II.D.iii. Statement of Work MHE.pdf

STATEMENT OF WORK (SOW)/PERFORMANCE WORK STATEMENT (PWS)

MACHINE HANDLING EQUIPMENT (MHE) RENTALS, MAINTENANCE, AND

MAINTENANCE OF GOVERNMENT-OWNED MHE

1.0 Background

The Naval Undersea Warfare Center Division, Newport (NUWCDIVNPT) provides research, development, test and evaluation, in-service engineering, and fleet support to ships, submarines, payloads, undersea systems, offensive and defensive weapons and countermeasures in support of national defense. These activities take place throughout NUWDIVNPT as well as its detachment located at Special Mission Ships (SMS) Activity Cheatham Annex (CAX), Williamsburg, VA.

This Statement of Work (SOW) outlines requirements for contractor-provided support services at

SMS CAX; to include the rental and maintenance of Material Handling Equipment (MHE) and the diagnosis/repair of government-owned MHE.

All services to be performed at CAD-483, CAD-30, Lot 390, and other designated warehouse areas as identified in individual task orders.

1.1 Places of Performance

220 F St., CAD-30 and CAD-483 Williamsburg, VA 23185

1.2 Authorized Users

NUWCDIVNPT CODE 152

1.3 Sponsors

PMS485

1.4 Types of Funding

Operation & Maintenance, Navy (O&MN)

2.0 Scope

2.1 This SOW encompasses the provisions of rentals and maintenance services for MHE and diagnostic/repair services of government-owned MHE. Contract is to include, but is not limited to, inspections, diagnostics, repairs, parts replacement, fluid changes, upkeep of electrical charging systems and the scheduling of routine maintenance of

MHE.

2.2 Contractor shall provide requisite technical services, personnel, materials, and equipment to maintain serviceability of the MHE listed in Appendix A. For non-government-owned MHE listed in Appendix (a), should MHE be rendered inoperable, with no option to repair, comparable MHE shall be provided by the contractor.

2.3 All work completed on-site at CAX shall be completed during normal business hours.

Normal business hours are defined as the established 8-hour work period between the hours of 0700 and 1500, Monday through Friday, excluding weekends and federal holidays.

3.0 Applicable Documents

3.1 Contractor shall meet requirements listed in Section 4.0 in accordance with the below applicable documents. Contractor shall use the most current version of the following

Government directives, manuals, and instructions, policies and guidelines.

Document Number /

Name

Title / Description Application

NAVSEA S9086-CH-

STM-010/CH-070R1

Naval Ships' Technical

Manual (NSTM), Chapter

070R1, 'Weights, Cranes, Material Handling

Equipment and Lifting

Appliances'

Specific MHE and lifting appliance regulations

OSHA Standards 29 CFR 1910 and 29 CFR

Workplace safety

NFPA 70E Standard for Electrical

Safety in the Workplace

Electrical safety during maintenance

Manufacturer's Operation

& Maintenance Manuals

For all MHE covered under this contract

Specific MHE maintenance procedures and schedules

SECNAVINST 11260.2B Weight Handling Program Management of Weight

Handling Equipment

Programs

4.0 Technical Requirements

4.1 General Requirements

Contractor shall comply with all applicable regulations, instructions, and safety procedures as outlined in Section 3.0. Contractor shall provide all necessary qualified personnel, equipment, and materials to perform the required MHE rental, and maintenance. The Contractor shall maintain detailed records of all MHE rental transactions, and all maintenance activities, including dates, descriptions of work, parts used, labor hours, and run-time hours for MHE. All electronic documents, forms, and multimedia content shall be accessible to people with

4.2 Rented/Leased MHE Requirements

4.2.1 Availability

Contractor shall maintain fleet of MHE that is ready for issue. All leased MHE shall be fully serviced and compliant with applicable safety standards (e.g., OSHA, manufacturer specifications, etc.) prior to delivery. In emergent situations where specific MHE types or capacities are required but not immediately available within the Contractor's standard rental fleet, the Contractor shall make available their catalog of inventory and facilitate the acquisition of such equipment within 72 hours, barring availability from their broader network. than

“how” the work is to be performed. Also be clear on how the contractor will know when to perform tasking, e.g. notification via a Government controlled inbox or via Technical Instruction.

4.2.2 MHE Variants

Contractor shall be capable of providing MHE that supports load ranges of MHE labeled as “Leased Unit” in Appendix A.

4.2.3 Delivery and Pick-Up of MHE

Contractor shall be responsible for the timely delivery of rented MHE to designated locations within CAX and its immediate support areas, and for its pick-up upon completion of the rental period. Delivery and pick-up shall include all necessary transportation, loading, and unloading. Delivery and pick-up shall be coordinated with the COR or designated technical representative onsite at CAX.

4.2.4 Fuel/Power

Unless otherwise specified in applicable Task Order, leased MHE shall be delivered with a full tank of fuel or fully charged batteries.

4.2.5 Maintenance of MHE

Contractor shall be solely responsible for all preventative and corrective maintenance of its own MHE provided for rental/lease throughout the rental/lease period. This shall include parts, labor, and transportation for maintenance activities. Maintenance shall be completed without undue disruption to operations at CAX.

4.2.6 Replacement of MHE

If Contractor-provided (leased) MHE is deemed in disrepair, requires significant repair, or must be returned to the Contractor's facility for repair, the Contractor shall provide a comparable replacement MHE unit to swap with the MHE in disrepair to minimize disruption to CAX operations. This replacement requirement does not apply to Government-owned MHE.

4.3 Maintenance

Contractor shall provide semi-annual comprehensive maintenance services for all

MHE listed in Appendix A.

4.3.1 Records

4.3.1.1 Contractor shall maintain comprehensive service records for all

MHE under contract for the duration of the rental contract/lease or for a minimum of one calendar year, whichever duration is longer.

Records shall be made available within 72 hours of request.

4.3.1.2 Contractor shall provide report of current status of MHE under maintenance contract on a quarterly basis. Reports shall include, at a minimum, MHE identification number, operational status, date of last maintenance, date of next planned maintenance, and any recommendations to correct deficiencies, if applicable.

4.3.2 MHE Identification

The specific Government-owned MHE currently requiring maintenance under this contract is detailed in Attachment A. This list represents the initial scope and types of Government-owned MHE the Contractor shall be prepared to maintain. The Contractor shall be prepared to maintain all types of MHE listed therein, as well as any similar MHE subsequently added to the Government's inventory that falls within the general categories specified in this SOW. For Contractor-provided (rental) MHE, the Contractor is responsible for the maintenance of all units they provide under this contract.

NOTE: The Government's MHE inventory is subject to change. Updates to the Government-owned MHE requiring maintenance will be communicated via Task Orders.

4.3.3 Preventative Maintenance (PM)

4.3.3.1 PM shall be completed according to manufacturer

recommendations and CAX approved schedules for all MHE under service contract. Periodicity for PM shall be completed at a minimum of semi-annually (i.e., once every six months).

4.3.3.2 PM activities shall include, but are not limited to, inspections, lubrication, fluid changes, filter replacement, battery maintenance, tire pressure checks, and consumable component adjustment/replacement as required to promote optimal MHE performance and longevity.

4.3.3.3 PM shall be coordinated with CAX designated personnel to ensure minimal disruption to operations.

4.3.4 Corrective Maintenance

4.3.4.1 Contractor shall respond to, diagnose, and repair MHE within a timely manner.

4.3.4.2 Contractor shall provide all necessary parts, labor, tools, and equipment to satisfactorily complete repairs. All parts used shall be new, of commercial quality, and compatible with the MHE being repaired.

4.3.4.3 All repairs shall ensure full operability of MHE and comply with applicable safety standards.

4.3.4.4 Emergency repair services shall be available for critical MHE breakdowns. Response and repair times will be defined in Section

8.0 and Attachment B: Performance Requirements Summary

(PRS).

4.3.4.5 Contractor is responsible for the proper and safe removal and disposal of any hazardous waste (e.g., used oils, batteries, coolants, filters) accrued during onsite maintenance activities, in accordance with all federal, state, and local regulations.

4.4 Government Furnished MHE

For Government-Owned MHE, the contractor shall adhere to DFARS Clause

252.245–7005 for the management and reporting of Government Property.

5.0 Progress Reports

Contractor's performance will be evaluated against the following metrics. Specific targets and acceptable thresholds for these metrics will be defined in Attachment B: Performance

Requirements Summary (PRS), which forms an integral part of this SOW, and/or in individual Task Orders. The Contractor shall maintain records sufficient to demonstrate compliance with these standards.

5.1 MHE Rental Performance

5.1.1 Rental MHE Availability Rate: Percentage of requested MHE types/capacities available for rental within specified lead times.

5.1.2 Rental MHE Delivery Time: Time from confirmed rental request to MHE delivery and readiness for operation at NSY.

5.1.3 Operational Readiness of Rented MHE: Percentage of time rented MHE is fully operational and free from defects upon delivery and throughout the rental period.

5.1.4 Response Time for Rented MHE Maintenance: Time from notification of issue with rented MHE to Contractor's on-site response.

5.1.5 Resolution Time for Rented MHE Maintenance: Time from on-site response to full repair and return to service for rented MHE.

5.1.6 Replacement Unit Provision for Rented MHE: Timeliness of providing a comparable replacement unit when a rented MHE requires off-site repair.

5.2 MHE Maintenance Performance

5.2.1 MHE Availability Rate (for Government-Owned MHE): The Contractor shall maintain an MHE Availability Rate of 95 percent for Government-owned MHE.

5.2.2 Preventative Maintenance (PM) Completion Rate: 95% of all scheduled preventative maintenance activities shall be completed on time.

5.2.3 Corrective Maintenance (CM) Response Time (for Government-Owned

MHE): All call outs (initial notification of malfunction) must be responded to (acknowledged) within 48 hours. If a site visit is required, the

Contractor shall be on-site within 72 hours of the initial call out.

5.2.4 Mean Time To Repair (MTTR) for Government-Owned MHE: Repair of

Government-owned MHE shall be completed within 2 weeks. If parts are not available within 14 days, Contractor must notify COR and provide estimated delivery time.

5.2.5 Mean Time To Repair (MTTR) for Contractor-Owned (Rental) MHE: For

Contractor-owned (rental) MHE, the MTTR shall be 2 weeks, or non-applicable if the asset is replaced with another comparable leased MHE unit.

5.1 Contract Status Report

The Contractor shall prepare a Contractor’s Status Report that indicates the progress of work, status of the program(s), and existing or potential problem areas for all assigned tasks. The

Contractor shall submit the Contract Status Report for the same timeframe as each invoice submitted in the Wide Area Workflow (WAWF) Module of the Procurement Integrated

Enterprise Environment (PIEE).

Deliverable: CDRL A001.

6.0 Government Furnished Information

The following Government Furnished Information (GFI) will be made available under this contract/task order.

Number Title Applicable SOW Task

Number

6.1 Government Owned MHE ALL

7.0 Government Furnished Property

The Government may provide Government Furnished Property (GFP) as listed in Attachment A

(NUWC). The contractor shall adhere to DFARS Clause 252.245–7005 for the management and reporting of Government Property and shall use the GFP Module of the Procurement Integrated

Enterprise Environment (PIEE) as specified in the clause. In addition, the Contractor shall prepare and submit a Government Property (GP) Inventory Report to capture GFP status IAW

CDRL A002.

Deliverable: CDRL A002

8.0 Quality Surveillance and Performance Standards

The Government will conduct quality surveillance via various methods including formal and informal meetings, review of technical reports, review of monthly progress reports, and review of deliverables. Contractor performance will be evaluated in the areas of technical quality, cost control, schedule/timeliness, management, utilization of small business, and regulatory compliance as follows:

• Technical Quality: The government will evaluate technical quality using the criteria defined in the Performance Requirements Summary Table (PRST), Attachment B;

• Cost Control: The government will evaluate the contractor’s effectiveness in forecasting, managing, and controlling actual costs in comparison to negotiated costs;

• Schedule/Timeliness: The government will evaluate the contractor’s ability to meet negotiated milestones and delivery schedules;

• Management: The government will evaluate the contractor’s ability to integrate and coordinate all activities needed to execute the contract/task order;

• Utilization of Small Business: The government will evaluate the contractor’s compliance with the Small Business Subcontracting Plan and any small business subcontracting goals contained in the contract/task order;

• Regulatory Compliance: The government will evaluate the contractor’s compliance with the terms and conditions of the contract/task order relating to applicable regulations and codes.

9.0 Information and Communication Technology (ICT) Accessibility Requirements

N/A

10.0 Security Compliance

10.1 Program Protection

SECURITY: All Contractor personnel shall adhere to the Security provisions of 32 CFR Part 117

– National Industrial Security Program Operating Manual (NISPOM). While performing work at a Government Facility, Contractor personnel shall comply with the security regulations of the host facility. Applicable FAR, DFARS, NMCARS clauses, and NAVSEA text shall be adhered to in the performance of this contract. Security incidents shall be promptly reported through the companies Facility Security Officer (FSO), to the Contracting Officer’s Representative (COR), Technical Point of Contact (TPOC), and the Cognizant Security Office to NUWCDIVNPT

Security.

Controlled Unclassified Information (CUI) including Legacy FOUO and Covered Defense

Information (meeting the definition of 48 CFR 252.204–7012(a)) generated and/or provided under this contract shall be marked and safeguarded as specified in DoD Instruction 5200.48, CUI available at:

https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/520048p.PDF. Any product containing Covered Defense Information shall be assigned a distribution statement (distribution statements B through F) in accordance with DoDI 5230.24 (Distribution Statements on Technical

Documents); and DoDI 5230.24, Enclosure 3 Procedures, available at https://www.esd.whs.mil/Portals/54/Documents/DD/issuances/dodi/523024p.pdf

INFORMATION SECURITY: If the work is performed at the Contractor's facility, the

Contractor shall implement and maintain security procedures and controls to prevent unauthorized disclosure of classified information and controlled unclassified information (CUI) and to control distribution of CUI in accordance with National Industrial Security Program

Operating Manual (NISPOM) codifying 32 CFR Part 117, NISPOM Rule, and SECNAV M-

5510.36B. If the work is performed at the Government's facility, the Contractor shall comply with facility policy.

CUI INCIDENT REPORTING AND RESPONSE: The Contractor shall promptly report any unauthorized, inadvertent, or illegal release or disclosure of CUI to the Contracting Officer’s

Representative / Technical Point of Contact (TPOC), Procuring Contracting Officer, and the

Security Office. Contractor personnel shall coordinate this effort through the relevant industry site FSO.

PUBLIC RELEASE: Any controlled unclassified information pertaining to this contract shall not be released for public dissemination, including posting to any social media sites such as

Facebook or Twitter, unless it has been approved for public release by appropriate U.S.

Government authority. Proposed public releases shall be submitted for approval prior to release through the appropriate U.S. Government Office.

10.2 Operations Security (OPSEC)

OPSEC is a process that identifies critical information to determine if friendly actions can be observed by adversary intelligence systems, determines if information obtained by adversaries could be interpreted to be useful to them, and then executes selected measures that eliminate or reduce adversary exploitation of friendly critical information.

The Contractor shall develop and implement, and update and maintain an OPSEC program to protect controlled unclassified and classified activities, information, equipment, and material used or developed by the Contractor and any subcontractor during performance of the contract.

The Contractor shall be responsible for the subcontractor implementation of the OPSEC requirements. The Contractor developed OPSEC program may include Information Assurance and Communications Security (COMSEC). The OPSEC program shall be in accordance with

National Security Presidential Memorandum (NSPM) 28, and at a minimum shall include:

1) Assignment of responsibility for OPSEC direction and implementation.

2) Issuance of procedures and planning guidance for the use of OPSEC techniques to identify vulnerabilities and apply applicable countermeasures.

3) Establishment of OPSEC education and awareness training. To include initial and annual

OPSEC training.

4) Provisions for management, annual review, and evaluation of OPSEC programs.

5) Flow down of OPSEC requirements to subcontractors when applicable.

While performing aboard Government sites, the contractor shall: comply with all OPSEC instructions and policies; include OPSEC as part of its ongoing security awareness program and take all required Agency training; Be responsive to the Supporting OPSEC Manager on a non-interference basis; and Protect sensitive unclassified information and activities, which could compromise classified information or operations, or degrade the planning and execution of operations performed by the Requiring Organization and contractor in support of the mission.

10.3 Electronic Spillage

Electronic Spillage (ES) is defined as a situation where information of higher classification than a system is authorized to process is introduced into that system, intentionally or otherwise. If a

Contractor is determined to be responsible for an ES, all direct and indirect costs incurred by the

Government for ES remediation will be charged to the Contractor.

ATTACHMENT A: MINIMUM MHE INVENTORY LIST

This appendix identifies Material Handling Equipment (MHE) that is currently owned by the

Government (NUWC) at Special Mission Ships Activity, Naval Weapon Station Yorktown -

Cheatham Annex (CAX) that is anticipated to require maintenance services under this contract, as well as the types of MHE that the contractor is currently leasing or plans to lease to CAX and will be responsible for maintaining. This list is provided for informational and planning purposes for the initial period of performance. Specific MHE units to be maintained and any updates to this inventory will be communicated via individual Task Orders or through the Government's official MHE inventory system (WILD). All MHE shall be sit down models.

Item Fuel Type Tire Type Capacity Owner Location

1 Electric Pneumatic 4000 -

4999 lbs

ALS CAD-30

2 Diesel Pneumatic 6000 -

6999 lbs

ALS CAD-30

3 Diesel Pneumatic 6000 -

6999 lbs

ALS CAD-30

4 Diesel Pneumatic 6000 -

6999 lbs

ALS CAD-30

5 LP Cushion 6000 -

6999 lbs

ALS CAD-30

6 Electric Cushion 6000 -

6999 lbs

ALS CAD-483

7 Diesel Pneumatic 8000 –

8999 lbs

ALS CAD-30

Electric

(36V) Cushion

8000 –

8999 lbs

ALS CAD-30

Electric

(48V) Cushion

8000 –

8999 lbs

ALS CAD-483

10 LP Pneumatic 9000 –

9999 lbs

NUWC CAD-30

11 Diesel Pneumatic 15000 –

19999 lbs

ALS CAD-30

12 Diesel Pneumatic 15000 –

19999 lbs

ALS CAD-30

13 Diesel Pneumatic 15000 –

19999 lbs

ALS CAD-30

14 Diesel Pneumatic 24000 –

24999 lbs

NUWC CAD-30

15 Diesel Pneumatic 34000 –

36999 lbs

ALS CAD-30

16 Diesel Pneumatic 55000 lbs NUWC CAD-30

17 Diesel Pneumatic 99000 lbs NUWC CAD-30

Table A-1: MHE Capabilities at CAX

ATTACHMENT B: PERFORMANCE REQUIREMENTS SUMMARY (PRS)

This Appendix, Performance Requirements Summary (PRS), outlines the key performance objectives, standards, Acceptable Quality Levels (AQLs), and surveillance methods that the

Government will use to evaluate the Contractor's performance under this contract. The

Contractor shall perform to the standards set forth herein. Failure to meet these standards may result in appropriate action by the Contracting Officer, up to and including deductions, termination for default, or non-exercise of options.

I. MHE Rental Services

Performance

Objective

Performance

Standard

Acceptable

Quality

Level

(AQL)

Method of

Surveillance

Incentives/Disincentives

(if applicable)

Provide catalog of inventory for emergent rentals

Contractor shall make available their catalog of inventory within 72 hours of request for emergent situations.

95% compliance

Government review of request/response logs.

(To be defined in contract)

Provide replacement

MHE for

Contractor-owned

(rental)

MHE in disrepair

Contractor shall provide a comparable replacement unit for MHE deemed in disrepair or requiring off-site repair.

98% compliance

Government review of rental logs and repair records.

(To be defined in contract)

Table B-1: MHE Lease Services PRS

II. MHE Maintenance Services (Government-Owned and Contractor-Provided)

Objective

Performance

Standard

Acceptabl e Quality

Level

(AQL)

Method of

Surveillance

Incentives/Disincentive s (if applicable)

Maintain

Government-

Owned MHE

Availability

Rate

MHE

Availability

Rate for

Government-owned MHE shall be 95%.

90% Government review of Contractor's MHE availability reports and MHE usage logs

(e.g., WILD data).

(To be defined in contract)

Respond to

MHE

Corrective

Maintenance

Call-Outs

(Government

-Owned)

All call-outs

(initial notification of malfunction) shall be acknowledge d within 48 hours.

95% complianc e

Government review of Contractor's call-out logs and communication records. Governmen t review of reports on call-outs provided within one week of the assessment or call-out.

(To be defined in contract)

On-site

Response for

MHE

Corrective

Maintenance

Site Visit

(Government

-Owned)

If a MHE site visit is required, Contractor personnel shall be on-site within 72 hours of the initial call-out.

95% complianc e

Government review of Contractor's service logs and dispatch records.

(To be defined in contract)

Mean Time

To Repair

(MTTR) for

Government-

Owned MHE

Repair of

Government-owned MHE shall be completed

90% complianc e

Government review of Contractor's repair reports and maintenance logs.

within 2 weeks. If parts are not available within 14 days, Contractor must notify

COR and provide estimated delivery time.

II. MHE Maintenance Services (Government-Owned and Contractor-Provided), Cont.

Objective

Performance

Objective

Performance

Objective

Performance

Objective

Performance

Objective

Mean Time

To Repair

(MTTR) for

Contractor-

Owned

(Rental)

MHE

For Contractor-owned (rental)

MHE, the MTTR shall be 2 weeks, or non-applicable if the asset is replaced with another comparable leased MHE unit.

90% compliance

Government review of

Contractor's repair reports, maintenance logs, and replacement records.

(To be defined in contract)

Conduct

Quarterly

MHE

Inspections

Contractor shall conduct quarterly inspections of all

MHE.

98% compliance

Government review of quarterly material inspection reports.

(To be defined in contract)

Perform

Runtime-

Based MHE

Maintenance

All MHE shall undergo maintenance after accumulating 300 hours of runtime.

98% compliance

Government review of

Contractor's maintenance records and MHE runtime logs.

(To be defined in contract)

Preventative

Maintenance

(PM)

Completion

Rate

95% of all scheduled preventative maintenance activities shall be completed on time.

90% Government review of

Contractor's PM schedules and completion reports.

(To be defined in contract)

Proper

Hazardous

Waste

Disposal

Contractor shall properly remove and dispose of all hazardous waste generated during

100% compliance

Government inspection and review of waste onsite maintenance in accordance with all applicable regulations.

disposal manifests/records.

v4.10_DECEMBER2025

II. MHE Maintenance Services (Government-Owned and Contractor-Provided), Cont.

Objective

Performance

Objective

Performance

Objective

Performance

Objective

Performance

Objective

III. Facility

Infrastructure

Maintenance

Services

Maintain

MHE Battery

Charging

Terminals

Contractor shall routinely review, maintain, and ensure the proper function and safety of all battery charging terminals for battery-operated forklifts.

98% proper function and safety

Government inspection, user feedback, and review of

Contractor's maintenance records.

Table B-2: MHE Rental Services PRS