SATPC0032460 TAB 04 4 SOW(redacted).pdf

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Attachment C

Metallic Materials Properties Development and Standardization

(MMDPS)

Statement of Work (SOW)

1. Background

The Metallic Materials Properties Development and Standardization (MMPDS) document is a key source of material strength properties and design values that are generally accepted as meeting the Federal Aviation Administration (FAA) Title 14 of the Code of Federal Regulations (CFR), sections 23, 25, 27, 29.613 requirements because of its rigorous standards. It also contains extensive information and data for other material properties and characteristics, such as fracture toughness strength, fatigue strength, creep strength, rupture strength, fatigue-crack propagation rate, and resistance to stress corrosion cracking.

MMPDS is a continuation of the Department of Defense (DoD) coordinated document, MIL-HDBK- 5, which was ultimately cancelled by the USAF in 2004. From 2001-2004 the primary responsibility for maintaining the process for establishing and publication of statistically-based design allowables for metallic materials was transition from the USAF to the FAA via an Interagency Agreement (IA).

The FAA determined that this transition was necessary to ensure the continued support of Handbook development critical for certification and airworthiness of commercial aircraft. During the transition, MIL-HDBK-5 was replaced with the FAA document, the Metallic Materials Properties Development and Standardization (MMPDS) Handbook. The first version, MMPDS-01, was published in January 2003 at the same time as, and was equivalent in content to, MIL-HDBK-5J.

However, this final edition of MIL-HDBK-5 was cancelled by the USAF in May 2004 and was superseded by MMPDS. Subsequent editions of the MMPDS Handbook have been released on an annual basis. The latest version, MMPDS-12, was released in the fall of 2017.

MMPDS continues a legacy of documents dating back to 1937 when the Army-Navy-Commerce 5 (ANC5) document was first published. The USAF took over primary responsibility of the Handbook in the mid-1950’s with the publication of the first version of MIL-HDBK-5 in 1956. See Attachment A for details of the MIL-HDBK-5 history and process.

2. Objectives

The objective of this effort is to provide for the planning, coordination, and implementation activity which is necessary to maintain the MMPDS Handbook as the source for design allowables and related information needed for aerospace vehicle design, certification and continued airworthiness.

The effort includes: an assessment of the design data requirements of the aerospace industry;

liaison with appropriate Government agencies, military services, aerospace contractors, and metallic material and mechanical fastener suppliers; collection of data; and statistical analysis of data to determine design allowable properties.

Liaison with Government agencies shall be handled primarily through ongoing interaction with the MMPDS Government Steering Group (GSG). Liaison with aerospace contractors and metallic

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3. Scope

The contractor shall provide all resources--personnel, technology, testing equipment, services, etc.- -necessary to accomplish the deliverables in this statement of work, except as otherwise specified.

Research efforts covered by this Statement of Work (SOW) are divided among four requirements, namely: 1. General; 2. Core; 3. Optional; and 4. Focused. These requirements are described in the subsequent sections.

4. General Requirements

For every task, the contractor shall identify in writing all associated costs by task together with associated milestone dates. The contractor’s task structure shall be reflected in the technical proposal and detailed work plan.

As each deliverable is prepared, the contractor shall coordinate with the Contracting Officer’s Technical Representative (COTR) to facilitate preparation of deliverables and ensure that the contractor understands the Government’s requirements. The COTR and contractor shall discuss and agree upon the exact contents of the related deliverables identified as the final version and document this agreement by written memorandum. This memorandum will be completed by the COTR to confirm the contents and terms agreed upon during these discussions.

The general requirements shall include the project management task described in the following paragraphs.

Task 1. Management of Project Activities:

a. The contractor shall perform quality control and review functions sufficient to maintain performance, timeliness and accuracy in the contract deliverables specified in this contract. At least two-weeks prior to each Coordination Meeting, the contractor shall prepare project review slides for the FAA and be available for discussion of important issues.

b. The revised MMPDS Handbook should be subjected to an in-depth peer review by at least two knowledgeable individuals on a voluntary basis, not directly involved in the document’s creation.

The contractor shall select the reviewers and get FAA concurrence.

c. The contractor shall exercise appropriate administrative and financial management functions during the course of this effort such as scheduling of activities and milestones, describing status, outlining contractor activity and progress toward accomplishment of objectives, planning, forecasting, and making recommendations on funding and funding changes, program planning, and document of results to ensure the prompt publication of the MMPDS and its updates.

d. Steering Group Membership: The contractor shall coordinate with the FAA on all the Government Steering Group (GSG) and Industry Steering Group (ISG) activities. The FAA, as the Chair of the GSG, shall determine the membership of this group. The FAA shall be notified of any changes in members of the ISG.

e. Steering Group Meetings: The contractor shall document any open Steering Group (e.g., ASG, MATTSG, PSG) meeting summaries and provide to the FAA.

f. Handbook Enhancements: The contractor shall maintain a list of additional features based on the needs defined by the GSG/ISG and shall provide this information to the FAA. Agreements made with the ISG for these enhancements shall be subjected to FAA review and concurrence.

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g. Member SharePoint Site: The contractor shall maintain a SharePoint website for ISG and GSG members for communication and information exchange activities, access to current and archived version of the handbook and meeting minutes as well as the ISG database and analysis tool set.

h. Public Website: The contractor shall maintain a public website for general information and announcements of meetings.

Deliverable Task 1, Monthly Progress Reports: The contractor shall submit electronically, monthly reports detailing work accomplished—with specific accomplishments for each of the six Paragraph 5 core tasks, the Paragraph 6 optional tasks 8 – 10 (when optionally ordered), and Paragraph 7 for focused task 11—to include progress made on ongoing tasks, current status, problems encountered with their proposed resolution and anticipated accomplishments to the FAA. Monthly technical progress and summary reports shall be due to the FAA by the 20th of the current month. Monthly financial reports shall also be prepared that contain a breakdown of labor hours, travel expenses, materials and supplies, and all expenses incurred. In addition, income from handbook commercialization efforts, ISG and GSG contributions should be included. The monthly financial reports shall be submitted within 2 weeks of that month’s invoice. Receipt of the monthly financial progress report will be a prerequisite for review and approval of the monthly invoice. Electronic copies of the monthly technical and financial progress reports shall be sent to the COR.

1. Monthly Summary – due by the 20th – covers the current month

2. Monthly Technical & Financial Progress Report – due by 20 h – covers the previous month

5. Core Technical Requirements

The core technical requirements of this program shall be on the maintenance and improvement of the MMPDS Handbook, because it serves as the primary source for statistically generated design allowables and related design information needed for aerospace structures. The MMPDS development work shall include: data collection, statistical analysis, coordination with industry, organization of meetings of various task, working, and steering groups, and general coordination committee, and publication of the handbook and meeting minutes.

Research efforts under the core technical requirements shall include eight tasks as described in the following paragraphs. These tasks support the core activities of the MMPDS process and are limited to the development and maintenance of 1) basic static design allowables for metallic materials and structural elements (fastener systems) and 2) statistical methods consistent with requirements of 14 CFR parts 23/25/27/29.613.

Task 2. Development of Statistical Design Allowables:

Statistical procedures to establish static strength properties (allowables) shall be maintained in the MMPDS Handbook. These properties shall include A- and B-basis allowables for tension, compression, bearing, and shear. Exceptions can be approved by the Coordination Committee.

Approved design values will be published in chapters 2-7. The statistical procedures used shall be documented in the MMPDS guidelines and noted in individual agenda items.

Deliverables Task 2: Computed design properties shall be documented in Deliverable Task 4a, Coordination Meeting Announcement and Agenda, in Deliverable Task 5a, Draft MMPDS Revision or Change Notice, and Deliverable Task 5b, Final MMPDS Document or Change Notice.

Task 3. Development of Joining System Properties:

The contractor shall continue to develop fastened joint design allowables using the procedures specified in the MMPDS Handbook. The minimum design properties in Chapter 8 shall be maintained and updated in accordance with MMPDS guidelines. The contractor shall address issues regarding analysis procedures pertaining to mechanically fastened joints.

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The range of allowables for metallurgical joints in Chapter 8 such as those welding, spot-welding, and brazing shall be investigated. The contractor shall continue to develop the necessary procedures for defining minimum properties on these types of joints.

Deliverables Task 3: Computed joining system design properties shall be documented in Deliverable Task 5b, Coordination Meeting Agenda, in Deliverable Task 6a, Annual Draft MMPDS Document or Change Notice and, and Deliverable Task 6b, Annual MMPDS Document or Change Notice.

Task 4. Coordination Meetings:

a. Coordination meetings shall be organized by the contractor in consultation and under the direction of the FAA project manager (see Attachment A for detailed description of Coordination Meetings). The objective of these meetings is to gather and transfer MMPDS technical information to the aerospace community.

b. Two on-site coordination meetings a year will be organized and conducted by the contractor as long as agreed-upon minimum funding levels are maintained. However, the duration of these meetings may be reduced or the frequency decreased (e.g. from every six months to nine months) if the budget for the current program year is projected to fall below 150% of the minimum funding level. Announcement of task group meetings and Coordination meetings shall be sent out to all current participants, via e-mail, 90 days prior to the meeting date. It is the contractor’s responsibility to keep the point of contact list updated as members are dropped or added or when individual contact information occurs. An agenda package, to include all items for review and attachments of proposed changes and additions to the MMPDS, shall be provided in electronic form by the contractor 30 days in advance of each meeting.

c. The contractor shall act as facilitator of MMPDS task and working groups including presenting meeting agenda items, lead group discussion, taking notes for meeting minutes, keeping the schedule. The major areas of task and working group discussions shall include, but are not limited to, the ongoing development and refinement of practical statistical methods for computation of minimum design properties, data acquisition and analyses leading to the conversion of S-basis properties to statistical T90 and T99 values, introduction of emerging materials, expanded coverage of fastening and joining systems, and improved readability and accessibility of the MMPDS Handbook.

d. The contractor shall, support on-site coordination meetings per year under this agreement, in accordance with the guidelines defined in task 4b. The length and frequency of the meetings will be dependent on funding. When the funding level is at or above 150% of the minimum funding level (MFL), the duration of the meeting should be 3.5 to 4.0 days held every six months.

If it falls below this funding level, both the meeting duration (less than 3.5 days) and frequency (longer than six months) should be adjusted accordingly and negotiated with FAA. Meeting announcements will be distributed electronically via email and posted on the www.MMPDS.org website. Future meeting locations shall be determined at the Coordination meeting in coordination with the GSG and ISG members. These on-site meetings shall consist of Steering Group meetings, task groups, working groups and a coordination meeting of the entire group.

e. The contractor shall document each on-site meeting in minutes and distribute via e-mail and/or member SharePoint site, in portable document format (.pdf) or Microsoft PowerPoint format (for presentations and Steering Group minutes), to the FAA and all other attendees. Electronic distribution of the minutes shall include any documents presented at the meeting by the on-site task and working groups.

Electronic copies of the meeting announcements, agendas, and minutes shall be distributed electronically via email or downloads from the www.MMPDS.org website. The minutes on the public site will not include the attachments showing the final revisions (copyright changes to the document).

These will be available to funding members on the Member SharePoint site.

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Deliverables Task 4:

a. Coordination Meeting Announcement and Agenda: Per Task 4b, 90 days and 30 days, respectively, prior to the Coordination Meeting

b. Meeting Minutes: Per Task 4e, the meeting minute summary will be submitted within 14 days after the Coordination Meeting and posted on the public website. Final minutes with attachments of approved items will be submitted within approximately 60 days, based on the number of attachments to be finalized for the next revision of the Handbook. These will be posted on the funding Member SharePoint site and sent to other meeting attendees, but not posted on the public site.

Task 5. Development of MMPDS: Since this is a continuation effort, the document structure of the MMPDS Handbook shall be maintained. The organizational process, i.e. steering, working, task groups, and committees, shall also be maintained. The MMPDS and its subsequent revisions shall be based on the items approved at the two most recent virtual or on-site Coordination Meetings and shall be documented by the contractor and reviewed by the FAA. The contractor is authorized to and may register the copyright for each version of MMPDS published.

Deliverables Task 5:

a. Draft MMPDS Revision: The contractor shall submit a draft MMPDS document or a Change Notice to the FAA for review and comments 120 days after the annual fall (September or October) Coordination Meeting Minutes. A new edition of the MMPDS shall contain the content from the prior version of the document and any additional data, updates, and revisions that were approved in the previous spring and fall meeting. When funding falls below 150% minimum funding level for a program year, the revisions to MMPDS from the spring and fall meeting will be published as a Change Notice or addendum to the current MMPDS Handbook Revision. The FAA shall provide the format and document number for the cover page of the MMPDS document and Change Notices.

The FAA shall send an approval/disapproval letter to the contractor within 30 days after receipt of the draft MMPDS handbook or Change Notice.

b. Final MMPDS Document: The contractor shall deliver the final MMPDS document or Change Notice in portable document format (pdf), which incorporates all the FAA comments, to the FAA within 30 days after receipt of the FAA approval/disapproval letter.

Task 6. Coordination with Specifications and Standards Groups: The contractor shall coordinate with existing specifications and standards groups, such as ASTM International and the SAE Aerospace Materials Specifications (AMS) committee, to make sure that there is ongoing information exchange between these groups and the MMPDS coordination committee and to ensure that the Handbook remains up-to-date with respect to current ASTM and SAE/AMS specifications and standards.

Deliverables Task 6: Coordination activities with specifications and standards groups shall be entered in Deliverable Task 4a, Coordination Meeting Announcement and Agenda.

Task 7. Development and Documentation of Statistical Procedures (Chapter 9): The contractor shall periodically assess current statistical procedures in Chapter 9 for accuracy.

Guidelines found not to model material behavior correctly or provide erroneous or unconservative results must be addressed and will be considered a mandatory high priority core item.

Deliverables Task 7: Proposed and approved statistical procedures shall be entered in Deliverable Task 4a, Coordination Meeting Announcement and Agenda, in Deliverable Task 5a, Draft MMPDS Document or Change Notice and, and Deliverable Task 5b, Final MMPDS Document.

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6. Optional Technical Requirements

Optional technical requirements include Tasks 8 through 11. These tasks address the development of new guidelines and statistical procedures for potential improvements, supplemental properties including fracture and fatigue properties, generation of test data to support confirmation of legacy alloy and fastener system joint allowables, and electronic archival of historical data. Performance of these tasks may be optionally requested by the FAA, dependent on available funding level and need. Funding levels exceeding 1.75MFL will enable execution of optional tasks.

Task 8. Development and Documentation of Enhanced Guidelines for Statistical Procedures:

The contractor shall periodically assess current guidelines and statistical procedures for potential improvements. Proposed modifications and new statistical procedures shall be presented by the contractor to the FAA and the Coordination Committee. The process of selecting the ones to be implemented shall be facilitated by the contractor at the Coordination Committee meetings. The selected procedures shall be further developed and documented in MMPDS. The existing analysis procedures for materials and fasteners shall be reviewed annually for accuracy and clarity. The extent of activity in this area will be dependent on the overall level of funding and the level of priority giving this work relative to that defined in other task areas.

Deliverables Task 8: Proposed and approved statistical procedures shall be entered in Deliverable Task 4a, Coordination Meeting Announcement and Agenda, in Deliverable Task 5a, Draft MMPDS Document or Change Notice and, and Deliverable Task 5b, Final MMPDS Document.

Task 9. Supplemental Properties and Guidelines: The contractor shall collect and analyze supplemental data including load and strain control fatigue, fracture toughness, fatigue crack growth, creep, stress rupture, effect of temperature, corrosion, and relevant physical properties data.

Supplemental data submitted as part of a new or recent data package may be evaluated as part of the primary data analysis. Guidelines for supplemental data shall be assessed and developed as determined by the Coordination Committee.

a. Supplemental Data Collection: The contractor shall collect supplemental data from various domestic and foreign sources that meet entry requirements defined in current handbook guidelines. The contractor shall conduct literature searches and data requests from producers and users. The contractor shall also encourage sponsors to support materials evaluation programs of new and emerging materials. In addition, the contractor shall collect translated copies of applicable testing materials standards, which are publicly available, for foreign-produced materials submitted to the handbook committee.

b. Supplemental Data Analysis: The contractor shall analyze supplemental data in accordance with current handbook guidelines.

c. Supplemental Data Guidelines Development: The contractor shall assess current procedures for reducing and analyzing supplemental data for potential improvements. Agenda items proposing modifications and new statistical procedures shall be presented by the contractor to the FAA and the Coordination Committee for concurrence.

Deliverables Task 8: Supplemental properties data and guidelines entered in Deliverable Task 4b, Meeting Minutes on semi-annual basis, in Deliverable Task 5a, Draft MMPDS Revision Document and, and Deliverable Task 5b, Annual MMPDS Document.

Task 10. Testing & Analysis to support confirmation of legacy alloys and Fasteners Systems Allowables: Depending on available funding, the contractor shall collect, analyze and generate data needed to confirm legacy alloys and fastener joint systems allowables.

a. Data Collection: The contractor shall collect data from various domestic and foreign sources that meet entry requirements defined in current handbook guidelines. The contractor shall conduct literature searches and data requests from producers and users.

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b. Testing and Data Generation: The contractor shall evaluate the data collected in Task 9a and determine the additional data needed for the confirmation of a legacy alloy or fastener joint system allowable. Based in the additional data needed, a test plan and matrix will be developed, and a cost estimate and schedule established to be presented to the FAA for concurrence. If the MMPDS funding level meets or exceeds 1.75 times the MFL, then Task 9b can be considered.

The amount of funding to be expended on Task 9b test program effort should be limited to $20,000 annually. If test cost estimates exceed $20,000, a test program may need to be performed over multiple years.

c. Data Analysis: The contractor shall analyze data in accordance with current handbook guidelines to confirm legacy alloy or fastener system joint allowables.

Deliverables Task 9: Confirmation or change of legacy alloy or fastener joint system allowables entered in Deliverable Task 4b, Meeting Minutes on semi-annual basis, in Deliverable Task 5a, Draft MMPDS Revision and, and Deliverable Task 5b, Final MMPDS Document.

Task 11. Archive Historical Documentation and Data: The contractor shall continue development of an electronic archive of all of the hardcopy (paper) historical documentation. Nonproprietary and non-copyright protected electronic documents that are produced shall be made available to current GSG and ISG participants through the MMPDS SharePoint site. The current version of MMPDS shall be available to current members through this portal. Proprietary documents shall be made accessible to FAA-approved contractor employees to assist them in their technical coordination work in support of government oversight and auditing only.

Deliverables Task 11: A copy of all nonproprietary electronic historical documents shall be provided, on request, at the end of the contract.

7. Focused Technical Requirements

Focused technical requirements define research activities that are outside the current MMPDS charter.

Task 12. Development of Design Properties for Process Sensitive Materials and Technologies:

The contractor, in coordination with the MMPDS steering and working groups, will develop processes and procedures which would allow the publication of design information relevant to “highly process dependent” metallic materials and technologies, (e.g., metal additive materials, friction stir weld joints, fiber-metal laminates (GLARE), etc.). Working through the Emerging Technologies Working Group (ETWG) of the MMPDS, preliminary procedures and guidelines for establishing design values for highly process dependent materials was drafted and documented in MMPDS Agenda Item 11-40. This task will build on that initial work per the following phases:

o Phase 1: Define the contents needed for a potential document which support the publication of usable design data for Process Intensive Materials.

i. Assess specific guidance needed to design and certify parts fabricated using Process Intensive Materials. Based on those design practices identify material values needed.

ii. Identify test methods to be used to generate data to derive design values needed.

iii. Refine and develop guidelines for the statistical tools developed in in MMPDS Agenda Item 11-40.

iv. Develop tables which would provide the material allowable derived along with the statistical information needed to conduct equivalency testing.

o Phase 2: Develop guidance for the implementation of tools developed in Phase 1.

Develop FAA guidance for both the submission of industry data to a FAA recognized industry handbook and define acceptable practices and limitations for individual manufactures to utilize industry published values. Tasks under phase 2 include:

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a. Developing procedures and guidelines for establishing design values for these highly process dependent materials. Included in this sub-task the following information needs to be appropriately documented:

i. Define level of documented material/process specifications required to submit data to handbook.

ii. Define what properties for emerging materials and technologies will be published in handbook.

iii. Define data submission requirements

iv. Promote the development of appropriate industry material and process specifications.

b. Develop user-guidance for data provided in sub-task (a) (e.g., similar guidance is provided in FAA document DOT/FAA/AR-03/19, “Material Qualification and Equivalency for Polymer Matrix Composite Material Systems: Updated Procedure,” dated September 2003, for composite materials). This guidance should include:

i. A list of internal control documents potential users must have in place to supplement industry processing specification defined in sub-task (a).

ii. Define type and number of tests need to be conducted by potential users in order to evaluate the applicability of published date to that users fabrication process.

Deliverables Task 12: Information obtained per task description and delivered as a separate FAA report, two to five years after the contract is awarded. This report may be used and referenced by the FAA advisory material or policy memos regarding data used in title CFR parts 23/25/27/29.603, 605 and 613. It is the desire of the FAA to incorporate procedures and guidance developed by this task into the MMPDS, or in supplementary documents maintained by the MMPDS organization pending the development of acceptable design standards and material specifications.

8. Travel:

Travel shall be restricted within the USA for coordination meetings. Travel requests shall be submitted to the COR for review and approval in advance of the start of travel. A signed copy of the travel authorization request form must be included with any invoice that includes reimbursement of travel expenses.

9. Schedule:

The period of performance for the base program and four options years is summarized in Table below.

Program Period of Performance (months)

Date

Base Year 12 August 1, 2018 to July 31, 2019

Option Year 1 12 August 1, 2019 to July 31, 2020

Option Year 2 12 August 1, 2020 to July 31, 2021

Option Year 3 12 August 1, 2021 to July 31, 2022

Option Year 4 12 August 1, 2022 to July 31, 2023

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The schedule for all tasks for the base program period of performance and four optional periods of performance is 60 months outlined below:

10. Technical Monitor: