3c_Statement of Work_A.pdf

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STATEMENT OF WORK (SOW)

FOR

RENTAL AND MAINTENANCE OF 12,000-LB AND 6,000-LB FORKLIFTS AT

USCG TRACEN BIRMINGHAM-SOUTHERN

1.0 GENERAL

1.1 BACKGROUND

The United States Coast Guard (USCG), a component of the Department of Homeland Security

(DHS), operates USCG Training Center (TRACEN) Birmingham-Southern located at 900

Arkadelphia Road, Birmingham, Alabama 35204. Daily logistics, warehouse management, and training support operations at USCG TRACEN Birmingham-Southern require reliable material handling equipment to transport, load, and unload pallets, training aids, and heavy supplies across paved indoor and outdoor campus areas.

1.2 SCOPE

The Contractor shall provide two propane-powered forklifts for seven months at U.S. Coast Guard Training Center Birmingham-Southern:

• One forklift with a rated lifting capacity of at least 6,000 pounds; and

• One forklift with a rated lifting capacity of at least 12,000 pounds.

The Contractor shall deliver the forklifts, confirm they meet the required specifications, and provide the manuals and inspection records at delivery.

The Contractor shall maintain and repair both forklifts during the rental period. If a forklift cannot be repaired promptly and is not safe to use, the Contractor shall provide a replacement forklift within four business days after receiving notice from the Government.

The Contractor shall provide one basic operating and safety training session shortly after delivery. The Contractor shall provide up to one additional training session during the rental period if requested by the Government.

The Contractor shall provide propane cylinder exchanges when requested by the Government.

The Contractor shall complete each requested exchange within two business days. The Government will pay only for propane exchanges actually provided, up to the maximum amount stated in the contract.

1.3 OBJECTIVE

The objective of this contract is to provide the training center with two safe, reliable, and properly maintained forklifts for daily material-handling work during the seven-month rental period. The Contractor shall keep the forklifts in safe working condition through regular maintenance, repairs, training, and propane cylinder exchanges. The Contractor shall minimize downtime and provide replacement equipment when required by this SOW.

1.4 APPLICABLE DOCUMENTS

The Contractor shall comply with all applicable Federal, State, and local laws and regulations that pertain to the rental, operation, maintenance, and fueling of industrial forklifts and the handling of liquid propane gas.

2.0 SPECIFIC REQUIREMENTS/TASKS

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The Contractor shall perform the following tasks. The Government will measure performance against the stated deliverables and timeframes. The Contractor is responsible for determining the means and methods of performance.

2.1 TASK ONE. FORKLIFT EQUIPMENT DELIVERY AND COMMISSIONING

The Contractor shall provide, deliver two (2) standard industrial counterbalanced forklifts at

USCG TRACEN Birmingham-Southern in accordance with the following requirements:

2.1.1 FORKLIFT (6,000-LB CAPACITY)

Provide one (1) standard counterbalanced industrial forklift with a minimum rated load capacity of 6,000 lbs at a 24-inch load center, powered by LPG, equipped with pneumatic or solid pneumatic tires for indoor and outdoor paved operations, a three-stage mast with a minimum

15-foot lift height, side-shift carriage, 48-inch pallet forks, an OEM-installed overhead guard meeting applicable powered-industrial-truck safety requirements and suitable for the

Government’s intended operating environment, seatbelt, backup alarm, strobe beacon, Light-

Emitting Diode (LED) work lights, and a mounted Class ABC dry chemical fire extinguisher.

2.1.2 FORKLIFT (12,000-LB CAPACITY)

Provide one (1) medium standard counterbalanced industrial forklift with a minimum rated load capacity of 12,000 lbs at a 24-inch load center, powered by LPG, equipped with pneumatic or solid pneumatic tires for indoor and outdoor paved operations, a two-stage or three-stage mast with a minimum 12-foot lift height, side-shift carriage, minimum 48-inch pallet forks, an OEM-installed overhead guard meeting applicable powered-industrial-truck safety requirements and suitable for the Government’s intended operating environment, seatbelt, backup alarm, strobe beacon, LED work lights, and a mounted Class ABC dry chemical fire extinguisher.

2.1.3 OEM MANUALS AND LOAD CHARTS

Provide one (1) weather-resistant copy of the Original Equipment Manufacturer (OEM) Operator and Maintenance (O&M) Manual and a legible load capacity data plate mounted on each forklift upon delivery.

2.1.4 PRE-DELIVERY INSPECTION REPORT

Conduct a joint initial acceptance inspection and operational load verification review of

OEM/load-rating documentation with the GTR upon delivery and provide a signed Pre-Delivery

Inspection Report documenting baseline equipment condition, serial numbers, and initial hour-meter readings.

2.2 TASK TWO. SCHEDULED PREVENTIVE MAINTENANCE AND UNSCHEDULED

REPAIRS

The Contractor shall maintain both the 6,000-lb and 12,000-lb forklifts in safe operating condition throughout the Period of Performance in accordance with the following requirements:

2.2.1 PREVENTIVE MAINTENANCE INTERVALS

Perform scheduled preventive maintenance (PM) on both forklifts at the intervals specified by the OEM using a self-contained mobile service truck on-site at USCG TRACEN Birmingham-

Southern or by transporting the equipment off-site at no additional cost to the Government. If

Page 3 of 8 Updated 10/30/2026 off-site PM is required a comparable temporary replacement shall be provided and will need to be approved by the GTR.

2.2.2 MAINTENANCE SCOPE AND CONSUMABLES

Provide labor, OEM replacement parts, filters, lubricants, tires, hydraulic hoses, lift chains, engine tuning to maintain Carbon Monoxide (CO) exhaust emissions within permissible exposure limits for indoor/outdoor operation, and consumables required to maintain both forklifts in operational condition throughout the Period of Performance.

2.2.3 WASTE FLUID MANAGEMENT

Contain and remove waste oils, hydraulic fluids, spent filters, oily rags, and maintenance debris generated during on-site service visits from USCG TRACEN Birmingham-Southern prior to departing the installation on the same day in accordance with Section 4.7.

2.2.4 SERVICE TICKETS AND DOCUMENTATION

Record each preventive maintenance service, safety inspection, and repair action on a

Preventive Maintenance and Repair Service Ticket, and submit a copy of the ticket to the GTR via electronic mail within two (2) business days of service completion.

2.3 TASK THREE. DEFECTIVE OR INOPERABLE EQUIPMENT REPLACEMENT

The Contractor shall resolve equipment breakdowns and replace inoperable forklifts in accordance with the following requirements. A comparable temporary replacement shall be provided and will need to be approved by the GTR.

2.3.1 TROUBLESHOOTING AND REPAIR RESPONSE

Respond to GTR notifications of equipment defect, mechanical breakdown, or safety deficiency, and conduct on-site troubleshooting and repair at USCG TRACEN Birmingham-Southern.

2.3.2 REPLACEMENT EQUIPMENT DELIVERY

Provide, deliver, and offload a replacement forklift meeting the technical specifications of

Section 2.1.1 (for the 6,000-lb unit) or Section 2.1.2 (for the 12,000-lb unit) to USCG TRACEN

Birmingham-Southern within four (4) business days of GTR notification when a malfunctioning forklift cannot be repaired and returned to full operational status within four (4) business days of notification.

2.3.3 REMOVAL OF INOPERABLE EQUIPMENT

Remove the defective or inoperable forklift from USCG TRACEN Birmingham-Southern at no additional cost to the Government upon delivery of the comparable replacement forklift within two (2) business days.

2.4 TASK FOUR. ON-DEMAND LIQUID PROPANE GAS (LPG) FUEL SUPPLY (NOT-TO-

EXCEED CLIN)

The Contractor shall provide on-demand LPG forklift-cylinder exchange services for both rental forklifts under the LPG NTE CLIN.

2.4.1 LPG FUEL REPLENISHMENT

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Upon request from the GTR, the Contractor shall exchange a depleted LPG cylinder installed on either rental forklift with a full LPG cylinder of the correct type and capacity for that forklift. The Contractor shall perform the exchange at USCG TRACEN Birmingham-Southern during normal operating hours, 0800 through 1700 Central Time, Monday through Friday, excluding Federal holidays, within two (2) business days after receipt of the GTR’s request.

The unit of issue for this requirement is one complete forklift-cylinder exchange (Each). The fixed unit price shall include the full LPG cylinder, delivery, installation, removal of the depleted cylinder, labor, transportation, cylinder use, and all associated costs.

2.4.2 CYLINDER MANAGEMENT

The Contractor shall remove each depleted LPG cylinder from the installation during the same visit in which the replacement cylinder is installed. The Contractor shall not leave spare LPG cylinders, depleted LPG cylinders, or bulk LPG storage tanks on Government premises. A full cylinder installed on a forklift as part of a completed exchange is not considered a spare cylinder for purposes of this requirement.

2.4.3 FUEL DELIVERY TICKETS

For each completed cylinder exchange, the Contractor shall prepare an LPG Fuel Delivery Ticket that identifies, at a minimum:

1. Contract number and CLIN;

2. Date and time of service;

3. Forklift identification number or serial number;

4. Quantity delivered, expressed as the number of completed cylinder exchanges;

5. Cylinder type and capacity;

6. Name of the Contractor employee performing the service; and

7. Name and signature of the GTR or other Government representative acknowledging receipt.

The Contractor shall submit the signed LPG Fuel Delivery Ticket with the applicable invoice.

The Government representative’s signature acknowledges receipt of the service only and does not authorize a contract modification, waive contract requirements, or authorize payment above the applicable NTE ceiling.

2.4.4 NTE CLIN MONITORING

The Contractor shall monitor cumulative invoiced amounts under the LPG NTE CLIN and shall notify the Contracting Officer and GTR in writing when cumulative invoiced amounts reach seventy-five percent (75%) of the NTE ceiling.

The Government will pay only for actual, verified cylinder exchanges performed and accepted under this contract, at the fixed contract unit price, and only up to the NTE ceiling. The Contractor shall not perform services that would cause the cumulative amount billed under the LPG CLIN to exceed the NTE ceiling unless authorized by a written contract modification signed by the Contracting Officer.

2.5 TASK FIVE. BASIC OPERATING AND SAFETY TRAINING FOR USCG PERSONNEL

This training is equipment familiarization and does not replace the Government’s operator-training, evaluation, and certification responsibilities. The Contractor shall furnish a current daily pre-operation inspection checklist for each forklift upon delivery. Government operators shall complete the checklist before placing the forklift in service each day and shall promptly report deficiencies to the GTR and Contractor. The Contractor shall conduct on-site basic operating

Page 5 of 8 Updated 10/30/2026 and safety training for designated USCG personnel at USCG TRACEN Birmingham-Southern in accordance with the following requirements:

2.5.1 INITIAL TRAINING SESSION

Conduct one (1) initial on-site basic operating and safety training session for designated USCG personnel within five (5) business days following the delivery and commissioning of the two forklifts, scheduled in coordination with the GTR.

2.5.2 TRAINING SESSIONS

Conduct up to one (1) additional on-site basic operating and safety training sessions at the request of the GTR, scheduled within ten (10) business days of each GTR request.

2.5.3 TRAINING CURRICULUM

Instruct trainees on both the 6,000-lb and 12,000-lb forklifts during each session, covering equipment controls, instrumentation, daily pre-operation inspection checklists, rated load capacity data plates, load stability and center-of-gravity principles, mast and side-shift operation, LPG fuel cylinder safety, indoor Carbon Monoxide ventilation precautions, and emergency shutdown procedures.

2.5.4 TRAINING DOCUMENTATION

Provide a signed Training Attendance Roster and Training Completion Summary to the GTR within two (2) business days after each completed training session, documenting the training date, instructor name, topics covered, and names of USCG personnel in attendance.

2.6 TASK SIX. CONTRACT CLOSEOUT AND EQUIPMENT DEMOBILIZATION

The Contractor shall demobilize and remove both forklifts upon contract completion in accordance with the following requirements:

2.6.1 EQUIPMENT REMOVAL

Remove and transport both forklifts from USCG TRACEN Birmingham-Southern within five (5) business days after contract expiration using self-contained transport equipment without using

Government lifting equipment or loading docks.

3.0 CONTRACTOR PERSONNEL

3.1 QUALIFIED PERSONNEL

The Contractor shall provide qualified personnel to perform all requirements specified in this

SOW.

3.2 CONTINUITY OF SUPPORT

The Contractor shall ensure that the services required under this SOW (equipment delivery, preventive maintenance, unscheduled repairs, equipment replacement, LPG fueling, and training) are performed within the stated timeframes. If a scheduled service visit cannot be completed as planned, the Contractor shall provide e-mail notification to the GTR as soon as practicable and shall complete the required service at the earliest opportunity.

3.3 KEY PERSONNEL

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This requirement involves intermittent equipment delivery, maintenance, training, and fueling visits rather than continuous on-site staffing. No Contractor personnel are designated as Key.

3.4 EMPLOYEE IDENTIFICATION

3.4.1 FACILITY ACCESS

Contractor personnel do not require logical access to Government information systems or unescorted access to secure Government facilities. Common Access Cards (CAC) will not be issued. If temporary physical access to a Government facility is required for delivery, maintenance, training, or fueling, Contractor personnel shall comply with all local installation visitor control procedures, submit to standard security screening, and be escorted by

Government personnel as required by local policy.

3.4.2 IDENTIFICATION REQUIREMENTS

Contractor personnel shall clearly always identify themselves as contractors. This includes wearing visible corporate identification badges while at Government facilities, identifying themselves as contractors during telephone conversations and in meetings, and including a contractor designation (e.g., “[Contractor Company Name]”) in all email signatures and electronic communications.

3.5 EMPLOYEE CONDUCT

Contractor employees shall comply with all applicable Government regulations, policies and procedures (e.g., fire, safety, sanitation, environmental protection, security, and “off limits” areas) when visiting or working at Government facilities. The Contractor shall ensure Contractor employees always present a professional appearance and that their conduct does not reflect discredit on the United States or the Department of Homeland Security.

3.6 REMOVING EMPLOYEES FOR MISCONDUCT OR SECURITY REASONS

The Government may, at its sole discretion (via the Contracting Officer), direct the Contractor to remove any Contractor employee from DHS facilities for misconduct or security reasons.

Removal does not relieve the Contractor of the responsibility to continue providing the services required under the contract. The Contracting Officer will provide the Contractor with a written explanation to support any request to remove an employee.

4.0 OTHER APPLICABLE CONDITIONS

4.1 SECURITY

All work under this SOW is UNCLASSIFIED. Contractor access to classified information is not currently required under this SOW. The Contractor shall coordinate installation access with the

Government Technical Representative (GTR).

4.2 PERIOD OF PERFORMANCE

The period of performance for this contract is December 1, 2026, through June 30, 2027

4.3 PLACE OF PERFORMANCE

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The primary place of performance will be United States Coast Guard Training Center (TRACEN)

Birmingham-Southern, 900 Arkadelphia Road, Birmingham, AL 35204.

4.4 HOURS OF OPERATION

Contractor employees generally perform all work between the hours of 0800 and 1700 Central

Time, Monday through Friday (except for Federal holidays). However, there may be occasions when Contractor employees shall be required to work other than normal business hours, including weekends and holidays, to fulfill requirements under this SOW.

4.5 GENERAL REPORT REQUIREMENTS

The Contractor shall provide all written reports in electronic format with read/write capability using applications that are compatible with DHS workstations (Microsoft Office Applications).

4.6 PROTECTION OF INFORMATION

Contractor access to Privacy Act information or proprietary information beyond standard equipment manuals is not required under this SOW.

4.7 ENVIRONMENTAL COMPLIANCE

The Contractor shall contain and remove all waste oils, hydraulic fluids, spent filters, oily rags, and maintenance debris generated during on-site service visits from the installation on the same day. The Contractor shall leave no residual materials on-site and shall comply with all applicable

Federal, State, and local environmental regulations.

5.0 GOVERNMENT FURNISHED RESOURCES

The Government will provide designated outdoor/indoor parking and staging areas for the two rental forklifts, an on-site area for conducting basic operating and safety training, and access to on-site restroom facilities for Contractor personnel performing delivery, training, maintenance, and refueling visits at USCG TRACEN Birmingham-Southern.

6.0 CONTRACTOR FURNISHED PROPERTY

The Contractor shall furnish all facilities, materials, equipment and services necessary to fulfill the requirements of this contract, except for the Government Furnished Resources specified in

SOW 5.0.

7.0 GOVERNMENT ACCEPTANCE PERIOD

The GTR will review deliverables prior to acceptance and provide the Contractor with an e-mail that provides documented reasons for non-acceptance. If the deliverable is acceptable, the GTR will send an e-mail to the Contractor notifying it that the deliverable has been accepted.

7.1 Deliverable Review and Rejection

The GTR will have the right to reject or require correction of any deficiencies found in the deliverables that are contrary to the requirements of this SOW. In the event of a rejected deliverable, the Contractor will be notified in writing by the GTR of the specific reasons for

Page 8 of 8 Updated 10/30/2026 rejection. The Contractor shall correct the rejected deliverable and return it per delivery instructions within the timeframe agreed with the GTR.

7.2 Review Timeframes

Unless otherwise specified in the Deliverables table or agreed in writing, the GTR will have five

(5) business days to review deliverables and provide comments. The Contractor shall have five

(5) business days to make corrections and redeliver.

8.0 DELIVERABLES

All deliverables shall be submitted to the GTR unless otherwise noted.

ITEM SOW REF DELIVERABLE / EVENT DUE BY DISTRIBUTION

3 2.1.3 OEM Operator and Maintenance Manuals (one per forklift) Upon delivery GTR

4 2.2.4 Preventive Maintenance and Repair Service Ticket

Within 2 business days of service completion GTR

5 2.3.2 Replacement forklift (if required) Within 4 business days of GTR notification GTR

6 2.4.3 LPG Fuel Delivery Ticket (signed) With monthly invoice GTR

7 2.4.4 NTE CLIN 75% notification When cumulative fuel billings reach 75% of NTE ceiling

Contracting Officer and

GTR

8 2.5.1 Initial basic operating and safety training session

Within 5 business days after delivery and commissioning

GTR

9 2.5.2 Training sessions (up to 1) Within 10 business days of each GTR request GTR

10 2.5.4 Training Attendance Roster and Training Completion Summary

Within 2 business days after each training session GTR

11 2.6.1 Equipment demobilization and removal Within 5 business days after contract expiration GTR