Bell_Boeing_Official_RFP_May_2017.pdf

SOLICITATION, OFFER AND AWARD 1. THIS CONTRACT IS A RATED ORDER RATING PAGE OF PAGES

UNDER DPAS (15 CFR 700) DO 1 85

2.CONTRACT NUMBER 3.SOLICITATION NUMBER 4.TYPE OF SOLICITATION 5.DATE ISSUED 6.REQUISITION/PURCAHSE NUMBER

SPRPA1-16-R-011U

SEALED BID (IFB)

NEGOTIATED (RFP)

May 16, 2017

7. ISSUED BY CODE SPRPA1 8. ADDRESS OFFER TO (If other than Item 7)

DEFENSE LOGISTICS AGENCY

DLA PHILADELPHIA

DLR PROCUREMENT OPERATIONS, DSCR-AP

700 ROBBINS AVENUE

PHILADELPHIA PA 19111-5098

NOTE: In sealed bid solicitations “offer” and “offeror” mean “bid” and “bidder”

SOLICITATION

9. Sealed offer in original and 2 copies for furnishing the supplies or service in the Schedule will be received at the place specified in Item 8 until 2:00 p. m. local time 16 AUG 2017 (Hour) (Date) CAUTION – LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR

INFORMATION

CALL ►

A. NAME B. TELEPHONE (NO COLLECT CALLS) C. E-MAIL ADDRESS

AREA CODE NUMBER EXT

Heather Clough 215 737 - 4140 Heather.Clough @dla.mil

11. TABLE OF CONTENTS

(X) SEC. DESCRIPTION PAGE(S) (X) SEC. DESCRIPTION PAGE(S)

PART I – THE SCHEDULE PART II – CONTRACT CLAUSES

X A SOLICITATION/CONTRACT FORM X I CONTRACT CLAUSES

X B SUPPLIES OR SERVICES AND PRICES/COSTS PART III – LIST OF DOCUMENTS, ESHIBITS ANDOTHER ATTACH.

X C DESCRIPTION/SPECS./WORK STATEMENT X J LIST OF ATTACHMENT

X D PACKAGING AND MARKING PART IV – REPRESENTATIONS AND INSTRUCTIONS

X E INSPECTION AND ACCEPTANCE

K

REPRESENTATIONS, CERTIFICATIONS AND OTHER

STATEMENTS OF OFFERORS

X F DELIVERIES OR PERFORMANCE X

X G CONTRACT ADMINISTRATION DATA X L INSTRS.,CONDS., AND NOTICES TO OFFERORS

X H SPECIAL CONTRACT REQUIREMENTS X M EVALUATION FACTORS FOR AWARD

OFFER (Must be fully completed by offeror) NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s) within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT 10 CALENDAR DAYS (%) 20 CALENDAR DAYS (%) 30 CALENDAR DAYS(%) CALENDAR DAYS(%)

(See Section I, Clause No. 52.232-8) ►

14. ACKNOWLEDGEMENT OF AMEND-

MENTS (The offeror acknowledges receipt of amendments to the SOLICITATION for offerors and related documents numbered and dated):

AMENDMENT NO. DATE AMENDMENT NO. DATE

15A. NAME AND

ADDRESS

OF OFFEROR

CODE FACILITY 16. NAME AND TITLE OF PERSON AUTHORIZED TO SIGN OFFER

(Type or Print)

15B. TELEPHONE NUMBER 15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE – ENTER SUCH

ADDRESS IN SCHEDULE.

17. SIGNATURE 18.OFFER DATE

AREA

CODE NUMBER EXT

AWARD (To be completed by Government)

19.ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL ANDOPEN COMPETITION: 23. SUBMIT INVOICES TO ADDRESS SHOWN

IN(4 copies unless otherwise specified)

ITEM

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( )

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28.AWARD DATE

(Signature of Contracting Officer) IMPORTANT – Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 33 (REV 9-97)

TABLE OF CONTENTS

PART I - THE SCHEDULE

SECTION A – SOLICITATION/CONTRACT FORM

A01 - NOTICE TO OFFERORS – REQUIREMENTS CONTRACT

A02 - TYPE OF CONTRACT – REQUIREMENTS CONTRACT

SECTION B - SUPPLIES/SERVICES AND PRICES

B01 - SUPPLIES AND EFFORT TO BE ORDERED (“Schedule Sheet”)

B02 - FUNDING

B03 - PLACING AND PROCESSING ORDERS

B04 - OBLIGATION OF CONTRACTOR

SECTION C – SPECIFICATIONS

C01 – STATEMENT OF WORK

C02- SUBSTITUTIONS FOR MILITARY OR FEDERAL SPECIFICATIONS AND STANDARDS

SECTION D - PACKAGING AND MARKING

D01 - PACKAGING AND MARKING REQUIREMENTS

D02 - DFARS 252.211-7003 ITEM IDENTIFICATION AND VALUATION (JUNE

2005) INCORPORATED BY REFERENCE

D03 - RADIO FREQUENCY IDENTIFICATION

D04 - PRESERVATION, PACKING AND MARKING

SECTION E - INSPECTION AND ACCEPTANCE

E01 - INSPECTION OF SUPPLIES - FIXED-PRICE

E02 - RESPONSIBILITY FOR SUPPLIES

E03 - HIGHER-LEVEL CONTRACT QUALITY REQUIREMENT INSPECTION SYSTEM

E04 - INSPECTION AND ACCEPTANCE AT ORIGIN

E05- CERTIFICATE OF CONFORMANCE

E06 – INSPECTION AND ACCEPTANCE AT DESTINATION

E07 – SOURCE INSPECTED SUPPLIES

E08 – NON-SOURCE INSPECTED SUPPLIERS

E09 – QUALITY PROVISIONS

E10 – LOCATION FOR INSPECTION AND ACCEPTANCE

E11 – 52.211-9022 SUPERSEDED PART-NUMBERED ITEMS (NOV 2011) DLAD

E12 – 52.246-01 CONTRACTOR INSPECTION REQUIREMENT (APR 1984) FAR

E13 – RESERVED

E14 – 52.246-9008 INSPECTION AND ACCEPTANCE AT ORIGIN (NOV 2011) DLAD

SECTION F - DELIVERY OR PERFORMANCE

F01 – CLAUSES INCORPORATED BY REFERENCE

F02 – DELIVERY

F03 – Time of Delivery for Sole Source Acquisitions

F04 – 52.211-16 VARIATION IN QUANTITY (APR 1984) FAR

F05 – 52.247-52 CLEARANCE AND DOCUMENTATION REQUIREMENTS - SHIPMENTS TO

DOD AIR OR WATER TERMINAL TRANSSHIPMENT POINTS (FEB 2006) FAR

F06 – 52.247-55 F.O.B. POINT FOR DELIVERY OF GOVERNMENT FURNISHED PROPERTY

(JUN 2003) FAR

F07 – 52.247-58 LOADING, BLOCKING, AND BRACING OF FREIGHT CAR SHIPMENTS (APR

1984) FAR

F08 – 52.247-59 F.O.B. ORIGIN - CARLOAD AND TRUCKLOAD SHIPMENTS (APR 1984) FAR

F09 – 52.247-65 F.O.B. ORIGIN, PREPAID FREIGHT - SMALL PACKAGE SHIPMENTS (JAN

1991) FAR

F10 – 52.247-9011 VENDOR SHIPMENT MODULE (VSM) (NOV 2011) DLAD

F11 – 52.247-9034 POINT OF CONTACT FOR TRANSPORTATION INSTRUCTIONS (JUN 2013)

DLAD

F12 – 52.247-9036 SHIPPING INSTRUCTIONS (EXPORT) (NOV 2011)

F13 – 52.247-9037 TRANSSHIPMENT OF MATERIAL THROUGH DLA CONTAINERIZATION

AND CONSOLIDATION POINTS (CCP) (NOV 2011) DLAD

F14 – 52.247-9038 SHIPPING INSTRUCTION FOR DLA DIRECT ACQUISITIONS (NOV 2011)

DLAD

F15 – 52.247-9056 ADDENDUM TO FAR 52.247-29 FREE ON CONTRACTRD (F.O.B.) ORIGIN

(SEP 2012) DLAD

SECTION G - CONTRACT ADMINISTRATION

G01 - CONTRACT ADMINISTRATION

G02 – WIDE AREA WORKFLOW PAYMENT INSTRUCTIONS

G03 – CONTRACTING ORDERING ACTIVITY

G04 – CONTRACTOR ACTIVITY

G05 – CONTRACTING ORDERING ACTIVITY

SECTION H - SPECIAL PROVISIONS

H01 - OPTION

H02 – DEMAND BANDS

H03 - TRANSITION

H04 - EXIT PHASE

H05 - ASSIGNMENT OF CLAIMS

H06 – ADDITION/DELETION OF ITEMS

H07 – TITLE TRANSFER OF PB MATERIAL (CLIN 0001)

H08 – DATA (RESERVED)

H09- UNPLANNED/UNPRICED

H10 – EXCUSABLE DELAYS

H11 – WARRANTY

H12 – PRODUCTION SYNERGIES

H13 – METHOD OF PAYMENT

H14 - ECONOMIC PRICE ADJUSTMENT

H15 – FAR 52.215-18 REVERSION OR ADJUSTMENT OF PLANS FOR POSTRETIREMENT

BENEFITS (PRB) OTHER THAN PENSIONS (JULY 2005) MODIFIED

H16 – SPECIAL PROVISION

H-17 – CONFORMED CONTRACT

H18 – EARNED VALUE MANAGEMENT

H19 - PERFORMANCE BASED SUPPORT INCENTIVE PRICE REVISIONS

H20 - 52.247-9059 F.O.B. ORIGIN, GOVERNMENT ARRANGED TRANSPORTATION (OCT 2013)

H21 – WARRANTY -

H22 – CONTRACTOR’S DRAWINGS

H23 – RESERVED

H24 – USE OF GOVERNMENT PROPERTY

H25 – EDI ORDER PRECEDENCE

H26 – FIRST ARTICLE TESTING

H27 – PRICE PENDING H-Clause

H28 – PART CONFIGURATION

H29 – PERIOD OF PERFORMANCE

PART II - CONTRACT CLAUSES

SECTION I - CONTRACT CLAUSES

I01 - CLAUSES INCORPORATED BY REFERENCE

I02 - NOTIFICATION OF OWNERSHIP CHANGES

I03 - OZONE DEPLETING SUBSTANCES

I04 - GOVERNMENT PROPERTY

I05- Notification of Subcontracting Plan

I05(B) - SMALL BUSINESS SUBCONTRACTING PLAN (DOD CONTRACTS)(DEVIATION)

I06- CONFIGURATION MANAGEMENT

I07 - POST AWARD SMALL BUSINESS PROGRAM REREPRESENTATIONS

I08- ORDERING OFFICERS UNDER THE CONTRACT

PART III - LIST OF DOCUMENTS, EXHIBITS and OTHER ATTACHMENTS

SECTION J - LIST OF ATTACHMENTS

ATTACHMENT 1 - V-22 DEPOT SUPPORT CONSUMABLE MATERIAL NIIN LIST

ATTACHMENT 1A- PRICED

ATTACHMENT 1B - UNPRICED

ATTACHMENT 1C – UNPLANNED/UNPRICED

ATTACHMENT 2 - V-22 STOCK NIIN ACQUISITION LIST

ATTACHMENT 3 - GOVERNMENT STARTING INVENTORY

ATTACHMENT 4 - V-22 COI METRICS PLAN

ATTACHMENT 5 - V-22 INTERFACE CONTROL DOCUMENT ICD

ATTACHMENT 6 - TRANSITION PLAN

ATTACHMENT 7 - LISTING OF REVISED RETAIL SETTINGS

ATTACHMENT 8 - LIST OF GOVERNMENT TOOLING

ATTACHMENT 9 – CSI

ATTACHMENT 10 – PLACE OF INSPECTION

ATTACHMENT 11- EARNED VALUE

PART IV - REPRESENTATIONS and OTHER INSTRUCTIONS

SECTION K – REPRESENTATIONS, CERTIFICATIONS AND OTHER STATEMENTS OF OFFEROR

K01 - CLAUSES INCORPORATED BY REFERENCE

K02 - ANNUAL REPRESENTATIONS AND CERTIFICATIONS

K03 - ECONOMIC PURCHASE QUANTITY—SUPPLIES

K04 - COST ACCOUNTING STANDARDS NOTICES AND CERTIFICATION

K05 - PROPOSAL DISCLOSURE--COST ACCOUNTING PRACTICE CHANGES

K06 - DISCLOSURE OF OWNERSHIP OR CONTROL BY A FOREIGN GOVERNMENT

K07 - IDENTIFICATION OF SOURCES OF SUPPLY

K08 - HAZARD WARNING LABELS

K09 - BUY AMERICAN ACT-BALANCE OF PAYMENTS PROGRAM CERTIFICATE

K10 - BUY AMERICAN ACT--FREE TRADE AGREEMENTS--BALANCE OF PAYMENTS

PROGRAM CERTIFICATE

K11 - REPRESENTATION OF EXTENT OF TRANSPORTATION BY SEA

K12 - GOVERNMENT PROPERTY OFFERED/REQUIRED FOR USE

SECTION L - INSTRUCTIONS, CONDITIONS AND NOTICES TO OFFERORS

L01 - CLAUSES INCORPORATED BY REFERENCE

L02 - NOTICE OF PRIORITY RATING FOR NATIONAL DEFENSE USE

L03 - REQUIREMENTS FOR COST OR PRICING DATA OR INFORMATION OTHER THAN COST

OR PRICING DATA

L04 - CERTIFICATE OF CURRENT COST OR PRICING DATA

L05 - TYPE OF CONTRACT

L06 - SERVICE OF PROTEST

L07 - REPORT OF INTENDED PERFORMANCE OUTSIDE THE UNITED STATES AND CANADA-

SUBMISSION WITH OFFER

L08 - RESTRICTION ON CONTINGENT FEES FOR FOREIGN MILITARY SALES (FMS)

L09 - REQUESTS FOR EQUITABLE ADJUSTMENT

L10 - REVIEW OF AGENCY PROTESTS

L11—PROPOSAL CHECKLIST

SECTION M - EVALUATION FACTORS FOR AWARD

M01 - NO EVALUATION OF TRANSPORTATION COSTS

M02 - EVALUATION

PART I - THE SCHEDULE

SECTION A – SOLICITATION/CONTRACT FORM

A01 - NOTICE TO OFFERORS – REQUIREMENTS CONTRACT

1. This solicitation will ultimately result in Award of a five (5) year Fixed Price Incentive Fee REQUIREMENTS contract with one five (5) year option period. For information explaining how this type of contract works, see the following pages.

2. Prices will be for the items specified on the Schedule Sheet of this Solicitation. Regardless of the date of initial signature, the 10 year period of performance under this contract will not commence until issuance of the first delivery order. Subject to Clause H16, no performance or deliveries shall take place under this contract until DLA and Bell Boeing jointly execute the final, mutually agreed to delivery order/ requirements contract modifications for

CLIN 0001.

One five (5) year BASE period from the date of award. There will be one five (5) year OPTION period to be prced prior to execution of the option.

3. Offerors are requested to provide fixed prices and delivery for CLIN 0001 as contained in this solicitation for the full five year BASE period. The contractor is requested to provide a proposal submission schedule for the remaining items contained in this solicitation. The one five (5) year option period shall be priced prior to execution of the option period per H01 OPTION CLAUSE.

4. All orders placed under the contract shall be issued as Priced Orders. Therefore, offerors are requested to submit fixed prices for each year included in the BASE period.

5. Offerors are requested to propose the most expeditious delivery schedule for each item in each year.

6. Only Approved Sources are Solicited and Eligible for Award.

The subject items require Government Source Approval prior to contract award, as the items are Flight Critical and/or technical data available has not been determined adequate to support acquisition via full and open competition. Only the sourc(s) previously approved by the Government for these items have been solicited. The time required for approval of a new source is normally such that award cannot be delayed pending approval of a new source.

7. In addition to all other terms and conditions of this solicitation, Offerors are cautioned to pay particular attention to the following Clauses, as they contain the provisions and instructions pertaining to REQUIREMENTS Contracts.

FAR 52.216-18 Ordering FAR 52.216-19 Order Limitations

FAR 52.216-21 REQUIREMENTS

FAR 52.247-50 No Evaluation of Transportation Costs

8. FAR 52.247-50 NO EVALUATION OF TRANSPORTATION COSTS (APR 1984)

Costs of transporting supplies to be delivered under this contract will not be an evaluation factor for award.

A02 - TYPE OF CONTRACT - REQUIREMENTS CONTRACT

FAR 52.216-21 REQUIREMENTS (OCT 1995)

(a) This is a REQUIREMENTS CONTRACT for the supplies or services specified, and effective for the period stated, in the Schedule. The quantities of supplies or services specified in the Schedule are estimates only and are not purchased by this contract. Except as this contract may otherwise provide, if the Government's requirements do not result in orders in the quantities described as "estimated'' or "maximum" in the Schedule, that fact shall not constitute the basis for an equitable price adjustment.

(b) Delivery or performance shall be made only as authorized by orders issued in accordance with the Ordering clause. Subject to any limitations in the Delivery-Order Limitations Clause or elsewhere in this contract, the Contractor shall furnish to the Government all supplies or services specified in the Schedule and called for by orders issued in accordance with the Ordering clause. The Government may issue orders requiring delivery to multiple destinations.

(c) Except as this contract otherwise provides, the Government shall order from the Contractor all the supplies or services specified in the Schedule that are required to be purchased by the Government activity or activities specified in the Schedule.

(d) The Government is not required to purchase from the Contractor requirements in excess of any limit on total orders under this contract.

(e) If the Government urgently requires delivery of any quantity of an item before the earliest date that delivery may be specified under this contract, and if the Contractor will not accept an order providing for the accelerated delivery, the Government may acquire the urgently required goods or services from another source.

(f) Any order issued during the effective period of this contract and not completed within that period shall be completed by the Contractor within the time specified in the order. The contract shall govern the Contractor's and Government's rights and obligations with respect to that order to the same extent as if the order were completed during the contract's effective period; provided, that the Contractor shall not be required to make any deliveries under this contract after 365 days after the date of the last order placed during the effective period of the contract.

SECTION B01 – SUPPLIES OR SERVICES AND PRICES

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE TOTAL AMOUNT

0001 PERFORMANCE BASED SUPPORT OF ITEMS

NOTED IN ATTACHMENT 1

0002 UNPLANNED UNPRICED

0003 STOCK ITEMS

0004 CONTRACT DATA LINE ITEMS***

***NOT SEPARATELY PRICED

SEE SECTION C, STATEMENT OF WORK, FOR A DESCRIPTION OF THESE LINE ITEMS

B02 – FUNDING

(a) For CLIN 0001, Performance Based Support base period is one five (5) year base period from the date of award and the contract type is Fixed Price Incentive Fee with performance measurements. This five year base ordering period may be extended by execution of the provisions set forth in the H01 option clause.

(b) For the base period, DLA will issue delivery orders for the purpose of providing annual funding in the amount specified in the below table. Performance Based Scope and the funding and associated monthly billing schedule will be delineated on the respective delivery orders and/or delivery order modifications.

CLIN Period 1 Period 2 Period 3 Period 4 Period 5

0001 $TBD $TBD $TBD $TBD $TBD

(c) Payment terms of the monthly billing schedule will be as per Section G Contract Administration and H-13

Method of Payment.

B03 - PLACING AND PROCESSING ORDERS

ORDERING FAR 52.216-18 (OCT 1995)

(a) Any supplies and services to be furnished under this contract shall be ordered by issuance of Delivery Orders or Task Orders by the individuals or activities designated in the Schedule. Such orders may be issued from the effective date of this contract through the expiration date of the contract.

(b) All Delivery Orders or Task Orders are subject to the terms and conditions of this Contract.

In the event of conflict between a Delivery Order or Task Order and this contract, the Contract shall control.

(c) If mailed, a Delivery Order or Task Order is considered "issued" when the Government deposits the Order in the mail. Orders may be issued orally, by facsimile, or by Electronic Commerce methods, only if authorized in the Schedule.

ORDER LIMITATIONS FAR 52.216-19 (OCT 1995)

(A) MINIMUM ORDER: When the Government requires supplies or services covered by this contract in quantities less than (SEE BELOW), the Government is not obligated to purchase, nor is the Contractor obligated to furnish, those supplies or services under this contract.

(B) MAXIMUM ORDER: The Contractor is not obligated to honor--

(1) Any order for a single item in excess of (SEE BELOW)

(2) Any order for a combination of items in excess of (N/A); or

(3) A series of orders from the same ordering office within 30 days that together call for quantities exceeding the limitation in subparagraph (1) above.

(C) If this is a requirements contract (i.e., includes the Requirements Clause Far 52.216-21 of the Federal Acquisition Regulations), the Government is not required to order a part of any one requirement from the Contractor if that requirement exceeds the maximum-order limitations in paragraph (b) above.

(D) Notwithstanding paragraphs (b) and (c) above, the Contractor shall honor any order exceeding the maximum order limitations in paragraph (b), unless that order (or orders) is returned to the ordering office within 15 days after issuance, with written notice stating the Contractor's intent not to ship the item (or items) called for and the reasons.

Upon receiving this notice, the Government may acquire the supplies or services from another source.

ITEM YEAR MINIMUM ORDER QUANTITY MAXIMUM ORDER QUANTITY

There is NO TOTAL QUANTITY MIN/MAX and NO LIMIT on number of orders to be issued.

1. AUTHORIZED ORDERING ACTIVITY

The Authorized Ordering Activities under the contract shall be the DEFENSE LOGISTICS AGENCY AVIATION. The Procuring Contracting Officer (PCO) shall place orders under this contract in the manner provided elsewhere herein.

2. FORM AND CONTENT OF ORDERS

Orders issued under this Contract shall be in writing and prepared on DD Form 1155.

However, if an EXIGENCY so demands, orders may be issued via electronic transmission (e.g. FAX) and will be confirmed by DD Form 1155 as soon as practicable thereafter, and will bear the notation "CONFIRMING ORDER".

In addition, in all cases, each DD Form 1155 order shall include the following:

a. Contract number and order number, effective date of order, and appropriate reference to this contract.

b. Citation of the negotiation authority pursuant to which the order is negotiated.

c. Description of supplies to be procured including item number, nomenclature, part number, national stock number, quantity, delivery schedule, unit and extended price.

d. Where appropriate, special instructions regarding shipping, place of inspection and delivery, and DoD priority designation.

e. Applicable appropriation and accounting data, packing/packaging instructions, and special invoicing instructions, if applicable.

f. Applicable DO Rating certified under DMS Regulation No. 1.

B04 OBLIGATIONS OF CONTRACTOR

a. The Contractor shall, except as specified in paragraph b below, proceed to perform each Priced Order issued under the contract immediately upon receipt.

b. The contractor shall not proceed if:

(1) Any order for which any of the representations or certification set forth by the Contractor in this contract cannot also be made by the Contractor in regards to any such order.

c. Performance is otherwise excused by H10 – EXCUSABLE DELAYS

SECTION C – DESCRIPTIONS AND SPECIFICATIONS

C01 - S TATEMENT OF WORK (SOW)

1.0 Introduction and Scope

This Statement of Work (SOW) defines the responsibilities of The Bell Boeing Joint Project Office (Bell Boeing), hereinafter referred to as “the Contractor”, and the Defense Logistics Agency (DLA) as associated with the establishment and operation of a performance based material support contract. The requirements will flow to the Contractor in the following phases: (1) selected sole source consumables and new depot and field level repairables

(2) Consumable Material for Depot Maintenance Support of PMI 1& 2 and In Service Repair, (3) Consumable Material for Organizational and Intermediate Maintenance Support and, (4) Repair of Repairables. The sequencing of the will be dependent on the requirements of the Government. The establishment and execution of a DLA/Bell Boeing partnership entails a world-wide performance based support strategy that stresses speed and material responsiveness in order to provide flexible, timely, and cost effective support to the end user.

2.0 General Activity Requirements

2.1 Program Management

The Contractor’s Program Management function will oversee program activities, provide a single Point of Contact with the Government, schedule and chair Customer meetings, and ensure contract requirements are fulfilled.

2.2 Government Responsibilities

2.2.1 Procuring Contracting Officer (PCO) and Integrated Support Team (IST) The Government shall assign a Procuring Contracting Officer (PCO) and Integrated Support Team (IST) Team Lead to be the primary points of contact to the Contractor’s Program Manager. All contract changes shall be made via the PCO.

2.2.2 Contract Management Team (CMT) Contract Management Team (CMT) is a team that will include individuals from DLA, the Contractor, and Industrial sites. The CMT will work through a variety of contract issues to include forecast collaboration shortfalls, system integration/execution challenges, emergent requirements, and requisition challenges as outlined in the Attachment 4, V-22 COI Metrics Plan, metric exclusion requests, Inventory Management and Stock Positioning (IMSP) system settings, and other issues that require a teamed based approach to resolution. Both parties agree to adequately staff the CMT with the appropriate level of personnel both in numbers and experience base to effectively carry out the required tasks. The CMT will meet weekly but the Government and the Contractor may jointly agree to reduce the occurrence of the meetings as the program and execution matures.

2.2.3 Electronic Data Interchange (EDI) The Government shall provide a direct electronic data exchange for requisition processing and requisition status with The Contractor from Government systems to support execution of program requirements at contract award, and throughout the period of performance.

2.2.4 Government Furnished Data Near real-time data elements required for material support are specified in Contract Clause H08.

2.2.5 Export/Import Licensing Export/Import licensing shall be a Government responsibility.

2.3 Contractor Responsibilities

The Contractor shall be responsible for ensuring the Government has the ability to view the following information for all material on contract:

1. National Stock Number (NSN)

2. Part Number (P/N)

3. Quantity Ordered

4. MILSTRIP Requisition Number

5. Requisition Priority Designator

6. Requisition Receipt Date

7. Requisition Status (including partial shipments)

8. Requisition Completion Date

Contractor shall provide visibility of contractor owned material, to include on-hand, due-in and backordered inventory status, relative to contract execution. The data shall be accessible to the Government via a WEB based system and the Contractor shall provide a weekly updated inventory position (Excel Format preferred).

The Contractor shall ensure that U.S. Government data is not releasable to and may not be accessed by foreign customers. Additionally, data on Foreign Military Sales (FMS) requirements for NIINs supported by this contract is not releasable to and may not be accessed by other foreign customers. However, all FMS customer data for NIINs supported by this contract is releasable to and may be accessed by the U.S. Government.

2.4 Performance Review Boards

Performance Review Boards (PRBs) will be held semi-annually at DLA Philadelphia to monitor and assess Contractor performance, to coordinate responses, and foster solutions to problems encountered during the contract period of performance. The reviews shall provide the Government with the Contractor’s progress and performance on all tasks defined in this SOW. Meeting slides and post meeting minutes for these reviews shall be submitted in Contractor’s format. These PRBs are in addition to the functions required for administration of this contract.

During the review, the Contractor shall provide status on the following elements if applicable:

• Program overview including integrated program cost and schedule;

• Incentive/Performance metric performance (Global MA, Depot Order Fill Rate, Backorders and Full Kit

Date);

• Quality Assurance;

• Obsolescence;

• Potential/Recommended Reliability/Readiness Improvements and ECPs;

• Recommended Market Basket Additions;

• 1C Market Basket Items; Negations, Additions, Status, individual NSN issues

• Requisitions placed in “BD” status;

• IMSP/Depot issues;

• Production issues affecting deliveries,

• Demand Band performance;

• Contractor/Sub Contractor, Depot or customer issues;

• Previous PRB open action items/new action items;

• other issues/concerns.

2.5 Small Business Support Requirements

Per the BBCOI Contract, the Contractor is required to achieve the small business goals as stated in the annual individual small business subcontracting plan for V-22 Support. These goals shall apply to the V-22 Support. If the Contractor does not meet the overall small business goal under V-22 Support, there will be a decrement applied to the total amount that should be subcontracted to small business under V-22 Support, as stated in the annual individual small business subcontracting plan for V-22 Support (See below for examples) . The decrements shall be applied as a de-obligation on the current year’s period of performance for the V-22 at the time of annual reconciliation. See below for example.

Note: The small business subcontracting goals are stated in the individual annual corporate subcontracting plan released by the Contractor for V-22 Support. The Contractor is required to allocate an agreed upon percentage of total subcontracting dollars to small business. For example, if the small business goals under the individual subcontracting plan state a total overall goal of 65% of subcontracted dollars going to small business, the Contractor is required under the V-22 Support to achieve 100% of the small business goal. See table below for goals and decrements.

Percentage of Small Business Goal Achieved Percentage Decremented

99.99-95% 1%

94.99-90% 2%

89.99-85% 3%

84.99-80% 4%

79.99% and below 5%

Note: Percentage Decremented to be negotiated at a later date, numbers are for example purposes.

A decrement will only be applied if the Contractor achieves a goal of 99.99% or less of the small business goals under the subcontracting goal. Any decrement shall be applied against the small business amount required to meet the goal under the subcontracting plan.

Note: The Procurement Center Representative (PCR) shall be involved at the time of negotiations regarding small business goals and evaluation of small business participation.

Example 1:

If the total annual subcontracted dollars are $1,000,000.00 and the overall small business goal is 65%, the total amount required to be subcontracted to small business is $650,000.00 for the year. If the Contractor subcontracted at least $650,000.00 or more to small business, no decrement shall be applied

Example 2:

If, however, the Contractor achieves 94.21% of subcontracting goal, the decrements shall be applied as follows: If the total annual subcontracted dollars are $1,000,000.00 and the overall small business goal is 65%, the total amount required to be subcontracted to small business is $650,000.00 for the year. If the Contractor subcontracts $612,365.00 to small business ($612,365.00 actuals /$650,000.00 required = 94.21%), then the Contractor shall be decremented by 2%:

$650,000.00 x 2% = $13,000.00 owed to the Government at the time of reconciliation.

Example 3:

If, however, the Contractor achieves 73.23% of subcontracting goal, the decrements shall be applied as follows: If the total annual subcontracted dollars is $1,000,000.00 and the overall small business goal is 65%, the total amount required to be subcontracted to small business is $650,000.00 for the year. If the Contractor subcontracts $475,995.00 to small business ($475,995.00 actuals /$650,000.00 required = 73.23%), then the Contractor shall be decremented by 5%:

$650,000.00 x 5% = $32,500.00 owed to the Government at the time of reconciliation.

2.6 Facilities and Infrastructure Requirements: Reserved

(detailed requirements to be identified in Attachment 6 Transition Plan)

3.0 Material Support Requirements

3.1 Material Item Additions and Deletions

3.1.1 Item Additions Items may be added to this contract by a bilateral contract modification in accordance with the changes clause (FAR 52.243-1), as described below but not limited to:

1. Items that become sole source to the Contractor after award, even though alternate sources existed prior to award

2. Items that are newly developed by the Contractor

3. Replacements for obsolete/DMS items

4. Items that are identified during supportability reviews and unplanned unpriced items that have a direct impact to improving the platform’s; depot, intermediate or organizational maintenance events.

3.1.2 Item Deletions The following classes of items may be canceled and deleted from the contract by a bilateral contract modification in accordance with the changes clause (FAR 52.243-1) to a delivery order and/or to the requirements contract but not limited to:

1. Obsolete items

2. Diminishing Manufacturing Source (DMS) items

3. Unfunded Government tooling.

4. Special Metal Items. Reserved

5. Configuration changes as a result of forced retrofit that are not compatible for use with updated configuration.

3.2 Critical Safety Items

The parties have not conducted a joint review of items contained within the V -22 aircraft baseline under this contract to determine which items meet the definition of DFARS 252.209-7010(a). Once performed, such review will result in a list of items to be set forth on this attachment which will be subject to the requirements of DFARS 252.209-7010. The performance of such review and any other non-recurring or recurring impacts is not included in the negotiated prices set forth in orders will be made via a bi-laterally executed modification to said BOA.

Regarding Critical Application Item designation, Bell Boeing only recognize items as flight safety / critical safety item parts that are contracted under the CM plan. Any other parts contracted that the Government deems as flight safety / critical safety item shall include the following statement within the issued delivery order: "Exception:

Flight Safety Critical Aircraft part / Critical Safety Item designation for this part is for DoD management only.

There are no additional manufacturing or inspection requirements imposed on the contractor based upon this designation."

3.2.1 First Article Testing (FAT) Reserved.

3.3 Transportation

The shipping terms are FOB Origin. The Contractor or its suppliers shall utilize Vendor Shipment Mode (VSM) or any follow-on government system/process for all customer delivery orders/requisitions. Impacts due to a change from the VSM system are subject to an equitable adjustment. The Contractor or its suppliers shall establish a VSM profile at the following website: https://vsm.distirbution.dla.mil/net/secure_default.aspx. Any questions with establishing an account should be directed to DLA Distribution VSM personnel at 1.800.456.5507 or delivery@dla.mil. When material is ready for release, the Contractor or its suppliers will select the applicable delivery order/requisition in VSM, and input shipment characteristics and shipping date. The carrier details will be provided once the aforementioned inputs are made. If VSM is not available, the Contractor or its suppliers shall contact DCMA and DCMA shall provide authorization, instructions, and Government Transportation Accounting Codes (TAC) or equivalent to utilize commercial transportation channels and existing guaranteed traffic contracts for freight shipment. If DCMA is not available, the Contractor or its suppliers shall contact DLA Distribution mailto:delivery@dla.mil personnel at 1.800.456.5507 or delivery@dla.mil and DLA shall provide authorization, instructions, and Government Transportation Accounting Codes (TAC) or equivalent to utilize commercial transportation channels and existing guaranteed traffic contracts for freight shipment. If these methods fail to resolve the shipping requirements, the Contractor may contact the PCO for further direction. Metric/schedule relief shall be granted for any instance where VSM or any follow-on system/process is unavailable and causes a delay in the delivery of a part.

Regardless of the mode of transportation, DLA shall be responsible for all transportation costs.

3.4 Foreign Military Sales Transportation

The shipping terms are FOB Origin. The Contractor shall perform the necessary supply chain management functions to support FMS customers. Transportation instructions will be included within delivery orders/requisitions. The Contractor is required to conform to Military Assistance Program Address Directory (MAPAD) at the Defense Logistics Manual 4000.25, Volume 6 directions for FMS shipments, to include Special Instruction Indicators, identified by the title, “Country Reps and/or Special Instructions.” Similarly, exceptions found in the MAPAD authorize deviation from normal service procedures. Directions for use of the MAPAD are contained in the directory itself at:

http://www2.dla.mil/j-6/dlmso/elibrary/manuals/dlm/dlm_pubs.asp#v6.

All OCONUS shipments will be directed to a CONUS freight forwarder.

3.5 Packaging

See Section D of the contract.

3.6 Government-Owned Tooling

The decision to rework, repair, or replace worn and/or supply additional tooling (including tooling that is determined to be missing) is the sole responsibility of the Government unless there is willful misconduct on the part of the Contractor. Any rework and/or additional tooling effort shall be ordered and funded separately under this contract.

The Contractor has the right to advise the Government when Government owned tooling (either pulled from Government storage or resident at the Contractor facility or one of its components or suppliers) requires re-work and/or re-manufacture due to the tooling being in a condition that will not support the part manufacture, and Bell Boeing shall have no responsibility for such costs.

The Contractor shall include any tooling impacts under a separate proposal. A modification(s) shall then be issued to incorporate the mutually agreed upon price, revised delivery schedule, and/or metric relief. Costs associated with the transportation and set-up of the tooling from a storage location to the required destination shall be the responsibility of the Government. Any price and delivery impact associated with rework, repair, or manufacturing effort shall be addressed through a separate proposal process and be ordered and funded solely at DLA's discretion.

Should the Government elect not to release a tool or authorize tool rework and/or manufacture, the Contractor reserves the right to advise the Government of any items that cannot be manufactured and the Government shall be responsible for termination costs associated with the cancellation.

If the Contractor incurs a delay attributable to Government furnished tooling including authorization and funding delays, tooling release, or rework and/or manufacture, the Contractor shall be entitled to corresponding price, schedule, and metric relief. In this context, a delay is defined as the period of time that will prevent the Contractor from achieving its metric on the Government's requisition or meet the contract delivery schedule. In accordance with FAR clause 52.245-1, Government Furnished Tooling (Contractor on hand and required) is provided in Attachment 8. Additional tooling may be required on a case by case basis and will be requested as these needs become known.

3.7 Diminishing Manufacturing Sources (DMS) / Obsolescence

If the Contractor becomes aware of DMS/obsolescence issues, notification shall be provided to the Government.

DMS/Obsolescence is defined as the loss or impending loss of an item’s manufacturer or supplier, lack of material availability, lack of item availability due to process changes, or new design incorporation that replaces current items required by DoD activities for systems support.

Development and implementation of solutions for DMS/Obsolescence issues (such as life-of-type procurement, design changes, and maintenance concept changes) shall be authorized and funded by the Government via separate mailto:delivery@dla.mil http://www2.dla.mil/j-http://www2.dla.mil/j-contract actions. While the Government is determining a course of action, the Contractor shall fulfill requisitions for parts with DMS/Obsolescence issues while inventory is available. Once inventory is exhausted, the Contractor shall have no further obligations under the Contract with respect to the DMS/obsolete item and/or the end item deliverable. The parties will mutually agree on the disposition of existing orders or requisitions for this material.

3.8 Reliability Improvements

The Contractor May identify high failure rate/high demand items driving increased spare demands to the Contract Management Team (CMT). In collaboration with DLA, the listing will be coordinated with the affected Services and platform(s) to determine and prioritize improvement opportunities. It is at the Contractor’s discretion to pursue U.S. Government approval of recommended configuration changes. Any cost/price impacts shall be subject to a bilateral contract modification.

3.9 Configuration Management

The Government will maintain configuration control and change authority for all Class I ECPs which includes, but is not limited to, modifications or changes affecting form, fit, function, or interface parameters of the contracted NIINs/Part Numbers (P/N). The Contractor shall maintain all functions of configuration management applicable to this contract in accordance with the latest contracted revision to the V-22 Configuration Management Plan (CMP) Document Number 901-989-052.

If the Contractor has an ECP pending with another Government activity or has an approved ECP that the Contractor proposes to incorporate under this contract, the Contractor shall notify the PCO of the status of the ECP and provide a copy of the ECP submission. Any such Class I ECP, however, will not be effective on this contract until incorporated by a bilateral modification to this contract.

All costs associated with Contractor-initiated configuration Class II ECPs shall be made and incorporated under a separate contract.

3.10 Performance Based Logistics

The Contractor shall manage the program utilizing proven Supply Chain Management (SCM) methodologies in use across the enterprise in the execution of this contract. This will include order processing, warehousing, packaging, and transportation preparation. The Contractor will also apply demand planning and forecasting, asset management, information technology, and program management expertise as necessary to meet the performance metrics.

Notwithstanding any material availability metric rate agreement, the contractor is responsible for delivering 100% of the requisitions which originated and were received during the Period of Performance and pre-contract backorders as identified in Attachment 1.

Fleet requisitions, including unfilled requisitions (backorders), shall be satisfied in the order of the highest priority, then earliest Julian date of requisition, as required by the Uniform Material Movement and Issue Priority System (UMMIPS) OPNAV Instruction 4614.1 (latest revision).

3.10.1 Supply Chain Management The Contractor will utilize the following capabilities to support the scope of this effort.

3.10.1.1 Demand Forecasting Demand forecasting is performed for the items specified in Attachment 1.

3.10.1.2 Asset Management Consistent with the terms and conditions of the contract, the Contractor shall be responsible for ensuring material is on-hand to meet the Material Availability (MA) performance metrics. Asset management tasks include tactical forecasting, ordering of replenishment material, authorizing release of material to satisfy valid Customer requirements, and redistribution of material within the Contractor-controlled supply chain network.

3.10.1.3 Performance Based Items Planning Assumptions Performance Based demand planning and forecasting will be bound by the Demand Bands specified in Contract Clause H02. DLA shall assist the Contractor in collaborating with the Services in order to develop a forecast inclusive of events not reflected in historical demand patterns.

3.10.1.4 Attrition of Government Material and Contractor Assumption of Responsibility Attachment 3 identifies the Government starting inventory position (On-hand and Due-ins) as agreed upon by both the Government and the Contractor at the time of the contract award.

DLA shall provide inventory, demand, and backorder position data required to allow the Contractor to monitor attrition and fill requisitions and/or orders in accordance with H08

DLA sourcing logic will identify and utilize DLA unprotected on hand material to satisfy requisitions prior to sourcing (sending) requisitions to Bell-Boeing.

The Contractor shall be entitled to an equitable adjustment when the DLA inventory position (defined in Attachment

3) is not utilized to fulfill requisitions during the period of performance of the contract and/or at the completion of the contract and the Contractor was required to procure additional inventory. In such cases, the Contractor will submit a proposal with cost or pricing data as applicable to address deficient levels of the DLA starting inventory.

The proposal preparation costs of preparing an equitable adjustment shall be deemed allowable cost and shall be charged directly to the contract.

3.11 Requisition Processing

3.11.1 Requisition Data Exchange Requisition data exchange details can be found in Attachment 5, (DLA Enterprise Performance Based Support Contract Interface Control Document (ICD)).

3.11.2 FMS Requisitions FMS Requisitions will be fulfilled by the contractor based upon the type of FMS requisition per Attachment 4 (Metrics Plan). FMS Requisitions are identified by data elements below provided in accordance with Clause H08:

• “B,D,K,P, or T” in the first position of the requisition number o Planned CLSSA requisitions identified by:

“V” in the sixth position of the requisition number Numeric “1” in record position (RP) 72 of the MILSTRIP requisition o Unplanned CLSSA requisition identified by:

“V” in the sixth position of the requisition number Blank or numeric “2” in record position (RP) 72 of the MILSTRIP requisition o Initial Support and FMS DRP requisition identified by:

No “V” in the sixth position of the requisition number

3.12 Inventory Management and Stock Positioning (IMSP)

The DLA Inventory Management and Stock Positioning program will be supported by the contractor through the development of a plan to review and set appropriate retail settings/levels. DLA’s intent is to ensure the contractor establishes adequate inventory levels to achieve the Depot Order Fill Rate objectives outlined in the contract’s incentive/performance metrics. Specifically, the contractor will be measured on the ability of the Government to issue material from the Defense Depot (DD) and DLA-A Industrial Support Activity (ISA) Industrial Area (IA) stocking points that are collocated with the respective FRC to support local depot material requirements. For V-22 depot support, two separate FRCs are to be supported (FRC-E, and FRC-SW). The contractor will only be measured on NIINs that are identified in the contract. The contractor in coordination with the DLA-A ISAs will have the ability to set inventory levels at the local DLA-A ISA stocking points for material identified in the contract.

4.0 Depot Level Support Requirements

4.1 General Description

This section of the Statement of Work (SOW) defines the tasks the Contractor must perform to satisfy the integrated supply chain management requirements to support the depot maintenance events for V-22 PMIs and In Service Repairs. It is imperative that the Contractor executes a disciplined integrated support approach in order to meet the requirements of this SOW. The Contractor is expected to leverage and synchronize their sustaining engineering expertise with supply chain management in order to increase material availability, reduce work stoppages during maintenance events and ultimately reduce aircraft depot repair flow times.

The Contractor shall work with the various Government repair and supporting organizations, as it deems necessary, to satisfy the requirements of this SOW. The Government will assist the Contractor in establishing agreements and teaming arrangements when appropriate and requested by the Contractor.

4.2 Scalability of Support

The depot support strategy is to be scalable. As additional depot maintenance events, changes to repair specifications and component repair are identified for support, they will be added to the contract via bilateral modification.

4.3 Material Support Requirements

The Contractor will provide all DLA managed material as identified in Attachment 1 (V-22 Depot Support Consumable Material NIIN List) to support V-22 depot maintenance events and global customers. Attachment 1. is further segregated into 3 subcategories as outlined below:

• Attachment 1A – Priced Material

• Attachment 1B – Unpriced Material (if required)

• Attachment 1C – Unplanned/Unpriced Material

Attachment 1A material will be priced and subject to the metrics outlined in the V-22 Metrics Plan Attachment 4.

The material identified in Attachment 1A will be required to support global demand including FMS, paragraph

3.11.2 applies, support multiple locations for V-22 maintenance events which are performed at Navy FRCs and field locations.

Attachment 1B is material that will be unpriced and only subject to the V-22 Metrics Plan “Full Kit Date” metric, Attachment 4. The contractor is identified as the Government source of supply for this material. Material in Attachment 1B will be procured using the “Unpriced” and Unplanned/Unpriced” CLIN per paragraph 4.4 below via a bilateral modification to the contract.

Attachment 1C will be used to record and track unpriced and unplanned material procured under the “Unpriced and Unplanned/Unpriced” CLIN under a bilateral modification to the contract that is required to support depot maintenance and global customers and is not listed in Attachments 1A or 1B. This material may include DLA managed and Navy service managed consumable material (Local Stock Numbers - LSNs). Only 1C NSN material will be subject to the V-22 Metrics Plan “Full Kit Date” metric, Attachment 4.

4.4 Unpriced and Unplanned / Unpriced CLIN

The material listed in Attachment 1B is defined as “unpriced” and material that will be listed in Attachment 1C is defined as “unplanned/unpriced”. Government requests for the contractor to satisfy material requirements for both Unpriced Material (Attachment 1B) and Unplanned and Unpriced Material (Attachment 1C) which will be funded separately under the Unplanned/Unpriced CLIN. Orders for either Attachments 1B or 1C material are not subject to V-22 Metrics Plan Attachment 4.

The Contractor shall not be required to stock or price the material identified in Attachment 1B (Unpriced Material).

Attachment 1B material is a subset of the material listed in Attachment 1A. Due to the material not experiencing historical demand it is identified as Unpriced Material. The Contractor will be considered DLA’s source of supply for Attachment 1B material and as requested, fill material requirements for DLA customer’s worldwide demand.

The process for executing 1B material orders is outlined in H17 Unpriced and Unplanned/Unpriced Clause.

At the Government’s discretion, the Contractor may also be requested to provide material that is currently unplanned and unpriced. This material may be either DLA or serviced managed (Local Stock Numbers LSNs) and will be listed in Attachment 1C after the material is ordered from the contractor. Attachments 1 and 1C shall be modified as unforeseen requirements surface that were not initially identified at the time of award. NIINs will be added to Attachment 1 and 1C as mutually agreed by both the Government and the Contractor. The process for executing 1C material orders is outlined in H09 Unpriced and Unplanned/Unpriced Clause.

4.5 Access to Government Data/Systems

The Government will provide the Contractor access to information from the data systems listed below within XX days of contract award:

• Navy Depot Management System (NDMS)

• Logistics Information Management System – Enterprise View (LIMS – EV)

• Periodic refreshed demand data

• DLA-Tailored On-hand/Due-in inventory quantity report

• EBS, DSS, CONOPS, Concerto, GDP file, MPTIM

• WEBFLIS

• MAPAD

• ISS-WMS

• V-22 Tech Assist Management Program (VTAMP)

• Select NATEC technical publications and directives

4.6 Material Requirements Filled by the Government

In the event the contractor cannot fill a requirement for material identified in Attachment 1A in time to support…