Attachment 1 - Performance Work Statement JLG Maintenance.pdf

PERFORMANCE WORK STATEMENT (PWS)

JLG BOOM LIFT 800AJ

PREVENTIVE MAINTENANCE, INSPECTION, AND REPAIR

734 AIR MOBILITY SQUADRON, ANDERSEN AIR FORCE BASE (GUAM)

NOTE TO OUR CUSTOMERS: THIS TEMPLATE MUST BE TAILORED FOR YOUR AGENCY BY

INCLUDING YOUR UNIQUE REQUIREMENTS, QUANTITIES FOR WORKLOAD, SPECIFIC

SURVEILLANCE TECHNIQUES, ETC. ANY QUESTIONS REGARDING THIS TEMPLATE SHOULD BE

ADDRESSED WITH YOUR ASSIGNED ACQUISITION TEAM. GENERAL INFORMATION IS PRESENTED

IN BLUE ITALICS WITH PARENTHESIS BORDERS, WHILE FILL-IN GUIDANCE IS PRESENTED IN BLUE

ITALICS WITH BRACKET BORDERS. PLEASE DELETE ALL BLUE ITALICS WHEN FINALIZING THE

PWS.

Table of Contents

1. GENERAL:

1.1 Description of Services/Introduction:

1.2 Background:

1.3 Objectives:

1.4 Scope:

1.5 Period of Performance:

1.6 General Information:

1.6.1 Quality Control: (If applicable)

1.6.2 Quality Assurance:

1.6.3 Recognized Holidays:

1.6.4 Hours of Operation:

1.6.5 Place of Performance:

1.6.6 Type of Contract:

1.6.7 Security Requirements:

1.6.8 Special Qualifications:

1.6.9 Post Award Conference/Periodic Progress Meetings:

1.6.10 Contracting Officer Representative (COR):

1.6.11 Key Personnel:

1.6.12 Identification of Contractor Employees:

1.6.13 Contractor Travel: (If applicable)

1.6.14 Other Direct Costs: (If applicable)

1.6.15 Data Rights: (If applicable)

1.6.16 Organizational Conflict of Interest:

1.6.17 PHASE IN /PHASE OUT PERIOD: (If applicable)

2. DEFINITIONS AND ACRONYMS:

2.1 DEFINITIONS:

2.2 ACRONYMS:

3. APPENDIXES

3.1 APPENDIX A: Frequent Inspection

3.2 APPENDIX B: Annual Inspection

3.3 APPENDIX C: Preventive Maintenance

Part 1

GENERAL INFORMATION

1. GENERAL:

This is a non-personnel services contract to provide JLG Boom Lift (Model 800AJ, ATSTJLG01, Serial No. 0300178721) recurring inspections and maintenance for the 734th Air Mobility Squadron (734 AMS). The Government shall not exercise any supervision or control over the contract service providers performing the services herein. Such contract service providers shall be accountable solely to the Contractor who, in turn is responsible to the Government.

1.1 Description of Services/Introduction:

The contractor shall provide all personnel, equipment, supplies, tools, materials, supervision, additional facilities and transportation as needed, and all other items and non-personal services necessary to perform frequent, annual, preventive maintenance, and repairs as required on one

(1) JLG Boom Lift (Model 800AJ, Serial No. 0300178721) as described in Appendix A, B, and C, and as defined in this Performance Work Statement except for those items specified as government furnished property and services. The contractor shall perform to the standards in this contract.

1.2 Background:

In accordance with manufacturer’s instructions, the JLG Boom Lift 800AJ requires frequent inspections when the asset is in service for 3 months or 150 hours (whichever comes first) or is out of service for a period of more than 3 months for items listed in Appendix A of this performance work statement. An annual machine inspection with load test is required every year, no later than 13 months from the date of the prior inspection for items listed in Appendix B of this performance work statement. Preventive maintenance is required at intervals specified in the Service and Maintenance Manual or Appendix C of this performance work statement. Repair work includes the reprocessing or replacement of parts or materials which have deteriorated and could not have been corrected through maintenance servicing. Repairs may be identified during routine maintenance service or as an on-call service. Repair work may also be required for correction of conditions and equipment that adversely affects the use of the JLG Boom Lift.

1.3 Objectives:

Frequent inspections accomplished quarterly Annual inspection and load test accomplished every year Preventive maintenance accomplished as specified Repairs accomplished as required

1.4 Scope:

The contractor shall provide all personnel, equipment, supplies, tools, materials, supervision, additional facilities and transportation as needed, and all other items and non-personal services necessary to perform frequent, annual, preventive maintenance, and repairs as required on one (1) JLG Boom Lift, Model 800AJ, Serial No. 0300178721. Services include frequent inspections, annual inspection, load test, preventive maintenance, and repairs. The contractor shall accomplish:

Inspections and Preventive Maintenance: The contractor shall perform quarterly frequent inspections, annual inspections, and preventive maintenance on one (1) JLG Boom Lift, Model 800AJ, Serial No. 0300178721 in accordance with the manufacturer’s guidelines described in Appendix A, B, C and the manufacturer’s service manuals. The contractor shall provide all consumable parts/materials necessary for performing such inspections and preventive maintenance.

Load Test: The contractor shall perform a load test for one (1) JLG Boom Lift, Model 800AJ, Serial No. 0300178721 during every annual inspection. The load test shall be performed in accordance with commercial practices meeting the manufacture’s specifications. The contractor shall affix an inspection sticker stating the month and year when the said specified inspection was carried out and stencil next load test due date on the equipment. The contractor shall provide all consumable parts/materials necessary for performing load test.

Repairs: Repair work includes the reprocessing or replacement of parts or materials which have deteriorated and could not have been corrected through maintenance servicing. Repairs may be identified during routine maintenance service or as an on-call service. Repair work may also be required for correction of conditions and equipment that adversely affects the use of the JLG Boom Lift. The contractor shall furnish parts specified by the manufacturer or of equal quality.

Only new standard parts of the same manufacturer or equal quality shall be used in effecting repairs.

The contractor shall replace broken, worn or unserviceable parts identified during the performance of scheduled preventative maintenance or inspections. If on-call service for other Government Representative identified repairs is required, the contractor shall dispatch an engineer within 72 hours after notification from the time of the Government Representative’s on-call service request. The contractor shall report to the work location, survey, perform minor repairs, and restore the equipment to the maximum extent practicable. If the repair is unable to be made at the time of the response, the contractor shall immediately take temporary measures to ensure safety and minimize/prevent further damages to the JLG Boom Lift and will submit a deficiency report within five (5) calendar days of the findings.

If the estimated repair cost for such repairs identified during routine maintenance services or as an on-call service is below $2,500.00 to include labor, material, parts, and any costs associated with the service, the Government Representative will notify the contractor to immediately proceed with the repair. If the estimated repair exceeds $2,500.00, the contractor shall not commence until a notification is provided by the Contracting Officer.

Reports: The contractor shall submit inspection, preventive maintenance, and load test reports to the Government Representative within 15 business days after the date of actual performance and shall contain the following information at a minimum:

(1) Date Work Started

(2) Who performed the service

(3) Description and method of service performed

(4) Inspection, maintenance, and load test data

(5) Recommendation for effective maintenance and operation:

(6) Work Completion Date:

(7) Signature of Contractor Representative:

In the event that the contractor identifies needed repairs during maintenance services, the contractor shall immediately inform the Government Representative and take temporary measures to ensure safety and to minimize/prevent further damages to the JLG Boom Lift.

Additionally, the contractor shall submit a deficiency report within five (5) calendar days of the findings. The deficiency report shall include at a minimum of the following information:

(1) Finding date of failure

(3) Description of failure (pictures, drawings, etc.)

(4) Justification (what will happen if repair is not accomplished)

(5) Description of repair work

(6) Material list and man-hours for repair

(7) Proposed repair schedule

(8) Cost estimate for repair work

(9) Submission date of the report with contractor representative’s signature

The contractor shall prepare and submit a written report within five (5) calendar days after the repair is accomplished. This report shall include:

(1) Date, time, and repair service performed, including step by step process

(2) Photographs showing deficiencies and repair performed

(3) Results of follow-on inspection, testing, and certification

(4) Repair material and labor cost, including man-hours

(5) Submission date of report with contractor’s representative’s signature

1.5 Period of Performance:

The period of performance shall be for one (1) Base Year of 12 months and two (2) 12-month option years.

1.6 General Information:

1.6.1 Quality Control:

The contractor shall develop and maintain an effective quality control program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s quality control program is the means by which he assures himself that his work complies with the requirement of the contract. The quality control plan is to be delivered to the Contracting Office and Government Representative within 30 days of contract award. After acceptance of the quality control plan the contractor shall receive the contracting officer’s acceptance in writing of any proposed change to his QC system.

1.6.2 Quality Assurance:

The government shall evaluate the contractor’s performance under this contract in accordance with the Quality Assurance Surveillance Plan. This plan is primarily focused on what the Government must do to ensure that the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rate(s).

1.6.3 Recognized Holidays:

The contractor is not required to perform work on the following recognized holidays:

New Year’s Day Martin Luther King Jr.’s Birthday President’s Day Memorial Day Independence Day

Labor Day Columbus Day Veteran’s Day Thanksgiving Day Christmas Day

1.6.4 Hours of Operation:

The contractor is responsible for conducting business, between the hours of 0730-1630 Monday thru Friday except Federal holidays or when the Government facility is closed due to local or national emergencies, administrative closings, or similar Government directed facility closings.

For other than firm fixed price contracts, the contractor will not be reimbursed when the government facility is closed for the above reasons. The Contractor must at all times maintain an adequate workforce for the uninterrupted performance of all tasks defined within this PWS when the Government facility is not closed for the above reasons. When hiring personnel, the Contractor shall keep in mind that the stability and continuity of the workforce are essential.

1.6.5 Place of Performance:

The work to be performed under this contract will be performed at the 734th Air Mobility Squadron at 19020 Arc Light Boulevard, Andersen Air Force Base, Guam as required to perform maintenance and inspection requirements. If extenuating circumstances dictate the need for additional facilities or transportation of the JLG Boom Lift, the contractor will be responsible for furnishing additional facilities and transportation as needed.

1.6.6 Type of Contract:

The government will award a (Type of contract to be determined by CCE and the customer).

1.6.7 Security Requirements:

1.6.7.1 Physical Security:

The contractor shall be responsible for safeguarding all government equipment, information and property provided for contractor use. At the close of each work period, government facilities, equipment, and materials shall be secured.

1.6.7.2 Key Control:

The Contractor shall establish and implement methods of making sure all keys/key cards issued to the Contractor by the Government are not lost or misplaced and are not used by unauthorized persons. NOTE: All references to keys include key cards. No keys issued to the Contractor by the Government shall be duplicated. The Contractor shall develop procedures covering key control that shall be included in the Quality Control Plan. Such procedures shall include turn-in of any issued keys by personnel who no longer require access to locked areas. The Contractor shall immediately report any occurrences of lost or duplicate keys/key cards to the Contracting Officer.

1.6.7.2.1. In the event keys, other than master keys, are lost or duplicated, the Contractor shall, upon direction of the Contracting Officer, re-key or replace the affected lock or locks; however, the Government, at its option, may replace the affected lock or locks or perform re-keying. When the replacement of locks or re-keying is performed by the Government, the total cost of re-keying or the replacement of the lock or locks shall be deducted from the monthly payment due the Contractor. In the event a master key is lost or duplicated, all locks and keys for that system shall be replaced by the Government and the total cost deducted from the monthly payment due the Contractor.

1.6.7.2.2. The Contractor shall prohibit the use of Government issued keys/key cards by any persons other than the Contractor’s employees. The Contractor shall prohibit the opening of locked areas by Contractor employees to permit entrance of persons other than Contractor employees engaged in the performance of assigned work in those areas, or personnel authorized entrance by the Contracting Officer.

1.6.7.3 Lock Combinations: N/A

1.6.8 Special Qualifications:

The contractor is responsible to ensuring all technicians are qualified to perform their applicable tasks outlined in this PWS. Contractor must be able to adhere to any and all prescribed checklists for maintenance and inspection of the equipment listed in this contract.

1.6.9 Post Award Conference/Periodic Progress Meetings:

The Contractor agrees to attend any post award conference convened by the contracting activity or contract administration office in accordance with Federal Acquisition Regulation Subpart

42.5. The contracting officer, Contracting Officers Representative (COR), and other Government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings the contracting officer will apprise the contractor of how the government views the contractor's performance and the contractor will apprise the Government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.6.10 Contracting Officer Representative (COR):

The (COR) will be identified by separate letter. The COR monitors all technical aspects of the contract and assists in contract administration The COR is authorized to perform the following functions: assure that the Contractor performs the technical requirements of the contract: perform inspections necessary in connection with contract performance: maintain written and oral communications with the Contractor concerning technical aspects of the contract: issue written interpretations of technical requirements, including Government drawings, designs, specifications: monitor Contractor's performance and notifies both the Contracting Officer and Contractor of any deficiencies; coordinate availability of government furnished property, and provide site entry of Contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the Contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.6.11 Key Personnel:

The follow personnel are considered key personnel by the government: JLG Mechanic. The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the contracting officer. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract. The contract manager or alternate shall be available between 0730-1630, Monday thru Friday except Federal holidays or when the government facility is closed for administrative reasons. Qualifications for all key personnel are listed below: JLG Industries, Inc. recognizes a qualified JLG equipment mechanic as a person who, by possession of a recognized degree, certificate, extensive knowledge, training, or experience, has successfully demonstrated the ability and proficiency to service, repair, and maintain the subject JLG product model.

1.6.12 Identification of Contractor Employees:

All contract personnel attending meetings, answering Government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are Government officials. They must also ensure that all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

1.6.13 Contractor Travel: N/A

1.6.14 Other Direct Costs: N/A

1.6.15 Data Rights: N/A

1.6.16 Organizational Conflict of Interest:

Contractor and subcontractor personnel performing work under this contract may receive, have access to or participate in the development of proprietary or source selection information (e.g., cost or pricing information, budget information or analyses, specifications or work statements, etc.) or perform evaluation services which may create a current or subsequent Organizational Conflict of Interests (OCI) as defined in FAR Subpart 9.5. The Contractor shall notify the Contracting Officer immediately whenever it becomes aware that such access or participation may result in any actual or potential OCI and shall promptly submit a plan to the Contracting Officer to avoid or mitigate any such OCI. The Contractor’s mitigation plan will be determined to be acceptable solely at the discretion of the Contracting Officer and in the event the Contracting Officer unilaterally determines that any such OCI cannot be satisfactorily avoided or mitigated, the Contracting Officer may effect other remedies as he or she deems necessary, including prohibiting the Contractor from participation in subsequent contracted requirements which may be affected by the OCI.

1.6.17 PHASE IN /PHASE OUT PERIOD: N/A

PART 2

DEFINITIONS & ACRONYMS

2. DEFINITIONS AND ACRONYMS:

2.1 DEFINITIONS:

2.1.1. CONTRACTOR. A supplier or vendor awarded a contract to provide specific supplies or service to the government. The term used in this contract refers to the prime.

2.1.2. CONTRACTING OFFICER. A person with authority to enter into, administer, and or terminate contracts, and make related determinations and findings on behalf of the government.

Note: The only individual who can legally bind the government.

2.1.3. CONTRACTING OFFICER'S REPRESENTATIVE (COR). An employee of the U.S.

Government appointed by the contracting officer to administer the contract. Such appointment shall be in writing and shall state the scope of authority and limitations. This individual has authority to provide technical direction to the Contractor as long as that direction is within the scope of the contract, does not constitute a change, and has no funding implications. This individual does NOT have authority to change the terms and conditions of the contract.

2.1.4. DEFECTIVE SERVICE. A service output that does not meet the standard of performance associated with the Performance Work Statement.

2.1.5. DELIVERABLE. Anything that can be physically delivered, but may include non-manufactured things such as meeting minutes or reports.

2.1.6. KEY PERSONNEL. Contractor personnel that are evaluated in a source selection process and that may be required to be used in the performance of a contract by the Key Personnel listed in the PWS. When key personnel are used as an evaluation factor in best value procurement, an offer can be rejected if it does not have a firm commitment from the persons that are listed in the proposal.

2.1.7. PHYSICAL SECURITY. Actions that prevent the loss or damage of Government property.

2.1.8. QUALITY ASSURANCE. The government procedures to verify that services being performed by the Contractor are performed according to acceptable standards.

2.1.9. QUALITY ASSURANCE Surveillance Plan (QASP). An organized written document specifying the surveillance methodology to be used for surveillance of contractor performance.

2.1.10. QUALITY CONTROL. All necessary measures taken by the Contractor to assure that the quality of an end product or service shall meet contract requirements.

2.1.11. SUBCONTRACTOR. One that enters into a contract with a prime contractor. The Government does not have privity of contract with the subcontractor.

2.1.12. WORK DAY. The number of hours per day the Contractor provides services in accordance with the contract.

2.1.12. WORK WEEK. Monday through Friday, unless specified otherwise.

2.2 ACRONYMS:

ACOR Alternate Contracting Officer's Representative AFARS Army Federal Acquisition Regulation Supplement AR Army Regulation CCE Contracting Center of Excellence CFR Code of Federal Regulations CONUS Continental United States (excludes Alaska and Hawaii) COR Contracting Officer Representative COTR Contracting Officer's Technical Representative COTS Commercial-Off-the-Shelf DA Department of the Army DD250 Department of Defense Form 250 (Receiving Report) DD254 Department of Defense Contract Security Requirement List DFARS Defense Federal Acquisition Regulation Supplement DMDC Defense Manpower Data Center DOD Department of Defense FAR Federal Acquisition Regulation HIPAA Health Insurance Portability and Accountability Act of 1996 KO Contracting Officer OCI Organizational Conflict of Interest OCONUS Outside Continental United States (includes Alaska and Hawaii) ODC Other Direct Costs PIPO Phase In/Phase Out POC Point of Contact PRS Performance Requirements Summary PWS Performance Work Statement QA Quality Assurance QAP Quality Assurance Program QASP Quality Assurance Surveillance Plan QC Quality Control QCP Quality Control Program TE Technical Exhibit

Table 2-3. Inspection and Preventive Maintenance Schedule

AREA

INTERVAL

Pre-Start1 Inspection

Weekly Preventive Maintenance

Monthly Preventive Maintenance

Pre-Delivery2 or Frequent' Inspection

Annual4 (Yearly)

Inspection

Every 2 Years

Boom Assembly 9

Boom Weldments 1,2,4 1,2,4

Hose/Cable Carrier Installations 1,2,9,12 1,2,9,12

Pivot Pins and Pin Retainers 1,2 1,2

Sheaves, Sheave Pins 1,2 1,2

Bearings 1,2 1,2

Wear Pads 1,2 1,2

Covers or Shields 1,2 1,2

Extend/Retract Chain or Cable Systems 1,3,5,22

UMS System Functional Check 1,2,3

Platform Assembly 9

Platform 1,2 1,2

Railing 1,2 1 1,2

Gate 5 1 1,5

Floor 1,2 1 1,2

Rotator 9,5 15

Lanyard Anchorage Point 2 1,2,10 1,2,10

Turntable Assembly 9

Swing Bearing or Worm Gear 1,2,14 1,2,3,13,14

Oil Coupling 9

Swing Drive System 11 11

Turntable Lock 1,2,5 1,2,5

Hood, Hood Props, Hood Latches 5 1,2,5

Chassis Assembly 9

Tires 1 16,17 16,17,18 16,17,18

Wheel Nuts/Bolts 1 15 15 15

Wheel Bearings 14,24

Oscillating Axle/Lockout Cylinder Systems 5,8

Outrigger or Extendable Axle Systems 5,8 5,8

Steer Components

Drive Motors

Drive Hubs 11 11

Functions/Controls 9

INTERVAL

Pre-Start1 Inspection

Weekly Preventive Maintenance

Monthly Preventive Maintenance

Pre-Delivery2 or Frequentl Inspection

Annual4 (Yearly)

Inspection

Every 2 Years

Platform Controls 5 5 6 6

Ground Controls 5 5 6 6

Function Control Locks, Guards, or Detents 1,5 1,5 5 5

Footswitch 1,5 5 5

Emergency Stop Switches (Ground & Platform) 5 5 5

Function Limit or Cutout Switch Systems 5 5 5

Capacity Indicator 5

Drive Brakes 5

Swing Brakes 5

Boom Synchronization/Sequencing Systems 5

Manual Descent or Auxiliary Power 5 5

Power System 9

Engine Idle, Throttle, and RPM 3 3

Engine Fluids (Oil, Coolant, Fuel) 11 9,11 11 11

Air/Fuel Filter 1,7 7 7

Exhaust System 1,9 9 9

Batteries 5 1,9 19

Battery Fluid 11 11 11

Battery Charger 5 5

Fuel Reservoir, Cap,and Breather 11,9 2 1,5 1,5

Hydraulic/Electric System 9

Hydraulic Pumps 1,9 1,2,9

Hydraulic Cylinders 1,9,7 2 1,2,9 1,2,9

Cylinder Attachment Pins and Pin Retainers 1,9 1,2 1,2

Hydraulic Hoses, Lines,and Fittings 1,9 12 1,2,9,12 1,2,9,12

Hydraulic Reservoir, Cap,and Breather 11 1,9 2 1,5 1,5 24

Hydraulic Filter 1,9 7 7

Hydraulic Fluid 11 7,11 7,11

Electrical Connections 1 20 20

Instruments, Gauges, Switches, Lights, Horn 1 5,23

Holding Valve Checks 1,5,9,22

General

Operation and Safety Manuals in Storage Box 21 21 21

ANSI and EMI Manuals/Handbooks Installed 21

Table 2-3. Inspection and Preventive Maintenance Schedule

INTERVAL

Pre-Start1 Inspection

Weekly Preventive Maintenance

Monthly Preventive Maintenance

Pre-Delivery2 or Frequentl Inspection

Annual4 (Yearly)

Inspection

Every 2 Years

Capacity Decals Installed, Secure, Legible 21 21 21

All Decals/Placards Installed, Secure, Legible 21 21 21

Walk-Around Inspection Performed 21

Annual Machine Inspection Due 21

No Unauthorized Modifications or Additions 21 21

All Relevant Safety Publications Incorporated 21 21

General Structural Condition and Welds 2,4 2,4

All Fasteners, Pins, Shields, and Covers 1,2 1,2

Grease and Lubricate to Specifications 22 22

Function Test of All Systems 21 21 21,22

Paint and Appearance 7 7

Stamp Inspection Date on Frame 22

Notify JLG of Machine Ownership 22

Footnotes:

1 Prior to use each day; or at each Operator change 2Prior to each sale,lease,or delivery 3 Inservice for 3months or 150Hours; or Out of service for 3 months or more; or Purchased used 4 Annually, no later than 13months from the date of the prior inspection

Performance Codes:

1 -Check for proper and secure installation 2 - Visual inspection for damage,cracks,distortion or excessive wear 3 -Check for proper adjus1menl 4 -Check for cracked or broken welds 5 -Operates Properly 6 -Returns to neutral or 'off' position when released 7 -Clean and free of debris 8-Interlocks function properly 9 -Check for signs of leakage 10-Decals installed and legible 11 - Check for proper fluid level 12- Check for chafing and proper routing 13- Check for proper tolerances 14- Properly lubricated 15- Torqued to proper specification 16- No gouges,excessive wear, or cords showing 17 -Properly inflated and seated around rim 18- Proper and authorized components 19- Fully charged 20- No loose connections, corrosion, or abrasions 21-Verify 22- Perform 23 -Sealed Properly 24-Drain,Clean,Refill