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JHL Concept Design and Analysis (CDA)

The Aviation Applied Technology Directorate (AATD) solicited in April 2005 technical and cost proposals for conduct of Joint Heavy Lift (JHL) Concept Design and Analysis (CDA). This Broad Agency Announcement (BAA) constituted the total solicitation. There was no formal Request For Proposals (RFPs), other solicitation requests, or other information regarding these requirements.

The JHL Concept Refinement (CR) phase was intended to support a Milestone A decision. The CDA portion of the overall JHL CR was not to exceed 18 months beginning in September 2005.

The CDA focus was on the identification and technical substantiation of viable design concepts that not only populate the desired trade space, but have a reasonable chance of achieving a Technology Readiness Level (TRL) of 6 by 2012. CDA will identify the program and technical risks, cost, schedule, and critical path technologies.

The purpose of the JHL CDA was to first and foremost inform the requirements trade process with valid performance and design options that are achievable within the projected time env elope. It will assess the impact of trade parameters affecting total system suitability and affordability and define any technology hurdles requiring dedicated science and technology investments. Lastly it will establish credible cost, schedule and risk estimates for the most probable options within the selected design envelopes.

Three design cruise speed bands of 160-200, 200-250 and 250-300+ knots will be addressed by the CDA. A model performance specification has been developed to provide a representative example specification that was to be refined and expanded by the JHL CDA contractors to reflect the details of their concept design as its evolves.

To the extent that the document contains descriptions of JHL expectations, design criteria, standards , guidelines, allocations, environmental conditions, and definitions, it also serves the purpose of providing an initial, common design reference framework for all the CDA contractors and the Government Design Team. All awards under this solicitation will require delivery of the following data items: (1) Management Plan; (2) Quarterly Technical Progress Report and Update of the Model Performance Specification; (3) Quarterly Baseline Aircraft Description/Capability Data; (4) Quarterly Substanti ation of Baseline Aircraft Capability; (5) Quarterly Design Excursion Data; and (6) Final Report. Submission by electronic means will be required. Portions of the data may be in the format selected by the contractor while other data requirements will be in tables and formats specified by the Government. Additionally, a CDA kick-off meeting, three design reviews, and participation in two operational Map Exercises were required.

The Government intended to make multiple awards; however no award would be for more than $3.45 million of Government funding. Period of performance shall not exceed 18 months. Proposals must follow the guidelines described in this announcement and the supplemental package. The Government seeks to maximize industry participation and anticipates making multiple awards. The Government anticipated award of firm fixed price contracts or cost-shared Technology Investment Agreements (TIAs). Due to the commercial application of the preponderance of this technology, the Government considers award of a TIA (Cooperative Agreement under 10 U.S.C 2358) or Other Transaction for Research (10 U.S.C. 2371) appropriate and of potential interest.

This BAA remained open until 27 June 2005. Awards under this announcement were anticipated to be made by September 15, 2005. The Government reserves the right to make staggered awards. The Government reserved the right to select for award any, all, part or none of the proposals received. Further, the Government reserves the right to select for award only a portion of an offeror's proposal (i.e ., certain tasks vs. total program).

This BAA solicited proposals from all interested and qualified sources. For eign participants and/or individuals may participate to the extent allowed under the International Traffic in Arms Regulations (ITAR) statute providing that such participants do not serve in a prime contractor role and such participants and/or individuals comply with such rules, regulations, and laws governing the participation of foreign participants and/or individuals. Due to the complexity and technical considerations of the JHL CDA, this announcement was not set-aside for small businesses although they were encouraged to propose.

The selection of one or more sources for award will be based on a scientific and/or engineering evaluation of pr oposals (both technical and cost as it relates to technical effort) in accordance with the criteria set forth in this section. The Governments basis for selecting proposals for acceptance will take a two-tiered approach. This two-tiered approach was designed to achieve maximum coverage of the tradable design space for potential JHL concepts and to obtain broad industry participation and diversity in the concept refinement of JHL.

The Government intended to make a minimum of one award in each defined cruise speed band. These selections of proposals for acceptance are considered the first tier. If there was not a meritorious proposal in a given speed band, then the Government reserved the right to make no award for that speed band.

The most meritorious or best value proposals will be determined by applying the following evaluation criteria: (1) was substantially more important than (2) which was more important than (3).

(1) The scientific, technical, and programmatic ability to satisfy the JHL CDA requirements as specified in the supplemental package. Each of the following criteria, listed in descending order of importance, will be evaluated: (a) Viability of th e aerial concept, the validity of the substantiating data to support performance claims, and the merit of the overall technical approach. (b) The likelihood of the proposed concept to achieve a TRL 6 by 2012. This includes the likelihood of achieving both an appropriately scaled flight demonstration and required demonstrations of individual critical major components. (c) Availability, experience and qualification of the proposed personnel and the suitability and availability of proposed tools and facilitie s to accomplish the effort. (d) Intellectual property restrictions placed on the results of the effort. (e) The offerors proposed cost to the Government and realism of the proposed man-hours, materials, and other costs to accomplish the proposed effort, including whether they reflect a clear understanding of research objectives, and their consistency with the various elements of the offerors technical proposal.

(2) The maximum suitability of the concept across the DoD missions and environments identifi ed in the draft ICD.

(3) The credibility of and the projected cost for development, acquisition and O&S of the aerial concept.

After the most meritorious proposals are chosen from each of the speed bands in the first tier, the Government may select additional meritorious proposals. These are the second-tier selections. Second tier selections will be determined through application of the above criteria. However, the Government reserved the right to bypass an otherwise more meritorious proposal when doin g so would significantly improve the Governments understanding of the performance trade space, assess additional operational suitability issues, or provide greater diversity among CDA participants. Furthermore, the Government may accept greater risk in a proposal to meet these objectives.

On 20 September 2005 the US Army, in cooperation with its Joint Service and NASA partners, announced the award of five agreements/contracts for the Concept Design and Analysis (CDA) of a Vertical Takeoff and Landing (VTOL) Joint Heavy Lift (JHL) rotorcraft.

The purpose of the CDA activity was to define the "art of the possible", the "science of the probable" and the "design of the affordable" for a JHL VTOL rotorcraft that enables future joint concepts of operations (CONOPS). These include such things as conducting mounted and dismounted vertical envelopment; executing operational maneuver and sustainment operations at extended ranges simultaneously into unprepared, complex terrain locations under extreme environmental conditions, 24/7; and overcoming enemy anti-access strategies from land and sea bases as part of joint expeditionary operations.

The CDA was part of the overall multi-year (FY05-07) JHL Concept Refinement effort. It was primarily focused on supporting the joint requirements definition process. The CDA was the technical pillar of activity designed to inform the joint requirements analysis with credible rotorcraft design concepts and performance projections that can reasonably be matured to a Technology Readiness Level (TRL) 6 by 2012.

The five CDA awards, made under the Army's Aviation Applied Technology Directorate (AATD) Broad Agency Announcement (BAA) W911W6-05-R-0004, were for the conceptual/preliminary design of a baseline aircraft, and specific design excursions, to identify the impact of variations in payload, range, environmental conditions, and shipboard compatibility on aircraft size, performance, operational suitability, cost, schedule, and development risk.

The baseline design specification was to maneuver an FCS/Stryker/LAV Vehicle over a 250 nautical mile (nm) radius, under 4000 foot density altitude and 950 Fahrenheit (4k95) conditions, from/to land or sea bases and operating areas. Eight specific excursions to these conditions will also be investigated that include lighter and heavier cargo (16 - 26 tons), shorter and longer mission radii (210 - 500 nm), more extreme environmental conditions (6k95), and full compatibility with a future ship. These design variations populate the desired trade space in the joint requirements process.

The five concept vehicles chosen for this effort, listed in order of their design cruise speeds, are:

  • Sikorsky X2C, X2 Technology Crane - coaxial rotor (165 knots);
  • Boeing ATRH, Advanced Tandem Rotor Helicopter (165 knots);
  • Sikorsky X2HSL, X2 Technology High Speed Lifter - advancing blade compound (245 knots);
  • Bell Boeing QTR, Quad Tilt Rotor (275 knots); and
  • Frontier Aircraft OSTR, Optimum Speed Tilt Rotor (310 knots).

These awards were for eighteen months and represented over $30M of Government and Industry contribution. They include the delivery of the designs with substantiating data, a specification document, a technology development strategy, and cost/schedule estimates for a Component and Technology Demonstration phase to achieve TRL 6 in an appropriately large-scale flight vehicle. Award of any future JHL development activity, should it occur, was separate and independent of this BAA .

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