Shaft Dollies Statement of Objective CC 5-31-2025 Rev3(Contractor).docx

Statement of Objectives

1. Objective The objective of this contract is to develop a design for a shaft handling fixture to be mounted to the Norfolk Naval Shipyard’s Scheuerle model of Self-Propelled Modular Transporter (SPMT). The fixture’s sole purpose will be for removal and installation of naval ships’ propulsion shafts. The fixture shall be designed confirming to the applicable contents of the references listed in section 2. Critical components and requirements are defined in Section 3. The stated requirements are not intended to limit contractors’ innovative concepts. The Government will consider variation from specific requirements in this Statement of Objective (SOO), on an item basis, if the proposed change is within schedule and budget limitations, meets the objective for the project, and results in a superior design. The Government must approve all proposed changes in the SOO.

2. References

2.1 International Electro technical Commission IEC 60529 IP Ratings. 2.2International Organization for Standardization (ISO)

2.3 American Society of Mechanical Engineers (ASME)

2.4 Occupational Safety and Health Administration (OSHA) 2.5National Electrical Code (NEC) 2.6UIPI 0740-907 Welding and NDT standards. 2.7American Welding Society (AWS) 2.8Weight Handling Program Management, NAVFAC P-307.

2.9 52.227-13 Patent Rights-Ownership by the Government.

NOTE: References: References that are unattainable by the Contractor due to Government restrictions will be provided after contract award in accordance with Government regulations.

3. Definitions As used throughout the contract, the following terms have the meaning set forth below:

Contracting Officer (KO). The person designated to administer the contract. This person will be responsible for and possess the authority to act on behalf of the Government with respect to this specific contract.

Contracting Officer Representative (COR). The person designated by the KO as the authorized representative for the KO, responsible for monitoring performance and technical management of the effort required. The COR shall be contacted regarding questions or problems of a technical nature.

Contractor. The term Contractor refers to both the prime and subcontractors, whether in the contract with the Prime Contractor or other subcontractors at any tier, including Designer of Record.

Designer of Record (DOR). Licensed engineer who is responsible for technical adequacy of the design.

LOAD CONTROLLING PARTS. Those parts of WHE that position, restrain, or control the movement of the load (e.g., rotate and travel brakes, clutches), a malfunction of which could cause dropping, uncontrolled shifting, or uncontrolled movement of the load.

Equipment mounted diesel engines, generators, electrical power distribution systems, and electrical control circuits, associated with the movement of the load, shall be treated as load controlling parts except as noted. Backup components to primary load controlling parts, such as secondary brakes, shall also be considered as load controlling parts. See references 2.8 appendix F for additional examples of load controlling parts.

LOAD BEARING PARTS. Those parts of WHE that support the load and upon failure could cause dropping, uncontrolled shifting, or uncontrolled movement of the load. Backup components to primary load bearing parts, such as secondary brakes, shall also be considered as load bearing parts. See References 2.8, Appendix F for additional examples of load bearing parts.

PROJECT ROAD MAP (PRM). A project roadmap is a basic visual representation of what is expected to happen during a project, and when. It lays out the project in a digestible timeline format that will keep all project stakeholders on the same page.

4. Requirements

4.1 Post Award Meeting and Pre-Design Meeting

Within 2 weeks post contract award, the Contractor shall meet with the Government representatives to discuss the requirements and parameters stated within this SOO to ensure mutual understanding of the product the Government is seeking. The contractor shall propose his schedule for presentation of concept design(s). The Contractor may also arrange a site visit at the installation to review the Government’s SPMT equipment, dock facilities, and ship in dock (if available). The site visit may coincide with the post award meeting.

The Contractor shall also request a predesign meeting with the Government when ready to present the concept design for discussion and acceptance.

4.2 Design Presentation / Development

The Contractor

4.3 Safety Requirements.

4.3.1 The contractor shall be responsible for adding safety features to the design to include but not limited to audible alarms while fixture is in motion, audible alarms to prevent tipping, All-Stop push buttons on two sides of the fixture, load controlling restraints to prevent fixture from lowering in the event there is an electrical, mechanical, and hydraulic failure. There shall be no systems that are electrical, mechanical, and hydraulic that have a single point of failure that are defined as LOAD BEARING PARTS and LOAD CONTROLLING PARTS as listed in the definitions in section 3.

4.4 Weather Requirement.

4.4.1 All electrical enclosures and mechanical casing components shall be designed with an Ingress Protection (IP) rating of IP65 in accordance with the IEC section 60529.

4.4.2 All electrical component inside or outside of an enclosure for each fixture shall be able to withstand temperatures of -20 Degrees Fahrenheit to 130 Degrees Fahrenheit and still maintain full functional capabilities.

4.4.3 Exposed painted surfaces to weather element consistent with Norfolk Naval Shipyards weather conditions shall comply with S-098 C710 Painting Requirements.

NOTE: Material Restrictions: Lead paint, Polychlorinated Biphenyl’s (PCB’s), and asbestos (in any form) shall not be used in the design specifications of Norfolk Naval Shipyard’s shaft handling fixtures.

4.5 Project Tracking Requirement.

4.5.1 The Contractor shall perform the design phase in a (PROJECT ROAD MAP) style format as defined in section 3. The (PROJECT ROAD MAP) shall include but not be limited to the following parameters.

· The entire design project from award date to project completion date.

· Line items that include each task to be completed, the person of contact for each task, start date of each task, completion date of each task, and days allotted for each task.

· Each task shall be marked in the (PRM) as Government owned responsibilities or Contractor owned responsibilities.

4.6 Project Tracking Terms and Conditions.

4.6.1 Governments Terms and Conditions. All questions asked concerning this project shall go through the contracting officer (KO) to be disseminated across the Governments individual team members listed in section 9. The Government has 10 working days to answer contractor’s question without a delay being imposed on the Government by the Contractor. The 10 days shall be included in the project tracking schedule created by the contractor.

4.6.2 Contractors Terms and Conditions. All questions asked concerning this project shall go through the contracting officer (KO) to be disseminated across the contractors designated team members. The Contractor has 10 working days to answer the Governments questions without a delay being imposed on the Contractor by the Government. The 10 working days will be included in the project tracking schedule created by the contractor.

4.6.3 Reporting Frequency. The Contractor Shall be required to submit a monthly design project status report to the Government to include an updated (PRM).

4.7 SPMT Requirement.

4.7.1 The fixtures shall be fabricated to be mounted to a 4 Axle or 6 Axle Z350 DA *W09993XX4EPS17071* Self-Propelled Modular Transporters (SPMT), manufactured by Scheuerle.

4.7.2 Fixture adaptable to NNSY 4 axle or 6 axle Single Trailer Width SPMTs

· 6 Axle: 27’ 6 11/16” Long; 7’ 11 11/16” Wide

· 4 Axle: 18’ 4 1/2” Long; 7’ 11 11/16” Wide

· Ability to mechanically fasten to secure to SPMT trailer bed

· Multiple Four Bolt Hole Patterns (~1 11/16” Diameter Thru Holes) Spaced 4’ 7 1/8” Center to Center (One per Axle) on each side of trailer Bed

· Four 5” Thru Holes spaced 2’ 3” – 2’ 6” apart on front and back ends of trailer

· No Over extension of fixture or components onto the power pack unit for the trailer

· 7.5ft of vertical stroke required

· Operating range 11.5-19.0ft elevation from dry dock floor when mounted on drive equipment

· SPMT Optimal driving height 59”; Min Height is 45”; Max Height is 73”

· Can’t drive at min or max height (Safe Operating Range 50” – 68”)

· Assume 59” Height of SPMT + 7.5 ft. of stroke on fixture lift + fixture structure shall be within the 11.5 ft. – 19 ft. operating range (+/- 6“) at shaft centerline

· Design Loads

· 100-KIP (Kilo-pound) vertical rated lifting capacity.

· Anticipated Heaviest Load (Shared Between two fixtures): 110 Kip

· Thrust/horizontal load at top: 15 Kip in any horizontal direction

· Modular Shaft Saddle Attachments

· Built in horizontal slip/translation plane to adjust shaft FWD and AFT

· Ability to operate with shaft “locked” to fixture or free to shift (ability to control where slippage occurs due to drive equipment differential movement.

· Roller Bearing saddle/attachment to allow 360° rotation around shaft centerline in saddle to help for alignment.

· Saddle (or multiple saddle attachments) capable of fitting shafts from approximately 2 ft. – 3.75 ft.

· Shaft must have ability to freely rotate about horizontal plane 360° and freely rotate from vertical ±8°.

· Vertical movement/speed proportional control up to 3ft/min (max).

· Vertical movement fine tune adjustment/creep feature.

· Material: Structural components constructed of typical commercially available steels only (ASTM A36, A572, A992, etc.)

· Visual Level Sensor or Bubble at bottom of fixture to indicate level of platform on Trailer Surface

· Paint scheme/corrosion resistance suitable for a marine environment.

· Integral Lifting points to lift and install fixture.

· Ability to stow and install (the main structure) as one piece once initial assembly is completed

· Strong back/fixture with legs (removable?) so SPMT can self-load or emergency lower and drive out from under the fixture. Need to be removable or be spaced out far enough from SPMT boogies to allow for operation of SPMT. Need to be able to access under the SPMT.

· Need known weights on all assemblies: Fixture, Generator, engine

· Shaft Column Adjustment for drift (fwd., aft, port, starboard)

4.7.3 SPMT Mechanical Criteria.

· Easily accessible to trouble shoot leaks/service

· Able to be locked in place in the event of loss of hydraulic pressure

· Be able to physically operate from fixture itself (without radio controller)

· Self-Contained System

· Engine needs to be attached to power generator

· Tier 4 Engine

· The Maximum SPMT couple size is two trailers (4 or 6 axles) coupled side to side with mechanical coupling blocks.

4.7.4 SPMT Electrical Design Criteria.

· Portable self-contained generator on trailer bed or fixture

· Accessibility of electrical and mechanical components to perform maintenance with minimum disassembly of the other sub-assemblies

· Sealed and Protected components from water using weather pack type connections.

· Control needs to be wireless and able to be wired in case of battery failure

· Radio controllers need to be charged by plugging to 120 VAC a power source (Not changing out batteries)

· Come with minimum 2 controllers.

5. Patent Rights-Ownership by the Government.

5.1 The Government shall retain full and exclusive ownership, including all rights, patents, and intellectual property, in perpetuity, for any product design purchased under this agreement. The vendor relinquishes all claims to future use, modification, production, or commercialization of said design unless explicitly authorized by the Government in writing.

6. Design Testing and Substantiating Requirements.

6.1 Computer Model Requirements.

6.1.1 The design shall have a full (FEA) Finite Element Analysis. All finding shall be devolved to the government in its entirety. FEA must be presented in a report style if not viewable and reviewable in our CAD FEA (Nastran).

6.1.2 3D CAD model in a file format capable of being opened and viewed in Autodesk Inventor shall be provided by the contractor.

7. Professional Engineering Services Requirements.

7.1 The Contractor shall be required to have all Engineering disciplines that are used to develop design for the Shaft Handling Fixtures evaluate and certified by registered professional engineers with certification credentials included on design documents. All credentials shall be supplied to the Government as a submittal entry for Government records.

7.1.1 Professional Engineering Mechanical Certifications.

7.1.2 Professional Engineering Electrical Certifications.

7.1.3 Professional Engineering Structural Certifications.

8. Technical Documents Requirements.

7.1.1 All Structural and Non-Structural materials to be included in the design shall be submitted to the Government for final Government approval before they can be included in the final design. The submittals shall be tracked on the (PRM) by the contractor.

7.1.2 All Electrical parts and components to be included in the design shall be submitted to the Government for final Government approval before they can be included in the final design.

7.1.3 All Mechanical parts and components to be included in the design shall be submitted to the Government for final Government approval before they can be included in the final design.

7.1.4 Design detailed hard copy drawings shall be provided by the contract once final design has been approved by the Government representatives shown in section 8.

7.1.5 3D Model CAD Files shall be provided to the Government representatives shown in section 8.

9. Government Representatives:

· TBD at time of award

10. SAFETY

"Per FAR 22.102-1(a) entitled "Safety", Contractors are hereby informed that their employees or representatives present on property under Norfolk Naval Shipyard cognizance must follow Federal and State OSHA requirements and Norfolk Naval Shipyard OSHE Program Manual, NAVSHIPYDNORINST P5090.2 requirements or safety requirements for site specific location of the contract.

a. Contractors and Non-NNSY Government Agencies (NNGAs) are hereby informed that their employees or representatives present on property under Norfolk Naval Shipyard (NNSY) cognizance must adhere to Federal OSHA requirements for hazardous energy control IAW 29 CFR 1915.89 and must follow Hazardous Energy Control (HEC) procedures as identified in NAVSEA’s Occupational Safety, Health, and Environment Corporate Manual (OSHECM) Chapter 250 (latest revision), when performing work under NNSY contract. All HEC work to be performed by Contractors and NNGAs requires that NNSY Technical Points of Contact (TPOCs) and/or Contracting Officer’s Representatives (CORs) be notified of the HEC scope of work prior to starting work. Any changes or deviations in the initial scope of HEC work requires the NNSY TPOCs and/or CORs to be informed of the change/deviation. Appendix 250.B-1 through B-3 of OSHECM Chapter 250 for multiple employer work identifies when Contractors and NNGAs are required to assign their Lockout/Tags-Plus Coordinator (LOTC) to coordinate HEC work with the cognizant NNSY LOTC. HEC locks shall be provided by the contractor or NNGA for their employees’ use. The HEC locks shall have red bodies with name labels or name tags affixed, identifying who installed the HEC lock(s) and a point of contact telephone number. HEC lock name labels and tags must be made of materials that will hold up to the environment to which they are exposed. HEC tags used for Tags-Plus HEC work shall be provided by the cognizant NNSY LOTC to the contractor or NNGA for their use if machinery, equipment, or systems (MES) cannot be locked out. OSHECM Chapter 250 Tags-Plus procedures will be strictly followed.

b. Contractors and NNGA’s may obtain electronic copies of OSHECM Chapter 250 (latest revision) and access the OSHA 1915.89 web site by using the following link to NNSY’s public access web site: http://www.navsea.navy.mil/shipyards/norfolk/default.aspx

c. Names and contact information for NNSY LOTCs and/or the Facility Custodian will be provided by NNSY TPOC and/or CORs set forth elsewhere in this award document.”

11. REQUIREMENTS FOR ACCESS TO NAVY INSTALLATIONS

Commander, Navy Installations Command (CNIC), has established the Defense Biometric Identification System, (DBIDS), a standardized process for granting unescorted access privileges to vendors, contractors, suppliers and service providers not otherwise entitled to the issuance of a Common Access Card (CAC) who seek access to and can provide justification to enter Navy installations and facilities. Participation in the DBIDS is not mandatory, and if the Contractor chooses to not participate, the Contractor's personnel will have to obtain daily passes, be subject to daily mandatory vehicle inspection, and will have limited access to the installation. The Government will not be responsible for any cost or lost time associated with obtaining daily passes or added vehicle inspections incurred by non-participants in the DBIDS. Alternatively, if the vendor so chooses, it may voluntarily elect to obtain long-term credentials through enrollment, registration, background vetting, screening, issuance of credentials, and electronic validation of credentials. Further information regarding DBIDS can be found at www.cnic.navy.mil/om/dbids.html NOTE: Bldg. 276 TELEPHONE: 757-396-5815 (or 5095)

12. Defense Biometric Identification System and NAVSEA Badging (REQUIRED FOR ALL CONTRACTS)

All contractors, with the exception of permanent party (or “seated” contractors with Common Access Cards (CACs), will be required to obtain a DBIDS card to gain access to NNSY.

Procedure for receiving a DBIDS card:

a. Contractor will complete the SECNAV 5512 form(s) and forward them to their NNSY Sponsor/Contracting Officer’s Representative (COR).

b. The sponsor will complete the CVS spreadsheet utilizing the information on the completed SECNAV5512 forms and forward all documents to Commander Navy region Mid-Atlantic (CNRMA) for vetting.

c. CNRMA will add the contractor to the “179-Day List” which is utilized by the Pass and ID office to create the DBIDS card.

d. Once on the 179-Day List, the contractor may go to Pass and ID to have their DBIDS card generated.

e. Green NAVSEA access badges can be generated at this point with contractors providing proof of U.S. Citizenship (Birth Certificate/ US Passport).

13. Portable Electronic Devices (PEDs) (REQUIRED FOR ALL CONTRACTS)

A PED is defined as any non-stationary electronic apparatus with singular or multiple capabilities of, but not limited to recording, storing, and/or transmitting data, voice, video, or photo images (e.g., cell phones, laptops, tablets and wearable devices such as fitness bands and smart watches).

a. NAVSEA 04 Ser 04/281 IMPLEMENTATION PLAN FOR ALLOWING CAMERA-PORTABLE ELECTRONIC DEVICES WITHIN THE CONTROLLED INDSUTRIAL AREA

b. NAVSEAINST 2200.1A PORTABLE ELECTRONIC DEVICES POLICY

c. SECPROMAN Vol 1 5510.36 Rev E

In accordance with ref (a), personally owned camera enabled PEDs will be authorized inside of the Controlled Industrial Area (CIA) and all

Security Islands. Camera enabled PEDs will remain unauthorized within Controlled Nuclear Information Areas (CNIAs), Nuclear Work Areas (NWAs) and Open Storage Areas.

All PEDs, camera enabled or not, are still prohibited within NWAs and Open Storage Areas.

The allowance of camera enabled PEDs inside of the CIA and Security Islands does not negate existing photography policies. Unofficial photography, filming of video, or live streaming from the camera-enabled PED remains prohibited within the CIA or any NAVSEA controlled space outside of the CIA. Further, audio recordings (both digitally or magnetically) in NAVSEA spaces is prohibited without the approval of Code 1120 Security Director.

Submarine SPECIFIC PEDs Instructions: In accordance with COMSUBLANT/ COMSUBPACINST 2075.1C, the use of PEDs while in or on Department of Navy Submarines are prohibited.

14. CONTROLLED UNCLASSIFIED INFORMATION ACCESS

The DoD will provide information to contractors and will identify all information which is Controlled Unclassified Information (CUI) via the contracting vehicle, in whole or part, and will mark such documents, material, or media in accordance with this issuance.

When CUI is generated by non-DoD entities protective measures and dissemination controls, including those directed by relevant law, regulation, or government-wide policy, will be articulated in the contract, grant, or other legal agreement, as appropriate.

DoD contracts must require contractors to monitor CUI for aggregation and compilation based on the potential to generate classified information pursuant to security classification guidance addressing the accumulation of unclassified data or information. DoD contracts require contractors to report the potential classification of aggregated or compiled CUI to a DoD representative.

Contractors, pursuant to mandatory DoD contract provisions, will submit unclassified DoD information for review and approval for release in accordance with the standard DoD Component processes and DoDI 5230.09.

All CUI records must follow the approved mandatory disposition authorities whenever the DoD provides CUI to, or CUI is generated by, non-DoD entities in accordance with Section 1220-1236 of Title 36, CFR, Section 3301a of Title 44, U.S.C., and this issuance.

15. SEATED CONTRACTOR SPECIFIC

All contractors who receive CACs and are granted access to Navy or NNSY information technology systems and are stationed at NNSY as their permanent work location are considered to be “seated” contractors.

All seated contractors will be required to report to BLDG 1502, 2nd floor to the Personnel Security Office (Code 1127) for check-in. Code 1127 will own the seated contractor in the system of record and will be responsible for the maintenance for the contractor’s security profile.

All seated contractors will be required to attend, at a minimum, the security education portion of NNSY New Employee Orientation.

The security education portion will contain, but is not limited to, Antiterrorism Level 1, Combatting Trafficking in Persons, Active Shooter training, Information Security, Personnel Security, and Operations Security Awareness training.

Further, all seated contractors will be required to complete all annual computer based security refresher training, which is tracked and verified by the training coordinator for the code to which the contractor is assigned.