FA8684-20-S-C001 Call 0013 Amendment One.pdf

DEPARTMENT OF THE AIR FORCE

HEADQUARTERS AIR FORCE LIFE CYCLE MANAGEMENT CENTER

WRIGHT-PATTERSON AIR FORCE BASE OHIO

23 January 2023

Federal Agency: Air Force

Program Office: AFLCMC/RO “Rapid Sustainment Office (RSO)”

Call Number: FA8684-20-S-C001, Amendment 01, Call 0013 Amendment One

Call Title: Additive Manufacturing Metals – Complex Hydraulic Components

NAICS: 541330 – Engineering Services Call Type: One-Step, Closed Call Call 0013 Amendment One Release Date: 23 January 2023 Proposal Due Date: 03 February 2023 at 5:00 PM ET

1. The Rapid Sustainment Office (RSO) seeks to leverage technology advances to further its mission to reduce Air Force sustainment and operational cost and/or improve mission readiness.

The RSO seeks to work with companies who can deliver innovative sustainment and operational advances to Air Force end users. This announcement is for a Technology Focus Area (TFA)/Area of Interest (AoI) under the RSO Commercial Solutions Opening FA8684-20-S- C001. Interested parties are highly encouraged to visit the Government Point of Entry (www.beta.sam.gov) to review the RSO CSO special posting in its entirety to obtain more information on the process for submission and evaluation of the CSO proposals.

This Call seeks to solicit innovative solutions that meet the objectives detailed in Attachment 1 – Proposal Instructions. The term innovative is defined as any technology, process, or method, including research and development that is new as of the date of proposal submission; or any new application of an existing technology, process or method as of the proposal date.

The RSO is not obligated to extend a request for proposal or make an award as a result of this Call; all awards are subject to the availability of funds and successful negotiations. This Call is not an authorization to begin performance, and in no way obligates the Government for any costs incurred by the Offeror associated with developing a proposal. Prior to commencement of any activities associated with performance under this Call, the Government will issue a written directive or contractual document signed by the Contracting Officer with appropriate consideration established. The RSO reserves the right to modify the requirements of this Call.

The authority to issue this One-Step, Closed Call is derived from AFLCMC/RO Commercial Solutions Opening, FA8684-20-S-C001, Amendment 01, dated 27 May 2022. The CSO authority is Section 879 of the National Defense Authorization Act for FY2017, Public Law 114-328, and Class Deviation 2022- O0007.

WRIGHT-PATTERSON AIR FORCE BASE OHIO

2. In order to be considered for evaluation, all proposals shall be submitted to the Government Contracting Officer via DoD SAFE no later than 03 February 2023 at 5:00 PM ET. LATE PROPOSALS WILL NOT BE ACCEPTED. Prior to proposal submittal the Offeror shall request a DoD SAFE link from the RSO Contracting Officer listed in paragraph 13 below. The format for submission of proposals via DoD SAFE is one (1) unlocked PDF document that encompasses all required content (Volumes 1-4, as described in Section 6.0 of Attachment 1, RSO CSO Call 0013 Proposal Instructions). If a proposal is submitted after the stated time and date, it will not be reviewed. The RSO will not be responsible for any proposals that are late due to issues with Offeror or Air Force email systems, or DoD SAFE. It is the Offeror’s responsibility to insure the RSO receives the proposal by the specific due date and time. Classified proposals will not be accepted; therefore, proposals shall not contain any classified information or data.

3. If an adequate proposal is submitted by the stated due date, the RSO will evaluate the proposed technical solution(s) in accordance with the criteria stated in Attachment 1 – RSO CSO Call 0013 Proposal Instructions.

4. The RSO is not obligated to make any awards as a result of this Call and all awards are subject to the availability of funds and successful negotiations. The Government is not responsible for any monies expended by the Offeror prior to the issuance of any contract award.

The RSO reserves the right to modify any proposal requirements. Any information contained in this Call that could potentially be viewed as contradictory to this paragraph should not be interpreted as such.

5. If issues arise pertaining to this Call that cannot be resolved to the satisfaction of the RSO, the Contracting Officer reserves the right to withdraw or cancel the Call without award. In such an event, the Offeror will be notified, via letter or email, of the decision and this decision shall be final and conclusive and shall not be subject to the “Disputes” clause or the “Contracts Dispute Act.”

6. Please note that in accordance with DFARS 252.204-7019, the RSO cannot award a contract unless the successful Offeror has a current NIST SP 800-171 DoD assessment completed and posted in the Supplier Performance Risk System (SPRS) – see DFARS 252.204-7019 and DFARS 252.204-7020 for more information regarding the requirements. The RSO also cannot award a contract unless the successful Offeror has updated the FAR 52.204-26 representation in SAM to account for the update to the provision published in October 2020.

7. It is also important to note that RSO intends to include the clause FAR 52.242-15, Stop-Work Order, in any resulting contract award.

8. The proposal validity date shall be at least 180 days after proposal submission.

WRIGHT-PATTERSON AIR FORCE BASE OHIO

9. Embedded within this Call are five (5) attachments, listed below the signature block. Specific instructions regarding each are contained within the attachments.

10. If any conflicting information occurs between this Call and other related solicitation document (see referenced solicitation), this Call shall take precedence. However, for information not specified or contained in this Call, the referenced documents may still apply. Each Offeror is responsible for reviewing each document in its entirety.

11. This solicitation is only applicable for FA8684-20-S-C001 Call 0013 Amendment One entitled, “Additive Manufacturing Metals – Complex Hydraulic Components” and should not be considered for any other effort(s).

12. Notice to Offeror(s): Funds are not presently available for this effort. No award will be made under this solicitation until funds are available. The Government reserves the right to cancel this solicitation, either before or after the closing date. In the event the Government cancels this solicitation, the Government has no obligation to reimburse an offeror for any costs.

13. The Point of Contact for this effort is the Contracting Officer, Valerie Inman at valerie.inman@us.af.mil. The Offeror shall not contact any other Government personnel or offices regarding this Call.

Attachments:

1. RSO CSO Call 0013 Amendment One Proposal Instructions

2. SF 1449 Amendment One

3. Cost Volume Template

4. Proposal Coversheet Template

5. Contract Data Requirements List (CDRL) Package

Note: These documents are included as embedded attachments to this adobe file. They can be accessed using the paperclip function in this PDF. This PDF document must be downloaded and saved in order to access the embedded attachments.

Attachment 1 – RSO CSO Call 0013 Amendment One

Proposal Instructions

1.0 INTRODUCTION

These proposal instructions provide specific guidelines for submitting a proposal for evaluation and potential award. The Offeror must ensure its proposal meets all requirements of these proposal instructions.

The Air Force Life Cycle Management Center Rapid Sustainment Office (RSO) specializes in identifying new and disruptive technologies, applying them to real-world Air Force sustainment challenges, and scaling best of breed capabilities across the enterprise. The RSO approach is characterized by three distinct but overlapping phases: Identify, Apply, and Scale. Each phase represents an increase in investment and maturity as successful projects continue and underperforming projects are allowed to end. Conceptually, this process is like a funnel that is continuously filled during the Identify phase and iteratively filters down, as best of breed technology solutions are developed and delivered at Scale to the sustainment and logistics enterprise.

The Department of the Air Force established the Advanced Manufacturing Program Office (AMPO) within the RSO to scale organic capability. Advanced Manufacturing is targeting cost-effective manufacturing processes such as Additive Manufacturing and Cold Spray to address supply chain and mission readiness challenges. This solicitation seeks an innovative methodology to mature technology solutions and/or materials, mitigate risk and produce fieldable results aiding in the scale of the organic capability.

As defined in the RSO CSO, the RSO publishes calls that seek to fund innovative technologies that propose new solutions to expand Air Force capabilities as it relates to the RSO Technology Focus Area (TFA). Each TFA identifies an area where prospective Contractors can bring substantial value to meet the RSO’s mission.

The Advanced Manufacturing (AM) TFA is described as: The RSO is working to identify, Federal Agency: Air Force Program Office: AFLCMC/RO AM Program Office Call Number: FA8684-20-S-C001, Call 0013 Amendment One Call Title: Additive Manufacturing Metals – Complex Hydraulic

Components NAICS: 541330 – Engineering Services Call Type: One-Step, Closed Call

Call 0013 Amendment One Release Date:

January 23, 2023

Proposal Due Date: February 3, 2023 develop, transition, and scale AM technology for the advancement of the Sustainment enterprise. This will leverage mature, new, and emerging AM technology to reduce operation and sustainment costs and improve readiness.

The Additive Manufacturing Metals – Complex Hydraulic Components Area of Interest (AoI) is described in detail in these proposal instructions. This call is intended to solicit innovative solutions that address the described AoI.

It is important to note, that the Government is not obligated to make any award as a result of these proposal instructions and all awards are subject to the availability of funds and successful negotiations. The Government is not responsible for any monies expended by the Offeror prior to the issuance of a contract award.

The RSO reserves the right to modify any of the proposal requirements and/or proposal instructions at any time.

2.0 FRAMEWORK FOR EVALUATION & AWARD

Section 2.0 describes the methodology for evaluating the proposal and the subsequent contract award, should an award be made.

2.1 Evaluation Criteria

The Offeror’s proposed solution for an innovative methodology to mature technology solutions and prepare them to Scale will be evaluated using the following criteria:

• Technical:

o The soundness and technical merit of the proposed solution to adequately address the RSO's stated Objectives and Scope that relate directly to the Technology Focus Areas.

o The demonstrated feasibility of the proposed solution to address the Objectives and Scope is mid-maturity (i.e. objectives are 5 or greater for TRL, MRL, SRL, but disruptive technologies are exceptions)

• Importance to Agency Programs/Commercial Innovation: The degree to which the proposed concept provides an innovative, unique and/or previously under-utilized capability for government application

• Funds Availability

• Price: Price shall be considered to the extent appropriate, but at a minimum, to determine that the price is fair and reasonable.

Technical reviewers will base their conclusions only on information contained in the written proposal. It cannot be assumed that reviewers are acquainted with the Offeror or any information regarding the Offeror not contained in the proposal. Relevant supporting data such as journal articles, literature, including Government publications, etc., may be included or referenced in the proposal.

Proposed solutions shall be evaluated based on the merit of the Offeror’s proposed innovative solution, not against other proposed solutions of other Offerors. The RSO reserves the right to award a contract to one, some, or none of the Offerors. The RSO also reserves the right to award all, part, or none of the proposals received.

2.2 Evaluation of Proposed Scope

Sections 3.0-3.8, Statement of Objectives, Objective and Scope, Anticipated Tasks, Technical Environment Information and Assumptions, Program Management Information and Assumptions, Information Security Information and Assumptions, Operational Security Information and Assumptions (OPSEC), and Personnel Security are all provided in detail.

Each Offeror shall propose a solution addressing the solicitation in its entirety in order for the proposal to be considered adequate and eligible for evaluation by the RSO.

The evaluators will use the criteria listed in Section 2.1 to evaluate.

2.3 Contract Type and Period of Performance

Regardless of whether there is one or more than one contract award, if an award is made the resulting contract may be a FAR Part 12, Fixed-Price contract.

The contract(s), if awarded, shall have a base year effort with an 18-month period of performance.

3.0 STATEMENT OF OBJECTIVES

Over the last several years the United States Air Force has sought technologies that improve fleet readiness and reduce the cost of maintaining aircraft. The RSO/AMPO seeks to leverage existing commercial technology with the desired outcome to expand the Air Force’s ability to produce more complex hydraulic components on existing government owned machines.

The proposal shall set forth an innovative solution that addresses all items outlined in Sections 3.0-3.8. The details regarding the proposed solution shall be provided in the Technical Volume of the Offeror’s proposal. Refer to Section 4.0: Technical Volume for further information.

3.1 Objectives and Scope

The scope of this effort is to leverage existing commercial technology with the desired outcome to expand the Air Force’s ability to produce more complex hydraulic components on existing government owned machines (EOS, GE M2 Series 5 Concept Laser and Velo). These printers were selected because they are currently owned by the Air Force, and the specific requirement here is to leverage the ability to produce more complex hydraulic components for the current fleet of printers. The use of any other printer would not yield results that would be useful for the Government to consider for scaling current printers. Although the Government may procure different printer and material efforts in the future, the purpose of this acquisition is to standardize and reduce development costs for Additive Manufacturing (AM) processes in the Air Force.

a. Leverage use of commercial practices, intimate knowledge of the components, their design, method of manufacture, cost and failure modes to enable design and AM fabrication of complex hydraulic components. The analysis should include an evaluation of the AM process stability, producibility, characterization of mechanical and physical properties, predictability of structural performance, and supportability as it relates to the performance of the component on an aerospace platform

b. Research, document, identify via automated and traditional methods, and deliver potential candidates for the complex hydraulic components that can be additively manufactured. Present proposed part(s) to the government for consideration and final approval for use as the component(s) for this effort. Presentation shall include but is not limited to the following: Potential candidates, selection criteria including preliminary performance analysis, risks, path to implementation, cost/benefit analysis, and supporting justification for selections.

c. Develop, demonstrate and deliver a metal additive manufacturing functioning prototype and test articles for a complex hydraulic component as well as tooling, fixtures, or production aids for maintenance and repair activities produced on a machine already utilized by the government (EOS, GE M2 Series 5 Concept Laser or Velo).

d. Develop, demonstrate and deliver a complex hydraulic component and test articles that will meet and/or exceed current government requirements and standards for the non-additively manufactured component version, with performance characteristics beyond current AM F357 Aluminum Alloy.

e. Develop, maintain and deliver a test plan for all testing activities associated with the complex hydraulic component including, but not limited to processes, procedures, pre-and post- processing, Hot Isostatic Pressing (HIP), final machining, material preparation, heat treatment, build plate preparation, surface finish to reduce stress risers, destructive and non-destructive testing, and techniques and determine how this will be demonstrated and validated.

f. Develop, maintain and deliver a test report with results/findings from the test plan, including lessons learned.

g. Conduct and deliver findings on secondary materials testing on the component relevant to the intended use of the part. Examples of secondary materials testing may include fatigue, fracture toughness, as well as resistance to wear, corrosion, and cavitation. All testing results will document the source of the material and the relevant processing or testing conditions. Format of the AM processing data will be provided by the RSO.

h. Develop, execute and deliver report for the pre-/post-processing, non-destructive testing methods that are cost effective, timely and relevant to the production, and characterization of the metal AM hydraulic components. Although these methods may follow internal contractor practices, they should be “governed by” or relatable to currently accepted testing standards or practices (ASTM, ISO etc.). The report should provide data and document the process for qualification/certification as well as support quality assurance functions necessary for organic production.

i. Team with the Air Force to provide in person and/or virtual presentations of the innovative technology and its related data. Create a data-sharing approach that positions the Air Force to recommend application of the technology to Airworthiness Panels and cognizant Air Force program office engineers. This approach will also consider a plan for transitioning the innovations developed under this effort to the Air Force.

3.2 Anticipated Tasks

The successful Offeror shall manage all efforts and provide associated reporting for the anticipated tasks included in, but not limited to, the following list:

a. Deliver a briefing presentation with candidates for the complex hydraulic components for final Government approval. Presentation shall include but is not limited to the following: Potential candidates, selection criteria including preliminary performance analysis, risks, path to implementation, cost/benefit analysis, and supporting justification for selections.

o AOO1 - CDRL – Briefing Material

b. Develop, demonstrate and deliver a functioning metal prototype and test articles for a complex hydraulic component as well as tooling, fixtures, and production aids for maintenance and repair activities. This delivery shall also include but is not limited to a summary report including material properties, part drawings, lessons learned, manufacturing plan, and process plan.

o A002 – Scientific & Technical Reports Summary

c. Develop, demonstrate and deliver a complex hydraulic component and test articles that will meet and/or exceed current government requirements and standards for the non-additively manufactured component version, with performance characteristics beyond current AM F357 Aluminum Alloy. This delivery shall also include a summary of results from part specific testing and a report including drawings, lessons learned manufacturing plan, and process plan.

d. Develop, document and deliver a report documenting the metal AM process to fabricate aerospace hydraulic components. This report should entail an understanding of metal AM process, materials, process parameters and approaches used to validate the efficacy of the technology.

o A003 – Technical Report - Studies/Services

e. Develop, document and deliver surface finish techniques to reduce stress risers on the finished part and minimize post processing of additively manufactured hydraulic components.

f. Develop, document and deliver a report that utilizes traditional and non-traditional approaches to characterize and destructively test the additively manufactured hydraulic components. In addition, conduct secondary materials testing on additively manufactured components relevant to the intended use of the part. Identify the criteria and techniques used to obtain confidence in the additively manufactured components’ performance.

g. Develop, document and deliver report with lessons learned with pre-/post-processing, non-destructive testing methods that are cost effective, timely and relevant to the production, and characterization of the metal AM hydraulic components “governed by” or relatable to currently accepted industrial testing standards or practices (ASTM, ISO etc.).

o A00X3– Technical Report - Studies/Services

h. Develop, document and deliver presentations of the innovative solution and its related data.

o A001 – Briefing Material

i. Develop, document and deliver a data-sharing approach that positions the Air Force to recommend application of the solution to Airworthiness Panels and cognizant Air Force program office engineers.

o A001 – Briefing Material

j. Develop, document and deliver a plan for transitioning the innovative process and procedures developed under this effort to the Air Force via training and demonstrations.

o A001 – Briefing Materials o A004 – Training Materials

k. Develop, document and deliver test plans and reports to demonstrate and validate technologies, processes, and techniques presented during the contracted effort and present results in an accompany test reports. This report shall also include lessons learned.

o A005 – Test Plans/Test Procedures

3.3 Technical Environment Information and Assumptions

The Offeror shall use the following information and assumptions regarding the technical environment. The information in Section 3.3 should be used to inform this effort, as applicable.

Additive manufacturing operates within an environment regulated by certain published standards, the modification of which is beyond the scope of this effort. Published standards and regulations the technology solution should follow for project success may include, but are not limited to:

a. ASTM F3572 Standard Practice for Additive Manufacturing – General Principles – Part Classifications for Additive Manufactured Parts Used in Aviation

b. ISO/ASTM 52930 Additive manufacturing — Qualification principles — Installation, operation and performance (IQ/OQ/PQ) of PBF-LB equipment1

c. ISO/ASTM 52910 Additive manufacturing — Design — Requirements, guidelines and recommendations

d. AWS D20.1 Fabrication of Metal Components Using Additive Manufacturing Specification

e. T.O. 34A-1-1 Technical Manual- Additive Manufacturing Qualification of Technicians, Machines and Facilities Need a version date from Antonio

f. T.O. 34A-2-1 General Procedures and Process Controls – Metals Additive Manufacturing

g. Relevant ASTM Specification based on Material used in program (i.e. ASTM F3055, ASTM3213, ASTM3318, etc)

h. AMS 7003 – Laser Powder Bed Fusion Process

i. AMS 7032 – Machine Qualification for Fusion-Based Metal Additive Manufacturing

3.4 Program Management Information and Assumptions

The information in subsection 3.4 should be used to inform this effort, as applicable.

The successful Offeror shall execute program management responsibilities. The Offeror shall plan to execute a project kickoff no later than 14 days after contract award at a Government facility or virtually, four Program Management Reviews (PMR)/Technical Deep Dives and complete meeting minutes. The first PMR shall be held approximately six months after contract award, and the locations of the PMR/Technical Deep Dives shall be split between a Government, successful Offeror location, and/or virtual. An Integrated Master Schedule (IMS) utilizing MS Project will also be required including, but not limited to, test activities, demonstrations, milestone deliveries, and CDRL requirements. In addition, the Offeror shall plan to support recurring and ad hoc technical interchange meetings, site visits, test events, and other engagements at Government and successful Offeror facilities as required and complete meeting minutes.

Any assumption made by the Offeror contrary to this shall be clearly articulated as a term/condition in the Offeror’s proposal.

o A001 – Briefing Materials o A006 – Integrated Program Management Data and Analysis Report (IPMDAR) o A007 – Meeting Minutes

3.5 Information Security Information and Assumptions

The information in Section 3.5 should be used to inform scope, as applicable.

The successful Offeror shall ensure External Certificate Authority (ECA) digital certificates is obtained by all contractor/sub-contractor personnel who require access to DoD computer networks/systems to perform tasks under the contract.

The successful Offeror shall ensure a Common Access Card (CAC) is obtained by all contractor/sub-contractor personnel who require access to DoD computer networks/systems and DoD installations to perform tasks under the contract. The successful Offeror shall provide a list of contractor/subcontractor personnel who require a CAC to the PCO. The successful Offeror shall provide a list of Contractor (and/or subcontractor) personnel who require a CAC and other related artifacts to support the investigation(s). The successful Offeror shall assume that all related artifacts and supporting documentation required as part of this scope be due to the Government within 90 days after any resulting contract.

An authorized user for the purposes of FAR 52.204-21 Basic Safeguarding of Covered Contractor Information Systems (Jun 2016) is limited to U.S. Citizens. The successful Offeror shall ensure non-US Citizens are not given access to data. The offeror shall adhere to DFARS

252.225.7048. Authorized users with a privileged or admin role will need NIST 8570 credentials and hold a favorably completed Tier-3 (T3) investigation in accordance with Defense Counterintelligence and Security Agency (DCSA) guideline for access levels.

Access to federal facilities and computer systems require the offeror’s personnel to submit to a federal criminal background check which include an FBI fingerprint check. The offeror’s personnel shall comply with any additional local requirements specific to the facility location, or system, of access.

Additionally, the successful Offeror shall comply with Air Force standards for storing, processing, marking, and handling unclassified and/or Controlled Unclassified Information (CUI) and systems. Additionally, all resources (e.g. publication/instructions) provided by the Government to assist the successful Offeror in the performance of their contract shall be surrendered at the end of contract performance or upon Government request.

The successful Offeror shall participate in System Security Engineering discussions to identify security vulnerabilities, assess system and operational risks, and develop mitigations, as required. The successful Offeror’s efforts to support these activities include, but are not limited to:

• Establish and maintain a program protection and security program to control and protect defense information and technical data associated with the execution and performance of this contract

• Security and cyber incident reporting via the DIBNet and/or Joint Deficiency Reporting System

• Support software assurance verification planning and execution

• Requirements and Test and Evaluation plans analysis for inclusion of systems security and cyber resiliency allocations

The Contractor and Government entities will work together to build assessments for any required cyber and security certifications required for full fielding of the technology solutions. The successful Offeror shall assume that the Systems Security Engineering Cyber Guidebook and Security Classification Guides will be used as reference and can be provided to the successful Offeror upon request during contract performance.

3.6 Operational Security Information and Assumptions (OPSEC)

The information in Section 3.6 should be used to inform scope, as applicable.

The successful Offeror shall ensure OPSEC is incorporated into the appropriate area of the contract IAW DoD Directive 5205.02E, DoD Operations Security (OPSEC) Program and AFI 10-701 Air Force OPSEC Program, to include protection of Critical Information (CI). CI is defined as specific facts about friendly intentions, capabilities, or activities needed by adversaries to plan and act effectively against friendly mission accomplishment.

The Contractor shall support the USG by developing/updating the contractor’s program security / OPSEC Management structure, including relationships with corporate hierarchy and program subcontractors and suppliers

The Contractor shall support the USG by developing/updating an OPSEC Plan which incorporates development, planning, training, assessment, surveys, and readiness training.

Including the results of the five-step OPSEC analysis Identifying CPI; Analyzing Threats, Analyzing Vulnerabilities, Assessing Risk, and Applying Countermeasures, including those aspects of the foreign intelligence threat that are applicable to the specific contract.

3.7 Personnel Security

The information in Section 3.7 should be used to inform scope, as applicable.

The successful Offeror shall ensure applicable successful Offeror personnel have security clearances at the appropriate level for proper accomplishment of contract/order requirements.

The security clearance shall be obtained in accordance with the DD Form 254, Department of Defense Contract Security Classification Specification. The Offeror shall be able to maintain a collateral level Facility Clearance (FCL), through DCSA, at the onset, and through the lifecycle of the contract. Successful Offeror personnel whose clearances have been suspended or revoked shall immediately be denied access to classified information and/or CUI and classified items.

IT level positions are defined in DoDM5200.02_AFMAN16-1405, Procedures for the DoD Personnel Security Program (PSP)/Air Force Personnel Security 16-1405, Section 3. Some IT systems may require IT-Level I and IT-Level II positions which require T5 and T3 investigations. Some performance of duties, which do not require IT-Levels I or II access, only require a favorably completed Personnel Security Investigation also known as a trustworthiness determination; they do not result in clearance eligibility and are known as a Tier-1 (T1). The Tier-5 (T5) and Tier-3 (T3) investigations are submitted through the contractor’s FSO as authorized by a DD-254. The T1 investigations are submitted through the government Security Manager.

For successful Offeror personnel whom will require military installation access and/or privilege access to the DAF Cloud-One platform: the successful Offeror shall ensure all personnel, who are authorized users of an information technology system, hold a favorably completed Tier-1 (T1) or Tier-3 (T3) investigation, or National Agency Check with law and credit (NACLC), or Access National Agency Check and Inquiries (ANACI) with collateral level access and receive a current periodic reinvestigation in accordance with DCSA guideline for access levels. Authorized users with a privileged or admin role will also need proper 8570 credentials.

4.0 TECHNICAL VOLUME

Refer to subsection 6.1 of this document for additional formatting instructions.

The Technical Volume should set forth the Offeror’s innovative solution and shall address all items outlined in Sections 3.0-3.7

There is a strict limit of 20 pages for the Technical Volume.

Content beyond the 20-page limit of the Technical Volume shall not be reviewed by the Government evaluation team.

The Offeror shall include all (if any) assumptions, conditions, or exceptions with any of the work scope, anticipated tasks, or terms and conditions of the Statement of Objectives (SOO) detailed in Section 3.0, the required deliverables detailed in Section 4.5, or the Contract Data Requirements List (CDRL) in Attachment 5. If no technical assumptions are noted in the Technical Volume submitted with the proposal it is assumed that there are no technical assumptions, and that the Offeror takes no exceptions. It is not the responsibility of the Government to seek out and identify assumptions, conditions, or exceptions buried within the submission. The Government reserves the right to negotiate any assumptions, conditions or exceptions that impact or effect the Government’s rights under the resulting contract.

4.1 Table of Contents

Include a table of contents in the Technical Volume. The table of contents shall not count against the 20 page limit per Technical Volume.

4.2 Glossary

Include a glossary of acronyms and abbreviations used in the proposal in the Technical Volume.

The glossary shall not count against the 20-page limit per Technical Volume.

4.3 Technical Solution

Describe how the proposed solution addresses the RSO’s stated objectives in Section 3.0. This section should summarize how the Offeror plans to achieve the stated objectives and identify key results and success metrics that performance can be measured upon. State specific time periods when appropriate and be unambiguous about anticipated results. The technical solution shall count towards the 20 page limit per Technical Volume.

4.4. Statement of Work

The Offeror shall provide a Statement of Work in response all items outlined in Sections 3.0-3.8.

The proposed technology solution shall include an explanation of how the Contractor will manage the effort, to include addressing all tasks related to Identification, Demonstration, and Transition of technologies, processes, and techniques. The Statement of Work shall include the Contractor’s methodology for assessing risks and issues and for integrating and, where applicable, sourcing enabling technologies along with associated processes and techniques for organic Air Force production repair capability. The statement of work shall not count against the 20-page limit per Technical Volume.

4.5. Deliverables

Include a section clearly describing all deliverables, to include schedules and quantities. The successful Offeror shall ensure proper control and coordination of all deliverables as proposed and shall be responsible for timely deliveries. The deliverables shall count against the 20-page limit per Technical Volume.

The Offeror shall assume the Government will review deliverables and notify the successful Offeror of findings within 15 workdays. The successful Offeror shall be prepared to meet with the Government team as necessary to review status and other deliverables.

The Offeror shall assume each required deliverable shall be provided with unlimited rights.

Required Deliverables The deliverables listed below are required deliverables for this effort. The Offeror may propose additional deliverables or slightly alter the deliverables proposed below. However, the deliverables must cover the objectives detailed in Sections 3.0-3.8 and must clearly articulate the proposed data rights.

Scope

CDRL Para. Data Item Title/ DID Description Due Date

A001 3.2.b Briefing Materials

DI-MGMT-81605

(Briefing Materials)

Presentation for candidate parts shall include but is not limited to the following:

Potential candidates, selection criteria including preliminary performance analysis, risks, path to implementation, cost/benefit analysis, and supporting justification for selections.

NLT 30 calendar days after contract award. Material to be delivered seven calendar days prior to the event.

3.2.i Briefing Materials

Develop, document and deliver presentations of the innovative solution and its related data

NLT 30 calendar days before the end of the PoP. Materials to be delivered seven calendar days prior to the event.

3.2.j Briefing Materials

The contractor shall develop and deliver a data-sharing approach that positions the Air Force to recommend application of the solution to Airworthiness Panels and cognizant Air Force program office engineers.

As requested, Materials to be delivered NLT 7 calendar days prior to the event

3.2.k Briefing Materials and deliver a plan for transitioning the innovative process and procedures developed under this effort to the Air Force via training and demonstrations.

As requested, Materials to be delivered NLT 7 calendar

3.4 Project Management

Review (PMR)/Technical Deep Dive

The contractor shall provide briefing materials, meeting minutes, and action items for each scheduled event. The review will consist of the cost, schedule, and performance status updates and any other topics the government identifies as a discussion topic prior to the event.

The Contractor shall provide concise documentation describing progress in

Quarterly, (4 in total:

Approximately at 6, 9, 12 and 15 months), NLT 15th calendar day of the month.

Materials to be delivered 7 implementing scope of work to include descriptions of impacts already achieved and potential future impacts.

Each status report shall not be longer than 15 slides.

3.4 Project Kickoff Meeting

The Contractor shall present overall contracting plan and details on deliverable achievement. No more than 10 slides for presentation.

NLT 14 calendar days after contract award. Materials to be delivered three business

3.4 Monthly Project Update

The Contractor shall provide status updates for work accomplished, upcoming work planned, deviations from the baseline plan, and any risks or concerns.

Monthly, NLT 15th calendar day of each month

A002 3.2.c Technical Report – Prototype and test articles

DI-MISC-80048

(Scientific & Technical Reports Summary)

Summary shall also include but is not limited to a summary report including material properties, part drawings, lessons learned, manufacturing plan, and process plan.

to be delivered seven

3.2.d Technical Report – Complex Hydraulic Component and Test Articles

DI-MISC-80048

Summary report shall include results from part specific testing. report including drawings, lessons learned manufacturing plan, and process plan, to be delivered seven

3.2.e Technical Report – Metal AM process

DI-MISC-80048

Deliver a report documenting the metal AM process to fabricate aerospace hydraulic components. This report should entail an understanding of metal AM process, materials, process parameters and approaches used to validate the efficacy of the technology.

to be delivered seven

3.2.f Technical Report – Surface Finish

DI-MISC-80048

Deliver surface finish techniques to reduce stress risers on the finished part and minimize post processing of additively manufactured hydraulic components to be delivered seven event

A003 3.2.g Technical Report – All data

DI-MISC-80508B/T

(Technical Reports – Studies/Services)

Deliver a report that utilizes traditional and non-traditional approaches to characterize and destructively test the additively

Draft submission: NLT 90 calendar days prior to the end of the contract period of

Final Submission: NLT 30 manufactured hydraulic components. Also include findings from secondary materials testing on additively manufactured components relevant to the intended use of the part.

Identify the criteria and techniques used to obtain confidence in the additively manufactured components’

Calendar days prior to the contract period of

3.2.h Technical Report – All data

Report with lessons learned with pre-/post-processing, non-destructive testing methods that are cost effective, timely and relevant to the production, and characterization of the metal AM hydraulic components “governed by” or relatable to currently accepted industrial testing standards or practices (ASTM, ISO etc.).

of the contract period of performance.

Final Submission: NLT 30 Calendar days prior to the

3.2.l Technical Report – All data

Test Report to demonstrate and validate technologies, processes, and techniques presented during the contracted effort and present results in an accompany test reports. This report shall also include lessons learned.

Draft submission: NLT 120 calendar days after contract award Final Submission: NLT 180 award

A004 3.2.k Training Materials

DI-ILSS-80872

(Training Materials) and deliver a plan for transitioning the innovative process and procedures developed under this effort to the Air Force via training and demonstrations.

of the contract period of performance.

Final Submission: NLT 30 Calendar days prior to the

A005 3.2.l Test Plan

DI-SESS-81704/T

(Test Plans/Test Procedures)

Test plans to demonstrate and validate technologies, processes, and techniques presented during the contracted effort and present results in an accompany test reports. This report shall also include lessons learned.

Draft submission: NLT 120 award Final Submission: NLT 180 award

A006 3.4 Integrated Master Schedule

(IMS)

DI-MGMT-81861C

(Integrated Program Management Data and Analysis Report

(IPMDAR))

The contract shall provide an Integrated Master Schedule including, but not limited to all subtasks/paragraphs, and DID requirements.

NLT 60 calendar days after contract award; monthly thereafter NLT 15th calendar day of the month following the reporting period.

A007 3.4 Meeting Minutes

DI-ADMN-81250C

(Meeting Minutes)

The contract shall provide a summary of all discussions, decisions, and/or action items.

NLT 5 calendar days after the event

4.6. Data Assertions (if applicable)

Offerors may propose data rights other than unlimited/unrestricted data rights for the required deliverables in Section 4.5. Pricing for each deliverable should include and reflect the data rights asserted for each deliverable.

If an Offeror chooses to assert data rights more restrictive than unlimited /unrestricted rights for the required deliverables, the following table must be completed and submitted with the Technical Volume. The table should also be used if less than unlimited/unrestricted rights is anticipated for any additional deliverable proposed for delivery under a CDRL, or for any informal deliverables expected to be provided during contract performance.

The assertion table must conform to DFARS 252.227-7017, Identification and Assertion of Use, Release, or Disclosure Restrictions.

The addition of a data assertion table shall not count against the 30-page limit per Technical Volume. The data assertion table shall be submitted in the exact format provided below. All assertions are subject to successful negotiations and acceptance by the Government.

Technical Data or Computer Software to be Furnished With Restrictions

Basis for Assertion

• None,

• Developed exclusively at private expense,

• Developed partially at private expense

Asserted Rights Category

• None,

• Government Purpose Rights

• Limited Rights (Technical Data)

• Restricted Rights (Software)

• Specifically Negotiated License

• Rights in SBIR Data

Name of Person Asserting Restrictions

(LIST) (LIST) (LIST) (LIST)

5.0 COST VOLUME

Reference the Cost Volume using Attachment 3 - Cost Volume Template provided as a template.

This is a template only and may be modified by the Offeror, or the Offeror may create its own Cost Volume. Regardless of the format selected, the Cost Volume shall be broken down per CLIN and per year. Each CLIN shall contain its own tab with all applicable elements (e.g.

direct labor, overhead, direct material, other direct costs, G&A and profit). A summary tab that encompasses all CLINs, with all applicable cost elements is also required. The Offeror shall submit the Cost Volume as an unlocked Excel document embedded within the proposal PDF document. The Offeror should not include a section of Volume 3 within the proposal PDF, only the Excel version embedded within.

Some items in the cost volume template attachment may not apply. If that is the case, there is no need to provide information for each and every section. There shall be enough information provided to allow the RSO to understand the basis for the proposed price. The Cost Volume must be sufficient detail to enable RSO personnel to determine the purpose, necessity, and reasonability of the inputs that comprise the proposed price.

The Offeror should provide as much substantiating information as reasonably necessary to justify the cost volume. This can include, but is not limited to: basis of estimate, comparable historical costs, invoices to commercial customers, quotes for material, catalog pricing, equivalent efforts or other substantiating evidence. Further documentation may be requested/required by the Contracting Officer to substantiate costs. All substantiating documentation should be included within Volume 4 - Supporting Documents. Pricing information from non-defense commercial customers is likely proprietary and should be marked as such.

Information included in the Cost Volume includes, but is not limited to:

• Direct Labor Costs: Identify key personnel by name and labor category. If specific names are not available, the Contractor shall at least include the labor category (Ex: Software Engineer II). Include the relevant years of experience, number of hours, labor overhead, fringe benefits and actual hourly rates for each individual. For all direct labor proposed, the Offeror shall include a basis of estimate to support the proposed hours.

• Direct Material Costs: Justify cost for materials, parts, and supplies with an itemized list containing types, quantities, pricing and where appropriate, purpose. If proposing direct material costs, include justification information (Ex: vendor quotes, historical costs, catalog pricing, etc.) to the greatest extent possible/practical.

• Other Direct Costs: This category of costs includes specialized services such as machining, milling, special testing analysis or cost incurred in obtaining temporary use of specialized equipment. When including leased hardware, the proposal must provide an adequate lease vs. purchase justification or rationale. If proposing other direct costs, include justification information (Ex: invoices, leasing quotes, historical costs, etc.) to the greatest extent possible/practical.

o Travel: Include estimated travel costs within the other direct costs section of the Cost Volume. Travel costs must relate to the needs of the project. When proposing travel cost, break out the estimated costs by using the “Travel Cost Template” located within Attachment 3 – Cost Volume Template provided as a guide.

o Subcontracts: Include subcontractor/consultant costs within the other direct costs section of the Cost Volume. Support all subcontract costs with copies of the subcontract agreements and any other relevant information. The supporting agreement documents must adequately describe the work to be performed. At a minimum, an offeror must include a Statement of Work (SOW) with a corresponding detailed Cost Volume for each planned subcontract.

o Consultants: Provide a separate agreement letter for each consultant. The letter should briefly state what service or assistance will be provided, the number of hours required and hourly rate. Support all consultant costs with copies of the agreements.

o Special Tooling and Test Equipment and Material: The inclusion of equipment and materials will be carefully reviewed relative to need and appropriateness of the work proposed. The purchase of special tooling and test equipment must, in the opinion of the Contracting Officer, be advantageous to the Government and relate directly to the specific effort. They may include such items as innovative instrumentation and/or automatic test equipment. Title to property furnished by the Government or acquired with Government funds will be vested with the Air Force, unless it is determined that transfer of title to the contractor would be more cost effective than recovery of the equipment by the Air Force. Include justification information to the greatest extent possible/practical.

6.0 ADDITIONAL PROPOSAL INFORMATION

6.1 Proposal Layout Content

The proposal shall contain four (4) volumes that encompass all required information necessary to evaluate the proposed innovative solution. These volumes shall be submitted via the method described in Section 5.3.

Required Volumes:

• Volume 1, Proposal Coversheet: Use Attachment 4 provided as a template.

• Volume 2, Technical Volume: As detailed in Section 4.0, Offerors shall include a

Technical Volume. The Technical Volume has a strict page limit of 20 pages. See Section 4 for additional information.

• Volume 3, Cost Volume: The Cost Volume should be submitted as an embedded excel attachment within the proposal PDF document. Use Attachment 3 provided as a template.

• Volume 4, Supporting Documentation: As detailed in Section 7.0, Offerors shall include all required supporting documentation.

Formatting: The font used shall be no smaller than 10 point on standard 8-1/2" x 11" paper with one-inch margins. All graphics should be distinguishable in both black and white and full color in the event the proposals are printed. Offerors are discouraged from including promotional and non-programmatic items.

6.2 Proprietary Information

Information constituting a trade secret, commercial or financial information, confidential personal information, or data effecting national security must be clearly marked. It shall be treated in confidence to the extent permitted by law. This restriction does not limit the Government's right to use information contained if it is obtained from another source without restriction. The RSO assumes no liability for disclosure or use of unmarked data and may use or disclose such data for any purpose.

If an Offeror is awarded a contract as a result of or in connection with the submission of proprietary data in the proposal, the Government shall have the right to duplicate, use, or disclose the data to the extent provided in the resulting contract.

6.3 Identification of Non-U.S. Citizens

Identify all non-U.S. citizens expected to…