LCRTFIndustryDayBriefingSlides.pdf

WELCOME TO LCRTF INDUSTRY DAY

UNCLASSIFIED: Distribution A, Approved for Public Release

LCRTF INDUSTRY DAY

June 11, 2015

Jamie Waszak

Army Contracting Command-Warren

Contract Specialist

Industry Day Guidance and Administration

Industry Day Guidance

• Purpose

• To provide potential Offerors with Light Capability Rough Terrain Forklift (LCRTF) program related information

• To improve the development of a formal solicitation

• To promote a Small Business Subcontracting network

• Industry Day is for informational/educational purposes only

• The Government’s intent is to clearly communicate program strategy

• All charts and information is draft and subject to change

Industry Day Agenda

• 0800 Guidance, Administration, and Opening Remarks

• 0820 PM CE/MHE

• 0835 Contracting

• 0935 Small Business

• 0945 Break

• 1000 Engineering

• 1030 Quality

• 1045 Safety

• 1055 Environmental

• 1110 Lunch

• 1210 Logistics

• 1230 Provisioning

• 1245 Publications

• 1315 Packaging

• 1345 Break

• 1400 TMDE/Special Tools

• 1430 New Equipment Training

• 1445 Break/Networking

• 1615 Q & A Session

• 1645 Closing Remarks

Industry Day Administration

• Restroom Facilities

• Emergency Exits

• Breaks (3) & Lunch (1 Hour)

• Lunch Locations:

• Mulligan’s Restaurant

Located on Base 29857 S. Perimeter Rd., Bldg. 570 Harrison Township, MI 48045

• Mama Vicki’s Coney Island 24989 William P. Rosso Hwy.

Macomb, MI 48042

• The Pantry Restaurant 44945 Morley Dr.

Clinton Township, MI 48036

Industry Day Administration

• No Sidebar Conversations

• Question & Answer Session

• Website: https://contracting.tacom.army.mil/majoracq/LCRTF.htm

• Draft Documents (i.e. Purchase Description (PD), Statement of Work (SOW), Request For Proposal (RFP))

• Question and Answers (Q & A)

• Industry Day Briefing Charts

• Mailbox: usarmy.detroit.acc.mbx.wrn-lcrtf@mail.mil

UNCLASSIFIED: Distribution A, Approved for Public Release https://contracting.tacom.army.mil/majoracq/LCRTF.htm mailto:usarmy.detroit.acc.mbx.wrn-lcrtf@mail.mil

Question And Answer (Q & A) Session

• Industry Day Q & A

- No verbal questions will be allowed

- Government will answer as much of Q & A as possible today (Questions submitted prior to Industry Day and on the Index Cards passed out at Registration Check-In)

- Questions received during Industry Day requiring additional review will be answered at a later date

- All Q & A will be posted to the LCRTF website and will serve as the official responses

Opening Remarks

MAJ Thomas Crary III Product Manager CE/MHE (Acting)

Mr. Bryan McVeigh Project Manager Force Projection

LCRTF Industry Day Product Manager Combat Engineer /

Material Handling Equipment

Jeramie Childers Assistant Product Manager (Acting) Lift Team Portfolio

Lift Team Equipment

ATLAS – 10k lbs. Forklift

RTCH – 50k lbs.

Container Handler

ERACC – Engineer Rapid Airfield Construction Capability

– Grade Control System

WWDS – Water Well Drilling System

Vibratory Plate Compactor

Family of All Terrain Cranes

LCRTF – 5-6k lbs.

Forklift

Key Stakeholders

Quarter Master School – Develops the requirements doctrine which identifies needed soldier capabilities.

PdM CE/MHE - Transforms congressional funding into usable assets for the soldier through the Army’s acquisition process. Manages the system through its entire life cycle.

TRADOC – Training and Doctrine Command develops, reviews and approves Army training packages.

CASCOM – Combined Arms Support Command reviews and approves the logistics support package to ensure it is suitable to provide maintenance support to the equipment.

AEC – Army Evaluation Center evaluates the contractor and Government test results to ensure the systems perform as the mission requires.

Organizational Overview

Contracting

• PCO

• Buyer

ILSC – Integrated Logistics Support Center

• Maintenance / Logistics

• Publications

• Packaging

• New Equipment Training

• Fielding

TACOM Safety

Tank Automotive Research Development Engineering Center

• Engineering

• Environmental

• Quality

Product Director Test Measurement Diagnostic Equipment

• Special Tools & Test Equipment

Support Organizations

Support Organizations contain Subject Matter Experts (SME) and provide review and concurrence oversight of contractual deliverable elements in support of Full Material Release (FMR).

Full Material Release Process

Requirements Identified

Contract Awarded

LORA / MA

TM’s

FAT Report

NET

Review / Approval

FM

R

P ackage

D evelo p m en t

Required

Documents

PEO Concurrence / TACOM CG Approval

Answer Three Question:

1. Is the system safe?

2. Is the system suitable?

3. Is the system sustainable?

FMR Approval is required prior to fielding to the soldier. Once achieved, fielding can begin.

Support Organizations

Industry Day

• Commercial vs. Military Acquisition

– Common pit falls

– Cost drivers

• Proposal Development

• Networking

Product Manager Combat Engineer /

Material Handling Equipment

Jeff Kozierowski System Acquisition Manager, Contracting Officer’s Representative

Light Capability Rough Terrain Forklift

• Lift capacity of 5,000 lbs. (threshold); 6,000 lbs. (objective)

• Versatile system, capable of operating in wide range of unit types and environments (including within ISO containers)

• One for one replacement of the legacy 4K fleet

– Fulfills entire range of 4K technical requirements

– Procurement allows for realization of technology improvements

• Estimating procurement of 1,600 systems on this contract

• Fielded to many different unit types:

– Ordnance Ammunition Units, ABCTs, IBCTs, SBCTs, BFSBs, MEBs, Fires, Aviation, Transportation, QM, Maintenance, AMEDD, and SOF

Program Schedule

Scope of Work

• Hardware

• Data

• Meetings and Reviews

• System Engineering

• Logistics/Supportability

• Training

• Item Unique Identification

• System Hand-off

• Warranty

• Storage, Exercise, Care and Maintenance

• Field Service Representatives

Industry Day

• LCRTF team will present their areas of expertise highlighting:

– LCRTF requirements

– Differences between Army requirements and commercial requirements

– Past successes

– Cost drivers

– Proposal development

Agile – Proficient – Trusted UNCLASSIFIED 13 March 2013

CONTRACT STRATEGY

Agile – Proficient – Trusted UNCLASSIFIED: Distribution A, Approved for Public Release 11 JUN 2015

Light Capability Rough Terrain Forklift Industry Day Team Leader : Keith Ahlstrom

Material Handling Equipment/Robotics Contracting Team

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TACOM LCMC Organizational Chart

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• Commercial vs Government Contracting

• Contracting Officer Authority/ Responsibilities

• LCRTF Contract Strategy

• Uniform Contract Code

• Proposals and Exchanges

• Source Selection Process

Contracting Brief Agenda

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• Commercial - Uniform Contract Code (UCC) spend their own money business decisions influenced by free market principles permitted to make any contractual agreements (within the law)

• Government - Federal Acquisition Regulations (FAR) spend taxpayer money business decisions not influenced by free market forces contracts strictly controlled by U.S.C. statutes and FAR regulations

COMMERCIAL / GOVERNMENT CONTRACTS

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• Government Fiscal Law

Anti-Deficiency Act (full funding of money) No one can obligate the Government to make payments for which money has not already been authorized

Purpose Act (colors of money) Money appropriated for one purpose cannot be used for a different purpose

Bona-Fide Needs (timing of money) An appropriation is available for obligation only to fulfill a bona fide need of the period of availability for which it was made

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CONSIDERATION

Definition: Consideration is a government requirement prohibiting the PCO from relinquishing contractual rights without obtaining fair value.

Value for value ( LCRTFs for dollars)

Nothing for free (cannot relax terms of contract without consideration)

Confirms/validates the contractual action

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• Contracting Officer Authority

Enter into contracts

Administer contracts

Terminate contracts

Contracting Officer Authority/Responsibility

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• Contracting Officer Responsibilities ensure all laws, regulations, and approvals have been met ensure sufficient funds are available for obligation ensure contractors receive impartial, fair and equitable treatment request/consider advice of specialists (e.g. law, audit, technical, safety)

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Who Does Represent the PCO

Contract Specialist negotiates contract terms and conditions negotiates price agreements administers contract performance

Is NOT authorized to execute contract actions

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Contracting Officer Representative (COR) Responsibilities/Limitations

Provides technical direction, clarification to contract specifications

Technical liaison between the contractor and PCO

Ensures satisfactory contract performance and timely delivery

Inspects/accepts service and data deliverables

NOT authorized to make any commitments on behalf of Government NOT authorized to modify contract obligations or specifications

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Defense Contract Management Agency (DCMA)

Contract identifies the DCMA office (located near contractor facility) that will provide administrative functions

PCO delegates some administration authority to Administrative Contracting Officer (ACO) (71 delegations listed in FAR 42.302)

Get to know your ACO—they are the “Contracting Officer” for the delegated areas

DCMA performs inspection/acceptance for supply deliverables

DCMA Office is identified in Section A Block 6 of the contract

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Defense Finance Accounting Services (DFAS)

DFAS pays the contractor

DFAS has 30 days to pay after receipt of the contractor’s fully completed invoice

If payment is late, an interest amount is also due to the contractor

DFAS Office is identified in Section A Block 12 of the contract

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Acquisition will be a Full & Open Competition

Full and open competition is proven to be in the Government’s best interest for:

Reducing costs Allow more Small Businesses to win contracts Drive productivity

Promoting competition is a priority within Army Contract Command

Competition in Contracting Act (CICA) DoD’s Better Buying Power

LCRTF CONTRACT STRATEGY

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FAR Part 12 Acquisition of Commercial Items Will be Used

FAR Part 12 is middle ground between the UCC and FAR

Commercial or Non-Developmental Item (NDI) can be procured

Commercial item definition item that is of a type used by the general public for purposes other than governmental purposes, and sold, leased or licensed to the general public, or been offered for sale, lease or license to the general public item that satisfies a criterion above but for minor modifications

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Non-developmental item (NDI) definition

Item developed exclusively at private expense, and

Used exclusively by a Federal agency, or

Used exclusively by a Federal agency with minor modifications

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Contract 5 Years Requirements contract Firm-Fixed Price Supply

Requirement Contract Definition

All ACC LCRTF requirements (priced out 5 years) will be procured exclusively from awardee—by issuance of delivery orders

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Firm-Fixed Price (FFP)

Prices at time of award are final and non-adjustable

Missed proposal cost (non-adjustable)

Forklift Model change (non-adjustable)

For other Government agency regulations

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Options

Government anticipating awarding 5 One Year Options, Fixed-Price

Fixed-Price (FP) Potentially provide for an equitable (up or down) Economic Price

Adjustment (EPA) Price Redetermination—Prospective

Adjustment based on actual labor/ material cost experienced during contract performance

Options, not required to be exercised by ACC Options, to be incrementally exercised by ACC Government has the unilateral right to exercise an option until the acceptance period has expired

LCRTF Contract Strategy

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Further Information on Fixed Price Contracts

Prices are final except:

Upon execution of bilateral modification to incorporate a negotiated equitable adjustment resulting from a unilateral change order issuance in one or more of the following:

Drawings, designs, or specifications (if supplies built to Government drawings, designs, or specifications)

Method of shipment or packing Place of delivery

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Prices are final except:

Upon execution of a bilateral modification incorporating a supplemental agreement that modifies (within contract scope) the terms of the contract

Under FP contracts the contractor assumes maximum risk for performance Failure to perform is resolved by following remedies

Contractor offers consideration equitable to failure value Downward equitable adjustment to contract price Termination of Contract

Contractor maximizes profit through effective contract performance

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The 5 Year Firm-Fixed Price Requirements Contract Will Include Prices for base and option Ordering Years Quantity (estimate) Terms and conditions for base and option delivery orders

Delivery Orders Unilaterally issued Base contract prices, terms and conditions Quantities defined in base contract Ordering Limitations clause Delivery schedules specified in base contract Delivery dates specified in delivery order Destinations specified in delivery order

Costs incurred in anticipation of delivery order are at contractor’s risk

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Planning Purpose Information Only

Estimated DRAFT RFP release: 24 June 2015 Purchase Description and Scope of Work will be released on

PROCNET website prior to DRAFT RFP release

Estimated RFP release: 24 July 2015

Estimated Proposals Due: 11 September 2015

Estimated Date of Award: 28 March 2016

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Solicitations, Contracts are Prepared on Standardized Form (SF) 33

Under negotiated procurements solicitations are referred to as request for proposals (RFPs)

RFP will describe:

Government requirements anticipated contract terms and conditions information required to be in offeror’s proposal factors Government will be use to evaluate proposal how the successful offeror will be selected posted to FedBizOpps (http://www.fedbizopps.gov)

Uniform Contract Format

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Part I – The Schedule Sections A thru H of the solicitation

Section A – Solicitation Form Section B – supplies/services, deliverables prices Section C – statement of work requirements Section D – packaging and marking requirements Section E – inspection/acceptance, quality assurance requirements Section F – deliveries/performance requirements Section G – contract administration data Section H – special contract requirements

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Section A – Solicitation Form

Section A outlines the basic information set forth by ACC

Type of solicitation

Deadline for return of proposal

Mailing address of ACC

ACC Contract Specialist who will serve as your point of contact

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Section B – Supplies/Services

All property delivered to the Government must be delivered on a line item

Identifies the 4 digit Contract Line Item Number (CLIN)

Identifies the 6 digit Sub-CLIN (SLIN)

Identifies the 4 digit Exhibit Line Item Number (ELIN)

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Section C – Descriptions/Specifications/Work Statement

Includes detailed description of Government requirements laid out in Section B for:

Hardware

Services

Data Deliverables

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Section D – Packaging and Marking

Section D specifies:

Packaging

Preservation

Labeling requirements

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Section E – Inspection and Acceptance

Describes the inspection process and quality assurance requirements

DCMA Quality Assurance Representative (QAR) will perform inspection and acceptance at your facility for all supplies

Contracting Officer Representative (COR) will perform inspection and acceptance of all services and deliverables

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Section F – Deliveries or Performance

Lays out the expected delivery schedule for supplies and services

Specifies Free on Board (F.O.B.)

F.O.B Destination Contractor assume cost/risk to ship to destination

F.O.B. Origin Government assume cost/risk to receive supplies at contractor facility and ship to destination

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Section G – Contract Administration

Provides the contractor payment instructions for the Defense Financial Accounting Service (DFAS)

Significant point is the contractor does not receive payment from DFAS until Government acceptance of a Line Item and the subsequent electronic submittal by the contractor of a Material and Receiving Report (DD 250) electronically in Invoicing, Receipt, Acceptance, and Property Transfer (iRAPT).

Consider how the lengthy amount of time between contract award and first acceptance of Line Items impacts your cash flow

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Section H – Special Solicitation Instructions

Details any special contract requirements not found elsewhere

Such as Option provisions

Economic Price Adjustment provisions

Special security requirements

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Federal Acquisition Regulation Part II - Section I – Clauses

Contains Required and Optional FAR Provisions/Clauses

Federal Acquisition Regulation (FAR) Defense Federal Acquisition Regulation Supplement (DFARS)

Governs the federal acquisition process Regulates government acquisition and contracting personnel activity

FAR consists of 3 phases:

Acquisition planning Contract formation Contract administration

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FAR made up of 53 Parts

FAR Part 52 & DFARS Part 252 Standard solicitation provisions and contract clauses

Required Required when applicable Optional

Prescriptions Each provision/clause is prescribed in the FAR text where the subject matter is addressed

The prescription describes all conditions, requirements and instructions for using the provision/clause

Federal Acquisition Regulation

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Clauses are incorporated by reference (to the max extent practicable)

Full text of all provisions /clauses can be accessed electronically http://farsite.hill.af.mil or

Requested from the Contracting Officer

Provisions/clauses requiring contractor fill-in are in full text http://farsite.hill.af.mil/

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Part III – Section J (Lists Attachments and Exhibits)

Attachments/exhibits are cross referenced in Part I Schedule (most frequently in Section C)

Attachment is documentation incorporated into contract which does not establish a deliverable requirement (e.g. LCRTF ATPD)

Exhibit is documentation incorporated into contract which establishes a deliverable requirement Contract Data Requirements List (CDRL)

Data Item Description (DID), incorporated by reference in the CDRL, defines the format, delivery, and content of data deliverable

DIDs full text can be found at http://quicksearch.dla.mil/

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How to find that DID

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Attachments

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Attachments

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CDRL

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Part IV – Sections K, L, M (Contractor Representations and Instructions)

Section K – representations and certifications of offerors

SAM (System Award Management) https://www.sam.gov must register in SAM to be eligible for contract award

Section L – provide proposal instructions to offerors

Section M – identifies evaluation factors for award

Sections K, L , M are in solicitation only (not included on contract) https://www.sam.gov/

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Proposal

Must be submitted per RFP Section L instructions

Must be organized into separate and detachable volumes for each evaluation factor

All or none (prices must be submitted for all requirements)

ACC may reject proposal if non-responsive to RFP

Offeror’s Proposal

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Offerors may submit up to two proposals, each proposal must:

Contain differing approaches

Be complete and standalone

Be clearly identified and submitted separately

Offeror’s Proposal

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Exchanges with Offerors (after receipt of proposal)

Exchanges maximize Government’s ability to get best value

All exchanges to be documented in writing

All exchanges accomplished through Evaluation Notices (ENs)

ENs will clearly indicate type of exchange

All ENs must be processed through the Contracting Officer

Exchanges With Offerors

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Type of Exchanges (clarifications, communications, discussions)

Clarifications are used:

When award without discussion is contemplated

To clarify certain aspects of an offerors proposal

Resolution of clerical errors Relevance of offerors past performance Adverse past performance information

No proposal revisions as a result of clarifications

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Communications are used:

When award with discussion is contemplated Prior to establishing the competitive range With offerors whose exclusion from competitive range is uncertain

To determine if offeror’s proposal should be in competitive range

To enhance ACC’s understanding of proposal Relevance of offeror’s past performance Adverse past performance information Perceived deficiencies, weaknesses, omissions

No proposal revisions as a result of communications

FAR 15.306(b)

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Competitive Range:

If discussions are to be conducted, the PCO will, with approval of the SSA, establish a competitive range

The competitive range is based on the ratings of each proposal against all evaluation criteria

FAR 15.306(c)

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Discussions (also referred to as Negotiations) are used:

After establishing the competitive range

Identification of all deficiencies, significant weaknesses, adverse past performance

At the conclusion of discussions, each offeror within the competitive range has the opportunity to submit a Final Proposal Revision (FPR)

After receipt of FPR, the Source Selection Evaluation Board (SSEB) will complete evaluation of the FPR to the criteria from Section M

FAR 15.306(d)

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During any type of exchange the Government may not:

favor one offeror over another reveal an offeror’s solution to another offeror reveal an offeror’s price to another offeror, without permission reveal the names of individual’s providing reference information about an offeror’s past performance knowingly disclose source selection information

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Trade-Off Source Selection Process / Best Value Award

Trade-Off allows for:

trade-offs between non-cost factors and price acceptance of other than lowest priced proposal acceptance of other than highest technically rated proposal award is based on best value to the Government

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Trade-Off Source Selection Process / Best Value Award

Trade-Off is what I do when deciding to purchase a new car

Should I buy the lowest price economy car? or

Should I buy the highest technically rated luxury car? or

Is the mid-size car the best value for me?

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Source Selection Evaluation Board (SSEB)

Organized into functional teams corresponding to the specific evaluation criteria

SSEB performs in-depth, systematic evaluation of proposals solely against the evaluation factors set forth in the RFP

SSEB does not compare proposals against each other (facilitates an equitable, impartial evaluation)

Source Selection Organization (SSO)

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Source Selection Advisory Council (SSAC)

Provide oversight to the SSEB

Reviews evaluation results of SSEB to ensure evaluation process was followed appropriately

Provides a comparative analysis and recommendation to the SSA

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Procuring Contracting Officer (PCO)

Serves as the primary business advisor and principal guidance source for the entire SSO

Serve as the single point of contact for all solicitation-related inquiries from actual or prospective offerors

After receipt of proposals, control exchanges with offerors

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Source Selection Authority (SSA)

Responsible for the proper and efficient conduct of the source selection process

Selects the source whose proposal offers best value to the Government in accordance with evaluation established criteria in Section M

Documents the rationale in the Source Selection Decision Document

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SSO is a Government team tailored to the acquisition

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Trade-Off Source Selection Process

Award without discussions

ACC intends to evaluate proposals and award without discussions with offerors

Offeror’s proposal should contain its best terms from a price and technical standpoint

ACC reserves the right to conduct discussions if PCO determines discussions are necessary

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Evaluation factors

Every source selection must evaluate cost/price, quality, past performance (unless waived, in accordance with (IAW) FAR 15.304(c):

Cost/Price

For fixed-price contracts the price evaluation is based on:

Adequate price competition

Ensuring prices are fair and reasonable (PCO)

Trade-off Process

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Quality/Technical

Technical evaluation reflects the degree to which the proposed approach meets, or does not meet, minimum performance or capability requirements

Past Performance

Past Performance evaluation results in an assessment of the offeror’s recent and relevant record of performance and probability of meeting RFP requirements

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Evaluation factors

Additional evaluation factors may be added based on user requirements or acquisition objectives

Found in Section M of RFP

Form the baseline against which each offerors proposal is evaluated

Link between Section L instructions and Section M evaluation methods

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Evaluation Weights

– Relative importance is assigned to each evaluation factor, the RFP identifies priority statements of how evaluation factors rate to each other

RFP identifies relationship of all non-cost/price factors, when combined, to price are:

Significantly more important than cost/price

Approximately equal to cost/price, or

Significantly less important than cost/price

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Best Value Contract Award Process

After SSA signs the source selection decision document

PCO will execute and distribute the contract to awardee

Notification to Unsuccessful Offerors

PCO will promptly notify unsuccessful offerors, in writing, after contract award, or if discussions are used when proposals are eliminated from competitive range

Contract Award

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Debriefing of Offerors

Pre-award: PCO will debrief offerors excluded from competitive range (if discussions held)

Held as soon as possible, after offeror’s written request PCO may delay debrief if, for compelling reasons, it is not in the best interests of the Government

Post-award: PCO will debrief offerors upon timely receipt of the offeror’s written request

Debriefs

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Debriefing is NOT:

A page by page analysis of the offeror’s proposal

A point by point comparison of any proposals

A debate or defense of the Government’s award decision

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Debriefing, shall include at a minimum:

The Government's evaluation of the significant weaknesses or deficiencies in the offeror's proposal, if applicable;

The overall evaluated cost or price (including unit prices), and technical rating, if applicable, of the successful offeror and the debriefed offeror, and past performance information on the debriefed offeror;

A summary of the rationale for award;

For acquisitions of commercial items, the make and model of the item to be delivered by the successful offeror; and Reasonable responses to relevant questions about whether source selection procedures contained in the solicitation, applicable regulations, and other applicable authorities were followed.

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Government vs Commercial Contracts

Government contracts contain many strict regulations and requirements not found in commercial contracts

Government contracts act on behalf of the public--with public funds and public interests at stake—so its actions are held to a high standard

Government contracts are complex, it’s imperative you follow guidelines closely to ensure your interests are protected

Summary

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Request for Proposal (RFP)

Make sure you understand the requirements and information requested in the RFP

Pay close attention to Section L to understand what the Government requires and how to organize your proposal

Find out in Section M how your proposal will be evaluated and what the Government considers important

If you don’t have a clear understanding of the RFP, ask questions of the Contract Specialist identified on the RFP

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Proposal

Submit your proposal by the due date, delivery point, method identified in Section A of the RFP

Make sure your proposal is responsive to the RFP—if not it may be rejected

Make sure to understand all the Government Scope of Work requirements identified in the RFP (these requirements may be found in Sections B thru H of the RFP and within CDRLs and DIDs) and how they will impact your cost

Small Business

PRE-Proposal Conference June 11, 2015

Nancy Lang Office of Small Business Programs

Light Capability Rough Terrain Forklift (LCRTF)

“The essence of the American economic system of private enterprise is free competition.

Only through full and free competition can free markets, free entry into business, and opportunities for the expression and growth of personal initiative and individual judgment be assured. The preservation and expansion of such competition is basic not only to the economic well-being but to the security of this Nation. Such security and well-being cannot be realized unless the actual and potential capacity of small business is encouraged and developed. It is the declared policy of the Congress that the Government should aid, counsel, assist, and protect, insofar as is possible, the interests of small-business concerns in order to preserve free competitive enterprise, to insure that a fair proportion of the total purchases and contracts or subcontracts for property and services for the Government (including but not limited to contracts or subcontracts for maintenance, repair, and construction) be placed with small business enterprises, to insure that a fair proportion of the total sales of Government property be made to such enterprises, and to maintain and strengthen the overall economy of the Nation.”

Small Business Participation

Small Business Act

• Organized for profit.

• Place of business located in the United States, and

• Operates primarily within the United States OR

• Makes a significant contribution to the U.S. economy through

• payment of taxes

• use of American products, material, or labor

• Does not exceed the small business size standard for the North American Industrial Classification System (NAICS) code:

• Assigned to the procurement - for Prime contracts

• (LCRTF NAICS 333120 Construction Machinery Manufacturing / 750 employees)

• Assigned to the subcontracted work - for Subcontracts

• Affiliation must be considered

• 7 general principles, 9 exceptions, 7 specific bases of affiliation

• See 13 CFR Part 121.103 and the guidance that SBA provides: http://www.sba.gov.

• Small Business Administration (SBA) develops the standards based on Revenue or Number of Employees. Table of Size Standards: http://www.sba.gov.size.

• A firm can be:

• Small for one solicitation and large for another.

• Small for a prime contract and large for a subcontract or vice versa.

Small Business Participation

What is a Small Business? (13 CFR Part 121)

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SB Small Business (self-certify)

SDB Small Disadvantaged Business (self-certify)

8(a) SB 8(a) Small Business (SBA must certify)

WOSB Woman-Owned Small Business (self-certify)

HubZone SB Historically Underutilized Business Zone Small Business (SBA must certify)

VOSB Veteran-Owned Small Business (self-certify)

SDVOSB Service-Disabled Veteran-Owned Small Business (self-certify)

• See 13 CFR Parts 121-127, FAR 2.101, FAR Part 19, DFARS Part 219, AFARS Part 5119, and the guidance that SBA provides at http://www.sba.gov for definitions and qualifications a business must meet to be able to be represented as any of these small business categories, including the self-certification categories.

• There are other similar categories established by state and local government and industry communities, but they are not the same as the categories recognized in Federal Government programs.

Small Business Participation

Small Business Categories and Certifications http://www.sba.gov/

• Applies to ALL Offerors.

• Proposed Participation Goals to be expressed as % of Total Contract Amount.

• Automated workbook and extensive instructions will be provided in the RFP.

Small Business Participation Factor (Section L & M)

Small Business Subcontracting Plan

• Applies to Other Than Small Business (OTSB) Offerors only.

• Proposed Subcontracting Goals to be expressed as % of Total Subcontract Amount.

• FAR Clause 52.219-9 includes instructions on content.

• See 700 series Tip Sheets at: https://contracting.tacom.army.mil/sbo/tipsheets.htm.

Small Business Participation https://contracting.tacom.army.mil/sbo/tipsheets.htm

Locate Small Businesses

• List of Prospective LCRTF Subcontractors:

https://contracting.tacom.army.mil/majoracq/majoracq.htm.

• List of Available Subcontractors - TACOM LCMC Office of Small Business Programs (OSBP):

https://contracting.tacom.army.mil/sbo/primecontractor.htm.

• System for Award Management (SAM) - official representations and certifications:

https://www.sam.gov.

• SBA’s Dynamic Small Business Search (DSBS):

http://web.sba.gov/pro-net/search/dsp_dsbs.cfm.

• National Network of Procurement Technical Assistance Centers (PTACs):

http://www.aptac-us.org.

• Federal Business Opportunities (FedBizOpps) Website for SB award recipients, SB events:

https://www.fbo.gov.

• Attend conferences with a specific socioeconomic focus.

Small Business Participation

UNCLASSIFIED: Distribution A, Approved for Public Release https://contracting.tacom.army.mil/majoracq/majoracq.htm https://contracting.tacom.army.mil/sbo/primecontractor.htm https://www.sam.gov/ http://web.sba.gov/pro-net/search/dsp_dsbs.cfm http://www.aptac-us.org/ https://www.fbo.gov/

• Add your firm to:

• List of Prospective LCRTF Subcontractors:

https://contracting.tacom.army.mil/majoracq/majoracq.htm.

• List of Available Subcontractors – TACOM LCMC OSBP – see instructions at:

https://contracting.tacom.army.mil/sbo/sbo.htm.

• Register (required for prime contracting, helpful for first tier subcontracting) in:

• System for Award Management (SAM) - official representations and certifications:

https://www.sam.gov.

• SBA’s Dynamic Small Business Search (DSBS) Database:

http://web.sba.gov/pro-net/search/dsp_dsbs.cfm.

• Visit your Procurement Technical Assistance Center (PTAC):

http://www.aptac-us.org.

• See 500, 600, and 700 Series Tip Sheets at:

https://contracting.tacom.army.mil/sbo/tipsheets.htm.

Small Business Participation

Help for Small Businesses

UNCLASSIFIED: Distribution A, Approved for Public Release https://contracting.tacom.army.mil/majoracq/majoracq.htm https://contracting.tacom.army.mil/sbo/sbo.htm https://www.sam.gov/ http://web.sba.gov/pro-net/search/dsp_dsbs.cfm http://www.aptac-us.org/ https://contracting.tacom.army.mil/sbo/tipsheets.htm

BREAK

U.S. ARMY TANK AUTOMOTIVE RESEARCH, DEVELOPMENT AND ENGINEERING CENTER

Light Capability Rough Terrain Forklift (LCRTF) Industry Day

TARDEC Overview Brief Steven P. Herbert

June 11, 2015 **Disclaimer: Reference herein to any specific commercial company, product, process, or service by trade name, trademark, manufacturer, or otherwise, does not necessarily constitute or imply its endorsement, recommendation, or favoring by the United States Government or the Department of the Army (DoA). The opinions of the authors expressed herein do not necessarily state or reflect those of the United States Government or the DoA, and shall not be used for advertising or product endorsement purposes.**

Organizational Structure

AMRDEC

Aviation and Missile Research Development and

Engineering Center

ARDEC

Armament Research, Development and Engineering Center

ARL

Army Research Laboratory

CERDEC

Communications- Electronics Research, Development and Engineering Center

ECBC

Edgewood Chemical

Biological Center

NSRDEC

Natick Soldier Research, Development and Engineering Center

TARDEC

Tank Automotive Research, Development and Engineering Center

3%

4%

Organizational Structure & Personnel

*Includes permanent/term employees, local interns, STEPs, and local SCEPs (in a pay status).

Total Workforce

Education

Civilians*

Military

Total: 1764

Contractors

Masters

Bachelors

Doctorate

Associates/ Tech Diploma

High School 86%

13% 1%

43%

40%

10%

TARDEC has a proven, technically proficient workforce that meets mission requirements!

TARDEC Director

Military Deputy

Executive Director, Systems Integration & Engineering

Chief of Staff

Executive Director, Research Technology & Integration

Chief Scientist

Unique Capabilities: Full Life-Cycle Technical Support

Research/Technology Development Product DevelopmentSystems Engineering

Integration Production Support Field Support

Operational Concept

• Efficiently handle light loads over rough terrain during all types of climatic, weather, and illumination conditions.

• Move cargo across the beach, clear helicopter landing zones of cargo, load and unload palletized containers, tactical vehicles, semi-trailers, rail cars and Palletized Loading System flatracks, without manual adjustment of the fork tines.

• Limited re-positioning of towed artillery pieces.

• Lift other equipment and supplies with a fork mounted lifting ring and approved lift straps or slings.

General Description

• The LCRTF shall be an extendable boom forklift.

• Thresholds (T) are required, Objectives (O) are desired

• 5,000 (T) to 6,000 (O) pound capacity at 24 inch load center (PD 3.3.1).

• Diesel engine with Automatic or Hydrostatic Transmission (PD 3.3.2).

• Continuous 4 wheel drive or 2-wheel/4-wheel drive (PD 3.3.3).

• 13,500 pound maximum vehicle curb weight (PD 3.3.6).

• Turning Diameter of no more than 30 feet per SAE J695 (PD 3.3.8).

• Angle of approach departure of at least 45% (PD 3.3.9).

• Ascend a 45% slope at 1.5 mph with rated capacity load (PD 3.3.10).

• Parking Brake for 30% slope vs. B56.6 15% slope (PD 3.3.12).

• Fuel Tank Capacity for 10 hours of continuous operation (PD 3.3.16).

• Operate on JP-8, F-24 (Jet-A with additives) and diesel (PD 3.3.22).

• Fording to a minimum depth of 12 (T) to 36 (O) inches (PD 3.3.29).

• Lighting System to include Blackout Lighting (PD 3.3.17 and 3.3.33).

Chemical Agent Resistant Coating (CARC)

• The LCRTF shall be cleaned, pretreated, primed and topcoated in accordance with TACOM DRAWING

NO. 12585018, CARC SYSTEMS FOR EXTERIOR AND INTERIOR ARMY MATERIEL.

1. FINISH

A. CLEAN, PRETREAT, PRIME, AND TOPCOAT PER MIL-DTL-53072, CHEMICAL AGENT RESISTANT COATINGS

(CARC)

B. CARC COATING SYSTEM SHALL MEET OR EXCEED 1000 HRS SALT SPRAY PERFORMANCE PER MIL-DTL- 53072

C. COATING THICKNESS MEASUREMENTS SHALL MEET MIL-DTL-53072 SUBTRACTING SUBSTRATE PEAK

ROUGHNESS

D. FOR SURFACE ROUGHNESS <30% OF TARGET COATING THICKNESS, TAKE 3 READINGS PER

MEASUREMENT LOCATION

E. FOR SURFACE ROUGHNESS >30% OF TARGET COATING THICKNESS, TAKE 5 READINGS PER

MEASUREMENT LOCATION

F. UNLESS SPECIFIED IN THE CONTRACT, MEASURE COATING THICKNESS BASED ON SURFACE AREA:

i. SMALL PARTS/COMPONENTS PAINTED AREA - ONE MEASUREMENT LOCATION PER 500 SQ IN

ii. LARGE PARTS/COMPONENTS PAINTED AREA - FOUR MEASUREMENT LOCATIONS PER 100 SQ FT

G. COATING THICKNESS MEASUREMENT SYSTEM SHALL HAVE <30% ERROR PER ASTM F1469 - TWO

OPERATORS MIN.

H. HEXAVALENT CHROMIUM CONTAINING MATERIALS ARE PROHIBITED

I. COAT THE ENTIRE PART UNLESS SPECIFIED OTHERWISE ON THE PART DRAWING OR IN THE CONTRACT J. QUALITY TESTING SHALL BE AS SPECIFIED IN MIL-DTL-53072 and TT-C-490.

2. COLORS SHALL MEET FED-STD-595, AND, IF NOT SPECIFIED, BE IN ACCORDANCE WITH ARMY REGULATION 750-1.

• The LCRTF shall be capable of loading and unloading materiel to and from Army tactical vehicles:

• A minimum forward reach of 110 inches, a minimum boom lift angle of

60° and minimum lift height of 140 inches. The minimum payload at 140 inches lift height shall be 500 pounds and minimum pick load at 110 inches forward reach shall be 1,750 pounds (PD 3.3.13.1).

• ISO Container Operations

• Load and remove standard pallets (40 inches wide, 48 inches deep and 41 inches high), from the 40-inch end, side by side inside an 8 foot tall, 20 or 40 foot long ISO container. To ensure operator safety and ensure less than 5 minute per pallet cycle times, manual adjustments to the fork tines will not be required (PD 3.3.15.1 and

3.3.15.2.1 and 2). An emergency egress through the rear window with a secondary emergency egress through the front or side window (PD

3.3.27.1).

PD Design Requirements (Not All Inclusive)

• The LCRTF shall be Reliable:

• To determine conformance to Reliability Requirements, no more than 7 hardware failures shall be allowed for 1,227 hours during reliability testing (PD 3.3.25 and 4.3.25). A hardware failure is defined as any failure which precludes the forklift from performing its intended use and which cannot be repaired within 30 minutes by the operator without any additional material handling equipment or tools, other than those already provided with the forklift. All such failures shall be considered failures except for:

Installation damage Accident for mishandling Failure of the test facility or test-peculiar instrumentation Equipment failures caused by externally applied overstress condition, in excess of the approved test requirements Normal operating adjustments (nonfailures) specified in the approved equipment operating instructions Non-repetitive replacement of light bulbs, and non-repetitive tightening of fasteners

• The Median Time To Repair shall not exceed 1 hour (PD 3.3.26.1), Maximum Time To Repair shall not exceed 2 hours (PD 3.3.26.2).

• The LCRTF shall be Maintainable and Supportable:

• Provisions shall be made for servicing and replacement of all parts and components using only the Army General Mechanics Tool Kit, Automotive, NSN 5180-01-548-7634, and Standard Automotive Tool Set, NSN 4910-01-531-2053, authorized at field level maintenance (PD

3.3.26).

• The Total Maintenance Ratio shall not exceed 0.046 Maintenance Manhours per Operating Hour (PD 3.3.26.3), and Preventative Maintenance Checks and Services shall not take more than 20 minutes

(PD 3.3.26.4).

• The LCRTF shall be capable of movement to the Army Theater of Operations and within the Army Theater of Operations:

• Travel speed of 20 miles per hour for self deployment (PD 3.3.28).

• Tie-Down Provisions to be capable of transportability by air, rail, commercial carrier, Maritime Prepositioning Shipping, Palletized Load System Flatrack, commercial shipping and the Army Organic Motor Transport Assets (PD 3.3.31.2).

• Protection for vehicle components to prevent damage when preparing the LCRTF for helicopter sling lift (PD 3.3.31.3).

• The LCRTF shall be capable of being towed (PD 3.3.30).

• Capable of being tied down to the 463L Type V pallet and airdropped from C-130 or larger aircraft without breakage or permanent deformation of any structural member or component of loss of the LCRTF’s ability to perform all functions specified in the PD (PD 3.3.31.4 and 3.3.31.5).

HMEE 1 on 463L Type V Air Drop Pallet

• The LCRTF shall be capable of being lifted by CH-47 helicopter (PD

3.3.31.1).

• The LCRTF shall include slinging provisions to be capable of being lifted by a CH-47 helicopter, using standard Army 25,000 lb. sling load slings (NSN 1670-01-027-2900, TM 10-1670-295-23&P in both single point and dual point mode, and be compliant with:

• MIL-STD-913, Requirements for the Certification of Sling Loaded Military Equipment for External Transportation by Department of Defense Helicopters.

• MIL-STD-209, Interface Standard for Lifting and Tiedown Provisions.

• The use of spreader bars is not permitted.

• Slinging provisions may also be used as tie-down provisions when appropriate.

CH-47 Helicopter Single and Dual Point Sling Lift

• The LCRTF shall be capable of interfacing with the current fleet of Army tactical and engineer vehicles and be compatible with the single battlefield fuel initiative:

• Pollution control technologies that are impacted by the sulfur level of JP-8 fuel shall not be used (PD 3.3.22.1).

• All components of the LCRTF shall be compatible with military lubricants and fluids as specified in the TARDEC Petroleum, Oil and Lubricants Products Guide (PD 3.3.23).

• A 24-volt negative-ground electrical system or at a minimum have a 12/24 dual system with a 24 volt alternator, 24 volt starter and charge equalizer (PD 3.3.32.1).

• A 24-volt slave receptacle conforming to NATO STANAG 4074, Type 1

(PD 3.3.32.2).

• The LCRTF shall be equipped with an environmentally controlled cab:

• A heater and defroster for the personnel cab compartment meeting the requirements of SAE J1503, and capable of raising the temperature by 72°F within one hour. (PD 3.3.4.2).

• An air conditioner system, capable of lowering the temperature from 125 °F to 80 °F, without solar load, within one hour (PD 3.3.4.3).

• The LCRTF shall be survivable in a Nuclear, Biological and Chemical (NBC) contamination environment (PD 3.3.35).

• Government documents, drawings, and publications are available as called out in PD Paragraph 2.2.2.

LCRTF Testing Requirements (Not All Inclusive)

• The LCRTF will be subjected to Production Verification Testing to be conducted in two phases. Phase 1:

• Production Verification Testing-Contractor will be conducted by the contractor prior to Government Testing (PD 4.1.8 Table I). (This table calls out all the relevant PD paragraphs for the vehicle requirements to be tested by the contractor. This will be a combination of Certifications, Examinations, or actual Testing to show compliance of the initial production model to PD requirements prior to shipment of test vehicles to the Government Test Facility.

• Upon successful completion of Phase 1 of the testing, the LCRTF will be subjected to Phase 2 Production Verification Testing at the Government Test Facility.

• Production Verification Testing-Army will be conducted as called out in (PD 4.1.8 Table II) . This table calls out all the relevant PD paragraphs for the vehicle requirements to be tested by the Army. This will be mostly test with some examinations to show compliance to PD requirements.

• Test Incident Reports will be available to the Contractor from the Government Test Facility Website.

• Failure Analysis and Corrective Action Reports will be provided by the Contractor for review and approval by the Government.

• Vehicle Repairs and Retest are the Contractors responsibility.

LCRTF Testing Requirements (Not All Inclusive)

• The LCRTF configuration will be locked at the completion of Army testing.

• No further changes are required or needed to meet the Army requirements for a successful system

• Changes may occur after configuration lock.

• Engineering Change Proposals are a way to make changes should they be needed

• Government Directed ECPs will be at the request of the government to help satisfy a need requested from the User Community

• Contractor Proposed ECPs will ensure vehicle spare parts availability and supportability for the vehicle life cycle.

LCRTF Testing Completed

LCRTF Specifications, Standards and Handbooks

• Department of Defense Specifications and Standards https://assist.dla.mil/online/start/

• U.S. Army Developmental Test Command Test Operations Procedures http://www.atec.army.mil/

• Code of Federal Regulations (CFR) http://www.fdsys.gov/

• Army Research Laboratory Publications mailto:usarmy.detroit.rdecom.mbx.tardecstandardization@mail.mil

• U. S. Army Field Manuals http://www.army.mil/usapa/index.html

• TARDEC Petroleum, Oil and Lubricants (POL) Product Guide www.dtic.mil/dtic/tr/fulltext/u2/a554223.pdf

• U.S. Army TARDEC Publications mailto:usarmy.detroit.rdecom.mbx.tardecstandardization@mail.mil

• Transportability Publications http://www.tea.army.mil/pubs/pubs_order.htm

• U.S. Army TACOM Drawings…