06.A04.PWS_CorporateMaintenanceContract2026.06.22_rev3_CSM_FINAL.docx

PERFORMANCE WORK STATEMENT (PWS)

MAINTENANCE CONTRACT FOR INDUSTRIAL PLANT EQUIPMENT (IPE)

AT PEARL HARBOR NAVAL SHIPYARD (PHNSY & IMF)

1. BACKGROUND

1.1 Pearl Harbor Naval Shipyard & Intermediate Maintenance Facility (PHNSY&IMF) is a US Navy regional industrial center that maintains, overhauls and repairs various vessels of the US Navy. Located on the island of Oahu, Hawaii, the shipyard’s industrial operations provide the US naval forces with a wide range of services and resources with direct and indirect support to submarines, surface vessels and shore-based activities in the Pacific.

2. OBJECTIVE and SCOPE

2.1 The Contractor shall provide a Trained Certified Technician to perform annual on-site, preventive maintenance (PM), repair, and calibration analysis services on Industrial Plant Equipment (IPE) listed in Appendix A to a fully operational condition. The contractor shall provide a trained and certified Original Equipment Manufacturer (OEM) technician to perform maintenance and calibration analysis on the equipment listed in Appendix A.

3. PLACE OF PERFORMANCE

3.1 All services shall be accomplished inside buildings located within the Controlled Industrial Area (CIA) at PHNSY&IMF; JBPHH, HI.

4. COVERED EQUIPMENT LIST

4.1 The Contractor shall refer to all IPE covered under this contract by manufacturer’s name, model number, item description, and serial numbers as designated in Appendix A to this PWS. During the term of this contract, the government may remove obsolete or unrepairable IPE. Contractor maintained equipment shall include equipment from the following Federal Supply Class (FSC):

4.1.1 FSC 3408 – Machining Centers & Way Type Machines

4.1.2 FSC 3415 – Grinding Machines

4.1.3 FSC 3416 – Lathes

4.1.4 FSC 3417 – Milling Machines

4.1.5 FSC 3445 – Punching and Shearing Machines

4.1.6 FSC 4940 – Shop Specialized Equipment

4.2 The Contractor shall deem all equipment identified as Criticality 1 on Appendix A as critical assets, deemed mission essential, and top priority, unless advised differently by Technical Point of Contact (TPOC) and/or Contracting Officer’s Representative (COR).

5. DESCRIPTION OF SERVICES

5.1 The Contractor shall be responsible for the planning and scheduling of annual PM and calibration analysis of all identified pieces of equipment listed in Appendix A. The Contractor shall coordinate all maintenance and calibration services and ensure completion by trained personnel in accordance with (IAW) industry standards and OEM recommended guidelines or equivalent. Coordination will include providing transportation, equipment, parts, tools, materials, supervision, data entry, training and all other items and services necessary to maintain the IPE identified in Appendix A of this PWS. The Contractor shall be responsible for the operational status of all equipment and mitigation of problems in a method that minimizes machine down time. The Contractor shall ensure all residue generated during services is removed and the work site is cleaned at the completion of each task.

5.2 The Contractor shall schedule the performance of work between the hours of 6:30 a.m. and 3:00 p.m., Monday through Friday, excluding federal holidays. Alternate work schedules (nights and/or weekends) may be an option to support PHNSY&IMF’s production schedule.

5.3 Kick-Off Meeting: The contractor shall host a joint Government/Contractor kickoff meeting within 30 days after contract award. The meeting will be held at a location determined by the government. The meeting attendees shall include government and contractor personnel and accomplish team introduction, and discussion of contractual terms and conditions. The Contractor shall document and provide meeting minutes for Government review and approval within 10 calendar days from the completion of the meeting.

5.4 On-Site Contractor Requirements:

5.4.1 On-Site Project Management: Contractor shall provide on-site project management for the duration of annual PM and calibration analysis services that will be responsible for the following (minimum):

5.4.1.1 The Contractor shall communicate daily with PHNSY&IMF maintenance work center to ensure all deliverables are electronically captured.

5.4.1.2 The Contractor shall deliver service reports in the approved format to be referenced in the future.

5.4.1.3 The Contractor shall coordinate with any necessary outside service providers to receive parts / materials for contract service work. The Contractor shall coordinate with PHNSY&IMF maintenance work center or TPOC to facilitate receipt of parts and material.

5.4.1.4 The Contractor shall coordinate with the production shops, TPOC, COR and subcontractors (if any) to schedule IPE downtime for services.

5.4.1.5 The Contractor shall coordinate with PHNSY&IMF personnel to ensure access into the CIA is cleared for technicians prior to performing services within the CIA, including electronic diagnostic equipment.

5.4.1.6 The Contractor shall coordinate with the TPOC/COR if electronic equipment (laptop, tablets, etc.) is needed to perform servicing of equipment. Approval by PHNSY&IMF Information Technology (IT) department is needed prior to entering the CIA.

5.4.2 On-site Mechanical and Electric Subject Matter Expert(s) (SME): Contractor shall provide on-site SME(s) for the duration of annual PM and calibration analysis services with knowledge and responsibilities in the following areas:

5.4.2.1 SME(s) shall have expertise as follows:

5.4.2.1.1 Programmable Logic Controls (PLC)

5.4.2.1.2 Computer Numerical Controls (CNC)

5.4.2.1.3 Electronic Controls

5.4.2.1.4 Hydraulic Controls

5.4.2.1.5 Pneumatic Controls

5.4.2.1.6 Reading and interpreting mechanical drawings and schematics

5.4.2.1.7 Servicing and maintaining equipment including motors, hydraulic systems, transmission systems, and production-related equipment

5.4.2.1.8 Inspecting and assessing the functionality of production machines

5.4.2.1.9 Troubleshooting mechanical, electrical, and electronic breakdowns

5.4.2.1.10 Adjusting mechanical parts using hand and machine tools

5.4.2.1.11 Conducting routine maintenance and safety checks

5.4.2.1.12 Mechanical and electrical systems maintenance

5.4.2.1.13 Parametric and industrial control systems

5.4.2.2 SME shall file and organize electronic service reports.

6. PERFORMANCE REQUIREMENTS

6.1. The Contractor shall be responsible to coordinate on-site visit(s) with the TPOC and COR for annual PM, repair and calibration analysis no later than forty-five (45) days prior to the agreed-upon scheduled date.

7. CONDITION ASSESSMENT

7.1. The Contractor shall schedule and perform annual PM checks and services with the applicable service providers for all IPE listed in Appendix A, IAW OEM procedures and standards or equivalent recommended guidelines to assure continued uptime and machine reliability. PM checks on IPE listed in Appendix A shall be conducted annually. The contractor shall accomplish comprehensive checks on all machines by trained technicians. The contractor shall ensure annual checks are performed IAW with OEM or equivalent procedures and standards, to include a minimum of the following checks and services if applicable to equipment.

7.1.1. Way Lube Systems

7.1.2. Pneumatic Systems

7.1.3. Coolant System

7.1.4. Mechanical Systems

7.1.5. Electrical Systems

7.1.6. Gib Adjustment

7.1.7. Ball Bar Calibration

7.1.8. Machine Alignment

7.1.9. Combustion tune-up (applicable to boilers, ovens, furnaces, etc.)

7.1.10. Operational Checks

7.1.11. Safety Device inspection

7.1.12. Repeatability

7.1.13. Excessive Backlash

8. TECHNICAL INFORMATION

8.1. The contractor shall obtain technical documentation required for PM that is not in possession of PHNSY&IMF. Such technical documentation shall become the property of PHNSY&IMF.

8.2. Technical information (drawings, manuals, etc.) currently possessed by PHNSY&IMF needed for maintenance may be used upon request. The Contractor shall replace lost technical information owned by PHNSY&IMF throughout their possession.

9. PREVENTIVE MAINTENANCE (PM)

9.1. The contractor shall be responsible for planning, scheduling, and ensuring performance of all annual PM services required to maintain all equipment identified in Appendix A in the fully operational condition as prescribed by the OEM guidelines or equivalent guidance.

9.2. Each PM shall include visual and operational checks of all components, lubrication, inspection, adjustment, repair, replacement of electrical components/controls, and cleaning of interior spaces. Contractor shall ensure testing is conducted of IPE for proper operation IAW the OEM or equivalent procedures. Contractor shall ensure all parts necessary to replace defective parts and materials are provided and ensure IPE functions in proper operating condition. All parts used in the repair of equipment must be OEM components or equivalent. Parts are not required to be replaced only for aesthetic purposes.

9.3. The Contractor shall perform Comprehensive Calibration Analysis and Maintenance where needed to keep the machine(s) IAW OEM specifications or equivalent.

9.4. The Contractor shall ensure all equipment is maintained by trained technicians IAW the manufacturer’s specification. Calibration services shall be performed during annual PM IAW industry standards, which shall include a complete visual and operation check of all components. The Contractor shall ensure certification of system output which entails inspection and services IAW OEM specifications or equivalent is completed.

9.5. Should the Contractor, in the course of performing PM determine that additional parts beyond the recommended OEM replacement parts are required to restore the unit to full operation, the TPOC and COR shall be advised in writing. The Contractor shall not proceed with repairs without authorization from the Contracting Officer (KO) or designated contracting official.

9.6. Once the PM is complete, the contractor shall immediately notify the TPOC and COR and provide in writing all deficiencies identified during the performance of the PM event. The contractor shall submit a work performed summary consisting of PM performed and description of operational issues identified, replacement parts and services recommended.

9.7. The contractor shall ensure placement of a sticker on each machine that indicates the annual PM has been complete. The sticker shall have the following features:

9.7.1. Shall include the date that the PM was completed

9.7.2. The sticker shall be a different color for each option year

9.7.3. The sticker shall not be colored yellow or magenta

9.7.4. Size shall be within the range 1” x 1” – 2” x 2”

9.7.5. Shall be designed to be resistance from coolants / oils.

10. CERTIFICATION AND CALIBRATION

The Contractor shall schedule and ensure performance of calibration analysis inspections. All calibration analysis inspections shall be performed IAW OEM specifications or equivalent and ISO 230-1: 2012.

11. CONSUMABLES, REPLACEMENT PARTS AND MATERIALS

Consumables, replacement parts and materials are priced at the task order level under the recurring PM or reactive services Contract Line Item Number (CLIN) accordingly to allow the flexibility for maintenance consumables to be acquired. Ensuring consumables, replacement parts and materials is the responsibility of the contractor. The contractor shall provide TPOC and COR with a list of consumables, parts, and/or materials estimate(s) prior to their acquisition. Written notice to proceed from the KO is required and will be provided within five (5) business days. Hazardous Waste and scrap metals shall be transferred to PHNSY & IMF. For specific guidelines and procedures governing the use and disposal of hazardous material or waste, direct all questions to the government.

11.1 Consumables

11.1.1 The contractor shall ensure maintenance consumables for all relevant equipment is provided on an as-needed basis and as part of the PM. Maintenance consumables shall be provided within 10 days of the contractor receiving the request. Maintenance consumables include, but are not limited to, deionized water, filters, gear & spindle oil, way lube, grease, tooling. The TPOC is responsible for determining equipment and material that qualifies as a maintenance consumable.

11.2 Replacement Parts and Materials

11.2.1 The contractor shall ensure the use of OEM parts or when unavailable and with written notice, parts of equal quality may be used.

11.2.2 Replacement of Spare Parts: The contractor shall coordinate the provision of all materials needed to accomplish maintenance on all machines in support of scheduled annual maintenance.

11.2.3 Disposal of Replaced Parts: Non-consumable parts that have been removed from the equipment and replaced are the property of the Government with an exception for parts that must be returned due to an associated core charge. The contractor shall take possession of and handle the return of any part that has an associated core charge. The contractor shall ensure disposal of nonconsumable parts removed from the equipment after receiving approval for disposal from the TPOC. The contractor shall ensure disposal of consumable parts, such as gaskets and filters, IAW applicable Municipal, State, and Federal Regulations.

12. EXCLUSIONS

Maintenance Service under this contract shall not include utility changes external to the equipment disconnect switch.

13. WARRANTY OF PARTS

All maintenance shall carry the standard commercial warranty from the time of repair. All parts shall be warranted against any defects in material and workmanship for one (1) year after the date of installation.

14. REPORTS

At the end of each maintenance visit, the contractor shall provide the TPOC and COR with a written report detailing services rendered. Report shall be available in electronic forms (PDF) and contain the following.

14.1. PM Reports: The contractor shall complete and submit a PM and comprehensive diagnostic report for all of the equipment listed in Appendix A. The PM report shall be submitted within thirty (30) days after PM completion and the comprehensive diagnostic report shall be required within thirty (30) days of the completion of the condition assessment. The contractor shall immediately notify the COR verbally and provide in writing within 10 calendar days of the event, all deficiencies identified during the performance of a PM event. The contractor shall submit a work performed summary consisting of PM performed and description of operational issues identified, replacement parts and services recommended.

14.2. Certification and Calibration (C&C) Report: The contractor shall submit a comprehensive detailed C &C report to TPOC & COR for all of the equipment listed in Appendix A within thirty (30) calendar days after each PM service and yearly thereafter.

14.3. The contractor shall maintain electronic records of all PM and C&C Reports to be referenced in the future. The contractor shall provide all reports to PHNSY&IMF upon request.

15. SERVICE DELIVERY SUMMARY

Paragraph

16. QUALITY ASSURANCE

16.1. The Contractor is responsible for implementing and maintaining a Quality Assurance Plan (QAP) to ensure performance meets or exceeds contract requirements and results in the correction of potential and actual problems. The QAP shall be implemented on the first day of contract performance. On request, the QAP shall be delivered to the KO or designee within 5 business days.

17. QUALITY ASSURANCE SURVEILLANCE PLAN

The Government shall evaluate the contractor’s performance under this contract IAW “Appendix B” Quality Assurance Surveillance Plan (QASP). This QASP is primarily focused on what the Government must do to ensure that the contractor has performed IAW performance standards. The QASP defines how the performance standards will be applied, the frequency of surveillance, and acceptable quality level(s).

17.1. Quality Management System (QMS): The Contractor shall establish and maintain a complete QMS program IAW provisions specified herein. The Contractor’s QMS program shall provide an effective and efficient means of identifying and correcting problems throughout the entire scope of operations. The QMS program shall address:

17.1.1. Accurate documentation of work processes, procedures, and output measures.

17.1.2. A systematic procedure for assessing compliance with OEM specifications or equivalent guidelines.

17.1.3. Accurate documentation of quality inspections and surveillance conducted throughout the execution of work.

17.1.4. Assessment-driven corrective actions and process adjustments as appropriate in a timely manner.

17.2. Quality Management (QM) Plan: The Contractor shall develop and submit a QM Plan per the QASP after contract award and within seven (7) calendar days of any changes. The QM plan shall describe the QMS methodology and approaches used under this contract. Any changes that are made during the period of performance must be submitted to the COR. The COR will forward the revised QM Plan to the KO for acceptance. The Contractor’s QM Plan shall include, at a minimum, the following:

17.2.1. Policy and objectives of the QMS

17.2.2. Quality organization

17.2.2.1. List of personnel

17.2.2.2. Responsibilities & lines of authority

17.2.2.3. Training and qualifications

17.2.3. Approach to assuring quality of services provided and conformance with OEM or equivalent specifications

17.2.4. Methods and procedures for effective planning, operation and control of processes and performance of work

17.2.5. Procedures for inspection and surveillance of services

17.2.5.1. Scheduling and performance of inspection and surveillance

17.2.5.2. Measurement, data collection and analysis

17.2.5.3. Corrective action, preventive action, and continuous improvement

17.2.5.4. Oversight of subcontracted work

17.2.6. Documentation and records management

17.2.7. Communication with Government (customers)

17.3. Quality Inspection and Surveillance:

17.3.1. The Contractor shall establish and maintain an inspection and surveillance system IAW FAR Clause 52.246-4, INSPECTION OF SERVICES – FIXED PRICE, to ensure that the work performed conforms to contract requirements. The Contractor shall document and maintain the following:

17.3.1.1. All scheduled and performed inspections and surveillances

17.3.1.2. Inspection and surveillance results

17.3.1.3. Dates and details of corrective and preventive actions.

17.3.2. The quality inspection and surveillance file shall be the property of the Government and made available during the Government’s regular working hours. This file shall be turned over to the KO within five (5) calendar days of contract termination.

17.4. Quality Assurance Provisions:

17.4.1. Equipment shall be operational and serviceable after completion of each service. Prior to leaving the area, the contractor shall demonstrate to the COR, TPOC, or designated alternate that the equipment is operational and shall provide a Certificate of Completion (COC) attesting that the work completed meets all technical requirements. The COR, TPOC, or designated alternate will certify that the equipment performs to OEM standards or equivalent.

17.4.2. All documentation, i.e. reports, certifications, schedules, operation manuals, maintenance manuals, programming manuals, drawings, vendor literature, laminated note cards, metal name and service plates, service bulletins, upgrade bulletins, and all associated charts/graphs, shall be written in the English language and grammatically correct.

17.4.3. Disputes: Any disputes between the maintenance technician and the COR, TPOC, or designated alternate regarding satisfactory performance will be immediately referred to the KO.

18. SHIPYARD RESPONSIBILITIES

The shipyard will be responsible for the following:

18.1. All Lifting and Handling work involving the use of a crane or forklift.

18.2. Disposal of oil waste and hazardous material.

18.3. Ensure all service personnel have access to PHNSY&IMF CIA.

18.4. Provide environmental monitoring.

18.5. Provide access to place of performance.

18.6. Provide appropriate work area, e.g. lay down areas for materials supplied by the contractor etc.

19. GOVERNMENT FURNISHED SERVICES

19.1. Electricity, water, and equipment-required gases (if necessary) will be available to perform troubleshooting/performance testing.

20. CONTRACTOR REQUIREMENTS

20.1. Security Requirements:

20.1.1. The contractor must be a U.S. Citizen. The Contractor shall pass a background check and register with the Defense Biometric Identification System (DBIDS) to gain access to Pearl Harbor Naval Shipyard & Intermediate Maintenance Facility (PHNSY&IMF). Only those individuals with favorable investigations shall be utilized on this contract. The contractor must coordinate with PHNSY&IMF to obtain a gate pass at building 3455 Pass Office. It is not unusual for the pass process to take an hour or more. After receiving award, to ensure all contractors assigned to the contract obtain base access, the Contractor must complete SECNAV 5512/1 (latest version) for each personnel with their full name; Social Security number; date of birth, place of birth, and citizenship.

20.1.2. Contractor personnel must meet the requirements for unescorted entry, green badge, to PHNSY&IMF areas. Escorted access to Controlled Nuclear Information Areas (CNIAs) and Nuclear Work Areas (NWAs) must be coordinated with the cognizant Department Security Coordinator to ensure that the area is sanitized and the escort is properly briefed/knowledgeable of the area. The Contractor must follow the applicable requirements listed below in paragraph 23 ATTACHMENTS and brief their personnel to ensure compliance. Non-compliance with applicable items in Attachments is a material violation of the contract. Should Contractor personnel receive or suspect they have learned unauthorized sensitive information, they must identify and immediately report suspicions to the COR.

20.1.3. Contractor shall comply with all security guidelines specified in APPENDIX III.

21. CONTRACTOR PERSONNEL

21.1. The Contractor shall furnish sufficient personnel to perform all work specified within this performance work statement. Contractor is required to comply with Public Law 105-270, Section 5(2) (A). This law states that contractors will not perform inherently governmental functions. Section 5(2)(A) of this Public Law defines the term “inherently governmental function” as “a function that is so intimately related to the public interest as to require performance by Federal Government employees.” Per Section 5(2) (B), inherently governmental functions include management of Government programs requiring value judgments, conduct of foreign relations, selection of program priorities, and the direction of intelligence and counter-intelligence operations. Per Section 5(2) (C), inherent governmental functions DO NOT include, (i) gathering information for or providing advice, opinions, recommendations, or ideas to Federal Government officials; or (ii) any function that is primarily ministerial and internal in nature.”

21.2. Contractor personnel shall not establish an employee-employer relationship with Government personnel under this contract.

21.3. Contractor shall not provide personal services.

21.4. Contractor personnel will make clear to all individuals they engage with that they are Contractor employees and not Government employees. When participating and introducing themselves during official events wherein Government, non-Government, or foreign personnel are present, Contractor personnel will identify themselves as employees of the Contractor. Contractor personnel must be clearly identified (i.e. company shirt, pin, visible company ID, etc.) in a visible location as to who their employer is.

21.5. Contractor personnel shall not manage, supervise, or task Government employees or military personnel. Contractor personnel may not make any commitment to non-Government personnel, including a foreign official, which commits the expenditure of U.S. Government resources.

21.6 Work shall be performed in the hours of 6:30 a.m. through 3:00 p.m., Monday through Friday, excluding Federal Holidays.

21.7 Federal Holidays:

All Federal Holidays Observed.

If the Federal Holiday falls on a Saturday, the holiday is observed on the preceding Friday.

If the Federal Holiday falls on a Sunday, the holiday is observed on the following Monday.

22. Safety and Environmental

22.1. Contractor shall comply with Safety and Health work practices for PHNSY & IMF, Appendix I.

22.2. Contractor shall comply with Environmental guidelines for PHNSY & IMF, Appendix II.

23. ATTACHMENTS

23.1 APPENDIX I: Safety and Health Work Practices for Contractors working with Pearl Harbor Naval Shipyard and Intermediate maintenance Facility (PHNSY&IMF). (Rev. July 2024)

23.2 APPENDIX II: Environmental Protection Guidelines for Contractors on Facilities Projects at Pearl Harbor Naval Shipyard & Intermediate Maintenance Facility (Rev. 16 Oct 2019)

23.3 APPENDIX III: Contractor Security Requirements for PHNSY&IMF’s Controlled Industrial Area, Security Islands, Controlled Nuclear Information Areas, Nuclear Work Areas and/or Other Sensitive Areas (Rev. Feb 2026.)

Appendix A