales and

Marketing

Executive

1,730

0005 Analyst 800

0006 Senior Facilitator 125

Specialist

0008 Web Developer 200

0009 Clerical Admin 300

Total Direct

Labor

6,655

SPECIAL ITEMS

CLIN Description

Industry trade partners Fees

Can substitute for certain labor hours.

Not to

Exceed

(NTE) $60,000.

Subcontracts to

Employers

NTE $500,000.

OTHER DIRECT COSTS (ODCs)

0012 NTE $72,500

TRAVEL

0013 NTE $90,000

Total Special

Items, ODCs &

Travel

NTE $722,500

G&A

Total Price

Note: List any/all Special Conditions or Assumptions

OPTION YEAR ONE PRICING TABLE

CLIN Number RFP Labor

Category

Description

Quantity Hourly

Rate Estimated

Hours Total

1001 Project Director 200

1002 Project Manager 1,000

Sales and

1005 Analyst 800

1006 Senior Facilitator 125

1008 Web Developer 200

1009 Clerical Admin 300

CLIN Description

Industry trade partners Fees

Can substitute for certain labor hours.

Not to

Exceed

(NTE) $61,800.

NTE $515,000.

1012 NTE $74,675

1013 NTE $92,700

Items,ODCs &

Travel

NTE $744,175

OPTION YEAR TWO PRICING TABLE

CLIN Number RFP Labor

Category

Description

Quantity Hourly

Rate Estimated

Hours Total

2001 Project Director 200

2002 Project Manager 1,000

Sales and

2005 Analyst 800

2006 Senior Facilitator 125

2008 Web Developer 200

2009 Clerical Admin 300

CLIN Description

Industry trade partners Fees

Can substitute for certain labor hours.

Not to

Exceed

(NTE) $63,654.

NTE $530,450.

2012 NTE $76,915

2013 NTE $95,481

Items, ODCs

& Travel

NTE $766,500

OPTION YEAR THREE PRICING TABLE

CLIN Number RFP Labor

Category

Description

Quantity Hourly

Rate Estimated

Hours Total

3001 Project Director 200

3002 Project Manager 1,000

Sales and

3005 Analyst 800

3006 Senior Facilitator 125

3008 Web Developer 200

3009 Clerical Admin 300

CLIN Description

Industry trade partners Fees

Can substitute for certain labor hours.

Not to

Exceed

(NTE) $65,564.

NTE $546,364.

3012 NTE $79,223

3013 NTE $98,345

NTE $789,495

OPTION YEAR FOUR PRICING TABLE

CLIN Number RFP Labor

Category

Description

Quantity Hourly

Rate Estimated

Hours Total

4001 Project Director 200

4002 Project Manager 1,000

Sales and

4005 Analyst 800

4006 Senior Facilitator 125

4008 Web Developer 200

4009 Clerical Admin 300

CLIN Description

Industry trade partners Fees

Can substitute for certain labor hours.

Not to

Exceed

(NTE) $67,531.

NTE $562,754.

4012 NTE $81,599

4013 NTE $101,296

NTE $813,180

Summary Pricing Table:

Base Year $XXXXX

1st Option Year $YYYYY

2nd Option Year $ZZZZZ

3rd Option Year $CCCCC

4th Option Year $GGGGG

Total 5 Year Price $TTTTT

Note: List any/all Special Conditions or Assumptions for the Summary Pricing Table.

C - Description/Specifications

C.1 OVERVIEW

The U.S. Department of Labor’s (DOL) Employment and Training Administration’s (ETA) Office of Apprenticeship (OA) proposes to award up to eight contracts to industry intermediaries[1] to build national partnerships under the umbrella of ApprenticeshipUSA[2] to to assist employers, industry associations, joint-labor management organizations, States, grantees, and other organizations to launch multi-employer apprenticeship models that can scale this earn and learn model in high-growth industries and sectors to meet the occupational and skill needs of those industries. In this contract, these funds will help establish up to six sector-based partnerships, comprised of a lead entity as well as other partners, to support the expansion of registered apprenticeships targeted industries

(described below).

These industry intermediaries will become national ApprenticeshipUSA partners and will also have a leading role in the

Sectors of Excellence in Apprenticeship (SEAs) www.dol.gov/sites/default/files/SEAsOverviewFactSheet.pdf , a new industry-led apprenticeship initiative of the DOL. ApprenticeshipUSA national industry partners will work with DOL to provide both financial and technical assistance to: employers, consortia of employers, industry associations, joint labor-management organizations, educational institutions, States, grantees, and others in return for commitments to develop and/or expand Register Apprenticeship programs and train a specified number of apprentices.

[1] Industry intermediary, for the purposes of this work, is defined as an entity which serves as a conduit between employers, as well as other industry partners, and USDOL to accelerate apprenticeship program development and help broker new multiple sector-based apprenticeship partnerships at the state, regional and national level. Intermediaries are uniquely positioned to convene employers and other key partners to determine workforce trends, and can assist in blending and braiding customized services and seed funding to grow the demand for new apprenticeship programs. Industry Intermediaries usually specialize in a specific sector but may possess expertise or partner with entities that cut across more than one market.

[2] ApprenticeshipUSA is OA’s new employer-driven, modernized brand. With ApprenticeshipUSA, we aim to transform the image of Apprenticeship by providing unprecedented apprenticeship opportunities in high-growth industries like Cybersecurity, healthcare, business services, IT, Transportation, and Advanced Manufacturing, but we are also opening up more doors of opportunities for youth, Veterans, women, and people of color.

[3] Offerors will note that any work accomplished in cooperation with American Apprenticeship Initiative funding shall be beyond the scope of work of the grant, and in addition to the expected deliverables of the American Apprenticeship Initiative.

C.2 BACKGROUND

Registered Apprenticeship provides opportunity for workers seeking high-skilled, high- paying jobs and for employers seeking to train and retain a highly productive workforce. In order for the country to meet its workforce needs and to help U.S. companies maintain a competitive advantage in the global economy, DOL has committed to expand the availability of apprenticeship to more businesses and workers across the country through the ApprenticeshipUSA Initiative.

In September 2015, the DOL invested $175 million in the American Apprenticeship Initiative (AAI), and ETA awarded 46 AAI

Grants to advance the growth and diversity of apprenticeships in the U.S. Today, apprenticeship has grown by over 75,000 active apprentices since we began our efforts.

Affirming DOL’s efforts to further the development and expansion of apprenticeships, $90 million (in new funding) was appropriated in the Fiscal Year 2016 Omnibus Budget to advance apprenticeships in the United States. This historic $90 million

ApprenticeshipUSA investment is a comprehensive set of strategies designed to expand opportunities relating to apprenticeship programs registered under the National Apprenticeship Act. To this end, these new investments made here through the

ApprenticeshipUSA initiative will include creating a new component within the apprenticeship infrastructure for industry intermediaries to collaborate with employer partners and other stakeholders in facilitating streamlined paths to standing up Registered http://www.dol.gov/sites/default/files/SEAsOverviewFactSheet.pdf

Apprenticeship programs, as well as the expansion of apprenticeships in key industries and occupations. For more information on other investments being made through ApprenticeshipUSA, please visit www.dol.gov/apprenticeship.

Earlier this year, USDOL issued a Request for Information (RFI) which opened on February 19, 2016 and closed on March 10, 2016. From this RFI, we learned that there are national organizations that have interest and broad industry expertise in a variety of sectors that could play a key role in ApprenticeshipUSA efforts. Additionally, some industry partners have regional strength but would need additional partners to provide support to industries on a more national scale. Last, we learned that many potential industry intermediaries may have expertise in a sub-industry (i.e., trucking), but do not yet have the ability to provide technical support to a broader set of employers in the industry at large (i.e., all transportation).

As a result of our analysis, we have adjusted and written this SOW to reflect this reality and indicate that offerors in similar industries should strongly consider partnering together in order to achieve national scope or broad industry expertise. We believe this realignment of the SOW will lead to greater outcomes for the industry and ensure that selected applicants can successfully complete all deliverables required.

Since 2014, OA through its SEAs initiative has sought to target industries to expand quality registered apprenticeships, provide technical assistance to potential sponsors, promote greater inclusion and diversity in apprenticeship, and create synergy among organizations to train workers through Registered Apprenticeship in high growth, high-skill industry sectors of the labor market, specifically:

• Healthcare*

• Construction*

• Transportation and Logistics*

• Energy*

• Manufacturing*; and

• Information and Communications Technology (ICT)*

* For the purposes of this SOW, the above industries will be referred to as the “SEAs industries,” unless otherwise indicated.

Except in the construction industry, many industries in the U.S. currently lack infrastructure, support and partnerships that: 1) link common industry employers together to aggregate demand, 2) support the development of common apprenticeship standards, 3) provide value-added technical assistance for existing and potential employers, and 4) conduct outreach to additional employers within an industry to start or expand Registered Apprenticeship programs.

The intermediaries selected will serve as ApprenticeshipUSA national industry partners, utilizing the SEAs structure, to gain additional employer commitments, advance new program models, align and leverage Federal and State apprenticeship staff and workforce partners — to the goal of accelerating Registered Apprenticeship adoption in multiple targeted and non-targeted industries.

These activities will provide a much-needed national structure for employers to identify critical workforce needs and challenges that could be addressed through industry-driven apprenticeships.

Offerors should also be aware that if they intend to serve industries not identified above (e.g., Business/Professional Services) or intend to serve multiple industries, DOL intends to issue a companion solicitation for (up to) 4 contracts to also serve as

ApprenticeshipUSA national partners for these cross-cutting and/or multi-industry efforts.

C.3 OBJECTIVES

In support of expanding and diversifying Registered Apprenticeship through the ApprenticeshipUSA initiative, OA intends to make contracts to industry intermediaries (e.g., industry associations, joint labor management organizations, workforce intermediaries, educational institutions, and consortia of organizations) for sector-based outreach and technical assistance to support and to scale apprenticeship program development and accelerate innovation in the SEAs industries. DOL, through this SOW intends to award one contract in each of these six sectors – to serve as an ApprenticeshipUSA national industry partner (a total of six industry intermediaries, or six consortia of intermediaries, to hold contracts with USDOL), and further develop the SEAs industries' workforce though Registered Apprenticeship.

Overview of funding opportunity and components of this SOW:

Industry-Led Scaling of Registered Apprenticeship. DOL intends to leverage experienced and trusted industry intermediaries to expand quality apprenticeship programs in multiple SEAs and non-targeted industries. Registered

Apprenticeship is most represented in some areas of construction, but opportunities exist to expand innovative, high-quality programs in the SEAs and non-targeted industries. Industry intermediaries are critical to bringing employers together to aggregate demand, promoting the development of common training standards, and providing needed technical assistance.

New ApprenticeshipUSA Infrastructure Component. In assessing the impact of our current investments and strategies, DOL intends to establish a critical role for industry intermediaries and national industry partners that not only makes it easier for employers to start and expand apprenticeship programs, but also builds on DOL’s and State Apprenticeship Agencies’

(SAAs) expansion efforts in multiple SEAs and non-targeted industries.

Funding Mechanism Overview. Funds will be awarded through competitive contracts. DOL utilized responses from the previously issued Request for Information (RFI) to frame the capabilities of various organizations to perform the required tasks.

Overarching Objective of Industry Intermediary Contracts: The Department’s overall goal under these industry contracts is to create and expand new apprenticeships with employers and/or other sponsors of Registered Apprenticeships. The offeror will ultimately be rated upon their organization’s ability to develop (under tasks 2-7 below) Registered Apprenticeships in their selected

SEAs Industry – resulting in a minimum of 450 newly registered apprentices annually.

General Program Requirements. Industry Intermediaries (e.g., industry associations, joint labor management organizations, workforce intermediaries, educational institutions, and consortia of organizations) will provide the following activities:

Conduct Sector-Based Outreach and Recruitment. Contractors will develop and implement outreach and marketing schemes (in coordination with USDOL) for their selected SEAs industry-sector(s) to reach a variety of stakeholders, (e.g., employers, industry associations, labor unions, intermediaries, and workforce and educational entities) on the value of

Registered Apprenticeships. Contractors may also support outreach and recruitment of additional Leaders of Excellence in

Apprenticeship Development, Education, and Research (LEADERs).

Advancing “Apprenticeship Accelerator” Models and Registration Support. Contractors will provide technical assistance, advice and support to employers and other potential sponsors, in conjunction with OA and State Apprenticeship

Agency (SAA) staff, to facilitate and accelerate the process to create “registration-ready” standards for employers (including consortia of employers, joint labor management partnerships, and other potential sponsors). Contractors may be expected to assist in the facilitation of apprenticeship “accelerator sessions,” as determined by OA.

Support Sectors of Excellence in Apprenticeship (SEAs). The SEAs initiative was launched as an industry-driven, sector-based strategy to expand registered apprenticeships. These national industry partnerships bring together ApprenticeshipUSA

LEADERs and provide a structure for OA and SAAs to engage additional businesses and partners to address industry-wide obstacles to apprenticeship expansion, provide technical assistance collectively to multiple businesses in a sector, and ultimately accelerate the adoption of quality Registered Apprenticeship programs in targeted industries. Each Contractor shall support the SEAs initiative, in their respective sector, including but not limited to: 1) industry technical expertise; 2) outreach to member organizations to support SEA development; and 3) hosting, logistics and administrative support, etc.

Promote Innovation, Inclusion and Excellence in Registered Apprenticeship. In mature apprenticeship industries (such as Construction) as well as in others, funds may be used to support additional innovations that promote excellence in apprenticeship including (but not limited to):

o Inclusion and Diversity in Apprenticeship. Technical assistance can be provided to support employers interested in promoting diversity and inclusion in Apprenticeship, particularly among low-income individuals and underrepresented populations including youth, women, communities of color, Native Americans, and persons with disabilities.

o Aligning Apprenticeship with Post-Secondary Credit and Industry Recognized Credentials. Technical assistance and funding can be used to support sponsors of apprenticeship that wish to provide greater opportunities to earn college credit and/or industry credentials by undergoing a third party evaluation or other efforts.

o Promoting Competency-Based Apprenticeship. Funding and technical assistance can be used to support sponsors that wish to develop competency based (or hybrid) programs in line with OA’s existing efforts in this area.

o Youth Apprenticeship and Alignment with Career and Technical Education programs (CTE). Support for employers that wish to develop youth apprenticeship models and/or alignment with CTE efforts in their communities and state or local school systems.

Provide Subject Matter Experts (SMEs) and Facilitation. Contractors will support at least one full-time, industry SME position dedicated to the development of Registered Apprenticeships in the industry. The responsibilities of the SME will include providing support to employers in the offeror’s selected SEA industry, and apprenticeship staff in the development in standards and competencies in the industry's apprenticeable occupations.

Support the DOL Competency-Based Project and Clearinghouse of Curricula, Related Training Instruction (RTI) outlines, Occupational Outlines and Competency Models. Contractors, at the direction of USDOL, will serve as an intermediary to further facilitate and develop these apprenticeship programs with the above components for the offeror’s selected SEAs industry.

Expansion of Existing Apprenticeship programs and the initiation of new programs. As a last resort and upon evidenced need by employers, the contractor may fund a portion of the selected industry employers’ apprenticeship training costs in an effort to start or expand apprenticeship programs and create new apprenticeship opportunities for workers in the industry.

C.4 TASKS

Contractors, in their response, must propose at least the following tasks but may include additional tasks that will support the project objectives:

Task 1- Project Management Provide overall project management and maintain regular communication with ETA staff, to ensure timely and quality competition of all project deliverables.

Task Details/Deliverables Include:

Provide overall project management and maintain regular communication with ETA staff, to ensure timely and quality competition of all project deliverables o Participating in a contract kickoff meeting in Washington D.C;

o Participating in training with Office of Apprenticeship and State Apprenticeship Agency Staff on the registration of apprenticeship programs;

o Developing an annual project work plan (to be submitted within 30 days of contract award);

o Participating in periodic calls with ETA regarding the status of the project;

o Providing quarterly status reports and participate in quarterly meeting with USDOL staff;

o Providing an Annual Report; Annual Report submission at least 15 days prior to end of each contract year, detailing activities, accomplishments, challenges, and any recommendations for improvement;

o Participate in training related to OA and SAA requirements for registration; and o Attend annual in-person meetings with OA Senior Leadership to present annual reports/contract close out.

Conduct training workshops for apprenticeship staff. Once per annum, Contractor shall provide a workshop for OA and SAA staff on its work in the industry.

o The workshop will be provided either online via webinar or at OA's annual training conference in Washington, D.C.

o The Contractor shall develop a presentation to help train staff on the organization's work with the industry, present findings, and discuss best practices.

o Develop an evaluation of the training.

All deliverables intended for public dissemination must be provided to OA in “post-ready” format at least fifteen (15) business days before the agreed-upon dissemination date

Task 2 - Conduct Sector-Based Outreach and Recruitment. Contractors will develop and implement outreach and marketing schemes (in coordination with USDOL) for their industry sector to reach a variety of stakeholders, (e.g., employers, industry associations, labor unions, intermediaries, and workforce and educational entities) on the value of Registered Apprenticeships.

Task Details/Deliverables Include:

Contractors shall conduct a minimum of 400 individual outreach efforts (e.g., sales calls, conference pitches, and email solicitations, etc.) to employers and other potential sponsors of Registered Apprenticeships to register new apprenticeship programs in selected SEA Industry. Outreach efforts will be tracked and recorded through OA’s customer relationship management tool. Outreach activities would include (but not limited to):

o Industry or company research, o Apprenticeship sales calls, in-person meetings with Human Resource departments and company representatives, o Employer or industry meetings and conference presentations, and o Webinars for industry representatives

In coordination with DOL, create and disseminate marketing materials to SEAs industry during sales calls and industry meetings. Activities would include, but not limited to:

o Creating paper or digital materials that describe the value of Registered Apprenticeship in the industry sector;

o Creation of presentations (e.g., PowerPoint) for Human Resource departments and other employer decision-makers on the value of Registered Apprenticeships to the industry.

Conducting outreach and informational sessions to a range of other public and private potential partners, including but not limited to workforce and educational organizations, labor organization, community-based organizations, and other workforce intermediaries on the value and benefits of Registered Apprenticeship.

Task 3 – Advancing “Apprenticeship Accelerator” Models and Registration Support. Contractors will provide technical assistance, advice and support to employers, in conjunction with OA and SAAs staff, to facilitate and accelerate the process to create

“registration-ready” standards for employers.

Task Details/Deliverables include:

Assist in Developing Registered Apprenticeship standards with employers. Contractor shall meet with interested employers, companies, joint-labor management programs, and other potential (apprenticeship) sponsors to develop various standards of apprenticeships. Activities that the Contractor shall deliver include:

o Two Industry-led National Guideline Standards (NGS) or National Program Standards. As developed by national-level industry employers, the contractor with collaborate with USDOL, OA in the development of NGS or

National Program Standards for two national-level employers. Contractor shall develop new nationally-recognized

(or significantly revised) registered apprenticeship standards for two (2) occupations that can be widely disseminated and adopted by employers in the industry. Activities would include (but not limited to):

Contractor shall make approximately two apprenticeability requests of USDOL. As required, the

Contractor shall work with the industry and USDOL to submit two new occupations to be recognized.

Meetings and ongoing dialogue with targeted employers in the development of new apprenticeship program standards.

Collaboration with OA staff and State Apprenticeship Agency staff, as needed.

Convening at least nine industry employers to validate the new Registered Apprenticeship standards prior to submission to USDOL

Submission of apprenticeship registration standards to appropriate OA or SAA staff for approval.

Identify and document registration requirements with employers for USDOL or SAA Registration, including (but not limited to):

work processes related instruction providers and outlines, curricula, occupational competencies, wage scales, On-the-job training outlines.

Establish 10 Local Registered Apprenticeship Programs with Employers. The Contractor shall develop a minimum of ten local Registered Apprenticeship programs in collaboration with employers, companies, colleges and other key partners during the period of the contract in collaboration with USDOL and SAAs to include inclusion and diversity. (Local

Registered Apprenticeship programs may also be counted against those programs that are under the umbrella of an NGS agreement.) Activities include:

o Outreach to employers;

o Development of Registered Apprenticeship Standards;

o Launch of Registered Apprenticeship programs and onboarding of diverse cohort of apprentices.

o Technical assistance to assist companies, employers, unions, and others in hiring and/or retaining diverse populations of apprentices into their apprenticeship programs, particularly low-income individuals and underrepresented populations in apprenticeship including youth, women, communities of color, Native Americans, and persons with disabilities. Assistance will be provided in developing inclusion and diversity plans that meet the requirements for registration with USDOL and/or SAAs.

o Technical assistance in reviewing current on-boarding processes and models of support to ensure successful completion of apprenticeship programs by underrepresented populations. Examples of activities would include supporting pre-apprenticeship programs, leveraging career pathways strategies of community based organizations, connecting apprentices to supportive services to facilitate program completion, and procuring additional Federal or

State funding that supports apprentices’ persistence in apprenticeships, such as transportation, childcare, or tuition subsidies, etc.

o Provide such assistance for at least 10 employers or organizations per annum.

Task 4 - Support Sectors of Excellence in Apprenticeship (SEAs). The SEAs initiative was launched as an industry-driven, sector-based strategy to expand apprenticeships. These national industry partnerships provide a structure for the national registered apprenticeship system to engage businesses and partners to address industry-wide obstacles to apprenticeship expansion, provide technical assistance collectively to multiple businesses in a sector, and ultimately accelerate the adoption of quality Registered

Apprenticeship programs in targeted industries.

Provide industry technical expertise to Sectors of Excellence, including the SEAs "Accelerator Sessions" of which each industry will hold up to two per annum. Contractors shall obtain via in-house, sub-contract, or through consultancy -- a full-time industry SME that is available to provide technical assistance to OA staff, SAAs, and industry in the development of apprenticeship programs. The SME shall be prepared to:

o Correspond via email, phone, and in-person with OA, SSA, and industry representatives on the development of apprenticeship program standards o Offer consultation, advice and share industry resources in the development of Registered Apprenticeship program standards and in the initiation of approved apprenticeship programs, including:

Assist in identifying resources and/or providers for "train-the-trainer" schemes;

On-the-job training outlines;

Appropriate curricula, education providers, and company educational materials for related instruction;

Related instruction outlines;

Equal Employment Opportunity requirements; and

Wage scales, etc.

o Contractor shall travel as required, facilitating and providing support to OA-sponsored meetings and events.

o Meet with SAAs, as recommended and supported by OA, to assist in the development of apprenticeship programs in the offeror’s selected SEAs Industry.

Provide outreach to member industry organizations, employers, and other appropriate organizations to support SEA development and OA-led events in the sector(s).

o Contractor shall communicate, market, and encourage employers in the industry to attend and/or participate in the

SEAs events.

o Contractor shall establish at least 10 new employer contacts that attend a SEAs event annually.

o For OA-established SEA events, the Contractor shall keep a record of outreach to businesses, employers, and other organizations for invitation to the SEA event (for up to two-events annually) on OA’s database (Salesforce), which access will be issued by USDOL o Provide follow up efforts with employers in coordination with OA and/or SAA staff to progress participating employers in their apprenticeship efforts, including the development of standards of Registered Apprenticeship as a result of attending a SEAs event (standards developed as a result can contribute to other requirements under Task

3).

Hosting, logistics and administrative support for the Sectors of Excellence in Apprenticeship (SEA)s:

o Provide or procure meeting space for USDOL to host SEAs meetings as required -- up to two times per annum.

o Travel as required, facilitating and providing technical support for the SEAs activities.

o Provide logistics and administrative support for the SEAs meeting, including:

Registration of event, sending invitation to targeted participants, meeting support, IT support and meeting materials development.

Contractors shall assist in the facilitation of apprenticeship “accelerator sessions,” as determined by OA. Activities include

(but not limited to):

o Presentation to industry groups and employers on the value of Registered Apprenticeships in the industry; and o Technical assistance to employers and stakeholders.

Task 5 - Curricula, Related Training Instruction (RTI) outlines, Occupational Outlines and Competency Models. Contractors will serve as an intermediary and contribute to an inventory of curricula, RTI outlines, and on-the-job training outlines, and competency-based occupational frameworks for the industry. Contractors will coordinate with OA and its competency-based apprenticeship contractor in researching apprenticeship occupational skills and competencies from a wide array of sources, both domestic and international. Contractors will help to populate the inventory (in collaboration with OA’s competency-based contractor) of related apprenticeable occupations, competencies, and respective curricula within the specific SEAs Industry. Contractor shall work to compile and share best education and training information available to prospective and current apprenticeship program sponsors and affiliated employers.

Contractors will provide expertise and serve as a consultant to industry associations, apprenticeship sponsors, and affiliated employers as they formulate and choose the appropriate curricula, RTI and occupational outlines, and competency models. Contractors shall:

o Assist program sponsors and interested employers in researching and culling available instructional curriculum and on-the-job training / work-based learning processes. These may be accessed or developed in conjunction with an education provider (such as a Registered Apprenticeship College Consortium member) TAACCCT Grantee or other appropriate education provider o Identify education partners to collaborate with industry employers and potential apprenticeship programs to develop the curriculum; instructional programs should address the issue of college credit for related instruction, where appropriate.

o Work processes may incorporate or be based on occupational profiles / templates established at the national-level, where they exist for specific occupations.

o Research and maintain awareness of industry-based certifications, relevant educational information resources, and state occupational licensing requirements, where appropriate and available.

Contractor shall assist OA in building with national occupational frameworks, providing expertise and support:

o Engage expert workers from sponsors, employers, industry associations, LEADERs and SEAs to assist OA and its competency contractor’s job analysis and verification to validate occupational skills and competencies. OA will work in conjunction with the SEAs and industry contractors to drive selection of the occupations for competency approaches. This may entail assisting OA’s competency-based contractor in:

Locating industry SMEs with experience in an appropriate range of business sizes and needs, to identify the duties and tasks of the occupation.

Articulating the core knowledge, skills, and abilities required for that occupation in an agreed-upon format.

These may include skills that are common to a range of occupations.

Verifying/validating the tasks identified; prioritizing and selecting job tasks for task analysis.

Analyzing the selected task and breaking down each task into detailed steps necessary for performance measurement, such as needed for occupational training curriculum development, assessment plans, and related coursework development.

Contractors shall assist OA in aligning apprenticeship with Post-Secondary Credit and Industry Recognized Credentials.

Technical assistance and funding will be used to support at least 2 sponsors of apprenticeship that wish to provide greater opportunities to earn college credit and/or industry credentials by undergoing a third party evaluation or other efforts. Deliverables include:

o Providing technical assistance to support the offeror's industry in aligning programs to higher education, including supporting companies in joining and being assessed for the Registered Apprenticeship College Consortium.

o Providing technical assistance to support the offeror’s industry in gaining access to Federal funding supports for higher education, including Pell and Federal Work Study o Promoting models of apprenticeship to the industries that include pathways to higher education, and that include paths to Associate’s Degrees, Bachelor’s Degrees, and other higher degree attainment.

Contractors shall assist OA with promotion of Competency-Based Apprenticeship. Funding and technical assistance will be used to support at least 2 sponsors that wish to develop competency based (or hybrid) programs in line with OA’s existing efforts in this area. Deliverables in this category include:

o Providing technical assistance to the SEAs and/or non-targeted industries when employers request competency-based apprenticeships for various occupations.

o Connecting those employers to existing resources in the industry for requirements such as job task analysis and development of competencies for an occupation.

o Providing support and technical assistance in the development of Registered Apprenticeship standards, upon the request and interest of employers in the selected industries.

Task 6 – Expansion of Existing Registered Apprenticeship programs and Initiation of New Registered Apprenticeship

Programs.

The Government has provided a line item for direct costs associated with providing technical assistance and resources in support of growing Registered Apprenticeship programs in approved corporate organizations and their industries. In order to be reimbursed these direct costs must be allowable under these terms, allocable to this contract effort, and reasonable. The Contractor can provide technical assistance and/or directly incentivize new Registered Apprenticeship program start-ups or expand existing programs using the funds set aside in this line item. Start-up incentives to employers may be provided to launch or expand apprenticeship programs based on a commitment by the employer to start a committed number of registered apprentices.

The contractor shall follow their proposed /approved apprenticeship incentive plan, which may include subcontracts that incentivize payments tied to outcomes.

The contractor may provide financial support for employers’ Registered Apprenticeship programs. In the case of incentivizing employers in joint labor-management programs or large corporations with subsidiaries and nationwide footprints, the contractor shall provide guarantees for equal distribution among a variety of employers in the selected Sectors of Excellence in Apprenticeship (SEA) industry to ensure equity and unbiased distribution.

The Contractor’s plan shall result in at least 200 Registered Apprentices annually working with employers and/or other sponsors of

Registered Apprenticeships

Tasks Details/Deliverables Include:

Contractor shall first provide technical assistance to employers regarding accessing other state and federal resources and financial support including those identified in DOL’s Federal Resource Playbook and others. Contractors shall demonstrate expertise in understanding the sources of funding and support for apprenticeship.

Provide one-time incentives to a minimum of 10 employers, joint labor management organizations, industry associations, (or other partners included in a multi-employer partnership) via a sub-contract to help defray the initial costs of establishing or expanding registered apprenticeship programs.

o Allowable activities for which funding nay be used, include:

Registration of apprenticeship programs with USDOL;

Costs related to design and start-up of apprenticeship programs;

Classroom education or online training programs for apprentices;

Other direct costs related to on-the-job training (excluding wages);

Train the trainer costs or activities (with approval of the COR);

Training equipment for apprentice programs

Curricula development; and/or

Financial assistance to support apprentices’ persistence in apprenticeship (i.e., transportation, childcare, tools and supplies.)

In coordination with the Contracting Officer Representative (COR), the contractor shall submit a revised plan 60 days after contract award providing additional detail on the plan for funding to be approved, and for managing this line item. The final plan must be approved by the COR before these expenses can be incurred. These costs will be closely monitored, therefore the Contractor shall also provide quarterly reports to the COR which identify incentives to be given, entities that were supported with incentives, and itemize apprenticeship assistance activities under this line item.

The Contractor must receive written assurances from each employer that a minimum number of apprenticeships will be created. The sub-contractors will provide a description of the commitment of number of apprentices, the type of training to be provided, apprenticeship activities or items funded, assurances of apprenticeship program’s ongoing sustainability and a plan to transition the apprentices to employees and journeypersons positions over the long-term.

D - Packaging and Marking

[For this Contract, there are NO clauses in this Section]

E - Inspection and Acceptance

E.1 INSPECTION-TIME-AND-MATERIAL AND LABOR HOUR

52.246-6 Inspection—Time-and-Material and Labor-Hour.

As prescribed in 46.306, insert the following clause:

Inspection—Time-and-Material and Labor-Hour (May 2001)

(a) Definitions. As used in this clause—

“Contractor’s managerial personnel” means any of the Contractor’s directors, officers, managers, superintendents, or equivalent representatives who have supervision or direction of—

(1) All or substantially all of the Contractor’s business;

(2) All or substantially all of the Contractor’s operation at any one plant or separate location where the contract is being performed; or

(3) A separate and complete major industrial operation connected with the performance of this contract.

“Materials” includes data when the contract does not include the Warranty of Data clause.

(b) The Contractor shall provide and maintain an inspection system acceptable to the Government covering the material, fabricating methods, work, and services under this contract. Complete records of all inspection work performed by the Contractor shall be maintained and made available to the Government during contract performance and for as long afterwards as the contract requires.(c)

The Government has the right to inspect and test all materials furnished and services performed under this contract, to the extent practicable at all places and times, including the period of performance, and in any event before acceptance. The Government may also inspect the plant or plants of the Contractor or any subcontractor engaged in contract performance. The Government shall perform inspections and tests in a manner that will not unduly delay the work.(d) If the Government performs inspection or test on the premises of the Contractor or a subcontractor, the Contractor shall furnish and shall require subcontractors to furnish all reasonable facilities and assistance for the safe and convenient performance of these duties.(e) Unless otherwise specified in the contract, the

Government shall accept or reject services and materials at the place of delivery as promptly as practicable after delivery, and they shall be presumed accepted 60 days after the date of delivery, unless accepted earlier.(f) At any time during contract performance, but not later than 6 months (or such other time as may be specified in the contract) after acceptance of the services or materials last delivered under this contract, the Government may require the Contractor to replace or correct services or materials that at time of delivery failed to meet contract requirements. Except as otherwise specified in paragraph (h) of this clause, the cost of replacement or correction shall be determined under the Payments Under Time-and-Materials and Labor-Hour Contracts clause, but the “hourly rate” for labor hours incurred in the replacement or correction shall be reduced to exclude that portion of the rate attributable to profit. The

Contractor shall not tender for acceptance materials and services required to be replaced or corrected without disclosing the former requirement for replacement or correction, and, when required, shall disclose the corrective action taken.(g)(1) If the Contractor fails to proceed with reasonable promptness to perform required replacement or correction, and if the replacement or correction can be performed within the ceiling price (or the ceiling price as increased by the Government), the Government may—

(i) By contract or otherwise, perform the replacement or correction, charge to the Contractor any increased cost, or deduct such increased cost from any amounts paid or due under this contract; or

(ii) Terminate this contract for default.

(2) Failure to agree to the amount of increased cost to be charged to the Contractor shall be a dispute.

(h) Notwithstanding paragraphs (f) and (g) of this clause, the Government may at any time require the Contractor to remedy by correction or replacement, without cost to the Government, any failure by the Contractor to comply with the requirements of this contract, if the failure is due to—

(1) Fraud, lack of good faith, or willful misconduct on the part of the Contractor’s managerial personnel; or

(2) The conduct of one or more of the Contractor’s employees selected or retained by the Contractor after any of the Contractor’s managerial personnel has reasonable grounds to believe that the employee is habitually careless or unqualified.

(i) This clause applies in the same manner and to the same extent to corrected or replacement materials or services as to materials and services originally delivered under this contract.

https://www.acquisition.gov/sites/default/files/current/far/html/Subpart%2046_3.html#wp1069857

(j) The Contractor has no obligation or liability under this contract to correct or replace materials and services that at time of delivery do not meet contract requirements, except as provided in this clause or as may be otherwise specified in the contract.

(k) Unless otherwise specified in the contract, the Contractor’s obligation to correct or replace Government-furnished property shall be governed by the clause pertaining to Government property.

F - Deliveries or Performance

F.1 DELIVERABLES

Note that contractor must take into account Paperwork Reduction Act (PRA) requirements if applicable.

Task* Deliverables Due Date

Review and Approval

Process

1. Project

Management

a) Participate in a contract kickoff meeting in Washington DC, and receive training from OA and SAAs on registration process.

Within 45 days of contract award.

VERIFIED BY COR

b) Develop an annual project work plan Submitted within 30 days of contract award.

10 business days

c) Periodic calls with ETA Established in workplan.

VERIFIED BY COR

d) Quarterly status reports and attends quarterly meetings.

Reports are requested quarterly, no later than the 10th day after the end of the quarter. USDOL staff will arrange for quarterly meetings once every three months.

10 business days

e) Annual report.

Due 15 days before each contract year ends.

10 business days

f) Annual in-person meetings with OA

Senior Leadership

Annual. No later than 15 days before close of contract.

VERIFIED BY COR

g) Contractor shall develop a presentation to help train staff on the organization's work with the industry, present findings, and discuss best practices.

Established in work plan

10 business days

h) Develop an evaluation of the training. Established in work plan 10 business days

2. Conduct

Sector-Based

Outreach and

Recruitment

a) Contractors will conduct outreach

(sales calls) on apprenticeships. Established in work plan

VERIFIED BY COR

b) Create and disseminate marketing materials to industry employers Established in work plan

10 business days

c) Provide outreach to potential employers, partners and other stakeholders including workforce and educational organizations, Established in work plan

VERIFIED BY COR

labor unions, CBOs, and…