SATPC0034588 Tab 10 RFQ Open Market Template.docx

National Aeronautics and Space Administration NASA Shared Services Center Stennis Space Center, MS 39529-6000

3/20/2024

SUBJECT: Request for Quotation (RFQ) 80NSSC24865220Q, Swashplateless Hub Design for a coaxial rotor

This solicitation includes the following sections:

1. Statement of Work/Bid Schedule – Section 1

2. Instructions to Offerors – Section 2

3. Solicitation Provisions/Representations and Certifications – Section 3

4. Clauses/Terms and Conditions – Section 4

5. Quote Evaluation Criteria – Section 5

SECTION 1

STATEMENT OF WORK/BID SCHEDULE

This a Brand Name or Equal To requirement.

ENTER SOW/BID SCHEDULE:

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NASA LANGLEY RESEARCH CENTER

Independent Coaxial Rotor Drive System

STATEMENT OF WORK

March 20, 2024

1. INTRODUCTION

This Statement of Work (SOW) describes the design and development of a prototype system to test the concept of a model-scale direct-drive coaxial-rotor power system. The Government is developing a testbed for model-scale wind-tunnel testing of coaxial-rotor helicopter designs. Based on technology developments in electric-motor technology, the government wants to test the concept of directly powering each rotor with its own electric motor and maintaining matching speed and relative position using encoder feedback. There are a number of motors on the market currently that operate at the much lower speeds typically used for model-scale helicopter rotors. Traditionally, coaxial rotors are linked through a transmission or gearbox such that identical speed and fixed phasing is mechanically enforced. When the rotors are counter-rotating, this phase can be thought of as the relative angle where the blades pass by each other. When the rotors are co-rotating, this phase can be thought of as the relative angle between the blades of each rotor. Unfortunately, gearboxes introduce undesirably vibrations in the testbed. Also, an important area of research for coaxial rotors is testing how the phase angles between the rotors affect their behavior. When the rotors are linked by a gearbox, changing this phase angle becomes difficult. Eliminating the gearbox and operating each rotor independently means that the motor controllers must enforce the speed and position constraint between the rotors, because this constraint is critical to ensuring that the testbed behaves in manner similar to a full-scale aircraft.

Prior to designing and building the wind-tunnel testbed, the government desires to design, purchase and test the drive system using this independent direct-drive motor concept. The goal is to first identify the motors, controllers, hardware and software required for this concept. Then the components will be purchased and assembled into a prototype test stand

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for performance testing. Once the drive system has been satisfactorily tested, the components can then be incorporated into the future wind-tunnel testbed.

2. Scope The proposed work will be split into two phases. During the first phase, the Contractor shall evaluate existing motor and controller products and identify a specific combination of motors and controllers for an independent direct-drive motor system that is capable of satisfying the requirements presented in Section 3. Upon satisfactory completion of Phase 1, the Government may optionally begin Phase 2, in which the Contractor will assemble the controllers into a mobile cabinet, design and build a human-machine interface (HMI) for operational control of the motors, and assemble the motors into a test stand for operational testing. Because the specific motors and controllers cannot be accurately estimated prior to completion of Phase 1 of this work, the Government will decide whether to purchase the motors and motor-drives based on the recommendations produced during Phase 1. If the Government decided to move onto Phase 2 then the motor and motor-drives will be provided to the Contractor as Government-Furnished Equipment (GFE) during Phase 2.

3. REQIREMENTS

3.1 Coaxial-Rotor Requirements

The nominal rotor system for the coaxial-rotor testbed is a 57-in-radius rotor with a nominal speed of 700 RPM. However, as a research testbed it needs be compatible with a range of rotor sizes and hold constant rotor speeds. Analysis by the Government has identified two different speed and power ranges for the motor drive system. For the primary speed range, each motor shall be capable of operating at 100% duty cycle at the loads specified in Table 3.1. For the secondary speed range, each motor shall be capable of operating at 50% duty cycle at the loads specified in Table 3.2. It is recognized that meeting high-power requirement of 1460 rpm / 528 ft-lb / 146.8 HP, may not be practical. Thus, the Contractor may, with Government consent, relax that requirement in order to achieve a cost-effective and practical drive system design.

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3.2 Motor Requirements

The selected motors shall be capable of directly spinning the rotors at the speeds presented in Tables 3.1 and 3.2 without the use of a gearbox or other transmission system. They shall be coaxial with the rotor shaft and must have a through hole that is sufficiently large enough for the upper rotor to be driven by the lower motor, as illustrated in Figure 3.1. Upper Rotor Lower Rotor Motor 1 Motor 2 Coaxial Rotor Shafts Figure 3.1 Coaxial-rotor configuration The motors shall be electric motors capable of being operated with a traditional Variable Frequency Drive (VFD) Controller Contractor shall assess the requirements for the motor that would be used to individually control rotors. Motors shall be identified that produce sufficient torque with maximum efficiency. The motor must be able to withstand operation for an extended period of time at nominal torque levels and dissipate heat produced during operation. Water cooling of the motors is preferable to reliance on air colling.

The Government has identified motors by EMRAX (https://emrax.com/e-motors/emrax-348/) and YASA (https://yasa.com/) as potentially meeting these requirements. The Contractor shall consider these motors, and also identify other motors that meet the specified requirements.

3.3 Drive/Controller Requirements

The motor drive system used to drive and controller the motors shall be a commercially available VFD. Available input power shall be assumed to be 450V 3-phase AC service. The drives shall use A/B/Z encoders to identify rotor speed and position. Since the motor position is also an important measurement signal, the system shall include an output

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connection that passes through the A/B/Z signals from both encoders, so that these signals can be used by a separated data acquisition system to analyze motor speed and position.

3.4 Control Requirements

The developed control/drive system shall use closed-loop control to synchronize the phasing between the motors based on rotor angle. The system shall support both co-rotating and counter-rotating operation. It must be able to maintain matching rotor speed and maintain phase between the motors to within 1 degree during steady operation and to within 3 degrees during changes in rotor torque induced by the rotors. The term phase in relation to counter-rotating rotors is defined to be the relative angle between the two motors when motor 1 crosses its zero-azimuth defined by its encoder. The term phase in relation to co-rotating rotors is defined to be the relative angle between the two motors during the entire revolution, as defined by its encoder. If this requirement cannot be achieved with current technology, it may be relaxed by the Government upon advice of the Contractor. It should be noted that this phase requirement is only applicable during steady operations at a specified rotor speed. During startup, shutdown, and other rotor-speed changes the rotors are expected to not have a constant phase.

The phase angle between the motors must be able to be changed in software. Ideally, it is also desirable that the phase be able to be controlled by an external signal. This external signal would be a programmatically controlled command signal a Government data acquisition system that would permit the phase angle to be incrementally varied during rotor operation, thus enabling efficient measurement of rotor performance as a function of phase angle.

In addition to operating with both drives synchronized, as described above, the motors shall also be able to be operated independently with separate RPM control for each motor. This applies to both co-rotating and counter-rotating operation. This includes one-motor operation, with the other motor secured.

The controller/drive shall fit into a mobile NEMA cabinet with a maximum footprint of 39 in. by 58 in. The maximum cabinet height is 72 inches. The cabinet shall be on wheels/casters to permit transport between testing locations. The enclosure shall include

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the ability lockout the motor drive system for safety during maintenance. The drive cabinet must be capable of interfacing with facility power and meet the safety requirements of NASA Langley Research Center.

3.5 Test Stand Requirements

Since there is currently no wind-tunnel model available to attach the new motors to, a simple test stand will be made to mount the motors to for bench testing. This bench testing will not involve any rotor systems and is merely intended to demonstrate the accuracy of the developed system at controlling speed and phase angle. The test stand shall mount the motors side-by-side rather than coaxially. The test stand shall accommodate the encoders, cabling and motor cooling. Ideally, the test stand shall accommodate a means of applying an external torque to the motors, possible through a dynamometer.

3.6 HMI Requirements

The HMI shall consist of a graphical touch screen at least 12-in in size. This screen shall be mounted into a desktop box that can be easily moved to accommodate different pilot configurations. The primary means of controlling motor speed shall be a large, easily manipulated dial encoder mounted to the face of the desktop box and capable of changing rotor speed in no more than 1-rpm increments. The desktop box shall include any required power supplies and shall be powered through a standard 120V AC electrical connection. The HMI software shall display typical motor parameters for each motor, such as speed and current. The HMI software provide access for changing phase angle and all tuning parameters required achieving the control requirements of Section 3.4. The desktop box shall include a resettable Emergency-Stop button that will secure all power to the motors in the event of an emergency.

4. Phase 1 Tasks

4.1 The Contractor shall identify a cost-effective combination of electric motors and a motor drive system capable of meeting the requirements of Section 3.

4.2 The Contractor shall document the capability of the proposed components to meet the specified requirements and the drawbacks to alternative motors and drives.

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4.3 The Contractor shall identify all supporting hardware required to produce a functional independent direct-drive motor system, including encoders, cabling, and HMIs.

4.4 The Contractor shall identify costs and obtain quotes for the specific motors and motor drives to be used in Phase 2.

4.5 The Contractor shall produce a preliminary design for the mobile cabinet used to house the motor drive system. This design shall be documented and presented to the Government so that it can be evaluated prior to Phase 2.

4.6 The Contractor shall produce a preliminary design for the human-machine interface (HMI) that will be used to control motor speed during testing rotor operation. This design shall be documented and presented to the Government so that it can be evaluated prior to Phase 2.

4.7 The Contractor shall assess the need for a filter on the output of the motor drive with regards to minimizing motor temperatures and electrical noise. If filtering is needed, the Contractor shall provide a detailed recommendation regarding a suitable filter design.

4.8 The Contractor shall evaluate the installation location of Buildings 647 and 648, NASA Langley, to assess compatibility of the proposed electric motors and a motor drive system. This includes evaluating line-length issues and power requirements. The Contractor shall document this evaluation and make recommendations regarding any facility upgrades that may be required.

4.9 The Contractor shall produce a preliminary design for a simple test stand as described in Section 3.5. The contractor shall evaluate the possibility of incorporating an external torque or dynamometer and provide recommendations on cost and feasibility.

5. Phase 2 Tasks

5.1 The Contractor shall design and build a complete Independent Coaxial Rotor Drive System based on the design and evaluation of Phase 1.

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5.2 The Government shall provide the require electric motors and motor drives to the Contractor as GFE for the Independent Coaxial Rotor Drive System.

5.3 The Contractor shall design, purchase hardware, and assemble the mobile cabinet housing the motor drive components.

5.4 The Contractor shall design, purchase hardware, and assemble the HMI that will be used to control motor speed during testing rotor operation.

5.5 The Contractor shall produce all software required by the HMI to interface with the motor controller display required information to the operator.

5.6 The Contractor shall test the completed system to ensure that it meets the requirements specified in Section 3.

5.7 Contractor shall provide a full set of drawings and instructions for operation.

6. DELIVERABLE ITEMS

The Contractor shall provide the deliverables in Table 2. The Contractor shall propose a milestone payment schedule.

6.1 Kick Off Meeting:

Kick-Off Meeting to be held within 1 weeks of delivery order award.

6.2 Status Reports and Meetings

The Contractor shall provide bi-weekly status reports and notification of meetings via e-mail The first report shall be submitted (2) weeks after the kickoff meeting and each Month thereafter until final delivery of all deliverable items. Reports shall include progress towards the milestones.

The Contractor shall provide the written status reports and host the meetings listed in Table 3. The final conceptual design shall be accompanied by a conceptual design presentation.

6.3 Electronic Data

The Contractor shall deliver electronic data through file transfer to easily access the data. Delivery upon completion of the conceptual study to the TR. The electronic data shall include:

• Documentation of the conceptual design study

• All design data and data files

• Any drawings in PDF format.

7. PLACE OF DELIVERY

The Contractor shall contact technical representative for pick up or deliver to the following address:

National Aeronautics and Space Administration Langley Research Center 218 Dodd Blvd (Bldg. 648) Attn:

Hampton, VA 23681-2199 Phone:

8. NASA TECHNICAL REPRESENATIVE (TR):

The TR will serve as the task technical liaison between the Contractor and the COR and will assist the COR in performing his/her duties.

Name:

Org Code: D308 Phone Number:

E-Mail Address:

9. GLOSSARY

CF - Centrifugal Force MSCRAT – Model Scale Coaxial Rotor Aeroelastic Testbed

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RPM - Revolutions per minute SOW- Statement of Work

SECTION 2

INSTRUCTION TO OFFERORS

☒52.212-1 Instructions to Offerors – Commercial Products and Commerical Services. (SEP 2023) Addendum to 52.212-1

Quotes for the item(s) described in the RFQ are due by 3/27/2024 by 3:00 p.m. CT to McKenzie Hanson at mckenzie.m.hanson@nasa.gov in order to be considered for award. If it is in the best interest of the Government, quotes submitted after the due date may be accepted. Quotes shall remain valid for 30 days unless otherwise expressly stated on the quote. Submitted Quotes shall list two points of contacts including name, phone number, and email address.

All contractual and technical questions must be in writing (e-mail) to McKenzie Hanson at mckenzie.m.hanson@nasa.gov no later than 3/26/2024 by 3:00 p.m. CT. Telephone questions shall not be accepted.

The NAICS Code for this procurement is 333999.

This procurement is set aside for small business.

Offeror’s shall be registered at www.sam.gov in order to be considered for award.

Delivery is FOB Destination.

Please note that Provisions 52.204-24 Representation Regarding Certain Telecommunications and Video Surveillance Services or Equipment (Nov 2021) and 52.204-26 Covered Telecommunications Equipment or Services-Representation (Oct 2020) are included in this RFQ. You are required to complete these two provisions and return the RFQ document with your quote. Failure to complete these Provisions will result in the Government being unable to make award to your firm.

SECTION 3

SOLICITATION PROVISION/REPRESENTATIONS AND CERTIFICATIONS

☒52.252-1 SOLICITATION PROVISIONS INCORPORATED BY REFERENCE (FEB 1998)

This solicitation incorporates one or more solicitation provisions by reference, with the same force and effect as if they were given in full text. Upon request, the Contracting Officer will make their full text available. The offeror is cautioned that the listed provisions may include blocks that must be completed by the offeror and submitted with its quotation or offer. In lieu of submitting the full text of those provisions, the offeror may identify the provision by paragraph identifier and provide the appropriate information with its quotation or offer. Also, the full text of a solicitation provision may be accessed electronically at this/these address(es):

FAR FAR | Acquisition.GOV NFS NASA FAR Supplement

FEDERAL ACQUISITIONI REGULATION (FAR) PROVISIONS INCORPORATED BY REFERENCE:

FAR PROVISISIONS IN FULL TEXT:

☒52.212-3 OFFEROR REPRESENTATIONS AND CERTIFICATIONS—COMMERCIAL Produccts and Commercial Services. (Nov 2023) The offeror shall complete only paragraphs (b) of this provision if the Offeror has completed the annual representations and certification electronically via the System for Award Management (SAM) Web site located at System for Award Management (sam.gov). If the Offeror has not completed the annual representations and certifications electronically, the Offeror shall complete only paragraphs (c) through (u) of this provision.

(a) Definitions. As used in this provision-- "Covered telecommunications equipment or services" has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

“Economically disadvantaged women-owned small business (EDWOSB) concern” means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States and who are economically disadvantaged in accordance with 13 CFR part 127, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300. It automatically qualifies as a women-owned small business eligible under the WOSB Program.

“Forced or indentured child labor” means all work or service—

(1) Exacted from any person under the age of 18 under the menace of any penalty for its nonperformance and for which the worker does not offer himself voluntarily; or

(2) Performed by any person under the age of 18 pursuant to a contract the enforcement of which can be accomplished by process or penalties.

“Highest-level owner” means the entity that owns or controls an immediate owner of the offeror, or that owns or controls one or more entities that control an immediate owner of the offeror. No entity owns or exercises control of the highest level owner.

“Immediate owner” means an entity, other than the offeror, that has direct control of the offeror. Indicators of control include, but are not limited to, one or more of the following: Ownership or interlocking management, identity of interests among family members, shared facilities and equipment, and the common use of employees.

“Inverted domestic corporation,” means a foreign incorporated entity that meets the definition of an inverted domestic corporation under 6 U.S.C. 395(b), applied in accordance with the rules and definitions of 6 U.S.C. 395(c).

“Manufactured end product” means any end product in product and service codes (PSCs) 1000-9999, except—

(1) PSC 5510, Lumber and Related Basic Wood Materials;

(2) Product or Service Group (PSG) 87, Agricultural Supplies;

(3) PSG 88, Live Animals;

(4) PSG 89, Subsistence;

(5) PSC 9410, Crude Grades of Plant Materials;

(6) PSC 9430, Miscellaneous Crude Animal Products, Inedible;

(7) PSC 9440, Miscellaneous Crude Agricultural and Forestry Products;

(8) PSC 9610, Ores;

(9) PSC 9620, Minerals, Natural and Synthetic; and

(10) PSC 9630, Additive Metal Materials.

“Place of manufacture” means the place where an end product is assembled out of components, or otherwise made or processed from raw materials into the finished product that is to be provided to the Government. If a product is disassembled and reassembled, the place of reassembly is not the place of manufacture.

“Predecessor” means an entity that is replaced by a successor and includes any predecessors of the predecessor.

“Reasonable inquiry” has the meaning provided in the clause 52.204-25, Prohibition on Contracting for Certain Telecommunications and Video Surveillance Services or Equipment.

“Restricted business operations” means business operations in Sudan that include power production activities, mineral extraction activities, oil-related activities, or the production of military equipment, as those terms are defined in the Sudan Accountability and Divestment Act of 2007 (Pub. L. 110-174). Restricted business operations do not include business operations that the person (as that term is defined in Section 2 of the Sudan Accountability and Divestment Act of 2007) conducting the business can demonstrate—

(1) Are conducted under contract directly and exclusively with the regional government of southern Sudan;

(2) Are conducted pursuant to specific authorization from the Office of Foreign Assets Control in the Department of the Treasury, or are expressly exempted under Federal law from the requirement to be conducted under such authorization;

(3) Consist of providing goods or services to marginalized populations of Sudan;

(4) Consist of providing goods or services to an internationally recognized peacekeeping force or humanitarian organization;

(5) Consist of providing goods or services that are used only to promote health or education; or

(6) Have been voluntarily suspended.

Sensitive technology—

(1) Means hardware, software, telecommunications equipment, or any other technology that is to be used specifically—

(i) To restrict the free flow of unbiased information in Iran; or

(ii) To disrupt, monitor, or otherwise restrict speech of the people of Iran; and

(2) Does not include information or informational materials the export of which the President does not have the authority to regulate or prohibit pursuant to section 203(b)(3) of the International Emergency Economic Powers Act (50 U.S.C. 1702(b)(3)).

“Service-disabled veteran-owned small business concern”—

(1) Means a small business concern—

(i) Not less than 51 percent of which is owned by one or more service-disabled veterans or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more service-disabled veterans; and

(ii) The management and daily business operations of which are controlled by one or more service-disabled veterans or, in the case of a service-disabled veteran with permanent and severe disability, the spouse or permanent caregiver of such veteran.

(2) Service-disabled veteran means a veteran, as defined in 38 U.S.C. 101(2), with a disability that is service-connected, as defined in 38 U.S.C. 101(16).

Small business concern—

(1) Means a concern, including its affiliates, that is independently owned and operated, not dominant in its field of operation, and qualified as a small business under the criteria in 13 CFR part 121 and size standards in this solicitation.

(2) Affiliates, as used in this definition, means business concerns, one of whom directly or indirectly controls or has the power to control the others, or a third party or parties control or have the power to control the others. In determining whether affiliation exists, consideration is given to all appropriate factors including common ownership, common management, and contractual relationships. SBA determines affiliation based on the factors set forth at 13 CFR 121.103.

“Small disadvantaged business concern, consistent with 13 CFR 124.1002,” means a small business concern under the size standard applicable to the acquisition, that--

(1) Is at least 51 percent unconditionally and directly owned (as defined at 13 CFR 124.105) by--

(i) One or more socially disadvantaged (as defined at 13 CFR 124.103) and economically disadvantaged (as defined at 13 CFR 124.104) individuals who are citizens of the United States; and

(ii) Each individual claiming economic disadvantage has a net worth not exceeding $750,000 after taking into account the applicable exclusions set forth at 13 CFR 124.104(c)(2); and

(2) The management and daily business operations of which are controlled (as defined at 13.CFR 124.106) by individuals, who meet the criteria in paragraphs (1)(i) and (ii) of this definition.

“Subsidiary” means an entity in which more than 50 percent of the entity is owned—

(1) Directly by a parent corporation; or

(2) Through another subsidiary of a parent corporation.

“Successor” means an entity that has replaced a predecessor by acquiring the assets and carrying out the affairs of the predecessor under a new name (often through acquisition or merger). The term “successor” does not include new offices/divisions of the same company or a company that only changes its name. The extent of the responsibility of the successor for the liabilities of the predecessor may vary, depending on State law and specific circumstances.

“Veteran-owned small business concern” means a small business concern—

(1) Not less than 51 percent of which is owned by one or more veterans(as defined at 38 U.S.C. 101(2)) or, in the case of any publicly owned business, not less than 51 percent of the stock of which is owned by one or more veterans; and

(2) The management and daily business operations of which are controlled by one or more veterans.

“Women-owned business concern” means a concern which is at least 51 percent owned by one or more women; or in the case of any publicly owned business, at least 51 percent of the its stock is owned by one or more women; and whose management and daily business operations are controlled by one or more women.

“Women-owned small business concern” means a small business concern --

(1) That is at least 51 percent owned by one or more women or, in the case of any publicly owned business, at least 51 percent of the stock of which is owned by one or more women; and

(2) Whose management and daily business operations are controlled by one or more women.

“Women-owned small business (WOSB) concern eligible under the WOSB Program (in accordance with 13 CFR part 127), means a small business concern that is at least 51 percent directly and unconditionally owned by, and the management and daily business operations of which are controlled by, one or more women who are citizens of the United States, and the concern is certified by SBA or an approved third-party certifier in accordance with 13 CFR 127.300.

(b) (1) Annual Representations and Certifications. Any changes provided by the Offeror in paragraph (b)(2) of this provision do not automatically change the representations and certifications in SAM.

(2) The offeror has completed the annual representations and certifications electronically in SAM accessed through http://www.sam.gov. After reviewing SAM information, the Offeror verifies by submission of this offer that the representations and certifications currently posted electronically at FAR 52.212-3, Offeror Representations and Certifications-Commercial Products and Commercial Services, have been entered or updated in the last 12 months, are current, accurate, complete, and applicable to this solicitation (including the business size standard(s) applicable to the NAICS code(s) referenced for this solicitation), at the time this offer is submitted and are incorporated in this offer by reference (see FAR 4.1201), except for paragraphs __.

[Offeror to identify the applicable paragraphs at (c) through (v) of this provision that the offeror has completed for the purposes of this solicitation only, if any.

These amended representation(s) and/or certification(s) are also incorporated in this offer and are current, accurate, and complete as of the date of this offer.

Any changes provided by the offeror are applicable to this solicitation only, and do not result in an update to the representations and certifications posted electronically on SAM.]

(c) Offerors must complete the following representations when the resulting contract is for supplies to be delivered or services to be performed in the United States or its outlying areas, or when the contracting officer has applied part 19 in accordance with 19.000(b)(1)(ii). Check all that apply.

(1) Small business concern. The offeror represents as part of its offer that—

(i) It □ is, □ is not a small business concern; or

(ii) It □ is, □ is not a small business joint venture that complies with the requirements of 13 CFR 121.103(h) and 13 CFR 125.8(a) and (b). [ The offeror shall enter the name and unique entity identifier of each party to the joint venture: ____________.]

(2) Veteran-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents as part of its offer that it [_] is, [_] is not a veteran-owned small business concern.

(3) Service-disabled veteran-owned small business concern. [Complete only if the offeror represented itself as a veteran-owned small business concern in paragraph (c)(2) of this provision.] The offeror represents as part of its offer that—

(i) It □ is, □ is not a service-disabled veteran-owned small business concern; or

(ii) It □ is, □ is not a joint venture that complies with the requirements of 13 CFR 125.18(b)(1) and (2). [The offeror shall enter the name and unique entity identifier of each party to the joint venture: ____________.] Each service-disabled veteran-owned small business concern participating in the joint venture shall provide representation of its service-disabled veteran-owned small business concern status.

(4) Small disadvantaged business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it [_] is, [_] is not, a small disadvantaged business concern as defined in 13 CFR 124.1002.

(5) Women-owned small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it [_] is, [_] is not a women-owned small business concern.

(6) WOSB joint venture eligible under the WOSB Program. The offeror represents that it □ is, □ is not a joint venture that complies with the requirements of 13 CFR 127.506(a) through (c). [ The offeror shall enter the name and unique entity identifier of each party to the joint venture: ____________.]

(7) Economically disadvantaged women-owned small business (EDWOSB) joint venture. The offeror represents that it □ is, □ is not a joint venture that complies with the requirements of 13 CFR 127.506(a) through (c). [ The offeror shall enter the name and unique entity identifier of each party to the joint venture: ____________.] (8) Women-owned business concern (other than small business concern). [Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it [_] is, a women-owned business concern.

Note to paragraphs (c)(8) and (9): Complete paragraphs (c)(8) and (9) only if this solicitation is expected to exceed the simplified acquisition threshold.

(8) Women-owned business concern (other than small business concern). [Complete only if the offeror is a women-owned business concern and did not represent itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents that it □ is a women-owned business concern.

(9) Tie bid priority for labor surplus area concerns. If this is an invitation for bid, small business offerors may identify the labor surplus areas in which costs to be incurred on account of manufacturing or production (by offeror or first-tier subcontractors) amount to more than 50 percent of the contract price:____________

(10) HUBZone small business concern. [Complete only if the offeror represented itself as a small business concern in paragraph (c)(1) of this provision.] The offeror represents, as part of its offer, that--

(i) It □ is, □ is not a HUBZone small business concern listed, on the date of this representation, as having been certified by SBA as a HUBZone small business concern in the Dynamic Small Business Search and SAM, and will attempt to maintain an employment rate of HUBZone residents of 35 percent of its employees during performance of a HUBZone contract (see 13 CFR 126.200(e)(1)); and

(ii) It □ is, □ is not a HUBZone joint venture that complies with the requirements of 13 CFR 126.616(a) through (c). [ The offeror shall enter the name and unique entity identifier of each party to the joint venture: ______.] Each HUBZone small business concern participating in the HUBZone joint venture shall provide representation of its HUBZone status.

(d) Representations required to implement provisions of Executive Order11246- (1) Previous contracts and compliance. The offeror represents that-

(i) It [_] has, [_] has not, participated in a previous contract or subcontract subject to the Equal Opportunity clause of this solicitation; and

(ii) It [_] has, [_] has not, filed all required compliance reports.

(2) Affirmative Action Compliance. The offeror represents that --

(i) It [_] has developed and has on file, [_] has not developed and does not have on file, at each establishment, affirmative action programs required by rules and regulations of the Secretary of Labor (41 CFR parts 60-1 and 60-2), or

(ii) It [_] has not previously had contracts subject to the written affirmative action programs requirement of the rules and regulations of the Secretary of Labor.

(e) Certification Regarding Payments to Influence Federal Transactions (31 http://uscode.house.gov/ U.S.C. 1352). (Applies only if the contract is expected to exceed $150,000.) By submission of its offer, the offeror certifies to the best of its knowledge and belief that no Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress or an employee of a Member of Congress on his or her behalf in connection with the award of any resultant contract. If any registrants under the Lobbying Disclosure Act of 1995 have made a lobbying contact on behalf of the offeror with respect to this contract, the offeror shall complete and submit, with its offer, OMB Standard Form LLL, Disclosure of Lobbying Activities, to provide the name of the registrants. The offeror need not report regularly employed officers or employees of the offeror to whom payments of reasonable compensation were made.

(f) Buy American Certificate. (Applies only if the clause at Federal Acquisition Regulation (FAR) 52.225-1, Buy American – Supplies, is included in this solicitation.)

(1) (i) The Offeror certifies that each end product and that each domestic end product listed in paragraph (f)(3) of this provision contains a critical component, except those listed in paragraph (f)(2) of this provision, is a domestic end product.

(2) Foreign End Products:

[List as necessary]

(3) Domestic end products containing a critical component:

Line Item No. ___ [List as necessary]

(4) The Government will evaluate offers in accordance with the policies and procedures of FAR part 25.

(g) (1) Buy American -- Free Trade Agreements -- Israeli Trade Act Certificate. (Applies only if the clause at FAR 52.225-3, Buy American -- Free Trade Agreements -- Israeli Trade Act, is included in this solicitation.)

(i) (A) The Offeror certifies that each end product, except those listed in paragraph (g)(1)(ii) or (iii) of this provision, is a domestic end product and that each domestic end product listed in paragraph (g)(1)(iv) of this provision contains a critical component.

(B) The terms "Bahraini, Moroccan, Omani, Panamanian, or Peruvian end product," "commercially available off-the-shelf (COTS) item," "critical component," "domestic end product," "end product," "foreign end product," "Free Trade Agreement country," "Free Trade Agreement country end product," "Israeli end product," and "United States" are defined in the clause of this solicitation entitled "Buy American-Free Trade Agreements-Israeli Trade Act."

(ii) The Offeror certifies that the following supplies are Free Trade Agreement country end products (other than Bahraini, Moroccan, Omani, Panamanian, or Peruvian end products) or Israeli end products as defined in the clause of this solicitation entitled "Buy American-Free Trade Agreements-Israeli Trade Act."

Free Trade Agreement Country End Products (Other than Bahraini, Moroccan, Omani, Panamanian, or Peruvian End Products) or Israeli End Products:

(iii) The Offeror shall list those supplies that are foreign end products (other than those listed in paragraph (g)(1)(ii) of this provision) as defined in the clause of this solicitation entitled "Buy American-Free Trade Agreements-Israeli Trade Act." The Offeror shall list as other foreign end products those end products manufactured in the United States that do not qualify as domestic end products. For those foreign end products that do not consist wholly or predominantly of iron or steel or a combination of both, the Offeror shall also indicate whether these foreign end products exceed 55 percent domestic content, except for those that are COTS items. If the percentage of the domestic content is unknown, select “no”.

Other Foreign End Products:

(iv) The Offeror shall list the line item numbers of domestic end products that contain a critical component (see FAR 25.105).

Line Item No. ___ [List as necessary]

(v) The Government will evaluate offers in accordance with the policies and procedures of FAR part 25.

(2) Buy American—Free Trade Agreements—Israeli Trade Act Certificate, Alternate I. If Alternate I to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are Canadian end products as defined in the clause of this solicitation entitled “Buy American—Free Trade Agreements—Israeli Trade Act”:

Israeli End Products:

Line Item No.:

[List as necessary]

(3) Buy American—Free Trade Agreements—Israeli Trade Act Certificate, Alternate II. If Alternate II to the clause at FAR 52.225-3 is included in this solicitation, substitute the following paragraph (g)(1)(ii) for paragraph (g)(1)(ii) of the basic provision:

(g)(1)(ii) The offeror certifies that the following supplies are Canadian end products or Israeli end products as defined in the clause of this solicitation entitled “Buy American--Free Trade Agreements--Israeli Trade Act'':

Free Trade Agreement Country End Products (Other than Bahraini, Korean, Moroccan, Omani, Panamanian, or Peruvian End Products) or Israeli End Products:

(4) Trade Agreements Certificate. (Applies only if the clause at FAR 52.225-5, Trade Agreements, is included in this solicitation.)

(i) The offeror certifies that each end product, except those listed in paragraph (g)(4)(ii) of this provision, is a U.S.-made or designated country end product, as defined in the clause of this solicitation entitled "Trade Agreements."

(ii) The offeror shall list as other end products those end products that are not U.S.-made or designated country end products.

Other End Products

(iii) The Government will evaluate offers in accordance with the policies and procedures of FAR Part 25. For line items covered by the WTO GPA, the Government will evaluate offers of U.S.-made or designated country end products without regard to the restrictions of the Buy American statute. The Government will consider for award only offers of U.S.-made or designated country end products unless the Contracting Officer determines that there are no offers for such products or that the offers for such products are insufficient to fulfill the requirements of the solicitation.

(h) Certification Regarding Responsibility Matters (Executive Order 12689). (Applies only if the contract value is expected to exceed the simplified acquisition threshold.) The offeror certifies, to the best of its knowledge and belief, that the offeror and/or any of its principals--

(1) [_] Are, [_] are not presently debarred, suspended, proposed for debarment, or declared ineligible for the award of contracts by any Federal agency;

(2) [_] Have, [_] have not, within a three-year period preceding this offer, been convicted of or had a civil judgment rendered against them for: commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a Federal, state or local government contract or subcontract; violation of Federal or state antitrust statutes relating to the submission of offers; or commission of embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, tax evasion, violating Federal criminal tax laws, or receiving stolen property; and

(3) [_] Are, [_] are not presently indicted for, or otherwise criminally or civilly charged by a Government entity with, commission of any of these offenses enumerated in paragraph (h)(2) of this clause; and

(4) [_] Have, [_] have not, within a three-year period preceding this offer, been notified of any delinquent Federal taxes in an amount that exceeds the threshold at 9.104-5(a)(2) for which the liability remains unsatisfied.

(i) Taxes are considered delinquent if both of the following criteria apply:

(A) The tax liability is finally determined. The liability is finally determined if it has been assessed. A liability is not finally determined if there is a pending administrative or judicial challenge. In the case of a judicial challenge to the liability, the liability is not finally determined until all judicial appeal rights have been exhausted.

(B) The taxpayer is delinquent in making payment. A taxpayer is delinquent if the taxpayer has failed to pay the tax liability when full payment was due and required. A taxpayer is not delinquent in cases where enforced collection action is precluded.

(ii) Examples.

(A) The taxpayer has received a statutory notice of deficiency, under I.R.C. §6212, which entitles the taxpayer to seek Tax Court review of a proposed tax deficiency. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek Tax Court review, this will not be a final tax liability until the taxpayer has exercised all judicial appear rights.

(B) The IRS has filed a notice of Federal tax lien with respect to an assessed tax liability, and the taxpayer has been issued a notice under I.R.C. §6320 entitling the taxpayer to request a hearing with the IRS Office of Appeals Contesting the lien filing, and to further appeal to the Tax Court if the IRS determines to sustain the lien filing. In the course of the hearing, the taxpayer is entitled to contest the underlying tax liability because the taxpayer has had no prior opportunity to contest the liability. This is not a delinquent tax because it is not a final tax liability. Should the taxpayer seek tax court review, this will not be a final tax liability until the taxpayer has exercised all judicial appeal rights.

(C) The taxpayer has entered into an installment agreement pursuant to I.R.C. §6159. The taxpayer is making timely payments and is in full compliance with the agreement terms. The taxpayer is not delinquent because the taxpayer is not currently required to make full payment.

(D) The taxpayer has filed for bankruptcy protection. The taxpayer is not delinquent because enforced collection action is stayed under 11 U.S.C. §362 (the Bankruptcy Code).

(i) Certification Regarding Knowledge of Child Labor for Listed End Products (Executive Order 13126). [The Contracting Officer must list in paragraph (i)(1) any end products being acquired under this solicitation that are included in the List of Products Requiring Contractor Certification as to Forced or Indentured Child Labor, unless excluded at 22.1503(b).]

(1) Listed End Product

(2) Certification. [If the Contracting Officer has identified end products and countries of origin in paragraph (i)(1) of this provision, then the offeror must certify to either (i)(2)(i) or (i)(2)(ii) by checking the appropriate block.] [_] (i) The offeror will not supply any end product listed in paragraph (i)(1) of this provision that was mined, produced, or manufactured in the corresponding country as listed for that product.

[_] (ii) The offeror may supply an end product listed in paragraph (i)(1) of this provision that was mined, produced, or manufactured in the corresponding country as listed for that product. The offeror certifies that is has made a good faith effort to determine whether forced or indentured child labor was used to mine, produce, or manufacture any such end product furnished under this contract. On the basis of those efforts, the offeror certifies that it is not aware of any such use of child labor.

(j) Place of manufacture. (Does not apply unless the solicitation is predominantly for the acquisition of manufactured end products.) For statistical purposes only, the offeror shall indicate whether the place of manufacture of the end products it expects to provide in response to this solicitation is predominantly—

(1) [_] In the United States (Check this box if the total anticipated price of offered end products manufactured in the United States exceeds the total anticipated price of offered end products manufactured outside the United States); or

(2) [_] Outside the United States.

(k) Certificates regarding exemptions from the application of the Service Contract Labor Standards.