RFQ SPE4A625R0056_RETDI-Generation III_10.28.24.pdf

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PART 1 – THE SCHEDULE

A. GENERAL INFORMATION TO OFFERORS

A.1 Introduction. The Defense Logistics Agency (DLA) is a logistics combat support agency whose primary role is to provide supplies and logistical services to America's military forces worldwide. The mission of DLA, Aviation Engineering (DLA-VEA) is to provide engineering support for DLA Aviation operations and organizations, as well as for Department of Defense (DoD) activities when authorized by DLA Headquarters.

A.1.1 This Request for Quote (RFQ) is for an intra-agency (DLA only), multiple award Blanket Purchase Agreement (BPA) for the Defense Logistics Agency (DLA) only. An intra-agency, multiple award BPA is established to support each Major Subordinate Command (MSC) across DLA. Thus, all MSCs across DLA may access this BPA. However, only the MSCs listed herein below in Section A.6 are authorized to place calls/orders against the BPA. A call received by a Contractor from an MSC not listed herein will not be honored, nor will any resultant deliveries be accepted.

A.1.2 This RFQ for the Reverse Engineering Technical Data Initiative (RETDI)-Generation III is for the acquisition of non-recurring engineering (NRE) services leading to the development of Technical Data Packages (TDPs), and appropriate ancillary manufacturing knowledge, associated with the production of the items referenced in the technical data in support of the DLA and DoD sponsored requirements. Task areas outlined within the SAMPLE Performance Work Statement (PWS) include tasks that may result from any contract awards and subsequent specific task orders related to the RETDI-Generation III program. This requirement is 100% Small Business Set-Aside.

A.2 Description of Agreement. A BPA is not a contract and does not constitute an order for supplies or services. The BPA does not state or imply any obligation by the Government to place future orders with the Contractor. The BPA shall not be used in any manner to restrict competition.

A.2.1 The Government intends to award intra-agency (DLA only) multiple-award Blanket

Purchase Agreements (BPAs) to those offerors whose proposals are determined to be the most advantageous, non-price and price factors considered. Labor categories and associated hourly labor rates will be made a part of the resultant BPAs via an attachment.

Future task orders will be competed and/or awarded among BPA holders. A formal PWS will be sent to the BPA holders who will be required to submit a proposal against its labor rates. Offerors are encouraged to propose discounts off their existing commercial hourly labor rates. Offered discounts will be applied to all labor categories used under the resultant task orders.

A.2.2 The terms and conditions for the resultant BPA(s), as identified in Part II, Section I, Contract Clauses, comprise the universe of possible terms and conditions that may apply to individual requirements, yet to be defined, at the order level.

A.2.2.1 Agency level and local provisions and clauses are included under resultant BPA(s) and are identified in Part II, Section I, Contract Clauses.

A.2.2.2 BPA terms and conditions that do not apply at the order level are considered self-deleting.

A.2.2.3 Terms and conditions at the order level may vary and align with the unique elements of individual requirements, yet to be determined.

A.2.2.4 Additional provisions and clauses may also be added at the order level.

A.3 Extent of obligation. A BPA does not constitute an obligation of funds. The Government is obligated only to the extent of authorized purchases actually made against the resultant BPA(s).

A.4 Order of Precedence. In the event of a conflict in the terms and conditions at the BPA level and order level, the order level shall take precedence over the BPA. However, nothing supersedes applicable laws and regulations unless a specific exemption has been obtained.

A.5 Limitations.

A.5.1 Maximum Term Limitation. The overall maximum term limitation for the RETDI –

Generation III program is five (5) years, or 60 months, from the date of execution of the first BPA issued. However, if determined to be in the best interest of the Government, the RETDI – Generation III’s five (5) year maximum term limitation may be extended to meet program objectives and requirements after receiving required agency approval in accordance with DLAD 17.204(e)(1).

A.5.1.1 The RETDI – Generation III program is considered complete when the maximum term limitation expires.

A.5.1.2 The terms and conditions of the BPA shall remain in effect for any order placed against the BPA before expiration of maximum term limitation.

A.5.1.3 An order placed against the BPA and not completed before expiration of the maximum term limitation shall be completed by the Contractor within the terms and conditions specified in the order.

A.5.2 Maximum Order Limitation. The total price limitation for individual orders issued against the BPA is the Simplified Acquisition Threshold (SAT) as defined for commercial items of supplies and services based on using FAR Part 12 or Far Subpart 13.5 procedure.

A.5.3. Effective Ordering Period. The effective ordering period for the BPA(s) is five years, or sixty (60) months from the date of the first BPA issued. However, if determined to be in the best interest of the Government, the effective ordering period of the BPA may be extended to meet program objectives and requirements after receiving required agency approval in accordance with DLAD 17.204(e)(1).

A.5.3.1 The effective ordering period of any RETDI – Generation III BPA:

i. Shall not exceed the RETDI – Generation III program’s maximum order limitation,

ii. Is considered complete when the BPA’s effective ordering period expires.

A.5.3.2 The terms and conditions of the BPA shall remain in effect for any order placed against the BPA before the effective ordering period expires.

A.5.3.3 An order placed against the BPA and not completed before the BPA’s effective ordering period expires shall be completed by the Contractor within the terms and conditions specified in the order.

A.5.3.3.1 Performance periods/completion dates at the order level:

i. May vary to align with the unique elements of an individual requirement and the availability of funds,

ii. Shall be specified at the order level,

iii. May be negotiated, and

iv. Shall not exceed a five-year duration without required agency approval in accordance with DLAD 17.204(e)(1).

A.5.3.4 The anticipated effective award date of the BPAs is May 1, 2024.

A.6 Authorized Ordering Activity. This is an intra-agency multiple award BPA for use by

DLA only. Thus, any DLA Major Subordinate Command (MSC) may access this BPA.

However, only the DLA MSCs listed below are authorized to place calls/orders against the BPA. A call/order received by the Contractor from a DLA MSC not listed as an authorized ordering activity will not be honored, nor will any resultant deliveries be accepted. The addition/deletion of an MSC shall be issued by the basic BPA Administrator via modification.

i. DLA Aviation, Richmond, VA.

ii. DLA Land and Maritime, Columbus, OH.

A.6.1 Authorized Ordering Activity Responsibilities.

A.6.1.1 Each authorized ordering activity is independently responsible for managing and satisfying the various phases, roles, and responsibilities of their own RETDI – Generation III requirements to include, but not limited to, the entire project management lifecycle, the entire acquisition lifecycle, and information management.

A.6.1.2 Each individual requirement is subject to its own distinct acquisition coordination, documentation, approvals, etc. as applicable to that individual requirement’s objectives and associated dollar value.

A.6.1.3 Use of the BPA does not exempt an MSC from the responsibility of keeping obligations and expenditures within available funds.

A.6.1.4 In accordance with FAR 8.406-7, Contractor Performance Evaluation, ordering activities must prepare at least annually and at the time the work under the order is completed, an evaluation of Contractor performance for each order that exceeds the Simplified Acquisition Threshold in accordance with FAR 42.1502(c).

A.7 Authorized Ordering Officials. The ordering officials listed below are authorized to make purchases against the BPA. An authorized individual is identified by title, MSC and organizational component, dollar limitation per purchase.

i. Contracting Officer, DLA Aviation (A), Warrant Level.

ii. Contracting Officer, DLA Land & Maritime (ZDA), Warrant Level.

A.7.1 Ordering Officers. An authorized ordering official if designated authority by their ordering activity:

i. May appoint qualified DLA personnel as ordering officers for the purpose of making purchases against the multiple award BPA, and

ii. Shall not appoint an ordering officer for orders that require negotiation of prices or any other contract terms.

A.7.1.1 An authorized ordering official does not have the authority to appoint ordering officers to execute modifications.

A.7.1.2 When appointing an ordering officer, the ordering activity’s authorized ordering official is responsible for:

i. Providing advanced written notification of appointment/termination of an ordering officer to all RETDI – Generation III BPA holders,

ii. Appointing an ordering officer using the appointment letter in DLAD 53.9001(a) and Procurement Note L23,

iii. Providing all RETDI – Generation III BPA holders with a list of the ordering activity’s appointed ordering officers,

iv. Maintaining the ordering activity’s list of ordering officers when appointing/terminating an ordering officer, and

v. Ensuring all RETDI – Generation III BPA holders have a copy of the current list of ordering officers for the ordering activity.

A.7.1.3 If an order is made by an individual not on an ordering activity’s list of ordering officers, the purchase will be at the sole responsibility of the Contractor.

A.7.2 Authorized Ordering Official/Ordering Officer Responsibilities.

A.7.2.1 Each authorized ordering official/ordering officer is responsible for cradle to grave contract management and information management of all individual requirements, yet to be identified, at the order level for their own ordering activity, and for all calls and orders issued against the BPA.

A.7.2.2 Use of the BPA does not exempt an authorized ordering official/ordering officer from the responsibility of keeping the ordering activity’s obligations and expenditures within available funds.

A.7.2.3 Each individual requirement at the order level is subject to its own distinct acquisition coordination, documentation, reviews, approvals, etc. as applicable to that individual requirement’s objectives and associated dollar value to include, but not limited to, Service Verification Requirements, small business subcontracting plans, Buy American, quality assurance surveillance plans, designating/appointing COR and/or COTR, or Government designee, inspection/acceptance criteria, payment procedures, etc.

A.8 BPA Ordering Procedures.

A.8.1 Negotiation Authority. The issuance of a call/order under this BPA shall be made under the authority of 10 USC 2304(g).

A.8.2 Ordering from multiple award BPAs. Ordering activities shall follow ordering procedure at FAR 8.405-3(c)(2) and (3).

A.8.2.1 In accordance with FAR 8.405-3(c), the ordering activity shall give fair opportunity to all

RETDI – Generation III BPA holders when issuing individual requirements at the order level.

A.8.2.1.1 Individual requirements shall compete amongst all RETDI – Generation III BPA holders in accordance with FAR Part 8.405 procedure.

A.8.2.2 All Contractors will be requested to submit a firm-fixed price quote in accordance with their BPA’s negotiated hourly labor rates.

A.8.2.3 Generally, a PWS will accompany each solicitation, which may include, but not limited to, the following types of information:

a. Performance based objectives.

b. A list of deliverables.

c. A milestone/performance-based schedule.

d. Performance period(s)/completion date(s),

e. Government Furnished Property (GFP), if applicable.

f. Ordering Activity Point(s) of Contact (i.e., contract specialist, contracting officer, contracting officer representative (COR) and alternative (ACOR), contracting officer technical representative (COTR)) responsible for overseeing the Contractor’s performance under an order.

g. Place of Performance – The Government does not anticipate any on-site contractor performance, with 100 percent of the work to be performed at the Contractor’s facility.

h. FOB Point – The BPA includes FOB terms for both Destination and Origin to provide flexibility relative to FOB processes as unique requirements develop and shall be specified at the order level.

i. Inspection and Acceptance – The BPA includes I&A terms for both Destination and Origin to provide flexibility relative to I&A processes as unique requirements develop and shall be specified at the order level.

j. Source Inspection –The BPA includes terms for Government source inspection to provide flexibility relative to inspection processes as unique requirements develop and shall be specified at the order level, if applicable.

A.8.3 BPA Holder Submission of Quotes. In response to a solicitation, RETDI – Generation III

BPA holders shall submit either –

i. A firm-fixed price quote in accordance with the BPA’s approved price list as described herein, or

ii. An email confirming the decision not to quote with rationale.

A.8.3.1 Identification of Organizational Conflicts of Interest (OCI). All actual or potential OCI situations shall be handled in accordance with FAR Subpart 9.5.

A.8.3.1.1 To avoid any potential conflicts of interest, the Contractor agrees that it may not restrict the conception, design, or configuration of its analyses, recommendations or findings in a manner that will favor any endeavors that are its separate marketing efforts or those of its affiliates, subordinates, or other commercial ventures.

A.8.3.1.2 In accordance with FAR Part 9.502, if a RETDI – Generation III BPA holder currently provides support or anticipates supporting other DLA RETDI – Generation III BPA holders, which will create or represent an actual or potential OCI, the Contractor shall immediately disclose the actual or potential OCI.

A.8.3.1.2.1 Disclosure shall be made by memo on company letterhead that addresses each analytical area impacted and included as part of the Contractor’s quote. A Contractor is also required to complete and sign an OCI Statement in which the Contractor and subcontractor(s) agrees to disclose information concerning the actual or potential conflict with any quote for any solicitation relating to any work in a requirement.

A.9 Award.

It is anticipated that multiple BPAs will be awarded to vendors. The Government intends to award a sufficient number of BPAs to ensure individual task orders can be adequately competed. Future task orders will be competed and awarded among BPA holders. The Government also reserves the right to extend or re-issue the solicitation to ensure that individual task order can be adequately competed.

A.9.1 Award Without Discussions. The Government intends to evaluate quotes and make awards without discussions. As a result, a quote should contain the Contractor’s best terms regarding non-price and price factors.

A.9.1.1 The Government reserves the right to conduct discussions and request revisions to quotes if determined necessary.

A.9.2 Best Value Evaluation Criteria. The Government intends to evaluate quotes and, if necessary, conduct discussions with all responsible offerors within the competitive range. Award will be made to the offeror whose proposal conforms to the terms and conditions of the solicitation and represents the best value to the Government. Therefore, award may be made to other than the lowest priced or the highest technically rated quote.

A.9.2.1 All quotes received in response to a solicitation shall be evaluated based on Best Value evaluation criteria to include, but not limited to, the offeror’s prices, past performance, technical acceptability, performance period/completion date, and any other evaluation factor as identified in the solicitation.

A.9.2.2 The Government will determine best value based on a comparative assessment of the solicitation’s evaluation criteria.

A.9.2.3 A best value determination also considers the relative importance of the evaluation factors. The relative importance of a solicitation’s evaluation factors, when combined, shall be identified in each solicitation and subject to vary across solicitations to provide flexibility relative to the importance of an evaluation factor as unique requirements develop. See Section M, Evaluation Factors for Award, beginning on Page 32 for specific evaluation factors for RFQ SPE4A625R0056.

A.9.2.4 If a competitive range is established, the Government may limit the number of quotes in the competitive range to the greatest number of quotes that provide adequate competition among the most-highly rated quotes.

A.9.2.5 The Government reserves the right to not make an award as a result of any solicitation if such award is determined to not be in the best interest of the Government.

A.9.3 Order Placement. Ordering activities shall follow order placement procedure at FAR

8.406-1 and Procurement Note C10.

A.9.3.1 At a minimum, each order shall include the following information in addition to any information required by the Contractor’s BPA.

i. Reference basic BPA number,

ii. Include the information listed in FAR 8.406-1(d), and

iii. Issue via bilateral signature on the Standard Form 1449 or DD Form 1155.

A.9.3.2 A COR, ACOR, COTR, or Government designee, and/or the cognizant GSA/DCMA office may be assigned administration of an order and/or delegated administrative functions as detailed in an order either at the time of award, or after award via modification.

A.9.4 Delivery Tickets. Unless an alternate agreement is made between both parties regarding deliverables under an order, all shipments except for newspapers, magazines, or other periodicals to an ordering activity must include a delivery ticket, and shall contain the following minimum information:

i. Name of Contractor,

ii. GSA Contract Number,

iii. BPA Number,

iv. Task Order Number,

v. Date of Award,

vi. Reverse Engineered NSN, and

vii. Date of delivery and/or period of performance.

A.9.5 Invoicing and Payment Instructions.

A.9.5.1 Invoicing — Instructions for electronic submission and processing of payment requests and receiving reports can be found at DFARS 252.232-7003(b). Contractors shall submit payment requests and receiving reports using Wide Area Workflow (WAWF) in nearly all cases unless one of the exceptions in paragraph (d) of that clause applies.

A.9.5.1.1 If an exception applies, the ordering office shall include instructions for invoicing in the contract administration data section of the order.

A.9.5.1.2 Information regarding WAWF is available at https://piee.eb.mil/.

A.9.5.2 Payment Instructions — WAWF Payment Instructions are located at DFARS 252.232-

7006, Wide Area Workflow Payment Instructions, the Material Inspection Receiving Reports in DFARS Appendix F, and DLAD Procurement Note G01, Additional Wide Area Workflow Information, if applicable. Contractors must prepare a Wide Area Workflow (WAWF) Receiving Report (RR) and attach any commercial shipping/packing lists used to document Government contract quality assurance, if applicable, and submit for distribution through Wide Area Workflow (WAWF) unless an exception applies.

A.9.5.2.1 Preparation instructions and training for the WAWF RR are available at https://pieetraining.eb.mil. The instructions on preparing a WAWF RR are part of the Vendor Training section.

A.9.5.2.2 Do not include classified information in WAWF.

A.9.5.2.3 Inaccurate invoices may be rejected in WAWF and returned to the Contractor for correction.

A.9.5.3 Contact the WAWF helpdesk at 866-618-5988 if assistance is needed.

A.9.5.4 For Informational Purposes Only. Additional invoicing procedures will be included in each order and subject to vary across orders to provide flexibility relative to the ordering activity as unique requirements develop.

A.9.5.4.1 Contractors will need to:

i. Use the information in the order to assist with the completion of the invoice.

ii. Add an invoice number.

iii. Add a shipment number, which is required to consist of –

a. Three (3) letters, and

b. Four (4) numbers.

c. Final shipment number must end with a “Z”

iv. Send the ordering office an email notification of invoice submission (WAWF does not automatically send notification after submission).

a. To send an email notification -

1) After clicking on the ‘Submit’ button on your invoice, the next screen will state your document has been “submitted successfully.”

2) At the bottom of that screen, there is a blue hyperlink entitled ‘Send Additional Email Notifications.’ Click on that link and add the email address of the COR and/or contracting officer, etc.

3) The email should show up in the ‘Send To’ box.

4) Click ‘Submit.’

A.9.5.4.5 Payment will not be issued without:

i. When Contract Quality Assurance (CQA) test/evaluation results are a condition of acceptance, after inspection and acceptance by the authorized Government representative,

ii. Information in the invoice must match the contract and/or modification,

iii. Invoice has been signed by an authorized government representative(s), and

iv. The invoice has been submitted and received by DFAS.

A.9.5.4.6 The information in Table 2 is for example purposes only to show the type of Routing

Data Table information required for invoicing in WAWF.

TABLE 2: Example WAWF Routing Data Table

PAY DODAAC SL4701

WAWF Invoice Type 2 in 1 Inspection Point Destination Acceptance Point Destination Issued by DoDAAC SPE4A2 Admin DoDAAC SPE4A2 Inspect By DoDAAC (if applicable) Acceptor DoDAAC SPE4A2 DCAA Auditor DoDAAC Leave Blank

A.10 BPA Management and Oversight.

A.10.1 Post-Award Administration.

A.10.1.1 Basic Agreements — DLA Aviation shall retain administration of all basic BPAs.

A.10.1.2 Individual Order — The ordering activity responsible for placing the order shall retain administration of that order.

A.10.2 Annual Review of Basic Agreements. In accordance with FAR 8.405-3(e), a DLA Aviation authorized ordering official or the ordering officer shall review BPAs annually, before the anniversary of an agreements effective date, to ensure:

i. The BPA still represents the best value.

ii. Any additional price reductions can be obtained.

iii. The BPA’s terms and conditions conform to all current Statutes, Executive Orders, Regulations, etc., or

iv. If a modification to the BPA’s terms and conditions is required.

A.10.2.1 The reviewer shall document the results of the review and include in the BPAs file documentation. If necessary, a DLA Aviation authorized ordering official shall update the agreement at that time via bilateral modification to maintain awareness of changes and other pertinent factors that may warrant making a new arrangement or modifying an existing arrangement.

A.10.2.3 Basic agreements may be revised before the annual review due to mandatory statutory requirements.

A.11 Modification of Agreement. A basic BPA may be changed only by modifying the BPA itself and not by a contract incorporating the agreement.

A.11.1 All revisions to a BPA or the issuance of a superseding agreement shall be executed by a

DLA Aviation authorized ordering official via bilateral modification.

A.11.2 Discontinuing or modifying a basic BPA shall not affect any orders between the

Contractor and DLA in which the agreement, or portion thereof, has been incorporated by reference unless otherwise agreed to.

A.12 Withdrawal of BPA. DLA Aviation or the Contractor may discontinue the future applicability of a BPA upon thirty (30) calendar days written notice to the other party.

A.12.1 Withdrawal of a BPA shall not affect any orders between the Contractor and DLA in which the BPA, or portion thereof, has been incorporated by reference unless otherwise agreed to.

A.13 Cancellation of BPA. DLA Aviation may elect to cancel a BPA upon thirty (30) calendar days written notice to the Contractor when:

i. Determined to be in the best interest of the Government, or

ii. The parties fail to agree on any additions, deletions, modifications required by

Statute, Executive Order, Regulations, etc.

A.13.1 Cancellation of a BPA shall not affect any orders between the Contractor and DLA in which the BPA, or portion thereof, has been incorporated by reference unless otherwise agreed to.

A.14 Cancelling Orders. The ordering activity’s authorized contracting officer shall follow procedure at FAR 8.406-5 when cancelling orders.

A.15 Remedies for Nonconformance. The ordering activity’s authorized contracting officer shall follow procedure at FAR 8.406-3 for remedying nonconformance.

A.16 Disputes. The ordering activity’s authorized contracting officer shall follow the procedure at FAR 8.406-6 if disputes pertaining to performance under an order and/or terms and conditions of orders occur.

A.17 Termination for Cause. The ordering activity’s authorized contracting officer shall follow procedure at FAR 8.406-4 when terminating an order for cause.

A.18 Termination for the Government’s Convenience. The ordering activity’s authorized contracting officer shall follow procedure at FAR 8.406-5 when terminating an order for convenience.

B. SUPPLIES/SERVICES, PRICES

As noted in Section A, the BPA establishes the overarching terms and conditions for use and application with individual requirements, yet to be determined, at the order level.

No funds will be directly obligated at the BPA level. The Government is only obligated to the extent of orders placed by authorized individual acting within their set limitations.

The Contractor is cautioned that acceptance of orders from personnel other than those authorized and acting within the scope of their authority could result in non-payment of invoices.

B.1 Supplies and/or Services.

B.1.1 The labor categories and hourly labor rates will be included in the BPA and will serve as the hourly rate basis for subsequent task orders that will be issued under the BPA.

B.1.1.1 Contractor Quality Control Plan (CQCP). The Quality Control Plan submitted as part of each offerors basic proposal will be incorporated by reference in the BPA.

B.1.2 Once BPAs are awarded, specific tasks will be defined, and the BPA vendors will compete for specific requirements. BPA holders will be requested to provide a quotation and a task order will be placed with the BPA holder that represents the best value to the Government. The criteria used to select the vendor for award of a task order will be based on an evaluation of the vendor’s proposed resource allocation and price compared to the Government’s estimate of the work to be performed. Past performance will be evaluated and equally rated once a task order has been awarded under this BPA.

B.1.3 The Contractor warrants that the prices charged to the Government in the BPAs approved price list are as low as or lower than those charged to the Contractor’s most favored customers for comparable quantities under similar terms and conditions, in addition to offering any discounts for prompt payment.

B.2 Prices.

B.2.1 BPA’s Price List. The negotiated hourly labor rates for each labor category will be included as an attachment under the BPA(s).

B.2.1.1 Prices established in the BPA’s approved price list represent firm-fixed ceiling prices and applicable to all orders issued against the BPA.

B.2.2 BPA Discount. The BPA’s approved price list will include an additional discount to the hourly rate for each labor category and shall remain fixed throughout the BPAs authorized ordering period.

B.2.2.1 Additional discounts may be negotiated at the order level.

B.2.3 Location of Task Order Work. Under this procurement DLA anticipates that approximately 100% of the work will be performed off-site at the vendor’s facility. The Government does not require any on-site contractor performance. Should any travel be required in support of this contract or individual delivery orders, the Contractor will be responsible for all associated travel expenses of its employees

C. DESCRIPTION/SPECIFICATION/WORK STATEMENT

The multiple award BPA’s Performance Work Statement (PWS) is universal in nature and describes the general support requirements for DLA’s RETDI – Generation III program. The purpose of the BPA’s PWS is to provide a general framework for a PWS at the order level.

Specific individual requirements, yet to be determined, will be further defined in the PWS at the order level. Each element of the BPA’s PWS may be addressed at the order level. For clarity among all parties involved, the PWS at the order level shall replace and take precedence over the BPA’s PWS described herein.

C.1. Background. The DLA’s supply system is often challenged by cost-prohibitive pricing, slow to respond sources of supply, or incomplete data packages for parts. These issues may delay the delivery of materiel and reduce the readiness of a weapon system.

This initiative provides a contractual means to resolve technical and engineering issues surrounding the acquisition of parts. The primary goals of this initiative are to increase competition, reduce overpricing, reduce customer lead times, reduce backordered requisitions, and eliminate manufacturing sourcing issues.

C.2 Scope. This PWS defines the requirements for the RETDI-Generation III. The DLA intends to procure NRE services leading to the development of engineering technical data and appropriate manufacturing knowledge associated with the production of items referenced in the technical data. The NRE services include, but are not limited to, reverse engineering, technical data development, and other related technical assistance.

This PWS is generic in nature and describes the general support requirements for RETDI- Generation III. Specific requirements for individual task orders will be developed from these general requirements and further defined in the PWS for each individual task order.

Although the Military Services or other DLA activities may identify candidate projects, DLA Aviation will maintain administration of all BPA’s and all task orders issued under the RETDI-Generation III program.

C.3 Calendar Days. All references in this PWS to “days” shall mean calendar days.

C.4 Applicable Documents.

C.4.1 Military Specifications:

MIL-STD-31000 Technical Data Packages (TDPs)

C.4.2 American Society of Mechanical Engineers (ASME):

ASME Y14.100 Engineering Drawing Practices

C.4.3 Guidance:

MIL-HDBK-115 DOD, USA Army Reverse Engineering Handbook Drawing Requirements Guide for Digital Models, Digital and Traditional

Drawings, Manual, IHS Incorporated and Technical Data Packages for Commercial and Military Applications,” Jerome Lieblich and Bryan Fisher ISBNs: 978-1-57053-002-9 or 978-1-57053-003-6

C.5 Requirements.

C.5.1 General. The Contractor shall perform services associated with reverse engineering, manufacturing process, manufacturing testing knowledge and development of technical data for various mechanical, electro-mechanical, hydraulic, pneumatic, structural components and other assemblies as identified by the Government. The NRE is expected to include reverse engineering, technical data development, physical articles (i.e., prototype) manufacturing and related technical assistance via various techniques.

RETDI-Generation III will have a strong focus on items requiring various applicable activities associated with documentation and processes related to the manufacturing of the reverse engineering item. The data developed under this contract will make it possible for the Government to qualify additional sources of supply. There are four general tasks that will be accomplished under this contract:

C.5.1.1 The Contractor shall perform reverse engineering on a variety of DLA or Armed

Services- managed items of supply according to the reverse engineering process as described in MIL-HDBK-115, or similar. Performance under this task is to complete the reverse engineering process in order to describe the technical characteristics of an item that will allow an exact likeness of the item to be manufactured successfully.

C.5.1.2 The Contractor shall produce and deliver to the Government technical data derived through reverse engineering, along with any hardware/software produced during the effort or for the effort. Performance includes the production and delivery of technical data as defined in the PWS for each task order.

C.5.1.3 The Contractor shall also be required to produce physical articles (prototypes), per the developed TDPs, write qualification test plans, and test those physical articles if required in the task order’s PWS. Performance includes the manufacturer of physical articles in strict accordance with the technical data produced for the item in order to ensure the newly developed technical data is complete and accurate. In addition to conventionally manufactured prototypes, advanced manufacturing methods such as 3D printing/additive manufacturing of prototypes may be required.

C.5.1.4 The Contractor shall also perform reverse engineering on items deemed necessary for the manufacturing and/or required for quality assurance, e.g., tooling, manufacturing jigs, etc. These items will be described in the RFQ or during the Reverse Engineering process and may require the Contractor to travel to the site, to electronically scan and/or take measurements to enable the creation of the required TDP. Any travel for these purposes is expected to be within CONUS, (and to a lesser degree) Alaska, and Hawaii.

C.6.2 Program Manager. The Contractor shall designate a Program Manager who shall have authority to act as the principal point of contact for communications with the Contracting Officer, COTR, or the duly authorized Contracting Officer’s Representative (COR), or Government designee. The Contractor’s Program Manager will also have authority to act on the Contractor’s behalf in all administrative, managerial, financial and technical aspects of the RETDI-Generation III.

C.7 Engineering.

C.7.1 Drawings and Technical Data Packages (TDPs) developed under this effort must be prepared in accordance with ASME Y14.100 and MIL-STD-31000.

C.7.2 Though not a requirement, the use of IHS “Drawing Requirements Manual” (DRM) is encouraged. The DRM is in compliance with ASME Y14.100 and MIL-STD-31000 and is an effective reference for the preparation of engineering drawings and models based on these and other standards.

C.7.3 The technical data developed by the Contractor shall include all drawings required to manufacture the item along with identification of critical characteristics.

C.7.4 The Contractor shall use existing drawing numbers unless the Government provides specific direction to do otherwise.

C.8 Services and Supplies. The Contractor will provide all services and supplies specified herein in accordance with this PWS and as identified in the PWS for each task order.

Each task order will contain unique work requirements, specific deliverables, and delivery date(s).

C.9 Government Furnished Information (GFI).

C.9.1 The Government will provide available electronic information to support the Request for

Quote for each task order.

C.9.2 The Contractor is responsible to ensure the completeness and correctness of the data before performance and completion of individual task orders.

C.10 Government Furnished Property, Material, Equipment, and Facilities.

C.10.1 The Government may provide the Contractor Government Furnished Property (GFP), Government Furnished Material (GFM), and/or Government Furnished Equipment (GFE) to support the Request for Quotes for each task order (e.g., samples of the part to be reverse engineered).

C.10.2 Task orders utilizing GFP, GFM, and/or GFE will contain delivery and disposition instructions.

C.10.3 The Contractor shall provide the documentation necessary to gain access to limited rights data if required.

C.10.4 FAR Clause 52.245-1, Government Property, is incorporated by reference. This clause shall govern the use and accountability of Government Furnished Property.

C.10.5 Any tooling, casting molds, forging dies, patterns, or other item of personal property made or purchased by the Contractor as part of performance shall be considered “Contractor acquired property” and shall be delivered to the Government with the technical data.

C.10.6 Title to Contractor-acquired property shall transfer to the Government upon delivery.

C.11 Contractor Furnished Materials and Equipment.

C.11.1 The Contractor shall acquire any additional hardware and software not provided by the

Government to accomplish the work defined in each delivery order.

C.11.2 The Contractor is required to maintain software integrity in accordance with the licensing agreement of the Contractor.

C.12 Intellectual Property. The Contractor shall deliver to the Government all technical data generated under RETDI-Generation III with unlimited data rights, in accordance with FAR 52.227-14, Rights in Data-General. Under the clause, the terms “Data” and “form, fit and function data” shall encompass all intellectual property delivered by the Contractor under any delivery order, including but not limited to computer databases;

computer software; item technical data; technical data for tooling casting molds, forging dies, patterns, actual part drawings, actual part detailed manufacturing plan(s), manufacturing test plan(s) or simply any other test plan(s), inspection method sheets, reverse engineering reports, and any other necessary data.

C.11 Meetings and Reviews.

C.11.1 Post-Award Conferences. The Government may host a Post-Award Conference for the basic awardees within 30 days after Blanket Purchase Agreement (BPA) award. Key contract representatives (Government and Contractors) will need to attend. The Procurement Contracting Officer (PCO) will notify the Contractor of the specific date, location, and agenda of the meeting.

C.11.2 Other Meetings. After the award of each delivery order, the Government or the

Contractor may request a Kick-Off meeting. It is expected that the majority of these meetings will be held via teleconference or in rare instances, in-person. Should any travel be required in support of this contract or individual delivery orders, the Contractor will be responsible for all associated travel expenses of its employees.

C.12 Deliverables. Final inspection and acceptance of all work performed, reports and other deliverables will be performed at the place of delivery by the COTR, or Government designee. The format for each deliverable will be determined by the appropriate specification or described in the paragraphs provided below.

C.12.1 Monthly Status Reports. The Contractor shall deliver an electronic monthly status report summarizing the previous month’s activities.

C.12.1.1 All reports shall be submitted by the third (3RD) day of each month, to the COTR, or

Government designee, and to the Contracting Officer.

C.12.1.2 Unless otherwise specified, the Government will have a maximum of 14 days to review the document and provide comments back to the Contractor.

C.12.1.3 The COTR, or Government designee, will monitor Contractor’s performance by reviewing monthly status reports.

C.12.1.4 The monthly report will contain performance metrics, scheduled major milestones, a summary of earlier work accomplished, work accomplished during the current report period, and a summary of upcoming work.

C.12.1.5 If the project is behind schedule, the Contractor will provide a detailed explanation of the cause, a “get-well” plan to complete the project, and updated milestones. The Contractor should address all matters that may potentially impact the schedule or quality.

C.12.2 Contractor Quality Control Plan (CQCP). The Contractor’s Quality Control Plan submitted as part of its basic proposal will be incorporated by reference in the BPA award.

C.12.2.1 The COTR, or Government designee, will review the plan annually and will notify the

Contractor if modifications to the CQCP are required.

C.12.2.2 The Contractor shall make appropriate modifications and provide a revised

CQCP within 7 days of the COTR’s, or Government designee’s notification.

C.12.3 Technical Data Package. Each item reversed engineered under this contract will require the Contractor to submit a Level 3 Technical Data Package (TDP). The intent of a Level 3 TDP is for the Government to obtain sufficient data to allow future suppliers to manufacture and deliver the item with no additional data.

C.12.3.1 It is anticipated that a single drawing will meet the intent of a Level 3 TDP for most of the items pursued under the RETDI-Generation II. MIL-STD-31000 states that Quality Assurance Provisions (QAPs), Software, and Packaging are components of a Level 3 TDP.

C.12.3.2 The PWS for the applicable RETDI-Generation III task order will note the specific requirements for QAPs, Software, and Packaging.

C.12.4 Drawings and Models. In addition to the drawings that become part of the TDP, the

Contractor will also provide a variety of other digital files such as Computer Aided Design (CAD) drawing files in native format; a solid model in native format; and a STEP translation of the solid model. Submittals must meet the requirements of ASME Y14.100 and MIL-STD-31000.

C.12.5 Prototypes. Specific requirements for physical articles (i.e., prototypes) will be defined in the PWS for each task order.

C.12.6 Qualification Test Plan (QTP). Specific requirements for QTPs will be defined in the

PWS for each task order. The intent of a QTP is to verify adherence to the requirements delineated in the applicable specifications and standards, including verification of performance, determination of reliability and endurance, and verification of structural integrity.

C.12.7 Qualification Testing and Test Results. The Contractor may be required to test prototypes to demonstrate the degree to which they adhere to the testing requirements.

Specific requirements for testing will be defined in the PWS for each task order.

D. PACKAGING AND MARKING

D.1. Standard commercial packaging of material sets and/or prototypes is acceptable;

however, the vendor shall comply with all applicable labeling, marking and documentation requirements specified in each task order PWS. The PWS for the applicable RETDI-Generation III task order will note the specific requirements for QAPs, Software, and Packaging.

D.2. The vendor shall retain all packaging, packing, and shipping materials for use in returning samples to the Government that were provided for the task orders.

E. INSPECTION AND ACCEPTANCE

E.1. The standard set for all tasks is 100% Satisfactory Completion with 100% COR, or

Government designee, Inspection and Acceptance as the surveillance method. This information will be detailed in the PWSs for each task order.

E.2. The performance and/or deliverables delivered under each task order will be inspected and accepted by the COR, or Government designee.

E.3. These findings will be the basis for payment of the task.

E.4. The COR, or Government designee, will rate the performance of the Contractor on timeliness and quality of the services and/or deliverables provided under each task order’s PWS.

H. SPECIAL CONTRACT PROVISIONS

H.1. Export Control

The vendor shall comply with all applicable laws and regulations regarding export-controlled items, including, but not limited to, the requirement for contractors to register with the Department of State in accordance with the International Traffic in Arms Regulations (ITAR).

The vendor shall also comply with DLA’s Enhanced Joint Certification program by accessing the following link:

Joint Cer fica on Program (dla.mil)

H.2. Disputes, Agreement to Use Alternate Dispute Resolution (ADR)

In order to maintain its business relationships with industry and avoid costly litigation, DLA is committed to promoting the use of Alternate Dispute Resolution (ADR) techniques, especially mediation. ADR is a voluntary process whereby a neutral third party assists the parties in resolving a dispute. DLA invites vendors to join DLA in agreeing to use their best efforts to resolve any pre-award or post award dispute that may arise from this solicitation, and any subsequent award, without litigation. If unassisted negotiations are unsuccessful, the parties agree to use ADR techniques in an attempt to resolve disputes. Likewise, the parties agree that formal protest procedures or litigation will only be considered as a last resort, such as when ADR is unsuccessful or when ADR has been documented to be inappropriate for resolving the dispute. If the ADR is not successful, the parties retain their existing rights.

H.3. Reverse Auction L09 Reverse Auction (OCT 2018)

The Contracting Officer may utilize reverse auctioning to conduct price discussions. If the Contracting Officer does not conduct a reverse auction, award may be made on initial offers or following discussions. If the Contracting Officer decides to use line reverse auctioning to conduct price negotiations, the Contracting Officer will notify Offerors of this decision and further details will be provided at that time.

H.4. Security Requirements

H.4.1. Security Clause. Clause 52.204-9000 CONTRACTOR PERSONNEL SECURITY

(May 2009) applies to this solicitation and is included in full text. Vendors are encouraged to familiarize themselves with this clause. Additional information regarding personnel security clearances is available at www.dss.mil.

Security Requirements. The Defense Logistics Agency (DLA) requires that all Vendor personnel assigned to this project have in place a favorable outcome to the designated security investigative requirement assigned to each labor classification and be available to start work immediately upon BPA award. All personnel on this contract are considered to be Information Technology II (IT-II) and are required to meet the current IT-II requirements, including a National Agency Check with Law and Credit (NAC-LC), at time of award. Additionally, all personnel will complete a Non-Disclosure Agreement prior to access to Government network resources. The completed and signed non-disclosure agreement will be provided to and maintained by the COR, or Government designee.

Additional Security Information. Performance of this PWS may require the Vendor (or subcontractor) to access data and information proprietary to the Government Agency or of such a nature that its dissemination or use, other than in the performance of this PWS, would be averse to the interest of the Government or others. The Vendor shall not divulge, or release data or information developed or obtained in the performance of this PWS except to authorize Government personnel or upon written approval of the Contracting Officer.

The Vendor will not use, disclose, or reproduce proprietary data, which bears a restrictive legend, other than as required in the performance of this PWS. The limitations above do not apply to data or information, which has been made public by the Government.

Further, this provision does not preclude the use of any data independently acquired by the Vendor without such limitations or prohibit an agreement at no cost to the Government between the Vendor and the data owner, which provides for greater rights to the Vendor.

Vendor personnel visiting any Government facility in conjunction with a task order shall be subject to the Standards of Conduct applicable to Government employees. Site-specific regulations regarding access to classified or sensitive materials, computer facility access, issue of security badges, etc. will be provided by the Government as required.

For the Business and Technical Support BPAs, all reports developed under the orders and their supporting documentation will be the property of DLA. FAR Clause 52.227-14, Rights in Data – General, applies to each order and will be included all resultant BPA awards.

H.4.2. Personally Identifiable Information (PII). FAR Clause 52.224-1, Privacy Act Notification

(Apr 1984), FAR Clause 52.224-2, Privacy Act (Apr 1984), and FAR Clause 52.204-9, Personal Identity Verification of Contractor Personnel (Nov 2006), will be included and apply to all resulting BPA awards. Vendors are encouraged to familiarize themselves with the requirements of these clauses.

H.4.3. Information Security.

NIST SP 800-171 DOD basic assessment requirement.

To be eligible for award, an offeror shall have NIST SP 800-171 Basic Assessment scoring information in SPRS. The date of an offeror’s most recent assessment shall not be more than three (3) years old. This is a pass/fail evaluation criterion. If an offeror is non-compliant, the KO may request the offeror to enter/edit self-assessment information in SPRS. To access the data base, you must be registered in the Procurement Integrated Enterprise Environment (PIEE) and approved for access to SPRS. A Cyber Vendor Role is required to enter/edit basic self-assessment information. Information on posting NIST SP 800-171 Basic Assessments can be obtained from SPRS at https://www.sprs.csd.disa.mil/, or from DIBBS at https://www.dibbs.bsm.dla.mil//notices/msgdspl.aspx?msgid=1048.

For more information on CMMC, as well as other DoD cybersecurity initiatives, Project Spectrum is a recommended resource (https://projectspectrum.io). Project Spectrum is supported by the DoD Office of Small Business Programs, and provides information, training, and risk assessments to help vendors improve cyber readiness and comply with DoD requirements.

Additionally, the Procurement Technical Assistance Centers (PTACs) provide vendors free assistance, including assistance related to DoD cybersecurity initiatives, to help them pursue contracts from DLA and other federal agencies. For more information refer to -https://www.dla.mil/SmallBusiness/PTAP/

H.5 Identification of Organizational Conflicts of Interest (OCI)

H.5.1. All actual or potential OCI situations shall be handled in accordance with FAR Subpart

9.5.

H.5.2. To avoid any potential conflicts of interest, the Contractor…