Joint Light Tactical Vehicle (JLTV) : Background and Issues For Congress
Joint Light Tactical Vehicle (JLTV) : Background and Issues For Congress
Joint Light Tactical Vehicle (JLTV) : Background and Issues For Congress
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
Summary
The Joint Light Tactical Vehicle (JLTV) is being developed by the Army and the Marine Corps as
a successor to the High Mobility, Multi-Wheeled Vehicle (HMMWV), which has been in service
since 1985. On October 28, 2008, awards were made for the JLTV Technology Development
(TD) Phase to three industry teams: (1) BAE Systems, (2) the team of Lockheed Martin and
General Tactical Vehicle, and (3) AM General and General Dynamics Land Systems.
On January 26, 2012, the Army issued the Request for Proposal (RFP) for the JLTVs EMD
phase. Up to three EMD contracts could have been awarded, and contract award was scheduled
for June 2012. The period of performance for EMD contracts was 27 months, with the overall
EMD phase scheduled to last 33 months. Vendors would be required to provide 22 JLTV
prototypes for testing 12 months after contract award. The target cost for the base vehicle is
$250,000 excluding add-on armor and other kits.
On August 22, 2012, the Army announced the award of three firm-fixed price JLTV EMD
contracts totaling approximately $185 million. The three companies awarded the EMD contracts
were AM General, LLC (South Bend, IN); Lockheed Martin Corporation (Grand Prairie, TX);
and Oshkosh Corporation (Oshkosh, WI).
On September 3, 2013, the Army began JLTV testing at Aberdeen Proving Grounds, MD; Yuma,
AZ; and Redstone Arsenal, AL. The Army planned to select a single vendor by 2015, with the
first Army brigade being equipped with JLTVs by 2018. FY2015 program plans anticipated a
Milestone C (Production and Deployment Phase Approval) decision in the fourth quarter of
FY2015, followed by Low Rate Initial Production (LRIP).
In June 2014, the Army issued a draft RFP for the JLTV Full-Rate Production Phase. The
Secretary of Defense conducted an interim review of the JLTV program and found it is likely to
meet all eight key performance parameters. Three companies who were picked in 2012 to build
prototypesOshkosh, Lockheed Martin, and AM Generalsubmitted their bids for the LRIP
contract by the February 10, 2015 deadline.
On August 25, 2015, it was announced the Army had awarded Oshkosh a $6.7 billion low rate
initial production (LRIP) contract with eight options to procure the initial 16,901 vehicles for the
Army and Marines. The JLTV is to be produced in Oshkosh, WI, and deliveries are scheduled to
begin in June 2016.
On September 8, 2015, it was reported Lockheed Martin would file a protest with GAO, but AM
General reportedly did not file a protest with GAO. A formal protest was later filed with GAO on
September 10, 2015, and on that day the Army issued a stop-work order to Oshkosh until the
GAO protest was resolved. On December 11, 2015, Lockheed Martin informed GAO that it
would file its JLTV protest instead with the United States Court of Federal Claims, and on
December 15, 2015, GAO closed Lockheed Martins protest without further action. On
February 17, 2016, Lockheed Martin withdrew its JLTV protest from the United States Court of
Federal Claims.
The Presidents FY2017 budget request calls for $735.4 million for Army and Marine RDT&E
and Procurement funding for the JLTV. The Army plans to produce 1,828 JLTVs in FY2017, and
the Marines plan for 192 JLTVs in FY2017, which is 77 fewer vehicles than originally
programmed.
Potential issues for Congress include Service-specific fielding plans for the JLTV and how the
Marines plan to meet their 5,500 JLTV objective.
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
Contents
Background ..................................................................................................................................... 1
JLTV Program ................................................................................................................................. 1
What Is the JLTV?..................................................................................................................... 1
Program Structure ..................................................................................................................... 1
Program History .............................................................................................................................. 2
Technology Development Contracts Awarded .......................................................................... 2
JLTV Contracts Protested .......................................................................................................... 2
Change in Requirements, Program Schedule, and Variants ...................................................... 3
Army Issues RFP for EMD Phase ............................................................................................. 3
Revised Acquisition Quantities ................................................................................................. 3
Foreign Participation in JLTV Program .................................................................................... 3
Program Activities ........................................................................................................................... 4
JLTV EMD Contracts Awarded................................................................................................. 4
Army Releases Final RFP for JLTV Full-Rate Production ....................................................... 4
Bids Submitted for JLTV Low-Rate Initial Production (LRIP) ................................................ 5
Army Awards JLTV Contract .......................................................................................................... 5
Lockheed Martins JLTV Protest ..................................................................................................... 5
Lockheed Martin Files Protest with the Government Accountability Office (GAO)................ 5
Army Stops Work on the JLTV Contract .................................................................................. 6
GAO Closes Protest and Lockheed Martin Files Claim with the United States Court
of Federal Claims ................................................................................................................... 6
United States Court of Federal Claims Denies Lockheed Martins Stop-Work Request .......... 6
Lockheed Martin Withdraws JLTV Protest from United States Court of Federal
Claims .................................................................................................................................... 6
Director, Operational Test and Evaluation (DOT&E) 2015 Annual Report ............................. 7
Budgetary Issues.............................................................................................................................. 7
FY2017 Presidents Budget Request ......................................................................................... 7
Marines Reduce FY2017 JLTV Acquisition by 77 Vehicles ..................................................... 8
Potential Issues for Congress........................................................................................................... 8
Fielding Plan for JLTVs ............................................................................................................ 8
Marines Acquisition Plans to Reach Their 5,500-Vehicle Objective ....................................... 8
Tables
Table 1. FY2017 JLTV Budget Request .......................................................................................... 8
Contacts
Author Contact Information ............................................................................................................ 9
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
Background1
The JLTV is an Army-led, multi-service initiative to develop a family of future light tactical
vehicles to replace many of the HMMWVs used by the armed services today. HMMWVs, which
first entered service in 1985, were developed during the Cold War when improvised explosive
devices (IEDs) and other anti-vehicle explosive devices were not a major factor in military
planning. The HMMWVs demonstrated vulnerability to IEDs and the difficulties and costs
experienced in up-armoring HMMWVs already in the inventory have led to renewed emphasis
on vehicle survivability. DOD officials have emphasized that JLTVs are not intended to replace
HMMWVs one for one.2
JLTV Program
What Is the JLTV?3
The JLTV program is a joint Army/Marine Corps effort to develop and produce both vehicles and
associated trailers. Originally, there were three variants, but now there are two JLTV variants: a
four-passenger Combat Tactical Vehicle (CTV) and a two-passenger Combat Support Vehicle
(CSV). As planned, JLTVs would be more mechanically reliable, maintainable (with on-board
diagnostics), all-terrain mobile, and equipped to link into current and future tactical data nets.
Survivability and strategic and operational transportability by ship and aircraft are also key JLTV
design requirements.
Program Structure4
The JLTV is an Acquisition Category (ACAT) 1D program.5 The Army bears the overall
responsibility for developing the JLTV through its Joint Program Office, which reports to the
Program Executive Office (PEO) for Combat Support & Combat Service Support (PEO
CS&CSS) in Warren, MI, which reports to the Assistant Secretary of the Army for Acquisition,
Logistics, and Technology (ASA[AL&T]). Marine participation is centered on a program office
under the supervision of the Program Executive Officer Land Systems (PEO LS) Marine Corps at
Quantico, VA.
1
Alan L. Gropman, Combat Vehicle Sector Could be Headed for Turbulent Times, National Defense, April 25,
2008, and James P. Miller, Race is On to Replace Humvee, Chicago Tribune, June 21, 2008.
2
Kris Osborn, DODs JLTV Becoming an International Effort, Defense News, August 4, 2008. Headquarters,
Department of the Army, Army Truck Program (Tactical Wheeled Vehicle Acquisition Strategy) Report to the
Congress, June 2010, p. 5.
3
Information in this section is taken from the Army Product Manager, Joint Light Tactical Vehicle website,
http://peocscss.tacom.army.mil/pmJLTV.html, last visited March 2, 2011, and Marine Corps PEO Land Systems Joint
Light Tactical Vehicle website, http://www.marcorsyscom.usmc.mil/peolandssystems/jltv.aspx, last visited March 2,
2011, and Tony Bertuca, PMs: JLTV Still Too Heavy, Changing Schedule and Losing Six-Man Variant,
InsideDefense.com, February 11, 2011.
4
CRS Report RL34026, Defense Acquisitions: How DOD Acquires Weapon Systems and Recent Efforts to Reform the
Process, by Moshe Schwartz, provides an extensive discussion of the defense acquisition process.
5
The 12th Edition of the Defense Acquisition University Glossary, July 2005, defines an ACAT 1D program as a
Major Defense Acquisition Program (MDAP) which is estimated by the Under Secretary of Defense (Acquisition,
Technology, and Logistics) (USD (AT&L)) to require the eventual expenditure for Research, Development, Test, and
Evaluation (RDT&E) of more than $365 million (FY2000 constant dollars) or the procurement of more than $2.19
billion (FY2000 constant dollars).
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
Program History
In November 2006, the Joint Chief of Staffs Joint Requirement Oversight Council (JROC)
approved the JLTV program. On December 22, 2007, the Under Secretary of Defense for
Acquisition, Technology, and Logistics USD (AT&L) signed an Acquisition Decision
Memorandum (ADM) directing the JLTV Program to move from the Concept Refinement Phase
into the Technology Development (TD) Phase of the DOD System Acquisition Process. The
Army and Marines had intended to issue a Request for Proposal (RFP) for Technology
Development Phase as early as October 2007. Concerned with funding adequacy, technical
maturity, and shifting requirements, the Pentagons acquisition executive, John Young,
disapproved the issuance of the RFP and directed the Army and Marines to go back to the
drawing board and develop a robust technology development phase.6 On February 5, 2008, an
RFP for Technology Development Phase was issued to industry.7 The RFP stated the government
desired to award three contracts for the JLTV Technology Development Phase. The RFP
stipulated that proposals would be due April 7, 2008, and the TD Phase would last 27 months.
Contractors would build four test sub-configurations during the first 15 months, followed by 12
months of testing.
Jason Sherman, Pentagon Halts JLTV Competition, Directs Revised Strategy, InsideDefense.com, September 24,
2007.
7
JLTV Request for Proposal, W56HZV-08-R-0210, February 5, 2008, and Marjorie Censer, JLTV Solicitation Calls
for Three Contractors: Officials Say More are Possible, InsideDefense.com, February 5, 2008.
8
Unless otherwise noted, information in this section is taken from TACOMs JLTV Program website,
http://contracting.tacom.army.mil/MAJORSYS/JLTV/jltv.htm, accessed March 2, 2011, and the Marine Corps PEO
Land Systems JLTV website, https://www.marcorsyscom.usmc.mil/peolandsystems/jltv.aspx, accessed March 2, 2011.
9
Marjorie Censer, Following Northrops Lead, Boeing-Textron Team Files JLTV Protest, InsideDefense.com,
November 12, 2008 and Ann Roosevelt, Textron-Team Protests Army JLTV Awards, Defense Daily, November 13,
2008; and Daniel Wasserbly, U.S. GAO Rejects JLTV Protests, Janes Defence Weekly, February 25, 2009, p. 12.
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
Information in this section, unless otherwise noted is taken from a briefing from the Project Manager Joint Combat
Support Systems on the Joint Light Tactical Vehicle given on February 7 and 8, 2011 and Tony Bertuca, PMs: JLTV
Still Too Heavy, Changing Schedule and Losing Six-Man Variant, InsideDefense.com, February 11, 2011.
11
DOD Briefing: JLTV EMD Industry Day, April 26, 2010.
12
Solicitation, Offer, and Award, Number W56HZV-11-R-0329, U.S. Army Contracting Command, January 26, 2012.
13
Department of Defense Selected Acquisition Report (SAR) Joint Light Tactical Vehicle (JLTV), May 21, 2013.
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
This suggests there is no longer any foreign participation in the JLTV program. Congress might
wish to examine why these countries are no longer interested in the JLTV program, as foreign
participation in these types of programs not only increases interoperability but can also benefit
these programs from a cost perspective.
Program Activities
JLTV EMD Contracts Awarded
On August 22, 2012, the Army announced the award of three firm-fixed price JLTV EMD
contracts totaling approximately $185 million.15 The three companies awarded the EMD contracts
were AM General, LLC (South Bend, IN); Lockheed Martin Corporation (Grand Prairie, TX);
and Oshkosh Corporation (Oshkosh, WI). The period of performance was for 27 months, with
each contractor receiving initial funding between $28 million to $36 million per contractor, with
the balance of funding up to the full contract amount being provided in FY2013 and FY2014. In
12 months, each team was required to deliver 22 full-up prototypes and contractor support for a
14-month comprehensive government testing program, which included blast, automotive, and
user evaluation testing. The overall EMD Phase was scheduled to last 33 months. According to
the Army, the EMD Phase is designed to test and prepare the next-generation vehicles for a
Limited User Test, Capabilities Production Document and Milestone C procurement decision in
FY 2015.16
Unsuccessful bidders, Navistar Defense, BAE Systems, and General Tactical Vehicles (a team of
General Dynamics and AM General), were permitted to continue developing JLTV candidate
vehicles at their own risk and expense, if they notify the government within 30 days of the EMD
contract award.17 Reports suggest some bidders might consider continuing development of JLTV
candidates for submission for production source selection.18
14
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
The winning contractor would build approximately 17,000 JLTVs for the Army and Marines
during three years of low-rate initial production, followed by five years of full-rate production.
The first Army unit would be equipped with JLTVs in FY2018, and the Armys complete
acquisition of JLTVs would be completed in 2040. The Marines would begin acquiring their
5,500 JLTVs at the beginning of production and would be completed by FY2022.
The formal protest was later filed with GAO on September 10, 2015. Under the Federal
Acquisition Regulation (FAR), all losing bidders of government contracts have the ability to
protest contract awards to GAO lawyers if they believe their offer did not get fair consideration
during source-selection proceedings.
20
Information in this section is taken from Sebastian Sprenger, Companies Submit Bids for Joint Light Tactical
Vehicle, InsideDefense.com, February 10, 2015.
21
Joe Gould, Oshkosh Wins JLTV Award, Defense News, August 25, 2015.
22
Lee Hudson and Justin Doubleday, Lockheed To File GAO Bid Protest After Losing JLTV Contract,
InsideDefense.com, September 9, 2015.
23
Ibid.
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
AM General reportedly did not file a protest with the GAO, stating a decision to do so would
result in a distraction from the companys current growth business areas,24 which likely is a
reference to the ongoing role the company plays in the upgrading and modernization of the
HMMWV fleet of vehicles.
GAO Closes Protest and Lockheed Martin Files Claim with the
United States Court of Federal Claims27
On December 11, 2015, Lockheed Martin informed GAO that it would file its JLTV protest
instead with the United States Court of Federal Claims, and on December 15, 2015, GAO closed
Lockheed Martins protest without further action. With the GAO protest dismissed, the Army
lifted its stop-work order to Oshkosh on December 15, 2015.
24
Ibid.
Sebastian Sprenger, Newly Awarded JLTV Work Comes To A Halt Amid Auditors Review, InsideDefense.com,
September 10, 2015.
26
Ibid.
27
Sebastian Sprenger, New Lockheed Suit Means JLTV Protest remains Undecided for Now, InsideDefense.com,
December 16, 2015 and United States Government Accountability Office (GAO) Decision on the Matter of Lockheed
Martin Corporation, December 15, 2015.
28
Sebastian Sprenger, Lockheed Martin Loses JLTV Stop-Work Request, InsideDefense.com, February 12, 2016.
29
Jen Judson, Lockheed Withdraws JLTV Complaint with U.S. Federal Court, Defense News, February 17, 2016.
25
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
Budgetary Issues
FY2017 Presidents Budget Request33
The Presidents FY2017 budget request for the JLTV is as follows:
30
The Director, Operational Test & Evaluation (DOT&E) is the principal staff assistant and senior advisor to the
Secretary of Defense (SecDef) on operational test and evaluation (OT&E) in the Department of Defense (DoD).
DOT&E is responsible for issuing DoD OT&E policy and procedures; reviewing and analyzing the results of OT&E
conducted for each major DoD acquisition program; providing independent assessments to SecDef, the Under
Secretary of Defense for Acquisition, Technology and Logistics (USD(AT&L)), and Congress; making budgetary and
financial recommendations to the SecDef regarding OT&E; and overseeing major DoD acquisition programs to ensure
OT&E is adequate to confirm operational effectiveness and suitability of the defense system in combat use.
http://www.dote.osd.mil/about/mission.html.
31
Director, Operational Test and Evaluation FY2015 Annual Report, January 2016, pp. 125-127 and Lee Hudson,
New Report Reveals Additional Information on JLTV Downselect, InsideDefense.com, February 1, 2016.
32
Director, Operational Test and Evaluation FY2015 Annual Report, January 2016, pp. 125-127.
33
Office of the Under Secretary of Defense (Comptroller)/Chief Financial Officer, United States Department of
Defense Fiscal Year 2016 Budget Request, Program Acquisition Cost by Weapon System, February 2015, p. 3-2.
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress
$ Millions
Quantity
RDT&EArmy
11.5
RDT&EMarines
23.2
ProcurementArmy
587.5
1,828
ProcurementMarines
113.2
192
Total
735.4
2,020
Source: Office of the Under Secretary of Defense (Comptroller)/Chief Financial Officer, United States
Department of Defense Fiscal Year 2017 Budget Request, Program Acquisition Cost by Weapon System,
February 2016, p. 3-2.
34
Megan Eckstein, USMC Commandant Neller: Marines Made Cuts in FY2017 JLTV Buy to save ACV, G/ATOR,
United States Naval Institute (USNI) News, February 11, 2016.
35
For additional information on the ACV, see CRS Report R42723, Marine Corps Amphibious Combat Vehicle (ACV)
and Marine Personnel Carrier (MPC): Background and Issues for Congress, by Andrew Feickert.
Joint Light Tactical Vehicle (JLTV): Background and Issues for Congress