Task Order 1 amended.pdf

Task Order 0001

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

Core Planning Team

2 Dec 10

1.0 SCOPE

This effort shall be conducted pursuant to the provisions of the Fighter Operational Test and Evaluation Services (Fighter OTES) contract Performance Work Statement (PWS) paragraphs 3.0, 3.1, 3.2, 3.3, 3.4, 3.5, 3.6, and 3.7. The objective of this task order is to provide test capabilities, planning, execution and reporting of F-35 Operational Test to the Air Force Operational Test and Evaluation Center (AFOTEC) Detachment (Det) 1. This effort includes test plans, data management and analysis plans, and detailed test procedures development, execution, and results reported to the appropriate decision-makers. The majority of tasks will be performed jointly with the Government.

This task order supports operational assessments, Block 2 Operational Test (OT), and Block 3 Initial Operational Test and Evaluation (IOT&E). The contractor shall work in a joint and combined test team environment where F-35 operational test products are developed and coordinated with the Air Force, Navy, Marine Corps, and UK Air Warfare Centre (AWC) team members. The Core Planning Team will continue test planning activities during Block 2 OT execution including updates to Block 2 OT plans as the test progresses and preparation for Block 3 test. Test planning, execution, and reporting requires the specialized skills needed to test Low Observable (LO), sensor fusion aircraft in both open-air and with modeling and simulation. Additionally, the Core Planning Team will be augmented with another task order supporting test execution for Block 2 and Block 3 test.

The potential places of performance include Edwards AFB, CA, Nellis AFB, NV, any Det 1 Geographically Separated Unit (GSU) or Operating Location (OL), any Government test Range, and contractor facilities. Current OL and GSU locations include Fort Worth, TX (OL-FT), Arlington, VA (OL-AV), and Norfolk, VA.

1.1 Background. 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 OT-IIE operational assessment started 1 Jun 2010 and will continue through 1 Jun 2011, with a final report date of 30 Aug 2011. F-35 Block 2 OT will be the JOTT’s first and only “flying” test period prior to Block 3 IOT&E. Block 2 and Block 3 OT will consist of flying, simulator, suitability and other test events. OT includes 6 months of spin-up prior to test execution, 4 months of test execution, and report writing.

1.2 The JOTT operates in accordance with (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. The following documents are also applicable to this task order (the contractor shall use the most current version):

2.2.1 F-35 Test and Evaluation Master Plan (TEMP), 1 Jan 2009 (in its entirety

– unclassified only)

2.2.2 JSF Operational Requirements Document (ORD), Change 3, 19 Aug 2008

(in its entirety – unclassified only)

2.2.3 F-35 Acquisition Strategy, Jan 2008 (in its entirety)

2.2.4 F-35 Joint Strike Fighter (JSF) Operational Assessment (OA) Plan OT-

IIE, 1 May 2010 (in its entirety – unclassified only)

2.2.5 F-35 Joint Strike Fighter (JSF) Operational Assessment OT-IID Report, 1

Sep 2009 (in its entirety-unclassified only)

2.2.6 UK JSF IOT&E MOU

2.2.7 F-35 Readiness to Test (RTT), Team Process, Nov 09 (in its entirety)

2.2.8 JSF RTT Templates (in its entirety)

2.2.9 RTT Periodic Review – 7 May 10 (PowerPoint Briefing – in its entirety)

2.2.10 JSF Operational Test Team IOT&E Management Plan, 17 Nov 08, (in its entirety)

2.2.11 Roadmap to OT Management Plan, 5 Aug 10, (in its entirety)

2.2.12 AFOTEC Det 1 Manning Chart (as of 23 Jun 10)

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)

3.2 F-35 Test Capabilities. The contractor shall:

3.2.1 Identify and document into appropriate documents test capability requirements, existing test capabilities shortfalls, trade-off analyses for resolution of shortfalls, and recommend approaches to resolve F-35 OT issues. (A021)

3.2.2 Identify, develop, modify, verify, and/or validate modeling and simulation 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 for the Verification Simulator (VSim) and other M&S tools.

3.2.3.1 Participate in the development, coordination, and approval of VV&A plans. VV&A is an integral part of the use of M&S in the F-35 OT&E Program. All uses of M&S shall address VV&A requirements in terms of the potential use of M&S and current government policy on the degree of VV&A required. Results of this task shall be either separate VV&A plans for each M&S venue, or an integrated plan. (A032)

3.2.3.2 Conduct of VV&A. Participate in VV&A activities required for OT&E planning and execution. Activities under this paragraph are focused on VSim and its associated support models and databases.

(A032, A033)

3.2.4 Maintain configuration management of developed and modified tools.Identify, develop, and/or apply analytical techniques, methodologies, and tools for F-35 OT.

3.2.5 Identify, develop, recommend, and/or integrate test capabilities (including Air-to-Air Range Infrastructure (AARI)) for ranges, and ways to use test capabilities to answer operational questions.

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

3.2.7 Develop an instrumentation plan for the F-35. Identify instrumentation system requirements and document system design in an interface control document (ICD) or appropriate document.

3.2.8 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. ( A020, A021)

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

3.2.10 Develop and deliver combined OT&E briefings and debriefings for program/OT&E events. (A013)

3.2.11 Participate in identifying and documenting a Data Acquisition Recording Telemetry (DART) ground station user guide/manual for processing various security levels of aircraft data (periods processing and requirements for and considerations of handling COMSEC data in the data stream), include procedures for handling and processing various national data sets (US, UK, NL), archiving data through COTS software and performing backups, and general DART data preparation and processing.

(B012)

3.2.12 Train government personnel in the operation, interpretation of outputs, and maintenance of test tools such as computers, databases, instrumentation, and models and simulations and data analysis systems. This will include range system operations, systems and range data systems/toolsets.

Training will occur as new members are added to the team, or current members obtain appropriate clearances. This includes both effectiveness and suitability models currently used by the JOTT. (A020)

3.2.13 Participate in developing and documenting detailed F-35 IOT&E range interface requirements and concepts (both classified and unclassified).

3.2.13.1 Recommend options for the identification, development, and/or application of analytical techniques, methodologies, and tools for combined OT&E efforts. Include combat identification issues of targets and friendlies in close air support environment, low light identification of targets and friendlies, use of streaming video in identification of targets and friendlies, and Communications, Navigation, and Identification (CNI) use in identification of targets and friendlies. Include dynamic measurement options, importance, and significance for on-board use.

3.2.14 Participate in documenting test capability requirements and concepts for F-35 instrumentation, data capture and data analysis system needed to support OT&E. Contractor shall make recommendations on specific data bus message requirements for the System Under Test (SUT).

3.2.15 Develop and integrate a classified F-35 OT data and graphical analysis system using COTS software products that is capable of measure computation and analyses and mission data replay of all player Time Space Position Indication (TSPI) and track data, that correlates TSPI with various track data and that ensures interoperability and transparency between the disparate range data sets and M&S facilities' data sets and OT analysis tools. (B001, B002, B006, B007)

3.2.16 Develop user manuals for the operation, interpretation of outputs, and maintenance of contractor developed test tools. (B012)

3.2.17 Develop, present and maintain an up-to-date F-35 OT Orientation using AFOTEC, USN, USMC and F-35 training programs. (A011)

3.2.17.1 This presentation combines information from all F-35 program documentation into one source to provide a general overview of JOTT and the Operational Test. This document shall be presented during the training (orientation) period.

3.2.18 Provide inputs for the development of test resource plans.

3.3 TEST PLANNING. The contractor shall:

3.3.1 Provide input to develop and/or revise the F-35 Initial Test Design.

3.3.2 Provide input to develop and/or revise the F-35 OT Test Concept. (A013)

3.3.3 Provide input to develop and/or revise the F-35 OA Plans and Briefs.

(A014, A022)

3.3.4 Provide input to develop and/or revise the F-35 Test Plans and Briefs.

(A015, A023)

3.3.5 Provide input to develop and/or revise the F-35 Data Management and

Analysis Plans (DMAP). (A028)

3.3.6 Provide input to develop and/or revise the F-35 Detail Test Procedures

(DTP) to include range execution, debriefing, AARI data and data collection. (A029)

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

3.3.8 Review for test and evaluation considerations and document feedback on the Program Management Directive (PMD), all 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. (A021)

3.3.9 Participate with the Integrated Test Force (ITF) to gain knowledge of F-35 Integrated Developmental Test/Operational Test (IDT/OT) activities.

3.3.10 Prepare, submit and/or revise AFOTEC portions of test documentation to include test team charters, TEMPs, integrated test plans, OT&E plans, DMAPs, detailed test procedures, test planning briefings, and schedules.

(A021)

3.3.11 Analyze and submit test methodologies, test scenario descriptions, test measures, test risk/ limitation and mitigation strategies, and test readiness and support requirements needed to complete the F-35 OT&E plan.

3.3.12 Perform site surveys on potential test sites, and prepare site preparation requirements. (A004)

3.3.13 Provide environmental health and safety planning for test programs addressing occupational health, and environmental concerns. (A008, A009, A010, A011)

3.3.14 Identify, describe, and/or apply distributed test techniques and real-time simulations to enable interactions among many users.

3.3.15 Review and incorporate joint and combined Lessons Learned from other OT&E efforts (i.e. F-22, F/A-18, and others) into F-35 test plans and execution.

3.3.16 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 F-35 OT schedule.

3.3.17 Develop Program Introduction Documents (PIDs) for the appropriate range support. (A021)

3.3.18 Provide input in developing the Joint Reliability and Maintainability Evaluation Team (JRMET) charter. (A021)

3.3.19 Provide inputs to Readiness to Test (RTT) process planning, tracking, resolution, and checklist items.

3.3.20 Recommend evaluation methodologies and general analytic techniques, assess data requirements, and review specific data collection tools.

3.3.21 Attend Technical Interchange Meetings (TIMs), IPT working groups, design reviews, and discussions with the JSF Program Office (JPO), Air Combat Command (ACC), COMOPTEVFOR, Integrated Test Force (ITF), United Kingdom Air Warfare Centre (AWC), and the development contractor personnel. (A004)

3.3.22 Identify F-35 OT&E test planning requirements and design priorities in order to eliminate redundancies between the DT&E and the joint and combined OT&E program.

3.3.23 Participate in developing methods for evaluating each of the required test measures. Methods shall include a mixture of analysis, modeling and simulation (M&S), field test, M&S versus field and open-air test data, required data elements, test conditions, resources, and schedules via trade-off analysis to determine optimal methodologies.

3.3.24 Participate in updating the F-35 OT M&S plan and keep current with the DT test schedule and plan. Correlate changes to the F-35 OT plan of M&S usage based on DT progress/deletions. (A021, A031, A032)

3.3.25 Participate in updating and maintaining the signature sustainment evaluation methodology using current pole and chamber testing products to refine the signature evaluation methodology. This includes describing possible configuration concerns, operational impact over time, establishing a firm baseline, and LO maintenance efforts evaluating a unit’s ability to effectively perform LO coating restoration activities to maintain aircraft Radar Cross Section (RCS) signature within mandated guidelines and evaluating the overall performance of the LO system to withstand day-to-day flight operations in an operational flight line environment. (A021)

3.3.25.1 Participate in updating and maintaining a methodology to interpret and evaluate F-35 signature performance from government test range data. This methodology shall serve to verify F-35 signature assumptions at specified periods throughout test, anticipate performance during open-air mission level evaluations, and participate in resolving observed anomalies.

3.3.25.2 Upon government approval, coordinate and interface with other government test agencies to ensure F-35 signature performance results and conclusions are consistent with existing fifth generation LO fighter evaluation techniques.

3.3.25.3 Participate in performing trial runs of computer models and virtual simulations and provide inputs to analyze/characterize the models and simulations performance.

3.3.26 Participate in joint and combined F-35 OT&E planning to incorporate lessons learned into F-35 test plans and execution.

3.3.26.1 Provide F-35 operational test lessons learned when working with the JPO, other DoD/civilian agencies, international partners in support of planning, executing, and reporting of the F-35 program.

(A021)

3.3.27 Participate in maintenance of a mission planning test concept/plan for the JSF Offboard Mission Support (OMS) mission planning system. This test concept shall include joint testing by AFOTEC Det 2, COMOPTEVFOR/Mission Planning and JOTT. Mission planning measures shall be developed based on the requirements of the Joint Mission Planning System, service Operational Concepts of Employment and CONOPS, COIs, and measures.

3.3.28 Participate in maintenance of a cryptographic keys test concept in support of AFOTEC, Air Force information Operations Center (AFIOC), Navy Information Operations Command (NIOC) and the Joint Interoperability Test Command (JITC) F-35 testing efforts. This shall include end-to-end testing of cryptographic key support to the F-35.

3.3.29 Participate in maintenance of a mission data reprogramming test concept in support of AFOTEC, AFIOC, NIOC and JITC F-35 testing efforts.

This will include end-to-end testing of the process for developing, testing, and fielding mission data for the JSF, to include mission data reprogramming tools.

3.3.30 Participate in maintenance of an Information Assurance (IA) test concept to include the Net Readiness KPP in support of AFOTEC, AFIOC, NIOC and JTIC F-35 testing efforts to include the involvement of service information operations centers and other applicable agencies to conduct OT&E of IA on specific areas of the F-35 and to provide inputs to OT&E reports. The concept shall include IDT/OT with the 46th Test Squadron’s independent Security Test and Evaluation efforts in support of the JPO.

IA test measures and test events will be developed based on applicable documents, policies, and guidance.

3.3.31 Participate in maintenance of an interoperability test concept, to include Net Readiness KPP in support of AFOTEC, AFIOC, NIOC and JTIC F-35 testing efforts. This concept will support JITC interoperability test data requirements for Interoperability Certification and completion of the Net

Readiness KPP. Interoperability test measures will be developed based upon applicable documents, policies, and guidance.

3.3.31.1 As a minimum, address advanced LO fighter attributes of susceptibility including differences between variants, combat ID issues, and lethality issues against various target sets. Develop unique test capabilities needed to test integrated avionics reflecting advanced LO fighter avionics attributes that include integrated avionics, sensor fusion and sensor suites. (A022)

3.3.32 Write and track deficiency reports (DRs). (A030)

3.3.33 Develop and present talking papers or MS PowerPoint presentations on the F-35 joint and combined OT&E efforts to various symposiums and conferences on an as required basis. (A011, A021)

3.4 TEST EXECUTION. The contractor shall:

3.4.1 Operational Assessments (OA):

3.4.1.1 Participate in the execution of the detailed test procedures IAW OA plans during test execution.

3.4.1.2 Perform data collection during the OA per the OA plans.

3.4.1.3 Perform OA data reduction and analysis.

3.4.2 Participate in preparing for the conduct of F-35 OT control room White Force command and control operations during open air test trials.

Participate in defining range mission controller white force tasks, task rehearsals, and post trial debriefing efforts.

3.4.3 Participate in and collect data from DT&E operations to support IDT/OT.

3.4.3.1 Observe and collect applicable data from DT field operations.

Field operations are based on system maturity and DT’s decision to deploy aircraft to different locations. Observe DT field operations such as deployment/redeployment, tracking and use of all resources, and use this data along with advanced LO fighter lessons learned to plan for OT test objectives.

3.4.3.2 Participate in DT computer analysis when applicable for OT planning and data gathering purposes. Conduct trial runs of applicable computer models and virtual simulations with JOTT ground rules and assumptions and mission scenarios for insight to OT planning.

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

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

3.5.5 Provide SME inputs for the determination of effectiveness and suitability, and support the assessment of the operational impacts of the F-35.

3.5.5.1 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.

3.5.6 Analyze data and information collected relative to the multiple OAs to include the use of System Design & Development (SDD) M&S results and address readiness to enter dedicated OTs.

3.6 TEST REPORTING. The contractor shall:

3.6.1 Participate in development and delivery of OA reports and briefings.

(A018, A025)

3.6.2 Participate in development and delivery of OT reports and briefings.

(A019, A026)

3.6.3 Participate in the research and preparation of audio, animation, video, graphics, and still pictures and insert into test plans, reports and associated briefings. (A020)

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

3.6.5 Provide inputs for the development of lessons learned reports. (A021)

3.6.6 Develop quick-look and interim reports and briefs. Be prepared to brief SME areas to associated audiences as pertaining to these reports. (A011, A021)

3.7 PROGRAM PROTECTION SUPPORT SERVICES REQUIREMENT. 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 The Monthly Status and Funds & Man-

Hour Expenditure Reports will be used as tracking tools 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

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 Fort Worth). All materials provided by the Government will remain the property of the Government and will be returned to the F-35 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 $2M for the entire period of performance including options.

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.

Phase-in period is 90 calendar days.

5.3.2 Phase-Out. The Fighter OTES incumbent shall ensure a smooth transition with the successor during phase-in 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. Phase-out period is 90 calendar days.

5.4 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.

5.4.1 ACAs shall include the following general information:

5.4.1.1 Identify the associate contractors and their relationships.

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

5.4.1.3 Describe the associate contractor interfaces by general subject matter.

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

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

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

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

5.4.3 Nothing in the foregoing shall affect compliance with the requirements of the clause at 5352.209-9000, Organizational Conflict of Interest (OCI).

5.4.4 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.

5.4.5 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.

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

Stanley Associates, Inc Contract Number: N00189-07D-0105

5.5 Period of Performance. Estimated start date of 1 May 11 with 12 month period of performance (this includes 90 calendar day phase-in); option 1: 12 months ; option 2: 12 months; option 3: 12 months; option 4: 12 months (this includes 90 calendar day phase-out).

5.6 CONTRACT DATA REQUIREMENTS LIST (DD 1423s).

5.6.1 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 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:

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

5.6.3 Funds & Manpower Expenditure (A002) and Status Reports (A003) – Reference paragraph 3.1. Immediately highlight in writing to the COR areas of concern.

5.6.4 Scientific and Technical Report – Generic (A021) Reference paragraph

3.2.1. Contractor shall provide inputs to support test planning activities.

Contract format is acceptable and shall be provided on a timeline specified by the government.

5.6.5 DoD M&S Verification and Validation Plan (A032) Reference paragraph 3.2.3.1. Contract shall provide inputs to the VV&A plans and reports no later than 21 calendar days prior to the report due date established the government.

5.6.6 DoD M&S Verification and Validation Plan (A032) and DoD M&S Verification and Validation Report (A033) Reference paragraph 3.2.3.2.

Contractor shall provide inputs to the draft VV&A plans and reports no later than 7 calendar days prior to the draft report due date established the government. The contractor shall provide inputs to the final report NLT 7 calendar days prior to the final report due date established by the government.

5.6.7 Presentation Material (A020) and Scientific and Technical Report- Generic (A021) Reference paragraph 3.2.8. The contractor shall provide continuity books and briefings on SME areas on a timeline directed by the government. Drafts will be due NLT 2 weeks prior to the established due date. These will be updated semi-annually.

5.6.8 Software Users Manual (B012) Reference paragraph 3.2.11. A draft of the user’s guide will be delivered 120 days after the establishment of the final DART ground station configuration or at the discretion of the government. A final version is due 30 days after receipt of the government comments.

5.6.9 Computer Program End Item Documents (B001), Software

Development Plan (B002), Software Design Description (B006), Data Base Design Description Reference paragraph 3.2.15. Contractor shall developing and designing software on a timeline specified by the government to meet F-35 program requirements.

5.6.10 Software Users Manual (B012) Reference paragraph 3.2.16. Software users manual draft will be delivered no later than 30 days after software delivery. The final manual will be delivered 3 weeks after the draft.

5.6.11 Briefing Material-Generic (A011) Reference paragraph 3.2.17.

Orientation program to include the Test Concept shall be updated semi-annually effective with task order contract award. Courseware will be presented to the government NLT 2 weeks prior to training. This will be presented in AFOTEC PowerPoint slide format.

5.6.12 Briefing Material-Test Concept Brief (A013) Reference paragraph

3.3.2. Participate in documenting, refining, and maintaining the JSF OT Test Concept IAW the JPO’s SDD test events schedule. This document will support the planning of joint and combined OT that consider joint and combined dedicated IOT&Es of blocks of capabilities.

5.6.13 Briefing Material-OA/EOA Plan Brief (A014) and Scientific and Technical Reports-OA/EOA Plan (A022) Reference paragraph 3.3.3.

The contractor shall provide inputs to the OA Plan NLT 2 weeks prior to the due date established by the government. The contractor shall provide inputs to OA Plan Brief NLT 1 week prior to planned briefing date.

5.6.14 Briefing Material-OT&E/OUE Plan Brief (A015) and Scientific and Technical Reports- OT&E/OUE Plan (A023) Reference paragraph

3.3.4. The contractor shall provide inputs to the OT Plan NLT 2 weeks prior to the due date established by the government. The contractor shall provide inputs to OT Plan Brief NLT 1 week prior to planned briefing date.

5.6.15 Scientific and Technical Report-DMAP (A028) Reference paragraph

3.3.5. Contractor shall provide inputs to the DMAP NLT 2 weeks prior to the due date established by the government.

5.6.16 Scientific and Technical Report-Detailed Test Plan (A029) Reference paragraph 3.3.6. Detailed Test Procedures shall be developed based on a parallel effort with the DMAP document. DTPs shall be delivered based on the maturity of the DMAP and completed 30 days prior to spin-up.

5.6.17 Science and Technical Report-Generic (A021) Ref paragraph 3.3.8. In the contractors format; provide a logical flow of information for the development of proposals for the government to review to assist in the resolution of Det 1 OT issues to incorporate in the appropriate documents being reviewed. Documents for review and due dates are as required.

5.6.18 Scientific and Technical Report – Generic (A021) Reference paragraph

3.3.10. Contractor shall participate with and provide inputs to government personnel during times of program documentation creation or updates to existing documents.

5.6.19 Conference Minutes (A004) Reference paragraph 3.3.12. Enter all site survey data in trip report format on the JOTT data base.

5.6.20 Environmental Permit (A008), Environmental Health and Safety Plan (A009), Safety Assessment Report (A010), Occupational Health Hazard Assessment Report. Reference paragraph 3.3.13. Contractor shall provide inputs to environmental assessments for F-35 operating locations 30 days after receipt of the requirement.

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

3.3.17. Contractor shall participate in developing Program Introduction Documents. Timeline will be specified by the government based on current AFOTEC and program guidance.

5.6.22 Scientific and Technical Report (A021) Reference paragraph 3.3.18.

When required, provide inputs for JRMET charter updates in a comment resolution matrix format 30 days after receipt of requirement.

5.6.23 Conference Minutes (A004) Reference paragraph 3.3.21. Document all meetings, conferences, etc in trip report format.

5.6.24 Scientific and Technical Report-Generic (A021), DoD M&S Accreditation Plan (A031), DoD M&S Verification and Validation Plan (A032) Reference paragraph 3.3.24. Contractor shall provide inputs to the M&S plan and associated accreditation and VV&A plans. Inputs are due on the date established by the government.

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

3.3.25. Contractor shall participate in updating and maintaining the signature sustainment evaluation methodology, as required.

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

3.3.26. Contractor shall provide inputs into lessons learned reports.

Timeline will be specified by the government based on current AFOTEC and program guidance.

5.6.27 Scientific and Technical Reports-Deficiency Reports (A030) Reference paragraph 3.3.32. The contractor shall write and track DRs in the deficiency tracking system (e.g. ALIS) as they are discovered.

5.6.28 Briefing Material-Generic (A011) and Presentation Material (A021) Reference paragraph 3.3.33. Talking papers will be accomplished in ‘Tongue and Quill’ format unless specified by the government and are due as required. Briefing presentation format will be approved by the government and are due as required.

5.6.29 Scientific and Technical Report – Generic (A021) Reference paragraph

3.5.3. Contractor shall provide written analysis of computer model performance and recommendations for improvement within 30 days of simulation events or as required.

5.6.30 Scientific and Technical Report-OA/EOA Report Brief (A018), Scientific and Technical Report-OA/EO Report (A025) Reference paragraph 3.6.1 The contractor shall provide inputs to the OA Report NLT 2 weeks prior to the due date established by the government. The contractor shall provide inputs to OA Report Brief NLT 1 week prior to planned briefing date.

5.6.31 Scientific and Technical Report-OT&E/OUE Report Brief (A019), Scientific and Technical Report-OT&E/OUE Report (A026) Reference paragraph 3.6.2 . The contractor shall provide inputs to the OT Report NLT 2 weeks prior to the due date established by the government.

The contractor shall provide inputs to OT Report Brief NLT 1 week prior to planned briefing date.

5.6.32 Presentation Material (A020) Reference paragraph 3.6.3. Contractor shall provide input into the development of briefing material as required.

5.6.33 Briefing Material-Generic (A011) Reference paragraph 3.6.4 .

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

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

3.6.5. Contractor shall use AFOTEC’s Lessons Learned (LL) data base to document LLs as they occur or are discovered. The data base shall be updated within 30 days of the LL.

5.6.35 Briefing Material-Generic (A011) and Scientific and Technical Reports-Generic (A021) Reference paragraph 3.6.6. Contractor shall develop quick look and interim reports and briefings as required.

5.6.36 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.

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.