ATTACHMENT 1 - Draft Statement of Work.pdf

ATTACHMENT 1 – Draft Statement of Work

Sources Sought Notice # 80ARC026SS0728

STATEMENT OF WORK

FOR

MODEL SUPPORT REPLACEMENT

UNITARY PLAN WIND TUNNEL

REVISION: Initial Release

August 3, 2026

Revision Date Description

Basic June 23, 2026 Initial release

0.1 July 9, 2026 Incorporate MJO comments, forging inspections

0.2 July 16, 2026 Expand to cover entire project, rename from Tech. Spec. to SOW

0.3 July 21, 2026 Incorporate feedback from NASA procurement

IR August 3, 2026 Change drawing numbers for initial procurement, update schedule

1 DESCRIPTION OF PROJECT

1.1 BACKGROUND: NASA Ames Research Center’s Unitary Plan Wind Tunnel (UPWT) contains two test sections which share a common model support system design. The model support systems are used to hold the wind tunnel model and move it within the wind tunnel test section. The critical internal components of the model support system are dubbed the “Knuckle and Sleeve”. A machined “knuckle” rotates within a machined “sleeve” (Figure 1). Each of these parts have two rotational centerlines that are offset by 7.5°. By coordinating their rotation, the sting angle can be continuously varied in both pitch and yaw to accommodate a 30-degree cone angle (±15°) about the sting mount’s centerline. The interior parts of both model support systems are the same, but the cylindrical “center bodies” that contain the parts differ in length and mounting features.

Figure 1: Knuckle Sleeve Assembly Section Drawing

1.2 PROJECT JUSTIFICATION AND PLAN: The smooth and precise operation of this equipment is essential for recording accurate data at rapid intervals. The existing design works well but has worn out. Complete replacement is planned for both model supports, copying the original design. The piece parts will be purchased under this contract. Final assembly will be done at NASA Ames by the tunnel mechanics who will ultimately maintain the hardware- this will improve their understanding of the mechanism. This does not preclude interim fit checks of mating parts could be done by the contractor as work progresses.

1.3 PROJECT COMPLEXITY: Each complete model support system requires over 122 parts. Some of the large rotating parts require complicated machining and exacting tolerances for the needle bearing races that allow relative movement. The largest and most complex parts are machined from ASTM

A668 forgings and are up to 99" long, 15.5" diameter, and weigh 1400 lb. Some parts require precision grinding of bearing race lands to .0005” to .001” roundness and cylindricity.

1.4 PHASING PLAN: Due to the phasing plan of project funding, the parts will be purchased in groups as money becomes available. Under this Firm-Fixed Price (FFP) Indefinite Delivery, Indefinite

Quantity (IDIQ) contract, the most complex, high-risk parts will be purchased first. Additional parts will be purchased as funding becomes available, using the price breakdown requested in this SOW as guidance to determine which parts to purchase each fiscal year.

1.5 PERIOD OF PERFORMANCE: The expected period of performance for this contract is five years from the Award Date (tentatively on October 30, 2026).

2 SCOPE OF WORK

2.1 WORK INCLUDED: The Contractor shall furnish all material and material certifications, forgings, machining, grinding, heat treating, inspection reports, and shipping to NASA Ames Research Center, Moffett Field, California, for the parts listed in this document.

2.2 WORK BY SUB-CONTRACT (if applicable): Sub-Contractors may be needed to perform various specialized services. In all cases, the Contractor is responsible for all Sub-Contractor actions.

2.3 APPLICABLE DOCUMENTS: Where an effective date is not shown for any listed document, the current issue on the effective date of the contract which incorporates this specification shall apply. Any drawings, specifications, or documents not included will be provided upon Contractor request.

Deviation from revision levels or technical requirements contained within shall not occur without written authorization from the NASA Contracting Officer (CO).

2.4 CONTRACT DRAWINGS

2.4.1 Attachment A contains a complete list of drawings, including part quantities per assembly and total quantities required. Reference drawings (drawings showing assemblies that are done by others) are noted.

2.4.2 Drawings marked “Preliminary- not for fabrication” are provided for estimating purposes only. Final design will not deviate materially from what is shown on the preliminary drawings. All drawings for parts released for production will be marked as production drawings.

The initial procurement is expected to include parts from the following list:

Drawing No. Rev. Title

2.5 REFERENCE DRAWINGS

Some drawings are provided as reference but do not require any operations by the contractor. These included drawings which add match-drilled holes for existing fairings, or assemblies that will be done by others. They are included for completeness.

2.6 CITED REFERENCES: Work performed, and materials furnished, shall conform to the following publications to the extent specified herein. Where no specific issue or date of publication is given, the latest edition or supplement thereto in effect at the time of Request for Proposal shall be considered to be the issue in effect.

American Society of Mechanical Engineers (ASME)

Y14.5-2009 Dimensioning and Tolerancing

American Society for Testing and Materials (ASTM)

A668/A668M Standard Specification for Steel Forgings, Carbon and Alloy, for General

Industrial Use

A327-1826-M46 IR Detail, Knuckle

A327-1826-M54 IR Detail, Sleeve

A327-1826-M35 IR Details, Sting Adapter

A327-1826-M31-1 IR Details, Machining, Sting Body, 9x7

A327-1826-M31-2 IR Details, Machining, Sting Body, 11x11

F835 Standard Specification for Alloy Steel Socket Button and Flat Countersunk Head Cap

Screws

ASTM E2375 Standard Practice for Ultrasonic Testing of Wrought Products

National Aeronautics and Space Administration (NASA)

NASA PRC-9002 Process Specification for Part Marking

2.7 PROJECT MANAGEMENT The Contractor shall provide a project manager or similarly titled individual to act as the technical point of contact. This individual and designees shall be the point of contact for NASA with duties to include provision of status, coordinating site visits, responding to Request for Information/Comments/Proposals/Modifications, coordinating technical and schedule issues, and coordinating delivery of test reports and all documentation.

2.8 TERMINOLOGY OF DEFINITIONS

2.8.1 General: Unless the context otherwise requires, wherever in these specifications the following terms, abbreviations, and symbols, or pronouns in place of them are used, the intent and meaning shall be as defined herein.

Approval/Approved – Written approval of NASA CO, with concurrence from NASA Contracting Officer

Representative (COR), unless specifically stated otherwise.

Approved Equal/Equivalent –An item, material, or method which is offered as a substitute in lieu of that which is specified and which is approved.

Contractor – The individual, partnership, firm, corporation, or combination thereof, which has entered into a contract with the NASA to provide the required services and products.

Days – Unless otherwise designated, days mean calendar days.

Others – A person other than the Contractor or its Subcontractors that provides equipment, facilities or services related to accomplishing the Work.

Review/Reviews – Shall mean an action of review by NASA. Submit/Submitted- Shall mean an action of submittal to NASA.

2.9 TERMS

2.9.1 Unless otherwise stated, the words directed, required, permitted, ordered, instructed, designated, considered necessary, prescribed, approved, acceptable, satisfactory, or words of like meaning, refer to actions, expressions, and prerogatives of NASA.

2.9.2 Unless otherwise stated, all requirements, actions and effort required to perform the work of these

Specifications shall be by the Contractor. Statements or requirements noted in the “inoperative tense” such as sentences starting with verbs shall be understood as if the verb was preceded with the term “The Contractor shall”.

3 GENERAL REQUIREMENTS

3.1 SUBMITTALS

3.1.1 The Contractor shall provide the following submittals within 30 calendar days after the effective date of contract.

• Contractor Quality Assurance Plan (if different from plan submitted with original proposal).

• A proposed schedule per Section 10.7 of this document.

3.1.2 The Contractor shall provide ASTM A668 raw forging inspection reports per Section 4.4.3 for approval prior to start of machining.

3.1.3 The contractor shall provide inspection reports and material certs per Section 5.1.2 of this document.

This is a mandatory hold point prior to shipment.

3.1.4 The contractor shall provide a final Acceptance Data Package upon delivery of parts per Section 9.2 of this document.

3.2 QUALITY ASSURANCE

Quality Assurance shall be in accordance with Section 4.4 of this SOW, all cited reference specifications, and the contract drawings.

3.3 PROGRESS MEETINGS AND REPORTING

3.3.1 NASA shall have the option of a site visit to the Contractor facility prior to award of contract.

3.3.2 The Contractor shall conduct a Kick-off Meeting, which shall be held via teleconference. The purpose of the Kick-off Meeting is for NASA and the Contractor to exchange technical and administrative information including all relevant organizational certifications.

3.3.3 Project Status Reporting: The Contractor shall conduct, at a minimum, a monthly progress review to discuss status via teleconference or videoconference with NASA. Any issues that could affect the contract cost, technical requirements, or the current schedule shall be provided. Special meetings may be arranged to discuss problems or concerns on the part of the Contractor or NASA.

3.3.4 Requests for Information/Clarification: The Contractor shall, within two business days of any discrepancy, report to NASA any issues associated with execution of the contract. This includes questions for clarification of information, problems that could potentially affect cost, or schedule, proposed changes that may affect form, fit, or function or conflicting technical information. The

Contractor shall not proceed with work until the specific issue has been dispositioned by NASA (work can continue on other aspects of the project). All work execution not authorized shall be at the

Contractor’s risk. Re-work due to Contractor error shall be at the Contractor’s expense.

3.4 MANUFACTURED MATERIAL

Manufactured items and material to be incorporated into the work shall be handled, stored, applied, serviced, etc., in accordance with manufacturers’ recommendations and instructions, unless specifically indicated otherwise.

3.5 SPECIFICATIONS AND DRAWINGS

This is a build-to-print project. No contractor created drawings are anticipated.

4 TECHNICAL REQUIREMENTS

4.1 QUANTITY REQUREMENTS

Attachment A contains a complete list of drawings, including part quantities per assembly and total quantities required. Reference drawings (drawings showing assemblies that are done by others) are noted. 327-1826-M64 bearing needles and cages will be done by others and is included for reference only.

4.2 MATERIAL REQUIREMENTS

4.2.1 Forgings shall be forged in the USA or Canada.

4.2.2 Materials and heat treatments to be used are listed on the drawings. Contractor shall supply Material

Traceable Records that are identifiable to heat number or lot traceable to each individual manufactured part. Requests for material substitution due to availability issues shall be proposed in the response.

4.2.3 Contractor shall provide a Certificate of Material Conformance for all material.

4.2.4 Material grain direction to be followed if noted on drawings.

4.3 PART MARKING REQUIREMENTS

Parts shall be ink-stamped with part numbers, per NASA PRC-9002. Small parts not easily ink-stamped shall be bagged and tagged. Part markings on forgings shall be augmented per ASTM A668, Section 10.

4.4 INSPECTION REQUIREMENTS

4.4.1 Electronic detailed inspection reports are required for each individual manufactured part, which includes drawing dimensions, actual dimensions, and tolerance deviations, traceable to each item.

First article inspection is not sufficient. 3D chromatic reports are acceptable for most dimensions.

Physical inspection for diameters where bearing races will be fitted is required.

4.4.2 Hardness inspection reports of finished articles are required where hardness is specified.

4.4.3 Raw forgings shall be inspected and satisfy ASTM E2375, Class A acceptance criteria.

4.4.4 Final machined parts shall be inspected and satisfy ASTM E2375, Class AA acceptance criteria.

4.4.5 Contractor shall inform NASA of all non-conformances via a written Non-Conformance Report. This report shall contain a written description of the non-conformance along with supporting documentation, photographs, etc. Work shall not proceed with the non-conforming item until disposition of the non-conformance is provided by NASA. NASA shall provide disposition of the non-conformance in a timely manner.

4.4.6 Document measurement device(s) used and calibration dates of those devices.

4.4.7 Measuring and Test Equipment used by the Contractor to inspect and test a product shall be properly maintained, calibrated’ and traceable to National Institute of Standards & Technology (NIST)

ANSI/NCSL Z540 standards.

4.4.8 Supplier’s Quality System shall conform to AS9100D and/or ISO9001.

5 MANDATORY HOLD POINTS

5.1.1 Approval of raw forgings:

The results of the ASTM E2375 Ultrasonic Inspection of the raw forgings must be inspected and approved prior to machining.

5.1.2 Approval for Shipment:

NASA will perform an evaluation of the Contractor’s Final Dimensional Inspection Report, Certificate of Material Conformance, Material Traceable Records, and Hardness Testing Reports. Upon successful completion of a final inspection, NASA will provide a written “Approval for Shipment.”

6 LABELING REQUIREMENTS

6.1.1 Large parts shall be ink-stamped with part numbers, per NASA PRC-9002. Part markings on forgings shall be augmented per ASTM A668, Section 10.

6.1.2 For parts -M35, -M46, and M54 which have a quantity of two, the parts shall be serialized and numbered (e.g. SN#01, SN#02).

7 SURFACE FINISH

7.1 After inspection, ferrous surfaces shall be coated with a corrosion inhibitor. Due to the number of critical fits, painting will be by NASA.

Figure 2: Painted Surfaces, Typical

8 PACKAGING AND SHIPPING

8.1 The final parts being shipped by truck freight shall be packaged in enclosed crates with enough protection to prevent any damage during shipping. Crates shall provide safe transport in any weather.

8.2 Crates shall be clearly marked with the corresponding part numbers and serial numbers (if applicable).

9 DOCUMENTATION

9.1 The Contractor shall provide a Lot Acceptance Data Package (ADP) that contains all the documents applicable to the full production of delivered parts. The minimum contents of the ADP shall be as shown below. The cover page shall include the following data: Contractor name, a table of contents, part number and serial number, and signature by a duly authorized Contractor representative. The

ADPs shall be provided in electronic (PDF) and hardcopy formats.

9.2 ADP contents:

• Cover page

• Final contract with all terms and conditions

• Contract change orders (if any) and associated documentation

• Contractor Quality Assurance Plan

• Inspection Reports

• Calibration Records, including data from measurement equipment and test equipment

• Corrective Action Reports and all non-conformance reports

• RFI/Cs and RFI/C log

• Certified Material Test reports/Material Traceable Records for all material used in fabrication

10 SCHEDULE REQUIREMENTS

10.1 Overall Period of Performance: Five years from award of contract (roughly October 30, 2026, through

October 29, 2031).

10.2 Solicitation issued: (TBD)

10.3 Questions Due: (TBD)

10.4 Proposals Due: (TBD)

10.5 Contract award date: (TBD)

10.6 Parts delivery dates: typically 12 months after award of each delivery order unless otherwise stated.

10.7 Upon receipt of each delivery order, the Contractor shall provide a Gantt chart-type schedule of major activities which, and at a minimum, shall include receipt of raw forgings and material, part machining completion, inspection reports, and expected ship dates. These major activities shall all reference the date of receipt of delivery order. The schedule shall be provided within 30 calendar days after receipt of delivery order. Any Contractor requests to change the dates of the schedule milestones shall be submitted to NASA for approval.

11 MILESTONE PAYMENT CRITERIA

11.1 Receipt of Purchase Order: The Contractor shall submit an invoice for 10% payment due upon receipt of each delivery order.

11.2 Forging and material orders: Upon receipt of material and forgings, the Contractor shall submit an invoice for the material costs.

11.3 Upon completion and approved inspection reports of each part, the Contractor may submit an invoice for the portion of the contract price appropriate for the fabrication of each part.

11.4 Upon successful completion of all contract deliverables and submittal of all data described in Section

8.0, the Contractor may submit an invoice for all remaining costs associated with the contract.

11.5 Modification proposals: The Contractor shall furnish an itemized price breakdown in conjunction with any proposed modification of the contract price to NASA for approval. Unless otherwise directed, the breakdown shall be in sufficient detail to permit an analysis of all labor, equipment, subcontract, and overhead costs as well as profit and shall cover all work involved to accomplish the modification, whether deleted, added or changed.

12 SITE VISITS

12.1 NASA representatives may request to meet with industry or participate in site visits to discuss manufacturing and inspection processes.