Tab_12_SPE4AX-16-R-0004_Bearings_RFP.pdf

SOLICITATION/CONTRACT/ORDER FOR COMMERCIAL ITEMS

OFFEROR TO COMPLETE BLOCKS 12, 17, 23, 24, & 30 1000041771

1. REQUISITION NUMBER

2. CONTRACT NO. 3. AWARD/EFFECTIVE

DATE

4. ORDER NUMBER

SPE4AX-16-R-0004

5. SOLICITATION NUMBER

2015 NOV 24

6. SOLICITATION ISSUE

DATE

Melissa Small PARAH01

a. NAME

Phone: 256-876-1602

b. TELEPHONE NUMBER (No Collect calls)

2016 JAN 25

8. OFFER DUE DATE/

LOCAL TIME

9. ISSUED BY CODE SPE4AX

DLA AVIATION

SMSG AVIATION SUP CH CORPORATE LTC

8000 JEFFERSON DAVIS HWY

RICHMOND VA 23297

USA

10. THIS ACQUISITION IS UNRESTRICTED OR SET ASIDE: % FOR:

SMALL BUSINESS

HUBZONE SMALL

BUSINESS

WOMEN-OWNED SMALL BUSINESS

(WOSB) ELIGIBLE UNDER THE WOMEN-OWNED

SMALL BUSINESS PROGRAM

8 (A)

SERVICE-DISABLED

VETERAN-OWNED

SMALL BUSINESS

331523NAICS:

SIZE STANDARD:

11. DELIVERYFOR FOB DESTINA-

TION UNLESS BLOCK IS

MARKED

12. DISCOUNT TERMS

13a. THIS CONTRACT IS A

RATED ORDER UNDER

DPAS (15 CFR 700)

13b. RATING

14. METHOD OF SOLICITATION

RFQ IFB RFP

15. DELIVER TO CODE 16. ADMINISTERED BY CODE

17a. CONTRACTOR/ CODE

OFFEROR

FACILITY

CODE

TELEPHONE NO.

18a. PAYMENT WILL BE MADE BY CODE

17b. CHECK IF REMITTANCE IS DIFFERENT AND PUT SUCH ADDRESS IN

OFFER

18b. SUBMIT INVOICES TO ADDRESS SHOWN IN BLOCK 18a UNLESS BLOCK

BELOW IS CHECKED

19.

ITEM NO.

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

See Schedule

(Use Reverse and/or Attach Additional Sheets as Necessary)

25. ACCOUNTING AND APPROPRIATION DATA 26. TOTAL AWARD AMOUNT (For Govt. Use Only)

27a. SOLICITATION INCORPORATES BY REFERENCE FAR 52.212-1, 52.212-4. FAR 52.212-3 AND 52.212-5 ARE ATTACHED. ADDENDA ARE ARE NOT ATTACHED

27b. CONTRACT/PURCHASE ORDER INCORPORATES BY REFERENCE FAR 52.212-4. FAR 52.212-5 IS ATTACHED. ADDENDA ARE ARE NOT ATTACHED

28. CONTRACTOR IS REQUIRED TO SIGN THIS DOCUMENT AND RETURN

COPIES TO ISSUING OFFICE. CONTRACTOR AGREES TO FURNISH AND

DELIVER ALL ITEMS SET FORTH OR OTHERWISE IDENTIFIED ABOVE AND ON ANY

ADDITIONAL SHEETS SUBJECT TO THE TERMS AND CONDITIONS SPECIFIED

29. AWARD OF CONTRACT: REF. OFFER

DATED . YOUR OFFER ON SOLICITATION

(BLOCK 5), INCLUDING ANY ADDITIONS OR CHANGES WHICH ARE

SET FORTH HEREIN, IS ACCEPTED AS TO ITEMS:

30a. SIGNATURE OF OFFEROR/CONTRACTOR 31a. UNITED STATES OF AMERICA (SIGNATURE OF CONTRACTING OFFICER)

30b. NAME AND TITLE OF SIGNER (Type or Print) 30c. DATE SIGNED 31b. NAME OF CONTRACTING OFFICER (Type or Print) 31c. DATE SIGNED

SEE SCHEDULE

7. FOR SOLICITATION

INFORMATION CALL:

SEE SCHEDULE

50PAGE 1 OF

03:00 PM

STANDARD FORM 1449 (REV. 2/2012)

Prescribed by GSA - FAR (48 CFR) 53.212

AUTHORIZED FOR LOCAL REPRODUCTION

PREVIOUS EDITION IS NOT USABLE

SEE ADDENDUM

EDWOSB

32a. QUANTITY IN COLUMN 21 HAS BEEN

ACCEPTED, AND CONFORMS TO THE CONTRACT, EXCEPT AS NOTED:RECEIVED INSPECTED

COMPLETE PARTIAL FINAL

STANDARD FORM 1449 (REV. 2/2012) BACK

36. PAYMENT

PARTIAL FINAL

20.

SCHEDULE OF SUPPLIES/SERVICES

21.

QUANTITY

22.

UNIT

23.

UNIT PRICE

24.

AMOUNT

19.

ITEM NO.

32b. SIGNATURE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32c. DATE 32d. PRINTED NAME AND TITLE OF AUTHORIZED GOVERNMENT

REPRESENTATIVE

32f. TELEPHONE NUMBER OF AUTHORIZED GOVERNMENT REPRESENTATIVE

32g. E-MAIL OF AUTHORIZED GOVERNMENT REPRESENTATIVE

33. SHIP NUMBER 34. VOUCHER NUMBER 35. AMOUNT VERIFIED

CORRECT FOR

37. CHECK NUMBER

38. S/R ACCOUNT NO. 39. S/R VOUCHER NUMBER 40. PAID BY

42a. RECEIVED BY (Print)

41b. SIGNATURE AND TITLE OF CERTIFYING OFFICER 41c. DATE

42c. DATE REC'D (YY/MM/DD) 42d. TOTAL CONTAINERS

41a. I CERTIFY THIS ACCOUNT IS CORRECT AND PROPER FOR PAYMENT

32e. MAILING ADDRESS OF AUTHORIZED GOVERNMENT REPRESENTATIVE

42b. RECEIVED AT (Location)

CONTINUED ON NEXT PAGE

The purpose of this solicitation is to provide worldwide support, to include foreign military sales (FMS), for the identified population of 404 consumable national stock numbers (NSN). The NSNs listed in Attachments 1 and 2 constitute the total population of items to be included in this effort. No add-on populations are anticipated. All of the items identified for this initiative have a federal supply class (FSC) of 3110 (Bearings, Anti-friction, Unmounted). The subject acquisition will be executed using Federal Acquisition Regulations (FAR) Part 12, Commercial Item Acquisition. Offers may be submitted on a Defense Logistics Agency (DLA) direct (DD) basis, customer direct (CD) basis or a combination of the two. The Statement of Work (SOW) for each method of support can be found at Section C of this solicitation.

The resultant contract(s) will be for one five-year period. Evaluation will be conducted on a line-by-line basis and multiple awards may be issued although only a single award will be issued for each NSN. Each offeror must quote a minimum of 50% of the items to be considered for award. The price structure to be submitted by offerors is as follows:

• Supply (material) unit prices for DD offers shall be priced by item for each year of the contract for continental United States (CONUS), outside CONUS (OCONUS) and FMS support (free on board (FOB) and inspection and acceptance (I&A) at origin).

• Supply (material) unit prices for CD offers shall be priced by item for each year of the contract. A separate service fee for all associated supply chain management activities to include the costs associated with materiel acquisition and all associated supply chain management requirements shall be provided. The service fee must be an overall percentage applied to sales. CD offers must be capable of CONUS, OCONUS and FMS support (FOB and I&A at origin). Material unit prices must be submitted separately from the service fee proposed.

• Surge and Sustainment (S&S) unit prices for both CD and DD offers shall be priced by item for each year of the contract and include all requirements associated with S&S as specified in the S&S clauses and provisions. Refer to S&S clauses 52.217-9006, Surge and Sustainment (S&S) Instructions to Offerors, 52.217- 9007 Surge and Sustainment (S&S) Instructions to Offerors, 52.217-9008, Surge and Sustainment (S&S) Evaluation, 52.217-9009, Surge and Sustainment (S&S) Pricing and 52.217-9010 Limitations on Use of Surge and Sustainment (S&S) Government Investment. S&S quantities may be ordered by the Government in accordance with 52.217-9006. All orders for S&S lines shall be marked “This is a surge order.”

See Attachment 3 for the S&S requirements for this effort.

MWR = MONTHLY WARTIME REQUIREMENT

UNPR = UNPRICED

Additional surge requirements are encompassed in the following contract line items (CLIN):

9960 SURGE eCAP 1 EA UNPR DUE WITH OFFER

9961 SURGE TEST PLAN 1 EA UNPR IF REQUIRED AFTER AWARD

9962 SURGE TESTING 1 EA UNPR IF REQUIRED AFTER AWARD

9963 SURGE REPORT 1 EA UNPR IF REQUIRED AFTER AWARD

See Section L, Instructions to Offerors, and Section M, Evaluation Basis for Award, of this solicitation for in-depth instructions on proposal submission and evaluation.

The contract(s) type will be firm fixed-price (FFP) indefinite delivery indefinite quantity (IDIQ) contract(s) in accordance with FAR 52.216-22, Indefinite Quantity. The contract(s) minimum guarantee will be calculated as 10% of the estimated five-year performance period value of the supplies and services, as applicable, for each award made. The contract(s) maximum will be calculated as 125% of the estimated five-year performance period value of the supplies and services, as applicable, for each award made.

Obsolete items may be deleted from the contract by bilateral modification. The contractor will identify

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SPE4AX-16-R-0004

replacement items, if any, which may be added to the contract. In the event an item is deleted from the contract, the contractor shall honor existing orders for that deleted item. Deletion of items under this provision will not be actionable under the Termination for Convenience (T4C) provision of this contract.

Any DLA ordering office may issue delivery orders to the awardee(s) for the supplies cited in Schedule B (Attachments 1 and 2). DLA Aviation Richmond will administer the basic contract. Each ordering office will issue and administer its own delivery orders.

A Quality Matrix is included at Attachment 4. The Quality Matrix provides information to supplement the requirements stated in the procurement item description (PID), and in the event that a conflict exists between these documents, the PID data shall be the prevailing requirement.

This solicitation contains Critical Safety Items (CSI), as identified in the Quality Matrix. DLA Directives (DLAD) 52.211-9005, Conditions for Evaluation and Acceptance of Offers for Critical Safety Items, 52.211-9006, Changes in Contractor Status, Item Acquired, and / or Manufacturing Process / Facility – Critical Safety Items and 52.211-9007, Withholding of Material Review Board (MRB) Authority apply to CSI items only.

For CONUS CD deliveries, packaging shall be in accordance with the American Standard for Testing and Materials (ASTM) D3951. For all other deliveries, the contractor shall comply with the requirements of MIL-STD-2073D and MIL-DTL-197 supplemental for all FMS and OCONUS deliveries. All items shall be marked in accordance with MIL-STD 129P. Hazardous items and shelf life items, as cited in the PID or in the Quality Matrix, shall be marked in accordance with MIL-STD 129P. The contractor is required to package material in accordance with the Quantity Unit Pack (QUP) specified in MIL-STD-2073D and the Unit of Issue (UI) specified in each delivery order.

The contractor shall consolidate shipments from the same source to the same destination whenever possible.

Attachment 1: Consumable NSN Schedule for DD Offers (Excel Spreadsheet) Attachment 2: Consumable NSN Schedule for CD Offers (Excel Spreadsheet) Attachment 3: S&S Schedule (Excel Spreadsheet) Attachment 4: Quality Matrix (Excel Spreadsheet) Attachment 5: Pricing Worksheet (Excel Spreadsheet) Attachment 6: PID / Packaging Data (Text File) Attachment 7: Past Performance Questionnaire (Word Document) (referenced in Sections L and M) Attachment 8: Past Performance Questionnaire Tracking Record (Word Document) (referenced in Sections L and M) Attachment 9: Past Performance FACTS Sheet (Word Document) (referenced in Sections L and M) Attachment 10: Subcontractor Consent Form (Word Document) (referenced in Sections L and M) Attachment 11: Transmittal Letter (Word Document) (referenced in Sections L and M) Attachment 12: Contract Data Requirements List (CDRL) #1 DD Form 1423 Attachment 13: Contract Data Requirements List (CDRL) #2 DD Form 1423

Minimum offer acceptance period is 120 days unless a different period is inserted by the offeror.

This completed solicitation is necessary for evaluation of offers. Submit bids and proposals to the Contracting Officer, Melissa A. Small, 5202 Martin Road, Redstone Arsenal, AL 35898. Electronic commerce method is melissa.small@dla.mil. Bids and proposals submitted by contractors may only be considered when submitted in accordance with the specific submission methods permitted within the solicitation.

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SECTION A - SOLICITATION/CONTRACT FORM

52.215-9036 SALES PRICING PRACTICES – COMMERCIAL ITEMS (JAN 2014) DLAD

52.211-9014 CONTRACTOR RETENTION OF TRACEABILITY DOCUMENTATION (AUG 2012) DLAD

SECTION C - SPECIFICATIONS/SOW/SOO/ORD

SECTION C

STATEMENT OF WORK (SOW)

SPE4AX-16-R-0004

BEARINGS (UNRESTRICTED) PROJECT

DD SUPPORT

C.1 General

C.1.1 DLA Aviation is currently supporting consumable requirements for aerospace ball and roller bearings in FSC 3110 via traditional transactional support processes.

Current support includes multiple long-term contracts (LTC), basic ordering agreements (BOA), multiple individual contacts and emergency buys.

C.2 Scope

C.2.1 The scope of effort for this initiative is defined as supply support for the population of items listed in Attachment 1. The Contractor(s) shall deliver supplies for DLA stock replenishment in accordance with terms cited in the delivery order.

C.2.2 The contract(s) will be FFP, IDIQ contract(s) with a period of performance of five years. No option periods will be included.

C.3. Delivery Requirements

C.3.1 The Contractor(s) shall meet the delivery timeframes outlined in each delivery order.

C.3.2 Performance Review Boards (PRB)

C.3.2.1 PRBs will be held at a minimum of two times after the contract issue date and during the first year of contract performance, and annually thereafter for the remainder of the contract. The intent of the PRBs is to monitor and assess contract performance, to coordinate responses and foster solutions to challenges encountered during and after Contractor implementation.

C.3.2.2 If Contractor performance warrants it, the Contracting Officer (KO) may expand the PRBs to semi-annually and shall provide the Contractor written notification no later than 45 days prior to the next scheduled PRB. Less formal in-process meetings, occurring telephonically, are anticipated to occur throughout the contract term, as necessary.

C.3.2.3 PRBs shall alternate between in-person and telephonic (or video, if available) conference meetings with the first PRB being conducted in-person. The Contractor shall host the first PRB at its location (selected to encourage maximum participation from the Government) and the Government will alternate hosting subsequent PRBs.

C.3.2.4 The PRBs will be co-chaired by DLA Aviation and the Contractor(s). The Contractor(s) shall develop an agenda (in accordance with the list of elements below and as approved by the KO) and distribute the agenda to perspective attendees no later than five days before the PRB, in accordance with DD Form 1423, Contract Data Requirements List (CDRL).

C.3.2.5 During the PRB, the Contractor shall provide status of schedules and support goals, any process improvement initiatives and provide status on the following elements:

Support Overview – to include overall schedule status (i.e. delays, concerns) Metric Performance Supplier Issues Item Support Issues Quality Assurance Issues Obsolescence / Diminishing Manufacturing Sources and Material Shortages (DMSMS) Issues Other Issues or Challenges Previous PRB Open Action Items / New Action Items

C.3.2.6 Meeting minutes shall be developed and submitted in accordance with DD Form 1423, CDRL. The Contractor(s) shall submit PRB minutes for approval to the KO within ten days after each PRB. Other program reviews may be conducted as mutually agreed upon between the Government and the Contractor(s). DLA and the Contractor(s) are responsible for tracking and resolving, as appropriate, action items identified during the PRB. Action items shall be assigned aggressive due dates and shall be the first agenda item on subsequent PRBs.

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C.4. Packaging & Marking

C.4.1 Packaging shall be in accordance with military specifications MIL-STD-2073D and MIL-DTL-197 supplemental packaging requirements unless otherwise specified on the individual delivery order.

C.4.2 The Contractor(s) shall comply with all applicable labeling, marking and documentation requirements specified by MIL-STD-129P, Standard Practice for Military Marking. Military Shipping Labels (MSL) shall be generated from the Vendor Shipment Module (VSM) detailed at C.4.5.1 below.

C.4.3 Radio Frequency Identification (RFID) requirements shall apply consistent to the requirements set forth at the Defense Federal Acquisition Regulations Supplement (DFARS) 252.211-7006.

C.4.4 FOB Point & Transportation

C.4.4.1 The shipping terms are free on board (FOB) origin.

C.4.5 VSM

C.4.5.1 The Contractor(s) shall establish a VSM account. To create an account, contact the DLA Distribution New Cumberland, J3 OS Transportation Operations (1- 800-456-5507) which will assign a unique User Name and Password to access the website at https://vsm.distribution.dla.mil/. Once assigned an account in VSM, the Contractor(s) will be able to access their current open purchase orders. By entering the weight and dimensions of packed ready to ship orders in VSM, MSL and carrier documentation will be available to print from the website. Small parcel shipments will be available immediately; freight shipments will be available based on contractor’s submission to VSM. Contractor(s) will pack according to the mode of transport selected by the Government. Containers shall be loaded, blocked, and braced with wood packaging materials (WPM) suitable for overseas transportation.

C.5 Small Business Subcontracting

C.5.1 The Contractor(s), regardless of its business size, shall ensure small business, veteran-owned small business (VOSB), service-disabled veteran-owned small business (SDVOSB), historically-underutilized business zone (HUBZone) small business, small disadvantaged business (SDB) (to include 8a designated businesses), and woman-owned small business (WOSB) concerns will have the maximum practicable opportunity to participate in contract performance. In order to assure these businesses have equitable opportunities to compete, the Contractor(s) shall publicize subcontracting opportunities via the Small Business Administration’s (SBA) SUB- Net at http://web.sba.gov/subnet and the DLA Aviation Small Business Programs website at http://www.aviation.dla.mil/userweb/sbo/ and report its small business program support semi-annually. If a large business is selected for award, a subcontracting plan, as required by FAR 19.704, shall be submitted. Upon approval of the plan, the Contractor(s) will be required to report via the electronic Subcontracting Reporting System (eSRS), its compliance to the approved plan.

C.6 Surge & Sustainment (S&S)

C.6.1 Pursuant to DLA Directives (DLAD) 52.217-9006 and 52.217-9007, the Contractor(s) shall plan for surges in demand within its or its suppliers’ production capacities and its own stocking plan. Surge quantities, identified as the Monthly Wartime Rate (MWR) are required every 30 days at S&S execution.

C.6.2 The MWR is represented as an exact number and is above and beyond the normal estimated demands of the item.

C.6.3 S&S MWR requirements will be validated at time of award and updated by the KO no less than annually and subsequently provided to the Contractor(s).

C.6.4 Any order for S&S quantities shall be clearly defined as an S&S order; however, the Contractor(s) shall not ship S&S quantities without written confirmation from the KO.

C.6.5 An order or series of orders that exceed the MWR, but are not identified by a delivery order notice that S&S applies, are not S&S requirements.

C.7 Quality Control

C.7.1 The Contractor(s) shall ensure the material conforms to the requirements at the Purchase Order Text (POT) for each item.

C.7.2 The Contractor(s) shall maintain a quality system that meets the requirements of the most recent Internal Organization for Standardization (ISO) 9000 standard (or equal).

C.7.3 The Contractor(s)’ quality management system / program shall be designed to promptly detect handling, storage and warehousing conditions that adversely affect performance and quality.

C.8 Obsolescence Management

C.8.1 The Contractor(s) are responsible for managing the obsolescence of the population of items throughout the life of the contract by providing the timely notice and obsolescence briefs identified below.

C.8.2 The Contractor(s) shall provide the Government with immediate, written notification of any known manufacturer discontinuations, including a recommendation for and potential substitute or replacement items and substantiation of such recommendation.

C.9 Configuration Control

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C.9.1 The Government will maintain configuration control and change authority for all modifications or changes to contract items. The Engineering Support Activity (ESA) for the items may vary and thus, the Contractor(s) shall initiate configuration control issues, in writing, to the KO.

C.9.2 The Contractor(s) may review configuration items and recommend other known available items that meet or exceed the current application of the item(s) and represent a better value to the Government.

C.9.3 The Contractor(s) shall submit for approval to the KO all known configuration changes that affect the supply of contract items to include impacted system(s), old and new part numbers and the reason for the proposed change.

C.9.4 The Contractor(s) shall not supply any item under the contract that incorporates a known departure from technical or contractual requirements unless a request for a deviation, submitted from the Contractor(s)to the KO, has been approved by the ESA. Authorized deviations are a temporary departure from the requirements only and do not authorize a change to the item’s configuration baseline.

C.9.5 Deviation requests shall be prepared in accordance with DI-CMAN-80640, Request for Deviation. Guidelines for preparing deviations may also be found in MIL-HDBK-61A, Configuration Management Guidance and ANSI / EIA-649, National Consensus Standard for Configuration Management. For all items supplied by the Contractor(s) under the resulting contract(s), deviations, waivers or engineering change proposals are not permitted unless authorized in writing by the KO.

C.10 Requisition Processing

C.10.1 Order placement shall be by electronic data interface (EDI) transmissions in accordance with American National Standards Institute (ANSI) X12 standards through a registered Value Added Network (VAN). An EDI transmission from the KO constitutes a binding order; the Contractor(s) are required to commence performance upon receipt of a binding order. See DLAD 52.204-9001.

C.10.2 In general, the process will work as follows. The Government customer submits a requisition, requisition follow-up or requisition cancellation to DLA. The requirement is then forwarded to the Contractor(s) via a delivery order issued from the DLA procurement system that will format (i.e. translate) the Government requisition into the appropriate EDI transaction set.

C.10.3 The following three EDI transactions are required for the purpose of transmitting delivery orders and tracking Contractor performance:

850 Purchase / Delivery Order 856 Shipment Notice Manifest 997 Functional Acknowledgement

C.10.3.1 The 850 is processed through the issuing DLA Supply Chain; the 856 identifies the order shipment date and the total quantity; and the 997 indicates the Contractor(s) received the order, thus establishing the order date.

C.10.4 The Contractor(s) are required to use (or upgrade to) the latest EDI transactions, as they become available.

C.11 Contractor Reporting Requirements List

C.11.1 The following is a list of the Contractor(s) reporting requirements required for submission to the KO.

Report Name Report Definition Report Frequency (submitted to the

KO)

Reference Location

1. Small Business Support

Report shall identify subcontracting dollars and percent of subcontract dollars by small business, VOSB, SDVOSB, HUBZone small business, SDB (to include 8a), and WOSB

Semi-annually – no later than 14 days from the reporting period’s end

C.5.1

C.11.2 All reports shall contain, at a minimum, elements identified above and be submitted in a Microsoft Excel format (for raw data) and Microsoft PowerPoint or Word (for charts pertaining to raw data), unless otherwise directed by the KO.

C.12 Contractor Performance Assessment Reporting System (CPARS)

C.12.1 The contract(s) awarded are subject to CPARS reporting in accordance with FAR 42.1502.

SECTION C

STATEMENT OF WORK (SOW)

SPE4AX-16-R-0004

BEARINGS (UNRESTRICTED) PROJECT

CD SUPPORT

C.1 General

C.1.1 DLA Aviation is currently supporting consumable requirements for aerospace ball and roller bearings in FSC 3110 via traditional transactional support processes.

Current support includes multiple LTCs, BOAs, multiple individual contacts and emergency buys.

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C.2 Scope

C.2.1 The scope of effort for this initiative is defined as supply support and associated supply chain management for the population of items listed in Attachment 2.

The Contractor(s) shall provide supplies and associated supply chain management in support of all DLA customers on a worldwide basis to include FMS customers.

C.2.2 The solicitation outlines the following areas of responsibility that the Contractor(s) will be required to execute:

Demand Planning and Forecasting Purchasing, Order Processing and Fulfillment Supplier Management Finance (contractor-owned inventory) Item Management (i.e. stock levels and locations) Quality Control and Quality System Management Warehouse Management and Operations Obsolescence Management Packaging and Shipment Preparation Distribution and Transportation Management Customer Support Services

C.2.3 The contract(s) will be FFP, IDIQ contract(s) with a period of performance of five years. No option periods will be included.

C.3 Contract Transition and Implementation

C.3.1 The total length of the contract implementation / transition is estimated to be 180 days. The implementation / transition period shall begin on the date of contract award and shall end no later than the contract award date plus 180 days.

C.3.2 During implementation, the Contractor(s) shall perform all functions necessary to enable full performance at contract execution. These functions include, but are not limited to, establishing (or modifying) the necessary warehouse infrastructure, business partnerships, supplier agreements, materiel, systems (e.g. EDI testing), and customer service necessary to perform the requirements herein.

C.3.3 Existing contract and DLA managed inventory levels shall be provided by the Government to the Contractor(s) within ten days of contract award. Existing DLA managed inventory and contract due-ins, at the item level, will be consumed prior to when the Contractor(s) assume responsibility for filling material requisitions.

C.3.4 In the event DLA has a requirement for material during the contract implementation period as specified herein, DLA may request the Contractor(s) to support a DLA transactional buy (either on a DD or CD basis). If the Contractor(s) have the material to support such a transactional purchase, a delivery order will be issued.

The production lead-time (PLT) will be negotiated at the time of order. Performance metrics and associated incentives or disincentives will not apply to these orders.

C.3.5 Implementation Reporting

C.3.5.1 The Contractor(s) shall submit incremental status reports to update the KO on its implementation progress during this period. At a minimum, these status reports are to be submitted, in writing to the KO, at the following milestones and corresponding no later than (NLT) timeframes:

5% of Implementation Plan executed – NLT day 30 of implementation period 25% of Implementation Plan executed – NLT day 45 of implementation period 50% of Implementation Plan executed – NLT day 90 of implementation period 75% of Implementation Plan executed – NLT day 120 of implementation period 95% of Implementation Plan executed – NLT day 165 of implementation period

C.3.5.2 These reports must be submitted at a rate reflecting progress and actual completion of events toward implementation (i.e., those chronological events listed in the Contractor’s Implementation Plan as required in Section L of the solicitation) such that the KO can form a reasonable belief that full performance will be achieved by the end of the Implementation Phase and that the corresponding percentage of completion has been achieved as at each milestone.

C.3.5.3 During the last month prior to full execution, the Government reserves the right to request additional implementation status reports, at no additional cost.

C.3.6 Performance Review Boards (PRB)

C.3.6.1 While not solely applicable to contract implementation / transition, PRBs will be held at a minimum of two times after the contract issue date and during the first year of contract performance, and annually thereafter for the remainder of the contract. The intent of the PRBs is to monitor and assess contract performance, to coordinate responses and foster solutions to challenges encountered during and after Contractor implementation.

C.3.6.2 If Contractor performance warrants it, the KO may expand the PRBs to semi-annually and shall provide the Contractor written notification no later than 45 days prior to the next scheduled PRB. Less formal in-process meetings, occurring telephonically, are anticipated to occur throughout the contract term, as necessary.

C.3.6.3 PRBs shall alternate between in-person and telephonic (or video, if available) conference meetings with the first PRB being conducted in-person. The Contractor shall host the first PRB at its location (selected to encourage maximum participation from the Government) and the Government will alternate hosting subsequent PRBs.

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C.3.6.4 The PRBs will be co-chaired by DLA Aviation and the Contractor(s). The Contractor(s) shall develop an agenda (in accordance with the list of elements below and as approved by the KO) and distribute the agenda to perspective attendees no later than five days before the PRB, in accordance with DD Form 1423, CDRL.

C.3.6.5 During the PRB, the Contractor shall provide status of schedules and support goals, any process improvement initiatives and provide status on the following elements: Support Overview – to include overall schedule status (i.e. delays, concerns), Metric Performance, Supplier Issues, Item Support Issues, Quality Assurance Issues, Obsolescence / Diminishing Manufacturing Sources and Material Shortages (DMSMS) Issues, Other Issues or Challenges and Previous PRB Open Action Items / New Action Items

C.3.6.6 Meeting minutes shall be developed and submitted in accordance with DD Form 1423, CDRL. The Contractor(s) shall submit PRB minutes for approval to the KO within ten days after each PRB. Other program reviews may be conducted as mutually agreed upon between the Government and the Contractor(s). DLA and the Contractor(s) are responsible for tracking and resolving, as appropriate, action items identified during the PRB. Action items shall be assigned aggressive due dates and shall be the first agenda item on subsequent PRBs.

C.3.7 During the transition / implementation period, DLA shall continue to support customer demands via traditional (e.g., pre-award) means except as provided for at C.3.4.

C.4 Logistics Support for Aerospace Ball and Roller Bearings

C.4.1 The Contractor(s) shall perform the necessary supply chain management functions to support worldwide and FMS customers’ requirements through direct shipments to CONUS and OCONUS locations within the delivery timeframes identified below and FOB origin terms stated herein.

C.4.2 Inspection & Acceptance

C.4.2.1 Origin inspection and acceptance (I&A) is required for all items listed in Attachment 2. The following requirements, at a minimum, will apply to each first lot shipment of applicable materiel.

C.4.2.2 The Defense Contract Management Agency (DCMA) will verify the Contractor(s)’ and / or the item manufacturer’s technical records to establish reasonable assurance the item presented for acceptance meets all technical requirements. The Contractor(s) shall ensure suppliers maintain objective evidence that products were properly manufactured, inspected and meet requirements. Government customers shall have access to said technical and quality records.

C.4.2.3 The following additional requirements apply solely to CSI.

1. The Contractor(s) shall provide the CSI manufacturer’s compliance with AS9100 requirements. Evidence of compliance includes: a) the CSI manufacturer’s Certificate of AS9100 Registration or b) the Contractor’s assessment report of AS9100 compliance showing the relevant dates, scope, limitations, final findings and conclusions and re-examination requirements.

2. The Contractor(s) shall provide mill test report(s) / certificate(s) identifying the material test values and chemical analysis, heat / lot number (if applicable), and lot / batch number (if applicable) traceable to CSI work order(s).

3. The Contractor(s) shall provide special process certificates for processes, inspections and tests conducted external to the supplier identifying the special process provider, certificate number, processes performed, date(s) performed and results.

4. The Contractor(s) shall provide Work Order Process Sheets, Operation Sheets, and / or Job Traveler(s) showing:

* The purchase order number, item part number(s), applicable drawing(s) and revision, quantities ordered and date(s) of manufacture;

* Required manufacturing processes, operations and workmanship requirements;

* Required in-process inspections / verification points, final inspections / test requirements, and all inspections performed, inspection results (e.g.

pass / fail or actual values when specified) with inspector stamps, initials, or electronic signatures and date(s) of inspections;

* If serialization is required, inspection data for each serialized item;

* Raw material certificate information identifying the original mill to enable traceability of the work order to the material source;

* Special process requirements, identification of the special process provider(s), and special process certification information to enable traceability of the work order to special processors

5. If the CSI is an assembly, the Contractor(s) shall provide documented evidence that the constituent parts of the assembly were: 1) manufactured and inspected properly, 2) properly constructed and inspected and 3) tested in accordance with the applicable drawing or acceptance test.

6. The Contractor(s) shall provide any other technical information regarding additional process, operations, inspections or tests performed by the Contractor(s) prior to presenting the CSI for acceptance. Such Contractor(s) activities include actions taken by the Contractor(s) at the CSI supplier’s facility, at a Contractor facility or by a third party facility.

7. The Contractor(s) shall provide a Contractor Certificate of Quality Conformance (COQC), specific to the part number(s) and delivery order, certifying that the supplies conform to all applicable drawings and / or specifications and that all other contract, purchase order and quality requirements have been met.

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8. If special packaging is required, the Contractor(s) shall ensure the products meet those requirements and that the packaging has not been compromised in a way that could materially affect the items.

9. The following evidence may also be considered, when required in writing, by the KO:

a. Evidence that either: 1) the CSI part numbered item was subject to First Article Inspection (FAI) in accordance with AS9102, or 2) that the supplier successfully manufactured the CSI part numbered item for the Contractor(s) within two years prior to the date of manufacture of the item(s) offered for acceptance.

b. If there were non-conformances on the CSI(s), material review records, “use as is” findings or rework or repair requirements and inspections on reworked or repaired item(s).

C.4.3 Packaging and Marking

C.4.3.1 Packaging for CONUS deliveries shall be in accordance with American Society for Testing and Materials (ASTM) D3951 packaging requirements unless otherwise specified on the individual delivery order. Packaging for OCONUS and FMS deliveries shall be in accordance with military standard (MIL-STD) 2073D unless otherwise specified on the individual delivery order.

C.4.3.2 The Contractor(s) shall comply with all applicable labeling, marking and documentation requirements specified by MIL-STD-129P, Standard Practice for Military Marking. MSLs shall be generated from VSM, as detailed at C.4.5 below.

C.4.3.3 RFID requirements shall apply consistent to the requirements set forth at DFARS 252.211-7006.

C.4.4 FOB Point and Transportation

C.4.4.1 The shipping terms are FOB origin. The Contractor(s) shall be responsible for all shipment of products in accordance with 49 CFR 170-178, International Maritime Organization – International Maritime Dangerous Goods (IMO-IMDG), International Civil Aviation Organization – International Air Transport Association (ICAO-IATA) and Military Aircraft (MilAir) [Air Force Manual (AFMAN) 24-204]. The Contractor(s) shall be responsible for shipment of materials from its designated facility to the customer within CONUS; to the customer or designated Container Consolidation Points (CCP) or Points of Embarkations (POE) for OCONUS; or to freight forwarders for FMS orders. The Contractor(s) shall email delivery@dla.mil for tentative destination instructions for FMS delivery orders.

C.4.5 VSM

C.4.5.1 The Contractor(s) shall establish a VSM account. To create an account, contact the DLA Distribution New Cumberland, J3 OS Transportation Operations (1- 800-456-5507), which will assign a unique User Name and Password to access the website at https://vsm.distribution.dla.mil/. Once assigned an account in VSM, the Contractor(s) will be able to access current open purchase orders. By entering the weight and dimensions of packed, ready to ship orders in VSM, MSLs and carrier documentation will be available to print from the website. Small parcel shipments will be available immediately; freight shipments will be available based on Contractor’s submission to VSM. Contractor(s) will pack according to the mode of transport selected by the Government. Containers shall be loaded, blocked and braced with WPM suitable for overseas transportation.

FMS orders may remain at the Contractor’s facility for an extended period of time (30 days or longer) pending foreign country clearances.

C.4.6 Delivery Requirements / Fill Rate Measurement

C.4.6.1 The Contractor(s) shall be required to meet Time Definite Delivery (TDD) standards, however the fill rate measurement will be based on ship date rather than delivery receipt date. The Contractor(s) are required to meet a 90% material fill rate for all items.

FILL RATE MEASUREMENTS

CONUS and OCONUS Shipment to CCPs / POE

Delivery Order Category (CAT) Codes

Priority 01 – 03 CAT 1 (High Priority) 2 Day

Priority 04 – 08 CAT 2 3 Day Priority 09 – 15 CAT 3 4 Days

The fill rate metric will assess performance over a 12-month performance period starting with performance on the first delivery order. The first performance period will start at the end of the implementation period, 180 days after contract award and will continue through contract expiration.

Fill Rate is the amount of time measured from receipt of order to shipment. Monthly fill rates will be computed to assess Contractor performance and identify problems as they occur. The material fill rate percentage is calculated by taking the total number of orders shipped complete within the designated timeframe, divided by the total number of orders received during that same timeframe. Both the monthly and annual performance fill rate will be computed using the following calculation.

FR% = (TRS / TRR) * 100

FR% = Fill Rate (rounded to the nearest tenth) TRS = Total Orders Shipped complete within the designated measurement timeframe TRR = Total Orders Received in a specific performance period

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C.4.6.2 Fill rate exceptions will apply to FMS orders and cancelled delivery orders.

C.4.7 TDD Requirements

C.4.7.1 The Contractor(s) shall ensure each order is satisfied within the following TDD requirements.

TDD DELIVERY STANDARDS

CONUS and OCONUS Shipment to CCPs / POEs

Issue Priority Designator (IPG) FOB Origin

Priority 01 – 03 IPG 1 (High Priority) 6 Business Days Priority 04 – 08 IPG 2 10 Business Days Priority 09 – 15 IPG 3 15 Business Days

High priority CD requirements are identified by Military Standard Requisitioning and Issue Procedures (MILSTRIP) priority designator codes 01, 02, and 03, and routine CD requirements are identified by MILSTRIP priority designator codes 04 through 15.

The Contractor(s) have successfully filled a CONUS demand when, after receipt of an electronic requisition, the customer has received a product at the customer designated site within the specified TDD standards. The Contractor(s) have successfully filled an OCONUS / FMS demand when, after receipt of an electronic requisition, the Contractor has delivered a product to the designated CCP, freight forwarder, or CONUS POE for OCONUS orders within the specified TDD standards.

C.5 Disincentives

C.5.1 Disincentives apply to Contractor performance that fails to meet the Government’s requirements set forth for customer support at C.4.6.1 and C.4.7.1.

C.5.2 The disincentives as shown in this section are measured and applied via contract performance periods as defined at below:

Performance Period Measured Timeframe of Contractor Performance Performance Period 1 181 days until 365 days from contract award date

Performance Period 2 1 Year from contract award date (1 year plus 365 days)

Performance Period 3 2 Years from contract award date (2 years plus 365 days)

Performance Period 4 3 Years from contract award date (3 years plus 365 days)

Performance Period 5 4 Years from contract award date (4 years plus 365 days)

C.5.3 Performance shall be calculated at the conclusion of each performance period and be assessed against the respective delivery measurements at sections C.4.6.1 and C.4.7.1 above.

C.5.4 The disincentives are defined as follows:

Fill Rate Performance* Fill Rate Disincentive

89.0% - 89.9% -1%

88.0% - 88.9% -2%

87.0% - 87.9% -3%

86.0% - 86.9% -4%

Below 85.9% -5%

*Fill rate performance is rounded to the nearest tenth

C.5.5 The disincentive (percentage) will be multiplied by the total value of orders for the performance period to calculate the applied disincentive. DLA will provide quarterly and year-end fill rate percentages for review. In the event the Contractor(s) and DLA fail to agree upon the performance achieved, the Contractor(s) will provide the KO written rationale for its performance position within 15 days of receiving DLA’s initial performance report. Should the Contractor(s) and DLA still disagree after 30 days, and if elevation through their respective management teams does not resolve the disagreement, the KO may issue a unilateral decision.

C.5.6 Approximately 45 days after the end of each performance period, DLA will combine the calculated annual disincentives from the fill rate performance metrics to determine the disincentive to be collected from the Contractor(s). The KO will issue a request for reimbursement to the Contractor(s) for the amount of disincentive.

The Contractor(s) will remit payment directly to the Defense Finance and Accounting Service (DFAS) within 30 days of notification.

C.6 Small Business Subcontracting

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C.6.1 The Contractor(s), regardless of its business size, shall ensure small business, VOSB, SDVOSB, HUBZone small business, SDB (to include 8a designated businesses), and WOSB concerns will have the maximum practicable opportunity to participate in contract performance. In order to assure these businesses have equitable opportunities to compete, the Contractor(s) shall publicize subcontracting opportunities via the SBA’s SUB-Net at http://web.sba.gov/subnet and the DLA Aviation Small Business Programs website at http://www.aviation.dla.mil/userweb/sbo/ and report its small business program support semi-annually. If a large business is selected for award, a subcontracting plan, as required by FAR 19.704, shall be submitted. Upon approval of the plan, the Contractor(s) will be required to report via eSRS, its compliance to the approved plan.

C.7 S&S

C.7.1 Pursuant to DLAD 52.217-9006 and 52.217-9007, the Contractor(s) shall plan for surges in demand within its or its suppliers’ production capacities and its own stocking plan. Surge quantities, identified as the MWR are required every 30 days at S&S execution.

C.7.1.1 The MWR is represented as an exact number and is above and beyond the normal estimated demands of the item.

C.7.1.2 S&S MWR requirements will be validated at time of award and updated by the KO no less than annually and subsequently provided to the Contractor(s).

C.7.2 Any order for S&S quantities shall be clearly defined as an S&S order; however, the Contractor(s) shall not ship S&S quantities without written confirmation from the KO.

C.7.3 An order or series of orders that exceed the MWR, but are not identified by a delivery order notice that S&S applies, are not S&S requirements.

C.8 Quality Control

C.8.1 The Contractor(s) shall ensure the material conforms to the requirements in the POT for each item.

C.8.2 The Contractor(s) shall maintain a quality system that meets the requirements of the most recent ISO 9000 standard (or equal).

C.8.2.1 The Contractor’s quality management system / program shall be designed to promptly detect handling, storage and warehousing conditions that adversely affect performance and quality.

C.9 Obsolescence Management

C.9.1 The Contractor(s) are responsible for managing the obsolescence of the population of items throughout the life of the contract by providing the timely notice and obsolescence briefs identified below.

C.9.1.1 The Contractor(s) shall provide the Government with immediate, written notification of any known manufacturer discontinuations, including a recommendation for and potential substitute or replacement items and substantiation of such recommendation.

C.9.1.2 The Contractor(s) shall provide obsolescence status briefs as a part of the PRBs required under the contract, as identified in C.3.6. herein.

C.10 Configuration Control

C.10.1 The Government will maintain configuration control and change authority for all modifications or changes to contract items. The (ESA for the items may vary and thus, the Contractor(s) shall initiate configuration control issues, in writing, to the KO.

C.10.1.1 The Contractor(s) may review configuration items and recommend other known available items that meet or exceed the current application of the item(s) and represent a better value to the Government.

C.10.1.2 The Contractor(s) shall submit for approval to the KO all known configuration changes that affect the supply of contract items to include impacted system(s), old and new part numbers and the reason for the proposed change.

C.10.2 The Contractor(s) shall not supply any item under the contract that incorporates a known departure from technical or contractual requirements unless a request for a deviation, submitted from the Contractor(s)to theKO, has been approved by the ESA. Authorized deviations are a temporary departure from the requirements only and do not authorize a change to the item’s configuration baseline.

C.10.2.1 Deviation requests shall be prepared in accordance with DI-CMAN-80640, Request for Deviation. Guidelines for preparing deviations may also be found in MIL-HDBK-61A, Configuration Management Guidance and ANSI / EIA-649, National Consensus Standard for Configuration Management. For all items supplied by the Contractor(s) under the resulting contract(s), deviations, waivers or engineering change proposals are not permitted unless authorized in writing by the KO.

C.11 Requisition Processing

C.11.1 Order placement shall be by EDI transmissions in accordance with ANSI X12 standards through a registered VAN. An EDI transmission from the KO constitutes a binding order; the Contractor(s) are required to commence performance upon receipt of a binding order. See DLAD 52.204-9001.

C.11.2 In general, the process will work as follows. The Government customer submits a requisition, requisition follow-up or requisition cancellation to DLA. The requirement is then forwarded to the Contractor(s) via a delivery order issued from the DLA procurement system that will format (i.e. translate) the Government requisition into the appropriate EDI transaction set.

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C.11.3 The following three EDI transactions are required for the purpose of transmitting delivery orders and tracking Contractor performance:

850 Purchase / Delivery Order 856 Shipment Notice Manifest 997 Functional Acknowledgement

C.11.3.1 The 850 is processed through the issuing DLA Supply Chain; the 856 identifies the order shipment date and the total quantity; and the 997 indicates the Contractor(s) received the order, thus establishing the order date.

C.11.4 The Contractor(s) are required to use (or upgrade to) the latest EDI transactions, as they become available.

C.12 Contractor Reporting Requirements List

C.12.1 The following is a list of the Contractor(s) reporting requirements required for submission to the KO.

Report Name Report Definition Report Frequency (submitted to the

Reference Location

1. Implementation Report Indicate the applicable percentage of completion and identify how said percent was achieved based on completed tasks identified in the Contractor’s Implementation Plan

Submitted at identified percentages of Milestone completion (or more frequently, when requested by the

C.3.5

2. Small Business Support Report shall identify subcontracting dollars and percent of subcontract dollars by small business, VOSB, SDVOSB, HUBZone small business, SDB (to include 8a), and WOSB

Semi-annually – no later than 14 days from the reporting period’s end

C.6.1

3. PRBs Agenda and PRB Minutes Five days prior to each PRB; 10 Days after each PRB

C.3.6.4

C.3.6.6

4. Contract Closeout Inventory

Report shall identify the Contractor’s on-hand inventory balances and due-ins by national stock number (NSN)

Monthly, on the first of the month beginning 12 months prior to contract expiration

C.14.1

5. Contract Closeout Materiel Forecast

Materiel forecast data by NSN, indicating anticipated quantity demands, by month, for the next 12 months

Monthly, on the first of each month beginning 12 months prior to contract close-out

C.14.1.2

6. Contract Supplier Report

Report shall identify the NSN, part number, supplier name,…