NRC-HQ-84-15-R-0016.pdf

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CODE 18a. PAYMENT WILL BE MADE BY

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OFFEROR

NRCHQ

WASHINGTON DC 20555-0001

MAIL STOP TWFN-5E03

ACQUISITION MANAGEMENT DIVISION

US NRC - HQ

TTC CODE 16. ADMINISTERED BYCODE

X

X

611430

SIZE STANDARD:

% FOR:SET ASIDE:UNRESTRICTED ORNRCHQ

RFPIFB

10. THIS ACQUISITION ISCODE

RFQ

14. METHOD OF SOLICITATION

13b. RATING

NAICS:

SMALL BUSINESS

08/14/2015 1700 ET

07/30/2015

301-415-7044FATIMA SHULER

(No collect calls)

INFORMATION CALL:

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

4. ORDER NUMBER3. AWARD/ 6. SOLICITATION

NRC-HQ-84-15-R-0016

5. SOLICITATION NUMBER

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

1 89 OCHCO-15-0089OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30

TELEPHONE NO.

17a. CONTRACTOR/

CHATTANOOGA TN 37411-5677

5746 MARLIN ROAD SUITE 200

OSBORNE OFFICE CENTER

US NRC TECHNICAL TRAINING CENTER

15. DELIVER TO

WASHINGTON DC 20555-0001

MAIL STOP TWFN-5E03

ACQUISITION MANAGEMENT DIVISION

9. ISSUED BY

7.

2. CONTRACT NO.

EFFECTIVE DATE

$10.0

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

ISSUE DATE

DELIVERY FOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

11.

SEE SCHEDULE

12. DISCOUNT TERMS

THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13a.

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

8(A)

US NRC - HQ

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

EDWOSB

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

The contractor shall provide the U.S. Nuclear Regulatory Commission (NRC) with services for Motor Operated Valves (MOV)Training course.

00001 REQ for Motor Operated Valve course (E-112).

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

HEREIN, IS ACCEPTED AS TO ITEMS:

XX

DATED

ERIKA EAM 07/30/2015

. YOUR OFFER ON SOLICITATION (BLOCK 5),

INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE SET FORTH

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND DELIVER

ARE

ARE

31c. DATE SIGNED

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

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

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

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

SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED.

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

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

OFFER

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

ARE NOT ATTACHED.

ARE NOT ATTACHED.

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

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30a. SIGNATURE OF OFFEROR/CONTRACTOR

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32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

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

32a. QUANTITY IN COLUMN 21 HAS BEEN

RECEIVED INSPECTED

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

37. CHECK NUMBER

FINALPARTIAL

36. PAYMENT

FINALPARTIAL

35. AMOUNT VERIFIED

CORRECT FOR

34. VOUCHER NUMBER33. SHIP NUMBER

COMPLETE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

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

42b. RECEIVED AT (Location)

42a. RECEIVED BY (Print)

41c. DATE41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER

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

STANDARD FORM 1449 (REV. 2/2012) BACK

24.

AMOUNT

23.

UNIT PRICE

22.

UNIT

21.

QUANTITY

20.

SCHEDULE OF SUPPLIES/SERVICES

19.

ITEM NO.

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT REPRESENTATIVE

89 2 of

NRC-HQ-84-15-R-0016

SECTION B - Supplies or Services/Prices SECTION C - Description/Specifications SECTION D - Packaging and Marking SECTION E - Inspection and Acceptance SECTION F - Deliveries or Performance SECTION G - Contract Administration Data SECTION H - Special Contract Requirements SECTION I - Contract Clauses SECTION J - List of Documents, Exhibits and Other Attachments SECTION K - Representations, Certifications, and Other Statements of Bidders SECTION L - Instructions,Conditions, and Notices to Bidders SECTION M - Evaluation Factors for Award

SECTION B - Supplies or Services/Prices

B.1 BRIEF PROJECT TITLE AND WORK DESCRIPTION

(a) The title of this project is: Motor Operated Valves Training Course.

B.2 PRICE/COST SCHEDULE

BASE PERIOD: 12 MONTHS FROM EFFECTIVE DATE OF AWARD

CLIN # DESCRIPTION UNIT PRICE UNIT QTY TOTAL PRICE

0001 Update/Revise Existing E-

112 Course

$TBD LOT 1 $TBD

0002 Present E-112 Course Offering

$TBD EA 2 $TBD

TOTAL PRICE TBD

OPTION PERIOD 1: 12 MONTHS FROM EFFECTIVE DATE OF OPTION PERIOD 1

CLIN # DESCRIPTION UNIT PRICE UNIT QTY TOTAL PRICE

1001 Present E-112 Course

Offering

TOTAL PRICE $TBD

OPTION PERIOD 2: 12 MONTHS FROM EFFECTIVE DATE OF OPTION PERIOD 2

2001 Present E-112 Course

Offering

OPTION PERIOD 3: 12 MONTHS FROM EFFECTIVE DATE OF OPTION PERIOD 3

3001 Present E-112 Course

Offering

OPTION PERIOD 4: 12 MONTHS FROM EFFECTIVE DATE OF OPTION PERIOD 4

4001 Present E-112 Course

Offering

Optional CLIN Specialized Course Development

CLIN # DESCRIPTION UNIT

PRICE

UNIT NTE

QTY

TOTAL PRICE

5001a Optional -Specialized Course Development Professional Labor & Presentation

$TBD HRS 500 $TBD

5001b Optional -Specialized Course Development Non-Professional Labor & Presentation

$TBD HRS 100 $TBD

TOTAL PRICE

OTHER DIRECT COSTS (ODCs)

OCD

Travel – Cost Reimbursement* $TBD LOT Not-To-Exceed

(NTE)

$4,000.00

GRAND TOTAL (Base and All Options) $TBD

*The government will pay up to the rates specified in the Government Federal Travel Regulations (FTR) for travel destination. NO PAYMENT WILL BE MADE WITHOUT BACKUP DOCUMENTATION/RECEIPTS. All travel must be approved in advance by the NRC Contracting Officer’s Representative (COR). Hotel reservations, estimated cost for travel, rental car and, any other expenses that may be incurred in connection with the tasks shall be made by the contractor and will be reimbursed for actual allowable costs, with back-up documentation/receipts attached to the invoice. Actual expenses will be reimbursed up to the established not to exceed ceiling for travel that is set forth in section B.2 Price Schedule above.

B.3 CONSIDERATION AND OBLIGATION-FIRM-FIXED-PRICE

(a) The total amount of the Firm-Fixed-Price portion of this contract is $TBD.

(b) The amount obligated by the Government with respect to this contract is $TBD.

(c) This is an incrementally-funded contract and FAR 52.232-22 – “Limitation of Funds” applies.

SECTION C - Description/Specifications

C.1 BACKGROUND

The Nuclear Regulatory Commission (NRC) licenses and inspects the construction and operation of US commercial nuclear power plants to ensure compliance with applicable regulations, codes and standards and to identify conditions which may adversely affect: (a) the health and safety of plant workers and the public, (b) the environment and (c) national security.

Motor Operated Valves (MOV) are widely used in US commercial nuclear power plants to regulate, direct or control the flow of fluids thereby ensuring the safe operation of facility systems (e.g., safety-related valves and those valves scoped into 10CFR50.65). Design, operation, maintenance and testing are inspected during routine baseline Reactor Oversight Process inspections, reactive inspections and supplemental inspections and generic inspections.

In support of this mission, the NRC's Office of the Chief Human Capital Officer (OCHCO) conducts a program of training designed to give NRC staff technical information and hands-on experience with MOVs. The course improves the NRC inspector’s ability to conduct in-depth inspections and design reviews of NRC-licensed facilities to determine whether or not applicable codes and standards are met.

C.2 SCOPE OF WORK

The contractor shall provide the personnel, facilities, instructional materials and services necessary to train NRC staff members in the design, operation, maintenance and testing of MOVs. This will be accomplished by updating/revising the existing course materials as necessary and present the 4.5 day, NRC training course entitled “Motor Operated Valves Course”, which provides technical information and hands-on experience pertaining to the operation and maintenance of motorized valve actuators with emphasis on parts, functions, design and functional differences; maintenance; troubleshooting; electrical circuits, performance testing and failure histories. The course will provide NRC inspectors and other technical personnel classroom lecture presentations and hands-on experience covering the design, operation, maintenance, and testing of motorized valve actuators as used in the US commercial nuclear power plants to regulate, direct or control the flow of fluids thereby ensuring the safe operation of facility systems (i.e., safety-related valves and those valves scoped into 10CFR50.65). These actuator types may include Limitorque SMB000 through -5 actuators, Limitorque SB/SBD and HBC actuators and Rotork actuators. Additionally, technical and regulatory issues associated with MOVs and actuators will be discussed throughout the course. This course will improve the NRC inspector’s ability to conduct in-depth inspections and design reviews to determine whether applicable codes, standards and regulations are met.

C.3 SPECIFIC TASKS

The contractor shall furnish qualified personnel and services to update/revise and present the training identified below. The contractor shall update/revise and maintain training materials and presentations current for each offering of the course.

The following paragraphs describe the tasks to be accomplished under this contract.

This contract does not authorize the contractor to perform consulting duties with the NRC related to MOVs.

This contract is limited to training and the updating/revision of training materials related to the topics covered within the scope of this contract.

C.3.1 TASK 1 – Update/ Revise E-112, MOVs Course

The contractor shall furnish the necessary personnel, facilities, materials and services to update/revise, as necessary, and present the “MOVs Course” as ordered by the NRC.

Course preparation will consist of updating/ revising the current course materials in accordance with this SOW.

The current NRC course materials are available in the Agency Document and Managements System (ADAMS) at accession number ML11343A642 (http://pbadupws.nrc.gov/docs/ML1134/ML11343A642.html). Main and subtopics covered by the existing NRC course are provided in Attachment 1, Motor Operated Valve Course Topics.

Changes in, additions to or deviations from the topics list in Attachment 1 are permitted. However, the content of the final course topics and their layout shall be approved by the Contracting Officer Representative (COR).

Course objectives shall be accomplished through a combination of lectures, discussions, videos, pictures, demonstrations, and field exercises providing hands-on experience in the various aspects of motor operated valves.

Furthermore, the NRC reserves the right to visit the offeror’s training facility prior to contract award, for the course will be presented at the contractor’s proposed facility, so it must be equipped to support offering this training.

Subtask 1 - Participate in a Post-Award Meeting

Within thirty (30) days of contract award, the contractor shall participate in a meeting with the NRC COR and designated NRC management and/or technical representatives. The meeting may take place at the NRC Technical Training Center (TTC) located in Chattanooga, TN or other location designated by the COR (e.g., contractor’s facility) or via alternative methods, i.e. teleconference, video conference (if capable), etc. The purpose of the meeting is to discuss the course outline, lesson objectives, material preparation, and classroom and laboratory facilities. The date, location, and method for this meeting shall be mutually agreed upon by the contractor and the NRC COR consistent with the Contract Delivery Schedule specified in section C.10. This meeting may be canceled or rescheduled based upon mutual agreement of the NRC COR and the contractor.

Subtask 2 – Update/Revise course, Student Manual outline and, Instructor Manual outline

The contractor shall update/revise the existing course outline, instructor manual outline and student manual outline. The revised outlines shall be submitted to the NRC COR for approval within thirty (30) days of the Post Award Meeting. The Contractor shall correct any deficiencies and resubmit the material within fifteen (15) days after receipt of the NRC COR comments.

Subtask 3 - Update/Revise Learning objectives, Student Manual, and Instructor Manual

The contractor shall update/revise the existing course learning objectives, student manual and develop an instructor manual for the course. The revised learning objectives and manuals shall be submitted the COR for review and approval within forty-five (45) days of the COR approving subtask 2 materials. The Contractor shall correct any deficiencies and resubmit the material within fifteen (15) days after receipt of the NRC COR comments.

Subtask 4 - Finalize Course Outline, Learning Objectives, Instructor Manual and Student Manual

Within sixty (60) days after acceptance of the draft materials by the NRC COR, the contractor shall submit a copy of final course materials, including:

http://pbadupws.nrc.gov/docs/ML1134/ML11343A642.html

1) one (1) hard copy of the course outline;

2) one (1) hard copy of the learning objectives;

3) one (1) hard copy of the Student manual;

4) one (1) hard copy of the Instructor manual;

5) one (1) hard copy of any visual aids, which must be in color (slides, view-graphs, pictures, videos or other), and

6) one (1) electronic copy of items 1, 2, 3, 4 and 5 in the required formats.

Subtask 5 – Course Presentation Report and Copy of Course Materials used for the course offering

Within thirty (30) days of the completion of each course offering, the contractor shall submit a Course Presentation Report to the NRC COR. The COR must acknowledge receipt of the Course Presentation Report before the contractor’s invoice is submitted to NRC for reimbursement for course presentation. All reports shall be submitted in Adobe PDF format unless otherwise approved by the COR, and must contain:

a. A cover letter report discussing course accomplishments, problems, corrective actions and recommendations for improvement. The recommendations shall consider any written or verbal student feedback or evaluations collected by the contractor.

b. A summary of general student strengths and weaknesses shall be included in the Course Presentation Report.

c. Scanned copies of the completed Student Information Sheets, provided by the COR.

d. Scanned copy of the signed student roster, provided by the COR.

Subtask 6 - Optional: Specialized Course Development

Periodically, unique, or one-time training needs may arise. In order to respond to these needs, the NRC requires the contractor be capable of developing and/or presenting specialized training related to this SOW. In some cases, these needs may necessitate training to commence with relatively short advance notice (30 to 60 days).

The NRC reserves the right to negotiate the work. It is anticipated that course development and/or presentation for any specialized course or seminar will require an estimated level of effort not to exceed 500 hours of Professional Labor and 100 hours of Non-Professional Labor for the fixed loaded hourly rate. The rate must include all costs for development and presentation. When a requirement within this contract’s scope of work is identified, the Contracting Officer (CO) will transmit a request for proposal to the contractor, which identifies the specific work to be performed. A specific contract modification will be issued for any such work requested. Delivery orders for presentation of courses or seminars will then be issued by the COR.

Materials developed for the specialized course shall be reviewed and approved by the COR prior to using the material for any course offerings. The materials will meet the same specification as the initial course materials developed for the SOW.

Subtask 7 - Final Contract Report

The contractor shall submit a final report by the end date of the contract or within thirty (30) days of the final course presentation, whichever is later. The electronic report shall be sent to the COR and to the CO. The report shall include as a minimum:

a. A technical report of the work completed;

b. Any problems or delays encountered and their solutions; and

c. Recommendations for improvements.

The contractor shall also return to the COR all government furnished materials and shall transfer to the COR all materials developed, updated/revised by the contractor at the expense of the government. Training materials shall be provided in both paper and electronic copies (original format such as Microsoft Word/PowerPoint 2010, not Adobe PDF).

C.3.2 TASK 2 - Presentation of E-112, MOVs Course

Course objectives shall be accomplished through a combination of lectures, discussions, videos, pictures, demonstrations, and field exercises providing hands-on experience in the various aspects of motor operated valves. The course shall be approximately thirty-six (36) hours in duration (four days @ 8 hours of instruction per day, with the last day consisting of 4 hours). Changes in, additions to, or deviations from the topics listed in Attachment 1 are permitted, but all content (e.g., outline, manuals, etc.) shall be approved by the NRC COR.

The students who participate in this training will be employees of the US Nuclear Regulatory Commission (USNRC); on occasion, as authorized by the NRC COR, representatives of international regulatory agencies or others may be permitted to attend.

GENERAL INFORMATION

1) The class size for the course shall be 15 attendees. The COR or his/her designee may also attend to monitor the course, but shall be counted amongst the 15 attendees.

2) Student background and experience will vary. The contractor should not assume any student experience with MOVs.

3) Classes shall typically start at 8:00 AM and end at 5:00 PM. The course will have reasonable breaks every hour (e.g., ten minutes) and about one hour for lunch.

4) Training will be conducted at the contractor’s facility.

5) The contractor shall provide training materials for each student including: a student manual, which shall begin with learning objectives for each section, a copy of relevant industry standards and NRC documents (e.g., Regulatory Guides, Generic Communications and policy documents) relevant to the subject matter. The student manual shall:

a. be formatted in accordance with the NRC TTC Style Guide, which is available upon request

b. a copy of relevant color view-graphs used during the course presentation and not already provided in the student manual; applicable case histories; and all handouts, (i.e., material not included in the student manual). The use of handouts shall be kept to a minimum and shall represent material that could not be incorporated in the student manual prior to the start of the course. All student manuals shall be prepared in the Microsoft Word 2010 or newer. Course presentations shall be prepared in Microsoft PowerPoint 2010 or newer. The student manual shall be formatted in accordance with the NRC TTC Style Guide.

6) The COR will be responsible for preparing course announcements and registering students.

7) The contractor shall ship course materials to the attendees following a course, and all costs therein including packaging materials and shipping costs are the contractor’s responsibility.

8) The NRC may supplement course presentations with NRC experts. These experts would be used to further amplify certain topics, and/or answer questions that may arise regarding NRC policy or procedures. Specific times for participation of these guest speakers shall be coordinated between the contractor and the COR. If any portion of the course is taught by NRC or invited guest speakers, the NRC will furnish the training materials (e.g., texts, presentations and handouts, etc.) for the guest lectures.

9) The contractor shall not accept any direction or tasking from anyone other than the COR or CO. If the contractor is contacted by anyone else regarding performance of work under this contract, the contractor shall refer the individual to the COR and notify the COR via e-mail.

10) The COR may authorize the contractor to discuss issues relating to the performance of work under this contract with other individuals. However, the COR shall not authorize any discussions concerning activities which are outside of the scope of this contract. No discussions between the contractor and any other individual permitted by the COR shall involve the commitment of funds. The contractor shall only initiate work upon the written authorization of the COR. Any work not identified in the contract must be reviewed and approved by a written modification signed by the CO. If anyone else attempts to authorize such activity, the contractor shall ignore the request and notify the COR and CO, immediately.

11) The contractor shall not solicit materials or pre-decisional information from course attendees. All requests for materials shall be submitted to the COR in writing.

12) Information clearly showing the training facility and nearby lodging available to the students. This shall be provided to the NRC COR sixty (60) days prior to the course.

The instructors shall be expected to:

a. Maintain control of the learning time so that the presentation of information, demonstrations and hands-on activities remain organized and timely, key points and course objectives are met, and reasonable breaks are provided (e.g., 10 minutes every hour) within the overall course schedule.

b. Control distractions, such as questions that are of minimal interest to the class as a whole and that can be answered later and/or individually.

c. Observe the effect of the instruction on the class and reasonably attempt to clarify, provide examples, or in some way, direct the course to help correct problems and improve the participant’s opportunity to learn.

d. Improve materials and correct errors or other problems that may occur during a course offering.

SPECIFIC REQUIREMENTS

The contractor shall ensure that all of the training materials reflect current NRC policy, procedures, regulations and guidance at the time training is conducted.

Training materials and presentations shall always reflect current, up-to-date information.

COURSE SCHEDULING, CANCELLATON, AND LOCATION

At least one (1) E-112, Motor Operated Valve Course will be requested during the Base Year of the contract.

Depending on the needs of the NRC, a maximum of two (2) courses may be ordered each option period of the contract – specifically, two (2) courses per year.

Exact course dates shall be arranged between the COR and the contractor and confirmed by written delivery order from the COR to the contractor (email is permissible). An example delivery order is provided in Attachment 2 – Sample Delivery Order.

The NRC may reschedule or cancel any session by written notification to the contractor, without obligation to the government, should the NRC determine no later than fourteen (14) days prior to the time a course session is to begin that the need is insufficient to conduct the training or some other unanticipated event has occurred.

C.4 TRAVEL

Travel to the NRC Technical Training Center (TTC) located in Chattanooga, TN or other location designated by the COR (e.g., contractor’s facility) maybe required. The estimated number of trips is one, to attend kickoff meeting, if applicable.

All travel shall be in accordance with Government Travel Regulations in effect at the time the travel is undertaken. The contractor shall be responsible for making all travel arrangements. All travel expenses shall be reasonable and within Government allowance. The contractor shall submit itemized receipts for travel expenses when invoicing the NRC and shall include supporting documentation for travel such as lodging statement, copy of airline ticket or cab receipt(s).

Travel, lodging and per-diem associated with this task will be reimbursed consistent with federal travel regulation expense limits and as discussed in section B.2 of this contract and CLIN 003, Travel – Cost Reimbursement.

C.5 COURSE INSTRUCTOR AND DEVELOPER QUALIFICATION REQUIREMENTS

The course material shall be updated/revised and presented by a contractor and their proposed personnel with broad experience in the field of MOVs, as used in US commercial nuclear power plants to control regulate, direct or control the flow of fluids thereby ensuring the safe operation of facility systems (e.g., safety-related valves and those valves scoped into 10CFR50.65).

KEY PERSONNEL

There are two (2) categories of key personnel for this requirement: Course Instructors and Course Developers. The contractor shall propose at least two (one primary and one back-up) instructors to present the course – each of which shall be designated as Key Personnel. The contractor shall propose one or more developers. Proposed personnel may serve in one or both roles, provided that they meet the qualification requirements stated for each.

Course Instructor Qualifications

Must possess at least five (5) years of recent, broad experience in the field of MOVs, as used in US commercial nuclear power plants to regulate, direct or control the flow of fluids thereby ensuring the safe operation of the facility (e.g., safety-related valves and those valves scoped into 10CFR50.65).

• Must possess at least five (5) years of course instruction experience, providing instruction to, and supervising the activities of individuals who have little or no experience in the operation or testing of MOVs, or industrial safety, to ensure applicable Federal and State safety requirements are met in this course. The five (5) years of MOV experience and the five (5) years of training experience may be concurrent.

• This experience must include instructional experience combining classroom style lectures with the use of visual aids and equipment cut-aways, demonstrations and hands-on activities. This experience must have been accrued while training NRC personnel or while training personnel performing activities regulated by the NRC within the last five (5) years. Instructors must be well versed in all topics covered by the SOW, capable of answering in-depth questions on each topic and shall provide the required training in accordance with the SOW.

Course Developer Qualifications

• Must possess at least five (5) years of recent, broad experience in the field of MOVs, as used in US commercial nuclear power plants to regulate, direct or control the flow of fluids thereby ensuring the safe operation of facility systems (e.g., safety-related valves and those valves scoped into

10CFR50.65).

• Must possess at least five (5) years of experience developing MOV training, as used in safety-related or important-to-safety applications at US commercial, nuclear power plant. This experience must include instructional experience combining classroom style lectures with the use of visual aids and equipment cutaways, demonstrations and hands-on activities. This experience must have been accrued while training NRC personnel or while training personnel performing activities regulated by the NRC within the last five (5) years.

Course Instructors and Course Developers must have documented familiarity and experience with the following documents:

• ANSI/ASME standards

• NRC Regulatory requirements

• Case histories of problems with MOVs used in US commercial nuclear power plants

• NRC Generic Communications associated with MOV problems

C.6 CONTRACT MONITORING

The NRC COR or an individual(s) designated by the COR may attend courses to ensure that the quality of instruction and the materials provided are adequate, up-to-date, and meet the Agency’s requirements.

C.7 GOVERNMENT FURNISHED EQUIPMENT/PROPERTY

The NRC will furnish the contractor with the following:

(1) The NRC website location where relevant documents (e.g., NRC regulations, Regulatory Guides, Information Notices, Bulletins, etc.) may be downloaded for use in development of the training materials or for distribution to students during the training (see http://www.nrc.gov/reading-rm/doc-collections/). In those instances where the contractor requires an NRC document which is not available for download, the NRC COR will provide one hard copy to the contractor, assuming it is available.

(2) Current course materials may be downloaded from the Agency Document and Managements System

(ADAMS) at accession number ML11343A642 (http://pbadupws.nrc.gov/docs/ML1134/ML11343A642.html).

(3) Student Information Sheet (SIS), which shall be provided to each student at the start of each course. A single, electronic copy of the SIS will be provided to the contractor via email.

(4)Student Roster, which shall be signed by each student at the start of each course offering.

(5)HRTD Operating Procedure 0408, HRTD Training Material Style Guide.

Only the equipment/property listed above in the quantities shown will be provided by the Government. This property is subject to the provisions of the Government Property clause under this contract. All other equipment/property required in performance of the contract shall be furnished by the contractor.

C.8 CONTRACTOR FURNISHED ITEMS

The contractor shall provide all necessary instructional materials including student texts, instructor manuals, handouts, visual aids and audio-visual media to present course offerings. A single copy of all these materials shall be provided to the NRC COR in both electronic format and hard copy. The software used by the contractor shall be compatible with the software used by the COR (e.g., MS Word 2010, Microsoft PowerPoint 2010, Microsoft Excel 2010 or newer etc.) at the time the materials are provided. All of the materials used during the training (e.g., manuals, case studies, visual aids, etc.) shall be non-proprietary and shall become the property of the NRC. The NRC retains rights to these materials and may distribute them to anyone without restriction.

The contractor shall also furnish all equipment cutaways and training aids necessary to demonstrate the proper operation and maintenance of each valve actuator discussed in the course as this is hands-on course not a book/lecture only course.

The contractor shall designate an individual who shall be responsible for supervising the performance of work under this contract and who shall perform quality assurance in meeting the objectives and goals of the training.

This designated individual is not required to be present during all training but shall be the focal point for any problems which may arise.

C.9 Quality Assurance Plan

The NRC COR will review the contractor’s course development submissions to ensure that all materials meet contract requirements. The COR may attend course presentations, and will also review the Course Presentation Reports, student evaluations in the agency’s learning management system (aka, iLearn) and the Final Contract Report.

http://www.nrc.gov/reading-rm/doc-collections/ http://pbadupws.nrc.gov/docs/ML1134/ML11343A642.html

C.10 DELIVERY SCHEDULE

DELIVERABLE ITEMS/DELIVERY SCHEDULE

All deliverables should be submitted to the NRC COR for final approval. The contractor shall provide all course materials in both paper format (hard copy) and electronic format (DVD or email attachment) using MS Office software compatible with that used by the COR (e.g., 2010 or newer). A copy of any videos to be used will also be provided to the COR in electronic format. The contractor may propose alternate formats but the decision of the COR conveyed to the contractor via e-mail is final.

ITEM DESCRIPTION QUANTITY SCHEDULE

1 Post-Award Meeting N/A Within thirty (30) days of contract award

2 Update/Revise course and Student Manual outline and develop an Instructor Manual outline

One (1) hard copy and one electronic copy

Within thirty (30) days after Post-Award meeting or written cancellation of the meeting.

3 Update/Revise Learning Objectives and Student Manual and develop an Instructor Manual

One (1) hard copy and one electronic copy

Within forty-five (45) days of the COR approving subtask 2 materials

4 Finalize Course Outline, Learning Objectives, Instructor Manual and Student Manual

One (1) hard copy and one electronic copy

Within sixty (60) days of receipt of item 3 acceptance comments from the COR (e-mail acceptable)

5 Course Presentation Report and Copy of Course Materials used for the course offering

One (1) Electronic Copy

Within thirty (30) days of the completion of each course offering

6 Optional: Specialized Course Development (upon request only)

As specified by

COR

As specified by COR

Final Contract Report One (1) Electronic Copy

By the termination date of the contract or within thirty (30) days following the last course presentation whichever is later

C. 11 PLACE OF PERFORMANCE

The course will be held at the Contractor’s facility. The Contractor shall provide transportation for all students between the training site and any field exercises or demonstrations.

SECTION D - Packaging and Marking

D.1 BRANDING

The Contractor is required to use the statement below in any publications, presentations, articles, products, or materials funded under this contract/order, to the extent practical, in order to provide NRC with recognition for its involvement in and contribution to the project. If the work performed is funded entirely with NRC funds, then the contractor must acknowledge that information in its documentation/presentation.

Work Supported by the U.S. Nuclear Regulatory Commission (NRC), Office of Office of Chief of Human Capital Officer, under Contract/order number TBD.

D.2 PACKAGING AND MARKING

(a) The Contractor shall package material for shipment to the NRC in such a manner that will ensure acceptance by common carrier and safe delivery at destination. Containers and closures shall comply with the Surface Transportation Board, Uniform Freight Classification Rules, or regulations of other carriers as applicable to the mode of transportation.

(b) On the front of the package, the Contractor shall clearly identify the contract number under which the product is being provided.

(c) Additional packaging and/or marking requirements are as follows: TBD

SECTION E - Inspection and Acceptance

E.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE. (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

http://www.acquisition.gov/far/html/52_248_253.html#wp1120047

52.246-4 INSPECTION OF SERVICES - FIXED-PRICE. (AUG 1996)

E.2 INSPECTION AND ACCEPTANCE BY THE NRC (SEP 2013)

Inspection and acceptance of the deliverable items to be furnished hereunder shall be made by the NRC Contracting Officer’s Representative (COR) at the destination, accordance with FAR 52.247-34 - F.o.b.

Destination.

Contract Deliverables:

1. Post-Award meeting

2. Update/Revise course and Student Manual outline an develop an Instructor Manual outline

3. Update/Revise learning objectives and student manual and develop an Instructor Manual

4. Finalize course outline, learning objectives, instructor manual and student manual

5. Course presentation report and copy of course materials used for the course offering

6. Optional: Specialized course development (upon request only)

7. Final Contract Report http://www.acquisition.gov/far/html/52_248_253.html%23wp1120047

SECTION F - Deliveries or Performance

F.1 52.252-2 CLAUSES INCORPORATED BY REFERENCE. (FEB 1998)

This contract incorporates one or more clauses by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. Also, the full text of a clause may be accessed electronically at this/these address(es):

http://www.acquisition.gov/far/html/52_248_253.html#wp1120047

52.242-15 STOP-WORK ORDER. (AUG 1989)

52.247-34 F.O.B. DESTINATION. (NOV 1991)

52.247-48 F.O.B. DESTINATION - EVIDENCE OF SHIPMENT. (FEB 1999)

F.2 PERIOD OF PERFORMANCE (AUG 2011) ALTERNATE IV (AUG 2011)

The ordering period for this contract shall commence on the effective date of award and will expire one (1) year from the date of award. Any orders issued during this period shall be completed within the time specified in the order, unless otherwise specified herein. (See 52.216-18 - Ordering.) The term of this contract may be extended at the option of the Government for an additional four (4) years.

Base Period: Effective Date of award – 12 months from the effective date of award

Option Period(s): four (4), 12 month option periods.

SECTION G - Contract Administration Data

G.1 2052.215-71 PROJECT OFFICER AUTHORITY. (OCT 1999) - ALTERNATE II (OCT 1999)

(a) The contracting officer's authorized representative, hereinafter referred to as the project officer, for this contract is:

Name: TBD Address: [*] Telephone Number: [*]

(b) The project officer shall:

(1) Monitor contractor performance and recommend changes in requirements to the contracting officer.

(2) Inspect and accept products/services provided under the contract.

(3) Review all contractor invoices/vouchers requesting payment for products/services provided under the contract and make recommendations for approval, disapproval, or suspension.

(c) The project officer may not make changes to the express terms and conditions of this contract.

*To be incorporated into any resultant contract

G.2 ELECTRONIC PAYMENT (SEP 2014)

The Debt Collection Improvement Act of 1996 requires that all payments except IRS tax refunds be made by Electronic Funds Transfer. Payment shall be made in accordance with FAR 52.232-33, entitled “Payment by Electronic Funds-Central Contractor Registration”.

To receive payment, the contractor shall prepare invoices in accordance with NRC’s Billing Instructions.

Claims shall be submitted on the payee’s letterhead, invoice, or on the Government’s Standard Form 1034, “Public Voucher for Purchases and Services Other than Personal,” and Standard Form 1035, “Public Voucher for Purchases Other than Personal – Continuation Sheet.” The preferred method of submitting invoices is electronically to: NRCPayments@nrc.gov.

SECTION H - Special Contract Requirements

H.1 2052.209-72 CONTRACTOR ORGANIZATIONAL CONFLICTS OF INTEREST. (JAN 1993)

(a) Purpose. The primary purpose of this clause is to aid in ensuring that the contractor:

(1) Is not placed in a conflicting role because of current or planned interests (financial, contractual, organizational, or otherwise) which relate to the work under this contract; and

(2) Does not obtain an unfair competitive advantage over other parties by virtue of its performance of this contract.

(b) Scope. The restrictions described apply to performance or participation by the contractor, as defined in 48 CFR 2009.570-2 in the activities covered by this clause.

(c) Work for others.

(1) Notwithstanding any other provision of this contract, during the term of this contract, the contractor agrees to forego entering into consulting or other contractual arrangements with any firm or organization the result of which may give rise to a conflict of interest with respect to the work being performed under this contract. The contractor shall ensure that all employees under this contract abide by the provision of this clause. If the contractor has reason to believe, with respect to itself or any employee, that any proposed consultant or other contractual arrangement with any firm or organization may involve a potential conflict of interest, the contractor shall obtain the written approval of the contracting officer before the execution of such contractual arrangement.

(2) The contractor may not represent, assist, or otherwise support an NRC licensee or applicant undergoing an NRC audit, inspection, or review where the activities that are the subject of the audit, inspection, or review are the same as or substantially similar to the services within the scope of this contract (or task order as appropriate) except where the NRC licensee or applicant requires the contractor's support to explain or defend the contractor's prior work for the utility or other entity which NRC questions.

(3) When the contractor performs work for the NRC under this contract at any NRC licensee or applicant site, the contractor shall neither solicit nor perform work in the same or similar technical area for that licensee or applicant organization for a period commencing with the award of the task order or beginning of work on the site (if not a task order contract) and ending one year after completion of all work under the associated task order, or last time at the site (if not a task order contract).

(4) When the contractor performs work for the NRC under this contract at any NRC licensee or applicant site,

(i) The contractor may not solicit work at that site for that licensee or applicant during the period of performance of the task order or the contract, as appropriate.

(ii) The contractor may not perform work at that site for that licensee or applicant during the period of performance of the task order or the contract, as appropriate, and for one year thereafter.

(iii) Notwithstanding the foregoing, the contracting officer may authorize the contractor to solicit or perform this type of work (except work in the same or similar technical area) if the contracting officer determines that the situation will not pose a potential for technical bias or unfair competitive advantage.

(d) Disclosure after award.

(1) The contractor warrants that to the best of its knowledge and belief, and except as otherwise set forth in this contract, that it does not have any organizational conflicts of interest as defined in 48 CFR 2009.570-2.

(2) The contractor agrees that if, after award, it discovers organizational conflicts of interest with respect to this contract, it shall make an immediate and full disclosure in writing to the contracting officer. This statement must include a description of the action which the contractor has taken or proposes to take to avoid or mitigate such conflicts. The NRC may, however, terminate the contract if termination is in the best interest of the Government.

(3) It is recognized that the scope of work of a task-order-type contract necessarily encompasses a broad spectrum of activities. Consequently, if this is a task-order-type contract, the contractor agrees that it will disclose all proposed new work involving NRC licensees or applicants which comes within the scope of work of the underlying contract. Further, if this contract involves work at a licensee or applicant site, the contractor agrees to exercise diligence to discover and disclose any new work at that licensee or applicant site. This disclosure must be made before the submission of a bid or proposal to the utility or other regulated entity and must be received by the NRC at least 15 days before the proposed award date in any event, unless a written justification demonstrating urgency and due diligence to discover and disclose is provided by the contractor and approved by the contracting officer. The disclosure must include the statement of work, the dollar value of the proposed contract, and any other documents that are needed to fully describe the proposed work for the regulated utility or other regulated entity. NRC may deny approval of the disclosed work only when the NRC has issued a task order which includes the technical area and, if site-specific, the site, or has plans to issue a task order which includes the technical area and, if site-specific, the site, or when the work violates paragraphs (c)(2), (c)(3) or (c)(4) of this section.

(e) Access to and use of information.

(1) If, in the performance of this contract, the contractor obtains access to information, such as NRC plans, policies, reports, studies, financial plans, internal data protected by the Privacy Act of 1974 (5 U.S.C. Section 552a (1988)), or the Freedom of Information Act (5 U.S.C. Section 552 (1986)), the contractor agrees not to:

(i) Use this information for any private purpose until the information has been released to the public;

(ii) Compete for work for the Commission based on the information for a period of six months after either the completion of this contract or the release of the information to the public, whichever is first;

(iii) Submit an unsolicited proposal to the Government based on the information until one year after the release of the information to the public; or

(iv) Release the information without prior written approval by the contracting officer unless the information has previously been released to the public by the NRC.

(2) In addition, the contractor agrees that, to the extent it receives or is given access to proprietary data, data protected by the Privacy Act of 1974 (5 U.S.C. Section 552a (1988)), or the Freedom of Information Act (5 U.S.C. Section 552 (1986)), or other confidential or privileged technical, business, or financial information under this contract, the contractor shall treat the information in accordance with restrictions placed on use of the information.

(3) Subject to patent and security provisions of this contract, the contractor shall have the right to use technical data it produces under this contract for private purposes provided that all requirements of this contract have been met.

(f) Subcontracts. Except as provided in 48 CFR 2009.570-2, the contractor shall include this clause, including this paragraph, in subcontracts of any tier. The terms contract, contractor, and contracting officer, must be appropriately modified to preserve the Government's rights.

(g) Remedies. For breach of any of the above restrictions, or for intentional nondisclosure or misrepresentation of any relevant interest required to be disclosed concerning this contract or for such erroneous representations that necessarily imply bad faith, the Government may terminate the contract for default, disqualify the contractor from subsequent contractual efforts, and pursue other remedies permitted by law or this contract.

(h) Waiver. A request for waiver under this clause must be directed in writing to the contracting officer in accordance with the procedures outlined in 48 CFR 2009.570-9.

(i) Follow-on effort. The contractor shall be ineligible to participate in NRC contracts, subcontracts, or proposals therefor (solicited or unsolicited) which stem directly from the contractor's performance of work under this contract. Furthermore, unless so directed in writing by the contracting officer, the contractor may not perform any technical consulting or management support services work or evaluation activities under this contract on any of its products or services or the products or services of another firm if the contractor has been substantially involved in the development or marketing of the products or services.

(1) If the contractor under this contract, prepares a complete or essentially complete statement of work or specifications, the contractor is not eligible to perform or participate in the initial contractual effort which is based on the statement of work or specifications. The contractor may not incorporate its products or services in the statement of work or specifications unless so directed in writing by the contracting officer, in which case the restrictions in this paragraph do not apply.

(2) Nothing in this paragraph precludes the contractor from offering or selling its standard commercial items to the Government.

H.2 2009.570 NRC organizational conflicts of interest.

§2009.570-1 Scope of policy.

(a) It is the policy of NRC to avoid, eliminate, or neutralize contractor organizational conflicts of interest. The NRC achieves this objective by requiring all prospective contractors to submit information describing relationships, if any, with organizations or persons (including those regulated by the NRC) which may give rise to actual or potential conflicts of interest in the event of contract award.

(b) Contractor conflict of interest determinations cannot be made automatically or routinely. The application of sound judgment on virtually a case-by-case basis is necessary if the policy is to be applied to satisfy the overall public interest. It is not possible to prescribe in advance a specific method or set of criteria which would serve to identify and resolve all of the contractor conflict of interest situations that might arise. However, examples are provided in these regulations to guide application of this policy guidance. The ultimate test is as follows:

Might the contractor, if awarded the contract, be placed in a position where its judgment may be biased, or where it may have an unfair competitive advantage?

(c) The conflict of interest rule contained in this subpart applies to contractors and offerors only. Individuals or firms who have other relationships with the NRC (e.g., parties to a licensing proceeding) are not covered by this regulation. This rule does not apply to the acquisition of consulting services through the personnel appointment process, NRC agreements with other Government agencies, international organizations, or state, local, or foreign Governments. Separate procedures for avoiding conflicts of interest will be employed in these agreements, as appropriate.

§2009.570-2 Definitions.

Affiliates means business concerns which are affiliates of each other when either directly or indirectly one concern or individual controls or has the power to control another, or when a…