SOURCE PRE-QUALIFICATION STATEMENT

(Public Law 98-525, 10 United States Code Section 2319)

AMSC C: This part requires engineering source approval by the control activity to maintain the quality of the part. An alternative source must qualify according to the design control activity’s procedures as approved by the cognizant government engineering activity, AFLCMC/WIHEZ.

SECTION A: ITEM IDENTIFICATION

The items listed below can be Overhauled and Repaired by separate or the same contractor:

PART NUMBER STOCK NUMBER (NSN) NOMENCLATURE Tech Order 204-011-400-19 1615-01-018-3484 Swashplate and Support Assembly 3R2-5-2-2; 3R2-5-2-4 204-011-401-19 1615-00-204-6973 Scissors and Sleeve Assembly 3R20-2-2; 3R20-2-4 204-040-366-15 1615-00-255-2896 Main Rotor Mast Assembly 3R19-2-2; 3R19-2-4

*Subcomponents with time-change requirements of assemblies mentioned above are listed in T.O. 1H- 1(U)N-6. Other miscellaneous technical orders that govern specific areas of the work include 00-25- 234 (General Requirements for Repair, Maintenance, & Testing of Electrical Equipment), 00-35D-54 (Deficiency Reporting), 00-5-1 (USAF Tech Order System), 1-1-691 (Corrosion Prevention), and 00-20-2 (Maintenance Data Documentation).

SECTION B: JUSTIFICATION FOR ESTABLISHING A QUALIFICATION REQUIREMENT

The Swashplate and Support Assembly, NSN: 1615-01-018-3484 is a Critical Safety Item assembly that requires overhaul as detailed in the Air Force technical orders. The assembly has special characteristics, which if not conforming to the design of the part could cause failure and ultimately loss of control of the aircraft and result in severe injury or loss of life. The swashplate and support assembly is a device for connecting the rotating, mast-mounted, main rotor control linkage to the nonrotating, fuselage-mounted, cyclic and elevator control systems. The swashplate consists of an outer ring rotating on a ball thrust bearing on a nonrotating inner ring, which is mounted to the support through a gimbal ring to allow tilting any direction. The support also has provisions for mounting the collective lever and sleeve.

The Scissors and Sleeve Assembly, NSN: 1615-00-204-6973 is a flight safety critical part. The assembly has special characteristics, which if not conforming to the design of the part could cause failure and ultimately loss of control of the aircraft and result in severe injury or loss of life. It consists of two scissor levers and a rotating hub splined to the mast and mounted through ball thrust bearings on the upper end of the non-rotating collective sleeve. The collective sleeve is operated between the swash- plate support and mast and is actuated by collective levers attached to the lower end. The outboard ends of the scissors are connected to the swashplate outer ring by two drive links. The inboard ends of the scissors are indirectly connected to the pitch horns by two control tubes which transmit collective and cyclic control motions to the mixing levers in the stabilizer bar.

The Main Rotor Mast Assembly, NSN: 1615-00-255-2896 is a Bell Helicopter-designated Flight Safety Part and a Safety Critical Screw Threaded Component (SCSTC). SCSTCs are threaded components which, if they suffer a thread or material related failure in isolation, may result in the loss of aircraft, loss of life, or severe injury. The critical performance requirements of the mast assembly are the condition and integrity of the threads, proper fastener installation and torquing of nuts, and correct bearing installation. The Main Rotor Mast Assembly provides a means of mounting the main rotor and connecting it to the transmission. The mast is a tubular steel shaft fitted with two bearings which support it vertically in the transmission. Mast driving splines engage with the transmission upper stage planetary gear, providing counterclockwise rotation as viewed from above. Splines on the upper portion of the mast provide mounting for the main rotor and control assemblies.

SECTION C: QUALIFICATION REQUIREMENTS

This section contains the minimum requirements necessary to become a qualified bidder on the equipment listed in Section A. The repair and overhaul of this component will return unserviceable component to serviceable condition per the USAF TO listed in Section A. The extent of internal parts replacement required shall be determined by the inspections and the disassembly/assembly required to restore this item to serviceable condition. Some parts are life limited and will require replacement according to the accumulated flight hours and individual part retirement requirement.

a. Potential bidders shall provide a summary of the company’s capabilities as directed in the AF

Rotary Wing SAR Package Submission Guide (WIH-ENG-07001, Revision A).

b. Vendors will be required to have the special tooling and test equipment called out in T.O.s listed below:

Technical Order Noun Table for Special Tools and Test Equipment 3R2-5-2-2 Swashplate and Support Assy. Section II 3R20-2-2 Scissors and Sleeve Assy. Section II 3R19-2-2 Main Rotor Mast Assy. Section II Alternates to the special tooling and/or test equipment may be used, provided the potential bidder can demonstrate that they have an equivalent piece of equipment that can accomplish the successfully in accordance with the applicable technical data. Each individual similar piece of equipment will require Government evaluation and approval. Alternate tools/equipment must be identified by part number and potential bidders must specify by part number which piece of equipment the alternate is replacing. Alternate tools/equipment must receive approval from the applicable government engineering activity, AFLCMC/WIHEZ (Helicopter Engineering Section) before such tools or equipment are used to overhaul/repair any flight safety critical components. The components listed in Section A are flight safety critical components.

c. Potential bidders shall demonstrate the ability and have experience in repair/overhaul of similar critical safety components, which are currently in use on commercial or military helicopters.

d. Potential bidders shall provide a detailed quality plan implementing AS9100 or ISO 9001 (or equivalent) and provide certification for the quality plan that is in use.

e. Potential bidders shall provide a detailed repair/overhaul plan describing repair, overhaul and inspection procedures and shall provide for:

1. Traceability of batch/lot for repaired/overhauled material.

2. Identification of material sources. Sources for raw materials must be documented for each type of material. No material waivers will be granted.

3. Identification of sources for process not done in house shall be documented.

f. Potential bidders shall perform a minimum of 75% of the repair and overhaul workload in-house. Testing shall not be sub-contracted to a third-party facility. Test parameters and pass/fail criteria are listed in USAF TO in Section A.

g. After qualification, the repair and overhaul plan processes, vendor sources, quality procedures, etc. shall not be changed without the approval of AFLCMC/WIHEZ, obtained through the contracting officer.

h. Conditional approval may be granted based upon the submission of a Source Approval

Request providing the documentation requested herein. Full Pre-Qualification Status shall not be granted until bidders pass a one-time First Article Test after approval of a First Article Test Plan. Once vendors have obtained approval and passed First Article Testing, Pre- Qualification status will be granted. NOTE: AF engineering reserves the right to revoke qualification status dependent upon the results of the First Article Testing. Failed FA testing will likely result in disqualification for the current effort and a reopening of the solicitation.

i. The Source Pre-Award Qualification Requirements detailed in this document shall be waived for companies who have already passed qualification or pre/post-award qualification for items listed in Section A and have been listed on the WIHEZ Source Qualification Statement (SQS) for this item. Additionally, companies who currently possess official certification as a Bell authorized service center for Component Repair & Overhaul for Bell 205, 212, or UH-1 helicopters and have performed a Transmission Assembly Repair and Overhaul in the last 3 years are currently qualified to repair, overhaul and test the items listed in Section A, may be waived from First Article Testing, dependent upon the current status of the bidder, at discretion of WIHEZ engineering.

j. This qualification process shall be waived for companies who have already passed pre-qualification: Bell Helicopter Textron (CAGE 97499) is currently qualified to repair, overhaul, and test all of the parts listed in Section A. Arista (CAGE 6SR03) is currently qualified to repair, overhaul, and test the Swashplate and Support Assembly P/N: 204-01-400-19, NSN:

1615-01-018-3484 and the Scissors and Sleeve Assembly P/N: 204-01-401-19, NSN: 1615-00- 204-6973. These are the only vendors currently listed on the applicable SQS for each component. These vendors are Air Force approved and are waived from the requirement to complete a First Article Inspection on the components they are already qualified to repair, overhaul, and test. Any other OEM Bell-certified repair facilities, for the subject components only, that bid and are awarded this contract will also be waived First Article Inspection. OEM certification claims must be verified prior to approval.

k. The Air Force may not qualify potential bidders who have had quality problems when delivering similar or identical items to the government. Potential bidders who have produced similar items for the commercial market shall also be considered for qualification and shall provide all documentation and information directed by the SAR Submission Guide (WIH-

ENG-07001).

l. The United States Government reserves the right to witness all post-award qualification testing. The contractor shall provide test time and location to the Helicopter Program Office Engineering no later than 60 days prior to start of post-award qualification testing.

m. Potential bidders will have to obtain access to the USAF Technical Order system- the Enhanced Technical Information Management System (ETIMs). This system is the source for the most up to date USAF TOs.

n. The Government will perform an initial review of all information/material submitted for source qualification consideration. Within 45 working days a response will be provided to the submitter of either acceptance of all required materials/information for source qualification consideration or rejection of the submittal with identification of missing material/information required for successful resubmittal. Once the Government has provided a formal response that all required materials and information have been received that are required for source qualification a final response to potential bidder source qualification will be provided within 180 days. If clarification of information is required during the review process by the Government, then the 180-day review process will be extended by the amount of time required for the potential bidder to provide the additional information.

SECTION D: ESTIMATE OF THE TEST AND EVALUATION COSTS

This cost estimate is required per FAR 9.2029(a)(1)(ii) and 10 U.S.C. 2319(b)(3). It is intended to identify the costs for test and evaluation which will likely be incurred by the potential offeror to become qualified to repair and/or overhaul each part associated with the requirements being sought via the above PR. The total below pertains to only a single part; therefore, this should be multiplied by the number of items a company seeks to qualify.

Section Description Est. Cost A Shipping N/A B Dimensional/Electronic Verification

a. Chemical N/A

b. Metallurgical N/A

(1) Destructive N/A

(2) Non-Destructive N/A

c. Dimensional N/A

d. Electronic N/A

e. Mechanical N/A

f. Non-Destructive Inspection N/A

C Nuclear Harness N/A D Form, Fit, Function, and Interface N/A E OEM Qualification Testing

a. Laboratory Costs N/A

b. Flight/Data Reduction & Analysis Costs N/A

F Travel to Contractor or Test Site N/A G SAR Package Development/Evaluation $ 6,000.00

TOTAL = $ 6,000.00

Comments & Methodology: The above sections are listed in AFMCI 23-113 (Pg 22-23). The Integrated Product Team (to include Engineering) met to evaluate each category and determined that most of these T&E tasks will not be required by AFLCMC/WIHEZ to be considered for qualification. The vast majority of expenses that will be incurred by the Contractor will likely be associated with administrative labor performed to (1) substantiate their Company's technical capabilities and (2) vet that information internally for finalization of their SAR package for submittal to the Government. This is an estimated level of effort for EACH part. The basis of estimate for Section D consists of an approximated 80 man-hours at a rate of $75/hr.

SECTION E: GOVERNMENT CONTACT

The Government Point of Contact for the technical requirements specified for qualification is:

Andrew Bailey Rotary Wing Systems and Integrity Engineer- AFLCMC/WIHEZ 370 Richard Ray Blvd. Bldg. 300 478-926-0927 andrew.bailey.28@us.af.mil

SECTION F: SIGNATURE BLOCK

1/15/2026

X Andrew Bailey

NAME

AFLCMC/WIHEZ ENGINEER

Signed by: BAILEY.ANDREW.CHRISTOPHER.1405286765

1/15/2026

X Steven Oliver

NAME

AFLCMC/WIHE ENGR SUPERVISOR

Signed by: OLIVER.STEVEN.M.1294376972