SOW Final.doc

DRAFT FOR SOURCE SELECTION

STATEMENT OF WORK

FOR

COCKPIT/CREW RESOURCE MANAGEMENT (CRM)

COURSEWARE DEVELOPMENT

AND

TRAINING IMPLEMENTATION

NOV 2010

TABLE OF CONTENTS

SECTIONS

Page

1. Description of Services

2. Service Delivery Summary

3. Government-Furnished Property and Services

4. General Information

5. Appendices

APPENDICES

1. Estimated Workload and Training Locations

2. CRM Training Courses to be Developed

3. Additional CRM Training Material

4. List of Publications

5. Contract Deliverables

SECTION 1

DESCRIPTION OF SERVICES

1.1 SCOPE OF WORK. The Government requires non-personal services for Cockpit/Crew Resource Management (CRM) courseware development and training. The contractor shall provide all personnel, courseware development facilities, equipment, tools, materials, supervision, and other items and services necessary to perform this CRM courseware development and training as defined in this Statement of Work (SOW). The contract start date is planned for 1 Dec 2011 (FY12 – base year) and will run 6 years total through FY18 (31 Jan 2018). The government also plans a two month phase-in for this effort (1 Dec 11 – 31 Jan 12). These services shall be for the Combat Air Forces (CAF) and other types of USAF Mission Design Series (MDS) aircraft. MAJCOMs participating in this effort are Air Combat Command (ACC), Pacific Air Forces Command (PACAF), the Air Education and Training Command (AETC) Formal Training Units (FTU’s) at Luke AFB, AZ (F-16) and Tyndall AFB FL (F-22) and the Air Force Global Strike Command (AFGSC). CRM training will primarily be provided to USAF aircrews but may also include aircrews from other military services and foreign governments. Workload estimates for aircrew members are identified in Attachment 1. After contract award, the government reserves the right to include additional MDS’s within participating MAJCOM’s as well as including additional MAJCOMS, Direct Reporting Units, and Field Operating Agencies. These requirements will be negotiated by the winning contractor and the government as required.

1.2 GOALS. The goal of the USAF CRM program (as defined in AFI 11-290) is to:

1.2.1 Maximize operational effectiveness and combat capability.

1.2.2 Preserve Air Force personnel and material resources.

1.3 OBJECTIVES. CRM training will be designed and managed to accomplish the following objectives:

1.3.1 Develop Aircrew skills in recognizing and responding to the conditions that lead to Aircrew error.

1.3.2 Develop Aircrew proficiency in CRM skills.

1.4 PURPOSE. The primary intent of this contract is to provide CRM training to the aircrew members identified in the Attachment 1 in accordance with AFI 11-290 and the applicable MAJCOM Supplements to AFI 11-290. The Government requires contractor services to provide academic training to aircrews at the FTU and operational units (continuation training). The contractor shall also provide academic training to instructors to reinforce the application of positive CRM skills in day-to-day operations. Finally, the contractor is also encouraged to develop innovative ways to make CRM more than simply an annual training event—to integrate CRM so that it is a conscious part of the way aircrews do business.

1.5 OVERALL REQUIREMENTS.

The CRM Program will be delivered as a phased, building block approach that follows crewmembers through their professional development. Each level of training should prepare and motivate participants for the next level of training. All courses will be developed and taught using UNCLASSIFIED training resources.

1.5.1. Required Training Courses. The contractor shall design, develop, and instruct three different types of CRM courses (each course will be developed and taught for a specific MDS and its associated audience).

1.5.1.1 FTU CRM Training (Basic Qualified Course) - This course shall be tailored to each MDS FTU identified in Appendix 2. Courseware shall be developed as training that builds on the CRM principles learned at initial aircrew training (Undergraduate Pilot/Navigator Training UPT/UNT for example) and applies techniques to the crewmember’s specific mission. Contract instructor guided facilitation will be used to lead the course but allow students the opportunity to exchange ideas and experiences during the class. Class sizes shall be at least 4 but no more than 20 crewmembers. This course shall be updated/revised in accordance with the contractor’s approved Instructional Systems Development (ISD) Management Plan and the final negotiated contract. The FTU course will be a 4 hour block of instruction delivered in one of 3 ways:

The contractor will coordinate with each FTU to determine the format each FTU will use for their CRM training. Each FTU will also decide when these courses will be taught during FTU training (as outlined in the applicable FTU syllabi). The winning contractor will use the existing FTU courses to develop the next generation of FTU CRM training. These FTU courses will be revised as required throughout the lifetime of the contract.

1.5.1.2 FTU CRM Training (Requalification Course) – This course shall be tailored to each MDS identified in Appendix 2 and tailored to the student who is returning to a weapons system (was previously qualified). This course shall be 2.0 hours in length and will be taught as determined by the applicable course syllabi. This course should be similar to the current Continuation Training course for that applicable aircraft.

1.5.1.3 Continuation Training (CT) CRM – This training shall build on initial and FTU CRM training. Contract Instructor guided facilitation should be used to lead the course but allow students an opportunity to exchange ideas and experiences during the class. Courses shall also emphasize important topics of particular interest to specific weapon systems that will be determined by the government (as recommended by the contractor). Aircrews annotated in Appendix 1 will be required to accomplish this training once every two-year period (except for AETC personnel at Luke and Tyndall who will accomplish CRM CT annually). CT courseware shall be completely revised with new training material and new case studies a minimum of every 2 years, more often if in accordance with (IAW) the contractor’s ISD Management Plan and the final negotiated contract. F-22 and F-16 CT courses will have new case studies added on an annual basis (per the AETC requirement for annual CRM CT). Class sizes for large units should be at least 8 but no more than 20 crewmembers. For smaller units, class size can be reduced to less than 8 where applicable. All CT CRM courses should be approximately 2.0 hours in length.

1.5.1.4 Instructor CRM Training – Flight training instructors are key to a successful CRM training program. The contractor shall design a course that will prepare the instructor to recognize, analyze, and evaluate CRM principles in the FTU and operational unit. Instructor CRM training should prepare instructors for all phases of flight training. The course should prepare the Instructor to provide specific, meaningful, and standardized feedback to aircrews regarding their CRM skills and overall mission effectiveness. Instructors and evaluators shall be trained to be highly proficient in all CRM skills and to be expert observers of how these skills are applied by crewmembers in a mission environment. The contractor shall train instructors to use CRM Performance Assessment Tools to provide specific feedback to crewmembers regarding their CRM skills on a day to day basis. Class sizes should be at least 4 but no more than 20 crewmembers. This course should be designed to be no longer than 2.0 hours in length.

1.5.2 CRM Training Courses Objectives. The following are the knowledge and skill objectives of CRM as defined in AFI 11-290. They form the baseline of the CRM training program core curriculum. The contractor shall tailor the objectives taught in each different CRM course to fit the unique characteristics of the primary mission and weapon system to which the course applies.

1.5.2.1 Situational Awareness. Includes knowledge and skill objectives for preventing the loss of situational awareness, skills for recognizing the loss of situational awareness, and techniques for recovering from the loss of situational awareness.

1.5.2.2 Crew Coordination/Flight Integrity. Knowledge and skill objectives covering the impact on aircrew performance of command authority, leadership, responsibility, assertiveness, conflict resolution, hazardous attitudes, behavior styles, legitimate avenues of dissent, and team building.

1.5.2.3 Communication. Includes knowledge of common errors, cultural influences, and barriers (rank, age, experience and position). Skills will encompass listening, feedback, precision and efficiency of communication with all members and agencies (i.e. Crewmembers, Wingmen, Weather, ATC, Intelligence, etc).

1.5.2.4 Risk Management/Decision Making. Includes risk assessment, the risk management process, tools, breakdowns in judgment and discipline, problem solving, evaluation of hazards, and control measures.

1.5.2.5 Task Management. Includes establishing priorities, overload, under load, complacency, and management of automation, available resources, checklist discipline, and standard operating procedures.

1.5.2.6 Mission Planning/Debrief. Includes pre-mission analysis and planning, briefing, ongoing mission evaluation, and post mission debrief. Also, specific tools and techniques to be used in operational and training missions.

1.5.3 Courseware Delivery Priorities/Phase-In Plan. The government has prioritized the implementation schedule of the different CRM courses required by this SOW. FTU courses are the highest priority followed by CT and Instructor courses. The winning contractor will be allowed to use existing courseware until the dates listed below or as negotiated with the government. The contractor should develop a Phase-In Plan which details how it will meet these course implementation dates, including discussions of workload estimates, priority allocations of personnel and resources, scheduled completion dates of key events, and plans for mitigating risk factors. For planning purposes, the following table outlines the government’s desired schedule for course implementation (implementation means courses are approved for instruction by the government in accordance with paragraph 1.6.4 and instructors fully certified in accordance with paragraph 1.8.1). If the contractor proposes different implementation dates, the Phase-in Plan should fully address the contractor’s rationale.

NOTE – All new CT courses will be ready to teach 2 years from the dates listed above. These dates are based on a 1 Feb 2012 contract start date.

1.6 COURSEWARE

1.6.1 Courseware Design--Instructional Systems Development (ISD). The contractor shall develop all courseware using the current, updated model of ISD as defined in AFMAN 36-2234 and AFH 36-2235. Courseware development (CWD) personnel shall have a working knowledge of this model of ISD commensurate with his or her level of involvement in the ISD process. CWD personnel shall also have a working knowledge of all applicable regulations, instructions, procedures, Technical Orders, and other publications listed in Appendix 4 of this SOW.

1.6.1.1 ISD Management Plan. The contractor's Instructional Systems Development (ISD) Management Plan shall describe the ISD activities to be performed during the analysis, design, development, and implementation of the training system. The principal use of this ISD Management Plan is to provide the program management agency a basis for evaluating the effectiveness of applying the ISD process over the life cycle of the training system. The plan shall be delivered as part of the contractor’s proposal and the government will evaluate the plan of each offeror’s proposal during the technical evaluation according to the criteria in the solicitation. The report shall be in the contractor’s own format, but shall include the following sections:

1.6.1.1.1 Executive Summary. This section shall summarize the purpose and scope of the ISD effort and associated support effort. It shall address the program management and technical management objectives, quality control methods and procedures, and the standards used to establish the organization, structure, manning, and skill levels of the program team. This section shall also describe how ISD organizational functions, responsibilities, and support requirements are implemented in the training system. Summary scheduling information and program phasing of major task breakouts shall be included. Program tasks shall be correlated with key ISD tasks or events that can be observed and verified. Lastly, this section shall summarize the total magnitude of the ISD effort for the training system in terms of the overall work effort, time required, impacts, expected results, and products.

1.6.1.1.2 Technical Approach. This section shall describe the specific technical approach, methods, and procedures used to apply the ISD process to the training system (refer to AFH 36-2235 for guidance). This section shall describe the built-in mechanisms used to control and manage the technical requirements for the ISD process (e.g., requirements creep). This section shall also describe how ISD principles and practices are incorporated into the design and development of the training system. ISD tasks shall be correlated with the completion of deliverable products (i.e., data courseware and software). Work units shall be identified with the technical requirements of the training program.

1.6.1.1.3 Program Management. This section shall describe how the ISD effort is managed for the total training program. Special emphasis shall be given to ISD management of the training system by functional areas of: Management, Administration, Delivery, Evaluation, and Support (refer to AFH 36-2235, Volume 3). Functional areas of the ISD process shall be grouped by ISD phases as follows: Analysis, Design, Development, and Implementation (refer to AFH 36-2235, Volume 3).

1.6.1.1.4 Program Constraints and Assumptions. This section shall describe constraints (i.e., limiting factors) to, and assumptions of, the ISD effort. This section shall also describe any impacts these constraints and assumptions could, or will, have on the overall training program. Lastly, this section shall describe any new or revised procedures which could affect the Managerial, Acquisition, or Technical aspects of the program as a result of applying ISD constraints and assumptions.

1.6.1.1.5 Risk Management. This section shall describe the systematic approach used to identify and manage the risks associated with the application of the ISD process, especially the courseware development (CWD) effort. This section shall also include a description of the technical performance measures (i.e., metrics) used to evaluate the effectiveness of applying ISD principles and practices to the training system over its life cycle. Technical performance measures shall include criteria to measure the quantity, quality, and timeliness of performance parameters selected for surveillance of the ISD effort (e.g., hours required per hour of computer-based instruction).

1.6.1.1.6 Milestones. This section shall identify milestones and time phasing of each task in the ISD Management Plan. Special emphasis shall be given to the development, review, revision, and delivery of courseware.

1.6.1.1.7 Quality Control. This section shall describe the contractor's entire Quality Program Plan (QPP). This QPP should also encompass the Training and Instructors as referenced in paragraphs 1.7 and 1.8. The contractor shall provide the Contracting Officer an updated copy of the QPP as changes occur. The contractor's QPP shall specifically:

1.6.1.1.7.1 Describe the inspection system used to cover all services listed in the SDS (reference Section 2 of this SOW). The description shall include specifics as to the areas to be inspected on both a scheduled and unscheduled basis, frequency of inspections, and the title and organizational placement of the inspectors. Areas shall include, but are not limited to, in-progress training, reviewing documentation, using student critiques, questioning personnel on instructional techniques, review of courseware drafts, and review of finalized courseware materials.

1.6.1.1.7.2 Describe the records to be kept to document inspections and corrective or preventive actions taken. The records of inspections shall be kept and made available to the Government throughout the contract performance period and for the period after contract completion until final settlement of any claims under this contract.

1.6.1.1.7.3 Specify the contractor's control procedures for Government-provided cipher combinations, keys, lock combinations, and safe combinations.

1.6.1.1.8 Organization and Staffing. This section shall describe the organizational structure that will meet the ISD requirements of the training program. The organizational elements responsible for implementing the ISD process in the training program shall also be described, along with their relationship to other supporting organizational elements (e.g., Wing, FTU, TRSS Detachment, etc.). The extent of authority delegated to each element for accomplishment of the ISD effort shall be clearly defined. Organizations participating in the management of, or contribution to, the ISD effort shall be identified and their specific roles, responsibilities, functions, and interactions shall be delineated and shall be displayed in a functional matrix.

1.6.1.1.9 Coordination and Communication. This section shall describe the plans for ensuring effective communications among all ISD participants. The processes and procedures to be used for coordination of the ISD effort and data exchange between agencies, and within the chain of authority, shall also be described.

1.6.1.1.10 Acquisition and Use of Resources. This section shall describe how resources will be acquired and used for accomplishment of the ISD effort over the life cycle of the training system. This section shall also identify and describe the quantities and types of resources required for the total ISD effort. Resources include manpower, personnel, equipment, materials, and facilities. Long-lead items and critical items such as those that may affect concurrence of the training system with the parent system shall also be identified in this section. Lastly, this section shall identify resource problem areas which could affect scheduling, funding, or personnel loading and shall describe feasible solutions to these problem areas.

1.6.1.1.11 Training of Personnel. This section shall describe the training provided to personnel to accomplish the ISD effort. Special emphasis shall be placed on a description of any required training in the specific technical approach, methods, and procedures used to apply the ISD process to the training system. This section shall also identify the quantities, types, and skills of personnel requiring ISD training. This section shall present scheduling information for ISD training and include a description of the events, periods, and duration of training. Scheduling information should be tied to, and correlated with, other significant program milestones.

1.6.1.1.12 Other Considerations. This section shall contain any ISD considerations that are not addressed in other sections of the contractor's ISD Management Plan. The contractor should specifically address the ISD aspects of any courseware/training material proposed pursuant to paragraph 1.10 of this SOW.

1.6.2 Required Reports. The contractor shall produce and deliver the following reports:

1.6.2.1 Contractor’s Progress, Status, and Management Report (Monthly). The contractor shall provide this report indicating the work accomplished during the previous month, the status of any ongoing projects/issues, any travel accomplished, and any other pertinent information.

1.6.2.2 Contractor’s Courseware Report (Annually). The contractor shall annually provide a report which lists all lessons developed and maintained by the contractor. The report shall list each lesson by lesson number, lesson title, a short narrative description of the lesson content, the last revision date, presentation format of the lesson, and length of the lesson.

1.6.2.3 Objectives and Media Analysis Report. The contractor shall develop and deliver a baseline Objectives and Media Analysis Report (OMAR). For each course of instruction developed, the OMAR shall contain the training objectives, methods, media used, and corresponding rationale (as a minimum).

1.6.2.4 Lesson Strategy Report. The contractor shall prepare and deliver a Lesson Strategy Report (LSR) for each lesson developed for this contract. Each LSR shall describe the instructional strategies, subject matter content, instructional materials formats, and other guidance for producing the training materials for each lesson (as a minimum).

1.6.3 Courseware Development (CWD) Schedule. The contractor shall develop, coordinate, and produce a definitive CWD schedule that shall identify the milestones and time phasing of CWD that will occur during the next fiscal year. Special emphasis shall be given to milestones at which key ISD tasks or events produce deliverable data or intermediate products of the CWD process. The contractor shall provide the initial CWD schedule to the Chief QAP no later than 30 days after contract award. The Chief QAP will have 15 calendar days to notify the contractor of acceptance of, or the required modifications to, the CWD schedule. The contractor will then submit a finalized CWD schedule to the Chief QAP and Contracting Officer (CO) within 15 days of receiving any government changes. The contractor shall notify the Chief QAP and CO 15 days prior to any anticipated slip in the CWD Schedule, including the reasons for the missed milestone and an assessment of the impact on the overall CWD Schedule.

1.6.4 Courseware Review and Acceptance. The Government will use a CRM courseware review team to accept all courseware delivered IAW the approved CWD Schedule. For the purposes of developing the CWD Schedule and ISD Management Plan, the contractor shall provide the government thirty (30) days to review any finished portion of (modules) or unfinished complete courseware package and thirty (30) days to review and approve any finished, complete courseware package. The contractor may elect to brief the government review team on modules of training completed and ready for review if desired. Courseware review will take place at a location as agreed upon by both the Government and winning contractor.

1.6.5 Courseware Validation. The contractor shall develop tools to measure the effectiveness of all CRM training delivered. On the micro-level, this measure of effectiveness would indicate how well the student is learning the objectives of CRM as defined by this SOW. At the macro-level this measure of effectiveness should indicate how well students are applying CRM principles in everyday operations. The contractor may develop, review, and respond to end-of-course critiques of academic instruction and design and maintain a system to track completion, critiques, and attitude change data.

1.6.5.1 Annual Feedback and Analysis Report – The contractor shall provide the Chief QAP an annual report of aircrew feedback to CRM training. This report will be due to the Chief QAP by 1 March of each year and will be based on feedback received during the previous calendar year (1 January through 31 December). This report will provide the Government a brief analysis of CRM training as reported by student end of course critiques. The contractor will use this report to make changes to or improvements to the CRM training and/or CRM program itself.

1.6.6 Courseware Review and/or Revision. The contractor shall periodically review and/or revise courseware materials. This process should be detailed in the ISD Management Plan. However, to keep the CRM material up to date with the latest information, CT courses shall be completely revised at least every two years (or as reference in Para 1.5.1.3). Under no circumstance should the same courseware or training material, including the same interpretations or discussions of a mishap scenario, be taught to the same student more than once throughout the life of the contract.

1.6.7 Courseware Out-of-Cycle Changes. The contractor shall update/revise courseware in response to aircraft mishap reports and changes made to any applicable syllabi, Technical Order (T.O.), and Air Force Instruction which affect the content of the lesson. The Chief QAP will notify the contractor of the requirement for any change and will furnish all required event details. The revised courseware shall be completed by the contractor within 30 calendar days of notification for minor corrections and 6 months for major corrections unless a different time frame is mutually agreed to between the government and contractor.

1.6.8 Existing Courseware. The contractor shall revise and create the CRM training courseware program using courseware provided from the previous contract. Contractors should be well versed in CRM training taught at UPT and UNT to ensure FTU training developed under this solicitation builds on that training. During phase in, the winning contractor will be given access to all current CRM courses.

1.7 TRAINING.

1.7.1 Training Workload Management Plan. The contractor shall develop and submit a plan which outlines its management approaches, methods, innovations and policies for ensuring all required aircrews will be trained in accordance with this SOW. This plan shall include workload analysis and long range planning, as well as proposed scheduling procedures. The plan shall be submitted with the offeror’s proposal in response to this solicitation.

1.7.2 Learning Management/Training Management System (LMS/TMS). The contractor shall develop an automated CRM LMS/TMS. This system shall contain the master schedule of all CRM training elements: classes, locations, dates, attendance, and, personnel trained. It should also contain additional training materials as outlined in paragraph 1.9. Access to the LMS/TMS by Government personnel should be available through a web site address. The government does not require rights to, or delivery of, the entire LMS/TMS. However, all information and materials placed on the LMS/TMS must be transferable to the Government in a usable format at the completion of the contract.

1.7.3 Training Coordination and Scheduling. The contractor will coordinate with each site to ensure each identified crewmember receives CRM training as required by this SOW. Training for FTU students shall be scheduled to ensure each student receives training at the appropriate time in the FTU syllabus. The contractor may use the locations specified in Appendix 1 as training locations, but shall be responsible for scheduling classroom time with each site as required.

1.7.3.1 Annual Training Schedule. The contractor shall coordinate with each site to develop a CRM training schedule on an annual basis. Coordination shall be completed in the last fiscal quarter prior to the fiscal year being scheduled. Changes to the schedule will be coordinated between the contractor and the site as far in advance as possible. A revised schedule of training shall be published quarterly and provided to each site scheduler, MAJCOM Program Manager, and the Chief QAP. Scheduling conflicts that cannot be resolved between the contractor and the site shall be forwarded to the respective MAJCOM Program Manager.

1.8 INSTRUCTORS

1.8.1 Instructor Training and Certification Plan. The contractor shall develop, deliver, and implement an Instructor Training and Certification Plan that shall ensure contractor instructors meet the standards outlined in this SOW. The contractor shall deliver the Instructor Training and Certification Plan with its proposal. The plan shall address instructor qualification requirements to include aircraft flight and instructor flight time, CRM experience/expertise, education levels, and any additional education/training requirements proposed. The plan shall clearly outline the process by which the contractor will provide or obtain the additional education/training requirements proposed.

1.8.2 Instructor Qualification Notice. The contractor shall provide the Chief QAP written notification that an individual is qualified to instruct, without supervision, a CRM training course prior to actual unsupervised instruction. Written notification shall include the name of the individual, a description of the qualification received, and the name of the instructor certifying the accomplishment of the training.

1.9 Additional CRM Training Materials. In addition to the courseware development and training requirements of this SOW, the Government desires courseware/training materials developed for active duty USAF, Government employee and Contractor Instructors. Courseware could be in the form of lesson plans, training scripts, training scenarios, case studies, etc. The intent is to reinforce CRM skills in all day to day operations including but not limited to mission planning, simulator sessions, training flights, mission de-briefs, and training/safety days. These additional training materials will be made available for Government use on the contractor’s proposed LMS/TMS. Workload for this material is located in Appendix 3.

SECTION 2

SERVICE DELIVERY SUMMARY

SECTION 3

GOVERNMENT-FURNISHED PROPERTY

3. GENERAL INFORMATION. This section of the SOW details the government furnished property (GFP) which the Government will provide to the contractor to accomplish the requirements of this SOW. The contractor shall provide any other facilities, equipment, supplies or services that the contractor determines necessary to accomplish this contract effort.

3.1 Government-Furnished Facilities, Government-Maintained. The Government will furnish or make available a room at each installation listed in Appendix 1. These rooms will contain only enough desks, tables and chairs to accommodate the students of the class-size identified in this SOW. The contractor should be prepared to provide any other equipment necessary to perform the contract as proposed (e.g. overhead projectors, computers, dry-erase boards, etc.). These rooms will only be used by the contractor during the time that CRM training is scheduled and must be returned to their original state once the contractor completes training during that particular visit. Government facilities have been inspected for compliance with the Occupational Safety and Health Act (OSHA). No hazards have been identified for which work-around procedures have been established. Should a hazard be subsequently identified, the Government corrects OSHA hazards according to base-wide Government developed and approved plans of abatement taking into account safety and health priorities. The fact that no such conditions have been identified does not warrant or guarantee that no possible hazard exists, or that work-around procedures will not be necessary, or that the facilities as furnished will be adequate to meet the responsibilities of the contractor. Compliance with the OSHA and other applicable laws and regulations for the protection of employees is exclusively the obligation of the contractor. Further, the Government will assume no liability or responsibility for the contractor’s compliance or noncompliance with such requirements, with the exception of the aforementioned requirement to make corrections according to approved plans of abatement subject to base-wide priorities. No alterations to the facilities shall be made without specific written permission from the Contracting Officer. These facilities shall be used only in the performance of this contract.

3.2 Government-Furnished Equipment (GFE). The Government does not intend to provide any GFE for this contract.

3.3 Government-Furnished Materials, Contractor Maintained. The Government will provide government owned courseware as specified in paragraph 1.6.8 of this SOW. This information will be provided to the contractor in its existing condition and format. At the end of the contract the contractor shall return all residual inventories to the Government.

3.4 Government-Furnished Materials, Government Maintained. The Government will provide the contractor access to mishap reports and statistical flight/mishap data for use in preparing and updating training plans and courseware. Course materials must be kept current. Note: mishap data is privileged and mishap reports are limited to official use only. This information shall be used for the expressed purposes of CRM training and shall not be released outside of the contractor/government channels. Mishap reports shall be provided only IAW AFI 91-204 and applicable contract personnel shall sign a non-disclosure agreement.

3.5 Government-Furnished Services.

3.5.1 Subject Matter Advisors (SMAs). The Government will provide a Subject Matter Advisor (SMA) for specific mission design series aircraft as required. The contractor’s courseware designers/developers and SMEs may use government SMAs for specific MDS information and advice. All SMAs are responsible to the program manager and are not inspectors nor are they authorized to accept or approve work done with, or changes to, this SOW.

3.5.2 Quality Assurance Personnel (QAPs). The government will appoint each MAJCOM CRM Program Manager as the MAJCOM QAP for this contract. Accordingly, the MAJCOM QAPs will be responsible for coordinating the efforts of each site within their command and for any other responsibilities specifically identified by this SOW. MAJCOM QAPs may appoint site QAPs as required.

SECTION 4

GENERAL INFORMATION

4.1 CONTRACTOR PERSONNEL. The government views the following job classifications and qualifications as the standard for the personnel team used to satisfy this requirement. If the contractor proposes to use a different mix of labor type or qualifications, it must fully explain the rationale in its proposal.

4.1.1 Contract Manager. The contractor will provide a contract manager who shall be responsible for the performance of the work. The contract manager or alternate shall have full authority to act for the contractor on all matters relating to daily operation of the contract. The name of this person and alternates shall be designated in writing to the Contracting Officer within 30 days after contract award.

4.1.2 Instructional Designer/Developer Engineer Qualifications. The contractor will employ a minimum of one person who has graduated from a formal Air Force Instructional Systems Design (ISD) course or equivalent. The Instructional Designers/Developers shall have: a Masters Degree in education or related discipline; previous experience in design and production of instructional materials; a minimum of 3 hours of graduate credit in each of the following areas: Instructional Methodology, Tests and Measurements, Educational Psychology, Curriculum Development, and Learning Theory; a minimum of 5 years experience in curriculum development including formative evaluation; and, previous experience in design and production of ISD materials. They must also have experience in courseware development, performance measurement and evaluation, and program management. The Government will consider experience as a substitute for the educational requirements.

4.1.3 Education Technologist Qualifications. Education Technologists shall have: a Bachelors Degree in education or related discipline; a minimum of 3 hours of undergraduate credit in each of the following areas: Instructional Methodology, Tests and Measurements, Educational Psychology, Curriculum Development, and Learning Theory; one year experience in Training Development; and, experience in developing computer based instruction. The Government will consider experience as a substitute for the educational requirements.

4.1.4 Instructor/Subject Matter Expert Qualifications. All new Instructors and Subject Matter Experts (SMEs) must have experience within the past seven years and a minimum of 500 flying hours in the aircraft listed in Appendix 1 for which they will instruct and develop training. Current contract instructors may be grandfathered from this requirement (upon review by the Government Chief QAP within 30 days of award). The Government will give some flexibility with this requirement in regards to the newer Weapon Systems (i.e. RQ-4, F-22). However, single seat fighter experience will be required for teaching single seat CRM and large aircraft experience will be required to teach large aircraft CRM. Contractor instructors and SMEs shall also have a working knowledge of all applicable regulations, procedures, tech orders, and other publications as required. Use of instructors as SMEs and SMEs as instructors is encouraged.

4.2 NON-ATTRIBUTION POLICY. Students will not be held accountable for actions or statements made during the course of training. All debrief items shall be made verbally only, with no written records of individual performance being made. Data gathering for reports and data management shall be accomplished on a group level only. If used, videotapes shall be completely erased in the presence of the applicable student(s).

4.3 PERFORMANCE PLAN. The government will evaluate the contractor’s performance under this contract using an approved performance plan. Surveillance may be performed anytime service is provided. When an observation indicates defective performance, Unit QAPs will forward any observations indicating defective performance to the respective MAJCOM QAP for coordination. The MAJCOM QAP will then forward the observation/deficiency to the Chief QAP who will then formally notify the contract manager if required (most likely through electronic mail). All meetings regarding quality assurance shall be held at a site determined by the Chief QAP unless otherwise stated in this SOW.

4.4 QUALITY CONTROL. The contractor shall maintain a Quality Program Plan (QPP) that shall be integral with the Instructional Systems Development (ISD) Management Plan. All records of inspections shall be kept and made available to the Government throughout the contract performance period and for the period after contract completion until final settlement of any claims under this contract.

4.5 PERFORMANCE EVALUATION MEETINGS. The Contracting Officer may require the contractor’s Contract Manager (reference 4.1.1. above) to meet with appropriate government personnel as deemed necessary. The contractor may request a meeting with the Contracting Officer as he/she believes is warranted. Written minutes, prepared by the Contracting Officer or his/her representative, of any such meetings shall be recorded in the contract and signed by the Contract Officer or the Contract Manager. If the contractor does not concur with any portion of the minutes, such non-concurrence shall be provided in writing to the Contracting Officer within ten (10) calendar days following receipt of the minutes.

4.6 CONFERENCE/MEETING MINUTES. The contractor shall prepare and submit the minutes from all conferences and meetings required by the terms of this contract. Conference and Meeting minutes shall include, but are not limited to, the following: purpose and objective; location; summary of discussions; summary of decisions or agreements reached; resultant action items; and, a list of attendees (by name, rank, position, or title, and activity represented). The contractor shall publish and distribute the minutes to each attendee and to the Chief QAP within five (5) business days of the conference/meeting.

4.7 GOVERNMENT RIGHTS TO DELIVERABLES. The government shall have unlimited rights to any and all items delivered under this contract. These unlimited rights apply as soon as the government explicitly or constructively accepts the delivered item.

4.8 MASTER FILES. At the completion of this contract, the contractor shall provide the Government with the Master Files for all products developed under this contract, including those produced in conjunction with, but not specifically requested for delivery by the requirements of the contract (i.e. ISD Management Plan requirements). The Government may request access to any Master File materials at any time during the performance of this contract. In this regard, upon request, the contractor shall deliver the Master File item to the Government within 10 calendar days. Once delivered, the government obtains unlimited rights to the item. This provision in no way restricts the government’s unlimited rights to all deliverables as outlined in paragraph 4.7 of this SOW.

4.9 HOURS OF OPERATION. Academic instruction will normally be scheduled between 8:00AM to 5:00PM, Monday through Friday exclusive of Federal legal holidays (listed below). Training may occasionally be required outside normal scheduled times. Operating hours may be adjusted (i.e., shifted) by the unit schedulers when necessary to support operational or training requirements. If weekend training or training outside normal scheduled times is required or operating hours are adjusted, the unit scheduler will provide notification to the contractor a minimum of 48-hours in advance for weekends, and 12 hours for normally scheduled workdays. Operations outside normal scheduled times shall be accomplished by the contractor at no additional cost to the Government.

4.9.1 Federal Legal Holidays. The following Federal legal holidays are observed under this contract:

(1) New Year's Day 1 January

(2) Martin Luther King's Birthday Third Monday in January

(3) President's Day Third Monday in February

(4) Memorial Day

Last Monday in May

(5) Independence Day 4 July

(6) Labor Day…… First Monday in September

(7) Columbus Day Second Monday in October

(8) Veterans Day...

11 November

(9) Thanksgiving Day Fourth Thursday in November

(10) Christmas Day 25 December

NOTE: If any of the above Federal legal holidays fall on a Saturday then it will be observed on the preceding Friday. Likewise, if any of the above Federal legal holidays fall on a Sunday then it will be observed on the following Monday.

4.10 GENERAL DEFINITIONS:

4.10.1 Contract Deliverables. Materials delivered by the contractor in the performance of this contract, all of which become property of the government. Examples of contract deliverables include all courseware and separate works comprising the courseware.

4.10.2 Defective Service. A service output that does not meet the standard of performance specified in this contract for that particular service.

4.10.3 Performance Measure. The point that divides acceptable and unacceptable performance of a task according to the Service Delivery Summary (Section 2 of this SOW) and the Inspection of Services contract clause. It is the specific standard required to achieve successful performance.

4.10.4 Periodic Surveillance. A surveillance method where samples of service output are selected on other than a one hundred percent (100%) or statistically random basis.

4.10.5 Quality Assurance (QA). A planned and systematic pattern of all actions necessary to provide confidence that adequate technical requirements are established, products and services conform to established technical requirements, and satisfactory performance is achieved. For purposes of this contract, QA refers to actions performed by the Government.

4.10.6 Quality Assurance Personnel (QAP). A functionally qualified person who performs quality assurance functions for a contracted service. For the purpose of this contract, the Chief QAE will be located at Headquarters Air Combat Command Training Support Squadron (HQ ACC/TRSS), Langley Air Force Base, VA. MAJCOM QAPs will be located at the Headquarters of every other participating MAJCOM.

4.10.7 Quality Control. Those actions taken by a contractor to control the production of outputs to ensure that they conform to the contract requirements.

4.11 TECHNICAL DEFINITIONS:

4.11.1 Acceptance (of deliverable items). Acceptance applies to new contract deliverables. Acceptance means the Government has approved the new deliverable for delivery (refer to "Delivery").

4.11.2 Approval (of courseware revisions). Approval applies to the revision of a previously accepted courseware item. The Government will submit a request for courseware revision to the contractor. The contractor shall revise the courseware in accordance with the request and send the revised courseware to the Government. Contractor's compliance, and the Government's concurrence with the incorporated requested revision of the courseware, constitutes approval.

4.11.3 Class. A group of students being trained under a formal training syllabus.

4.11.4 Computer Assisted Instruction (CAI). Instruction in which students interact with a computer through a variety of interactive instructional modes such as drill-and-practice, tutorial, dialogue, and simulations.

4.11.5 Computer Based Training (CBT). Training in which computers are used for both training delivery and training management. The management functions often include scheduling, lesson selection, score keeping, and quality of student responses. CBT is an inclusive term used to describe interactive instruction delivered by using a computer. CBT includes Computer Based Instruction (CBI) and/or Computer Managed Instruction (refer to AFH 36-2235, Volume 5). ACC CBI Training System (CBITS) is an example of the hardware part of the ACC CBT system.

4.11.6 Corrections. Changes to new and revised courseware after contractor submission and prior to Government acceptance are corrections. The Government will submit a request for courseware correction to the contractor. The contractor shall correct the courseware in accordance with the request and resubmit the corrected courseware to the Government.

4.11.7 Defense Instructional Technology Information System (DITIS). Refer to Section 4, paragraph 4.9 for the specific tasks associated with the DITIS (more specifically, the DOD Interactive Courseware (ICW) inventory).

4.11.8 Delivery. For the purpose of this SOW, a courseware item is "delivered" when the Government has accepted the item. Items presented to the Government for acceptance which are subsequently rejected and returned to the contractor for correction(s) will not be considered as delivered to the Government (refer to "Acceptance", "Corrections", and "Rejection").

4.11.9 Instructional Systems Development (ISD). A deliberate and orderly, but flexible, process for planning, developing, implementing, and managing instructional systems. ISD ensures that personnel are taught in a cost-efficient way the skills, knowledge, and attitudes essential for successful job performance. The updated model of ISD that is currently in use under this contract is defined in AFM 36‑2234 and AFH 36-2235, Volume 3.

4.11.10 Instructor Certification. Certification involves the evaluation and documentation of an instructor's ability to instruct. This ability is independent of the subject matter taught during the certification presentation. An instructor shall be certified as an academic instructor to teach academic events.

4.11.11 Instructor Qualification. Qualification, leading to certification, involves the evaluation of an instructor's knowledge of the subject…