25R5302BHLSolicitation.pdf

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until 12:00 AM local time 27 Feb 2025

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RATING PAGE OF PAGES

7. ISSUED BY

(Date)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA

FAR (48 CFR) 53.214(c)

1 96

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS

SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

M67854 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and 1 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and

See Section L conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

TOMMIE KLISE 703-785-2894

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

2 - 21

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT X

PACKAGING AND MARKING

22 - 51

J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

X K

REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA 55 - 57 X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror) 58 X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

(X) SEC. DESCRIPTION (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIO NS AND INSTRUCTIO NS

PART III - LIST O F DO CUMENTS, EXHIBITS AND O THER ATTACHMENTS

59 - 75

PART II - CO NTRACT CLAUSES

MARCORSYSCOM CT

ATTN:TOMMIE.KLISE@USMC.MIL

2200 LESTER STREET

QUANTICO VA 22134 703-785-2894

FAX:

TEL:

FAX:

TEL:

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

6. REQUISITION/PURCHASE NO.5. DATE ISSUED

27 Jan 2025

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

M6785425R5302

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 169 Each Backhoe Loader (BHL)

FFP

The contractor shall produce and deliver BHLs in accordance with (IAW) the

Statement of Work (SOW) Section C. and the Performance Specification (PSpec)

(See Section J.2 - Attachment 001). Ordering period is from contract award through end of 12th month. Maximum 169. PSC 3990.

Step-ladder pricing FY25:

NOTE: The requirements in DFARS 252.211-7003, Item Identification and

Valuation, are applicable for this line item. The contractor shall provide DoD unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 0001

PSC CD: 3990

NET AMT

0002 69 Each Fork Attachment

FFP

The contractor shall provide BHL fork attachment IAW SOW Section C and PSpec

(See Section J.2 - Attachment 001). Ordering period is from contract award through end of 12th month. Maximum 69. PSC 3990.

Step-ladder pricing FY25 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 0002

0003 12 Months Contractor Support of Government Testing

FFP

The Contractor shall conduct support during testing by the Government IAW SOW

Section C paragraph 3.7.2. Ordering period is from contract award through end of

12th month. Maximum 12. PSC 3990.

FOB: Destination

MFR PART NR: 0003

0004 3 Each Product Verification Test Assets

FFP

The Contractor shall deliver PVT assets IAW SOW Section C. paragraph 3.7.3.

PSC 3990.

NOTE: The requirements in DFARS 252.211-7003, Item Identification and

Valuation, are applicable for this line item. The contractor shall provide DoD unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 0004

0005 3 Each Refurbishment and Retrofit

FFP

The Contractor shall refurbish and retrofit test asset units IAW SOW Section C paragraph 3.7.4-3.7.5. PSC 3990.

NOTE: The requirements in DFARS 252.211-7003, Item Identification and

Valuation, are applicable for this line item. The contractor shall provide DoD unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 0005

0006 1 Each Product Verification Testing Training

FFP

The Contractor shall conduct PVT training IAW SOW Section C Paragraph

4.4.10.1. PSC 3990.

FOB: Destination

MFR PART NR: 0006

0007 15 Each NET Training (CONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators and maintainers IAW SOW Section C paragraph 4.4.10.2-4.4.10.3. Ordering period is from contract award through end of 12th month. PSC 3990.

MFR PART NR: 0007

0008 5 Each NET Training (OCONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators is from contract award through end of 12th month. PSC 3990.

MFR PART NR: 0008

0009 1 Each

DATA - CDRLS

FFP

The Contractor shall submit data IAW Contract Data Requirements List (See

Section J.1 - Exhibit List). This CLIN is not separately priced (NSP). Period of performance is from contract award through end of 60th month. PSC 3990.

FOB: Destination

MFR PART NR: 0009

0010 4 Each Spare Parts Kits (SPKs)

FFP

The Contractor shall provide four (4) total kits for delivery to SMUs located at I, II, III MEF and MARFORRES IAW SOW Section C Paragraph 3.1.2. Ordering period from Contract award through end of 12th month. PSC 3990.

FOB: Destination

MFR PART NR: 0010

0011 20 Each Preventive Maint Checks & Svs Kit (PMCS)

FFP

The Contractor shall provide twenty (20) total PMCS kits to the SMUs located at I, II, III MEF and MARFORRES (4 per site) IAW SOW Section C Paragraph 3.1.3.

Ordering period Contract award through end of 12th month. PSC: 3990.

FOB: Destination

MFR PART NR: 0011

1001 169 Each Backhoe Loader (BHL)

FFP

The contractor shall produce and deliver BHLs IAW SOW Section C and the

Performance Specification (PSpec) (See J.2 - Attachment 001). Ordering period is from end of 12th month through end of 24th month. Maximum 169. PSC 3990.

Step-ladder pricing FY26 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 1001

1002 69 Each Fork Attachment

FFP

The contractor shall provide BHL fork attachment IAW SOW Section C and PSpec

(See Section J.2 - Attachment 001). Ordering period is from end of 12th month through end of 24th month. Maximum 69. PSC 3990.

Step-ladder pricing FY26 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 1002

1003 15 Each NET Training (CONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators is from end of 12th month through end of 24th month. PSC 3990.

MFR PART NR: 1003

1004 5 Each NET Training (OCONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators is from end of 12th month through end of 24th month. PSC 3990.

MFR PART NR: 1004

1005 4 Each Spare Parts Kits (SPKs)

FFP

The Contractor shall provide four (4) total kits for delivery to SMUs located at I, II, III MEF and MARFORRES IAW SOW Section C Paragraph 3.1.2. Ordering period is from end of 12th month through end of 24th month. PSC 3990.

FOB: Destination

MFR PART NR: 1005

1006 20 Each Preventive Maint Checks & Svs Kit (PMCS)

FFP

The Contractor shall provide twenty (20) total PMCS kits to the SMUs located at I, II, III MEF and MARFORRES (4 kits each site) IAW SOW Section C Paragraph

3.1.3. Ordering period is from end of 12th month through end of 24th month. PSC:

3990.

FOB: Destination

MFR PART NR: 1006

2001 169 Each Backhoe Loader (BHL)

FFP

The contractor shall produce and deliver BHLs IAW SOW Setion C and the

Performance Specification (PSpec) (See Section J.2 - Attachment 001). Ordering period is from end of 24th through end of 36th month. Maximum 169. PSC 3990.

Step-ladder pricing FY27 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 2001

2002 69 Each Fork Attachment

FFP

The contractor shall provide BHL fork attachment IAW SOW Section C and PSpec

(See Section J.2 - Attachment 001). Ordering period is from end of 24th through end of 36th month. Maximum 69. PSC 3990.

Step-ladder pricing FY27 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 2002

2003 15 Each NET Training (CONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators is from end of 24th through end of 36th month. PSC 3990.

MFR PART NR: 2003

2004 5 Each NET Training (OCONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators is from end of 24th through end of 36th month. PSC 3990.

MFR PART NR: 2004

2005 4 Each Spare Parts Kits (SPKs)

FFP

The Contractor shall provide four (4) total kits for delivery to SMUs located at I, II, III MEF and MARFORRES IAW SOW Section C Paragraph 3.1.2. Ordering period is from end of 24th through end of 36th month. PSC 3990.

FOB: Destination

MFR PART NR: 2005

2006 20 Each Preventive Maint Checks & Svs Kit (PMCS)

FFP

The Contractor shall provide twenty (20) total PMCS kits to the SMUs located at I, II, III MEF and MARFORRES (4 kits each site) IAW SOW Section C Paragraph

3.1.3. Ordering period is from end of 24th through end of 36th month. PSC: 3990.

FOB: Destination

MFR PART NR: 2006

3001 169 Each Backhoe Loader (BHL)

FFP

The contractor shall produce and deliver BHLs IAW SOW Section C and the

Performance Specification (PSpec) (See Section J.2 - Attachment 002). Ordering period is from end of 36th month through end of 48th month. Maximum 169. PSC

3990.

Step-ladder pricing FY28 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 3001

3002 69 Each Fork Attachment

FFP

The contractor shall provide BHL fork attachment IAW SOW Section C and PSpec

(See Section J.2 - Attachment J.2). Ordering period is from end of 36th month through end of 48th month. Maximum 69. PSC 3990.

Step-ladder pricing FY28 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 3002

3003 15 Each NET Training (CONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators and maintainers IAW SOW paragraph 4.4.10.2-4.4.10.3. Ordering period is from end of 36th month through end of 48th month. PSC 3990.

MFR PART NR: 3003

3004 5 Each NET Training (OCONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators end of 36th month through end of 48th month. PSC 3990.

MFR PART NR: 3004

4001 169 Each Backhoe Loader (BHL)

FFP

The contractor shall produce and deliver BHLs IAW SOW Section C and the

Performance Specification (PSpec) (See Sectioin J.2 - Attachment 001). Ordering period is from end of 48th month through end of 60th month. Maximum 169. PSC

Step-ladder pricing FY29 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 4001

4002 69 Each Fork Attachment

FFP

The contractor shall provide BHL fork attachment IAW SOW Section C and PSpec

(See Section J.2 - Attachment 001). Ordering period is from end of 48th month through end of 60th month. Maximum 69. PSC 3990.

Step-ladder pricing FY29 unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 4002

4003 15 Each NET Training (CONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators and maintainers IAW SOW Seection C paragraph 4.4.10.2-4.4.10.3. Ordering period is from end of 48th month through end of 60th month. PSC 3990.

MFR PART NR: 4003

4004 5 Each NET Training (OCONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators is from end of 48th month through end of 60th month. PSC 3990.

MFR PART NR: 4004

5001 169 Each OPTION Backhoe Loader (BHL)

FFP

The contractor shall produce and deliver BHLs IAW SOW Section C and the

Performance Specification (PSpec) (See Section J.2 - Attachment 001). Ordering period is from end of 60th month through end of 96th month. Maximum 169. PSC

Step-ladder pricing: (end of 60th month through end of 72nd month)

Step-ladder pricing: (end of 72nd month through end of 84th month)

Step-ladder pricing: (end of 84th month through end of 96th month) unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 5001

5002 69 Each OPTION Fork Attachment

FFP

The contractor shall provide BHL fork attachment IAW SOW Section C and PSpec

(See Section J.2 - Attachment 001). Ordering period is from end of 60th month through end of 96th month. Maximum 69. PSC 3990.

unique identification or a DoD recognized unique identification equivalent.

FOB: Destination

MFR PART NR: 5002

5003 15 Each OPTION NET Training (CONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators end of 60th month through end of 96th month. PSC: 3990.

MFR PART NR: 5003

5004 5 Each OPTION NET Training (OCONUS)

FFP

The Contractor shall develop and conduct new equipment training for operators end of 60th month through end of 96th month. PSC 3990.

MFR PART NR: 5004

Section C - Descriptions and Specifications

STATEMENT OF WORK

SCOPE

This Statement of Work (SOW) defines the Marine Corps requirements for the procurement and delivery of 169 Backhoe Loaders (BHLs). The BHL Program has been initiated to procure and field a commercially available item that meets the requirements set forth in the Performance Specification. This BHL will replace the currently fielded BHL, Caterpillar 420D and 420E, which is reaching the end of its economical service life.

The BHL shall be a commercially available item with military modifications. The BHL shall be a wheeled, engine driven vehicle with backhoe, bucket loader, front fork attachment, and be capable of operating hydraulic tools. The

BHL will be compatible with the existing Caterpillar work tools listed in Appendix B.

The Contractor shall provide the requisite program management and logistics support to ensure that delivery schedules, performance requirements, and overall supportability of the

BHL is accomplished as set forth in the contract. The Contractor is responsible for providing all material, services, and necessary support documentation needed to complete the tasks identified in this SOW.

This contract includes the Program Management, Government Furnished Information

(GFI), Meetings and Reviews, Testing and Verification, Environmental, Safety, and

Occupational Health (ESOH), Configuration Management (CM), Unique Identification

(UID), and logistics supportability.

APPLICABLE DOCUMENTS

The following documents form a part of this SOW to the extent specified herein. The most recent revision of the referenced document at the time of contract shall be used unless otherwise specified. In the event of conflict between the applicable documents and this

SOW, the SOW shall take precedence. All below references cited in mandatory compliance documents shall be considered as guidance only. Nothing in this document supersedes applicable laws or regulations unless a specific exemption has been obtained.

Military Standards and Specifications The following Military Standards can be found at https://quicksearch.dla.mil/qsSearch.aspx. NAVMC documents can be found at https://www.marines.mil/News/Publications/.

MIL-STD-130N(1) Identification Marking of U.S. Military Property

MIL-STD-209K Department of Defense Interface Standard for Lifting And

Tiedown Provisions

MIL-STD-882E(1) System Safety

MIL-STD-11991B General Standard for Parts, Materials, and Processes

MIL-STD-31000B Technical Data Packages

MIL-STD-40051-2D(1) Preparation of Digital Technical Information for Page Based

Technical Manuals (TMs)

NAVMC 1553.1A Marine Corps Instructional Systems Design/Systems Approach to Training and Education Handbook https://quicksearch.dla.mil/qsSearch.aspx

Military Handbooks - Guidance Only MIL-HDBK-61B Configuration Management Guidance

MIL-HDBK-502A Product Support Analysis

Other Government Documents Unless otherwise stated, the following documents may be obtained from the Document

Automation and Production Service, Building 4/D, 700 Robbins Avenue, Philadelphia, PA

19111-5094 or visit http://dodssp.daps.mil.

DI-SESS-81000F Product Engineering Design Data and Associated Lists

DODI 5230.54 Distribution Statements of Technical Documentations

DFARS Subpart 227.71 Rights in Technical Data

DFARS 211.274 Item Identification and Valuation Requirements

DFARS Clause 252.211.7003 Item Identification and Valuation

DFAR 252.227-7013 Rights in Technical Data—Other Than Commercial Products and Commercial Services

DFAR 252.227-7015 Technical Data - Commercial Products and Commercial

Services

Non-Government Documents ASME Y14.100 Engineering Drawing and Related Documentation Practices

ASME Y14.24 Drawing Types and Applications of Engineering Drawings

ASME Y14.34 Associated Lists

SAE-GEIA-STD-0007 Logistics Product Data

SAE-GEIA-HB-0007 Logistics Product Data Handbook

SAE-GEIA-HB-649 Configuration Management Standard Implementation Guide

SAE-TA-STD-0017 Product Support Analysis

SAE-TA-HB-0007-1 Logistics Product Data Reports Handbook

Copies of ASME documents are available from www.asme.org or American Society of Mechanical Engineers

(ASME), 22 Law Drive, PO Box 2900, Fairfield, NJ 07007-2900. Copies of SAE documents are available from www.sae.org or SAE International, 400 Commonwealth Drive, Warrendale, PA 15096-0001.

REQUIREMENTS

3.1 The Government anticipates procuring 169 BHLs. The Contractor shall perform all tasks and provide all materials, equipment, hard tooling, personnel, and facilities required to deliver the types and quantities of deliverables specified in the contract. This also includes the Contractor obtaining any needed technical and administrative support from a third-party Contractor who would be responsible for the updating and/or development of engineering or logistics requirements within this SOW.

3.1.1 Modifications. The Contractor shall implement the following modifications to the commercial BHL in accordance with all requirements in the Performance Specification.

a. Painted Green 383 in accordance with SAE-AMS-STD-595.

b. Embedded Rifle Rack, which can store any of the following in a bracket inside the cab: M16A1, M16A2, M4, and M27.

c. NATO Slave Receptacle http://dodssp.daps.mil/ http://www.sae.og/

d. Fuel type: JP5, JP8, and F24

3.1.2 Spare Parts Kits (SPKs). The Contractor shall provide the Government with four (4) SPKs. The Contractor shall propose the recommended repairable components for the SPK. Example components may include an engine, drive train, alternator, etc. The Contractor shall deliver the SPKs to the Supply Management Units (SMUs) located at I, II, III MEF, and MARFORRES.

3.1.3 Preventative Maintenance Checks and Services (PMCS) Kits. The Contractor shall over-pack each BHL with the items needed to conduct the initial break-in service. The Contractor shall distribute twenty (20) Preventive

Maintenance Checks and Services (PMCS) kits to the SMUs located at I, II, III MEF, and MARFORRES. The

PMCS kits shall contain items specifically identified to support the first PMCS interval.

3.1.4 Program Management. The Contractor shall establish and maintain program management practices throughout the period of performance. Program management practices shall provide visibility into the Contractor’s organization and techniques used in managing the program, including Subcontractor and data management.

Documentation shall be readily available to Government representative(s) during planned visits. The Contractor shall be responsible for tracking all BHLs in a Master Control Document. The Master Control Document shall be provided to the Government on the first Thursday of each month. The Government will provide the required information and format in a sample Excel document during the Post Award Meeting (PAM).

CDRL A003 - Integrated Master Schedule (IMS)

3.1.5 Subcontractor Management. The Contractor is responsible for performance of requirements delineated in this SOW and shall institute appropriate management actions relative to Subcontractor performance. The Contractor shall be accountable for Subcontractor compliance and is responsible for ensuring all deliverable products, including technical data comply with the contract requirements.

3.1.6 Schedule Planning. The Contractor shall produce a minimum of three (3) BHLs per month after successful

Product Verification Testing (PVT) and a Full Rate Production (FRP) decision. The Contractor shall notify the

Government in writing within 10 calendar days of any anticipated or projected work stoppages or delays that will affect schedules.

3.1.7 Planned Deliveries. The Contractor is responsible for delivery of all BHLs at each shipping location Free on

Board (FOB). Quantity and location will be specified on each individual delivery order. The anticipated delivery locations are provided in Table 1. below.

Table 1. Delivery Locations

INSTALLATION

BHL

QTY

Fork Attachment

QTY

CONUS EAST

Blount Island, Jacksonville, FL 27 11

Albany, GA 16

Marine Corps Air Station, New River, NC 1 1

Marine Corps Air Station, Cherry Point, NC 1 1

Marine Corps Air Station, Beaufort, SC 1 1

Marine Corps Camp Lejeune, NC 28 11

Marine Corps Reserve Base, Joint Base McGuire, NJ 2 1

Marine Corps Reserve Base, Millington, TN 1 1

Marine Corps Reserve Base, South Bend, IN 1 1

Meetings, Formal Reviews, Conferences, and Audits

3.1.8.1 Contractor Responsibilities. The Contractor shall plan, attend, coordinate, support and conduct necessary meetings, formal reviews, conferences, and audits (hereinafter called "reviews"). The reviews shall be conducted at either Government or Contractor facilities and shall allow individuals to participate via Video Teleconferencing

(VTC)/Teleconference channels when necessary. Reviews requiring demonstration or examination of equipment shall be conducted at the Contractor's facility. All such reviews shall be included in the program schedule and may be held concurrently with the Government’s approval. The Government reserves the right to cancel any review or to require any review to be scheduled at critical points during the period of performance. Action item documentation, assignment of responsibility for completion and due dates shall be determined prior to adjournment of all reviews. A summary of all action items, responsible parties, and estimated completion dates shall be included with the minutes.

The Contractor shall provide meeting minutes within 5 business days following all reviews.

CDRL A010 - Meeting Agenda

CDRL A008 - Meeting Minutes

3.1.8.2 Post Award Meeting/Preliminary Design Review. A combined Post Award Meeting (PAM) and Preliminary

Design Review (PDR) will be held at the Contractor’s facility. The purpose of the PAM/PDR is for the Contractor to review and demonstrate to the Government the Program and Data Management procedures, provide progress assessments, review technical and other specialty area status, and to establish schedule dates for near term critical meetings, actions, and reviews. The Contractor shall present management, key personnel, and program implementation processes.

CDRL A001 – Technical Review Data Package (TRDP)

Marine Corps Reserve Base, Red Bank, NJ 2 1

Marine Corps Reserve Base, Battle Creek, MI 4 2

Marine Corps Reserve Base, Baltimore, MD 5 4

CONUS WEST

Marine Corps Air Station, Yuma, AZ 1 1

Marine Corps Camp Pendleton, CA 24 13

Marine Corps Air Station, Miramar, CA 1 1

Marine Corps Reserve Base, Miramar, CA 2 1

Marine Corps Base, 29 Palms, CA 13 3

Marine Corps Reserve Base, Minneapolis, MN 2 1

Marine Corps Reserve Base, Springfield, OR 1 1

Marine Corps Reserve Base, Ft Lewis, WA 2 1

Marine Corps Training Center, Ft Leonard Wood, MO 12 3

OCONUS

Iwakuni, Japan 1 1

Kaneohe Bay, Hawaii 6 1

Okinawa, Japan 15 7

Total 169 69

3.1.8.3 In-Process Review. In-Process Reviews (IPR) shall be held at the Government’s facility quarterly or as needed. The Government reserves the right to cancel any review or to require any review to be scheduled, to include change of location, during the period of performance. The Contractor’s progress, management, technical support services, administrative processes, assurance of compliance with contract requirements, program status, funding, problem identification and resolutions shall be agenda items. Actual versus expected performance of each area shall be addressed. The Contractor shall prepare presentation materials providing an overview of all agenda items.

3.1.8.4 Security Requirements. The information provided to the Contractor will be unclassified and/or Controlled

Unclassified Information (CUI). The Contractor is not required or expected to have Facility Clearance and

Contractor personnel supporting this effort are not required to possess Personnel Clearance Levels. If the company has a Defense Information System for Security (DISS) account, the Facility Security Officer (FSO) is required to establish, populate, and own the DISS record of every Contractor processed for and/or issued a Common Access

Card (CAC). Any Contractor personnel requiring access to U.S. Government CUI shall possess a completed background investigation (minimum of a T-1/NACI) for this Public Trust Position. Due to Insider Threat concerns, the Company is requested to notify the MARCORSYSCOM Personnel Security (PERSEC) Office at 703-432-

3952/3490/3374, within 24 hours of any adverse/derogatory information associated with the 13 Adjudicative

Guidelines concerning any Contractor performing on this contract if they have been issued a CAC and/or a

MARCORSYSCOM building badge.

In accordance with DoDI 5200.48, “Controlled Unclassified Information (CUI),” all Contractors supporting

MARCORSYSCOM who receive, store, or generate CUI are required to take the DoD Mandatory CUI Training, available on the Security Awareness Hub at: https://securityawareness.usalearning.gov/cui/index.html. Per DoDI

5200.48 and pursuant to contractual requirements, DoD Contractors require initial CUI training and annual CUI refresher training. Additional MARCORSYSCOM specific CUI training and guidance can be attained by contacting the MARCORSYSCOM Security Classification Management Office at 703-432-3141 / 3140 or

MCSC_ACSG2_SCMO@usmc.mil.

While performing aboard Navy/USMC and Army sites, the Contractor shall comply with the provisions of DoD

Directive 5205.02E, “DoD Operations Security (OPSEC) Program,” SECNAVINST 3070.2A, “Operations

Security,” Marine Corps Systems Command Order (MCSCO) 3070.1B, “Operations Security Program,” Marine

Corps Order 3070.2A, “The Marine Corps Operations Security (OPSEC) Program,” and the MARCORSYSCOMO

P5510.2C, “Security Manual.” At all other sites the Contractor shall comply with the local command and/or program

OPSEC plan. Contractor personnel shall follow OPSEC concepts and principles in the conduct of this requirement to protect critical information, personnel, facilities, equipment, and operations from compromise. All Contractors

(including Subcontractors) shall supplement their current security practices by requiring any personnel involved in executing this contract to complete Government-sponsored and administered OPSEC training.

Systems Engineering

Systems Engineering Program. The Contractor shall establish and maintain a systems engineering program throughout the period of performance. The systems engineering program shall be documented in a Systems Engineering Management Plan (SEMP) and shall describe the Contractor’s planned systems engineering approach to meeting the program’s contract, objectives, and overall technical and management approach.

Technical Reviews. Technical reviews will be conducted in accordance with MCSCO

5400.5, Naval Systems Engineering Policy and the IEEE Std. 15288.2 Technical Reviews and Audits on Defense Programs. In preparation for each Systems Engineering Technical

Review (SETR), the Contractor shall provide all responsible presentation materials, technical data, and reports, to the Government in the form of a Technical Review Data

Package (TRDP). The contents of the TRDP will be defined in the following paragraphs.

mailto:MCSC_ACSG2_SCMO@usmc.mil

Critical Design Review (CDR). The Contractor shall host and participate in the CDR scheduled by the Government to be conducted after Contract Award and prior to delivery of PVT assets. At the CDR, the Contractor shall present and discuss the SEMP, requirements traceability, all certifications required in the Performance Specification, the

System Impact Assessment (SIA), the Corrosion Prevention and Control Plan (CPCP), the

Quality Management (QM) program, Roll Over Protection Systems (ROPS) & Falling

Objects Protection Systems (FOPS) design analysis, MIL-STD-209K Tiedown Provisions, and the Technical Data Package (TDP). In preparation for the CDR, the Contractor shall provide all presentation materials, technical data, and reports, to the Government.

Test Readiness Review. The Contractor shall participate in the Test Readiness Review

(TRR) scheduled by the Government to be conducted prior to PVT. At the TRR, the

Contractor shall present and discuss any changes or updates to the materials presented during the CDR, the plan for providing support during PVT, the Failure Reporting, Analysis, and Corrective Action System (FRACAS) with approach to reviewing and responding to Test Incident Reports (TIRs), and the Configuration Management (CM) program. In preparation for the TRR, the Contractor shall provide all presentation materials, documents updated since the CDR, and an accurate TDP.

CDRL A001 – TRDP (TRR)

System Verification Review. The Contractor shall host and participate in the System

Verification Review (SVR) scheduled by the Government to be conducted after completion of PVT and prior to any production Delivery Orders. The Contractor shall present and discuss any changes or updates to the materials presented during the TRR and all failures identified during PVT with the corresponding analyses, and corrective actions planned and/or implemented. In preparation for the SVR the Contractor shall provide all presentation materials, documents updated since the TRR, and all failure analyses and corrective actions with responses to all TIRs to the Government.

CDRL A001 – TRDP (SVR)

Production Readiness Review. The Contractor shall host and participate in the Production

Readiness Review (PRR) scheduled by the Government to be conducted after the PVT has been completed and prior to any production Delivery Orders. The Contractor shall present and discuss any changes or updates to the materials presented during the SVR, the

Producibility Plan, the QM program, the CM program, any anticipated, approved, or implemented engineering changes or deviances from the product baseline. In preparation for the PRR, the Contractor shall provide all presentation materials and documents updated since the SVR to the Government.

CDRL A001 – TRDP (PRR)

Physical Configuration Audit. The Contractor shall host and participate in the Physical

Configuration Audit (PCA) scheduled by the Government to be conducted after the first production Delivery Order and prior to fielding. The Contractor shall present and discuss any changes or updates to the materials presented during the PRR. In preparation for the

PCA, the Contractor shall provide all presentation materials and documents updated since the PRR to the Government. Additional details for the PCA are established in the

Configuration Management section of this SOW.

CDRL A001 – TRDP (PCA)

Corrosion Prevention and Control. The Contractor will provide their Corrosion Prevention and Control Plan (CPCP) that describes the specific measures to be implemented throughout the BHL. The purpose of the CPCP is to document corrosion-related design decisions and identify materials and corrosion control methods used in the BHL. The plan shall address the techniques and processes to be applied in assuring that the products to be delivered will meet the requirements contained in the Performance Specification. Changes in materials, coatings, or corrosion prevention methods during production shall be reflected in updated versions of the CPCP. At a minimum, the CPCP shall provide the following information:

a. Discussion of corrosion prevention techniques employed in design, including measures taken to minimize water collection/entrapment and collection of debris, to mitigate corrosion in areas inaccessible to cleaning and maintenance, and to minimize dissimilar metal contact.

b. Process instructions detailing application of coatings and other corrosion prevention compounds

(if any). Process instructions shall address personnel training and qualification, material inspection, surface preparation, and coating or compound application procedures.

c. Any test data developed for coatings and materials.

d. Identification of coating/substrate combinations for which no testing was required or performed.

e. Recommended corrosion control-specific maintenance.

f. Quality assurance program provisions to address materiel control to ensure that the materials used in the BHL are shown on engineering drawings; and in-process measurements (number, type, frequency, locations) to ensure compliance with process instructions developed under b, above.

Changes in materials, coatings, or corrosion prevention methods during production shall be reflected in updated versions of the CPCP.

Reliability and Maintainability

Reliability and Maintainability Program. The Reliability and Maintainability (R&M) program shall encompass all aspects of reliability with respect to design selection of components, predictions, and testing. The Contractor shall maintain and make available to the Government all R&M data on any vendor or Subcontractor supplied item and shall inform the Government of any part or component, which will degrade system R&M requirements. The Contractor shall provide their maintenance strategy and/or plan, a list of recommended maintainer certifications, as well as any related analyses that were conducted and became the basis for the Contractor’s maintenance plan.

Procedures and Controls. The Contractor shall maintain procedures and controls which ensure products obtained from suppliers, vendors, and Subcontractors meet reliability requirements. The Contractor shall establish, implement, and maintain documented procedures which detect and/or preclude the use of substandard or counterfeit parts in the production process and impose similar requirements on Subcontractors.

Failure Reporting, Analysis, and Corrective Action System (FRACAS). The Contractor shall provide their procedures for analysis of failures to determine the root cause and documentation for recording corrective actions taken. The FRACAS shall include uniform failure reporting, failure analysis reports and corrective actions. All hardware/software failures from system level down to the subassembly level shall be subject to these requirements throughout the testing period, including production and integration testing, and during the post-production support. See paragraph 3.3.2.2.

Quality Management System

3.3.1 Quality Assurance Program Plan (QAPP). The Contractor shall establish, implement, document, and maintain a quality system that ensures conformance to contractual requirements. The Contractor shall implement the requirements of ANSI/ASQC Q9001, ISO 9001 or an equivalent quality system model; no third-party certification is required. The Contractor shall make their QAPP or Quality Manual (whichever document they've developed as required by their ANSI, ISO, or equivalent quality system – development of a Government unique document is not required) available for Government review at their facility as required. The Contractor shall notify the Government when they update their QAPP throughout the contract period of performance through Letter of Transmittal to the

Contracting Officer.

CDRL A009 - Quality Assurance Program Plan

3.3.2 Quality Assurance Management Meeting (QAMM). The Contractor shall schedule and participate in QAMMs. The meetings shall include representatives from Quality, Production, and Engineering at a minimum, and shall be held quarterly (at a minimum) in conjunction with the IPR or on an as-need basis. Additional meetings shall be scheduled through the Administrative Contracting Officer (ACO)/PCO if quality issues dictate additional surveillance. The Contractor shall provide meeting minutes within 5 business days following the QAMM.

Environment, Safety, and Occupational Health (ESOH)

Safety Data Sheets. The Contractor shall deliver all Safety Data Sheets (SDS) for all hazardous materials used in the BHL.

Hazardous Materials Management Program Report. No asbestos, radioactive materials, mercury, hexavalent chromium (electroplating and coatings processes), cadmium

(electroplating), or other highly toxic or carcinogenic materials as defined in 29 CFR

1910.1200 shall be used on the BHL without prior approval from the Government. Class I and Class II Ozone Depleting Substances shall not be used. If hazardous materials are used, the Contractor shall prepare a Hazardous Material Management Program Report which, at a minimum, shall identify all hazardous materials required for system production and sustainment, including the parts or process that requires them. This report shall be prepared in accordance with National Aerospace Standard 411, section 4.4.1 and submitted. The requested data shall be provided to the Government 30 business days before System Verification Review.

CDRL A007, Hazardous Materials Management Program Report

Safety Assessment Report. The Contractor shall identify and evaluate safety and health hazards, define risk levels, and establish a program that manages the probability and severity of all hazards associated with development, use, and disposal of the system in accordance with MIL-STD-882_. The Government will evaluate residual risks in accordance with Tables A-I through A-IV of MIL-STD-882_ and accept these risks only if deemed to be appropriate. The Contractor shall provide ESOH hazard data in accordance with MIL-STD-882_ as a result of a system safety analysis conducted on the BHL based on the current Department of Defense (DoD) Standard Practice for System Safety. The minimum data shall include all identified ESOH hazards (including, but not limited to, system design, toxic chemicals, hazardous materials with associated Material Safety Data

Sheets, ozone depleting substances, excessive noise, and intended operational use), the probability and severity of the hazard, the proposed or accomplished fix/procedure to mitigate the risk, and the expected residual risks once the mitigation factors are implemented. The system safety analysis shall include the development, operation, maintenance, and disposal of the BHL. This analysis shall include a statement from the

Contractor identifying the level to which identified hazards have been eliminated or their associated risks controlled. The Contractor shall provide the requested data to the

Government 60 business days prior to the Test Readiness Review.

CDRL A012, Safety Assessment Report

Product Drawings/Models and Associated Lists

3.5.1 The Contractor shall deliver a complete Product Level Drawing Package in accordance with MIL-STD 31000, which completely documents the placement of the military options. All drawings in this Product Drawing Package shall comply with ASME

Y14.100, ASME Y14.24 and ASME Y14.34. This Product Drawing Package shall include assembly drawings and detail drawings down to the piece part for all items designed and developed at Government expense. The assembly and detail drawings shall provide necessary design, engineering, manufacturing, and quality assurance requirements necessary to enable the procurement or manufacture of an interchangeable item, which duplicates the physical and performance characteristics of the original product, without additional design, engineering, or recourse to the original design activity. This Product

Drawing Package shall also include control drawings for all commercial items that do not conform to recognized Government or industry specifications, non-developmental items

(NDI), and items developed at private expense for which the Government has not acquired unlimited rights. These control drawings shall provide the applicable performance specification form, fit, function and interface information needed for competitive re-procurement of that item or an interchangeable item. The Contractor shall also provide any digital modeling data files developed in support of this Product Drawing

Package or the system design. The data shall be submitted in Standard for the Exchange of Product Data (STEP) format and .pdf format.

CDRL A002 - PRODUCT ENGINEERING DESIGN DATA AND ASSOCIATED LISTS

Configuration Management (CM)

3.6.1 Configuration Management Process. The Contractor shall maintain a CM process for the control of all requirements, hardware, software and external system interface configuration documentation, media, and parts representing or comprising work related to the BHL. The principles contained in SAE-GEIA-HB-649, Configuration Management

Standard Implementation Guide, and MIL-HDBK-61B, Configuration Management

Guidance, shall be used for guidance as well as related MARCORSYSCOM acquisition and engineering policy. The Contractor's CM process shall consist of CM planning, configuration identification, configuration control, configuration status accounting, and configuration verification and audits and data management including tools. Processes and tools for interfacing with other acquisition requirements such as design review, assurance, and other program related disciplines shall be addressed. The Contractor shall designate a

CM representative to serve as a primary point of contact to the Government for all CM matters. The Contractor's representative shall be responsible for any Subcontractor's CM efforts. The Contractor shall notify the Government of any changes at the Contractor's facility which affect the execution of the Contractor's CM Plan. The Contractor shall present and discuss their CM plan at the Critical Design Review. The Government will review the Contractor’s CM plan. The CM Plan shall be reviewed at least annually, and updated to reflect changes in system engineering, logistics or acquisition strategy concepts.

Configuration Identification. In coordination with the Government’s CM manager, the

Contractor shall develop methods to uniquely identify Configuration Items (CI) and associated documentation, such as drawings, manuals, plans, procedures, instructions, and other configuration-related documents.

Configuration Status Accounting. The Contractor shall establish and maintain a

Configuration Status Accounting (CSA) database. All baselines, changes and planned systems upgrades shall be documented in the Contractor’s CSA database. The Contractor’s

CSA database shall permit acceptance of commercial product information. However, if requirements to report data outside of the Contractor’s CSA database or format exist, the information may be delivered as a supplement to prevent disruption to their existing system. The Contractor’s CSA database shall reconcile any differences between the supplier information and Contractor practices to provide the Government with clear accountability of product information. Additionally, the CSA database shall provide a reliable source of configuration information to support all BHL Program activities, including program management, systems engineering, logistics support, and modification/maintenance actions. The Contractor’s CSA database shall be capable of providing CSA data in an editable digital format.

Modification Tracking. The Contractor shall utilize the CSA database to record completed field modifications or retrofit actions as a result of approved Engineering Change

Proposals (ECPs) for each CI. The Contractor shall maintain the information that allows visibility of completed actions to the USMC Serial numbers or IUID. The Contractor’s CSA database shall include the following data elements:

a. USMC Serial Number, computer software name and version, or IUID

b. ECP/MI Number

c. Date Installed

d. Location

e. Ownership

Baseline Tracking. The Contractor shall establish a database that records and maintains configuration baselines. The database shall record documents, hardware, computer software and drawings that have been approved and placed under Government configuration control and new CIs, which are planned for inclusion in future baseline updates. As a minimum, CI data shall identify the current approved baseline by:

a. Document number and Document type

b. CAGE

c. Revision Level

d. Nomenclature

e. Drawing size

f. Indentured breakdown of parts, which display a “parent to child” relationship to include quantity.

The breakdown shall only pertain to CI documents under Government configuration control.

g. Computer software version number.

3.6.3.3 Configuration Management Meetings/Audits. A PCA shall be performed to verify the BHL CI is accurate, complete, and compatible. The Government and the Contractor shall conduct the PCA jointly, at a time and place designated by the Government, with the Government chairing the audit. The PCA shall verify the drawings reflect the "as-built" configuration of all newly developed or modified portions of the system; accurate form, fit or function information is provided on control drawings for non-developmental/commercial items; and confirm the drawings accurately represent the "as-built" production configuration. Whenever possible, the PCA shall be conducted incrementally, concurrent with hardware fabrication and assembly of the first production system. The

Contractor shall develop a configuration audit plan and provide the system to be audited, facilities, personnel, documentation (including drawings) and other support as may be required. The Contractor shall participate and assist the Government in the development of the PCA, using the guidelines contained in Section 8 of MIL-HDBK-

61B, Configuration Management Guidance. The Contractor shall document the results of the PCA after each audit and shall correct all audit discrepancies documented in the configuration audit summary reports. In the event the

Government finds evidence the drawings and/or documents do not adequately represent the equipment, production shall cease until all discrepancies are corrected and the Government approves the configuration audit summary report. See paragraph 3.3.2.5.

Parts Management Program. The Contractor shall establish and maintain a Parts

Management Program for all new designs or modified equipment. This program shall ensure that the use of parts meet the contractual requirements, reduce proliferation of parts within and across DoD systems and equipment, through standardization, and enhance reliability and supportability to meet material readiness objectives, and reduce total-life-cycle costs. The Contractor shall describe how the parts management process is validated in the CMP (see para 3.8.1). The Contractor shall describe how process improvements are incorporated, and the Contractor shall describe how process variation is controlled. The Contractor shall document the program plan. The procedures, planning and all other documentation, media, and data which define the Parts Management

Program and the parts selected for use shall be made available to the Government for their review. The Government may perform any necessary inspections, verifications, and evaluations to ascertain conformance to requirements and adequacy of the implementing procedures. The Government may exercise its right to disapprove the Parts Management

Program or portions thereof when it fails to meet its intended objectives.

3.6.5 Product Baseline Management. The Contractor shall maintain a current and accurate Product Baseline to ensure form, fit, and function of the BHL modifications. The Contractor shall establish definitive processes, which identify how the Product Baseline will be managed and maintained. These processes shall be defined in the

Contractor's CM plan and made available for Government review. The product baseline is the approved technical documentation that describes the configuration of a CI during the production, fielding/deployment and operational support phases of its life cycle.