25R5302BHLSOW20250307.pdf

CUI

DISTRIBUTION STATEMENT C: Distribution authorized to U.S. Government agencies and their Contractors for

CTI as determined 30 September 2024. Other requests for this document must be referred to Marine Corps Systems

Command, Product Manager, Engineer Systems, 2200 Lester Street, Quantico, VA 22134-5050.

DESTRUCTION NOTICE: Destroy by any method that will prevent disclosure of content or reconstruction of the document.

STATEMENT OF WORK

FOR

BACKHOE LOADER

PREPARED BY

PdM ENGINEER SYSTEMS

PM COMBAT SUPPORT SYSTEMS

MARINE CORPS SYSTEMS COMMAND

September 2024

Controlled by: MARCORSYSCOM

Controlled by: PdM ES

CUI Category: CTI

Distribution Statement: (C)

POC: Beverly Walker

1 SCOPE

This Statement of Work (SOW) defines the Marine Corps requirements for the procurement and delivery of 169 Backhoe Loaders (BHLs). The BHL Program has been initiated to procure and field a commercially available item that meets the requirements set forth in the Performance

Specification. This BHL will replace the currently fielded BHL, Caterpillar 420D and 420E, which is reaching the end of its economical service life.

The BHL shall be a commercially available item with military modifications. The BHL shall be a wheeled, engine driven vehicle with backhoe, bucket loader, front fork attachment, and be capable of operating hydraulic tools. The BHL will be compatible with the existing Caterpillar work tools listed in Appendix B.

Contractor shall provide the requisite program management and logistics support to ensure that delivery schedules, performance requirements, and overall supportability of the BHL is accomplished as set forth in the contract. The Contractor is responsible for providing all material, services, and necessary support documentation needed to complete the tasks identified in this

SOW.

This contract includes the Program Management, Government Furnished Information (GFI), Meetings and Reviews, Testing and Verification, Environmental, Safety, and Occupational

Health (ESOH), Configuration Management (CM), Unique Identification (UID), and logistics supportability.

2 APPLICABLE DOCUMENTS

The following documents form a part of this SOW to the extent specified herein. The most recent revision of the referenced document at the time of contract shall be used unless otherwise specified. In the event of conflict between the applicable documents and this SOW, the SOW shall take precedence. All below references cited in mandatory compliance documents shall be considered as guidance only. Nothing in this document supersedes applicable laws or regulations unless a specific exemption has been obtained.

2.1 Military Standards and Specifications

The following Military Standards can be found at https://quicksearch.dla.mil/qsSearch.aspx.

NAVMC documents can be found at https://www.marines.mil/News/Publications/.

MIL-STD-130N(1) Identification Marking of U.S. Military Property

MIL-STD-209K Department of Defense Interface Standard for Lifting And

Tiedown Provisions

MIL-STD-882E(1) System Safety

MIL-STD-11991B General Standard for Parts, Materials, and Processes

MIL-STD-31000B Technical Data Packages

MIL-STD-40051-2D(1) Preparation of Digital Technical Information for Page Based

Technical Manuals (TMs) https://quicksearch.dla.mil/qsSearch.aspx

NAVMC 1553.1A Marine Corps Instructional Systems Design/Systems Approach to Training and Education Handbook

2.2 Military Handbooks - Guidance Only

MIL-HDBK-61B Configuration Management Guidance

MIL-HDBK-502A Product Support Analysis

2.3 Other Government Documents

Unless otherwise stated, the following documents may be obtained from the Document

Automation and Production Service, Building 4/D, 700 Robbins Avenue, Philadelphia, PA

19111-5094 or visit http://dodssp.daps.mil.

DI-SESS-81000F Product Engineering Design Data and Associated Lists

DODI 5230.54 Distribution Statements of Technical Documentations

DFARS Subpart 227.71 Rights in Technical Data

DFARS 211.274 Item Identification and Valuation Requirements

DFARS Clause 252.211.7003 Item Identification and Valuation

DFARS 252.227-7013 Rights in Technical Data—Other Than Commercial Products and Commercial Services

DFARS 252.227-7015 Technical Data - Commercial Products and Commercial

Services

2.4 Non-Government Documents

ASME Y14.100 Engineering Drawing and Related Documentation Practices

ASME Y14.24 Drawing Types and Applications of Engineering Drawings

ASME Y14.34 Associated Lists

SAE-GEIA-STD-0007 Logistics Product Data

SAE-GEIA-HB-0007 Logistics Product Data Handbook

SAE-GEIA-HB-649 Configuration Management Standard Implementation Guide

SAE-TA-STD-0017 Product Support Analysis

SAE-TA-HB-0007-1 Logistics Product Data Reports Handbook

Copies of ASME documents are available from www.asme.org or American Society of

Mechanical Engineers (ASME), 22 Law Drive, PO Box 2900, Fairfield, NJ 07007-2900. Copies of SAE documents are available from www.sae.org or SAE International, 400 Commonwealth

Drive, Warrendale, PA 15096-0001.

http://dodssp.daps.mil/ http://www.sae.og/

3 REQUIREMENTS

3.1 The Government anticipates procuring 169 BHLs. The Contractor shall perform all tasks and provide all materials, equipment, hard tooling, personnel, and facilities required to deliver the types and quantities of deliverables specified in the contract. This also includes the Contractor obtaining any needed technical and administrative support from a third-party Contractor who would be responsible for the updating and/or development of engineering or logistics requirements within this SOW.

3.1.1 Modifications. The Contractor shall implement the following modifications to the commercial BHL in accordance with all requirements in the Performance Specification.

a. Painted Green 383 in accordance with SAE-AMS-STD-595.

b. Embedded Rifle Rack, which can store any of the following in a bracket inside the cab:

M16A1, M16A2, M4, and M27.

c. NATO Slave Receptacle.

d. Fuel type: JP5, JP8, and F24.

3.1.2 Spare Parts Kits (SPKs). The Contractor shall provide the Government with four (4)

SPKs. The Contractor shall propose the recommended repairable components for the SPK.

Example components may include an engine, drive train, alternator, etc. The Contractor shall deliver the SPKs to the Supply Management Units (SMUs) located at I, II, III MEF, and

MARFORRES.

3.1.3 Preventative Maintenance Checks and Services (PMCS) Kits. The Contractor shall over-pack each BHL with the items needed to conduct the initial break-in service. The

Contractor shall distribute twenty (20) Preventive Maintenance Checks and Services (PMCS) kits to the SMUs located at I, II, III MEF, and MARFORRES. The PMCS kits shall contain items specifically identified to support the first PMCS interval.

3.1.4 Program Management. The Contractor shall establish and maintain program management practices throughout the period of performance. Program management practices shall provide visibility into the Contractor’s organization and techniques used in managing the program, including Subcontractor and data management. Documentation shall be readily available to Government representative(s) during planned visits. The Contractor shall be responsible for tracking all BHLs in a Master Control Document. The Master Control Document shall be provided to the Government on the first Thursday of each month. The Government will provide the required information and format in a sample Excel document during the Post Award

Meeting (PAM).

CDRL A003 - Integrated Master Schedule (IMS)

3.1.5 Subcontractor Management. The Contractor is responsible for performance of requirements delineated in this SOW and shall institute appropriate management actions relative to Subcontractor performance. The Contractor shall be accountable for Subcontractor compliance and is responsible for ensuring all deliverable products, including technical data comply with the contract requirements.

3.1.6 Schedule Planning. The Contractor shall produce a minimum of three (3) BHLs per month after successful Product Verification Testing (PVT) and a Full Rate Production (FRP) decision. The Contractor shall notify the Government in writing within 10 calendar days of any anticipated or projected work stoppages or delays that will affect schedules.

3.1.7 Planned Deliveries. The Contractor is responsible for delivery of all BHLs at each shipping location Free on Board (FOB). Quantity and location will be specified on each individual delivery order. The anticipated delivery locations are provided in Table 1. below.

Table 1. Delivery Locations

INSTALLATION

BHL

QTY

Fork Attachment

QTY

CONUS EAST

Blount Island, Jacksonville, FL 27 11

Albany, GA 16

Marine Corps Air Station, New River, NC 1 1

Marine Corps Air Station, Cherry Point, NC 1 1

Marine Corps Air Station, Beaufort, SC 1 1

Marine Corps Camp Lejeune, NC 28 11

Marine Corps Reserve Base, Joint Base McGuire, NJ 2 1

Marine Corps Reserve Base, Millington, TN 1 1

Marine Corps Reserve Base, South Bend, IN 1 1

Marine Corps Reserve Base, Red Bank, NJ 2 1

Marine Corps Reserve Base, Battle Creek, MI 4 2

Marine Corps Reserve Base, Baltimore, MD 5 4

CONUS WEST

Marine Corps Air Station, Yuma, AZ 1 1

Marine Corps Camp Pendleton, CA 24 13

Marine Corps Air Station, Miramar, CA 1 1

Marine Corps Reserve Base, Miramar, CA 2 1

Marine Corps Base, 29 Palms, CA 13 3

Marine Corps Reserve Base, Minneapolis, MN 2 1

Marine Corps Reserve Base, Springfield, OR 1 1

Marine Corps Reserve Base, Ft Lewis, WA 2 1

Marine Corps Training Center, Ft Leonard Wood, MO 12 3

OCONUS

3.1.8 Meetings, Formal Reviews, Conferences, and Audits

3.1.8.1 Contractor Responsibilities. The Contractor shall plan, attend, coordinate, support and conduct necessary meetings, formal reviews, conferences, and audits (hereinafter called

"reviews"). The reviews shall be conducted at either Government or Contractor facilities and shall allow individuals to participate via Video Teleconferencing (VTC)/Teleconference channels when necessary. Reviews requiring demonstration or examination of equipment shall be conducted at the Contractor's facility. All such reviews shall be included in the program schedule and may be held concurrently with the Government’s approval. The Government reserves the right to cancel any review or to require any review to be scheduled at critical points during the period of performance. Action item documentation, assignment of responsibility for completion and due dates shall be determined prior to adjournment of all reviews. A summary of all action items, responsible parties, and estimated completion dates shall be included with the minutes. The Contractor shall provide meeting minutes within 5 business days following all reviews.

CDRL A010 - Meeting Agenda

CDRL A008 - Meeting Minutes

3.1.8.2 Post Award Meeting/Preliminary Design Review. A combined Post Award Meeting

(PAM) and Preliminary Design Review (PDR) will be held at the Contractor’s facility. The purpose of the PAM/PDR is for the Contractor to review and demonstrate to the Government the

Program and Data Management procedures, provide progress assessments, review technical and other specialty area status, and to establish schedule dates for near term critical meetings, actions, and reviews. The Contractor shall present management, key personnel, and program implementation processes.

CDRL A001 – Technical Review Data Package (TRDP)

3.1.8.3 In-Process Review. In-Process Reviews (IPR) shall be held at the Government’s facility quarterly or as needed. The Government reserves the right to cancel any review or to require any review to be scheduled, to include change of location, during the period of performance. The

Contractor’s progress, management, technical support services, administrative processes, assurance of compliance with contract requirements, program status, funding, problem identification and resolutions shall be agenda items. Actual versus expected performance of each area shall be addressed. The Contractor shall prepare presentation materials providing an overview of all agenda items.

Iwakuni, Japan 1 1

Kaneohe Bay, Hawaii 6 1

Okinawa, Japan 15 7

Total 169 69

3.1.8.4 Security Requirements. The information provided to the Contractor will be unclassified and/or Controlled Unclassified Information (CUI). The Contractor is not required or expected to have Facility Clearance and Contractor personnel supporting this effort are not required to possess Personnel Clearance Levels. If the company has a Defense Information System for

Security (DISS) account, the Facility Security Officer (FSO) is required to establish, populate, and own the DISS record of every Contractor processed for and/or issued a Common Access

Card (CAC). Any Contractor personnel requiring access to U.S. Government CUI shall possess a completed background investigation (minimum of a T-1/NACI) for this Public Trust Position.

Due to Insider Threat concerns, the Company is requested to notify the MARCORSYSCOM

Personnel Security (PERSEC) Office at 703-432-3952/3490/3374, within 24 hours of any adverse/derogatory information associated with the 13 Adjudicative Guidelines concerning any

Contractor performing on this contract if they have been issued a CAC and/or a

MARCORSYSCOM building badge.

In accordance with DoDI 5200.48, “Controlled Unclassified Information (CUI),” all Contractors supporting MARCORSYSCOM who receive, store, or generate CUI are required to take the

DoD Mandatory CUI Training, available on the Security Awareness Hub at:

https://securityawareness.usalearning.gov/cui/index.html. Per DoDI 5200.48 and pursuant to contractual requirements, DoD Contractors require initial CUI training and annual CUI refresher training. Additional MARCORSYSCOM specific CUI training and guidance can be attained by contacting the MARCORSYSCOM Security Classification Management Office at 703-432-3141

/ 3140 or MCSC_ACSG2_SCMO@usmc.mil.

While performing aboard Navy/USMC and Army sites, the Contractor shall comply with the provisions of DoD Directive 5205.02E, “DoD Operations Security (OPSEC) Program,”

SECNAVINST 3070.2A, “Operations Security,” Marine Corps Systems Command Order

(MCSCO) 3070.1B, “Operations Security Program,” Marine Corps Order 3070.2A, “The Marine

Corps Operations Security (OPSEC) Program,” and the MARCORSYSCOMO P5510.2C, “Security Manual.” At all other sites the Contractor shall comply with the local command and/or program OPSEC plan. Contractor personnel shall follow OPSEC concepts and principles in the conduct of this requirement to protect critical information, personnel, facilities, equipment, and operations from compromise. All Contractors (including Subcontractors) shall supplement their current security practices by requiring any personnel involved in executing this contract to complete Government-sponsored and administered OPSEC training.

3.2 Systems Engineering

3.2.1 Systems Engineering Program. The Contractor shall establish and maintain a systems engineering program throughout the period of performance. The systems engineering program shall be documented in a Systems Engineering Management Plan (SEMP) and shall describe the

Contractor’s planned systems engineering approach to meeting the program’s contract, objectives, and overall technical and management approach.

mailto:MCSC_ACSG2_SCMO@usmc.mil

3.2.2 Technical Reviews. Technical reviews will be conducted in accordance with MCSCO

5400.5, Naval Systems Engineering Policy and the IEEE Std. 15288.2 Technical Reviews and

Audits on Defense Programs. In preparation for each Systems Engineering Technical Review

(SETR), the Contractor shall provide all responsible presentation materials, technical data, and reports, to the Government in the form of a Technical Review Data Package (TRDP). The contents of the TRDP will be defined in the following paragraphs.

3.2.2.1 Critical Design Review (CDR). The Contractor shall host and participate in the CDR scheduled by the Government to be conducted after Contract Award and prior to delivery of PVT assets. At the CDR, the Contractor shall present and discuss the SEMP, requirements traceability, all certifications required in the Performance Specification, the System Impact

Assessment (SIA), the Corrosion Prevention and Control Plan (CPCP), the Quality Management

(QM) program, Roll Over Protection Systems (ROPS) & Falling Objects Protection Systems

(FOPS) design analysis, MIL-STD-209K Tiedown Provisions, and the Technical Data Package

(TDP). In preparation for the CDR, the Contractor shall provide all presentation materials, technical data, and reports, to the Government.

3.2.2.2 Test Readiness Review. The Contractor shall participate in the Test Readiness Review

(TRR) scheduled by the Government to be conducted prior to PVT. At the TRR, the Contractor shall present and discuss any changes or updates to the materials presented during the CDR, the plan for providing support during PVT, the Failure Reporting, Analysis, and Corrective Action

System (FRACAS) with approach to reviewing and responding to Test Incident Reports (TIRs), and the Configuration Management (CM) program. In preparation for the TRR, the Contractor shall provide all presentation materials, documents updated since the CDR, and an accurate TDP.

CDRL A001 – TRDP (TRR)

3.2.2.3 System Verification Review. The Contractor shall host and participate in the System

Verification Review (SVR) scheduled by the Government to be conducted after completion of

PVT and prior to any production Delivery Orders. The Contractor shall present and discuss any changes or updates to the materials presented during the TRR and all failures identified during

PVT with the corresponding analyses, and corrective actions planned and/or implemented. In preparation for the SVR the Contractor shall provide all presentation materials, documents updated since the TRR, and all failure analyses and corrective actions with responses to all TIRs to the Government.

CDRL A001 – TRDP (SVR)

3.2.2.4 Production Readiness Review. The Contractor shall host and participate in the

Production Readiness Review (PRR) scheduled by the Government to be conducted after the

PVT has been completed and prior to any production Delivery Orders. The Contractor shall present and discuss any changes or updates to the materials presented during the SVR, the

Producibility Plan, the QM program, the CM program, any anticipated, approved, or implemented engineering changes or deviances from the product baseline. In preparation for the

PRR, the Contractor shall provide all presentation materials and documents updated since the

SVR to the Government.

CDRL A001 – TRDP (PRR)

3.2.2.5 Physical Configuration Audit. The Contractor shall host and participate in the Physical

Configuration Audit (PCA) scheduled by the Government to be conducted after the first production Delivery Order and prior to fielding. The Contractor shall present and discuss any changes or updates to the materials presented during the PRR. In preparation for the PCA, the

Contractor shall provide all presentation materials and documents updated since the PRR to the

Government. Additional details for the PCA are established in the Configuration Management section of this SOW.

CDRL A001 – TRDP (PCA)

3.2.3 Corrosion Prevention and Control. The Contractor will provide their Corrosion

Prevention and Control Plan (CPCP) that describes the specific measures to be implemented throughout the BHL. The purpose of the CPCP is to document corrosion-related design decisions and identify materials and corrosion control methods used in the BHL. The plan shall address the techniques and processes to be applied in assuring that the products to be delivered will meet the requirements contained in the Performance Specification. Changes in materials, coatings, or corrosion prevention methods during production shall be reflected in updated versions of the

CPCP. At a minimum, the CPCP shall provide the following information:

a. Discussion of corrosion prevention techniques employed in design, including measures taken to minimize water collection/entrapment and collection of debris, to mitigate corrosion in areas inaccessible to cleaning and maintenance, and to minimize dissimilar metal contact.

b. Process instructions detailing application of coatings and other corrosion prevention compounds (if any). Process instructions shall address personnel training and qualification, material inspection, surface preparation, and coating or compound application procedures.

c. Any test data developed for coatings and materials.

d. Identification of coating/substrate combinations for which no testing was required or performed.

e. Recommended corrosion control-specific maintenance.

f. Quality assurance program provisions to address materiel control to ensure that the materials used in the BHL are shown on engineering drawings; and in-process measurements

(number, type, frequency, locations) to ensure compliance with process instructions developed under b, above.

Changes in materials, coatings, or corrosion prevention methods during production shall be reflected in updated versions of the CPCP.

3.2.4 Reliability and Maintainability

3.2.4.1 Reliability and Maintainability Program. The Reliability and Maintainability (R&M) program shall encompass all aspects of reliability with respect to design selection of components, predictions, and testing. The Contractor shall maintain and make available to the Government all

R&M data on any vendor or Subcontractor supplied item and shall inform the Government of any part or component, which will degrade system R&M requirements. The Contractor shall provide their maintenance strategy and/or plan, a list of recommended maintainer certifications, as well as any related analyses that were conducted and became the basis for the Contractor’s maintenance plan.

3.2.4.2 Procedures and Controls. The Contractor shall maintain procedures and controls which ensure products obtained from suppliers, vendors, and Subcontractors meet reliability requirements. The Contractor shall establish, implement, and maintain documented procedures which detect and/or preclude the use of substandard or counterfeit parts in the production process and impose similar requirements on Subcontractors.

3.2.4.3 Failure Reporting, Analysis, and Corrective Action System (FRACAS). The

Contractor shall provide their procedures for analysis of failures to determine the root cause and documentation for recording corrective actions taken. The FRACAS shall include uniform failure reporting, failure analysis reports and corrective actions. All hardware/software failures from system level down to the subassembly level shall be subject to these requirements throughout the testing period, including production and integration testing, and during the post-production support.

3.3 Quality Management System

3.3.1 Quality Assurance Program Plan (QAPP). The Contractor shall establish, implement, document, and maintain a quality system that ensures conformance to contractual requirements.

The Contractor shall implement the requirements of ANSI/ASQC Q9001, ISO 9001 or an equivalent quality system model; no third-party certification is required. The Contractor shall make their QAPP or Quality Manual (whichever document they've developed as required by their ANSI, ISO, or equivalent quality system – development of a Government unique document is not required) available for Government review at their facility as required. The Contractor shall notify the Government when they update their QAPP throughout the contract period of performance through Letter of Transmittal to the Contracting Officer.

CDRL A009 - Quality Assurance Program Plan

3.3.2 Quality Assurance Management Meeting (QAMM). The Contractor shall schedule and participate in QAMMs. The meetings shall include representatives from Quality, Production, and

Engineering at a minimum, and shall be held quarterly (at a minimum) in conjunction with the

IPR or on an as-need basis. Additional meetings shall be scheduled through the Administrative

Contracting Officer (ACO)/PCO if quality issues dictate additional surveillance. The Contractor shall provide meeting minutes within 5 business days following the QAMM.

3.4 Environment, Safety, and Occupational Health (ESOH)

3.4.1 Safety Data Sheets. The Contractor shall deliver all Safety Data Sheets (SDS) for all hazardous materials used in the BHL.

3.4.2 Hazardous Materials Management Program Report. No asbestos, radioactive materials, mercury, hexavalent chromium (electroplating and coatings processes), cadmium

(electroplating), or other highly toxic or carcinogenic materials as defined in 29 CFR 1910.1200 shall be used on the BHL without prior approval from the Government. Class I and Class II

Ozone Depleting Substances shall not be used. If hazardous materials are used, the Contractor shall prepare a Hazardous Material Management Program Report which, at a minimum, shall identify all hazardous materials required for system production and sustainment, including the parts or process that requires them. This report shall be prepared in accordance with National

Aerospace Standard 411, section 4.4.1 and submitted. The requested data shall be provided to the

Government 30 business days before System Verification Review.

CDRL A007, Hazardous Materials Management Program Report

3.4.3 Safety Assessment Report. The Contractor shall identify and evaluate safety and health hazards, define risk levels, and establish a program that manages the probability and severity of all hazards associated with development, use, and disposal of the system in accordance with

MIL-STD-882_. The Government will evaluate residual risks in accordance with Tables A-I through A-IV of MIL-STD-882_ and accept these risks only if deemed to be appropriate. The

Contractor shall provide ESOH hazard data in accordance with MIL-STD-882_ as a result of a system safety analysis conducted on the BHL based on the current Department of Defense (DoD)

Standard Practice for System Safety. The minimum data shall include all identified ESOH hazards (including, but not limited to, system design, toxic chemicals, hazardous materials with associated Material Safety Data Sheets, ozone depleting substances, excessive noise, and intended operational use), the probability and severity of the hazard, the proposed or accomplished fix/procedure to mitigate the risk, and the expected residual risks once the mitigation factors are implemented. The system safety analysis shall include the development, operation, maintenance, and disposal of the BHL. This analysis shall include a statement from the Contractor identifying the level to which identified hazards have been eliminated or their associated risks controlled. The Contractor shall provide the requested data to the Government

60 business days prior to the Test Readiness Review.

CDRL A012, Safety Assessment Report

3.5 Product Drawings/Models and Associated Lists

3.5.1 The Contractor shall deliver a complete Product Level Drawing Package in accordance with MIL-STD 31000, which completely documents the placement of the military options. All drawings in this Product Drawing Package shall comply with ASME Y14.100, ASME Y14.24 and ASME Y14.34. This Product Drawing Package shall include assembly drawings and detail drawings down to the piece part for all items designed and developed at Government expense.

The assembly and detail drawings shall provide necessary design, engineering, manufacturing, and quality assurance requirements necessary to enable the procurement or manufacture of an interchangeable item, which duplicates the physical and performance characteristics of the original product, without additional design, engineering, or recourse to the original design activity. The Contractor shall also provide any digital modeling data files developed in support of this Product Drawing Package or the system design. The data shall be submitted in Standard for the Exchange of Product Data (STEP) format and .pdf format.

CDRL A002 - PRODUCT ENGINEERING DESIGN DATA AND ASSOCIATED LISTS

3.6 Configuration Management (CM)

3.6.1 Configuration Management Process. The Contractor shall maintain a CM process for the control of all requirements, hardware, software and external system interface configuration documentation, media, and parts representing or comprising work related to the BHL. The principles contained in SAE-GEIA-HB-649, Configuration Management Standard

Implementation Guide, and MIL-HDBK-61B, Configuration Management Guidance, shall be used for guidance as well as related MARCORSYSCOM acquisition and engineering policy.

The Contractor's CM process shall consist of CM planning, configuration identification, configuration control, configuration status accounting, and configuration verification and audits and data management including tools. Processes and tools for interfacing with other acquisition requirements such as design review, assurance, and other program related disciplines shall be addressed. The Contractor shall designate a CM representative to serve as a primary point of contact to the Government for all CM matters. The Contractor's representative shall be responsible for any Subcontractor's CM efforts. The Contractor shall notify the Government of any changes at the Contractor's facility which affect the execution of the Contractor's CM Plan.

The Contractor shall present and discuss their CM plan at the Critical Design Review. The

Government will review the Contractor’s CM plan. The CM Plan shall be reviewed at least annually, and updated to reflect changes in system engineering, logistics or acquisition strategy concepts.

3.6.2 Configuration Identification. In coordination with the Government’s CM manager, the

Contractor shall develop methods to uniquely identify Configuration Items (CI) and associated documentation, such as drawings, manuals, plans, procedures, instructions, and other configuration-related documents.

3.6.3 Configuration Status Accounting. The Contractor shall establish and maintain a

Configuration Status Accounting (CSA) database. All baselines, changes and planned systems upgrades shall be documented in the Contractor’s CSA database. The Contractor’s CSA database shall permit acceptance of commercial product information. However, if requirements to report data outside of the Contractor’s CSA database or format exist, the information may be delivered as a supplement to prevent disruption to their existing system. The Contractor’s CSA database shall reconcile any differences between the supplier information and Contractor practices to provide the Government with clear accountability of product information. Additionally, the CSA database shall provide a reliable source of configuration information to support all BHL Program activities, including program management, systems engineering, logistics support, and modification/maintenance actions. The Contractor’s CSA database shall be capable of providing

CSA data in an editable digital format.

3.6.3.1 Modification Tracking. The Contractor shall utilize the CSA database to record completed field modifications or retrofit actions as a result of approved Engineering Change

Proposals (ECPs) for each CI. The Contractor shall maintain the information that allows visibility of completed actions to the USMC Serial numbers or IUID. The Contractor’s CSA database shall include the following data elements:

a. USMC Serial Number, computer software name and version, or IUID

b. ECP/MI Number

c. Date Installed

d. Location

e. Ownership

3.6.3.2 Baseline Tracking. The Contractor shall establish a database that records and maintains configuration baselines. The database shall record documents, hardware, computer software and drawings that have been approved and placed under Government configuration control and new CIs, which are planned for inclusion in future baseline updates. As a minimum, CI data shall identify the current approved baseline by:

a. Document number and Document type

b. CAGE

c. Revision Level

d. Nomenclature

e. Drawing size

f. Indentured breakdown of parts, which display a “parent to child” relationship to include quantity. The breakdown shall only pertain to CI documents under

Government configuration control.

g. Computer software version number.

3.6.3.3 Configuration Management Meetings/Audits. A PCA shall be performed to verify the BHL CI is accurate, complete, and compatible. The Government and the Contractor shall conduct the PCA jointly, at a time and place designated by the Government, with the

Government chairing the audit. The PCA shall verify the drawings reflect the "as-built" configuration of all newly developed or modified portions of the system; accurate form, fit or function information is provided on control drawings for non-developmental/commercial items;

and confirm the drawings accurately represent the "as-built" production configuration. Whenever possible, the PCA shall be conducted incrementally, concurrent with hardware fabrication and assembly of the first production system. The Contractor shall develop a configuration audit plan and provide the system to be audited, facilities, personnel, documentation (including drawings) and other support as may be required. The Contractor shall participate and assist the Government in the development of the PCA, using the guidelines contained in Section 8 of MIL-HDBK-61B, Configuration Management Guidance. The Contractor shall document the results of the PCA after each audit and shall correct all audit discrepancies documented in the configuration audit summary reports. In the event the Government finds evidence the drawings and/or documents do not adequately represent the equipment, production shall cease until all discrepancies are corrected and the Government approves the configuration audit summary report. See paragraph

3.3.2.5.

3.6.4 Parts Management Program. The Contractor shall establish and maintain a Parts

Management Program for all new designs or modified equipment. This program shall ensure that the use of parts meet the contractual requirements, reduce proliferation of parts within and across

DoD systems and equipment, through standardization, and enhance reliability and supportability to meet material readiness objectives, and reduce total-life-cycle costs. The Contractor shall describe how the parts management process is validated in the CMP (see para 3.8.1). The

Contractor shall describe how process improvements are incorporated, and the Contractor shall describe how process variation is controlled. The Contractor shall document the program plan.

The procedures, planning and all other documentation, media, and data which define the Parts

Management Program and the parts selected for use shall be made available to the Government for their review. The Government may perform any necessary inspections, verifications, and evaluations to ascertain conformance to requirements and adequacy of the implementing procedures. The Government may exercise its right to disapprove the Parts Management

Program or portions thereof when it fails to meet its intended objectives.

3.6.5 Product Baseline Management. The Contractor shall maintain a current and accurate

Product Baseline to ensure form, fit, and function of the BHL modifications. The Contractor shall establish definitive processes, which identify how the Product Baseline will be managed and maintained. These processes shall be defined in the Contractor's CM plan and made available for Government review. The product baseline is the approved technical documentation that describes the configuration of a CI during the production, fielding/deployment and operational support phases of its life cycle. The product baseline shall prescribe; (1) all necessary physical or form, fit, and functional characteristics of a CI; (2) the selected functional characteristics designated for production acceptance testing; and (3) the production acceptance test requirements. The Contractor shall establish the product baseline at the conclusion of the

Critical Design Review

3.7 Verification

3.7.1 Contractor Certification. The Contractor shall provide the necessary data to verify

BHL technical compliance with performance requirements as established in the Performance

Specification Verification Section 4. The Contractor shall certify by signature on the recorded data sheets to indicate the validity of the provided information. The Contractor shall provide all

Contractor certifications as part of the TRR TRDP.

CDRL A001 - Technical Review Data Package (TRDP)

3.7.2 Contractor Support to Government Testing. The Contractor shall support

Government test efforts by providing personnel and support at an independent test agency. The

Contractor shall support each Government test by providing maintenance, training, logistics, and technical support for the period of testing. Duration of testing is expected to take three months.

Test support requirements will be tailored to the test being conducted. The Contractor shall provide all required support equipment and spare parts needed to maintain the BHL and ancillary equipment during each test. The Contractor shall analyze test data, conduct failure analysis, and maintain a data tracking system throughout all test efforts. The Contractor shall utilize the

FRACAS to review and respond to Test Incident Reports (TIRs) generated by the Government test agency throughout PVT within 7 days of being posted. The Contractor shall implement

Government approved corrective actions within a timeframe that does not cause delays in program schedule.

3.7.3 Product Verification Test (PVT) Assets. The Contractor shall provide 3 production assets for verification testing 120 days after contract award. In the event the PVT assets fail to meet requirements established in the Performance Specification, the Contractor shall submit plans for the corrective action or disposition to the Government for approval. Minor failures may be corrected during testing with Government approval. Production shall not be initiated without

Government approval after successfully completing PVT.

3.7.4 PVT Refurbishment. If the PVT assets are not destroyed in testing and as approved by the Government, the Contractor shall refurbish and deliver them as part of the contract quantity provided they meet production acceptance test requirements. The refurbishment and delivery of the PVT assets shall be accomplished within 90 days after Government approval of the proposed repairs.

3.7.5 Refurbishment and Retrofit of Units. The Contractor shall refurbish and retrofit all units to include all Government approved corrective actions and modifications and implement throughout production.

4 SUPPORTABILITY

4.1 Warranty

4.1.1 Requirement. The Contractor shall provide options for an extended commercial multi-year bumper to bumper warranty for the BHL and all its components and sub-components.

The Warranty shall be inclusive and include all costs associated to parts, parts support, packaging, shipping, handling, labor, travel, and customer support. Warranties shall become effective upon acceptance. A copy of the Contractor’s Warranty Agreement will be provided to the Government at the PAM. When the Warranty Tracking Information (WTI) and Source of

Repair Instruction (SORI) are completed at the time of award or delivery, the Contractor shall send the completed forms to the Contracting Officer (KO) or Contracting Officer’s

Representative (COR). The KO or COR will then upload a copy of the contract, the terms and conditions of the warranty, and the completed WTI and/or SORI to the Electronic Data Access

(EDA) module of Procurement Integrated Enterprise Environment (PIEE). When applicable, designated representative will upload complete warranty attachments to EDA.

4.1.2 Warranty Management. The Contractor shall provide a warranty report in the

Contractor’s format of all claims and statuses on a semi-annual basis throughout the warranty period. The report shall facilitate actions to track and manage incoming warranty claims, schedule services and repairs, conduct dialogue with Warranty Coordinators and end users. The

Contractor shall:

a. Complete the WTI at the time of contract award and send back to the KO for upload to

EDA.

b. Complete the SORI at the time of delivery of warranted serialized items exclusive of UII detail to be provided no later than at receipt or acceptance.

c. Accept or reject all claims within 48 hours of claim being initiated.

d. Maintain a dialogue with the User, Warranty Coordinator, and Project Officer on all warranty claims.

e. Order and ship all parts under warranty.

f. Perform repairs, as required, on all claims under warranty.

g. Meet the following repair cycle times:

• Continental United States (CONUS): 7 Days – Parts and repair.

• Outside Continental United States (OCONUS): 14 Days – Parts and repair.

• Overseas Contingency Operations (OCO): 14 Days – Parts only.

h. Provide the following cost data associated to warranty services:

• Labor

• Time and travel

• Parts

• Shipping

CDRL A014 – Warranty Performance Report

4.1.3 Warranty Execution. The Contractor shall provide a warranty for the BHL that commences on the date of acceptance by the Government. The warranty shall encompass comprehensive worldwide support. Each warranted system and sub-system of the BHL shall be indexed and identified by serial number, model or part number, and date of acceptance by the using unit. The Contractor shall not perform on-site warranty repairs in OCO environments;

however, they shall provide parts support. Contractors shall conduct repairs on-site in non-contingency areas. The user may request to conduct repairs and only require the Contractor to provide the warranted parts. If the Contractor approves the repair to be done by the user, the

Contractor shall not void the warranty. Parts may be shipped by air, or to a designated CONUS float location, as determined appropriate by the Government. At the discretion of the

Government, the Contractor may be required to ship parts directly to overseas locations. All

OCO, OCONUS and APOE/FPO deliveries shall be shipped using United States Postal Service

(USPS).

4.1.4 Support Equipment. The tools and support equipment listed in the table below will support field level maintenance. The Contractor shall screen the tool kits listed in the table below to prevent new general purpose or special tools redundancy. The Contractor shall identify and provide a comprehensive list of any new, general, or special tools and test equipment required to conduct operations or maintenance tasks.

TAMCN NOMENCLATURE NSN

C7033 Shop Equipment, Contact Maintenance, Common # 20 4940-01-333-8471

C7905 Shop Equipment, GP, Common # 22 4940-01-550-4312

C7930 Shop Equipment, GP, Common # 30 5180-01-518-7339

C7915 Tool Kit, General Mechanics (GMTK) 5180-01-554-4224

B0061 Cooling and Refrigeration Expeditionary Kit -

Modernization 4210-01-675-1965

A7502 Wireless At-Platform Test Set (WATS) 6625-01-700-7479

A7504 Electronic Maintenance Support System (EMSS) 6625-01-678-0213

B01037B Backhoe Loader (BHL) Work Tools 2540-01-605-5387

4.1.5 Diagnostic Software Support. The Contractor shall provide the required software suites to support all BHL diagnostic requirements for currently fielded diagnostic tools listed in paragraph 4.1.4.

4.2 PUBLICATIONS

4.2.1 Requirement. The Contractor shall provide all commercial manuals in editable

Microsoft suite and PDF files for the BHL, to include operation, maintenance, parts, handling instructions, Long-Term Storage, and Care of Supplies In Storage (COSIS). The Contractor shall also develop a Part Number to National Stock Number Cross Reference (PN/NSNCR) that will be embedded in the commercial parts manual. The Contractor shall provide all pictures and parts data information for the BHL for the Government to develop a Stock List-3 (SL-3).

CDRL A015 - Commercial-Off-The-Shelf (COTS) Manuals and Associated Supplemental Data

4.2.2 Publications Guidance Meeting (PGM). The purpose of the PGM will be to review and clarify the TM requirements and to finalize a TM schedule. The PGM will be conducted during the Start of Work Meeting.

4.2.3 Government Furnished Information (GFI). The Government will provide the

NSNs that will be used in the PN/NSNCR. The Government will provide the SL-3 for the BHL

Work Tools.

4.2.4 Government Furnished Property (GFP). The Government will provide 1 set of

BHL Work Tools, as listed in Appendix B.

4.2.5 Develop Part Number to NSN Cross Reference. The Contractor shall develop a

PN/NSNCR that will be embedded in the commercial parts manual as an appendix. In the

PN/NSNCR, the Contractor shall include the Source, Maintenance, and Recoverability (SMR)

Code for each part and part location. The format will be provided to the Contractor by the

Government at the PGM. The Contractor shall provide the below versions of the PN/NSNCR to ensure the format and information is accurate.

4.2.5.1 Preliminary Draft Part Number to NSN Cross Reference. The Contractor shall develop a Preliminary Draft PN/NSNCR. This version of the PN/NSNCR will be desktop reviewed for format and data accuracy. Government comments will be provided to the

Contractor for updates prior to the next deliverable due. NOTE: Contractor shall deliver the draft

PN/NSNCR 60 days after each provisioning conference. The Contractor shall deliver

PN/NSNCR in an editable Microsoft (MS) Word file. See Appendix D for the PN/NSNCR Index template.

CDRL A013 - Provisioning Parts List Index (PPLI)

4.2.5.2 Draft Part Number to NSN Cross Reference. The Contractor shall develop a Draft

PN/NSNCR. This version of the PN/NSNCR will be desktop reviewed for data accuracy.

Government comments will be provided to the Contractor for updates prior to the next deliverable due. NOTE: Contractor shall deliver the draft PN/NSNCR 60 days after each provisioning conference. The Contractor shall deliver PN/NSNCR in an editable MS Word file.

See Appendix D for the PN/NSNCR Index template.

4.2.5.3 Final Draft Part Number to NSN Cross Reference. The Contractor shall develop a

Final Draft PN/NSNCR. This version of the PN/NSNCR will be desktop reviewed for data accuracy. Government comments will be provided to the Contractor for updates prior to the next deliverable due. NOTE: Contractor shall deliver the draft PN/NSNCR 60 days after each provisioning conference. The Contractor shall deliver PN/NSNCR in an editable MS Word file.

See Appendix D for the PN/NSNCR Index template.

4.2.5.3.1 Validation. The Contractor shall validate the PN/NSNCR to ensure the NSNs have been assigned to the correct PN in the commercial parts manual. Validation of the PN/NSNCR shall not be complete until a Validation certificate is provided, certifying the format and data is accurate.

4.2.5.3.2 Verification. The purpose of the verification is for the Government to verify the

PN/NSNCR format and data is accurate. Once the verification is complete the PN/NSNCR will be embedded into the commercial parts manual.

4.2.5.4 Sign-off Copy (SOC) Commercial Manuals. The Government will update the

Contractor provided commercial manuals with a Marine Corps cover page, front and rear matter, and a Promulgation Page with Data Rights DFAR clauses. Once the commercial manuals have been updated, the Product Manager Engineer Systems will authenticate each manual.

4.2.5.5 Final Reproducible Copy (FRC). The Contractor shall print and over-pack the authenticated operator’s manual(s) with each BHL.

4.3 Provisioning

4.3.1 Provisioning Requirement.

4.3.2 Provisioning Guidance Meeting. The Contractor shall participate in the PGM in conjunction with the PAM (see 3.3.2). The purpose of the meeting is to clarify requirements for

Provisioning Technical Documentation (PTD) and MIL-HDBK-502A to include format and medium of delivery, addressing of unique Government requirements, and discussion/resolution of any unclear provisioning/cataloging related areas. Joint development of a Provisioning

Performance Schedule (PPS) using MCSC PM Combat Support Systems Provisioning Schedule and scheduling of periodic PTD submissions for Government review shall be addressed and documented at this conference. During the PGM, the Government will be introduced to the

Subcontractor who will be responsible for the development of the TMs and Provisioning.

Contractor shall provide an estimated number of first occurrence items to determine number provisioning conferences that will be required. The Contractor shall provide meeting minutes within 5 business days of each PGM.

CDRL A010 – Meeting Agenda

4.3.3 Provisioning Conferences(s). The Contractor shall host the Provisioning

Conference(s) at the Contractor's facility in accordance with the PPS. The Contractor shall provide copies of the Provisioning Parts List (PPL), Engineering Data For Provisioning (EDFP), and a production representative system. The Contractor shall be responsible for disassembly of the equipment during this conference to validate and verify all Provisioning Technical

Documentation. The number of provisioning meetings is based on the total number of

Provisioning Line Item Sequence Numbers (PLISNs). The Contractor shall provide 2 hard copies of each current manual(s) for operations, parts identification, maintenance, and rebuild of asset at each conference. The Contractor shall provide meeting minutes within 5 business day of each provisioning conference.

CDRL A008 – Meeting Minutes

4.3.4 Provisioning Plan. The Contractor shall establish, manage, and execute a

Provisioning Plan in accordance with SAE GEIA-STD-0007. MIL-HDBK-502A and SAE

GEIA-HB-0007 may be used for additional guidance. The Provisioning Plan shall be delivered in accordance with the PPS and shall be the basis for the integration of the logistics support element and provide the interface between the engineering and integrated logistics effort used in the systems engineering effort. The objectives of the Provisioning Plan are to provide optimum material readiness, economical logistics support, and identify/evaluate resources required to develop and manage an effective support system. All design, modification/alteration, and engineering activity shall require Provisioning Technical Documentation (PTD).