Fighter OTES - Request For Proposal.pdf

CODE

(Hour)

PAGE(S)

until 04:00 PM local t ime 05 Jan 2011

X

A X B X C

D

EX

X G F 101 - 109

110 - 148 X H 149 - 157 william.davis02@ kirtland.a f.m il

RATING PAGE OF PAGES

7. ISSUED BY

(Date)

IMPORTANT - Award will be made on this Form, or on Standard Form 26, or by other authorized official written notice.

Previous Edition is Unusable 33-134 STANDARD FORM 33 (REV. 9-97)

Prescribed by GSA FAR (48 CFR) 53.214(c)

1 176

(If other than Item 7)

15A. NAME 16. NAME AND TITLE OF PERSON AUTHORIZED TO

AND

ADDRESS SIGN OFFER (Type or print)

OF

OFFEROR

AMENDMENT NO. DATE

15B. TELEPHONE NO (Include area code) 17. SIGNATURE15C. CHECK IF REMITTANCE ADDRESS

IS DIFFERENT FROM ABOVE - ENTER

SUCH ADDRESS IN SCHEDULE.

18. OFFER DATE

1. THIS CONTRACT IS A RATED ORDER

UNDER DPAS (15 CFR 700)

2. CONTRACT NO.

FA7046 8. ADDRESS OFFER TO

See Item 7

9. Sealed offers in original and 5 copies for furnishing the supplies or services in the Schedule will be received at the place specified in Item 8, or if handcarried, in the depository located in

CAUTION - LATE Submissions, Modifications, and Withdrawals: See Section L, Provision No. 52.214-7 or 52.215-1. All offers are subject to all terms and conditions contained in this solicitation.

10. FOR INFORMATION

CALL:

A. NAME (NO COLLECT CALLS)

GREG DAVIS 505-846-1973

11. TABLE OF CONTENTS

SOLICITATION/ CONTRACT FORM

SUPPLIES OR SERVICES AND PRICES/ COSTS

2 - 3

X I CONTRACT CLAUSES

DESCRIPTION/ SPECS./ WORK STATEMENT

PACKAGING AND MARKING

4 - 64 J LIST OF ATTACHMENTS

INSPECTION AND ACCEPTANCE

DELIVERIES OR PERFORMANCE

66 X K REPRESENTATIONS, CERTIFICATIONS AND

OTHER STATEMENTS OF OFFERORS

CONTRACT ADMINISTRATION DATA 67 - 69 X

SPECIAL CONTRACT REQUIREMENTS

OFFER (Must be fully completed by offeror) 70 - 81 X M

L INSTRS., CONDS., AND NOTICES TO OFFERORS

EVALUATION FACTORS FOR AWARD

NOTE: Item 12 does not apply if the solicitation includes the provisions at 52.214-16, Minimum Bid Acceptance Period.

is inserted by the offeror) from the date for receipt of offers specified above, to furnish any or all items upon which prices are offered at the price set opposite each item, delivered at the designated point(s), within the time specified in the schedule.

13. DISCOUNT FOR PROMPT PAYMENT

(See Section I, Clause No. 52.232-8)

14. ACKNOWLEDGMENT OF AMENDMENTS

(The offeror acknowledges receipt of amendments

AMENDMENT NO. DATE

to the SOLICITATION for offerors and related documents numbered and dated):

FACILITY

12. In compliance with the above, the undersigned agrees, if this offer is accepted within calendar days (60 calendar days unless a different period

SOLICITATION, OFFER AND AWARD

X

(X) SEC. DESCRIPTION (X) SEC. DESCRIPTION PAGE(S)

PART I - THE SCHEDULE

26. NAME OF CONTRACTING OFFICER (Type or print) 27. UNITED STATES OF AMERICA 28. AWARD DATE

EMAIL:TEL: (Signature of Contracting Officer)

CODE CODE

B. TELEPHONE (Include area code) C. E-MAIL ADDRESS

AWARD (To be completed by Government)

19. ACCEPTED AS TO ITEMS NUMBERED 20. AMOUNT 21. ACCOUNTING AND APPROPRIATION

22. AUTHORITY FOR USING OTHER THAN FULL AND OPEN COMPETITION:

10 U.S.C. 2304(c)( ) 41 U.S.C. 253(c)( ) (4 copies unless otherwise specified)

23. SUBMIT INVOICES TO ADDRESS SHOWN IN ITEM

24. ADMINISTERED BY (If other than Item 7) CODE 25. PAYMENT WILL BE MADE BY CODE

PART IV - REPRESENTATIO NS AND INSTRUCTIO NS

PART III - LIST O F DO CUMENTS, EXHIBITS AND O THER ATTACHMENTS

82 - 100

PART II - CO NTRACT CLAUSES

HQ AFOTEC/A7K - "F2KEMC"

ATTN: GREG DAVIS

8500 GIBSON BLVD SE

KIRTLAND AFB NM 87117 505-846-1973

505-846-2414FAX:

TEL:

FAX:

TEL:

NOTE: In sealed bid solicitations "offer" and "offeror" mean "bid" and "bidder".

SOLICITATION

6. REQUISITION/PURCHASE NO.5. DATE ISSUED

03 Dec 2010

4. TYPE OF SOLICITATION

SEALED BID (IFB)

NEGOTIATED (RFP)

[ X ]

3. SOLICITATION NO.

FA7046-10-R-0005

Section B - Supplies or Services and Prices

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0001 Lot Fighter Operational Test & Evaluation

CPFF

The contractor shall provide non-personal technical services as specified in the Performance Work Statement dated November 2010 as authorized in specific task orders.

FOB: Destination

NSN: R425-10-FTR-OTES

SIGNAL CODE: A

ESTIMATED COST

FIXED FEE

TOTAL EST COST + FEE

ITEM NO SUPPLIES/SERVICES QUANTITY UNIT UNIT PRICE AMOUNT

0002 Lot Other Direct Cost/Travel

COST

Travel authorized under specific task orders shall be reimbursed at cost, as limited by FAR 31.205-46(a).

FOB: Destination

NSN: R425-10-FTR-OTES

SIGNAL CODE: A

ESTIMATED COST

CLAUSES INCORPORATED BY FULL TEXT

B-100 IMPLEMENTATION OF LIMITATION OF FUNDS (MAR 2008)

Pursuant to the clause FAR 52.232-22 in Section I, entitled, “Limitation of Funds”, the total amount available for payment and allotted to this contract for CLINS defined in individuals task orders through defined in individual task orders is defined in individual task orders. It is estimated that this amount is sufficient to cover performance through defined in individual task orders.

(End Clause)

Section C - Descriptions and Specifications

C-1 PWS

AIR FORCE OPERATIONAL TEST AND EVALUATION CENTER (AFOTEC) FIGHTER

OPERATIONAL TEST AND EVALUATION SERVICES

(FIGHTER OTES)

PERFORMANCE WORK STATEMENT (PWS)

November 2010

AIR FORCE OPERATIONAL TEST AND EVALUATION CENTER (AFOTEC)

FIGHTER OPERATIONAL TEST AND EVALUATION SERVICES

PERFORMANCE WORK STATEMENT (PWS)

1.0 SCOPE

The objective of this acquisition is to obtain Operational Test and Evaluation (OT&E) services in response to task orders issued by the contracting officer related to the OT&E of proposed fighter systems and programs. Services include a broad range of engineering, technical, and analytical test services in support of OT&E activities. OT&E activities include integrated test functions for Air Force and Multiservice fighter aircraft acquisition programs; test design; test planning, execution, and reporting; post test data analysis; information assurance evaluation, digital test tool development and associated tool training; special studies and analysis; and research and development of test capability requirements, shortfalls, and solutions. The contractor shall work in a joint and combined test team environment where F-35 Joint Strike Fighter (JSF) OT&E products are developed and coordinated with the Air Force, Navy, USMC, and United Kingdom (UK) Air Warfare Centre (AWC) team members.

The scope of this acquisition is to provide engineering, technical and analytical services to support accomplishment of AFOTEC Detachment 1 (Det) and Det 6’s OT&E activities using the following core competencies:

Core Competencies Low Observable (LO) Maintainability and Supportability Crypto-key Management Aerospace Ground Equipment (AGE) Support Equipment (SE) Fighter Airframe and Powerplant Aircraft Structures Fighter Aircraft Avionics, Electrical, and Environmental Systems Fighter Weapons Loading and Alternate Mission Equipment (AME) Fighter Life Support and Survival Equipment Computerized Maintenance Management Systems Fighter Logistics (home station and deployed) Maintenance Training Systems Joint Reliability and Maintainability Evaluation Team (JRMET) Information Operations (IO); specifically Information Assurance (IA) and Electronic Warfare (EW) Interoperability Mission Planning Fighter LO Employment, Tactics, Concept of Operations (CONOPS) Advanced Sensors (AESA Radar, RF, EO, IR) Sensor Fusion Fighter Performance Fighter Datalinks (Link 16, IFDL, MADL) Aircrew Training Systems Scenario Development including red/blue capabilities

Multirole Fighter Aircrew Software Engineering/Programming/Database Management Fighter Test Instrumentation and Real-time/Post flight data processing Mission Level, Man-in-the-Loop Modeling and Simulation (Requirements and VV&A) Fighter Weapons Effectiveness Analysis Air-to-Air Range Infrastructure (AARI) Intel/Operations Debriefing Range Training Officer/Kill Removal Officer (Red Flag, Cope Thunder or similar) Range Requirements/Coordination/Scheduling Operations Analysis (including Math/Statistics/Design of Experiments (DOE), data analysis) Flight Test Execution and Analysis

The Contractor shall support task orders for various test and evaluation efforts and phases, consisting of various sizes and complexities of Department of Defense (DoD) related systems. A system is understood to be an assembly or combination of interrelated elements (hardware, software, materiel, training, tactics, or procedures) working together toward a common objective or performance requirement.

Each task order shall direct tasks in one or more areas specified in Section 3.0 of this PWS. The potential places of performance include Edwards AFB, CA, Nellis AFB, NV, any Det 1 or Det 6 Geographically Separated Unit (GSU) or Operating Location (OL), any Government test range, and contractor facilities. Current OL and GSU locations include Fort Worth, TX, Arlington, VA and Norfolk, VA. This PWS applies to only to Det 1 and Det 6 Fighter Programs.

Each approved task order may identify: the objective, scope, specific work location(s), background, applicable documents, technical requirements, desirable skill set (core competency), period of performance and required schedule, data items, deliverables, government property, and any other considerations for each task.

In rendering services to the identified tasks, outputs may take the form of information, advice, opinions, alternatives, analyses, evaluations, recommendations, and/or services to complement the Government’s technical expertise in accomplishing its mission.

1.1 Background. The overarching functions of Test and Evaluation (T&E) are to mature system designs, manage risks, identify and help resolve deficiencies as early as possible, and ensure systems are operationally mission capable (i.e., effective and suitable). AFOTEC is responsible for planning, executing, and reporting independent OT&E. AFOTEC supports Air Force, DoD and other government agencies by:

• Testing and evaluating new weapon system capabilities in operationally realistic battlespace environments to provide independent, fact-based, decision-quality data to inform decision makers on a range of accurate, balanced, and timely assessments of effectiveness, suitability, and mission capability

• Conducting and/or participating in the following types of testing: Initial Operational Test and Evaluation (IOT&E); Follow-on Operational Test and Evaluation (FOT&E): Multi-Service OT&E (MOT&E);

Qualification OT&E (QOT&E); and others as defined in AFI 99-103

• Achieving positive effect on air, space and cyberspace capabilities through early influence of capability requirements development, early acquisition strategy/planning efforts, integrated development/operational testing, and timely operational test reporting

• Directly supporting Air Force Goals: Sustain air, space, and cyberspace capabilities; and, foster Air Force Smart Operations across the Total Air Force

AFOTEC Det 1, headquartered at Edwards AFB, CA, serves as the lead Operational Test Agency (OTA) for the multi-service, multi-national F-35 Operational Test and Evaluation (OT&E). In addition to AFOTEC, the F-35 JSF

Operational Test Team (JOTT) consists of IOT&E participants from other OTAs that include the United States Navy/United States Marine Corps (USN/USMC) Commander, Operational Test and Evaluation Force (COMOPTEVFOR) and the United Kingdom (UK) Air Warfare Centre (AWC). Other international participants may be added to the JOTT. The F-35 OT&E will consist of multiple Operational Assessments (OA), OT&E, and Initial Operational Test and Evaluation (IOT&E). Associate Contractor Agreements (ACA) may be required as detailed in the task orders.

AFOTEC Det 6, headquartered at Nellis AFB, NV, is the lead for all other AFOTEC fighter and fighter system OT&E to include the F-22, F-15C, F-15E, F-16, and A-10 aircraft and related systems such as targeting pods and data links.

2.0 APPLICABLE DOCUMENTS

Applicable guidance consists of Department of Defense, Air Force and AFOTEC documents associated with requirements definition, acquisition, and test and evaluation. The contractor shall use the most current version. Key documents applicable to this PWS are listed in the table below. The government documents cited as references in this PWS are available electronically and will be provided by AFOTEC only if not readily available from publically accessible sources. Each task order will identify unique guidance not contained herein.

Reference Title Specific Paragraphs/Chapters/Sections

Air Force Instruction (AFI) 33-332

Records Management Program Paragraphs 1.1, 1.2, 3.2 through 3.2.3; 10 through 10.3

AFI 33-364 Records Disposition Procedures and Responsibilities

Paragraphs 1.1.1, 1.1.2, 1.2.2, 2.1.1, 2.10 through 2.10.1.3; Chapter 3 in its entirety,

4.1 through 4.1.7, 4.4 through 4.4.2, 5.1, 5.1.1, 5.1.2, 5.5. 5.5.2, 5.5.3, 5.6, 5.6.1,

8.1 and 8.1.1

DoD Directive 5000.01 The Defense Acquisition System Paragraphs 3 and 4; Enclosure 1 DoD Instruction 5000.02 Operation of the Defense Acquisition

System Paragraph 4; Enclosures 2 (Paragraphs 1- 7 only), 3-6 and 12

Defense Acquisition Guidance (DAG)

DAG Chapters 4 and 9

CJCS Instruction 3170.01 Joint Capabilities Integration and Development System

Enclosures A, B and C

AFI 10-601 Capabilities-Based Requirements Development

Chapters 2, 4, 5 and 6

AFI 16-1001 Verification, Validation and Accreditation (VV&A)

Sections A, B and C

AFI 16-1002 Modeling and Simulation (M&S) Support to Acquisition

Sections B and C

AFI 63-101 Acquisition and Sustainment Life Cycle Management

Chapters 1 and 3;

Paragraphs 2.12 and 2.24

AFMAN 63-119 Certification of System Readiness for Dedicated Operational Test and Evaluation

Entire document

AFI 99-103 Capabilities-Based Test and Evaluation Chapters 1, 2, 4, 5, and 6;

Paragraphs 3.2, 3.3, 3.8, 3.9, 3.13, 3.14, 7.1, 7.2 and 7.5-7.11

AFOTECMAN 99-101 Operational Test Processes and Procedures

Entire document

AFOTECPAM 99-104 AFOTEC Operational Suitability Test and Evaluation Guide

Entire document

DoDI 8500.2 Information Assurance Implementation Paragraph 5.12; Enclosures 3 and 4 AFI 33-100 User Responsibilities and Guidance for

Information Systems Entire document

AFI 33-200 Information Assurance Program Entire document AFOTEC OT of IA Guide AFOTEC OT of IA Guide, 2nd Edition, Chg 1 Entire document

DOD 5400.7-R_AFMAN

33-302

DoD Freedom of Information Act (FOIA) Program

AFI 33-332 Privacy Act Program Chapters 10 and 12

3.0 PERFORMANCE REQUIREMENTS

The contractor shall perform requirements within the service task areas listed in this section.

Task orders will identify specific tasks for completion within a specific period of time. The contractor shall initiate no work under a task order without approval by the contracting officer.

These efforts apply to new and legacy fighter aircraft and associated systems.

3.1 Management Requirements. The contractor shall:

3.1.1 Prepare task order proposals in support of task order performance requirements in accordance with the task order procedures set forth in Section H. Identify and propose mitigation for any organizational conflict of interest associated with supporting each task order. Task management costs, both direct and indirect, shall be reflected for each task order. The contractor shall identify an appropriate management approach for each task order and shall be required to submit corrective management plans as necessary.

3.1.2 Be responsible for overall responsiveness, cost control and reporting, adherence to schedule, ability to adapt to schedule changes, responsible and cooperative behavior, data management, technical quality of work, management of contractor team’s efforts including level of understanding of AFOTEC’s mission and commitment to customer satisfaction.

3.1.3 Maintain a Quality Control Program (QCP) that ensures the government receives the level of quality that is consistent with the requirements specified in each task order.

3.1.4 Be responsible for risk identification and mitigation associated with supporting each task order.

3.1.5 Include a management method for information flow/sharing between Det 1 and Det 6 task orders.

3.2 Test Capabilities. Test capabilities consist of infrastructure (ranges, simulators, labs, instrumentation, etc.), modeling and simulation tools, data management and analysis tools, and analytical methodologies and techniques used to support OT&E. Test capability activities are the formal processes of identifying/developing test capability requirements, shortfalls, and solutions.

Activities include identifying test capability requirements, documenting existing test capabilities, identifying shortfalls, performing trade-off analyses, and recommending approaches to solve issues. The contractor shall:

3.2.1 Perform analysis of test capabilities. Activities include: identifying test capability requirements, documenting existing test capabilities, identifying shortfalls, performing trade-off analyses, and recommending approaches to solve issues.

3.2.2 Identify, develop, modify, verify, and/or validate modeling and simulation tools such as constructive tools that represent real world entities by means of computer models, virtual tools involving real people operating simulated systems and live tools involving real people operating real systems.

3.2.3 Participate, develop, and/or update modeling and simulation (M&S) verification, validation, and accreditation (VV&A) plans and/or reports.

3.2.4 Train government personnel in the operation, interpretation of outputs, and maintenance of contractor developed test tools such as computer software, applications, instrumentation, and models and simulations.

3.2.5 Identify, develop, and/or apply analytical techniques, methodologies, and tools for

OT&E.

3.2.6 Develop and/or integrate Commercial Off the Shelf (COTS) based data and graphical analysis tools that are capable of high fidelity mission data replay using any combination of aircraft, M&S, and/or range instrumentation truth data.

3.2.7 Provide system level/test methodology training in Subject Matter Expert (SME) areas to appropriate government personnel using continuity books, briefings, and on the job training.

3.2.8 Identify and document modifications to Air-to-Air Range Infrastructure (AARI) graphical displays, user interfaces, and weapon models beyond existing AARI toolset to meet test execution and data requirements. Work on-site with AARI development team.

3.2.9 Maintain configuration management of developed and modified M&S, analysis, and data processing tools.

3.2.10 Identify, develop, recommend, and/or integrate test capabilities for ranges, and ways to use test capabilities to answer operational questions.

3.2.11 Provide input to assist with developing and coordinating annual forecasts for munitions, missiles, targets, and expendables.

3.2.12 Develop an instrumentation plan for the System Under Test (SUT). Identify instrumentation system requirements and document system design in an Interface Control Document (ICD) or appropriate document.

3.2.13 Perform fighter weaponeering including weapons analysis, air-to-ground weapons, air-to-air weapons, and fighter expendables and countermeasures.

3.2.14 Develop and deliver combined OT&E briefings and debriefings for program/OT&E events.

3.3 Test Planning. Test planning focuses on developing test designs/concepts, supporting program/technical reviews, developing test plans, developing Data Management and Analysis Plans (DMAP), establishing deficiency reporting, supporting test readiness reviews, and developing briefings. The contractor shall:

3.3.1 Provide input to develop and/or revise the evaluation framework.

3.3.2 Provide input to develop and/or revise the Initial Test Design (ITD) and the Test

Concept.

3.3.3 Provide input in developing critical operational issues (COIs), measures of effectiveness (MOE) and measures of suitability (MOS).

3.3.4 Provide input in developing operational test scenarios.

3.3.5 Analyze and submit test methodologies, identify test risks and limitations and propose mitigation strategies, and test readiness and support requirements needed to complete the OT&E plan.

3.3.6 Provide input into developing test methodologies and test scenarios for AFOTEC, Director of Operational Test and Evaluation (DOT&E), and program special interest items.

3.3.7 Provide input to develop and/or revise OT&E test plans, data management and analysis plans (DMAPs), detailed test procedures, test planning briefings, and schedules.

3.3.8 Provide input to develop and/or revise the basis of estimate for test resources (e.g. test resource plan) to accomplish the test design.

3.3.9 Review for test and evaluation considerations and document feedback on program documents such as the: Program Management Directive (PMD), any capabilities documents, System Threat Assessment Report (STAR), Test and Evaluation Master Plan (TEMP), Lifecycle Management Plan (LCMP), Program Protection documents, and concepts of operations and maintenance.

3.3.10 Provide input to develop and/or revise AFOTEC portions of test documentation such as test team charters, test and evaluation master plans (TEMPs), and integrated test plans.

3.3.11 Participate as an Integrated Test Team member to gain knowledge of Integrated Developmental Test/Operational Test (IDT/OT) activities.

3.3.12 Identify OT&E test planning requirements and design priorities in order to eliminate redundancies between the DT&E and the OT&E program.

3.3.13 Perform site surveys on potential test sites and prepare site preparation requirements such as defining site-specific installation, integration, preparation of environmental permit plans, and integration of AFOTEC equipment with equipment available from other agencies or host areas.

3.3.14 Provide environmental health and safety planning services for test programs addressing occupational health, and environmental concerns.

3.3.15 Identify and describe data requirements and specific data processing and analysis tools needed to complete the Data Management and Analysis Plan (DMAP).

3.3.16 Review and incorporate joint and combined Lessons Learned from other OT&E efforts into Det 1 and Det 6 test plans and execution.

3.3.17 Develop, propose staff coordination, and provide configuration control for OT&E Test Plans, briefings, reports and other related program documents. All product timelines shall be linked to program requirements or current OT schedule.

3.3.18 Develop program introduction documents (PID) for the appropriate range support.

3.3.19 Provide input in developing the Joint Reliability and Maintainability Evaluation Team (JRMET) charter.

3.3.20 Prepare and track status of deficiency reports.

3.3.21 Support Readiness to Test (RTT) planning, tracking, resolution, and checklist items.

3.3.22 Prepare for the conduct of OT&E control room White Force Command and Control Operations during test trials. Define white force tasks (i.e. white force commander, kill removal officers, lead analyst, and observers), task rehearsals, and post trial debriefing efforts.

3.3.23 Develop and/or present talking papers or briefings on OT&E efforts to various meetings and conferences.

3.4 Test Execution. Test execution consists of all activities associated with executing the OT&E plan with identified resources. The contractor shall:

3.4.1 Provide field operations services such as deployment/redeployment, requesting/scheduling/ tracking of test equipment resources, identifying/preparing test equipment, and calibrating test instrumentation and site support equipment with onsite equipment and power.

3.4.2 Provide safety services such as ground, flight, and environmental protection support in compliance with safety, occupational health, and environmental concerns/regulations.

3.4.3 Participate in the execution of test plans, data management and analysis plans, and detailed test procedures.

3.4.4 Use, develop, modify, and/or maintain the required automated data collection/reduction systems to include developing interfaces with existing digital information stored on available databases. Analyze content for interoperability and compatibility with existing information and data systems.

3.4.5 Conduct OT&E control room White Force Command and Control Operations during test trials including white force tasks (i.e. white force commander, kill removal officers, analyst, and observers) task rehearsals, and post trial debriefing efforts.

3.4.6 Participate in and collect data from DT&E operations to support Integrated DT/OT.

3.5 Test Evaluation. Test evaluation determines if the system under test meets the warfighter’s mission needs, in addition to system requirements as outlined in the program requirement documents. The contractor shall:

3.5.1 Collect, compile, review, and analyze test data.

3.5.2 Run computer models and simulations and analyze/characterize the resulting output.

3.5.3 Conduct studies, analyses and evaluations on operation effectiveness, suitability and mission capability of weapon system programs undergoing OT&E.

3.5.4 Conduct analyses and evaluations for AFOTEC, DOT&E, and program special interest items.

3.5.5 Participate in the Joint Reliability and Maintainability Evaluation Team (JRMET) and attend on-going meetings to provide subject matter expertise on the accuracy and completeness of the JRMET process and charter.

3.6 Test Reporting. Test reporting consists of communicating the analysis and evaluation of test results. Test reporting may be required in any multimedia format. The contractor shall:

3.6.1 Prepare test documentation for inclusion in OT&E reports.

3.6.2 Participate with government personnel in the research and preparation of audio, animation, video, graphics, and still pictures and insert into test plans, reports and associated briefings.

3.6.3 Prepare and/or present briefings as a part of the report coordination process.

3.6.4 Prepare lessons learned reports.

3.6.5 Participate in the development of quick-look, interim, and final reports.

3.6.6 Brief SME areas to associated audiences as pertaining to quick-look, interim, and final reports.

3.7 Program Protection Support Service Requirements. The contractor shall support the program protection support service requirements of this effort. The contractor shall:

Follow public laws, Country Memorandums of Understanding (MOU), DoD, Air Force, and AFOTEC regulations that require the protection of information. This protection shall be built into all joint and combined OT&E activities.

3.7.1 Provide input for the conduct of program security risk assessments to include threat and vulnerability analyses.

3.7.2 Provide inputs for the development and implementation of plans to mitigate security risks, which may include foreign country participation, test range operations, education, training, and countermeasures.

3.7.3 Participate in the efforts to provide security support such as the monitoring and execution of International Traffic in Arms Regulation (ITAR) requirements, information security, computer security, communications security, and operations security.

4.0 SERVICE SUMMARY ITEMS

Contracting Officer Representatives (CORs) will use Table 4.1 as a guide when identifying service summary items in Task Orders.

Table 4.1 Service Summary Performance Objective PWS

Ref Performance Threshold

Provide responsive Task Order/team management including quick response to contingencies, Task Order modifications or change orders.

3.1 Clear, consistent, and timely written and verbal communication (i.e., returns phone calls, emails or other communication attempts within one working day) with no customer complaints.

Deliverables are completed in an accurate and timely manner.

All Within each task order, no more than one late document per month and no more than five calendar days late. No more than two sets of corrections/edits and all corrections must be accomplished within two working days.

Contractor successfully meets requirements of Task Order.

All Contractor receives no more than two formal customer complaints/contract discrepancy reports per Task Order. The contractor successfully resolves customer complaints within 10 working days of receipt, 100% of the time.

Assured Task Order Cost/Schedule Control. 3.1.1 Monthly Status and Funds & Man-Hour Expenditure Reports will be used as a tracking tool to identify impact on budget and schedule.

Actual task order expenditures shall be within 10% of approved task order price. Meets task order schedule requirements.

Comply with applicable portions of the DD Form 254 for Task Order requirements.

All No security violations

5.0 GENERAL INFORMATION, DELIVERABLES, SCHEDULES, AND

REPORTING.

5.1 Government Furnished Property – Base Support. When the Task Order requires the Contactor to work in a Government facility, the Government may furnish or make available working space, equipment, and network access. Copies of required materials cited in the RFP, PWS, DD Form 254, and/or in the Task Order may be provided to the contractor in hard copy or soft copy. All materials will remain the property of the Government and will be returned to the COR upon request or at the end of the Task Order period of performance.

5.2 Travel Requirements. Contractor employees may be required to travel to various locations both CONUS and outside the continental United States (OCONUS) in performance of Task Orders. For OCONUS travel, contractor employees shall possess passports, visas, and medical clearance for designated operations areas. The Government will not directly reimburse the contractor for these types of expenses. Travel will be cost reimbursable (no fee) in accordance with the Joint Travel Regulation (JTR). Contractors will not be required to price any travel costs on task orders. Ceilings will be established at time of award of each individual task order where the ceilings shall be inclusive of all indirect costs.

5.3 Transition. It is anticipated that some important work will be in progress through the phase-in and phase-out periods of this contract. Interruptions or delays to the work would impact the mission. It is essential that attention be given to minimizing the interruption. Therefore, the contract must provide for maximum cooperation between successor and incumbent while insuring that no work receives inadequate attention during phase-in/phase-out. The contractor shall plan for the transfer of work control delineating the method for processing and assigning tasks during phase-in/phase-out.

5.3.1 Phase-In. As a successor, the Fighter OTES contractor shall insure a smooth transition with the incumbent ETS contractor during the phase-in period. The contractor shall develop plans for assumption of awarded Task Orders. The contractor must provide an orderly transition of work acceptance and accomplishment so that impact to program is minimized.

5.3.2 Phase-Out. The Fighter OTES incumbent shall ensure a smooth transition with the successor during the phase-out period, prior to completion of contractual performance.

The contractor shall aid the successor in the development of plans, procedures and methods for assumption of all on-going work. The contractor must provide an orderly transition of work acceptance and accomplishment so that full control by the successor is achieved by the end of the new phase-in period.

5.4 Associate Contractor Agreements. The Contractor may enter into Associate Contractor Agreements (ACA) for portions of individual Task Orders requiring joint participation in the accomplishment of the Government’s requirement. The agreements shall include the basis for sharing information, data, technical knowledge, expertise, and/or resources essential to the integration of Task Order requirements, which shall ensure the greatest degree of cooperation to meet the terms of the Task Order.

5.5 Period of Performance. The ordering period for FOTES will be five years from the date of contract award.

5.6 Contract Data Requirements List (DD 1423s). Data and documents to be delivered under each authorized task order shall include one or more of the data items listed and on the DD 1423.

Deliverable reports specific to each task order will be specified in each individual task order.

See Section C.

6.0 SECURITY REQUIREMENTS

6.1 Security Clearances. The contractor shall comply with the security requirements in accordance with DD Form 254, DoD Contractor Security Classification Specification.

Additionally, the contractor shall:

6.1.1 Process classified visits via the Joint Personnel Adjudication System (JPAS) in support of tasks within Department of Defense (DoD). Classified visits outside DoD require Visit

Authorization Letters (VALs) IAW the National Industrial Security Program Operating Manuel (NISPOM).

6.1.2 Maintain a current listing of employees. The list shall include the employee's name, social security number, and level of security clearance. The list shall be validated and signed by the company Facility Security Officer (FSO), and provided to the Sponsoring Agencies Security Manager. An updated listing shall be provided when an employee's status or information changes.

6.2 Safeguarding Information. The contractor shall:

6.2.1 Comply with DoD 5400.7-R, Chapter 4, DoD Freedom of Information Act (FOIA)

Program, and AFI 33-332, Privacy Act Program requirements. These regulations set policy and procedures for the disclosure of records to the public and for marking, handling, transmitting and safeguarding FOUO material.

6.2.2 Report to an appropriate authority any information or circumstances of which they are aware may pose a threat to the security of DOD personnel, contractor personnel, resources and classified or unclassified defense information. Contractor employees shall be briefed by their immediate supervisor upon initial on-base assignment.

7.0 SAFTEY REQUIREMENTS

7.1 Safety Considerations. The contractor shall plan for and implement safety procedures and protective equipment to reduce/negate injury topersonnel engaged in activities supporting this contract. Safety areas ofconcern include but not limited to ground, flight, occupational, and environmental safety. Contractor will comply with all applicable OSHA, Federal, State and Local regulations.

7.2 Program Safety Considerations. The contractor shall support field events. Contractor employees shall be trained and certified IAW applicable OSHA standards as required.

The contractor shall maintain current training records and/or certificates of completion and provide them to the Government upon request.

8.0 ORGANIZATIONAL CONFLICT OF INTEREST

In accepting and performing the work required by this task order, and all amendments thereto, the contractor certifies that the requirements of clause 5352.209-9000 Organizational Conflict of Interest (OCI) have been or will be adhered to.

8.1 The contractor must immediately bring any OCI issues to the attention of the Procuring

Contract Officer and the Contracting Officers Representative for a determination of whether a mitigation plan is required.

C-2 PERFORMANCE PLAN

AIR FORCE OPERATIONAL TEST AND EVALUATION CENTER (AFOTEC)

FIGHTER OPERATIONAL TEST AND EVALUATION SERVICES

PERFORMANCE PLAN

19 Nov 10

Coordination and Review:

Functional Commander/Functional Director (Date)

Contracting Officer (Date)

Quality Assurance Program Coordinator (Date)

Multi-Functional Team Chairperson (Date)

TABLE OF CONTENTS

SECTION Page

1.0 Purpose

2.0 Roles and Responsibilities of the Multi-Functional Team (MFT)

3.0 Assessment Procedures

4.0 Unacceptable Performance

5.0 Contractor Quality Control Plan

6.0 Assessment Documentation

7.0 Forms ........................................................................................................................................... …24

SECTION 1.0

PURPOSE

1.1 The Fighter Operational Test and Evaluation Services (Fighter OTES) Performance Plan has been developed to provide an effective and systematic method to evaluate contractor provided services as required by the terms and conditions of the contract. This performance plan implements the requirements of Air Force Instruction 63-124, Performance-Based Service Acquisitions (PBSA), with respect to the Government’s Quality Assurance (QA) requirements. The Fighter OTES Performance Plan identifies the methods and procedures the Government will use to insure it receives the services under contract/task order focusing on the level of performance required by the Performance Work Statement (PWS), not the methodology or process.

1.2 This Performance Plan is based on the premise that the Contractor is responsible for contract management and quality control, not the Government. The Government’s objective in having the service provided is to obtain advisory and assistance services (see FAR 2.1) for Fighter Operational Test and Evaluation (OT&E).

Services include a broad range of engineering, technical, and analytical test services needed to accomplish OT&E on emerging fighter aircraft and systems. The results the Multi-Function Team (MFT) is striving to achieve in managing the acquisition is to assure delivery of accurate, timely, and affordable services in the performance of contract/task order requirements, and the Contractor meets the stated qualifications, and is available to provide services according to Air Force needs. A contract/task order to provide the services is the best means of achieving this objective and result. The Government is to rely on the Contractor’s Quality Control Plan; thus, changing the Government’s role from “oversight” to “insight”. Performance Objectives (PO) will be periodically monitored and the quality program evaluated but the Contractor is left as free as possible to develop the most efficient methodology to meet and exceed the required Performance Thresholds (PT) of service.

1.3 Scope of Work. The Fighter OTES contract/task orders will provide engineering, technical and analytical services to support accomplishment of AFOTEC’s OT&E activities. The Contractor shall implement a robust systems engineering and integration process to address the life-cycle requirements of each service task area identified in the contract/task order Performance Work Statement. The Contractor shall support the various test and evaluation efforts and phases, consisting of various sizes and complexities of Department of Defense related systems, where a system is understood to be an assembly or combination of interrelated elements (hardware, software, materiel, training, tactics, or procedures) working together toward a common objective or performance requirement. Each contract/task order will direct tasks in one or more areas specified in Section 3.0 of the Fighter OTES PWS and will include terms and conditions specified in Sections 1.0, 2.0, 4.0, 5.0, and 6.0 of the Fighter OTES PWS. All services requested under the Fighter OTES PWS are non-personal in nature.

1.4 Contract. The Fighter OTES contract is a single award Indefinite-Delivery/Indefinite-Quantity (IDIQ) contract, which allows for Cost-Plus-Fixed-Fee (CPFF) task orders. The types of incentives included in this acquisition are award of additional task orders, Options and fixed fee adjustments based on performance and continuous attainment of small business goals. The PCO may adjust the fixed fee at the task order level by 25% consistent with FAR limitations for fixed fee services type contracts based on exceptional performance. FAR Clause 52.246-5, Inspection of Services Cost-Reimbursement, allows the government to inspect and accept/decline the services of the contractor.

1.5 Success for this contract/task order is defined as:

1.5.1. Achieve execution of the performance requirements and objectives at a minimum acceptable standard of performance stated in the task order.

1.5.2. Government and Contractor leadership are able to measure acceptable (progressive) productivity and demonstrate a return on investment in terms of positive customer service feedback and financial investment.

1.6 This performance plan describes the methods(s) used to evaluate Contractor provided services in meeting performance objectives and performance thresholds. Contracting Officer Representative (COR) will use periodic surveillance, customer complaint and random sampling (outlined in section 3) to evaluate the Contractor’s performance. The assessment procedures identified in this performance plan, in concert with active application of the Contractor’s Quality Control procedures, are intended to ensure acceptable Contractor performance.

1.7 The role of Government COR is to ensure contract/task order standards are achieved. In conducting assessment, COR are to be objective, fair, and consistent in evaluating Contractor performance against the performance standards.

1.8 This performance plan is a living document and shall be revised or modified by members of the MFT as circumstances warrant, throughout the life of the contract/task order, to ensure adequate oversight and Contractor performance is maintained.

SECTION 2.0

ROLES AND RESPONSIBILITIES OF THE MULTI-FUNCTIONAL TEAM (MFT)

2.1 The purpose of the Multi-Function Team (MFT) is to create an environment that shapes and executes an acquisition; plans and manages service contracts throughout the life of the requirement; and has the authority and responsibility to effect and manage the procurement.

2.2 The MFT shall conduct periodic progress meetings, annually or as needed, to review the Contractor’s performance. At these meetings, the Contracting Officer will apprise the Contractor of how the Government views the Contractor’s performance and the Contractor will apprise the Government of problems, if any, being experienced. The contractor will also notify the Contracting Office, in writing, of any work being performed, if any, that the Contractor considers over and above the requirements of the contract/task order. Appropriate action shall be taken to resolve any outstanding issues.

2.3 The MFT shall consist of the following members and utilize the following approaches, methods, and tools to manage the contract upon award. Other functional experts (i.e., finance, small business, representatives from the Defense Contract Management Agency (DCMA), Defense Finance and Accounting Service (DFAS), etc.) may be called upon to help research an issue that arises during the inception through closeout of the contract/task order.

2.3.1 AFOTEC/A-7K:

2.3.1.1 Provides comprehensive contract administration, management, and oversight.

2.3.1.2. Provides oversight for COR training program.

2.3.1.3. Collects assessment inputs from CORs.

2.3.1.4. Provides annual status of contractor performance of performance-based service acquisitions.

2.3.2 Chief of Contracting Office (COCO):

2.3.2.1. Provides oversight of the MFT in planning, assessing Contractor performance, and managing the acquisition throughout the life of the requirement.

2.3.2.2. Updates the Commander, Senior Management Officers (SMOs), and other Headquarter Directors, to include providing annual reports on the status of their service acquisitions.

2.3.3 Functional Commander/Functional Director (FC/FD):

2.3.3.1. Ensures requirements documents developed by the MFT satisfy mission requirements, are performance-based, foster innovation, and define metrics.

2.3.3.2. Nominates qualified individuals as Primary and Alternate COR. Ensures all personnel within the functional area who may have contact with Contractor employees are aware of the contractual working relationship and the necessity to avoid any conduct that may constitute a real or perceived conflict of interest.

2.3.4 Contracting Officer Representative (COR):

2.3.4.1. Develops technical requirements and independent cost/Government estimates for contract services.

2.3.4.2 Prepares Performance Work Statement (PWS) and Performance Plans and obtains

Contracting Officer coordination on the final product.

2.3.4.3. Evaluates and documents the Contractor’s performance in accordance with the procedures set forth in this performance plan.

2.3.4.4. Immediately notifies the Contractor Officer of any significant performance deficiencies.

2.3.4.5. Maintains assessment documentation throughout the life of the contract.

2.3.4.6. Certifies acceptance of services.

2.3.4.7. Promotes business decisions to meet customer requirements by researching the marketplace to remain current with the most efficient and effective performance assessment methods and techniques. Performs market research throughout the life of the requirement to ensure the MFT is knowledgeable of the commercial marketplace.

2.3.4.8. Fosters partnerships with industry to ensure exchanges of information with the service industry and other business experts.

2.3.4.9. Identifies opportunities to improve performance throughout the life of the contract/task order, including benchmarking against industry, identifying initiatives, assessing the risk associated with these initiatives, using the Performance Plan for implementing initiatives brought forward, and monitoring the success of implementation.

2.3.4.10. Recommends any changes necessary to the contract/task order, PWS, Performance Plan, or other requirements to provide more effective operations or eliminate unnecessary costs.

2.3.4.11. COR shall conduct, document, track, and analyze contractor performance via regularly scheduled assessments (not less than Quarterly). The assessments results shall be maintained as Past Performance Information (PPI) and utilized to prepare and support annual Contractor Performance Assessment Report System (CPARS) reporting. Assessment results, along with the Contractor’s submittals, will be used to develop metrics to track the Contractors overall compliance with the contract terms and conditions. All PPI is used and maintained through the Past Performance Information Retrieval System (PPIRS) for use in source selection.

2.3.4.12. COR shall monitor Contractor’s performance against the Contractor’s Quality Control Plan (CQCP).

2.3.5 Contracting Officer (CO)/Contract Specialist:

2.3.5.1. Ensures open communication is maintained between all parties, pre- and post-award.

2.3.5.2. Delegates authority for inspection and/or acceptance to COR in accordance with the terms and conditions of the contract/task order.

2.3.5.3. Informs the Contractor of the names, duties, and limitations of authority for all COR assigned to the contract.

2.3.5.4. Periodically assesses the COR’s performance, not less than quarterly, and advises the

COR of any problems.

2.3.5.5. Manages Contractor performance assessment data, including submitting CPARS reports.

2.3.5.6. Issues contract/task order modification as necessary.

2.3.5.7. Takes appropriate action should unacceptable contract/task order performance occur.

2.3.5.8. Contracting Officer is to provide Phase II training for the FC/FD and all CORs.

2.3.6. Quality Assurance Program Coordinator (QAPC)

2.3.6.1. Coordinates all aspects of the quality assurance program.

2.3.6.2. Participates in the Multi-Functional Team.

2.3.6.3. Reviews and coordinates on all PWS and performance plans and changes thereto.

2.3.6.4. Provides Phase I and other training for the FC/FD and all COR s.

2.3.7. Contractor:

2.3.7.1. Complies fully with the terms and conditions of the contract/task order.

2.3.7.2. Participates as a member of the Multi-Functional Team (MFT) in the post-award management phase.

2.3.7.3. Maintains and implements a Contractor Quality Control Plan (CQCP) to ensure the contract services conform to the requirements of the PWS.

2.3.7.4. Ensures non-conforming contract/task order services are identified, and corrected.

CQCP is revised to prevent recurrence.

2.3.7.5. Tenders to the Government for acceptance only those services that conform to contract/task order requirements.

2.3.7.6. Recommends any changes to the contract/task order that will provide more effective operations or eliminate unnecessary costs.

SECTION 3.0

ASSESSEMENT PROCEDURES

3.1 Section 3.0 details the method(s) used to verify Contractor compliance with the Fighter OTES PWS requirements. Key elements of the assessment process are the Contractor's Quality Program (Section 6, Contractor’s Quality Control Plan, and Government identified Performance Objectives and Performance Thresholds (Section 3.7, Performance Objectives and Performance Thresholds). The Performance Objectives outlined in the Fighter OTES Performance Plan dictate the minimum inspection requirements that COR must accomplish on a periodic basis. The Contracting Officer’s Representative (COR) will accomplish the duties of the COR. The Fighter OTES Performance Plan provides procedures on how to conduct evaluations for Performance Objectives and Performance Thresholds and how to document performance in a correct and effective manner.

3.2 Assessment Approach: To facilitate the assessment of the Contractor's Quality Program, the COR will verify Contractor compliance with designated Performance Objectives and Performance Thresholds.

Contracting Officer’s Representative consists of a Primary and Alternate COR and other individuals as designated by the applicable AFOTEC FC/FD. The intent of the assessment approach is to gain confidence in the Contractor’s ability to provide satisfactory services; and then, adjust the level of oversight to a point that maintains confidence. This assessment approach is subject to change based on the Contractor’s performance.

3.3 Annual Review: The COR must review the Fighter OTES Performance Plan’s Performance Objectives and Performance Thresholds, assess applicability, and recommend the addition or subtraction of performance objectives and performance thresholds as conditions warrant. The review must be accomplished annually as a minimum per the MFT appointment letter.

3.4 Special Audits: The COR must be alert to conditions that would warrant a special audit. At any time the COR observes a performance objective or performance threshold is out of acceptable tolerance or that technical expertise is not available at the site, a request for a special audit should be addressed to the Contracting Officer.

3.5 Assessment Schedule: Assessments will be conducted on a monthly basis for the first year of performance.

The first assessment will take place when the contractor has completed one full month (30 days) of performance.