Performance Work Statement.pdf

PERFORMANCE WORK STATEMENT (PWS)

FORKLIFT RENTAL AND MAINTENANCE SERVICES

PART 1: GENERAL INFORMATION

1.1 Description of Services / Introduction

This is a non-personal, "bare" equipment rental contract (without operators) to provide heavy-duty forklift rental and comprehensive maintenance services. The contractor shall provide all equipment, transportation, and OEM-required maintenance services as specified in this Performance Work Statement (PWS). Because the principal purpose of this contract is the lease of personal property without operators, the requirement is exempt from the Service Contract Labor Standards (SCLS). The Government shall not exercise any supervision or control over the contract service providers. Such contract service providers shall be accountable solely to the Contractor who, in turn, is responsible to the Government.

1.2 Background

Pearl Harbor Naval Shipyard & IMF (PHNSY&IMF), a naval industrial facility located on the island of Oahu, Hawaii, maintains, overhauls, and repairs various vessels for the US Navy. Over 5,200 military and civilian personnel work to keep the US Navy “Fit to Fight”. Forklift availability is crucial to ensure the completion of day-to-day activities within the Shipyard to support the Fleet.

PHNSY & IMF has a recurring and staggered operational demand to move standard, heavy, and oversized military cargo. To ensure uninterrupted logistical throughput and warehouse safety, the requiring activity requires heavy-duty material handling equipment (MHE) with specialized configurations (long tines), using diesel fuel and pneumatic tires.

1.3 Objectives

The primary objective of this contract is to secure reliable, safe, and fully operational forklifts equipped with extended/long tines, accompanied by rapid-response preventative and corrective maintenance. This support ensures maximum equipment availability and operational readiness.

1.4 Scope

The contractor shall deliver, rent, and maintain a fleet of heavy-duty forklifts configured with long tines, using diesel fuel, and pneumatic tires on a "bare rental" basis (without operators). Forklifts with rigging points are preferred but not required. The total requirement includes:

• Two (2) 3-ton capacity (6,000 lbs.) forklifts for a twelve (12) month Base Period.

• One (1) 7.5-ton capacity (14,000 lbs.) forklift for a twelve (12) month Base Period.

• An additional two (2) 3-ton capacity (6,000 lbs.) forklifts starting at the beginning of the third (3rd) month through the remaining ten (10) months of the Base Period.

• All required preventative and corrective Original Equipment Manufacturer (OEM) maintenance, troubleshooting, and repairs included in the rental price.

• One (1) five-month option period to extend the complete fleet rental.

• Unlimited hourly usage.

1.5 Period of Performance

The period of performance shall consist of a twelve (12) month Base Period, with staggered equipment deliveries, and one (1) five (5) month Option Period.

• Base Period: Twelve (12) Months from Contract Award.

• Option Period 1: Five (5) Months.

1.6 Quality Control

The contractor shall develop and maintain an effective Quality Control Program (QCP) to ensure all services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor’s QCP is the means by which they guarantee that their work complies with the requirements of the contract. The contractor shall submit a comprehensive written QCP to the Contracting Officer (KO) and Contracting Officer's Representative (COR) for approval within fifteen (15) calendar days after contract award (Technical Exhibit 2). After acceptance of the QCP, the contractor shall receive the KO's acceptance in writing prior to implementing any proposed changes to their QC system.

1.7 Government Remedies

The Contracting Officer shall follow Federal Acquisition Regulation (FAR) 52.212-4, "Contract Terms and Conditions—Commercial Products and Commercial Services" for the contractor's failure to perform satisfactory services, respond within established timeframes, or replace inoperable equipment.

1.8 Hours of Operation

The contractor shall perform all delivery, retrieval, scheduled maintenance, and non-emergency repair services during normal Government duty hours, from 0630 to 1500, Monday through Friday, excluding Federal holidays. For emergency repair services or notifications of inoperability, the contractor shall maintain 24/7 notification accessibility.

1.9 Place of Performance

The contractor shall deliver and service the forklifts at PHNSY and IMF.

1.10 Security Requirements

Contractor personnel performing work under this contract must comply with all physical security, access control, and credentialing procedures of the host Government installation. All contractor vehicles, personnel, and equipment are subject to search upon entering or leaving the installation.

1.11 Contracting Officer Representative (COR)

The COR will be identified by a separate designation letter from the KO. The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: verify that the contractor performs the technical requirements of the contract; perform inspections of the delivered equipment; maintain communication with the contractor concerning technical aspects;

coordinate site entry; and verify receipt of services in Wide Area Workflow (WAWF).

The COR is not authorized to change any of the terms and conditions of the contract or obligate Government funds.

1.12 Key Personnel

The contractor shall designate a primary and an alternate Contract Manager in writing to the KO and COR. The Contract Manager shall possess full authority to act for the contractor on all contract matters relating to the daily operation and maintenance execution of this contract.

PART 2: DEFINITIONS & ACRONYMS

2.1 Definitions

• Acceptance Inspection: The joint inspection conducted by the contractor and the COR upon delivery of equipment to verify that it meets the safe operational limits, cleanliness, capacity, and tine configurations specified in the contract.

• Contractor: A supplier or vendor awarded a contract to provide specific supplies or services to the Government. The term refers to the prime contractor.

• Defective Service: A service output or equipment delivery that does not meet the performance standards associated with the Performance Work Statement (PWS).

• Inoperable Forklift: Any forklift that cannot be safely operated due to mechanical, hydraulic, electrical, structural, or safety device failure, or any unit with an active "deadlining" safety deficiency in accordance with OSHA standards.

• Long Tines: Specialized forklift tines (forks) measuring a minimum of seventy-two

(72) inches in length, manufactured and certified to safely support the designated capacity of the forklift.

• Minor Repair: Any corrective maintenance action that does not require a complete engine, transmission, mast assembly, or major hydraulic system overhaul, and which can be completed on-site.

• OEM Scheduled Maintenance: Periodic preventative maintenance and inspections (lubrication, fluid changes, filter replacements, safety checks) prescribed by the Original Equipment Manufacturer based on hours of operation or calendar intervals.

2.2 Acronyms

• AQL: Acceptable Quality Level

• CO: Contracting Officer

• COR: Contracting Officer's Representative

• MHE: Material Handling Equipment

• OEM: Original Equipment Manufacturer

• OSHA: Occupational Safety and Health Administration

• PRS: Performance Requirements Summary

• PWS: Performance Work Statement

• QCP: Quality Control Program

PART 3: GOVERNMENT FURNISHED PROPERTY, EQUIPMENT, AND

SERVICES

3.1 General

Except for those items specifically stated in this Part, the Government will provide no property, facilities, or services for contractor use.

3.2 Utilities

The Government will provide operational fuel (diesel, propane, or electricity depending on forklift engine specifications) for the daily operation of the rented forklifts once they have been delivered and accepted on-site.

3.3 Facilities, Equipment, and Materials

The Government will provide secure on-site parking spaces for the rented forklifts. The Government will provide on-site space for the contractor to perform minor repairs and scheduled maintenance, subject to coordination with the COR to ensure compliance with environmental and safety regulations of the installation.

PART 4: CONTRACTOR FURNISHED ITEMS AND SERVICES

4.1 General

Except for the daily operational fuel specified in Part 3, the contractor shall furnish all personnel, equipment, tools, materials, lubricants, parts, diagnostics, transportation, and supervision required to deliver, maintain, repair, and retrieve the forklift fleet in accordance with this PWS.

4.2 Equipment Provision

The contractor shall provide the heavy-duty forklifts configured with long tines matching the precise capacities and quantities detailed in Part 5 of this PWS. The contractor shall ensure all delivered forklifts are fully fueled, clean, safely operational, and compliant with all applicable OSHA and OEM standards at the time of delivery.

PART 5: SPECIFIC TASKS

5.1 Forklift Rental Requirements

The contractor shall provide heavy-duty forklifts equipped with certified long tines capable of supporting standard and oversized material handling requirements. The contractor shall deliver the forklift fleet in accordance with the following staggered schedule:

5.1.1 Base Period Initial Fleet (Months 1 through 12): The contractor shall provide and deliver two (2) 3-ton capacity forklifts equipped with long tines, and one (1) 7.5-ton capacity forklift equipped with long tines.

5.1.2 Base Period Phased Additional Fleet (Months 3 through 12): Commencing exactly at the beginning of the third (3rd) month of the Base Period, the contractor shall deliver and provide an additional two (2) 3-ton capacity forklifts equipped with long tines for the remaining ten (10) months of the Base Period.

5.1.3 Option Period 1 Fleet (5 Months): If the Government exercises the option, the contractor shall extend the rental of the complete fleet (four 3-ton forklifts and one 7.5-ton forklift, all equipped with long tines) for an additional five (5) months.

5.2 Delivery and Retrieval

5.2.1 Delivery Logistics: The contractor shall deliver the initial fleet (PWS 5.1.1) on or before the start date of the Base Period. The contractor shall deliver the phased additional fleet (PWS 5.1.2) on or before the first calendar day of the third month of the Base Period.

5.2.2 Joint Delivery Inspection: Upon delivery, the COR/TPOC and contractor's representative shall conduct a joint inspection of each forklift. The COR/TPOC shall document the condition, serial numbers, hour-meter readings, and safe operational status of each unit on a Joint Inspection Sheet. No forklift shall be accepted or billed until both the contractor and the COR/TPOC sign the Joint Inspection Sheet.

5.2.3 Equipment Retrieval: Upon completion or termination of the Base Period (or Option Period, if exercised), the contractor shall retrieve all rented forklifts from the Government facility at no additional cost to the Government. The contractor and the COR shall execute a final joint inspection upon retrieval to document hour meters and finalize billing data.

5.3 Scheduled OEM Maintenance and Coordination

5.3.1 OEM Compliance: The contractor shall perform all OEM-required scheduled preventative maintenance (PM) throughout the entire contract period. The contractor shall include the cost of all scheduled maintenance, including parts, filters, fluids, lubricants, and labor, in the firm-fixed rental price. The Government will not pay any separate maintenance fees.

5.3.2 Maintenance Scheduling: The contractor shall coordinate all scheduled maintenance with the COR at least five (5) working days in advance. The contractor shall perform all preventative maintenance on-site during normal Government duty hours (PWS 1.9) with minimal disruption to daily Government operations.

5.3.3 Maintenance Records: The contractor shall maintain a complete log of all preventative maintenance, fluid tests, and safety inspections performed on each forklift. The contractor shall submit these records to the COR monthly, if requested.

5.4 Repair Response Times and Replacement Requirements

5.4.1 On-Site Correction: The contractor shall provide on-site corrective maintenance and repair services for all mechanical, electrical, and hydraulic issues.

5.4.2 24-Hour Response Time: Upon receiving notification (via phone or email) from the COR of a minor repair requirement or that a forklift is inoperable, the contractor shall arrive on-site with necessary diagnostics, tools, and parts within 24 hours of the initial notification.

5.4.3 24-Hour Replacement Rule: If the contractor cannot repair and return an inoperable forklift to full operational status within 24 hours of the initial Government notification, the contractor shall provide an equivalent replacement forklift (configured with the same capacity and long tines) at no additional cost to the Government. The replacement unit must remain on-site and fully functional until the original unit is repaired, returned, and re-inspected.

5.5 Forklift Hourly Usage Tracking and Reporting

The contractor shall track and monitor the hourly utilization of each rented forklift to ensure proper equipment management, maintenance alignment, and contract compliance.

5.5.1 Hour-Meter Tracking: Each forklift delivered under this contract must be equipped with a fully operational, tamper-proof mechanical or digital hour-meter. The starting hour-meter reading shall be documented on the Joint Inspection Sheet during delivery (PWS 5.2.2).

5.5.2 Monthly Reporting: The contractor shall compile a Monthly Forklift Utilization and Hour-Meter Report. The COR will provide the contractor with access to the equipment on a monthly basis to record meter readings, or the COR will provide these readings directly to the contractor. The contractor shall submit the report to the COR by the 5th working day of each month (Technical Exhibit 2).

5.5.3 Purpose of Reporting: The hourly usage data will be used to:

• Anticipate and schedule OEM preventative maintenance (e.g., 250-hour service intervals) without disrupting Government operations.

PART 6: APPLICABLE PUBLICATIONS

6.1 Mandatory Publications

The contractor shall comply with all mandatory industry, federal, and defense safety standards during the execution of this contract, specifically:

• OSHA 29 CFR 1910.178 – Powered Industrial Trucks (Safety and operating standards for MHE).

• ANSI/ITSDF B56.1 – Safety Standard for Low Lift and High Lift Trucks.

• DoD Directive 4500.09 – Transportation and Traffic Management (applicable to on-base equipment transport and delivery).

6.2 Advisory Publications

The contractor should utilize the following as guidance for maintenance execution and safety guidelines:

• Manufacturer-Specific OEM Service and Maintenance Manuals for each delivered forklift model.

PART 7: ATTACHMENTS/TECHNICAL EXHIBITS

7.1 Technical Exhibit 1 - Performance Requirements Summary (PRS)

Performance Objective

PWS

Reference

Performance Standard

Acceptable Quality Level

(AQL)

Method of Surveillance

PRS #1: Initial Fleet Delivery

PWS 5.1.1 /

5.2.1

Deliver initial fleet (two 3-ton, one 7.5-ton forklifts) on or before start of Base Period.

100% compliance.

Zero tolerance for late delivery.

100% Inspection by the

COR/TPOC;

signed Joint Inspection Sheet.

PRS #2:

Phased Fleet Delivery

PWS 5.1.2 /

5.2.1

Deliver phased fleet (additional two 3-ton forklifts) on or before start of Month 3.

100% compliance.

Zero tolerance for late delivery.

100% Inspection by the

COR/TPOC;

signed Joint Inspection Sheet.

PRS #3:

Scheduled

OEM

Maintenance

PWS 5.3 Perform all scheduled and preventative maintenance in accordance with OEM intervals.

No more than 5% deviation from scheduled

PM

hours/intervals.

Monthly audit of maintenance logs and contractor service records by the COR.

PRS #4:

Emergency Repair Response

PWS 5.4.2 Arrive on-site for minor repairs or inoperable forklifts within 24 hours of Government notification.

Minimum 95% on-time response rate per contract year.

COR logs comparing time of notification with contractor's on-site arrival time.

PRS #5:

Equipment Replacement

PWS 5.4.3 Provide equivalent replacement forklift if repaired unit is not operational within 48 hours of notice.

100% compliance.

COR tracking logs; inspection of replacement unit configuration upon delivery.

7.2 Technical Exhibit 2 - Deliverables Schedule

Deliverable PWS Reference

Frequency Number of Copies

Medium/Format Submit To

Quality Control Plan (QCP)

PWS 1.6 Within 15 days of contract award.

1 Copy Electronic via Email (PDF)

KO and

COR

Joint Inspection Sheets

PWS 5.2.2

/ 5.2.3

Within 24 hours of any delivery or retrieval.

2 Copies (Originals)

Hardcopy / Scanned PDF

COR

Monthly PM Logs

PWS 5.3.3 By the 5th working day of each month.

1 Copy Electronic via Email (PDF / Excel)

COR

Repair Service Reports

PWS 5.4.2

/ 5.4.3

Within 48 hours of completing any repair.

1 Copy Electronic via Email (PDF)

COR

7.3 Technical Exhibit 3 - Estimated Workload Data

Fleet Equipment Category

Minimum Specifications

Quantity Needed

Period of Performance (Base)

Option Period

3-Ton Heavy Forklift

3-Ton Capacity, min.

72" long tines, safety guard, reverse alarm.

Two (2) Units Months 1 through 12 (12 Months)

5 Months (if exercised)

7.5-Ton Ultra Forklift

7.5-Ton Capacity, min.

72" long tines, heavy carriage, safety systems.

One (1) Unit Months 1 through 12 (12 Months)

5 Months (if exercised)

3-Ton Heavy Forklift (Phased)

3-Ton Capacity, min.

72" long tines, safety guard, reverse alarm.

Two (2) Units Months 3 through 12 (10 Months)

5 Months (if exercised)

PART 8.0: CONTRACTOR QUALIFICATIONS/REQUIREMENTS

8.1 The Contractor shall ensure the necessary employee level of expertise for performance of the deliverables described by this PWS and the necessary management and administrative support associated with personnel, equipment and services provided.

8.2 Contractor will comply with Safety and Health work practices specified in Appendix I in paragraph 10.0.

8.3 Contractor will comply with environmental guidelines specified in Appendix II in paragraph 10.0.

8.4 Contractor will comply with security requirements applicable for Pearl Harbor Naval Shipyard & IMF’s contracted work outside of the Controlled Industrial Area (CIA) in Appendix III in paragraph 10.0.

8.5 The Contractor shall follow the requirements listed below in “ATTACHMENTS” and brief their personnel to ensure compliance. Non-compliance with applicable items in “ATTACHMENTS” is a material violation of the contract. Should Contractor personnel receive or suspect they have learned unauthorized sensitive information, they shall identify and immediately report suspicions to the COR.

PART 9.0: SECURITY

9.1 The contractor shall pass a background check to gain access onto the base. The contractor will coordinate with the COR to obtain a gate pass at building 3455 Pass Office. Contractor must be a U.S. Citizen and must pass a security background check.

Only those individuals with favorable investigations shall be utilized on this contract.

Prior to the start of work, the Contractor shall provide the COR a request for access and include the following information – full name of all personnel working on this contract;

Social Security number; date of birth, place of birth, and citizenship. The contractor shall have verified supporting records on file, if required for examination.

9.2 Contractor’s employees must be a U.S. Citizen and registered with the Defense Biometric Identification System (DBIDS).

9.3 Contractor personnel must meet security requirements for ”GREEN” access badge to PHNSY&IMF areas. Badging requires all applicants to observe a training video before admission into the CIA.

9.4 This contract does not require a security clearance level and clearance granted by the Defense Security Service (DSS). Contractor will comply with Security requirements specified in Appendix III.

PART 10.0: HOURS OF OPERATION

10.1 PHNSY&IMF operates 24 hours per day. However, most PHNSY&IMF administrators work 0630 to 1500 hours, Monday through Friday, and do not work on Federal holidays.

10.2 Outside of 0630 to 1500 working hours may be performed with concurrence from government TPOC and COR. The contractor shall submit a request in writing no later than one

(1) week prior to scheduling work on second shift hours.

10.3 If the Federal holiday falls on a Saturday, the holiday is observed on the preceding Friday. If the Federal holiday falls on a Sunday, the holiday is observed on the following Monday.

New Year’s Day 1st of January Dr. Martin Luther King’s Birthday 3rd Monday in January President’s Day 3rd Monday in February Memorial Day 4th or 5th Monday in May Juneteenth 19th of June Independence Day 4th of July Labor Day 1st Monday in September Columbus Day 2nd Monday in October Veteran’s Day 11th of November Thanksgiving Day 4th Thursday in November Christmas Day 25th of December

PART 11.0: Appendices

Appendix I SAFETY AND HEALTH WORK PRACTICES FOR CONTRACTORS WORKING

WITH PEARL HARBOR NAVAL SHIPYARD AND INTERMEDIATE

MAINTENANCE FACILITY (PHNSY & IMF) (Revised MAR 2026)

Appendix II ENVIRONMENTAL PROTECTION GUIDELINES FOR CONTRACTORS ON

FACILITIES PROJECTS AT PEARL HARBOR NAVAL SHIPYARD &

INTERMEDIATE MAINTENANCE FACILITY (Revised 16 OCT 2019)

Appendix III CONTRACTOR SECURITY REQUIREMENTS FOR PHNSY & IMF’S

CONTROLLED INDUSTRIAL AREA, SECURITY ISLANDS,

CONTROLLED NUCLEAR INFORMATION AREAS, NUCLEAR

WORK AREAS, AND/OR OTHER SENSITIVE AREAS (Rev. FEB 2026)

Appendix IV Joint Inspection Checklist