Technical Business Analyst 2

API_TBA2-OCM_JLP_20260213_CORA.docx *** | SUPPLEMENTAL LABOR MANAGEMENT OFFICE ADDITIONAL PROCUREMENT INFORMATION (API) Title & Level Technical Business Analyst 2 Work Group Location Portland, OR Specialty Organizational Change Management Offsite Work Eligibility* Routine Telework Eligible Organization JLP Number of Days Onsite 3 days per two-week pay period Hours Full-Time, up to 40 hours Additional Information There may be periods when up to 5 days/week onsite are required. Overtime 10% anticipated On-Call No Travel Up to 5% FN Status NOT open to Foreign Nationals Investigation Type SF-85, Standard Questionnaire for Non-Sensitive Positions: Candidate must be able to pass this background investigation in order to qualify for and/or retain this position. * Current telework, remote work and onsite support is based on BPA s business needs and is subject to change or termination at any time. ** Assignments with the Remote Designation must reside in WA, OR, ID or MT. Case-by-case exceptions may apply only when in the best interest of BPA.

OVERVIEW Assignment This contract Technical Business Analyst 2 position will advise on and execute change management efforts for new system implementations within the IT Project Management Office at *** (BPA). As an organizational change manager, this role will ensure that system transitions align with BPA s goals and create a positive, user-focused experience.. The change manager will develop, recommend, and implement robust change strategies, communicating system benefits, and engaging stakeholders to build organization-wide support for a successful rollout.

This position requires a strategic leader with strong empathy, capable of addressing user concerns and guiding the organization through the change process effectively. Organization The mission of BPA s IT Project Management Office (PMO) is to partner with business lines to identify, select, and deliver strategic business solutions involving IT that enhance BPA s IT portfolio. We work under the auspices of a governance board, and within established budget and resource limitations to maximize value to the agency while ensuring successful project delivery.

The projects we manage are dependent upon business needs and vary in scope and size, from smaller short-term PMO Lite type of projects such as software upgrades, to larger capital projects and programs that may span several years and have budgets more than ***million. The IT PMO is located primarily at BPA HQ in Portland, OR and is made up of portfolio managers, project managers, business analysts, and support staff, with a mix of Federal employees, supplemental labor contractors, and managed services vendors on staff. There may be occasional travel to BPA offices in Vancouver depending on project needs.

The work of the IT PMO is fast-paced, and staff is expected to interact with people from all levels of the agency in a collaborative environment. Since we often represent the face of IT to our business partners, we strive for professionalism in all that we do and expect respect and support for each other and our customers as we work together to cultivate a results-driven IT PMO. ASSIGNMENT RESPONSIBILITIES Note: All official drafts, documents and recommendations, as listed below, must be reviewed, finalized and approved / accepted by appropriate BPA manager or other federal personnel with the authority to do so.

Change Strategy Development: Design, recommend, and execute a BPA-approved strategic change management plan that aligns with organizational goals and supports smooth system adoption. Define and track measurable objectives for successful implementation, outlining clear stages and milestones for change progression. Use a structured change methodology (e.g., Prosci ADKAR or Kotter s 8-Step Model) to guide planning and actions, creating consistent processes across different phases of change.

Stakeholder Engagement & Relationship Management: Identify and assess key stakeholders, building relationships to secure buy-in and support for the change initiative. Conduct regular consultations with stakeholders, including executive leaders, department heads, and system users, to communicate goals and gather input on the change strategy. Serve as a trusted advisor to leadership, providing insights on user sentiment and readiness while adjusting strategies to address concerns and resistance.

Impact Assessment & Readiness Planning: Conduct detailed change impact analyses, assessing how the new system will affect roles, processes, workflows, and departmental objectives. Identify groups that may experience high impact from the change, creating targeted support and readiness plans to address unique needs and challenges. Develop risk mitigation strategies, enabling proactive solutions to potential areas of resistance or disruption.

Communication Planning & Execution: Develop a clear, structured communication plan to deliver key messages, addressing the reasons for change, expected benefits, and timeline. Assist with the development, maintenance, and improvements of change management toolkits (e.g., deliverables, templates, techniques) that are simple, effective, and designed for different audiences. Utilize multiple communication channels (e.g., emails, workshops, intranet updates) to reach diverse user groups, ensuring transparency and openness throughout the implementation.

Maintain regular and consistent communication regarding project / assignment status and any concerns with appropriate parties, including the BPA manager, project manager, stakeholders, project team, etc. This may include creating / drafting a project SharePoint site for project documentation, coordination, and tracking. Draft targeted messages that address specific concerns, fostering a sense of inclusion, and reducing resistance by emphasizing the positive aspects of the new system.

Mark documents and maintain filing system(s), files, emails, and records in accordance with compliance requirements. Share and disperse documents only to appropriate personnel (those with a Lawful Government Purpose (LGP) to know). Mark and maintain all official records in accordance with the Information Security (INFOSEC) and Information Governance & Lifecycle Management (IGLM) standards and procedures.

Validate official records are accurately maintained for auditing purposes. Training & User Support: Develop and recommend formats for a variety of training courses, including recommending the emphasis to be placed upon each segment according to organizational need and standards. Research the information necessary to develop and draft training manuals and materials.

Develop and recommend methods to assess trainee progress in business process-related training, as well as for continuing education for management consideration; assist with implementation of management-approved recommendations. Develop learning materials, such as user guides, FAQs, and video tutorials, to support users with diverse learning preferences. Establish a support network, including help desks, feedback channels, and peer mentors, to ensure users have access to assistance during and after the transition.

Monitoring & Evaluation of Change Adoption: Participate in change management / informational presentations and sessions with a variety of users ranging from line workers to executives, in both small and large groups, to promote buy-in and change satisfaction. Create feedback mechanisms (e.g., surveys, focus groups, pulse checks) to assess user satisfaction, gather insights, and measure adoption rates. Track change management metrics, including system usage rates, user engagement, and training completion to gauge the success of change initiatives.

Adjust change strategies and provide follow-up support based on feedback, ensuring a positive experience and effective long-term adoption. Monitor effectiveness of change plans and strategies, recommending improvements for management consideration to gain maximum benefit. Alert stakeholders, including the appropriate BPA manager, of any risks that may negatively impact project scope, schedule, or value delivery; provide mitigation recommendations for BPA review and acceptance; implement BPA approved actions.

REQUIREMENTS Education & Corresponding Experience (required on matrix) A bachelor s or associate degree in business administration, organizational development, information systems, or a related field is preferred. 7 years of experience is required with an applicable bachelor s degree. 9 years of experience is required with an applicable associate degree. 11 years of experience is required without a degree or applicable degree. Experience: Minimum of 5 years in organizational change management or a related field, with proven experience managing change during system implementations. Industry Knowledge: Background in working within a corporate, technology, or project-driven environment, with experience leading large-scale, complex change initiatives.

Required Technical Skills & Experience (required on matrix) Change Management Frameworks: In-depth knowledge of change management principles and methodologies, such as Prosci ADKAR, Kotter s 8-Step Model, or similar. Project Management: Strong project management skills, with experience integrating change management into project plans. Familiarity with tools like Microsoft Project, Asana, or Jira.

Data Analysis and Reporting: Ability to interpret and utilize data (e.g., user engagement metrics, survey results) to assess change progress and adapt strategies as needed. Technology Familiarity: Understanding of IT system concepts and their impact on business processes to facilitate effective change communication. Preferred Skills & Experience (optional on matrix) Certifications: Certification in change management (e.g., Certified Change Management Professional (CCMP), Prosci Certification).

System Implementation Expertise: Direct experience managing change for system rollouts, such as ERP, CRM, or other enterprise platforms. Advanced Communication Skills: Exceptional interpersonal, negotiation, and facilitation skills to manage resistance and influence stakeholders at all organizational levels. Familiarity with project management methodologies such as Project Management Body of Knowledge (PMBOK) and Lean Agile.

Additional Requirements (not required on matrix) Valid U.S. Driver s License is required. Appendices The following appendices apply to this assignment and may be downloaded from the Fieldglass Reference Library: Offsite Work Remote Work Program Training Expectations (Worker is expected to keep current on the latest technologies and skills required for the assignment.) Training Type Details Provided by Prosci ADKAR Model Training Model for change in business, government, and community Supplier or Worker Overview of Change Management Courses 1 hour summary provided by HR on change management BPA Attendance at all conferences, workshops, training, etc. must be pre-approved by SLMO.

Requests will be reviewed on a case-by-case basis. Approval is subject to the most current guidance provided to SLMO by BPA or DOE and is subject to change at any time. SLMO reserves the right to negotiate attendance on billable/non-billable hours and reimbursement of travel costs with the supplier.

Reimbursable travel costs must adhere to the Federal Travel Regulations and be submitted via an expense sheet in Fieldglass. CLOSELY ASSOCIATED RESPONSIBILITIES & REQUIRED ASSOCIATED MITIGATION MEASURES The following is a list of potential inherently governmental risk areas and the measures that SLMO-Compliance has determined must be in place, via processes and procedures, to mitigate the associated risks. The BPA manager s acceptance of the API or CWSD serves as their attestation that all applicable mitigation measures listed below are or will be established and adhered to in their organization.

Area of potential Closely Associated / Inherently Government function Mitigation Measures Access to Confidential / Sensitive Information CFTE must sign NDA (Non-Disclosure Agreements) at beginning of assignments. (Does not apply to Craft assignments) CFTE must complete annual Information Security and Privacy Awareness training. CFTE must complete and pass background investigations of an appropriate level. Acquisition Planning / Source Selection CFTE are not permitted to serve as voting members for acquisition selections.

All purchasing decisions must be made by appropriate federal personnel (Contracting Officers). All acquisition documents (requirements, SOW s, evaluation criteria, etc.) must be reviewed, finalized and approved by appropriate BPA federal personnel. Only Contracting Officers are authorized to obligate BPA funds.

Agency / Org Planning All drafts, documents, materials and recommendations must be reviewed, finalized and approved by appropriate BPA federal personnel. Budget / Finance Prep Only Federal Employees may determine budget priorities & allocations. BFTE must control and finalize / approve all budgets and related documentation, including that for projects, programs and Organizations.

Contract Management All Contractual documents, including invoices must be finalized / approved by appropriate Federal personnel. All contract-related decisions (modifications, changes, performance) must be determined by appropriate federal personnel (COs). Decision Making CFTE may provide input and recommendations to decision-makers.

Only appropriate federal personnel may make decisions which obligate BPA resources or to a specific course of action. Direction & Control (directing BFTE) CFTE are not permitted to direct the actions of federal employees (BFTE) or have any control or input into their performance. Work of BFTE must be assigned by federal manager, supervisor, Program / Resource manager or another appropriate designee.

Disposing Govt. Property All decisions regarding the disposal of BPA property must be made by appropriate federal personnel; and all property dispositions must be directed and controlled by the Investment Recovery Center (IRC). Dissemination of Agency/Policy Information / Training All training and any information that is to be disseminated must be either 1) per established policy, process, procedure, or practice; or, 2) reviewed, finalized and approved by appropriate BPA federal personnel.

Inspection / IT Testing Processes and procedures must ensure Federal personnel review inspection findings and CFTE recommendations before acceptance or rejection of material(s) / item(s). HR Support CFTE may assist with HR functions per established procedures, processes and guidelines (e.g., timekeeping). All work products must be reviewed and finalized by appropriate federal employees.

Policy Development BPA s process for Policy development includes multiple levels of federal review prior to acceptance / adoption. Interpretation of Policy/Regulations Only BPA federal employees may determine the applicability and interpretation of regulations. CFTE are not permitted to interpret regulations for or on behalf of BPA.

Regulations are interpreted by federal personnel and communicated via standards, guides, policies and processes. Representing BPA Contract workers are required to identify themselves and their employer in signature blocks, in introductions and have a nameplate outside their cubicle. CFTE must receive written VP approval to represent BPA at outside events, such as workshops, seminars or conferences.

Page 4 of 4 F_0121_API_TEMPLATE_012026 *** | SUPPLEMENTAL LABOR MANAGEMENT OFFICE ADDITIONAL PROCUREMENT INFORMATION (API) Title & Level Technical Business Analyst 2 Work Group Location Portland, OR Specialty Organizational Change Management Offsite Work Eligibility* Routine Telework Eligible Organization JLP Number of Days Onsite 3 days per two-week pay period Hours Full-Time, up to 40 hours Additional Information There may be periods when up to 5 days/week onsite are required. Overtime 10% anticipated On-Call No Travel Up to 5% FN Status NOT open to Foreign Nationals Investigation Type SF-85, Standard Questionnaire for Non-Sensitive Positions: Candidate must be able to pass this background investigation in order to qualify for and/or retain this position. * Current telework, remote work and onsite support is based on BPA s business needs and is subject to change or termination at any time. ** Assignments with the Remote Designation must reside in WA, OR, ID or MT. Case-by-case exceptions may apply only when in the best interest of BPA.

OVERVIEW Assignment This contract Technical Business Analyst 2 position will advise on and execute change management efforts for new system implementations within the IT Project Management Office at *** (BPA). As an organizational change manager, this role will ensure that system transitions align with BPA s goals and create a positive, user-focused experience.. The change manager will develop, recommend, and implement robust change strategies, communicating system benefits, and engaging stakeholders to build organization-wide support for a successful rollout.

This position requires a strategic leader with strong empathy, capable of addressing user concerns and guiding the organization through the change process effectively. Organization The mission of BPA s IT Project Management Office (PMO) is to partner with business lines to identify, select, and deliver strategic business solutions involving IT that enhance BPA s IT portfolio. We work under the auspices of a governance board, and within established budget and resource limitations to maximize value to the agency while ensuring successful project delivery.

The projects we manage are dependent upon business needs and vary in scope and size, from smaller short-term PMO Lite type of projects such as software upgrades, to larger capital projects and programs that may span several years and have budgets more than ***million. The IT PMO is located primarily at BPA HQ in Portland, OR and is made up of portfolio managers, project managers, business analysts, and support staff, with a mix of Federal employees, supplemental labor contractors, and managed services vendors on staff. There may be occasional travel to BPA offices in Vancouver depending on project needs.

The work of the IT PMO is fast-paced, and staff is expected to interact with people from all levels of the agency in a collaborative environment. Since we often represent the face of IT to our business partners, we strive for professionalism in all that we do and expect respect and support for each other and our customers as we work together to cultivate a results-driven IT PMO. ASSIGNMENT RESPONSIBILITIES Note: All official drafts, documents and recommendations, as listed below, must be reviewed, finalized and approved / accepted by appropriate BPA manager or other federal personnel with the authority to do so.

Change Strategy Development: Design, recommend, and execute a BPA-approved strategic change management plan that aligns with organizational goals and supports smooth system adoption. Define and track measurable objectives for successful implementation, outlining clear stages and milestones for change progression. Use a structured change methodology (e.g., Prosci ADKAR or Kotter s 8-Step Model) to guide planning and actions, creating consistent processes across different phases of change.

Stakeholder Engagement & Relationship Management: Identify and assess key stakeholders, building relationships to secure buy-in and support for the change initiative. Conduct regular consultations with stakeholders, including executive leaders, department heads, and system users, to communicate goals and gather input on the change strategy. Serve as a trusted advisor to leadership, providing insights on user sentiment and readiness while adjusting strategies to address concerns and resistance.

Impact Assessment & Readiness Planning: Conduct detailed change impact analyses, assessing how the new system will affect roles, processes, workflows, and departmental objectives. Identify groups that may experience high impact from the change, creating targeted support and readiness plans to address unique needs and challenges. Develop risk mitigation strategies, enabling proactive solutions to potential areas of resistance or disruption.

Communication Planning & Execution: Develop a clear, structured communication plan to deliver key messages, addressing the reasons for change, expected benefits, and timeline. Assist with the development, maintenance, and improvements of change management toolkits (e.g., deliverables, templates, techniques) that are simple, effective, and designed for different audiences. Utilize multiple communication channels (e.g., emails, workshops, intranet updates) to reach diverse user groups, ensuring transparency and openness throughout the implementation.

Maintain regular and consistent communication regarding project / assignment status and any concerns with appropriate parties, including the BPA manager, project manager, stakeholders, project team, etc. This may include creating / drafting a project SharePoint site for project documentation, coordination, and tracking. Draft targeted messages that address specific concerns, fostering a sense of inclusion, and reducing resistance by emphasizing the positive aspects of the new system.

Mark documents and maintain filing system(s), files, emails, and records in accordance with compliance requirements. Share and disperse documents only to appropriate personnel (those with a Lawful Government Purpose (LGP) to know). Mark and maintain all official records in accordance with the Information Security (INFOSEC) and Information Governance & Lifecycle Management (IGLM) standards and procedures.

Validate official records are accurately maintained for auditing purposes. Training & User Support: Develop and recommend formats for a variety of training courses, including recommending the emphasis to be placed upon each segment according to organizational need and standards. Research the information necessary to develop and draft training manuals and materials.

Develop and recommend methods to assess trainee progress in business process-related training, as well as for continuing education for management consideration; assist with implementation of management-approved recommendations. Develop learning materials, such as user guides, FAQs, and video tutorials, to support users with diverse learning preferences. Establish a support network, including help desks, feedback channels, and peer mentors, to ensure users have access to assistance during and after the transition.

Monitoring & Evaluation of Change Adoption: Participate in change management / informational presentations and sessions with a variety of users ranging from line workers to executives, in both small and large groups, to promote buy-in and change satisfaction. Create feedback mechanisms (e.g., surveys, focus groups, pulse checks) to assess user satisfaction, gather insights, and measure adoption rates. Track change management metrics, including system usage rates, user engagement, and training completion to gauge the success of change initiatives.

Adjust change strategies and provide follow-up support based on feedback, ensuring a positive experience and effective long-term adoption. Monitor effectiveness of change plans and strategies, recommending improvements for management consideration to gain maximum benefit. Alert stakeholders, including the appropriate BPA manager, of any risks that may negatively impact project scope, schedule, or value delivery; provide mitigation recommendations for BPA review and acceptance; implement BPA approved actions.

REQUIREMENTS Education & Corresponding Experience (required on matrix) A bachelor s or associate degree in business administration, organizational development, information systems, or a related field is preferred. 7 years of experience is required with an applicable bachelor s degree. 9 years of experience is required with an applicable associate degree. 11 years of experience is required without a degree or applicable degree. Experience: Minimum of 5 years in organizational change management or a related field, with proven experience managing change during system implementations. Industry Knowledge: Background in working within a corporate, technology, or project-driven environment, with experience leading large-scale, complex change initiatives.

Required Technical Skills & Experience (required on matrix) Change Management Frameworks: In-depth knowledge of change management principles and methodologies, such as Prosci ADKAR, Kotter s 8-Step Model, or similar. Project Management: Strong project management skills, with experience integrating change management into project plans. Familiarity with tools like Microsoft Project, Asana, or Jira.

Data Analysis and Reporting: Ability to interpret and utilize data (e.g., user engagement metrics, survey results) to assess change progress and adapt strategies as needed. Technology Familiarity: Understanding of IT system concepts and their impact on business processes to facilitate effective change communication. Preferred Skills & Experience (optional on matrix) Certifications: Certification in change management (e.g., Certified Change Management Professional (CCMP), Prosci Certification).

System Implementation Expertise: Direct experience managing change for system rollouts, such as ERP, CRM, or other enterprise platforms. Advanced Communication Skills: Exceptional interpersonal, negotiation, and facilitation skills to manage resistance and influence stakeholders at all organizational levels. Familiarity with project management methodologies such as Project Management Body of Knowledge (PMBOK) and Lean Agile.

Additional Requirements (not required on matrix) Valid U.S. Driver s License is required. Appendices The following appendices apply to this assignment and may be downloaded from the Fieldglass Reference Library: Offsite Work Remote Work Program Training Expectations (Worker is expected to keep current on the latest technologies and skills required for the assignment.) Training Type Details Provided by Prosci ADKAR Model Training Model for change in business, government, and community Supplier or Worker Overview of Change Management Courses 1 hour summary provided by HR on change management BPA Attendance at all conferences, workshops, training, etc. must be pre-approved by SLMO.

Requests will be reviewed on a case-by-case basis. Approval is subject to the most current guidance provided to SLMO by BPA or DOE and is subject to change at any time. SLMO reserves the right to negotiate attendance on billable/non-billable hours and reimbursement of travel costs with the supplier.

Reimbursable travel costs must adhere to the Federal Travel Regulations and be submitted via an expense sheet in Fieldglass. CLOSELY ASSOCIATED RESPONSIBILITIES & REQUIRED ASSOCIATED MITIGATION MEASURES The following is a list of potential inherently governmental risk areas and the measures that SLMO-Compliance has determined must be in place, via processes and procedures, to mitigate the associated risks. The BPA manager s acceptance of the API or CWSD serves as their attestation that all applicable mitigation measures listed below are or will be established and adhered to in their organization.

Area of potential Closely Associated / Inherently Government function Mitigation Measures Access to Confidential / Sensitive Information CFTE must sign NDA (Non-Disclosure Agreements) at beginning of assignments. (Does not apply to Craft assignments) CFTE must complete annual Information Security and Privacy Awareness training. CFTE must complete and pass background investigations of an appropriate level. Acquisition Planning / Source Selection CFTE are not permitted to serve as voting members for acquisition selections.

All purchasing decisions must be made by appropriate federal personnel (Contracting Officers). All acquisition documents (requirements, SOW s, evaluation criteria, etc.) must be reviewed, finalized and approved by appropriate BPA federal personnel. Only Contracting Officers are authorized to obligate BPA funds.

Agency / Org Planning All drafts, documents, materials and recommendations must be reviewed, finalized and approved by appropriate BPA federal personnel. Budget / Finance Prep Only Federal Employees may determine budget priorities & allocations. BFTE must control and finalize / approve all budgets and related documentation, including that for projects, programs and Organizations.

Contract Management All Contractual documents, including invoices must be finalized / approved by appropriate Federal personnel. All contract-related decisions (modifications, changes, performance) must be determined by appropriate federal personnel (COs). Decision Making CFTE may provide input and recommendations to decision-makers.

Only appropriate federal personnel may make decisions which obligate BPA resources or to a specific course of action. Direction & Control (directing BFTE) CFTE are not permitted to direct the actions of federal employees (BFTE) or have any control or input into their performance. Work of BFTE must be assigned by federal manager, supervisor, Program / Resource manager or another appropriate designee.

Disposing Govt. Property All decisions regarding the disposal of BPA property must be made by appropriate federal personnel; and all property dispositions must be directed and controlled by the Investment Recovery Center (IRC). Dissemination of Agency/Policy Information / Training All training and any information that is to be disseminated must be either 1) per established policy, process, procedure, or practice; or, 2) reviewed, finalized and approved by appropriate BPA federal personnel.

Inspection / IT Testing Processes and procedures must ensure Federal personnel review inspection findings and CFTE recommendations before acceptance or rejection of material(s) / item(s). HR Support CFTE may assist with HR functions per established procedures, processes and guidelines (e.g., timekeeping). All work products must be reviewed and finalized by appropriate federal employees.

Policy Development BPA s process for Policy development includes multiple levels of federal review prior to acceptance / adoption. Interpretation of Policy/Regulations Only BPA federal employees may determine the applicability and interpretation of regulations. CFTE are not permitted to interpret regulations for or on behalf of BPA.

Regulations are interpreted by federal personnel and communicated via standards, guides, policies and processes. Representing BPA Contract workers are required to identify themselves and their employer in signature blocks, in introductions and have a nameplate outside their cubicle. CFTE must receive written VP approval to represent BPA at outside events, such as workshops, seminars or conferences.

Page 4 of 4 F_0121_API_TEMPLATE_012026 CFTE NON-CRAFT HIRING SAFETY TRAINING MATRIX CONTRACT FULL TIME EQUIVALENT (CFTE) NON-CRAFT HIRING SAFETY TRAINING MATRIX Purpose: The Contract Full Time Equivalent (CFTE) Hiring Safety Training Matrix is a hazard assessment for CFTE personnel routine tasks. It is intended to set a common understanding on training requirements between the CFTE personnel and the *** (BPA) managers/supervisors. BPA Requesting Managers should complete this form and coordinate with BPA Supplemental Labor Office during the procurement process to ensure the CFTE position includes a list of required trainings associated with identified tasks, conditions, and exposures.

Each task, condition, and exposure indicate which training courses are required, who shall provide those trainings, and when those trainings shall occur. This form is intended only as a reference document for contractors. BPA Requesting Manager (Last, First MI) Valentine, Don Date 7/29/25 CFTE Job Title Technical Business Analyst 2 Org JLP PPE provided by Supplier or Contractor?

Yes No If yes, list required PPE: Click or tap here to enter text. Identify which Supplier or Contractor medical surveillance programs are required, if any* Respirator User Asbestos Lead Silica Hearing Conservation Other: Click or tap here to enter text. No Medical Surveillance *BPA Requesting Managers may use equivalent Job Title Position Hazard Assessments or project Job Hazard Analyses as indicators for which medical surveillance programs may be required.

Direct any questions regarding medical surveillance program requirements to the BPA Industrial Hygienist, ***, or ***. Instructions for BPA Requesting Manager: This template has been pre-populated with tasks and hazards generally associated with CFTE non-craft positions. BPA Requesting Managers must review this document during the CFTE procurement process.

The BPA Requesting Manager will: Select the checkbox next to each task/condition/exposure that may be encountered during the normal course of the assignment. Identify if the mitigation for applicable tasks/conditions/exposures will be provided by BPA or the Contractor (supplier). Indicate when the mitigation must occur (pre-hire, post-hire, pre-task).

Pre-Hire Training should be completed prior to the CFTE starting their assignment. Post-Hire training should be completed prior to exposure to a hazardous environment and/or conducting work at a BPA worksite. Pre-Task Training should be completed prior to conducting the associated task.

Once complete, the BPA Requesting Manager will send the completed document to the Supplemental Labor Management Office. The listed tasks, conditions, and exposures are not all inclusive. New processes, unusual tasks, or equipment may trigger the need for specialized training.

Consult with your local Safety Manager or BPA Safety Training Manager for guidance. BPA provided safety training will be the same training provided to Federal Workers. For the General Comments section, BPA Requesting Managers can list anything that was not already covered and provide clarification to the BPA COR to better understand the CFTE position.

It may include tasks, conditions, and/or exposures that are unique to a particular position, work site, or person. For more information on the PHA process/requirement, reference the Safety and Occupational Health Manual, Safety Management Systems Chapter. Direct any questions regarding training requirements or issues related to this form to the BPA Safety Training Manager, ***, or ***.

Office & Remote Work/Telework Hazards Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training Exposed to a fire in the building BPA manager will advise of evacuation protocol and designated gathering location. Annual fire drills will be conducted. B Exposed to an earthquake while in the building BPA manager will advise of evacuation protocol and designated gathering location.

B Operating office tools (paper cutter, paper punch, staplers, etc.) None Identified Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training Performing tasks that may result in repetitive motion injuries, prolonged sitting and computer use Optional: SUFS Move Safe (HRMIS 016633) B Ergonomics Recognize the hazards and know when it is appropriate to stretch and take breaks; ensure a proper desk, chair, and equipment adjusted at the appropriate level; ensure proper lighting. Any ergonomic assessment to be provided by the supplier. B Performing tasks that may result in slips, trips or falls such as carrying boxes and walking on stairs or slick surfaces Review SOHM Chapter 9 Choose an item.

Optional: Slips, Trips & Falls Training (HRMIS 015076) Choose an item. Adding electronic devices that were not previously part of the home (monitors, chargers, computing equipment, etc.) None Identified. On-the-job familiarization (if using BPA-issued equipment).

B Travel / Field Operation Hazards Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training Driving vehicles on public and/or non-public roads Review SOHM Chapter 19 Choose an item. Defensive/Distracted Driving (HRMIS 017057) Choose an item. Worker operates forklifts Forklift Certification Choose an item.

Worker operates a fire extinguisher Fire Extinguisher Use Choose an item. Worker operates hand tools None Identified Choose an item. Worker uses personal protective equipment Personal Protective Equipment Choose an item.

Worker may be exposed to shock and arc-flash hazard Shock & Arc Flash Awareness Choose an item. Shock & Arc Flash Basic Choose an item. Shock & Arc Flash Advanced / Refresher Choose an item.

Worker may contact but will not disturb Asbestos Containing Material (ACM) or Potentially Asbestos Containing Material (PACM) 2 Asbestos Awareness Choose an item. Worker required to work in remote areas where bear encounters may take place Bear Pepper Spray Training Choose an item. Worker exposed to rodent and bird droppings1 Biological/Vermin/Hanta Virus Choose an item.

Worker exposed to hot and/or cold environments None Identified Choose an item. Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training Worker exposed to chemicals, such as herbicides or pesticides; Herbicide Cert. Ref. 4-hr Choose an item.

Herb Certification 8-hr Choose an item. Hazardous Communication Choose an item. Worker exposed to lead2 Lead Awareness Choose an item.

Lead Worker Training Choose an item. Worker exposed to mercury None Identified Choose an item. Worker exposed to noise2 Hearing Conservation (Initial) Hearing Conservation (Annual) Choose an item.

Worker exposed to silica2 Silica - Awareness Choose an item. Worker works at heights higher than 4 Fall Protection, Awareness Choose an item. Fall Protection, General Choose an item.

Fall Protection, Advanced Choose an item. Ladder Safety Choose an item. Fall Protection, Advanced (TLM) Choose an item.

Worker is required to take first aid and may be called on to render first aid for: workers on high voltage lines and/or equipment; worker works in remote areas First Aid/CPR/AED (Red Cross or AHA Accredited) Required only if specified in the API Choose an item. Worker performs work alone in remote areas Wilderness Adv. First Aid Choose an item.

Worker may prepare, transport or receive hazardous materials DOT 1: Introduction, Classification, and the Hazardous Materials Table DOT 2: Packaging, Labeling, Marking, and Placarding DOT 3: Shipping Papers DOT 4: Loading and Storage DOT: Security for Shipment of Hazardous Materials Hazardous Materials: Shipping Lithium Batteries under DOT Exemptions DOT Hazardous Material Awareness for the General Hazmat Employee Choose an item. 1 BPA workplace manager to review Hantavirus Prevention Procedure 420-240-1 before performing task. 2 These exposures may require enrollment in a Medical Surveillance Program. Ensure page 1 is marked accordingly. Other Specific Hazards Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training SAMPLE: Worker may make infrequent visits to field locations or substations Worker complete the PPE assessment in the SOHM to determine need for PPE such as hard hat, safety glasses, hearing protection, safety vests, Arc Flash clothing or steel-toed boots.

B X Click or tap here to enter text. Click or tap here to enter text. Choose an item.

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General Comments BPA Requesting Manager Comments/Additional Considerations: Click or tap here to enter text. F_0139_HIRING_SAFETY_TRAINING_MATRIX_121624 CFTE NON-CRAFT HIRING SAFETY TRAINING MATRIX CONTRACT FULL TIME EQUIVALENT (CFTE) NON-CRAFT HIRING SAFETY TRAINING MATRIX Purpose: The Contract Full Time Equivalent (CFTE) Hiring Safety Training Matrix is a hazard assessment for CFTE personnel routine tasks. It is intended to set a common understanding on training requirements between the CFTE personnel and the *** (BPA) managers/supervisors.

BPA Requesting Managers should complete this form and coordinate with BPA Supplemental Labor Office during the procurement process to ensure the CFTE position includes a list of required trainings associated with identified tasks, conditions, and exposures. Each task, condition, and exposure indicate which training courses are required, who shall provide those trainings, and when those trainings shall occur. This form is intended only as a reference document for contractors.

BPA Requesting Manager (Last, First MI) Valentine, Don Date 7/29/25 CFTE Job Title Technical Business Analyst 2 Org JLP PPE provided by Supplier or Contractor? Yes No If yes, list required PPE: Click or tap here to enter text. Identify which Supplier or Contractor medical surveillance programs are required, if any* Respirator User Asbestos Lead Silica Hearing Conservation Other: Click or tap here to enter text.

No Medical Surveillance *BPA Requesting Managers may use equivalent Job Title Position Hazard Assessments or project Job Hazard Analyses as indicators for which medical surveillance programs may be required. Direct any questions regarding medical surveillance program requirements to the BPA Industrial Hygienist, ***, or ***. Instructions for BPA Requesting Manager: This template has been pre-populated with tasks and hazards generally associated with CFTE non-craft positions.

BPA Requesting Managers must review this document during the CFTE procurement process. The BPA Requesting Manager will: Select the checkbox next to each task/condition/exposure that may be encountered during the normal course of the assignment. Identify if the mitigation for applicable tasks/conditions/exposures will be provided by BPA or the Contractor (supplier).

Indicate when the mitigation must occur (pre-hire, post-hire, pre-task). Pre-Hire Training should be completed prior to the CFTE starting their assignment. Post-Hire training should be completed prior to exposure to a hazardous environment and/or conducting work at a BPA worksite.

Pre-Task Training should be completed prior to conducting the associated task. Once complete, the BPA Requesting Manager will send the completed document to the Supplemental Labor Management Office. The listed tasks, conditions, and exposures are not all inclusive.

New processes, unusual tasks, or equipment may trigger the need for specialized training. Consult with your local Safety Manager or BPA Safety Training Manager for guidance. BPA provided safety training will be the same training provided to Federal Workers.

For the General Comments section, BPA Requesting Managers can list anything that was not already covered and provide clarification to the BPA COR to better understand the CFTE position. It may include tasks, conditions, and/or exposures that are unique to a particular position, work site, or person. For more information on the PHA process/requirement, reference the Safety and Occupational Health Manual, Safety Management Systems Chapter.

Direct any questions regarding training requirements or issues related to this form to the BPA Safety Training Manager, ***, or ***. Office & Remote Work/Telework Hazards Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training Exposed to a fire in the building BPA manager will advise of evacuation protocol and designated gathering location. Annual fire drills will be conducted.

B Exposed to an earthquake while in the building BPA manager will advise of evacuation protocol and designated gathering location. B Operating office tools (paper cutter, paper punch, staplers, etc.) None Identified Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training Performing tasks that may result in repetitive motion injuries, prolonged sitting and computer use Optional: SUFS Move Safe (HRMIS 016633) B Ergonomics Recognize the hazards and know when it is appropriate to stretch and take breaks; ensure a proper desk, chair, and equipment adjusted at the appropriate level; ensure proper lighting. Any ergonomic assessment to be provided by the supplier.

B Performing tasks that may result in slips, trips or falls such as carrying boxes and walking on stairs or slick surfaces Review SOHM Chapter 9 Choose an item. Optional: Slips, Trips & Falls Training (HRMIS 015076) Choose an item. Adding electronic devices that were not previously part of the home (monitors, chargers, computing equipment, etc.) None Identified.

On-the-job familiarization (if using BPA-issued equipment). B Travel / Field Operation Hazards Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training Driving vehicles on public and/or non-public roads Review SOHM Chapter 19 Choose an item. Defensive/Distracted Driving (HRMIS 017057) Choose an item.

Worker operates forklifts Forklift Certification Choose an item. Worker operates a fire extinguisher Fire Extinguisher Use Choose an item. Worker operates hand tools None Identified Choose an item.

Worker uses personal protective equipment Personal Protective Equipment Choose an item. Worker may be exposed to shock and arc-flash hazard Shock & Arc Flash Awareness Choose an item. Shock & Arc Flash Basic Choose an item.

Shock & Arc Flash Advanced / Refresher Choose an item. Worker may contact but will not disturb Asbestos Containing Material (ACM) or Potentially Asbestos Containing Material (PACM) 2 Asbestos Awareness Choose an item. Worker required to work in remote areas where bear encounters may take place Bear Pepper Spray Training Choose an item.

Worker exposed to rodent and bird droppings1 Biological/Vermin/Hanta Virus Choose an item. Worker exposed to hot and/or cold environments None Identified Choose an item. Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training Worker exposed to chemicals, such as herbicides or pesticides; Herbicide Cert.

Ref. 4-hr Choose an item. Herb Certification 8-hr Choose an item. Hazardous Communication Choose an item.

Worker exposed to lead2 Lead Awareness Choose an item. Lead Worker Training Choose an item. Worker exposed to mercury None Identified Choose an item.

Worker exposed to noise2 Hearing Conservation (Initial) Hearing Conservation (Annual) Choose an item. Worker exposed to silica2 Silica - Awareness Choose an item. Worker works at heights higher than 4 Fall Protection, Awareness Choose an item.

Fall Protection, General Choose an item. Fall Protection, Advanced Choose an item. Ladder Safety Choose an item.

Fall Protection, Advanced (TLM) Choose an item. Worker is required to take first aid and may be called on to render first aid for: workers on high voltage lines and/or equipment; worker works in remote areas First Aid/CPR/AED (Red Cross or AHA Accredited) Required only if specified in the API Choose an item. Worker performs work alone in remote areas Wilderness Adv.

First Aid Choose an item. Worker may prepare, transport or receive hazardous materials DOT 1: Introduction, Classification, and the Hazardous Materials Table DOT 2: Packaging, Labeling, Marking, and Placarding DOT 3: Shipping Papers DOT 4: Loading and Storage DOT: Security for Shipment of Hazardous Materials Hazardous Materials: Shipping Lithium Batteries under DOT Exemptions DOT Hazardous Material Awareness for the General Hazmat Employee Choose an item. 1 BPA workplace manager to review Hantavirus Prevention Procedure 420-240-1 before performing task. 2 These exposures may require enrollment in a Medical Surveillance Program. Ensure page 1 is marked accordingly.

Other Specific Hazards Task / Condition / Exposure Required Training Contractor (C) or BPA (B) Provided Pre-Hire Training Post-Hire Training Pre-Task Training SAMPLE: Worker may make infrequent visits to field locations or substations Worker complete the PPE assessment in the SOHM to determine need for PPE such as hard hat, safety glasses, hearing protection, safety vests, Arc Flash clothing or steel-toed boots. B X Click or tap here to enter text. Click or tap here to enter text.

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Choose an item. General Comments BPA Requesting Manager Comments/Additional Considerations: Click or tap here to enter text. F_0139_HIRING_SAFETY_TRAINING_MATRIX_121624