Fighter OTES Sample TO 2 Dec 10

Sample Task Order 0002 of Fighter OTES

F-35 Joint Strike Fighter (JSF) Air System Block 2 Operational Test and Evaluation (OT&E)

Execution Team

2 DEC 10

1.0 SCOPE

The objective of this task order is to provide test capabilities, planning, execution and reporting of F-35 Block 2 Operational Test to the Air Force Operational Test and Evaluation

Center (AFOTEC) Detachment (Det) 1. Along with Det 1’s primary location of Edwards

AFB, CA, test will be executed at multiple locations to include Nellis AFB, NV, Alpena MI, Volk Field, WI, and other locations. This task is within the scope of the Fighter OTES

Performance Work Statement (PWS) Section 3.0. Specifically, this task order requires services in the following areas: 3.0, 3.1, 3.4, 3.5, 3.6, and 3.7. The majority of tasks will be performed jointly with the Government.

This task order runs concurrently with Fighter OTES Task Order 0001, F-35 Operational

Test Core Planning Team. It provides additional manning to the Core Planning Team for F-

35 Block 2 Operational Test (OT) execution. The contractor shall work in a joint and combined test team environment where F-35 OT products are developed and coordinated with the Air Force, Navy, USMC, and UK Air Warfare Centre (AWC) team members. F-35

Block 2 OT will be the JSF Operational Test Team’s (JOTT) first test period with dedicated

OT flying. F-35 Block 2 OT is projected to begin late 2012 to early 2013.

Block 2 OT includes 6 months of spin-up prior to test execution, 4 months of Block 2 OT, and 4 months of report writing. Spin-up includes training, mission rehearsal, and data processing check-out. Test execution includes flying, modeling and simulator events, suitability, and other test events. Flying events include 900 spin-up sorties, 380 test sorties, and 500 proficiency sorties with suitability data collected throughout the entire period. Data analysis and report writing will take place throughout the test period and end with the completion of the Block 2 OT report. Task Order 0001 will continue test planning activities which may include updates to Block 2 OT as additional information becomes available. Test plans, data management and analysis plans, and detailed test procedures will be executed, and results reported to appropriate decision-makers. Test execution requires the specialized skills needed to test Low Observable (LO), sensor fusion aircraft in both open-air and with modeling and simulation.

1.1 Background. AFOTEC Det 1, as the JSF Operational Test Team (JOTT) lead, participates in multiple test activities. AFOTEC Det 1, as the JSF Operational Test

Team (JOTT) lead, participates in multiple test activities. In addition to AFOTEC, other Operational Test Agency (OTA) JOTT participants include: the Navy’s

Commander, Operational Test and Evaluation Force (COMOPTEVFOR), and the

United Kingdom’s (UK) Air Warfare Centre (AWC). The JOTT operates IAW the

Integrated Product Team structure/charters described in the “Roadmap to OT

Management Plan.”

2.0 APPLICABLE DOCUMENTS

2.1 Guidance contained in the Fighter OTES PWS Section 2.0 applies to this task order.

2.2 Operational Test Related Documents:

2.2.1 F-35 Test and Evaluation Master Plan (TEMP), 1 Jan 2009 (part 4.0 &

5.0--unclassified only)

2.2.2 JSF Operational Requirements Document, 19 Aug 2009 (in its entirety – unclassified only)

2.2.3 JSF Operational Test Team IOT&E Management Plan, Jan 2008(in its entirety)

2.2.4 Roadmap to OT Management Plan, 5 Aug 2010 (in its entirety)

2.2.5 AFOTEC Det 1 Manning Chart (as of 23 Jun 2010)

3.0 PERFORMANCE REQUIREMENTS

3.1 Provide a management structure to ensure efficient management of this effort in compliance with Section 3.1 through 3.1.5 of the Fighter OTES Performance Work

Statement (PWS). (A001, A002, A003)

3.4 TEST EXECUTION

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 Safety Considerations. The contractor shall plan for and implement safety procedures and protective equipment to reduce/negate injury to personnel.

Safety areas of concern include ground, flight, occupational, and environmental safety.

3.4.2.1 F-35 Safety Considerations. The contractor shall participate in F-

35 joint and combined CONUS, seaborne, and OCONUS field test events in accordance with this task order.

3.4.3 The contractor shall participate in defining computer operations test support (e.g., integration of equipment, computer security, and equipment upgrades for field deployments). Update Data Management and Analysis

Plans (DMAP), Detailed Test Procedures (DTP), and the scope and participation in the conduct of VV&A efforts associated with constructive and virtual M&S capabilities to support IOT&E. (A021, A028, A029)

3.4.3.1 Define the updates needed for running of computer models and execution of virtual simulations and provide support to analyze/characterize the resulting output.

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

3.4.5 Participate in OT&E control room White Force command and control operations during test trials and rehearsals 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 aircrew briefing and debriefing for test missions at Nellis

AFB, NV and other locations.

3.4.7 Participate in data collection to include Air-to-Air Range Infrastructure

(AARI) data, ground observers, and threat debriefing.

3.5 TEST EVALUATION The contractor shall:

3.5.1 Participate in the review and analysis of F-35 test and M&S data (OT and

IDT/OT).

3.5.2 Participate in evaluating the results of F-35 data analysis.

3.5.3 Provide SME inputs for the determination of effectiveness and suitability, and assessment of operational impacts on the F-35 air system.

3.5.3.1 Identify the impact of any lost test data, and contribute to the preparation of a comprehensive correlation of test results to the mission decomposition efforts performed during test concept development.

3.5.4 Participate in studies, analyses and evaluations on operation effectiveness, suitability and mission capability of the F-35 during OT.

3.5.5 Run computer models and simulations and analyze/characterize the resulting output. (A021)

3.5.6 Participate in studies, analyses and evaluations on operation effectiveness, suitability and mission capability the F-35.

3.5.7 Participate in analyses and evaluations for AFOTEC, DOT&E, and program special interest items. (A021)

3.5.8 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. (A004)

3.6 TEST REPORTING. The contractor shall:

3.6.1 Develop quick-look and interim reports and briefs. Be prepared to brief

SME areas to associated audiences as pertaining to these reports. (A011, A021)

3.6.2 Prepare and/or present briefings as a part of the report coordination process. (A011)

3.7 PROGRAM PROTECTION SERVICES. The contractor shall:

3.7.1 Protect F-35 information in all joint and combined OT&E activities IAW public laws, Country MOUs, DoD, AF, and AFOTEC regulations.

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

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

3.7.4 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.

3.7.5 Register with the state department as a prerequisite to obtaining and executing Technical Assistance Agreement(s) (TAA) in accordance with

(IAW) Defense Federal Acquisition Regulations System (DFARS)

Subpart 227.6 Foreign License and Technical Assistance Agreements.

Adhere to the guidance contained in the TAAs while working with foreign

F-35 operational test (OT) participant nations to include the UK Ministry of Defense (MoD) and other CPP countries that may become future OT participants. (A001)

3.7.6 Training. Training on program specific and proprietary systems (not including Microsoft and COTS software) is anticipated to include courses designed to provide updates to computer software techniques, test policy and procedures, F-35 specific training not available to non-F-35 personnel, etc. The government will approve all formal training.

4.0 SERVICE SUMMARY ITEMS

Performance Objective PWS

Ref

Performance Threshold

Provide responsive Task

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

3.1.1 Clear, consistent, and timely written and verbal

communication (i.e., returns phone calls, emails or other communication attempts within 1 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 A Monthly Status and Funds & Man-Hour

Expenditure Report 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

Provide responsive Task

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

3.1.1 Clear, consistent, and timely written and verbal

communication (i.e., returns phone calls, emails or other communication attempts within 1 working day) with no customer complaints.

5.0 GENERAL INFORMATION

5.1 Government Furnished Property-Base Support. The Government will furnish or make available applicable working space, equipment, databases and network access to F-35 contractor personnel at the primary test locations (Edwards AFB and OL-

FT). All materials provided by the Government will remain the property of the

Government and will be returned to the Det 1 COR upon request or at the end of the task order period of performance.

5.2 Travel Requirements. Contractor employees will be required to travel to various locations both CONUS, seaborne, and outside the continental United States

(OCONUS) in performance of this task order. For OCONUS travel, contractor employees shall obtain passports, visas, and medical clearance for designated operations areas and perform required training for government contractor personnel traveling overseas. The Travel Ceiling for this task order is $1.5M for the entire period of performance including options.

5.3 Associate Contractor Agreements. The contractor shall enter into Associate

Contractor Agreements (ACA) for any portion of the contract requiring joint participation in the accomplishment of the Government’s requirement. The agreement shall include the basis for sharing information, data, technical knowledge, expertise, and/or resources essential to the integration of the F-35 OT&E which shall ensure the greatest degree of cooperation for the development of the program to meet the terms of the contract. Associate Contractors are listed below.

5.3.1 ACAs shall include the following general information:

5.3.1.1 Identify the associate contractors and their relationships.

5.3.1.2 Identify the program involved and the relevant Government contracts of the associate contractors.

5.3.1.3 Describe the associate contractor interfaces by general subject matter.

5.3.1.4 Specify the categories of information to be exchanged or support to be provided.

5.3.1.5 Include the expiration date (or event) of the ACA.

5.3.1.6 Identify potential conflicts between relevant Government contracts and the ACA; include agreements on protection of proprietary data and restrictions on employees.

5.3.2 A copy of such agreement shall be provided to the Contracting Officer for review before execution of the document by the cooperating contractors.

5.3.3 Nothing in the foregoing shall affect compliance with the requirements of the clause at H-260, Organizational Conflict of Interest (OCI).

5.3.4 The contractor is not relieved of any contract requirements or entitle to any adjustments to the contract terms because of a failure to resolve a disagreement with an associate contractor.

5.3.5 Liability for the improper disclosure of any proprietary data contained in or referenced by any agreement shall rest with the parties to the agreement, and not the Government.

5.3.6 The following contractors are associate contractors with whom agreements are required:

Stanley Associates, Inc

Contract Number: N00189-07D-0105

5.4 Period of Performance. Basic: 1 Jan 2013 – 31 Jan 2014; option 1: 1 Feb 2014 – 31

Jan 2015; option 2: 1 Feb 2015 – 31 Jan 2016;

5.5 CONTRACT DATA REQUIREMENTS LIST (DD 1423s).

5.5.1 Data Items and Deliverables. With the exception of contractor management documents (e.g. Monthly Status Reports), and the identified

CDRLs, all documents and reports generated by the F-35 Air System joint and combined test team are to be U.S. Government reports due to the nature of ITAR requirements. Contractor format is acceptable except where AFOTEC OT&E guide or policy provides specific templates. The contractor’s participation must comply with required program protection criteria, joint and combined requirements, and AFOTEC standards, unless given other direction (e.g., document not required to meet current standards due to grandfathering). The history of this program has shown that many of the program’s documents will require multiple versions due to program protection criteria, and require extensive additions and updates after initial development. The contractor shall provide inputs to these revisions or updates, as required. All documents shall be marked with the following statement: Export Control Warning. WARNING- This document contains technical data whose export is restricted by the Arms

Export Control Act (Title 22, U.S.C., Sec 2751, et. seq.) or the Export

Administration Act of 1979, as amended, Title 50, U.S.C., App. 2401 et.

seq. Violations of these export laws are subject to severe criminal penalties. Disseminate in accordance with provisions of DoD Directive

5230.25. All reports shall be delivered to:

AFOTEC Det 1

Attn: Contracting Officer Representative

187 N. Flightline Road

Edwards AFB, CA 93524

The contractor shall provide or participate in:

5.5.2 Management Plan (A001) Reference paragraph 3.1 Management plan shall be presented in contractor format at the time of proposal submittal.

5.5.3 Cost/Schedule Status Reports (A002) and Status Reports (A003) –

Reference paragraph 3.1 Immediately highlight in writing to the COR areas of concern. Changes to range capabilities that impact OT shall be identified in the monthly status report or if classified in a separate classified monthly status report.

5.5.4 Scientific and Technical Report-Generic (A021), Scientific and

Technical Report-DMAP (A028), and Scientific and Technical

Report-DTP. Reference paragraph 3.4.3. Contractor shall provide input in contractor format on computer operations support requirements on a due date established by the government. Contractor shall provide inputs to the DMAP NLT 2 weeks prior to the due date established by the government. DTPs shall be delivered based on the maturity of the DMAP and completed 30 days prior to spin-up.

5.5.5 Scientific and Technical Report-Generic (A021) Reference paragraph

3.5.5. Contractor shall provide data on M&S outputs in contractor format on a due date established by the government.

5.5.6 Scientific and Technical Report-Generic (A021) Reference paragraph

3.5.7. Contractor shall provide inputs into the analysis of special interest items. Draft will be due 2 weeks prior to the due date established by the government.

5.5.7 Conference Minutes (A004) Reference paragraph 3.5.8. Document all meetings and inputs in trip report format on the JOTT database.

5.5.8 Briefing Material-Generic (A011) and Scientific and Technical

Reports-Generic (A021) Reference paragraph 3.6.1. Contractor shall develop quick look and interim reports and briefings as required.

5.5.9 Briefing Material-Generic (A011) Reference paragraph 3.6.2 .

Contractor shall prepare and deliver briefings using AFOTEC standard formats as required.

5.5.10 Management Plan (A001) Reference paragraph 3.7.5. The contractor shall deliver a copy of the TAA(s) to the AFOTEC Det 1 Foreign

Disclosure Officer (FDO) within 60 days of the task order award date.

6.0 SECURITY REQUIREMENTS

6.1 Security Clearances

6.1.1 All contractor personnel are required to access Top Secret Special Access

Required information on a regular basis.

6.1.2 The contractor shall adhere to all security policies and procedures in the execution of this Task Order. Security policies pertaining to all facets of the F-35 test program to include, applicable references in the DD254, overarching JPO security policy, all AFOTEC security policies including facilities security, computer security, personnel security and program security. Since performance on this task will be conducted in an international environment, the contractor must adhere to all policies and procedures pertaining to interactions with foreign nationals and foreign disclosure guidance as defined in applicable Technical Assistance

Agreements.

6.1.3 The contractor shall provide the government with required information for program access requests to include justifications, letters of compelling need, and review all program access packages to ensure they are accurate, complete, and ready for Det 1 submittal IAW the AFOTEC SAP Security

Officer guidance. Contractor shall submit visit requests for Det 1 contractor personnel forecasting travel and/or in travel status. The contractor shall support controlling access to secure facilities, opening and closing secure facilities, and updating the opening and closing facility documents. The contractor shall handle and securely store classified documents, provide assistance with secure file plans and classified documentation maintenance, assist with the destruction of classified materials, and support identified safe/vault combination 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 SAFETY REQUIREMENTS

7.1 Safety Considerations. The contractor shall plan for and implement safety procedures and protective equipment to reduce/negate injury to personnel engaged in activities supporting this contract. Safety areas of concern 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

8.1 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. 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.