05 AESE Section J-Draft Attachment J.03 Integrated Logistics Support SOW.pdf

SECTION J, ATTACHMENT J.03

AESE INTEGRATED LOGISTICS SUPPORT(ILS) SOW

ii

TABLE OF CONTENTS

C.4.4 Integrated Logistics Support (ILS)

C.4.4.1 Integrated Logistics Management

C.4.4.2 Formation of an Integrated Logistics Support Management Team (ILSMT)

C.4.4.3 Logistics Guidance Review (LGR)

C.4.4.4 Program Logistics Deliverables

C.4.4.4.1 Contractor's Logistics Plan (CLP)

C.4.4.4.2 Spare Parts Lists

C.4.4.4.2.1 Recommended Spare Parts List (RSPL)

C.4.4.4.2.2 Site Spare Parts List (SSPL)

C.4.4.4.2.3 Support Equipment Recommendation List (SERL)

C.4.4.4.2.4 Spare-Parts Peculiar List (SPPL)

C.4.4.4.3 On-Site Maintenance

C.4.4.4.4 On-Site Warranty

C.4.4.4.4.1 On-Site Warranty and Repairs

C.4.4.4.4.2 On-Site Non-Warranty Repairs or Replacements

C.4.4.4.5 Program Office Supplied CDLS Depot Spares

C.4.4.4.6 Technical Point-of-Contact

C.4.4.4.7 Technical Support Services

C.4.4.4.8 Commercial and Technical Documentation

C.4.4.5 Logistics Management Information (LMI)

C.4.4.5.1 LMI Data Reviews

C.4.4.5.2 LMI/Provisioning Review (LPR)

C.4.4.5.3 Provisioning for Depot Spares

C.4.4.5.4 Provisioner Cataloging

C.4.4.6 Contractor Depot Logistics Support (CDLS)

C.4.4.6.1 CDLS Program Review (CDLSPR)

C.4.4.6.2 CDLS General

C.4.4.6.3 Contractor's CDLS Integrated Logistics Management iii

C.4.4.6.4 CDLS Requirements

C.4.4.6.5 CDLS Storage Warehouse

C.4.4.6.6 Supply Support

C.4.4.6.7 CDLS Website for Vendor Order Interface Procedures

C.4.4.6.8 CDLS Invoicing and Reports

C.4.4.6.9 CDLS Warranty Repairs

C.4.4.6.10 CDLS Non-Warranty Repairs

C.4.4.6.11 CDLS Repairs

C.4.4.6.12 CDLS Delivery Requirements

C.4.4.6.13 Shipment of CDLS Parts

C.4.4.6.14 CDLS Technical and Administrative Assistance

C.4.4.6.15 CDLS Packing, Handling, Storage, and Transportation

C.4.4.6.16 CDLS Definitions

ACRONYMS

C.4.4 Integrated Logistics Support (ILS)

ILS is a functional discipline that influences product design to establish a comprehensive support system for products and services. Its primary objective is to deliver the required level of service to end users at optimal lifecycle costs for the Government, encompassing new Commercial Off the Shelf (COTS) investment programs as well as the sustainment of fielded products and services. The elements of ILS are key logistical requirements that must be effectively integrated to ensure efficient and effective support for the AES system/equipment (products) throughout their lifecycle.

ILS involves the planning, management, execution, and control of the AES system/products, including maintenance, repair, and distribution, to maintain air safety and operational readiness.

It includes the necessary support functions to uphold the operational readiness and capability of the AES program.

Logistics represents a network of resources, processes, and information utilized to manage and support the AES program. This network ensures the timely and efficient delivery of equipment, products, supplies, software, hardware, and services, thereby achieving specified performance at minimal lifecycle cost.

C.4.4.1ILS Management

ILS Management is a technological approach within the systems engineering process aimed at reducing product lifecycle costs and decreasing logistics demands by optimizing system maintenance. This comprehensive method manages and supports complex systems and products throughout the product or equipment’s lifecycle; from design and development to disposal;

ensuring effective and efficient equipment operation while minimizing total cost of ownership.

ILS consists of four main components: transportation, warehousing, information technology, and collaboration. These components work together to create a unified, efficient system that streamlines operations, reduces costs, and enhances customer service.

ILS involves a process that allows the vendor to outline a plan to support the Government's system/equipment (products) purchased under this contract for the long term. The Contractor must provide a Contractor's Logistics Plan (CLP) that establishes milestones for planning, developing, and validating ILS.

The Contractor’s overall Program Manager (PM) or ILS Manager (if funded) must ensure that logistics considerations and planning are integrated into the AES program. The CLP will address the framework needed to ensure the Government has the tools, resources, and training to support the AES program throughout its lifecycle.

1. Maintenance Planning Maintenance Planning is a critical factor influencing support costs. It involves systematically determining what maintenance work needs to be done, when, and how, to ensure equipment and systems operate efficiently and reliably. This minimizes downtime and optimizes resource allocation by identifying which assets need maintenance, the frequency of maintenance, and the necessary resources like spare parts and materials.

2. Maintenance Support Facilities Maintenance Support Facilities include all permanent and semi-permanent real property assets and infrastructure needed to support a system. This encompasses facilities for training, maintenance, storage, and other logistics requirements, as well as systems and practices ensuring a building's functionality, safety, and comfort, including building systems and physical asset management.

3. Direct Work Maintenance Staffing (Manpower and Personnel) This area focuses on identifying, planning, and acquiring the necessary personnel with the required skills to operate, maintain, and support systems throughout their lifecycle.

4. Supply Support Supply Support includes provisioning for initial support, as well as acquiring, distributing, and replenishing inventories. It involves planning to ensure that systems/equipment (products) can be supported and maintained throughout its lifecycle.

5. Support Equipment Support Equipment encompasses all equipment, both mobile and fixed, needed to support the operation and maintenance of a system throughout its lifecycle. This includes tools, metrology, and calibration equipment.

6. Training and Training Support and Personnel Skills This involves planning and provisioning for the training base, including equipment used to train personnel to acquire, operate, maintain, and support a system. It ensures government personnel can be trained to the level of a contractor’s factory-certified technician.

Government technicians must be trained and factory certified to perform the same on-site tasks as the contractor’s service technicians at Government-approved sites.

7. Technical Data Technical Data includes information of a technical nature, such as maintenance and service manuals, equipment technical manuals, engineering drawings and data, specifications and standards, data rights, test and evaluation requirements, and provisioning documentation for parts support.

8. Packaging, Handling, Storage, & Transportation (PHS&T) PHS&T involves identifying, planning, resourcing, and acquiring the requirements necessary to maximize the availability and usability of materials. It ensures equipment is packaged appropriately to reach customers without compromising the integrity of the product.

9. Computer Resources Support Computer Resources Support focuses on the information technology resources and infrastructure necessary to operate and support mission-critical systems. This includes hardware, software, documentation, manpower, and personnel.

C.4.4.2 Formation of an ILS Management Team (ILSMT)

The Contractor must participate in the formation of an ILS Management Team (ILSMT), which consists of a joint Government/Contractor-sponsored team. This team will address the logistics and support services provided by the Contractor as part of the contract. The ILSMT should serve as the primary vehicle for coordinating and monitoring integrated logistics for new systems and equipment (products) to ensure performance, implement controls to mitigate risk, ensure the timeliness of procurement orders, assess the applicability and sustainment of new equipment, and ensure compliance with contractual requirements. The ILSMT should include all parties involved in ILS integration planning and actions to ensure system availability.

C.4.4.3 Logistics Guidance Review (LGR)

The Contractor must participate with Government representatives in high-level Logistics Guidance Reviews (LGR) to be held at the Contractor's facility or as requested by the Government Contracting Officer (CO), Contracting Officer's Representative (COR), Program Manager (PM), or an authorized representative.

The LGR serves as a platform for the Government and Contractor to discuss ILS and clarify contractual requirements, ensuring a shared understanding of the project's ILS needs. It outlines the process for determining and acquiring the range and quantity of spares, repair parts, support, and test equipment necessary to operate and maintain the system’s/equipment (products) program. As an integral part of Supply Chain Management (SCM), the LGR aligns closely with cataloging and provisioning, the latter being the management process for determining and acquiring necessary support items.

The LGR will plan for the development of management strategies and processes to efficiently support the program throughout its lifecycle. This begins with the deployment of the systems/equipment (products) and provisioning planning for short- and long-term support, concluding with determining whether to use the FAA Logistics Center (FAALC) or Contractor Depot Logistics Support (CDLS) support during the operations In-Service Management Phase of the system's lifecycle.

The first LGR must occur within 30 calendar days after contract award and be held in conjunction with the Post Award Summit (PAS). The Contractor’s Program Manager will co-chair the meeting with the Government Program Manager, who also serves as the Service Team Logistics Manager (STLM) or the assigned ILS Manager. During this meeting, the Contractor must present their planned approach to accomplishing ILS/equipment (product) support in accordance with the Statement of Work (SOW).

The ILSMT must conduct an in-depth LGR at least 60 days after contract award. The LGR may be held at the Contractor's facility, FAA Headquarters, via electronic media, or at other locations designated by the Government CO or PM/STLM. Whenever possible, these reviews should be coordinated with other ILS reviews. Additional LGRs may be held as determined by the Government or at the Contractor’s request. The Contractor must adhere to the guidelines for Program Reviews as defined in the Statement of Work or Contract Data Requirements List/Deliverable Item Description (CDRL/DID).

C.4.4.4 Program Logistics Deliverables

C.4.4.4.1 Contractor's Logistics Plan (CLP)

CDRL/DID L001: Contractor's Logistics Plan

The Contractor must provide a Contractor's Logistics Plan (CLP) that details how ILS will be provided, demonstrating the processes to manage, control, and execute a program addressing all elements of integrated logistics as identified in J.4.1.

The objective is to execute and integrate support tasks to ensure the system/equipment (products) are fully supportable throughout each lifecycle listed in the table below.

Equipment Description Lifecycle Electronics (inverters, charge controllers, microgrid controllers, battery management systems)

10 Years

PV Panels 25 Years Lithium Batteries 10 Years Hybrid Supercapacitors 20 Years

Support must encompass all products supplied by the Contractor, including Original Equipment Manufacturer (OEM) products or parts provided under this contract.

The CLP may be a high-level document incorporating applicable portions of the Contractor's International Organization for Standardization (ISO) 9000 series documentation or a copy of an internal plan that aligns with the scope and intent of the Contractor’s plans for supporting the AES program.

The CLP must define how the system/equipment (products) will be supported throughout its lifecycle and should be submitted for review within 90 days of contract award or as agreed upon by the Contracting Officer. The Government will review, comment, and, if acceptable, approve the plan/documentation within 30 calendar days of receipt from the Contractor.

The Contractor is responsible for providing replacement parts or repairs for both Contractor-provided and OEM parts throughout the systems/equipment (products) lifecycle. This includes parts from both the Contractor and any other vendor (OEM) used in the system/equipment (products) assembly. Form, Fit, and Function (3F) replacement parts may be provided as exact fits. Any modifications required to the original equipment (products) must be approved by the Government.

The Contractor must provide documentation ensuring that both the Contractor and OEM products/parts comply with all Buy American Act (BAA) requirements to ensure items can be processed through the contract. Items that cannot be vetted under BAA must be identified to the CO for waiver consideration.

When revisions are made to the Contractor’s ISO or internal process plan that affects the CLP, updates must be submitted to the Government for review and approval. The Government will review, comment, and, if acceptable, approve the documentation within 30 calendar days of receipt from the Contractor.

The Contractor must maintain and ensure that Bill of Materials (BOMs) are current and updated in response to modifications made to the Contractor’s commercial equipment (products), as well as changes to procedures required for inspecting, testing, calibrating, servicing, and repairing the AES system/equipment (products).

Changes to equipment (products) affecting contract CLINs that introduce new variations into Government inventories must be submitted to the CO/COR for approval. This submission must include OEM part numbers, long lead items/parts, notifications of obsolete part numbers, and their replacements.

C.4.4.4.2 Spare Parts Lists

The Contractor must participate in the development of spare parts lists to ensure lifecycle support for the AES program. These lists are subject to review, modification, and approval by the Government. When ordered by the Government, the approved spare parts must be packaged separately and shipped to the specified destination as ordered.

Spare parts lists provide a comprehensive compilation of replacement parts, typically organized in a table or list format. These parts are kept in inventory either at the Contractor's facility, designated warehouse, or a government facility for the replacement, repair, or refurbishment of system equipment/products.

C.4.4.4.2.1 Recommended Spare Parts List (RSPL)

CDRL/DID L002: Recommended Spare Parts List

The Contractor must provide a proposed Recommended Spare Parts List (RSPL) for all system/ equipment (products) ordered under this contract. Each recommended part in the RSPL must include a "time to ship from factory" timeframe. The RSPL is intended to provide a recommended initial inventory for FAALC or Contractor Depot Logistics Support (CDLS) parts.

The Government may choose, at its discretion, not to establish a CDLS warehouse. Instead, it may agree upon a list with specific shipping times that the vendor will honor. This list will serve as the basis for the CDLS inventory.

C.4.4.4.2.2 Site Spare Parts List (SSPL)

CDRL/DID L003: Site Spare Parts List

The Contractor must provide a Site Spare Parts List (SSPL) for each specific system/equipment (product) ordered. The SSPL is a subset of the Recommended Spare Parts List (RSPL) that details the parts required at a site for routine maintenance and repair of a specific system/equipment (product). SSPL parts are to facilitate quick repairs and minimize downtime.

This list will be subject to review, modification, and approval by the Government. The Government may also include consumables in the SSPL to ensure comprehensive site support.

C.4.4.4.2.3 Support Equipment Recommendation List (SERL)

CDRL/DID L004: Support Equipment Recommendation List

The Contractor must provide a proposed Support Equipment Recommendation List (SERL) for all systems/equipment (products) ordered under this contract. The SERL must include all support and test equipment, both common and specialized, required for inspection, testing, calibration, servicing, and repair of the equipment (products) on site. It will define the technical characteristics, design parameters, allowance information, and logistics support for the recommended equipment.

The SERL should identify any required test equipment or tools to be provided with each new system/ equipment (products) purchased. The purchase of test equipment must adhere to the directions outlined in AJW-L Operating Business Rules. Test equipment cannot be purchased using the Maintenance Support Program (MSP). The National Test Equipment Program (NTEP) provides guidance through the latest version of FAA Order 6200.4 (National Test Equipment Program Management) for all test equipment. The Government Program Office and Contractor must coordinate with the NTEP to ensure all configurations are correct, supported, and approved for use in the NAS according to Maintenance Handbooks. The Government’s Systems Program Office will purchase the initial requirements for test equipment or tools and provide an initial inventory of spares at the FAALC. Tool purchases will be coordinated with the Program Office and the FAALC, in accordance with the latest version of Government Electronics and Information Technology Association (GEIA)-STD-0007, Logistics Product Data.

a. Common SERL items: Tool sets and test equipment available from multiple suppliers, such as metric and standard tool sets and volt-ohm-milliamp meters.

b. Special SERL items: Vendor-specific tools; tool sets; meters; Human Machine Interface (HMI) devices and the software required by the HMI to inspect, test, calibrate, service, and repair the systems/equipment (products) at the installation site.

C.4.4.4.2.4 Spare-Parts Peculiar List (SPPL)

CDRL/DID L005: Spare-Parts Peculiar List

The Contractor may be required to provide a SPPL when equipment (products) include unusual or specialized spare parts for a specific piece of equipment (product). These parts might be

"peculiar" due to their rarity (specialized manufacturing or unique materials), specialized functions (custom design), critical spares (significant downtime), or long lead times (limited availability).

If the equipment (product) does not require a specific Spare-Parts Peculiar List (SPPL), the Contractor must identify any new parts that do not conform to 3F standards.

C.4.4.4.3 On-Site Maintenance

On-site maintenance refers to the routine upkeep and repair of a system or product at its site location, rather than at a service center or depot. This approach ensures that the system or product remains in proper working condition. On-site maintenance tasks include conducting inspections, performing repairs, and making necessary replacements directly at the installation site.

C.4.4.4.4 On-Site Warranty

The Contractor must provide both warranty and non-warranty repairs for equipment (products) as specified in the paragraphs below. The Contractor must possess the capability and expertise necessary to perform all warrantied repairs on-site. Warrantied repairs will be conducted at the Contractor's expense.

C.4.4.4.4.1 On-Site Warranty and Repairs

The Contractor must clearly define the warranty for new systems/equipment (products), outlining the terms, coverage (including both parts and labor), duration, and the process for making a claim. The warranty period must be a minimum of two (2) years.

Field sites must contact the Technical Service Operations Group (TSOG) and the AES Program Office when a system failure is detected while under warranty. If the failure is determined not to be caused by the Government and is covered under warranty, the site will contact the Contractor or their Distributor for service. Sites must provide a description, part number, serial number (if applicable), and make or model of the equipment (product) or parts when requesting a replacement or repair.

The Contractor is responsible for shipping warranty equipment (products) or parts from the site to the Contractor’s facility and returning them to the Government facility as needed. The Contractor must provide parts delivery services to facilities located throughout both CONUS (Continental United States) and OCONUS (Outside Continental United States).

C.4.4.4.4.2 On-Site Non-Warranty Repairs or Replacements

If the Contractor determines that a warranty is void due to accidental damage by the Government such as misuse, tampering, modification of equipment (products), natural events beyond human control, or damage caused by an act of God; the Contractor must provide detailed documentation with an estimate to repair; to substantiate why the cause of failure is not covered under warranty.

The documentation must be submitted to the government CO, COR and PM in the form of an email or an email attachment.

The CO will reply via email to confirm either agreement or disagreement with the Contractor's assessment, establishing an official Government record of the decision. If the CO disagrees with the assessment, a virtual meeting may be arranged with the Contractor to discuss the matter further. If required, the CO will follow up with an additional email outlining the resolution terms.

Once non-warrantied equipment/products are concurred, the Government's Program Office will issue a purchase request to the CO based on the Contractor's estimate, enabling a task order to be awarded for repair.

Equipment (products) and parts that are past the warranty period fall into the Operational Phase of a system. Operational replacement parts or repairs should be requested through the official method as determined in the LGR (FAALC or CDLS) when ordered. Please refer to C.4.6, Contractor Depot Logistics Support (CDLS), for parts replacement processes.

C.4.4.4.5 Program Office Supplied CDLS Depot Spares

Following the provisioning review in C.4.5, the Government may order depot spares as determined during the provisioning process. Upon receipt of a task order, the Contractor must package and ship the identified spares to the FAALC or the vendor's CDLS storage and repair facility. The location will depend on the provisioning decisions regarding long-term support for the program.

C.4.4.4.6 Technical Point-of-Contact

The Contractor must identify an individual to serve as a single point of contact for all technical information. This may be the Contractor’s Program Manager or their assigned personnel.

The Contractor must offer equipment (products) with new technology, new capabilities, or improved performance to the Government within six (6) months of commercial availability. The Government may choose to modify the contract to include the new equipment (products). If new equipment (products) that are introduced are accepted by the Government, all commercial technical documentation must be provided as defined in J.4.4.8, Commercial and Technical Documentation.

The Contractor must provide a Personnel Qualifications Report that outlines the minimum requirements, including education, training, experience, and skills needed to maintain the new equipment (products). The Contractor must assign individuals who possess the necessary qualifications and experience needed to provide in-depth technical support prior to the delivery of the new equipment (products). The Contractor’s Service Representatives must be fully trained on the new equipment (products). Start-up procedures must be furnished to the Government prior to delivery. All materials provided to the Government must be free of all encumbrances, including any prohibition on reproduction or use for official Government purposes.

C.4.4.4.7 Technical Support Services

The Contractor must provide technical support services as requested by the CO/COR or an authorized representative. This service must support the AES Program Office, FAALC, FAA Academy, FAA Second Level Engineering (SLE) Operations (OPS), and FAA Engineering Field Support personnel.

Technical support will be provided through the Task Order process. The Contractor must respond within four (4) working hours of receipt of a request during normal working hours and within 24 hours during all other times. Technical support may include technical documentation, engineering, logistics, maintenance, and supply support for hardware, software, and firmware not already included elsewhere in the contract. Technical support services may be required at any time, 24 hours a day, seven (7) days a week, including after hours, weekends, and holidays.

Technical assistance may include the following; although the list is not all-inclusive, other requirements may be included even if not specifically mentioned.

1. The establishment of a telephone service that provides technical experts who are fully prepared and equipped to provide guidance to Government personnel in resolving engineering requests.

2. Engineering support that may include maintenance issues, resolution of system/equipment (products) failures, hardware/software interface problems, and operational certification or special designs for adverse conditions.

3. Hardware maintenance support services, including hardware maintenance, repair, restoration, validation, verification, and supply support.

4. Support may include the development of the Configuration Management Plan, Contractor’s Logistics Plan, Training Materials, and any other contractor documentation as requested.

C.4.4.4.8 Commercial and Technical Documentation

CDRL/DID L006 Commercial Support Documentation (CSD)

Technical documentation aims to explain complex information in a clear and understandable way, enabling users to effectively utilize a product. This documentation provides official information or evidence that serves as a system/equipment (product) record.

The Contractor must provide, with each AES system/equipment (product) ordered, two (2) hard copies of the applicable Installation and Operations manual(s) and other relevant hardware, software, and firmware documentation to the site. Electronic documents should be provided to the AES program office. The Government must have full and complete rights to all system software, hardware, and firmware, including all supporting documentation.

The Contractor must provide a Maintenance Handbooks (MTHB) and a Technical Instruction Book (TIB) in accordance with the latest version of FAA-D-2494, to support system troubleshooting and site maintenance for the systems/ equipment (products). The handbooks must include a level of detail for the equipment (products) and their interactions to provide a thorough understanding of all equipment (products) and their functions. The level of detail must enable the technician to clearly identify equipment (product) failures and isolate the failure to the Lowest Repairable Unit (LRU). The documentation must be delivered as defined in CDRL/DID L006. The documentation must consist of, at a minimum, the following:

1. Installation and Operator Manuals

2. Maintenance Manuals

3. Technical Instruction Books per FAA-D-2494

4. Technical Data Sheets

5. Field Service Bulletins

6. Repair Parts List, e.g., Part Number, OEM, and lead times

7. Special Support Equipment Operation Manuals

The Government must have the right to reproduce, copy, alter, use, and modify all data, documentation, software, hardware, and firmware. The Government agrees to maintain this data securely and agrees not to divulge the data to any competitors. The manufacturer must license the Government to use all applicable software.

When requested, the Contractor must provide the Government copies of all current documentation on the delivery date, as defined in CDRL/DID L006 The delivery must constitute the Documentation Baseline for the vendor’s Product Line. After delivery of the baseline set, the Contractor must deliver updates in accordance with the Contractor’s normal update process and schedule.

Documentation must be provided to the government Program Office, the FAA Academy, Second Level Engineering (SLE), and the FAALC as identified in the LGR.

C.4.4.5 Logistics Management Information (LMI)

CDRL/DID L007 and CDRL/DID L008: Logistics Management Information (LMI) Data Products Worksheet

Logistics Management Information (LMI) refers to data and processes used to manage logistics operations effectively. It encompasses a wide range of information and activities necessary for the planning, implementation, and control of the efficient and effective flow and storage of goods, services, and related information from the point of origin to the point of consumption.

LMI is used to provide item sustainment data for a given NAS system. This information is required for Depot Spares planning, assessing program status, and to assist in program decisions.

Key components and functions of LMI include:

1. Inventory Management: Tracking and managing inventory levels to ensure that the right quantity of products is available at the right time and place.

2. Supply Chain Coordination: Facilitating communication and coordination among various stakeholders in the supply chain, including suppliers, manufacturers, and distributors.

3. Procurement and Sourcing: Managing the acquisition of goods and services from external suppliers, including selecting vendors, negotiating contracts, and placing orders.

4. Transportation and Distribution: Planning and managing the movement of goods from suppliers to customers, including selecting transportation modes and carriers, and managing logistics networks.

5. Warehousing and Storage: Managing the storage of goods in warehouses, including organizing inventory, ensuring security, and optimizing space utilization.

6. Data Analysis and Reporting: Collecting and analyzing logistics data to improve decision-making, optimize operations, and enhance supply chain performance.

7. Technical Documentation: Providing documentation that includes specifications, operational procedures, and maintenance requirements for equipment and systems.

LMI is essential for ensuring that logistics operations are efficient, cost-effective, and aligned with organizational goals. It helps organizations minimize costs, improve service levels, and enhance overall supply chain performance.

The Contractor must deliver to the Government the data products contained in CDRL/DID L007 or L008. These data products must represent the system design configuration, including systems, subsystems, components, assemblies, subassemblies, support and test equipment, and training equipment.

The Contractor must provide LMI data to the LRU level for all Commercial Off-the-Shelf (COTS), modified COTS, Non-Developmental Item (NDI), and developmental items. Data for temporary items is not required.

The Contractor must adhere to the data definitions and data formats as described in the FAA Acquisition Management System (AMS) and Appendix B, MIL-PRF-49506, the attached LMI Data Products worksheets, and the Product Format. The Contractor must develop and deliver an LMI Plan, in contractor format, as an attachment to the LGR. The LMI plan must detail the Contractor’s approach for performing the logistics requirements specified in this Statement of Work (SOW).

The Contractor must make maximum use of previously collected and analyzed data and documentation prepared for COTS/NDI hardware/components whenever possible.

C.4.4.5.1 LMI Data Reviews

The Contractor must present LMI data for review at Logistics Guidance Reviews, Technical Interchange Reviews (TIRs), or other planned logistical reviews.

C.4.4.5.2 LMI/Provisioning Review (LPR)

The Contractor must host and support the LPR during an LGR as specified in the LMI Data Products. The review must be held at the Contractor’s facility unless otherwise specified by the Government CO, COR, PM, or authorized representative. The Contractor must ensure the participation of knowledgeable contractor/subcontractor personnel. A provisioning review must be held no later than 60 days after the contract award, and the submission of the LMI data to the CO/COR must occur within 120 days.

The purpose of the LPR is to review and refine the Contractor’s RSPL, delivered as part of the Contractor’s proposal. The LPR will also serve as a venue to ensure the Contractor understands the logistics requirements for F&E and preparation for the operations (OPS) phase of the systems lifecycle. The COR, or an authorized representative, will prepare the agenda for the review. The Contractor’s RSPL must include all parts, including critical parts that will take longer than 72 hours to ship to a government site after issuance of a parts order/requisition—essentially, parts that cannot meet the Priority requirements. The specific lead time for these items must be included in the RSPL and any subsequent parts list.

The Government will participate in the list development and will approve both the range and depth of all sparing. During the LPR, the Contractor must make available technical data for the purpose of determining or identifying critical parts that cannot meet the CDLS P1 designation.

Such technical data must include, but are not limited to, equipment drawings, specifications, and performance data (historical and/or estimated) including Mean Time Between Failure (MTBF), Mean Time To Repair (MTTR), and Availability and Reliability data, with OEM cross-reference documents.

During the LPR, the Contractor must facilitate the following:

1. Make available to the Government all approved drawings (e.g., approved during a physical configuration audit), both proprietary and non-proprietary, for the Government to use as references. The Government will not copy or remove any proprietary data from the Contractor’s facility.

2. Have copies of the Government-approved Functional Configuration Audit/Physical Configuration Audit (FCA/PCA) documentation available for use as a reference. Make samples of systems, assemblies, and parts listed in the approved Parts Master File (PMF) available for examination for the duration of the review.

3. Furnish knowledgeable technical personnel to disassemble the equipment to the extent required by the Government and provide such tools as may be needed for disassembly/reassembly.

4. Provide facilities, e.g., office space, review room, access to telephone/facsimile, etc., for the Government provisioning team and contractor personnel. The number of Government participants in the LPR will be provided to the Contractor prior to the LPR.

5. Ensure the participation of contractor personnel with detailed knowledge of the subject matter they represent in attendance, e.g., provisioning, provisioning technical documentation, hardware/software maintenance, engineering, and system design.

The Government reserves the right to request additional LPRs and updates to LMI data required to support the system/equipment (product). As a result of the LPR, the Contractor must ensure the availability of an aftermarket source of recommended spare parts and any recommended support equipment at the OEM/vendor’s distribution sites. The Contractor must provide a top-down hardware breakdown structure to the LRU level and ensure the availability of recommended spare parts and support equipment at the OEM/vendor’s distribution sites. After the LPR, the Contractor must deliver the Final Breakdown Structure to the COR for review and approval.

C.4.4.5.3 Provisioning for Depot Spares

After the LPR, the Government may order depot spares as required. If ordered, the Contractor must package and ship the identified spares to the FAALC, or the vendor’s depot as determined during the Post Award Summit.

The Government may, at its discretion, opt not to create its own CDLS warehouse but instead establish an agreed-upon list with specific ship times that the vendor will honor. This list will serve as the basis for CDLS inventory.

C.4.4.5.4 Provisioner Cataloging

The Contractor must provide the information used for the screening of the Defense Logistics Information Service (DLIS) for National Stock Numbers (NSN) entered in the LMI database (Item Identification).

Information may not be more than 60 days old from the date of delivery. Screening results must be documented. With the approval of the Government, the Contractor may use a current personal computer-based parts list/software program for this requirement.

After completing the DLIS screening, the Contractor must provide the screening results to the Government. The specific format and content of the LMI data required should be in accordance with the CDRL/DID L007.

The Contractor must also identify and provide technical data necessary for the cataloging of parts to the appropriate Government database. The documentation should include identification of critical parts and any associated support data. Additionally, the Contractor must ensure that items identified as not meeting the CDLS P1 designation are highlighted in the documentation.

Finally, the Contractor must ensure that any information used for screening is no more than 60 days old from the date of delivery. The Contractor may use a current personal computer-based parts list/software program to meet this requirement with the CO/COR's approval.

Items identified as proprietary must be clearly marked and identified as PROPRIETARY.

C.4.4.6 CDLS

The Government may decide that it is in the best interest of both parties to use CDLS, whereby the Contractor supports the Government by providing logistics for depot spares directly, instead of the Government storing parts at the Federal Aviation Administration Logistics Center

(FAALC).

The CDLS process is defined as a method for the Contractor to support the Government by supplying and managing defined parts and services directly from the Contractor’s facility, unless otherwise specified by the Government CO, COR, PM, or authorized representative.

The Contractor must ensure the availability of parts support or an aftermarket source of recommended spare parts and support equipment at the OEM/vendor’s distribution sites.

C.4.4.6.1 CDLS Program Review (CDLSPR)

As required, the Contractor must host a CDLSPR to determine the level of support needed to sustain the system/equipment (products). The CDLSPR should take place after the LPR, where provisioning efforts are determined.

CDLS discussions will center around the overall level of CDLS support, management, the initial parts lay-in, depot-level stocking levels, parts repairs, and other related support functions. This includes tasks such as sustainment engineering for parts, supply chain management, and various parts and repair activities.

When the government PM decides to implement CDLS, the level of program management and planning efforts for CDLS will be provided through a task order funded by the FAALC once the system/equipment (product) is no longer under warranty and is in the operational phase of the program.

When CDLS is ordered, the Program Office will provide an initial lay-in of spares based on the RSPL and Provisioner’s recommendation or approximately 10% of parts to support the number of systems/equipment/products to be fielded.

A FAALC COR may be assigned, to provide CDLS oversight and direction and to manage, validate, and process payment for CDLS invoices.

C.4.4.6.2 CDLS General

This section defines requirements for CDLS program management and the planning efforts for CDLS services to support the programs system/equipment (products) parts.

Sites will order (requisition) a serviceable replacement or repaired part through the FAA Logistics Center Support System (LCSS) for processing to the CDLS Vendor's Website. The Government Logistics Planner will process the order through the CDLS Website for contractor fulfillment. These orders can be incrementally, or bulk funded through a CDLS task order submitted by FAALC.

The Government may, at its discretion, opt not to create a CDLS warehouse but instead establish an agreed-upon list with specific ship times that the vendor will honor. This list will serve as the basis for the CDLS inventory, Level 1. Reference C.4.6.12, CDLS Delivery Requirements.

Levels of CDLS Operations:

CDLS Level 1: Requires the vendor to provide one person who has both the technical knowledge and skill to fulfill orders via the FAA’s CDLS Vendor’s Website, or a combination of two (2) people for each requirement. The priorities in Section J.4.6.12 must apply for all parts delivery. When the priority timeframe cannot be met due to unusual circumstances, the Contractor must notify the FAALC Planner and CDLS COR.

CDLS Level 2: Requires minimal Program Management oversight. It requires two (2) to three

(3) personnel to monitor the FAA’s CDLS Vendors Website, process orders, and maintain stock and equipment (product) parts. Personnel must have the technical knowledge and experience to identify equipment (products). Personnel must process repairs and purchase expendable or replacement parts to ensure stocking levels meet field requirements depending upon demand, lead times, economies of scale, obsolescence, cannibalization, and the level of recurring field orders. Normally, a quarter of a year's stock should be maintained, although circumstances may cause minimum to maximum stock levels to change. The priorities in Section J.4.6.12 must apply for all parts delivery. When the priority timeframe cannot be met due to unusual circumstances, the Contractor must notify the FAALC Planner and CDLS COR.

CDLS Level 3: Requires a dedicated CDLS Integrated Logistics Manager for oversight. The logistics manager may or may not be the same individual as the Contractor's PM for F&E equipment (products). This requirement is for a larger level of effort. It requires personnel to monitor the FAA’s CDLS Vendors Website, process orders, and maintain stock and equipment (product) parts. This level can include multiple personnel who must have the technical knowledge and experience to identify equipment (products). Personnel must process repairs and purchase expendable or replacement parts to ensure stocking levels meet field requirements depending upon demand, lead times, economies of scale, obsolescence, cannibalization, and the level of recurring field orders. Normally, a quarter of a year's stock should be maintained, although circumstances may cause minimum to maximum stock levels to change. The priorities in Section C.4.6.12 must apply for all parts delivery. When the priority timeframe cannot be met due to unusual circumstances, the Contractor must notify the FAALC Planner and CDLS COR.

C.4.4.6.3 Contractor's CDLS Integrated Logistics Management

When a CDLS logistics manager is required, the Contractor will assign a qualified individual to provide control, coordination, and oversight of the CDLS warehouse and its activities. The manager must develop a process to ensure that parts are available when needed. They must have technical experience and the authority to ensure efficient warehouse processes are executed that focus on results and leverage technology and strategies to quickly meet Government requirements. The logistics manager must be the single focal point within the Contractor's organization for all CDLS program work.

This service must commence upon the expiration of the warranty for each system (product) purchased. The CDLS logistics manager must plan for a minimum of one quarter of a year's stock by tracking site requirements and Mean Time Between Failure (MTBF). The Contractor must take into consideration long lead times, obsolescence, and economies of scale purchasing when ordering new stock or repairing parts, which can adjust the minimum stock levels.

Anomalies will be discussed with the FAALC Planner or CDLS COR to determine future action.

C.4.4.6.4 CDLS Requirements

The Contractor must furnish all labor, management, facilities, materials, equipment, piece parts, tools, and services required to perform depot-level repair and supply.

The Contractor is responsible for the initial lay-in of piece parts required for use in the repair of failed items. These parts must remain the property of the Contractor at a designated CDLS warehouse location until a piece part can be incorporated into a government owned repaired part, at which time they become Government property. All parts removed during repair become the property of the Contractor.

The Contractor is responsible for internal research and support, including the repair and replacement of existing parts. The Contractor will provide the Government with an obsolescence report during each CDLSPR and include a copy with billing submissions. The Contractor must monitor parts usage, Mean-Time-Between-Failure (MTBF), long lead items, obsolescence, and stock accordingly.

If a 3F part is utilized for the replacement part, the Bill of Materials (BOM), Field service bulletins, software, firmware, or spare parts for system planning and purchases throughout the contract period must be updated and submitted to the Government or reflected on the vendor's website when used by the government.

C.4.4.6.5 CDLS Storage Warehouse

The Contractor must, at the request of the Government, establish a CDLS warehouse for parts management, storage, repair, and support for the systems (products) parts purchased under this contract. When the Contractor is tasked with furnishing a CDLS storage warehouse, the following warehouse management requirements apply.

This service must commence for parts purchases and repairs with the expiration of the current year of installation plus one year or until the warranty period has expired for each installation site or two (2) years. At two (2) years, the systems (products) are defined as operational, and the support, replacement, or repair of parts and funding become the responsibility of the Government's Maintenance Support Program (MSP) through CDLS.

The Contractor is responsible for sufficiently supporting field requirements as identified in C.4.6.12, CDLS Delivery Requirements. Warehouse space must be established to facilitate the rapid deployment and storage of systems (products) parts for repair and replacement. Warehouse space must initially be commensurate with the number of parts deemed necessary during the LPR and to support the initial lay-in of parts by the Contractor and the Program Office.

Warehouse sizing may be increased as demand for repair or expendable parts increases, based on the frequency of orders submitted through the contract via the CDLS Vendor's Website.

The CDLS warehouse space must be a secure area with access door(s) sized to allow for free movement of parts and products. The Contractor's Logistics Manager or Government CDLS COR are the only individuals who can authorize personnel access to the secure warehouse area.

The Contractor must store returned/repairable parts in the CDLS warehouse for Exchange and Repair (E&R) unless otherwise instructed by the FAALC Planner. The parts must be repaired and restored to a like-new appearance/serviceable condition, defined as a part in perfect working condition that appears unused and shows little signs of wear or cosmetic damage, unless otherwise instructed by the Planner or CDLS COR. If the part is returned as Repair and Return (R&R), the part must be repaired to a serviceable condition and returned to the site.

When the cost of a part is $600 and above and the part can be repaired for less than 50% of the current price, then the part must be repaired via E&R or R&R. If the repair cost is over 50%, the part may be deemed expendable with COR or CO approval. If a part is at risk of being obsolete, then expendability rests with the COR.

The CDLS inventory requirements include:

1. Inventory tracking, quality control measures, and dedicated customer service staff.

2. A warehouse management system to manage and control daily warehouse operations from the moment a part enters the warehouse to the moment it leaves (e.g., receiving, inventory control, order processing, and traceability).

3. Ability to receive defective parts directly from the field for repair or evaluation.

4. Provide all packaging, packaging supplies, and custom packaging, including ocean containers, crates, boxes, skids, and specialty skids (Reference Section D, Packaging and Marking).

5. Provide all packaging services, such as ocean container loading, loading and containing skids, building or purchasing crates, and boxing of equipment/products.

6. Shipping logistics coordination as well as the required paperwork and application of all necessary markings.

C.4.4.6.6 Supply Support

CDRL/DID L009: Monthly Report

Supply support includes all considerations necessary to ensure an optimally supportable warehousing system with a defined supply support structure. Supply support involves management actions, procedures, traceability, and techniques necessary to determine requirements for acquiring, receiving, storing, transferring, issuing, and disposing of spares, repair parts, and supplies, as well as acquiring, distributing, and replenishing inventories.

The Contractor's CDLS logistics manager must provide a method for Warehouse Management:

1. Warehouse Management System

2. CDLS order reporting

3. Equipment (products) parts traceability

4. Determining min/max quantities

5. Reporting status of parts serviceability

6. Identifying repairable (R) versus expendable (E) parts

7. Identifying long lead items and documenting lead times

8. Identifying parts nearing obsolescence

9. Documenting parts shipped

10. System reporting as identified by the CDLS Government COR.

The warehouse management system must be approved by the Government. These reports will provide the necessary documentation to support monthly invoices.

C.4.4.6.7 CDLS Website for Vendor Order Interface Procedures

Attachment J.08 CDLS Vendor User Guide

The Contractor must utilize the FAA Logistics Center (FAALC) CDLS Website (referred to as the CDLS Vendor’s Website) vendor interface to download parts orders from the field.

Sites will order (requisition) a serviceable replacement or repaired part through the FAA Logistics Center Support System (LCSS).