Administrative Services Assistant 3

F_0139_HSTM_TER_ASA3.docx


*** | SUPPLEMENTAL LABOR MANAGEMENT OFFICE


ADDITIONAL PROCUREMENT INFORMATION (API)


Title & Level


Administrative Services Assistant 3


Work Group Location


Portland, OR or Vancouver, WA


Specialty


N/A


Offsite Work Eligibility*


Routine Telework Eligible


Organization


TER


Number of Days Onsite


3 Days per week


Hours


Full-Time, up to 40 hours


Additional Information


2- 3 days per week is expected. In office days may fluctuate based on business needs.


Overtime



<5% anticipated

On-Call


No


Travel


Up to 20% for local travel and meetings

FN Status


NOT open to Foreign Nationals

* 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 full-time, contract Administrative Services Assistant 3 assignment provides a wide variety of professional and confidential administrative support as well as data entry to ***'s (BPA's) Real Property Services (TER) organization. This assignment supports the Director of Real Property Services by providing high level administrative and technological support, as well as responding or escalating urgent matters and demands, acting with minimal oversight or direction, and facilitates the day-to-day communication workflow. Additional duties include support of all TER managers & supervisors and serving as a Contract Administrative Team Lead, providing knowledge transfer, motivation, and leadership to other admin team members and as a resource for the admin team and other internal organization personnel, providing administrative assistance as requested. Successful candidates for this assignment will be detail-oriented, self-directed, and possess exceptional, tactful communication skills (both verbal and written). The role requires outstanding calendar and email management abilities, paired with strong analytic problem-solving skills. The ideal candidate thrives both independently and within a collaborative team environment, demonstrating a proven ability to negotiate shifting or ambiguous priorities under tight deadlines while maintaining professional composure.


Organization


The Real Property Services (TER) organization encompasses three Tier 4 organizations with approximately 130 people. TER is fast paced, high pressure, with competing demands. Engineering & Technical Services is responsible for implementing the Transmission Capital Program, providing technical support for the Transmission Maintenance Program, and providing real property services to the agency. This organization provides services supporting the capital program that include project management, engineering, design, specifications, contract construction management, construction inspection and commissioning services. Projects include transmission lines, substations, control and protection systems, telecommunication facilities, and nonelectric facilities. Services supporting transmission maintenance include developing maintenance standards, field, and laboratory testing services, specialized technical training, equipment failure analysis, high level equipment and systems expertise, spare parts sourcing, and development of advanced maintenance techniques. Technical experts promote the development and integration of advanced technologies to improve system reliability and reduce costs.


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.


Provide a wide variety of confidential administrative/clerical tasks for the managers and staff for the assigned organization, managers and support staff.


Greet and screen visitors; address questions and business involving established policy, take messages, set appointments and/or refer visitors to other BPA personnel as appropriate.


Create draft, edit, and proof documents, correspondence, research, and presentations using Word, Excel, PowerPoint, and Adobe Acrobat.


Build, maintain and post Excel spreadsheets and PowerPoint presentations to SharePoint sites.


Proof, review, and when applicable, draft, correspondence and documents prepared for manager signature and validate conformance of the established administrative policies and regulations, confirm proper coordination and timely compliance with assigned action.


Provide recommendations and instructions to staff to maintain conformance with general policies and correspondence procedures.


Attend meetings, record meeting minutes as requested, transcribe and disseminate as needed.


Maintain a tracking system of action items to verify timely compliance with scheduled responses or actions. Coordinate and monitor work unit responses to time-critical documents; alert BPA manager / personnel of any concerns or response delays.


Answer and screen telephone calls; respond to most questions and complete most business involving established policy or routine matters; forward questions and matters to appropriate BPA personnel as needed, following up to verify a timely response.


Respond to questions and complete business according to established policy and/or forward matters requiring action to appropriate staff, following up to verify a timely response.


Process and screen incoming and outgoing correspondence to include proof reading, to consist of the following:


Review incoming correspondence and forward matters requiring action to appropriate staff. Verify proper coordination and timely completion of assignments.


Sort and distribute incoming mail to appropriate recipient(s); as requested, review incoming correspondence.


Process outgoing mail and prepare materials for mailing, including providing self-addressed stamped envelopes, when appropriate.


Establish and maintain internal and external communication channels to coordinate smooth flow of information and positive working relationships.


Perform faxing, scanning, photocopying, and work with the BPA print shop to request printing services.


Update and maintain desk reference manual.


Serve as back-up to Tier II and Tier IV level Administrative Assistants as needed.


Come up to speed quickly on manager and organizational priorities in order to track meetings, work, and delegated projects or tasks to maintain accountability, confirming established targets are met. Validate on-time documentation submission to Human Capital Management (HCM) and verify all processes are tracked to completion within established timelines. Review and update project trackers (performance, training, etc.) for the BPA manager, alerting appropriate parties of any noted issues / concerns.


Serve as liaison between organizations, work units, and management support staff. Keep up to date on issues, priorities, and sensitivities affecting work of the organization through consistent communication with the manager, frequent interaction with other managers, and outside contacts.


Coordinate with and provide administrative guidance to lower-level contract support personnel; may delegate assignments to lower level contract administrative personnel at the request of the BPA manager.


Administrative Team:


Organize and coordinate Organizational Administrative Team Meetings.


Attend mandatory Administrative Team Meetings.


Participate as a team member and in team meetings both professionally and collaboratively.


Work as a team member to:


Standardize, streamline and improve overall administrative processes throughout the organization.


Help resolve organizational administrative issues and work on solutions as a group.


Complete teamwork assignments


Proactively coordinate managers' daily Outlook calendars and schedules with full responsibility for scheduling and prioritizing Tier III and IV managers' appointments, meetings, conferences and calendar:


Coordinate appointments, including commitments of time. Advise manager of appointments and other commitments that might have a bearing on future decisions.


Organize, plan, prioritize, coordinate, schedule and verify appointments, meetings (in-person, phone conferences, web-based), conferences, and training for BPA managers and other staff (securing rooms, phone bridges, projection, and other meeting supplies). This may include drafting agenda and other meeting materials and developing background information for review, consideration and finalization by appropriate BPA manager / personnel.


Accept meeting invitations, assist with outside visitor requests and schedule interviews.


Schedule and arrange meetings, conferences and training, including associated logistics and any necessary equipment (securing rooms, phone bridges, projection equipment, etc.).


Assist, compile, organize and verify appropriate files, notes and other materials are in order and ready for use at meetings, appointments, etc.


Draft agendas, coordinate speaking points, make arrangements for guest(s) / guest speakers and research and draft background information / materials as requested.


Arrange for representation by others if BPA manager's time and priorities make necessary.


As requested, attend and take meeting minutes / notes, transcribe / draft and distribute as appropriate.


Inform manager and staff of appointments and other commitments that might have a bearing on future decisions.


Assist BPA manager in a variety of personnel and other actions for BFTE and CFTE, including:


Prepare and enter requests for personnel actions into HRMIS.


Prepare federal worker (BFTE) award requests in HRMIS for manager review/approval, track awards for BFTE, and prepare recognition certificates for the organization.


Prepare retirement documentation.


May be designated as a power-user and/or back-up for the DOE Performance Management System. Coordinate and assist BPA manager with development of annual performance appraisal plans for federal personnel by assisting in implementing, completing, and facilitating documentation management.


Schedule and track to completion all performance appraisals, progress reviews, mid-point reviews and discussions, while performing associated follow-up to obtain requisite signatures and approvals. Validate documentation submission to Human Capital Management (HCM) is accurately completed within established timelines.


Coordinate and track reporting requirements and activities related to federal staff including creation/submission of travel documents and telework agreements and required training.


Register manager and staff for internal/external training classes and conferences.


Assist BPA manager with employee engagement activities and planning.

Verify completion of all required training for employees and managers by communicating what training is due, how to obtain training, submitting external training requests, and tracking training completion status.


Maintain Employee Tracking Log, BFTE tracking, on-board reports, training, medical surveillance, emergency contact, and reimbursement tracking information.


Update and maintain Gallup survey records; follow up with organizations to update the Gallup information.


Assist BPA manager by recommending and implementing approved staff recognition opportunities.


Track, maintain, update, and distribute annual renewal of Motor Vehicle Driver Authorizations, Travel Authorizations, and Telework Agreements for federal (BFTE).


Track and maintain Overtime/Comp Time authorizations for BFTE personnel.


Complete appropriate new employee on-boarding activities and retirement documentation.


Prepare CFTE employee assignment extension documents; implement, oversee and complete related documentation, and submit for proper review and approval, while performing associated follow-up to obtain required signatures and approval.


Designated as a proxy for the DOE Performance Management System. Coordinate and assist managers with development of annual managers' and employees' performance appraisal plans by assisting in implementing, completing, and tracking documentation management. Schedule and track to completion all managers' and employees' progress reviews, performing associated follow-up to obtain required signatures and approvals.


Apply strong familiarity with manager's performance contract to prioritize and track meetings, work, and delegated projects or tasks to maintain accountability and to assist in ensuring established targets are met. Validate on-time documentation submission to Human Capital Management (HCM) and verify all processes are tracked to completion within established timelines.


Arrange travel (domestic, invitational and foreign), such as airline arrangements, hotel accommodations, and rental car and shuttle reservations, for BPA Manager, Lead and staff as needed, which may include:


Assist in preparing and submitting passport documentation as necessary.


Assist management and staff in setting up profiles in the BPA travel system (currently Concur).


Prepare / draft necessary foreign and domestic forms associated with travel.


Prepare and process travel authorizations and vouchers for group managers and staff using Concur.


Validate that travel is complete and process travel documentation in a timely manner and in accordance with federal and BPA travel procedures and policies.


Track, monitor and notify BPA manager and subject personnel of needed approvals, signatures or other actions to enable timely reimbursement processing and reporting.


Coordinate with managers and staff to coordinate Time & Attendance according to the established procedures, which may include:


Prepare and review federal personnel time and attendance reporting to verify accuracy for certification by manager(s) and supervisor(s) using the Bonneville Business Enterprise System (BES), HRMIS and Fieldglass.


May serve as a timekeeping power user (able to input time for others as requested).


Maintain and reconcile employee leave calendar submissions with payroll.


Check leave slips to verify accuracy using organizational leave calendars and other documentation. Verify that time has been approved.


Using Fieldglass, review time sheets for contract personnel to verify that reporting is accurate.


Verify time and attendance procedures, policies and practices, including any special time recording requirements (admin leave, holidays, etc.) are communicated to management and staff in a timely manner.


Assist with scheduling interviews through Fieldglass, preparing interview packets for assigned manager(s).


Provide overall administrative support to staff members by acting as the liaison with HCM, IT, SLMO, Workflow Connection, Security, Safety, Motor Pool, Facilities / Space Management and administrative services groups to process, coordinate, request and track:


Office moves and workstation adjustments using Workflow Connection.


Onboarding activities for new contract and/or federal personnel.


Computer, software upgrades, IT equipment and other resource requests.


Computer, copier, and printer maintenance.


Requests for needed office supplies and distribute to appropriate staff per established BPA procedures.


Coordination of badge return to SLMO.


Coordination of cell phone requirements and inventory for staff, including ordering, receiving, service setup, delivery, collection.


Serve as organization's central point of contact for accident reporting, including collection, correction, and distribution of required documentation, and communication with employees, managers, safety office, HCM, and other resources regarding policy, regulations, etc.


Maintain office supply stock. Act as a point of contact for troubleshooting, configuration, inventory, and maintenance of office systems and processes.


Coordinate maintenance for Government Vehicles (GOV) assigned to the organization; drive GOVs to and from service appointments and report mileage monthly.


Maintain the organizational SharePoint site including updating changes and adding new content.


Establish, maintain, and administer SharePoint organization, team and other meeting/project sites including setting up document repositories, calendars, workspaces, and tracking lists. Assists with content and permissions.


Maintain a tracking system of suspense items to verify timely compliance with scheduled responses or actions utilizing SharePoint. Coordinate and direct work unit responses for time-critical documents.


Maintain all records management within SharePoint, including physical and electronic official files, retention and conformance.


Manage all records in accordance with the Information Governance & Lifecycle Management (IGLM) policy and procedure and compliance requirements:


File and disperse documents/letters to appropriate personnel.


Validate that official records are accurately maintained for auditing purposes.


With oversight and approval of the BPA manager / federal personnel, provide an annual review and inventory of official files and maintain the organizational file outline.


Review and process Transmittals for Administrator/CEO Approval (TACs) for assigned organizations and ascertain conformance to administrative policies, procedures and regulations. Verify proper coordination and timely compliance with assigned action. Advise and provide guidance to confirm conformance with general policies and correspondence procedures.


May coordinate or assist with organizational and BPA events such as: presentations, retirements, project or employee recognition celebrations, and Combined Federal Campaign (CFC) events.*


Organizational Specific Responsibilities:


Maintain Director's appointment schedule by planning, prioritizing and scheduling meetings, conferences, teleconferences, and travel.


Balance conflicting priorities to manage workflow; verify the Director's completion of essential projects and meet critical deadlines.


Validate Director is prepared for upcoming appointments by gathering materials necessary for each meeting.


Reserve meeting rooms and verify required technology is functioning and available prior to the Director's arrival, e.g. phone bridges, video conferencing, monitors, projectors, Teams (95%), WebEx, Skype etc.


Communicate all relevant details and information to meeting participants, inform meeting participants of arrangements and of any changes.


Prepare materials for weekly management and strategy meetings; such as, review and edit PowerPoint Presentations.


Provide administrative support for a wide range of Real Property Services continuous improvement projects.


Perform, coordinate, and validate administrative duties and timelines communicated from upper management.


Provide assistance to 2-5 Administrative Assistants tasked with supporting 3 subordinate organizations and 10 functional areas. This assignment may also serve as backup for the Executive Assistant to BPA's Vice President of Engineering and Technical Services.


Relay communication from the Director, using the highest degree of discretion, judgement, confidentiality, collaboration, diplomacy, and with exceptional verbal and written communication.


Maintain a variety of organizational spreadsheets, including data review, entry and assembly. Provide extensive spreadsheet assistance to manager for a variety of project and financial information, reporting and tracking.

*Participation/attendance in voluntary events is NOT billable to BPA. Time spent planning and organizing these events is considered part of the duties of the assignment and may be performed on billable time.


REQUIREMENTS


Education & Corresponding Experience (required on matrix)


High school diploma or equivalent is required.


Associate's or Bachelor's Degree in Office Administration/Management, Business Administration/Management, or a related field is preferred.


6 years of demonstrated administrative/clerical experience is required.


Required Technical Skills & Experience (required on matrix)


4 or more years of relevant work experience in administrative support functions with Microsoft Office Suite programs such as Word, PowerPoint, Excel and Outlook.


Video Conferencing capabilities and technical skills via TEAMS, WebEx


High volume calendar & e-mail triage/management skills are critical


Intermediate to advanced skills/experience with SharePoint sufficient to:


Support, manage, edit and maintain site.

Preferred Skills & Experience (optional on matrix)


Exceptional and tactful communication skills (verbal and written).


Experience with Visio, Adobe Professional for fillable forms.


Additional Requirements (not required on matrix)

Valid U.S. Driver's License is required.

Access to the DOE Performance Management System is required. This assignment may be designated by the BPA manager as a proxy to access this system in order to assist the manager in completing documentation for BPA employee performance reviews. Use of this application may require the worker to provide a limited amount of Personally Identifiable Information (PII) to establish an account.


Hazards & Risks

Assignment requires frequent walking, bending and stooping.

Assignment requires the ability to lift items approximately 20 pounds in weight on and off vehicles and maneuver them, using wheeled carts, to designated locations.


Appendices


The following appendices apply to this assignment and may be downloaded from the Fieldglass Reference Library:

Offsite Work


Training Expectations (Worker is expected to keep current on the latest technologies and skills required for the assignment.)


Training Type


Details


Provided by

BES/HRMIS


BPA Time & Attendance


BPA

Concur


BPA Travel Scheduling


BPA

DOE Performance Management System


Input and tracking of organizational performance plans


BPA

Sunflower Admin

BPA

Asset Suite and Supply Ordering


Materials Ordering


BPA

Cascade


Work Management Software


BPA

P - Card Training

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 7 of 7 F_0130_API_TEMPLATE_ASA3_030626


F_0130_API_TEMPLATE_ASA3_030626
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)


Matthew C. Kirkland


Date


8/20/26


CFTE Job Title


Admin III


Org


TER


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


B


☐


☒


☐


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


B


☐


☒


☐

☒ Optional: Slips, Trips & Falls Training (HRMIS 015076)


B


☐


☒


☐


☒


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


B


☐


☒


☐

☒ Defensive/Distracted Driving (HRMIS 017057)


B


☐


☒


☐


☐


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

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Click or tap here to enter text.


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General Comments


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F_0139_HIRING_SAFETY_TRAINING_MATRIX_121624