ECEngineers Training_SOW.pdf

BPA Statement of Work

Training: Electrical Controls for Engineers and Technicians

1. General Information

1.1 Background

The Environmental Health Support Center (EHSC) serves as the national coordinator of IHS based training for OEHE. In addition, this office also serves as the national liaison for training activities with all twelve Indian Health Service Areas and other governmental, public and private institutions.

Authority for this justification is mandated under 41.USC.253(c)(1) as implemented by FAR 6.100

OEHE (1) serves as the primary source of technical and policy advice for IHS Headquarters and Area offices, tribal, and urban public health programs on the full scope of health care facilities, sanitation facilities construction (SFC) and management, environmental health, environmental engineering, clinical engineering, and realty services management; (2) develops objectives, priorities, standards, and methodologies for the conduct and evaluation of environmental health, environmental engineering, and facilities engineering and management activities; and (3) provides leadership, consultation, and staff development to assure functional, safe, and well-maintained health care facilities, a comprehensive environmental health program, and the availability of water, sewer, and solid waste facilities for Indian homes and communities.

In the course of their duties, engineering and technician staff employed by The Indian Health Service (IHS) regularly engage in designing (from the operational perspective), specifying, inspecting, and troubleshooting electrical control panels and SCADA systems for water, wastewater, and solid waste facilities and for healthcare facilities. Panel complexities range from simplex pump panels with plug and play components with relay controls to complex treatment systems with PLCs. Facilities may include, but are not limited to:

- Wastewater lift stations (duplex pump systems)

- Wells

- Booster stations (multiple pumps)

- Water or wastewater treatment plants/systems

- Control valves

- Chemical feed stations

- Health clinics

- Hospitals

The majority of IHS staff are responsible for specifying control and SCADA panels, reviewing submittals, inspection, and verifying proper system operations (through observation and review of records) at startup. Very few are authorized to build or make any repairs or modifications to control panels.

1.2 Scope

The Contractor shall be able to provide competency based interactive off-the-shelf trainings and develop/execute custom electrical controls courses for engineers (design engineers, project managers, and technicians). Additionally, courses shall

• incorporate typical IHS electrical controls as the foundation for the course

• use IHS panel examples for exercises and discussions where possible.

o In addition to IHS examples, Vendor may provide ideal updated control panel configurations for exercises and discussions based on typical IHS control panel needs

• refer to/be based on current electrical codes, electrical and control standards, and best practices.

• use training equipment and technology including, but not limited to, o training panels for hands-on interactive exercises;

o virtual facility tours (or actual facility tours where available);

o demonstrations to illustrate key concepts; and/or o control panel components that attendees can interact with

Custom courses may range from one-hour (virtual short topic trainings) to five days in length (in-person or virtual) and shall be presented by the Contractor at 1) IHS-provided facility, 2) contractor-provided facility, or 3) on-line.

Training topics may include, but are not limited to:

Basic electrical concepts: Difference between single phase and three phase power and when each are appropriate to use, when to use 120 vs 208/240 vs 480 Volt systems, and general code requirements (e.g., cable bury depths, how to make a system explosion resistant, clear space requirements)

Electrical and controls basics: Basic design and specifications, code requirements, reading process and instrumentation diagrams (P&IDs), integration of primary transmitters (flow meters, pressure sensors, pressure switches, level control instrumentation), control loops

Control panel overview: typical components and purpose, design considerations, labeling and wiring best practices

Variable frequency drives: purpose, settings, control integration, and design considerations Programmable logic controllers: purpose, settings, and design considerations SCADA: purpose, proprietary vs non-proprietary, design considerations, integration with controls, communications/telemetry, reporting Reading electrical control schematics and diagrams Motors: designing for efficiency factors, locked rotor amps, full load amps, wire sizing, and breaker sizing Generators: sizing, types, and controls Basic troubleshooting techniques for non-electricians Intermediate troubleshooting techniques Ladder logic programming Electrical safety Facility startup process and checks NFPA 70, National Electric Code as it applies to water, wastewater, solid waste, and healthcare facility electrical control systems.

Target Audience

The target audience will consist of water, wastewater, solid waste, and facility engineers and technicians with variable experience levels and backgrounds (including staff where English is a second language). The majority of staff come from either a civil or environmental engineering background or work as an engineering technician inspecting water and wastewater facilities. There are a small number of staff that have previous water/wastewater operations experience as certified operators of community systems.

Class Sizes

Unless otherwise specified in the BPA Call scope of work:

In-person and virtual multi-day courses shall be presented for up to 30 students per session unless otherwise agreed upon by both the Contractor and the COR.

Instructor led live virtual short courses shall be presented for up to 250 students per session unless otherwise agreed upon by both the Contractor and COR.

Asynchronous (aka on-demand trainings) shall be made available for up to 100 IHS and tribal engineer/technician/operator staff.

1.3 Objectives

The majority of our staff will not be designing or wiring panels. They will be identifying required panel purpose/functionality, specifying requirements, inspecting construction and start-up, and providing technical assistance for water, wastewater, solid waste. A smaller subset of staff will be supporting healthcare facilities.

The primary objective of the proposed requirement is to provide staff with basic knowledge of electrical controls as it applies to water/wastewater/solid waste system design, submittal review, inspection, and some minor technical assistance supporting water, wastewater, solid waste, and clinical facilities using competency-based training (e.g., content to focus on what participants need to be successful in their assignments rather than theory-based knowledge for knowledge’s sake. There is no intention to make our staff electrical engineers nor control designers)

The secondary objective is to provide intermediate/advanced training to a small subset of staff that will be working more directly with building and/or modifying control panels. This can include a deeper dive into electrical theory.

Trainings shall focus on typical tribal utility control panels configurations and include actual IHS tribal systems in exercises and discussions. Electrical theory that is not used to perform typical IHS work should not be included in the training materials unless requested or authorized by the project manager or COR.

2. Requirements Overview: Training Services

2.1 BPA Calls: Proposal Requirements

Training service proposals will be requested when the IHS has identified a training need. The IHS will provide information on dates, location, requested course title, and a description of requested content for customized trainings. The Vendor proposals shall include the following at a minimum:

Course name, dates, and locations per the proposal Training delivery approach Training course objectives Training course preliminary agenda (include proposed times and module topics) Instructor names, and if not already provided in the contract documents, copies of instructor resumes Training course cost breakdown

• Course preparation time (hours and cost/hour)

• Instruction time (hours and cost/hour)

• Travel (salaries, per diem, transportation, and lodging)

• Training manual publication and shipping (lump sum)

• Venue costs (if requested by COR)

• Materials or other Misc. Expenses (if applicable)

If applicable, training course development cost breakdown

• Course preparation time, including review and revisions (hours and cost/hour)

If the proposal is accepted, work will be ordered via BPA Call as a single unit price per class to execute the training course.

It is anticipated that the COR will be an employee of the EHSC. If not, the COR will provide an EHSC point of contact for the Vendor. The Vendor shall closely coordinate all work with the COR, EHSC staff, appropriate IHS Area Division of Sanitation Facilities Construction (DSFC) staff, and Tribal or Division of Acquisitions staff on all project and contractual matters as and when appropriate.

2.2 Training Delivery Approach

The preferred method of course delivery will be in person followed by Instructor led live Virtual sessions. There will be limited need, if any, for on demand trainings.

In person training courses shall be highly interactive. Lecture should be balanced throughout each module with discussions, exercises, and scenarios such that attendees have an opportunity to be actively engaged in the training event. Coordinate with IHS to obtain real world examples and scenarios for use during trainings.

For Instructor Led Live Virtual Trainings, the vendor shall provide one industry standard electronic training platform each for virtual trainings. Examples of industry standard platforms include, but are not limited to: Zoom, Adobe Connect, and GoToTraining. Electronic platform cost to be incidental to all course development and execution line items.

Platforms for virtual trainings shall, at a minimum, include the capability to:

• Allow access for up to 250 simultaneous participants (includes 250 participants, instructors, and one or two government observers)

• Screen share

• View live-stream video of instructor and students

• Poll

• Chat

• Utilize breakout rooms

• Phone option for attendees without microphone

• Record and download training sessions

• Report attendee logins/logout

• Report results of poll questions

For on-demand trainings, the vendor shall have the capability to provide access to a LMS that hosts the trainings. The platform shall have capacity to support:

• An administrator account for up to five IHS staff to add people and monitor participation and completion rates

• User accounts for up to 100 simultaneous users Ability to add/delete users throughout the contract period of performance

• Reporting capabilities that include, at a minimum, user names, course registrations, completion percentage, date course started, date course completed.

• Access to on-demand trainings as agreed upon in the BPA Call

2.3 Learning Outcomes

Each proposed course must have identified learning outcomes approved by the COR and subject matter expert.

Assessing Learning Outcomes

Whether the course is onsite, instructor led virtual (online), or on-demand, Contractor shall implement methods to measure knowledge transfer and achievement of learning outcomes. Sample methods include exercises, role-playing, scenarios, tests, case studies analysis. Methods shall be outlined in the contractor’s proposal. Demonstration of knowledge transfer will be documented and submitted to IHS upon completion of course for all attendees.

2.4 Instructor Qualifications

Instructor qualifications, as demonstrated through the proposal CV/resumes shall include:

• A minimum of five years of experience working directly with control systems (e.g., designing, fabricating, troubleshooting).

• Lead instructor for each training shall have a minimum of three years of experience instructing the training topics outlined in course proposal.

• Lead instructor for each training shall have a minimum of two year of experience with adult education competencies (e.g., adult education training courses attended, experience teaching adults, demonstration of understanding of ATLAS learning styles and knowledge transfer approaches for the navigator, engager, and problem solver learning styles)

2.5 Workload Estimates

Training needs vary year to year based on requests received from the 12 IHS Areas located in the lower Continental United States and Alaska. There is no guarantee of work in any given contract year. The ideal Vendor shall be able to provide up to three trainings per year of off-the-shelf and/or customized courses.

2.6 Training Services – Off-the-shelf

Off-the-shelf trainings include trainings developed solely under the auspices of the Vendor without funding from the federal government.

Training agendas, manuals, and other resources shall be provided to the EHSC in a pdf format for review and approval upon request and prior to IHS utilizing trainings from the Vendor’s catalog.

Training content will remain solely owned by the Vendor unless otherwise agreed upon in writing by both contract parties. Vendor shall provide and maintain all materials/equipment required to execute off-the-shelf trainings.

Deliverable: After award of contract, the Vendor shall provide a catalog listing of existing electrical control trainings (or training modules) along with the corresponding agendas and course outcomes.

2.7 Off-The-Shelf Customized Trainings

If indicated in the proposal request, the Vendor shall work with the EHSC to customize off-the-shelf training courses to meet IHS needs. Course design requests may be for on-demand, web facilitated, and/or face-to-face offerings.

Training content will remain solely owned by the Vendor unless otherwise agreed upon in writing by both contract parties.

2.8 Training Services – New Course Development

If indicated in the proposal request, the Vendor shall work with the EHSC to develop new training courses to meet emerging needs. Course design requests may be for on-demand, web facilitated, and/or face-to-face offerings.

Work under this section includes developing training courses including course objectives, agenda, instruction methods, teaching and learning strategies, knowledge transfer assessment (e.g., how learning strategies will be assessed), exercises, equipment procurement, learning materials, learning environment (e.g., instructor to student environment, student to student environment, and student to material environment), instructor guide, exercise guide, instructor’s biography, presentations and handouts.

Trainings shall be competency based and be comprised of less than 50% lecture.

include class discussions, scenarios, and exercises.

include multiple hands-on interactions with electrical control components, panels, variable frequency drives, and/or SCADA panels (in-person events).

engage attendees to utilize critical thinking in all class activities.

Unless otherwise indicated in the BPA call, the Vendor shall submit draft training course documentation and materials to the COR within

90 days of BPA call execution, unless otherwise authorized by COR.

The COR shall review and provide comments on the draft materials within 10-20 business days of receipt.

The Vendor shall review and revise the materials within 10 business days of comment receipt until accepted by the COR.

Draft materials shall be provided in PowerPoint format, pdf, or other mutually acceptable format for review.

Final and revised training materials shall be provided as follows:

Presentation Modules – PowerPoint (editable) Handouts/Manuals – Original editable document file format (e.g., Word, Excel) and PDF Reference Books – electronic or hard copy

The Vendor shall develop the course for Indian Health Service ownership. The IHS will maintain all ownership rights to reproduce or use the training material and equipment provided with this contract without restriction and the right to authorize others to use the materials for any purpose. The Vendor shall only provide these training courses to the government during the contract performance periods.

Upon completion of the contract, the Vendor shall turn over all training course materials (content, equipment, and other resources) and may not offer these trainings without the express written permission of the government thru the IHS EHSC office.

3.0 Training Course Deliverables

3.1 Vendor Deliverables

3.1.1 Venues/Locations

Trainings may be located anywhere in the continental United States and Alaska. The training venue will be secured by the government at no cost to the Vendor unless otherwise indicated in the proposal request. Training venues typically include federal/state/local government meeting spaces, tribal meeting spaces, and/or hotel meeting spaces.

The Vendor shall provide a laptop, all necessary av equipment (projector, etc.), flip charts, training equipment (e.g., student panels,) and all other materials required to execute the training class unless otherwise indicated in the proposal request.

3.1.2 Training/Reference Manuals

The Vendor shall provide spiral bound training manuals for each attendee that include durable front and back covers. At a minimum, the manuals shall include copies of the agenda, instructor bios, instructor contact information, presentation slides (maximum of 2 per page with each slide size maximized to fit approximately 1/2 the usable page), exercises to be completed during the course, and reference material for future use. The manual shall be provided to attendees at the start of each session.

If reference manuals are more than 2-inches thick or otherwise untenable for a student to pack home, the Vendor shall provide shipping of manuals to each attendee’s work location at the end of each training course for delivery within 7 business days.

3.1.3 Attendance Records and Evaluations

For onsite courses, contractor shall maintain sign-in sheets during the morning and afternoon sessions.

Sign in sheets to be provided by IHS. Evaluations shall be collected at each training. Forms to be provided by the IHS approximately one week before the training. Documentation of attendance and evaluations shall be submitted to IHS upon completion of course for all attendees.

For virtual courses, Contractor shall implement method to track online attendance by participants and collect evaluations using an electronic format. Documentation of attendance and evaluations will be submitted to IHS upon completion of course for all attendees to include login and log off times.

For on-demand courses, Contractor shall implement method to track participant progress and collect evaluations using an electronic format. Documentation of completion and evaluations will be submitted to IHS upon completion of course for all attendees.

3.2 Government Deliverables

3.2.1 Course Posting and Closeout:

The IHS will be responsible for all scheduling, advertising, registrations, training certificates (exception: Vendor is accredited to issue continuing education units (CEUs)), and transcript maintenance. The EHSC will provide the vendor with a local point of contact (POC) for each training to address questions related to individual classes. In most cases, the local POC will also be available to assist with course paperwork facilitation and transmittal.

3.2.2 Course Paperwork

The EHSC will provide electronic versions of course evaluations, sign-in sheets, rosters, agenda deviation form, and venue evaluation form to the Vendor. Forms may be removed or added depending on the funding agency requirements. Unless otherwise notified, the Vendor shall provide copies of all course paperwork for students and/or instructors to complete.

3.2.3 Government-Furnished Information

Training course dates Training Locations Training Venues (unless requested via request for proposal) Course marketing and registration Student registration information will be provided prior to the courses.

Student evaluation forms Student sign-in sheets Course Deviation Forms Course Completion PDH Certificates Sample IHS templates and reports upon request

3.3 Timeframes for Completion of Deliverables

Contractor Deliverable

Date of Contractor Deliverable

IHS

Deliverable

Date of IHS Deliverable

Off-the-Shelf course listings, agendas, and outcomes

Within two weeks of contract award (base and option years)

New Course Development

Per timeframes established in the BPA Call or per this scope if BPA call does not define.

Review of materials (original)

Review of materials (revised)

10-20 business days from receipt

Agenda for Proposed Course

6 weeks prior to class date

Student roster and course evaluation sheets

4 weeks before class

Training course

At the course Meeting space for IHS on-site courses (unless otherwise requested)

At course date

Student manuals and At the course

Vendor shall provide training closeout documentation including the filled-out sign-in sheet, individual evaluation responses, corrected rosters, venue review form, and agenda deviations form to the COR either via email or mail services.

4.0 Payment

Basis of Payment include all work required to provide requested services as outlined in the request for proposal for each BPA call. Services may include course development, course revisions/refreshes, instructor prep, course delivery, course closeout, training materials/manuals, training equipment (including shipping if equipment owned by Vendor or warehoused at a Vendor facility), AV equipment (projector for in-person, training platform for virtual, flip charts, or any other AV required by the instructor), and all other incidentals required to provide a complete training course.

There may be times when some itemized line items from the proposal are not used. If the Vendor does not procure those items, then they shall be deducted from the lump sum cost (e.g., no charges shall be billed if the government requests the vendor to secure a training venue as part of the proposal cost, and then later finds a government provided space that can be used at no cost)

5.0 Miscellaneous

5.1 Proposal Travel Requirements

Proposals shall include an itemized cost breakdown of all travel expenses. The maximum for proposed travel expenses under this contract are based on the various rates published by the General Services Administration (GSA). Links to applicable rates are listed below.

Travel expenses are limited to the lowest airfare rates published to reasonably meet course scheduling requirements by advance purchase (to the maximum extent feasible given the individual circumstance) and the published federal rates for meals and incidentals per diem, lodging per diem, mileage reimbursement (where a Contractor employee or official uses their other handout materials

Mailed within 7 days after course if manuals are large

Submittal of completed course evaluations and other course closeout paperwork (e.g., sign in sheet/attendance records, course deviation form, venue evaluation form)

2 weeks after course

Documentation of Demonstration of Knowledge Transfer (see section 2.3)

2 weeks after course personal or company vehicle for travel to a project site) and car rental requirements.

• Car rental expenses proposed shall be based on the minimum size vehicle necessary for reasonable comfort of the number of estimated travelers, distance proposed for travel. For example, where a single individual is proposed for travel involving a journey of, say, 400 miles roundtrip, a compact sedan would be the appropriate maximum size vehicle. The status of the traveler within the firm has no bearing on the vehicle size or type allowed for contract travel.

• Federal travel per diem rates are based on the location of the travel destination. Please note that for all days of travel (usually only the first and last day of each trip) the meal and incidentals maximum reimbursement Per Diem is limited to 3/4th (75 percent) of the published daily rate for each location. The Contractor is responsible for using the then-current federal rates for travel expenses in each proposal. Federal travel rates are updated as changes occur and available for reference at the following URLs:

Per Diem Rates: https://www.gsa.gov/plan-book/per-diem-rates Mileage Reimbursement Rates: http://www.gsa.gov/portal/content/100715

5.2 Application Files and Accessibility

Software Application files, if delivered to the Government, shall conform to the requirements relating to accessibility as detailed to the 1998 amendments to the Rehabilitation Act, particularly, but not limited to, § 1194.21 Software applications and operating systems and § 1194.22 Web-based intranet and internet information and applications. See: http://www.section508.gov/

Preferred text format: MS Word (Office 2016 or higher) Preferred graphics format: Each graphic is an individual JPG file Preferred portable format: Adobe Acrobat, version 6.0 Preferred Excel Format: Office 2016 or higher

END OF SECTION

https://www.gsa.gov/plan-book/per-diem-rates?gsaredirect=portalcontent104877 http://www.gsa.gov/portal/content/100715