Draft_PWS_Caterpillar_Engine_Training.docx

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Attached to
Caterpillar Engine Training Federal contract opportunity
Solicitation number
W91QF519R0002
Issued by
Department of the Army Materiel Command Mission and Installation Contracting Command Fort Lee

About this file

This document contains a draft Performance Work Statement (PWS) and related technical exhibits outlining requirements for Caterpillar engine training services. The PWS specifies that the contractor shall provide classroom and hands-on technical training to certify students in diagnosing and repairing Caterpillar diesel engines and systems over six sessions for a total of 72 students. Required training topics include engine performance and diagnostics, fuel systems, hydraulics, and electronic control modules. The contractor must develop customized curriculum and assessments, utilize Caterpillar materials and software, and employ an instructor with minimum qualifications. The government will not provide facilities or equipment. The related federal contract opportunity notes this is a pre-solicitation sources sought notice for a potential sole source Base Portfolio Agreement with Caterpillar, Inc. due to their status as the only responsible source. Respondents are requested to provide capability statements and pricing information to facilitate the government's determination.

Draft Performance Work Statement for Caterpillar Engine Training

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Performance Work Statement Caterpillar Engine Training Part 1: General information

1.1 Background: US Army Ordnance Corps and School will conduct Warrant Officer Basic Course 915A WOBC FY19-20 classes in coordination with the local Caterpillar dealer with focused training on: Advanced Engine Troubleshooting Diagnostics and Repair, as well as Hydraulic and Pneumatic Systems Troubleshooting and Repair. These critical tasks are required as a result of the 915A Critical Task Site Selection Board from May 18. In order to meet the Chief of Staff Army intent to reduce reliance on Contractor Logistic Support we must bridge that gap by incorporating advanced technical training and skills to our warrant officers to support the technological changes from legacy systems to modern engines, powertrains, and material handling equipment. This strategy will ensure 21st century soldier competencies and attributes are enabled to the technical expertise required of warrant officers. These projections/transitions make it necessary to expand warrant officer program of instructions to better enable readiness, reduce cost, and provide more response support during expeditionary unified land operations

1.2 Objectives: Train classroom and hands on practical exercises to facilitate technical competence for engine diagnosis and repair, as well as hydraulic and pneumatic troubleshooting and repair. Certify/credential students on Caterpillar technical services for hydraulics and pneumatics, advanced engine troubleshooting, diagnosis, and systems training.

1.3 Scope: The contractor shall provide services for instruction of technical training to certify/credential students in the diagnostics and repair of Caterpillar C7/C9/C13/C15 ACERT engines, mechanical system and functionality, fuel systems functions, service guidelines, electronic diagnostics using CAT Electronic Technician software , interface on advanced state of the art systems on modern fleet, understanding Data links (CAN,CDL,ATA) communications between the ECM and associated hardware, diagnosing and troubleshooting all ECM associated hardware, understanding electrical schematics (CAT), hydraulic testing and adjustment techniques, measuring flow rates and tracing through hydraulic schematics, proper visual and methodical inspection techniques, non-destructive diagnostic procedures, hydraulic and fault isolation diagnostics and testing procedures, common rail fuel systems, ECM replacement and trim files, injector testing and cylinder cutout. The contractor shall accomplish training for up to 12 students, in twelve (12) days per session, seven (7) hours daily. Six iterations of this training will be conducted at the contractor facility so that a total of 72 students will be trained.

1.4 Ordering Period : The order period reads as follows::

· Six classes of 12 days each for a total of 72 days.

· 15 November 2018 to 14 November 2019

· 15 November 2019 to 13 Novemebr 2020

1.5 General Information

1.5.1 Quality control (QC): The contractor shall develop and maintain an effective QC program to ensure services are performed in accordance with this PWS. The contractor shall develop and implement procedures to identify, prevent, and ensure non-recurrence of defective services. The contractor's QC program is the means by which he assures himself his work complies with the requirement of the contract. As a minimum, the contractor shall develop QC procedures addressing the areas identified in Technical exhibit 1, "Performance Requirements Summary." After acceptance of the QC plan, the contractor shall receive the contracting officer's (KO's) acceptance in writing of any proposed change to his QC system.

1.5.2 Quality assurance: The government shall evaluate the contractor's performance under this contract in accordance with the quality assurance surveillance plan. This plan is primarily focused on what the government must do to ensure the contractor has performed in accordance with the performance standards. It defines how the performance standards will be applied, the frequency of surveillance, and the minimum acceptable defect rates.

1.5.3 Government remedies: The KO shall follow Federal Acquisition Requirement (FAR) 52.212-4, "Contract Terms and Conditions-Commercial Items" or 52.246-4, "Inspection of Services-Fixed Price" for a contractor's failure to perform satisfactory services or failure to correct non-conforming services.

1.5.4 Recognized holidays: The contractor is not required to perform services on these holidays.

· New Year’s Day

· Martin Luther King Day

· Presidents’ Day

· Memorial Day

· Independence Day

· Labor Day

· Columbus Day

· Veterans Day

· Thanksgiving Day

· Christmas Day

1.5.5 Hours of operation or place of performance: The contractor is responsible for conducting training at Carter Machinery, 8362 Richfood Rd, Mechanicville VA 23116, between the hours of 0800-1530 Monday through Friday except federal holidays or when the contractor facility is closed due to local or national emergencies, administrative closings, or similar government-directed facility closings. The contractor must at all times maintain an adequate work force for the uninterrupted performance of all tasks defined within this statement of work (SOW) when the contractor facility is not closed for the above reasons. When hiring personnel, the contractor shall keep in mind that the stability and continuity of the work force are essential.

1.5.6 Security requirements: None

1.5.7 Post-award conference or periodic progress meetings: The contractor agrees to attend any post-award conference convened by the contracting activity or contract administration office in accordance with FAR Subpart 42.5. The KO, contracting officer's representative (COR), and other government personnel, as appropriate, may meet periodically with the contractor to review the contractor's performance. At these meetings, the KO will apprise the contractor of how the government views the contractor's performance, and the contractor will apprise the government of problems, if any, being experienced. Appropriate action shall be taken to resolve outstanding issues. These meetings shall be at no additional cost to the government.

1.5.8 COR: The COR monitors all technical aspects of the contract and assists in contract administration. The COR is authorized to perform the following functions: assure the contractor performs the technical requirements of the contract; perform inspections necessary in connection with contract performance; maintain written and oral communications with the contractor concerning technical aspects of the contract; issue written interpretations of technical requirements, including government drawings, designs, and specifications; monitor contractor's performance and notify both the KO and contractor of any deficiencies; coordinate availability of government-furnished property; and provide site-entry of contractor personnel. A letter of designation issued to the COR, a copy of which is sent to the contractor, states the responsibilities and limitations of the COR, especially with regard to changes in cost or price, estimates, or changes in delivery dates. The COR is not authorized to change any of the terms and conditions of the resulting order.

1.5.9 Contract manager: The contractor shall provide a contract manager who shall be responsible for the performance of the work. The name of this person and an alternate who shall act for the contractor when the manager is absent shall be designated in writing to the KO. The contract manager or alternate shall have full authority to act for the contractor on all contract matters relating to daily operation of this contract.

1.5.10 Identification of contractor employees: All contract personnel attending meetings, answering government telephones, and working in other situations where their contractor status is not obvious to third parties are required to identify themselves as such to avoid creating an impression in the minds of members of the public that they are government officials. They must also ensure all documents or reports produced by contractors are suitably marked as contractor products or that contractor participation is appropriately disclosed.

1.6 Accounting for Contractor Services. Contractor Manpower Reporting (CMR): The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this contract for the CASCOM QMS via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address: http://www.ecmra.mil/ Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than October 31 of each calendar year, beginning with 2019. Contractors may direct questions to the help desk at http://www.ecmra.mil.

1.7. The contractor and all associated sub-contractors shall brief all employees on the local iWATCH program (training standards provided by the requiring activity ATO). This local developed training will be used to inform employees of the types of behavior to watch for and instruct employees to report suspicious activity to the COR. This training shall be completed within 30 calendar days of contract award and/or within 30 calendar days of new employees commencing performance with the results reported to the COR NLT 45 calendar days after contract award.

1.7.1 Contractor Employees Who Require Access to Government Information Systems. All contractor employees with access to a government info system must be registered in the ATCTS (Army Training Certification Tracking System) at commencement of services, and must successfully complete the DOD Information Assurance Awareness prior to access to the information systems and then annually thereafter.

Part 2: Definitions and acronyms This section includes all special terms and phrases used in the PWS. Each definition provided should be carefully considered; that definition becomes binding for all requirements in the contract. This section should also contain a complete listing of all acronyms used; giving both the acronym and the term the acronym represents.

2.1 PWS: Performance Work statement

2.2 Contracting officer's representative (COR): A representative from the requiring activity appointed in writing by the KO to perform surveillance and to act as liaison to the contractor.

2.3 Defective service: A service output that does not meet the standard of performance associated with it in the PWS.

2.4 Quality assurance surveillance plan (QASP): A written document specifying the surveillance method used for surveillance of contractor performance.

2.5 Quality control (QC): Actions taken by a contractor to control the performance of contracted services to meet PWS requirements.

2.6 Quality assurance: Actions taken by the government to assure contracted services meet PWS requirements.

Part 3: Government-furnished items and services

3.1 General: The government shall not provide the facilities, equipment, materials, and/or services required to perform to the PWS.

Part 4: Contractor-furnished items and services

4.1 General: Except for those items specifically stated to be government-furnished in Part 3, the contractor shall furnish everything required to perform this PWS. The contractor shall furnish a training facility with classroom and instructor to conduct technical training for engines utilizing classroom presentations and hands on lab exercises. Electronic copies of course material and information, in addition to the use of training laptops in conjunction with Caterpillar software and hands on labs. On stand training engines for on machine labs.

4.2 Secret facility clearance: Not applicable

Part 5: Specific tasks

5.1 Basic services: The contractor shall provide services for conducting 96 hours of classroom presentation and hands on lab exercise training for Caterpillar Engines and Electronic Troubleshooting.

5.2 Contractor shall administer written pre-test assessments and post test assessments of learning as part of the course curriculum. Course results and test score sheets will be given to the designated Government representative within 24 hrs at the conclusion of training. Contractor shall present a Caterpillar certification at the end of course to students who successfully pass all written and hands on testing.

5.3 Contractor shall develop a course curriculum and lesson plans for conducting training. Subject areas required for training focus of understanding the fundamentals and principles, fault isolation and repair of;

· Caterpillar Diesel Engine Systems and fundamentals

· Engine Performance

· Engine tooling and measurements

· Electronic Control Modules and sensors

· Hydraulic Actuated Electronic Controlled Unit Injectors

· Electronic schematics and wiring diagrams

· Sensor diagnostics

· CAT Electronic Technician software

· Hydraulic and Pneumatic Troubleshooting and Training

5.4 Contractor shall develop a course curriculum that incorporates hands on lab experience utilizing serviceable engines to conduct fault isolation and troubleshooting to the failed component. Hands on labs must consist of at least 50% of the total training.

5.5 Contractor shall utilize Caterpillar approved training materials, publications, Service Training Management Guides, and training laptops in conjunction with Caterpillar diagnostic software for instruction. Instructor shall possess a minimum of 5 years experience as a service technician and or qualified service technician instructor on Caterpillar engines or equipment.

5.6 Electronic copies of course materials and information will be provided to students for retention of student training package.

Part 6: Applicable publications

6.1 Publications applicable to this PWS are listed below.

AR 25-2, Information Assurance, Rapid Action Revision (RAR) Issue, 23 Mar 09 AR 190-11, Physical Security Arms, Ammunition and Explosives, 15 Nov 06 AR 215-1, Morale, Welfare, and Recreation Activities and Nonappropriated Fund Instrumentalities, 31 Jul 2007 AR 350-1, Army Training and Leader Development, 3 Aug 2007 AR 380-67, Personnel Security Program, 9 Sep 1988 AR 385-10, The Army Safety Program, 7 Nov 2008 AR 600-8-10, Leave and Passes, 15 Feb 06 AR 870-20, Army Museums, Historical Artifacts, and Art, 11 Jan 1999 Contracting Officer’s Representative Handbook, Oct 2002 DoD 5500.7-R, Joint Ethics Regulation, C2, 25 Mar 1996 FM 3.0, Operations, 14 Jun 2001 FM 25-4 How to Conduct Training Exercises, 10 Sep 1984 FY 11 TRADOC Training Guidance, 26 Jun 2006 FY 11 CASCOM Training Guidance, 8 Aug 2006 TRADOC Regulation 350-6 Enlisted Initial Entry Training (IET) Policies & Administration, 8 May 2007 TRADOC Regulation 350-10, Institutional Leader Training and Education, 12 Aug 2002 TRADOC Regulation 350-70, Systems Approach to Training Management, Processes and Products, 9 Mar 1999 Technical exhibit 1: Performance Requirements Summary The contractor service requirements are summarized into performance objectives that relate directly to mission-essential items. The performance threshold briefly describes the minimum acceptable levels of service required for each requirement. These thresholds are critical to mission success.

Performance Objective (The service required; usually a shall statement)

Standard
Performance Threshold

(This is the maximum error rate. For example: Zero deviation from standard.)

Surveillance Method

Maximum Allowable Deviation
Task Order Price

Performance requirements summary (PRS) #1

5.2 Written Test

Administer written pre-test assessments and post test assessments of learning
Written tests are conducted at pre and post training for each module
COR performs Random Sampling
1 defect per 80 hour class
N/A

PRS # 2

5.3 Course Curriculum

Subject areas are developed and instructed in course outline and lessons
Eight identified critical subjects areas are included in lesson plan and instructions
COR performs

Random Sampling

N/A

N/A

PRS # 3

5.4 Hands on Training

Incorporates hands on lab experience utilizing serviceable engines to conduct fault isolation and troubleshooting to the failed component.
Training shall include no less than 50% of hands on lab experience
COR performs Periodic Surveillance
1 defect per 80 hour class
N/A

Types of surveillance:

· Random sampling: Appropriate for frequently recurring tasks. Evaluate randomly selected samples of the lot to determine the acceptability of the entire lot (random inspection guide, method of surveillance, lot size, sample size, performance requirement, sampling procedure, and inspection procedure).

· One hundred percent inspection: Appropriate for tasks that occur infrequently. Inspect and evaluate performance each time task is performed.

· Periodic surveillance: Evaluation of samples selected on other than a 100 percent or statistically random basis (such as monthly, quarterly, or semi-annually).

· Validated customer complaint: Complaints must be validated.

Technical Exhibit 2: Deliverables Schedule A deliverable is anything that can be physically delivered but may include non-physical things such as meetings.

Deliverable
Frequency
Number of Copies
Medium/Format
Submit To
5.2 Written Test results/score sheets
Within 24 hours of completion
1 per class
CD format
COR

Technical Exhibit 3: Estimated Workload Data

Item
Name
Estimated Quantity
1
Engine training, 12 students, 10 days per session, 7 work hours daily
6 Classes
2
Hydraulic and pneumatic troubleshooting and training, 2 days per session, 7 work hours daily
6 Classes

File details come from the government source that posted it. Updated .