DRAFT_KM Course_PW_SSOW.pdf

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Knowledge Management Officer Qualification (KMOQ) Distance Learning Course Modernization
Solicitation number
M00264-26-RFI-029
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This is a Performance Work Statement (PWS)/Statement of Work (SOW) for the Marine Corps Knowledge Management Officer Qualification (KMOQ) distance learning course development, issued by the Deputy Commandant for Information (DCI), Service Data Office (SDO), and Information Workforce Division (IWD).

The contractor must modernize and restructure the legacy Information Management Officer Qualification (IMOQ) course to align with current Marine Corps operations emphasizing data-driven decision-making, information processes, and Knowledge Engineering. The requirement is divided into two sequential phases over an 18-month period: Phase I (6 months, Base Period) focuses on planning, requirements definition, legacy training assessment, learning objectives mapping to 8055 Military Occupational Specialty (MOS) standards, and curriculum architecture design; Phase II (12 months, Option Period 1) encompasses instructional content creation, software development using Adobe Captivate or Articulate 360, iterative testing (Alpha, Beta, Preproduction), SCORM 2004 v.3 packaging, and MarineNet deployment. The contractor must deliver 12 primary deliverables including kickoff materials, monthly status reports, legacy assessment documentation, T&R/KSA mapping matrices, curriculum outlines, storyboards, draft course content, testing reports, final SCORM deployment packages, organic source files, and final summary reports. Contract performance is Firm-Fixed Price (FFP), with work conducted at the contractor's facilities and coordination meetings occurring virtually or on-site at HQMC DC-I (Washington, D.C.) or TECOM (Quantico, VA). The Government retains unlimited ownership rights to all deliverables, source files, and course materials with no contractor proprietary claims. Required contractor qualifications include demonstrable experience in DoD curriculum development conforming to Navy/Marine Corps LMS standards, SCORM 2004 v.3 compliance, and industry-standard eLearning software. Services must be performed during normal business hours (8:00 AM–4:00 PM, Monday–Friday, except federal holidays), require no classified network access, and involve no government facility access requirements.

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MCINCR RCO – RA PWS/SOW Template – Strategic Branch

Fiscal Year 2025_Ver.1

DISTRIBUTION: DoW COMMUNITY ONLY

Performance Work Statement (PWS) / Statement of Work (SOW)

Deputy Commandant for Information (DCI)

Service Data Office (SDO) & Information Workforce Division (IWD)

1. Background The mission of HQMC DCI-SDO is to guide and implement structural and operational standards across Marine

Corps information related communities. The Marine Corps Knowledge Management Officer Qualification (KMOQ) distance learning course is a pivotal training solution designed to satisfy the training portions of the 8055 Military

Occupational Specialty (MOS) requirements, aligning directly with established Training and Readiness (T&R) standards. The original course (Information Management Officer Qualification (IMOQ)) was initiated by IC4 and deployed to MarineNet (MCeLE) in 2021. This effort modernizes and restructures that legacy material to address critical gaps in Knowledge Management (KM) and modern command and control operations.

2. Scope The existing IMOQ training curriculum is no longer aligned with modern Marine Corps operations, where data-driven decision-making, information processes, and Knowledge Engineering (KE) are critical for tactical and strategic success.

To bridge this capability gap, the Contractor shall provide professional training development, content creation, administrative, testing, and deployment services to design and field an updated Apprentice-Level KMOQ distance learning course.

The requirement is divided into two distinct, sequential phases:

• Phase I (Planning & Analysis): Defining comprehensive course requirements, assessing legacy training, aligning with T&R standards, determining content delivery modalities, and project planning.

• Phase II (Content Development & Deployment): Authoring coursework content, software-driven interactive development, robust testing (Alpha, Beta, Preproduction), packaging to SCORM standards, and final MarineNet production deployment.

3. Performance Requirements The contractor shall…

3.1. Joint Phase I and Phase II Tasking: Administrative and Project Management

3.1.1. Kickoff Meeting: The Contractor shall conduct a kickoff meeting within fifteen (15) calendar days of contract award (or Phase II exercise) to review the management plan, introduce key personnel, and finalize the project schedule. The Contractor shall deliver Kickoff Meeting Slides and Meeting

Minutes.

3.1.2. Monthly Status Reports (MSR): The Contractor shall submit monthly status reports detailing work performed, progress milestones, resource utilization, scheduling updates, and outstanding technical/administrative risks.

3.1.3. In-Progress Reviews (IPR) & Decision Support: The Contractor shall coordinate and conduct scheduled IPRs with HQMC DC-I SDO and TECOM to present design iterations, course structure updates, and seek feedback loops for content delivery mix (text, imagery, audio, video, interactivity levels).

3.1.4. Final Summary Report (FSR): The Contractor shall prepare and submit an exhaustive final report detailing the complete lifecycle of the course development, issues resolved, user testing summaries, and final status of the software transfer.

3.2. Phase I Tasks: Course Planning, Requirements Definition, and Analysis

Fiscal Year 2025_Ver.1

DISTRIBUTION: DoW COMMUNITY ONLY

3.2.1. Legacy Training Assessment: The Contractor shall perform a technical and instructional assessment of the 2021 KMOQ curriculum, identifying content modules that must be deprecated, modified, or preserved.

3.2.2. Learning Objectives & KSA Mapping: The Contractor shall develop a structured list of

Knowledge, Skills, and Abilities (KSAs) mapped directly to the 8055 MOS T&R performance standards.

3.2.3. Curriculum Architecture Design: The Contractor shall establish the course outline, determine the ideal mix of interactive content delivery (e.g., text, multimedia, scenario-based interactivity levels), and formulate corresponding exam formats and quiz questions to validate KSAs.

3.3. Phase II Tasks: Content Creation, Testing, and System Deployment

3.3.1. Instructional Content Creation: The Contractor shall author all script, storyboard, and interactive content designed to teach KMOQ KSAs. Content must pass quality review check-ins and cross-checks with T&R standards.

3.3.2. Software Development & Packaging: The Contractor shall program the storyboarded modules using standard industry software suites (Adobe Captivate, Articulate 360, or equivalent approved by the Government).

3.3.3. Alpha & Beta Testing: The Contractor shall execute iterative rounds of testing.

3.3.3.1. Alpha Testing: Internal team evaluation of content accuracy, flow, and user experience -

Revise content-Package to SCORM 2004 v.3 standard-Deploy to a testing environment.

3.3.3.2. Beta Testing: Selected external SME/customer evaluation of course functionality and curriculum efficacy - Collect feedback - Revise content - Package to SCORM 2004 v.3 standard - Redeploy.

3.3.4. Final Preproduction Functional & Operational Testing: The Contractor shall perform rigorous functional validation of the entire package (ensuring link integrity, video rendering, scoring accuracy, and bookmarking functionality) before packaging into the final SCORM format.

3.3.5. System Certification and MarineNet Deployment: The Contractor shall coordinate with TECOM and MarineNet administrators to clear final system certifications (including Content Controller and

MarineNet protocols) and deliver the SCORM zip package for complete LMS production integration.

The Contractor shall monitor the live deployment and report completion to the TPOC.

4. Government Ownership and Data Rights The Government shall retain unlimited, unrestricted, and exclusive rights to all deliverables, data, curricula, storyboards, designs, graphic files, audio/video assets, and course materials developed under this agreement.

• Upon successful completion or termination of the contract, the Contractor shall deliver all organic source files (e.g., .cptx for Adobe Captivate, .story for Articulate 360, raw media assets, scripts) and SCORM packaging files to the Government.

• The Contractor shall not retain proprietary claims, licensing requirements, or royalties on the completed curriculum or its source code.

5. Applicable Information and/or Documents

5.1. Government Technical Point of Contact (TPOC): TBD

5.2. Period of Performance: The total estimated period of performance is 18 months, structured as follows:

Period Phase/Scope Estimated Timeline

Base Period Phase I: Planning Requirements

& Course Design

Award Date + 6 months

Option Period 1 Phase II: Content Creatin, Testing, & LMS Deployment

Base Period End + 12 months

5.3. Place of Performance: Work shall primarily be performed at the Contractor's facilities. Coordination meetings, planning reviews, and technical integration testing may occur virtually or on-site at:

Fiscal Year 2025_Ver.1

DISTRIBUTION: DoW COMMUNITY ONLY

• Headquarters Marine Corps, Deputy Commandant for Information (HQMC DC-I), Washington, D.C.

• Training and Education Command (TECOM), Marine Corps Base Quantico, VA.

5.4. List of Deliverables: If applicable, list any tangible items that a contractor must deliver to meet the requirement / perform the service.

Deliverable Name Description Frequency or

Required Date

Method of

Delivery

Kickoff Slides &

Minutes

Slides (PPTX) and minutes

(Word) detailing timeline, scope, and POCs

Within 5 days post-kickoff Email to TPOC

Monthly Status

Reports (MSR)

Project status, hours/costs, and tracking metrics (Word/PDF)

By the 10th of each month Email to TPOC

Legacy Training

Assessment

Assessment of 2021 IMOQ and gaps identification (Word/PDF) Phase I, Month 2 Email to TPOC

T&R / KSA

Mapping &

Objectives

Comprehensive matrix mapping course content to

MOS 8055 standards

Phase I, Month 4 Email to TPOC

Curriculum

Outline & Quiz

Formats

High-level course architecture, scenario planning, and exam blueprints

Phase I, Month 5 Email to TPOC

Final Phase I

Summary Report

Wrap-up report summarizing all Phase I findings and requirements

Phase I, Month 6 Email to TPOC

Storyboards &

Raw Content

Assets

Completed scripts, storyboards, and interactive asset plans Phase II, Month 4

Secure File

Transfer

Draft Course

Content (Alpha)

Initial software compilation

(e.g., Adobe

Captivate/Articulate files)

Phase II, Month 7 LMS Sandbox /

Transfer

Testing Plan and

Report

Comprehensive summary of

Alpha, Beta, and Preproduction test runs

Phase II, Month 10 Email to TPOC

Final SCORM

Deployment

Package

Production-ready SCORM

2004 v.3 zip files for

MarineNet

Phase II, Month 11 Secure File

Transfer

Organic Course

Files

Original source files (.story, .cptx, raw media assets) Phase II, Month 12

Secure Drive

Transfer

Final Phase II

Summary Report

Detailed deployment and completion sign-off report Phase II, Month 12 Email to TPOC

☐ Not applicable

5.5. Delivery Address: If applicable, specify the required delivery address for deliverables, including any names/titles and physical address(es).

☒ Not applicable

5.6. Hours of Operation:

Services must be performed during normal working hours in coordination with the TPOC, 8:00 AM –

4:00 PM, Monday – Friday, except U.S. Federal Holidays.

Fiscal Year 2025_Ver.1

DISTRIBUTION: DoW COMMUNITY ONLY

5.7. Contractor Personnel / Qualifications:

The Contractor shall provide instructional designers and software developers with demonstrable experience in:

• DoD curriculum development (specifically conforming to Navy/Marine Corps LMS standards).

• Developing SCORM 2004 v.3 compliant materials.

• Utilizing Adobe Captivate, Articulate 360, or equivalent industry-standard eLearning software.

5.8. Travel:

The Government intends to award a Firm-Fixed Price (FFP) contract type. The Contractor is responsible for all travel/per diem related expenses required to perform this contract. Any anticipated travel costs in the performance of this contract shall be included as part of the quoted rate(s). Any travel matters associated with the performance of this contract are the sole responsibility of the

Contractor. The Government shall not have any financial responsibility other than paying for the FFP on each line item.

☐ Not applicable

5.9. Security Requirements: The Contractor shall not require access to classified Government networks or systems. All information accessed or shared by the Government via the Contractor's platform will be unclassified

☐ Not applicable

5.10. Government Facility Access:

5.11. Specifications:

5.12. List of Attachments:

(End)

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