YA-L001 SEC L Atchs1-10_14Jul08_.pdf

RFP FA8902‐08‐R‐1003

INTEGRATED AIRCREW

ENSEMBLE (IAE)

SECTION L

ATTACHMENTS L‐1 THRU L‐10

TITLE ATTACHMENT

PAGE

RFP CROSS REFERENCE MATRIX L-1 2

INTEGRATED PRODUCT PROCESS DEVELOPMENT

(IPPD)

L-2 3-5

INTEGRATED MASTER PLAN (IMP) L-3 6-7

INTEGRATED MASTER SCHEDULE (IMS) L-4 8-9

PRESENT/PAST PERFORMANCE INFORMATION (PPI)

FORM

L-5 10-13

PRESENT/PAST PERFORMANCE QUESTIONNAIRE

(PPQ)

L-6 14-17

LOGISTICS MANAGEMENT INFORMATION

SUMMARIES (LMI)

L-7 18-19

EXAMPLE FORMAT FOR CONSENT LETTER L-8 20

EXAMPLE FORMAT FOR AUTHORIZATION LETTER L-9 21

PRICE TEMPLATE L-10 22-24

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

ATTACHMENT L-1: RFP CROSS REFERENCE MATRIX

For Prospective Offeror(s): See paragraph 3.4 regarding instructions for completion of the solicitation RCRM. If this matrix conflicts with any other requirement, direction or provision of this solicitation, the other reference shall take precedence over this matrix. Additionally, to the extent this matrix discloses details as to the extent or manner by which the Government intends to evaluate Offeror’s proposals for award, Section M references in the matrix are for information purposes only and the Government shall be obligated to evaluate proposals solely in conformance with the provisions of the Section M of the solicitation. Any reference to Factor 1 (Mission Capability) in the RCRM implicitly relates to an evaluation of Factor 2 (Proposal Risk).

RFP CROSS REFERENCE MATRIX

SECTION L PARA NO. SECTION M

Factor/Sub-Factor(s)

CWBS

Level IMP PROPOSAL

Vol/Para No. CSOW

4 Design Approach 1 1.1

4.1 Design 1 1.1

4.2 Risk Mitigation 1 1.1

5 Systems Engineering 1 1.2

5.1 Human Systems Engineering 1 1.2

5.2 Systems Integration 1 1.2

5.3 OSS&E 1 1.2

5.4 Quality 1 1.2

5.5 Test 1 1.2

5.6 Logistics Plan 1 1.2

6 Production Capability 1 1.3

6.1 Producibility of Design 1 1.3

6.2 Manufacturing /Production Capability 1 1.3

7 Management 1 1.4

7.1 Management Documentation 1 1.4

7.1.1 CSOW 1 1.4

7.1.2 CWBS 1 1.4

7.1.3 IMP 1 1.1, 1.2, 1.3, 1.4

7.1.4 IMS 1 1.1, 1.2, 1.3, 1.4

7.2 Risk Management 1 1.4

7.3 Corporate Experience 1 1.4

8 Past Performance 3 --

9 Cost/Price 4 --

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

ATTACHMENT L-2: INTEGRATED PRODUCT PROCESS DEVELOPMENT (IPPD)

Program Structure and Objectives The Government is implementing a streamlined approach based on Integrated Product Process Development (IPPD) for this effort. This approach provides flexibility to the Offeror in planning and executing an effective effort while giving the Government greater visibility into this effort. Two of the major features of this approach are reviewed in this introduction.

The first major feature addresses planning the contract work effort and preparing the contract documentation (see Figure 1). The Government’s solicitation provides the Offeror with the elements shown in the left column of the figure; i.e., Model Contract (Sections A - K), Section L, Section M, Statement of Objectives (SOO), Performance Specification (PS), Contract Data Requirements List (CDRL), and Contract Line Item Numbers (CLINs). Based on these solicitation requirements, the Offeror shall submit a proposal containing the items listed in the center column of the figure; i.e., a completed Model Contract, Contractor WBS (CWBS), Contractor Statement of Work (CSOW), Applicable Documents, an Integrated Master Plan (IMP) and Schedule (IMS), enhanced CDRL, and CLINs, in accordance with the detailed proposal preparation instructions found in this solicitation. The definitive contract contains the elements shown in the far right-hand column of the figure.

The IMP expands on the CWBS, its dictionary, and the CSOW tasks, and establishes, by key events and selective narratives, the significant accomplishments and corresponding accomplishment criteria for both the products and processes necessary to accomplish the effort. Selected narratives will be included to explain where in the process the criteria apply. The IMP will be agreed-to by the Government and placed on contract. The IMS supports the IMP and shows the schedule of tasks necessary to achieve each significant accomplishment. The IMP and IMS will be used to track the progress of the effort, based heavily on the accomplishment criteria, which serve as measures of the progress. Detailed instructions on the preparation of the IMP and IMS are given below. A generic summary of these relationships for planning the contract work effort is shown in Figure 2 (Although not depicted in Figure 2, the Offeror must develop a CWBS to be included with his proposal.).

The second major feature of the IPPD approach is the use of Integrated Product Teams (IPTs) in implementing the event-driven plan described above. This approach involves a teaming of Government and contractor functional disciplines to integrate and concurrently apply all necessary processes to produce effective and efficient products that satisfy mission requirements.

Under the IPPD approach, the system is subdivided into its products/processes. The program is then organized into IPTs that are both empowered and held responsible for the performance of their specific product/process. Each IPT is given the authority to manage their product and allocate resources within the team. The IPT members represent all functions that have a role in the performance of the product/process, e.g., engineers, manufacturing specialists, buyers, contracting specialists, inspectors, and logisticians. The work tasking for each product/process is defined in the Offeror-proposed CSOW and reflects the product-oriented CWBS.

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P r o v i d e d i n R F P Provided in Proposal On Con t r a c t a t A w a r d

Propose

Performance Specif icat ion

Performance Specification

Performance Specification

Model Contract A-K + Attach

Model Contract B-K + Attach

Model Contract B-J + Attach

SECTION L

SECTION M

IMP/IMS

SOO

IMP

CSOW

CWBS

CSOW

CDRLS CDRLS CDRLS

Add (optional)

CLINS CLINS CLINS

Proposal Volumes

Figure 1. Procurement Approach

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

Dictionary

CSOW

31000 : The contractor shall produce, integrate, and test a stage, including software that meets the System Specification, in accordance with the activities described in the IMP.

00000 System 30000 Space Vehicle

31000 Payload (n)t

WBS

30000 Space Vehicle 31000 Payload (n)

Integrated Master Plan Significant Accomplishments Events Accomplishment Criteria

PDR31000

1. Prel im Design complete X

1a. Subsystem perf reqts defined

b. Duty cycle defined

c. Prelim drawings released

Performance Specs (e.g., TRD, IRS)

Integrated Master Schedule Detai led Task Program Events PDR

1a. Perform subsys analyses to define perf rqmts

b. Analyze loads to define duty cycles

c. Complete system and subsys drawings

19XX 19XX 19XX

31000

Stmt of Objectives

CLINs

Integrated Management Framework

Integration aspect accomplished by way of common numbering system.

Integrated Product Team Org

IPT 00000

IPT 20000IPT 10000 IPT 30000

IPT 31000 IPT 32000 IPT 33000 IPT 34000

AIT ME

AIT EE

AIT MFG

AIT TEST

Government Products

Government Examples

Offeror’s Products

Figure 2. Generic Example Showing Flow-Down of Requirements (From the Specification and SOO through the WBS and CSOW to the IMP and IMS)

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ATTACHMENT L-3: INTEGRATED MASTER PLAN (IMP)

The IMP is an Offeror-generated document, capturing the core activities and processes necessary to implement the program. The IMP shall be written as an event-based plan containing significant accomplishments and accomplishment criteria needed to successfully complete each major program milestone. IMP milestones shall be event-oriented and represent integrated product development (encompassing all functional disciplines - IPPD) of the CWBS elements. The IMP measures program maturity by marking the initiation and the conclusion of events/milestones, significant accomplishments, and associated completion criteria, which together describe the total work effort necessary to acquire a system that meets the contract requirements. The IMP shall contain narratives that provide the Government a planning and management tool which provides additional insight into the Offeror's total work effort and which addresses how the Offeror will develop, implement, and commit to the total contracted effort.

The Offeror's overall approach shall provide traceability from the system-level requirements (given in the Performance Specification and SOO) through the Offeror's CWBS and CSOW to the IMP and IMS, and to the IPT organization. The IMP shall be a single plan for the entire effort, including associate and/or major subcontractor activities. There shall be an IMP section/subsection for each of the elements in the Offeror's proposed CWBS, as linked to the CSOW. Each section/subsection of the IMP shall contain Events, Significant Accomplishments, Accomplishment Criteria, and selected Narratives as described below. The traceability to IPT organization allocates responsibility and accountability and should indicate primary and supporting IPTs.

a. Event: An IMP event is a key contractual or programmatic event defined by the Government or the Offeror, which defines progress at a specific point in time. IMP events mark the conclusion/initiation of intervals of major program activity and serve as decision-oriented measures of program activity related to the program’s maturity associated with continued system development. The Offeror is encouraged to identify incremental reviews and milestones and additional events that best reflect the proposed program approach. The Offeror shall include definitions of each event at the beginning of the IMP. IMP events shall be properly sequenced and may include demonstration milestones, technical or program reviews and audits, and other key decision points. For each IMP event, there shall be one or more entry or exit significant accomplishment(s).

b. Significant Accomplishment: Significant accomplishments are interim or final critical efforts that must be completed prior to entering or exiting an event. Significant accomplishments are organized first by the CWBS element/product and then by functional area. Entry accomplishments reflect what must be complete to initiate an event. Exit accomplishments reflect what must be done in order for the event to be successfully closed - indicating that IAE is ready for the next event. For each significant accomplishment, there shall be one or more accomplishment criteria. Significant accomplishments include:

(1) A desired result at a specified event which indicates a level of design maturity,

(2) A discrete step in a process,

(3) A description of interrelationship between different functional disciplines.

The Government is seeking Significant Accomplishments that provide sufficient insight to the process for achieving objectives of the SOO. The accomplishments shall be sequenced in a manner that ensures a logical path is maintained throughout the effort and tracks against key events.

c. Accomplishment Criteria: Accomplishment Criteria are measurable and useful indicators demonstrating that the required level of maturity/progress in an associated significant accomplishment has been achieved.

Accomplishment criteria include:

(1) Completed work efforts,

(2) Activities which confirm the value of the technical parameters,

(3) Internal documents which provide results of in-process verification (successfully completed analysis or other testing activities),

(4) Completion of critical activities required by the Offeror’s internal program plans/operating instructions.

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Accomplishment Criteria shall include the use of Technical Performance Measures (TPMs) and metrics to track detailed tasking in the IMS. Preferably, the accomplishment criteria should avoid the use of ‘percent completed’, and avoid citing data item report numbers rather than identifying and summarizing results.

d. Narratives: Narratives are a collection of concise statements, with flow diagrams as necessary, describing the Offeror's key functional/management processes and procedures. The IMP narrative is used to supplement IMP accomplishments and associated criteria, provide insight into any CSOW tasks not described by IMP accomplishments/ criteria, and implement the IPPD process. In particular, a narrative should provide enough information to identify where the accomplishment criteria apply, (i.e., “pickoff points”) on the associated process.

The narrative describes the minimum essential processes that the Offeror will apply to their products in conformance with Government requirements.

The narratives shall complement the significant accomplishment and accomplishment criteria by indicating where in the particular process the criteria apply. The concise statements, in addition to describing the Offeror's key functional/management processes and procedures, shall describe their relationship to the IPPD process and an overview of the efforts required to implement them. The narrative shall address only the key elements of implementing or developing a process/procedure (i.e. what the process/procedure will be and how it will be implemented and tracked), since the narrative will be included in the contract. The narrative is not the forum for providing supporting information/rationale (i.e. why a particular approach has been taken). Each narrative subject area shall be arranged in the following format: A. Objective; B. Identification of Governing Documentation; and, C.

Process (if applicable). The Objective is a brief statement of desired results, and is to be traceable to the SOO. The Governing Documentation lists the Government documents and/or Offeror practices or procedures to be used to achieve the objective. The Offeror shall clearly state whether Government documents will be tailored further and shall reference in which of the Offeror’s compliance documentation they will be tailored. The narrative shall be consistent with applicable technical and management approaches described in the Mission Capability volume of the proposal.

IMP Considerations The Offeror shall include the following specific areas of Government interest with narratives in the IMP (not listed in order of importance):

a. Involvement of Specialty Engineering Disciplines, (e.g. - R&M, System Safety, Human Systems Integration, etc.)

b. Logistics Planning (to include, but not limited to, training, user/maintainer manuals, and repair parts)

c. Transition Planning from SDD to Production

d. Configuration Management

e. Planned DVT program

f. Quality Assurance

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ATTACHMENT L-4: INTEGRATED MASTER SCHEDULE (IMS)

The intent of the IMS is to obtain a functionally integrated understanding of the proposal with clear tracks between the technical, cost, schedule, management, etc., in a way that provides the government confidence that the program is structured to be executable for the resources indicated. The IMS is a detailed representation of the task and timing of the work effort in the IMP and is used as the primary tracking tool for technical and schedule status.

The IMS is an integrated and networked multi-layered schedule of program/project tasks, including critical paths shown throughout the program lifecycle. The IMS identifies all IMP events, accomplishment, and criteria and the expected dates of each. These dates are based on the calendar dates provided as the starting point and the logical flow of dates provided by calculating the addition of duration of all tasks using typical schedule networking tools.

The IMS tasks will be directly traceable to the CWBS, IMP, CSOW, and CLINs to achieve the requirements of the SOO and Performance Specification.

The Offeror shall provide a top level IMS as an attachment to their proposal submittal. The more detailed levels of the IMS, as well as updates, will be submitted after contract award as a CDRL deliverable. The IMS is intended as a tool for day to day tracking of the program/project that rolls up to increasingly higher summary levels. All tasks/ activities in the IMS should be logically linked together showing predecessor/ successor relationships. All integrated test-related activities must be reflected in the IMS. The activities and tasks will be sufficient to account for the entire program under contract. Key elements of the IMS include:

a. Milestone/Event - A specific definable accomplishment in the program/project network, recognizable at a particular point in time.

b. Activity or Task - A time consuming element, e.g., work in progress between interdependent events, represented in an activity box. Activities are numbered and are contained within an activity box. The left side represents the beginning of the activity, and the right side is the completion of the activity.

c. Duration - The length of time estimated to accomplish an activity (disregarding the “calendar impact").

Rationale should also be provided supporting the derivation of the durations including ground rules and assumptions (e.g., historical data, experience on similar efforts, vendor schedules, number of work days per week, number of shifts, company holidays). In addition, the Offeror shall provide a supporting narrative for the network diagram that explains the basis for the estimated durations of those activities on the critical path(s) and for activities designated as high risk. Any unusual aspects of their proposed approach to the program shall also be described.

d. Constraint - A line that defines how two activities or events are logically linked.

(1) Finish-to-Start (FS) - An activity must finish before another can start. The Offeror shall provide a brief narrative for all activities that do not have FS relationships and how the respective relationship was determined and the lead or lag estimated.

(2) Start-to-Start (SS) - An activity depends on the start of another activity.

(3) Finish-to-Finish (FF) - One activity cannot finish until another activity finishes.

(4) Start-to-Finish (SF) - An activity cannot finish until another activity starts.

(5) % Complete or Lead Lag.

e. Total Slack or Float - Extra time available on an activity before it will impact another activity on the critical path.

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f. Free Slack or Float - Extra time available on an activity before it will impact an activity on another successor activity.

g. Lead - The amount of time of the overlap between where a successor task begins and a predecessor task completes.

h. Lag - The amount of time between the end of a predecessor task and the beginning of a successor task.

i. Critical Path - A sequence of activities in the network that has the longest total duration through the program/project. Activities along the critical path have zero or negative slack/float. It should be easily distinguished on the report formats.

j. Target Start (TS) - Date when an activity should start.

k. Target Complete (TC) - Date when an activity should finish.

l. Actual Start (AS) - Actual start date of an activity.

m. Actual Finish (AF) - Actual finish date of an activity.

n. Early Start (ES) - The earliest date an activity can start.

o. Early Finish (EF) - The earliest date an activity can end.

p. Late Start (LS) - The latest date an activity can start without delaying the program/project target completion date.

q. Late Finish (LF) - The latest finish date an activity can have without affecting the program/project target completion date.

r. Gantt Chart - A graphical display of program activities and key milestones that depict work activities in an integrated fashion. Activities are represented by bars showing the length of time for each activity.

The Offeror shall also provide a resource loaded Gantt chart for all high-risk and critical path areas in the program;

including separate charts for critical subcontract efforts. In addition, the Offeror shall provide resource-loaded schedules for other risk areas that are unique to their proposal based on Offeror’s analysis. For each of these high-risk areas, the Offeror shall provide minimum and maximum durations for the summary level activity/CWBS. The resource loading shall be represented by functional hours for labor and by material content. These hours shall be time phased by quarter with a recurring/non-recurring breakout for each quarter using the attached resource loaded Gantt chart.

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ATTACHMENT L-5: PRESENT/PAST PERFORMANCE INFORMATION (PPI) FORM

INTEGRATED AIRCREW ENSEMBLE (IAE)

1. Contract Title: _______________________________________________________________

2. Contract Number: ____________________________________________________________

3. Teaming Partners: List separately all current IAE Teaming Partners that worked together as a team or in support of your company on this effort (An effort is defined as a contract or a task order under an ID/IQ contract). Lump the rest into “all other…” Identify for each contractor listed if they were a prime or a subcontractor on this effort.

CONTRACTOR NAME DUNS BUSINESS SIZE PRIME SUB % WORK

All other contractors not part of the proposed team

4. Contracting Agency or Customer: _____________________________________________________________

5. Reference contact information: Identify those persons/customers most knowledgeable about the submitted contract. For Government contracts provide current information for the Government Program Manager, Project/Task Manager, Contracting Officer and Administrative Contracting Office. For commercial contracts, provide points of contact fulfilling these same roles. Any additional customers that have in-depth knowledge of the contract may be added.

REFERENCE NAME OFFICE/COMPANY TITLE/POSITION PHONE EMAIL

6. Contract type: Please check one box from each column.

Firm-Fixed Price Independent Contract Cost Plus Fixed-Fee Task Order under ID/IQ Time and Materials Other ___________________

PRESENT/PAST PERFORMANCE INFORMATION

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

7. Excluding unexercised options: Original Contract Value: $________ Current Value: $________

If the values are different, explain why:

(Please indicate whether it was development and/or production, or other acquisition phase and highlight portions considered most relevant to current acquisition)

8. Completion Date:

a. Original date: ________________________ b Current Schedule: ________________________

c. Estimate at Completion: ________________________

d. How Many Times Changed: ________________________

e. Primary Causes of Change: ________________________

9. Primary Customer Points of Contact: (For Government contracts, provide current information on all three individuals. For commercial contracts, provide points of contact fulfilling these same roles.)

a. Program Manager: Name __________________ Office __________________ Address __________________ Telephone __________________ Email __________________

b. Contracting Officer: Name __________________

Office __________________ Address __________________

Email __________________

c. Administrative Name __________________ Contracting Officer Office __________________ Address __________________

10. Address any technical (or other) area about this contract/program considered unique.

11. Original Period of Performance: Start: ________ End: ________ Current End Date: ________

If the schedule has changed, explain why:

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12. Place of performance (check all that apply):

Continental US (specify states): _________________________________________

Europe

Pacific Rim

Other _____________________________________________________________

13. Select all stakeholders you dealt with under this contract:

Regulators Elected Officials Government agencies Citizens Groups

Other: ___________________________________________________________________

14. Key Personnel: Specify by name, any key individual(s) who participated in the submitted effort and are also proposed to support the IAE acquisition. Indicate the roles on the submitted contract and the proposed role on the IAE acquisition. Also provide the number of projects currently being worked by the individual(s).

NAME ROLE ON SUBJECT PROJECT PROPOSED ROLE ON IAE

CURRENT

WORKLOAD (# OF

PROJECTS)

15. Please provide a description of service provided under this contract. Include details that will indicate specific efforts of key personnel identified in Question 11 above. Clearly demonstrate management actions employed in overcoming problems and the effects of those actions, in terms of improvements achieved or problems rectified. This may include a discussion of efforts accomplished by the Offeror, or applicable Teaming Partner, to resolve problems encountered on prior contracts as well as past efforts to identify and manage program risk. Please indicate whether it was development and/or production, or other acquisition phase and highlight portions considered most relevant to current acquisition.

16. For each of the applicable subfactors under the Mission Capability factor in Section M, illustrate how your experience on this program applies to that subfactor.

17. Rationale for effort relevance: Describe the rationale supporting your assertion of relevance of the submitted contract to the IAE acquisition. Clearly link the past performance information to your Contractor Statement of Work (CSOW).

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Present/Past Performance Information – Summary Sheet

Role in IAE Contractor Name

CONTRACT NUMBER

F4

-0

1- D

-X X

X X

Prime

Teaming Partner

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ATTACHMENT L-6: PRESENT/PAST PERFORMANCE QUESTIONNAIRE (PPQ)

SOLICITATION NUMBER - FA8902-07-R-1005

INTEGRATED AIRCREW ENSEMBLE (IAE)

1. Please complete this questionnaire. Handwritten responses are sufficient. If you need more space than that provided, please attach additional pages or write on the back. Responses will be treated as source selection sensitive information and will not be released to Offerors. Fax or email the completed questionnaire to:

NAME: Mr. Richard M. Williams Office 77 AESG/PSK Address 7980 Lindbergh Landing Brooks City-Base, TX 78235-5119 Telephone (210) 536-4728 Email richard.williams@brooks.af.mil Fax: (210) 536-4363

2. Explanation of codes:

CODE PERFORMANCE LEVEL

E EXCEPTIONAL - Performance meets contractual requirements and exceeds many requirements to the government's benefit.

V VERY GOOD - Performance meets contractual requirements and exceeds some to the government's benefit.

S SATISFACTORY - Performance meets contractual requirements.

M MARGINAL - Performance does not meet some contractual requirements. The element being assessed reflects a serious problem for which the contractor has not yet implemented satisfactory corrective actions.

U UNSATISFACTORY - Performance does not meet contractual requirements and recovery is not likely in a timely manner. Contractor's corrective actions to date are ineffective.

N NOT APPLICABLE - Unable to provide a score. Performance in this area not applicable to effort assessed.

3. Please complete the following identifying information and past performance assessment:

A. Contractor:

B. Contract number:

C. Period of Performance:

D. Negotiated price or cost at award:

E. Current estimated contract dollar amount:

F. Describe product/service acquired:

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4. Please circle the appropriate letter for each item on the questionnaire and provide supporting narrative.

ASSESSMENT ELEMENTS

(1) Did the contractor deliver at the agreed-to price/cost? Describe the reasons for changes to contract value (e.g., scope changes, overrun/underrun, Government-imposed schedule changes, etc.)

E V S M U N

(2) Did the contractor deliver according to the agreed-to schedule? What were the causes of any schedule variances?

(3) How well did the contractor proactively manage cost/schedule/performance and risks?

(4) How well did the contractor perform systems integration?

E V S M U N

(5) Did the contractor display clear and concise lines of communication with all parties?

E V S M U N

(6) Did the contractor provide sufficient personnel/resources for this effort?

E V S M U N

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(7) Did the contractor provide the right mix and skill level of people for this effort?

E V S M U N

(8) Has the contractor demonstrated cooperative behavior and commitment to customer satisfaction?

E V S M U N

(9) Did the contractor provide clear visibility into cost, schedule, performance & risks?

(10) What is your overall rating of the contractor’s performance?

(11) What would you identify as the contractor’s greatest strength?

(12) What would you identify as the contractor’s greatest weakness?

(13) Has this contract been partially or completely terminated for default or convenience? Y N If yes, please explain.

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(14) Are there any pending terminations? Y N If yes, please explain.

(15) Given the choice, would you award to this contractor again?

(16) Are you aware of any other contracted efforts performed by this contractor similar in nature to this contract?

Please identify contract/program and point of contact.

(17) Is there anyone else we should send this questionnaire to? Please identify by name, organization, and phone number.

(18) Please provide any additional comments as you desire or see fit.

(If more comment space needed, write on back, or attach pages.)

5. Please provide your name, title, address, and phone number of the person completing this questionnaire.

Phone FAX____________________

6. Thank you for your assistance in this source selection! If you have any questions, please call the Contracting

Officer listed below:

Mr. Richard M. Williams Contracting Officer 210-563-4728

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ATTACHMENT L-7

LOGISTICS MANAGEMENT INFORMATION SUMMARIES (LMI)

For Integrated Aircrew Ensemble (IAE)

System Development & Demonstration (SDD)

The following information is provided to give general insight into the various IAE logistics planning and execution tasks. After contract award, the detailed taskings and associated schedules will be jointly developed through the Integrated Logistics Support Working Group (ILSWG).

LMI summaries contain information that the government requires in order to assess design status, conduct logistics planning and analysis, influence program decisions, and verify that contractor performance meets the system supportability requirements. The following summaries are not to be considered all-inclusive or exclusive and are intentionally described in general terms to encourage maximum contractor flexibility. Requirements generated by the support summaries shall be coordinated with the data requirements of other program functional elements in order to minimize data redundancies and inconsistencies. Frequent reference to MIL-HDBK-502 and MIL-PRF-49506 is encouraged.

1. Maintenance Planning. These summaries provide maintenance planning information that may be used to develop initial fielding plans for the end item support structure. They may also be utilized to verify that the maintenance actions and support structure are aligned with the government’s requirements and maintenance concept. Repairable items should be identified within the hierarchy of the end item broken down by an agreed upon configuration control method. All preventive and corrective maintenance actions, spares, and support equipment should be identified. Supporting information justifying the need for each maintenance action, e.g., elapsed time of maintenance actions; task frequency; failure rate of an item; mean time to repair an item; and an item’s man-hour allocation by maintenance action and repair level.

2. Repair Analysis. These reports summarize the conclusions and recommendations of the level of repair analysis. The government may verify the conclusions and recommendations by utilizing the contractor’s inputs to perform in-house analysis and develop initial fielding plans for the end item’s support structure. The conclusions may include actions and recommendations for influencing the system design; and a list of which items should be repaired and which should be discarded. These summaries may identify for each item being repaired the level of maintenance at which the repair should be performed and the associated costs. They may identify, for the system support structure, the operational readiness achieved and the placement and allocation of spares, support equipment, and personnel.

Input data for maintenance repair analysis can be drawn from logistics management files; other systems engineering analyses or programs, e.g., transportation analysis, safety assessment, reliability, availability and maintainability; and historical data bases for similar systems.

Economic evaluations may consider cost factors such as spare parts, transportation, inventories, labor, and training. Mean time between failures, mean time to repair; and operational availability are performance factors that may be also evaluated. Non-economic evaluations may consider such preemptive factors as safety, vulnerability, mobility, policy, and manpower that restrict or constrain the maintenance level at which repair or discard can be performed.

Sensitivity evaluations should be conducted to assess how variations in input parameters affect the baseline maintenance concept and associated risks. Two significant areas that may be assessed during sensitivity evaluations are changes in repair level assignments for an item and total life cycle cost.

3. Support and Test Equipment. These summaries provide data necessary to register, or verify the registry of, the support or test equipment in the government’s inventory. They may provide technical parameters, give details of the test measurement and diagnostic equipment (TMDE) calibration procedures, and list any piece of support equipment needed to maintain the required system’s support equipment.

The information contained within these summaries is normally associated with the reference number and CAGE Code of the support equipment.

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4. Supply Support. Information contained in these summaries details the static and application-related hardware information used to determine initial requirement and cataloging of support items to be procured through the provisioning process.

These summaries may include identification of the system breakdown, design change information, maintenance coding, overhaul rates, roll up quantities maintenance replacement factors, and associated technical manuals.

These summaries may show information on different categories of provisioning items, such as long lead items, bulk items, tools and test equipment, etc. They may also allow for review of Provisioning List Item Sequence Number (PLISN) assignment or cross-referencing PLISNs with reference numbers.

5. Manpower, Personnel, and Training. These summaries provide information to the government so that it can establish training plans and ensure manpower and personnel constraints are met. It is important the burden that system design places on manpower, personnel and training is understood and that safety and health aspects are considered throughout the system design and development. These summaries should identify the personnel skills required to perform maintenance tasks, any training required for these tasks to be performed, and manpower estimates by maintenance level.

6. Facilities. The purpose of these summaries is to identify the facilities required to maintain, operate, and test an item and train personnel in its use. The facilities may be test facilities, organizational, intermediate, or depot level maintenance facilities, training facilities, or mobile facilities. These summaries help plan for any modification to an existing facility or development of a new facility.

Other information normally contained in these summaries includes, but is not limited to, items to be repaired (identified by CAGE Code and Reference Number) at a facility, and any new training requirements for a facility.

Data provided must be in compliance with all DoD and national health, life and environmental codes.

7. Packaging, Handling, Storage, and Transportation (PHS&T). These summaries identify packaging, handling, and storage information. They should provide information relevant to the development of a transportability analysis report. These summaries will contain information as to item dimensions, weight, degree of packaging, and special packaging, handling, or storage requirements.

The transportability information must include the dimensions and weight of the item (s), applicable modes of transportation, special handling/tie down/loading instructions, and other similar critical information such as perishability factors.

8. Post-Production Support. These summaries are utilized to assess life cycle support requirements of a system or equipment before production lines are closed to ensure supportability over the system or equipment’s remaining life. Identification of items within the system that will present potential problems due to inadequate sources of supply, or modification after production line shut down is most important. The summaries may also identify alternative solutions for anticipated support difficulties during the remaining life of the system or equipment.

General topics that may be addressed in these summaries include, but are not limited to, manufacturing, repair centers, data modifications, supply management, configuration management, and other related areas.

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

Attachment L-8: Example Format for Consent Letter

Date

77 AESG/PSK

7980 Lindbergh Landing Brooks City-Base, TX 78235 Attn: Mr. Richard M. Williams

We are currently participating as a (subcontractor/Teaming Partner) with (prime contractor or name of entity providing the proposal) in responding to the Request for Proposal FA8902-08-R-1003, Integrated Aircrew Ensemble

(IAE).

We understand the Government is placing great emphasis on past performance in order to obtain best value source selections. In order to facilitate the performance confidence assessment process we are signing this consent letter in order to allow you to discuss Present/Past performance information with the prime contractor during the source selection process.

Signature and Title of individual who has the authority to sign for and legally bind the company:

Offeror Teaming Partner Teaming Partner’s Address Teaming Partner’s CAGE Code Teaming Partner’s Phone Number and Fax Number

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

Attachment L-9: Example Format for Authorization Letter

Date

77 AESG/PSK

7980 Lindbergh Landing Brooks City-Base, TX 78235 Attn: Mr. Richard M. Williams

To Whom It May Concern, We are currently participating as a (subcontractor/Teaming Partner) with (prime contractor or name of entity providing the proposal) in responding to the Request for Proposal FA8902-08-R-1003, Integrated Aircrew Ensemble

(IAE).

We understand the Government is placing great emphasis on past performance in order to obtain best value source selections. In order to facilitate the performance confidence assessment process we are signing this authorization letter in order to allow the Government Performance Confidence Assessment Group (PCAG) to discuss Present/Past Performance Information with previous commercial customers during the source selection process. This letter authorizes release to the Government of requested information on the Teaming Partner's performance.

Signature and Title of individual who has the authority to sign for and legally bind the company:

Offeror Teaming Partner Teaming Partner’s Address Teaming Partner’s CAGE Code Teaming Partner’s Phone Number and Fax Number

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

Attachment L-10: Price Template

CLIN DESCRIPTION TYPE

INITIAL

TARGET

COST/PRICE

(UNIT)

INITIAL

TARGET

PROFIT

(UNIT)

INITIAL

PROFIT

ADJUSTMENT

FORMULA

(Over-Target)

INITIAL

PROFIT

ADJUSTMENT

FORMULA

(Under-Target)

OPTION 1002 LRIP Ejection Seat Aircraft Units

FPI

Successive Target

1003 LRIP Ejection Seat Aircraft OT&E Support FFP

TARGET

COST/PRICE

TARGET

PROFIT

PROFIT

ADJUSTMENT

FORMULA

(Over-Target)

PROFIT

ADJUSTMENT

FORMULA

(Under-Target)

BASIC 0001 Kick Off Meeting FFP

0002 SDD Ejection Seat Aircraft Preliminary Design FPI Firm Target

0003 SDD Ejection Seat Aircraft Detailed Design FPI Firm Target

0004 SDD Ejection Seat Aircraft Component Level Testing FPI Firm Target

0005 SDD Ejection Seat Aircraft Developmental Verification Testing (DVT)

FPI Firm Target

0006 SDD Ejection Seat Aircraft Operational Assessment (OA) Units

FPI Firm

0007 SDD Ejection Seat Aircraft OA Support FFP

TARGET

COST/PRICE

TARGET

PROFIT

PROFIT

ADJUSTMENT

FORMULA

(Over-Target)

PROFIT

ADJUSTMENT

FORMULA

(Under-Target)

OPTION 1001 LRIP Ejection Seat Aircraft Production Tooling FPI Firm

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

TARGET

COST/PRICE

TARGET

PROFIT

PROFIT

ADJUSTMENT

FORMULA

(Over-Target)

PROFIT

ADJUSTMENT

FORMULA

(Under-Target)

OPTION 2001 Rotary/Fixed-Wing Aircraft SDD Design & Component Testing

FPI Firm Target

2002 Rotary/Fixed-Wing Aircraft SDD Developmental Verification Testing (DVT)

FPI Firm

TARGET

COST/PRICE

(UNIT)

INITIAL

TARGET

PROFIT

(UNIT)

INITIAL

PROFIT

ADJUSTMENT

FORMULA

(Over-Target)

INITIAL

PROFIT

ADJUSTMENT

FORMULA

(Under-Target)

OPTION 2003 Rotary/Fixed-Wing Aircraft LRIP Units

FPI

2004 LRIP Rotary/Fixed-Wing OT&E Support FFP

TARGET

COST/PRICE

(UNIT)

INITIAL

TARGET

PROFIT

(UNIT)

INITIAL

PROFIT

ADJUSTMENT

FORMULA

(Over-Target)

INITIAL

PROFIT

ADJUSTMENT

FORMULA

(Under-Target)

OPTION 3001 FRP Ejection Seat IAE Units (1)

FPI

** 3003 Ejection Seat/Rotary/Fixed-Wing Reprocurement Data Package FFP

** If any Offeror declines to submit an offer for CLIN 3003 under SBIR exemption, the proposed price for CLIN 3003 for Offerors will be segregated out of the total evaluated price and evaluated separately. Otherwise, the proposed price for reprocurement data CLIN 3003 will be added to the total evaluated price for all Offerors.

SECTION L – ATTACHMENTS L-1 THRU L-10 FA8902-08-R-1003

TARGET

COST/PRICE

(UNIT)

INITIAL

TARGET

PROFIT

(UNIT)

INITIAL

PROFIT

ADJUSTMENT

FORMULA

(Over-Target)

INITIAL

PROFIT

ADJUSTMENT

FORMULA

(Under-Target)

OPTION 4001 FRP Ejection Seat IAE Units, Yr 2

FPI

4002 FRP Rotary-Wing IAE Units, Yr 2

FPI

4003 FRP Fixed-Wing IAE Units, Yr 2

FPI