Second_Draft_Attachment_16_-_Technical_Manual_Contract_Requirement_(TMCR).docx

M67854-15-R-0001 Section J

TMCR NO. ACV 12

Attachment 16 Technical Manual Contract Requirement (TMCR) Document Identification Number ACV-MNL-04001 5 Dec 2014

SUBJECT: Requirements for Delivery of Contractor Formatted Technical Manual (CFTM), Commercial Manuals, and Other Technical Publications Associated with the Operation and Operator Maintenance of the Amphibious Combat Vehicle (ACV) Supporting the ACV.

ACQUISITION ACTIVITY: Program Manager ACV Program Executive Officer, Land Systems (PEO-LS) Marine Corps Systems Command 2200 Lester Street Quantico, VA 22134

CONTRACTOR: TBD

CONTRACT NO.: TBD

DISTRIBUTION STATEMENT A: APPROVED FOR PUBLIC RELEASE; DISTRIBUTION IS

UNLIMITED.

This document prescribes the Technical Manual format, style, technical content, preparation, and delivery requirements. Instructions and guidance are provided to assist Technical Manual preparers in the development of accurate, adequate, comprehensible, and usable technical documentation that conforms to and complies with PM AAA established USMC policy.

This document is effective upon receipt and supersedes all previous information and instructions, regardless of source, related to the preparation of a USMC Technical Manual for the subject equipment. Conformance with the requirements specified is mandatory. No changes or waivers are authorized without the express written USMC approval.

BY DIRECTION OF

MARINE CORPS SYSTEMS COMMAND (PEO LS)

2200 LESTER STREET

QUANTICO, VA 22134-6050

PREPARED BY

PRODUCT SUPPORT MANAGER,

CONCURRENCE

MARCORSYSCOM (SOUTH),

APPROVAL

PRODUCT SUPPORT MANAGER,

SUBJECT: Requirements for Electronic Technical Manuals (ETMs), Commercial Manuals, and other Technical Publications Associated with the Operation, and Operation Maintenance of the Amphibious Combat Vehicle. (ACV)

SCOPE: This TMCR contains specific integrated requirements and instructions for the contractor to develop and deliver a Operator, Operator Maintenance and Field Maintenance level Manuals in ETM using Work Package style and format, as well as such other commercial manuals and technical publications as may be required or associated with operation, and Operator maintenance of the Amphibious Combat Vehicle (ACV). The requirements of the Data Item Descriptions (DIDs) listed in Contract Data Requirements Lists (DD Form 1423-1) DTD 40051-2A, 1222D and 2361D, in conjunction with the requirements of the specific contract line items as specified in ACV Statement of Work (SOW) constitute the data to be delivered, the products to be prepared, and the resulting tasks to be performed by the contractor.

· All source files used to produce the ETMs shall be delivered on separate CD-ROM/DVD media to Marine Corps Systems Command (MCSC), Program Executive Officer-Land Systems (PEO-LS) [(PM ACV)] only.

· The PM AAV is the approving authority for the final ETMs prior to publication/promulgation.

· Any Commercial manuals shall be reviewed to ensure the Marine Corps can properly support all subsystems/components/equipment. Component-associated commercial manuals shall be written in English and provided in softcopy on the ETM CD-ROM/DVD media using enhanced Portable Document Format (.PDF).

· The contractor shall make recommendations to the Government if the contractor concludes that supplementation may be required.

· The final CD-ROM/DVD media shall have a label identifying the system, technical manual number, and Publication Control Number (PCN). The following distribution statement shall be added centered on the CD-ROM/DVD media case: “THIS PUBLICATION IS REQUIRED FOR OFFICIAL USE OR FOR ADMINISTRATIVE OR OPERATIONAL PURPOSES ONLY. DISTRIBUTION IS LIMITED TO U.S.GOVERNMENT AGENCIES. OTHER REQUESTS FOR THIS DOCUMENT MUST BE REFERRED TO: COMMANDANT OF THE MARINE CORPS (ARD)”. The following destruction notice shall be applied one space below and centered on the CD-ROM/DVD media case: DESTRUCTION NOTICE: “FOR UNCLASSFIED, LIMITED DOCUMENTS, DESTROY BY ANY METHOD THAT WILL PREVENT DISCLOSURE OF CONTENTS OR RECONSTRUCTION OF THE DOCUMENTS.” The CD-ROM/DVD media case will also have a label or cover with the same system information.

· The Government will provide the Publication Control Number (PCN) and other labeling data prior to final delivery of the ETMs.

1.0 DELIVERABLES

1.1 Technical Manual Schedule, Status and Cost Reports

1.2 Quality Assurance Provisions

1.2.1 Validation Plan

1.2.2 Validation Certification

1.3 Electronic Technical Manual (ETM)

1.3.1 ETM Outline

1.3.2 Review Draft Copy (RDC)

1.3.3 Final Reproducible Copy (FRC)

1.3.4 Digital Text and Graphics

2.0 APPLICABLE DOCUMENTS

2.1 Specifications. The following documents were used to establish the requirements of this document.

MIL-M-85337_ Manuals, Technical, Quality Assurance Program, Requirements for

MIL-PRF-28001 Markup Requirements and Generic Style Specifications

MIL-PRF-28002 Raster Graphics Representation in Binary Format

Mil-PRF-28003 Digital Representation for Communication of Illustrated Data: CGM Application Profile

2.2 Standards

MIL-STD-1309D Definition of Terms for Automatic Electronic Test and Checkout

MIL-STD-38784A Manuals, Technical: General Style and Format Requirements

MIL-STD 2361D Department of Defense Interface Standard Digital Publications Development

(Copies of standards required by contractors in connection with specific procurement functions should be obtained from the procuring activity or as directed by the contracting officer.)

2.3 Handbooks and Manuals

MIL-HDBK-1222D Guide to the General Style and Format of U.S. Army Work Package Technical Manuals

MIL-HDBK-38790 Printing Production of Technical Manuals: General Requirements for

2.4 United States Marine Corps

TM 4700-15/1 Ground Equipment Record Procedures

(Copies of Marine Corps Orders required by contractors in connection with specific procurement functions should be obtained from the procuring activity or as directed by the contracting officer.)

3.0 REQUIREMENTS

Order of Precedence. In the event of a conflict between the text of this document and the references cited herein (except for related associated detail specifications, specification sheets or MS standards), the text of this document takes precedence. Nothing in this document, however, supersedes applicable laws and regulations unless a specific exemption has been obtained.

Copyrighted Material. Technical manuals shall not contain copyrighted material except as specified in the Federal Acquisition Regulations/ Defense Federal Acquisition Regulation Supplement. When copyrighted material is to be included in a technical publication, the preparer shall obtain prior written permission from the copyright owner/authorized agent for its use. The signed, written permission shall be delivered with the final reproducible copy when it is delivered. The written permission shall contain a statement declaring whether or not a copyright credit line is required.

Source Data. The primary source data for TMs shall be engineering drawings, the Logistics Support Analysis (LSA), and the Logistics Support Analysis Record (LSAR). Sound engineering principles and techniques, available engineering analyses, service experience, performance data on the item and on similar items, and all other reliability and maintainability data available shall be used in the preparation of specific instructions.

3.1 Technical Manual Schedule, Status and Cost Reports. A technical manual schedule, status and cost report shall be supplied with the contractor’s monthly report submission. The report shall be in narrative format and indicate the information necessary to provide a comprehensive management level analysis of all development activities.

3.2 Technical Manuals

3.2.1 Manual Outlines. Each manual outline shall contain the following:

a. A text outline that shall be in accordance with the requirements of the detail specification, showing volume, part, chapter, section and paragraph titles to indicate the intended coverage of the various aspects of the equipment or system. Each paragraph title or notation shall be followed by a brief statement outlining the information to be presented. The text outline shall clearly show the specific equipment/system and related procedures/data planned for inclusion in the manual.

b. An illustration outline and a table outline that shall be keyed to the text outline. Each illustration and table listed in the outlines shall be described. The illustration outline shall contain figure numbers, title, information, intent, approximate size and nature of illustration (exploded view, schematic, line drawing). The table outline shall describe the tables by table number and information content.

c. An estimated page count for each chapter and a statement indicating the scope, depth or coverage.

3.3.2 Review Draft Copy (RDC). The review draft copy is used for review and coordination for technical accuracy and adequacy to evaluate the contractor's progress and assess compliance with applicable specifications and terms of the contract. RDC equates to review manuscript.

3.2.2.1 Manual Organization. Based on MIL-STD 40051-2A and MIL-HDBK-1222D. Arrange manual parts in the following order:

a. Front matter

b. Technical content

c. Rear Matter.

3.2.2.1.1 Front Matter. Material preceding the first chapter shall consist of the following in the order specified:

a. Front Cover

b. Promulgation Page (Authorizing signature page)

c. Warning Summary Page, as applicable

d. List of Effective Pages

e. Change Record

f. Table of Contents

g. List of Illustrations

h. List of Tables

i. Safety Summary

Front matter pages, except change record pages, following the list of effective pages and preceding chapter 1 shall be assigned sequential lower case Roman numerals, i.e. i, ii, iii, etc.

3.2.2.2 Technical Content for the Systems Crew/Operator Manual (OR). The Operator/Operator Maintenance Manual describe equipment operation and the maintenance to be performed by the crew/operator on equipment. Arrange the technical contents of the Operator/Operator Maintenance Manual as follows:

a. Front Matter

b. Chapter 1. General Information, Functional Description, and Theory of Operation

c. Chapter 2. Operating Procedures

d. Chapter 3. Troubleshooting

e. Chapter 4. PMCS

f. Chapter 5. Maintenance Instructions

g. Chapter 6. Repair Parts Information

h. Chapter 7. Support Information

i. Rear Matter

3.2.2.3 Technical Content for the Field Maintenance ETM. The Field Maintenance Manual describes equipment operation and maintenance performed by the Field maintainers. Arrange the technical contents of the Field Maintenance Manual as follows. Technical section content shall be derived from the Cataloging Schema for Logistics and Technical Data, Attachment 13:

0. Front Matter

0. Chapter 1. Introduction Section 1. General Information Section 2. Data & Descriptions Section 3. Service Upon Receipt

0. Chapter 2. Parts, Tools and Standard Procedure Section 1. General Section 2. Threaded fasteners and Torque Wrench Use Section 3. Threaded Inserts Section 4. General Cleaning, Lockwire and Cotter Pin Section 5. Repair Wiring Harnesses, Cables, and Elec. Comps.

0. Chapter 3. PMCS Section 1. PMCS Section 2. Lubrication

0. Chapter 4. Troubleshooting Section 1. Introduction Section 2. Electrical and Mechanical Troubleshooting Section 3. Troubleshooting Diagnostic Test Equipment

0. Chapter 5. Power Plant

0. Chapter 6. Suspension System and Steering System

0. Chapter 7. Auxiliary Automotive

0. Chapter 8. Hull and Survivability

0. Chapter 9. Water, Steering and Water Propulsion

0. Chapter 10. Hydraulic System

0. Chapter 11. Electrical System

0. Chapter 12. Communication, Navigation and Intercom

0. Chapter 13. Weapon Station and Fire control

0. Chapter 14. Battle Damage Assessment and Repair

0. Chapter 15. Illustrated Parts

0. Appendix A. References

0. Appendix B. Expendable and Durable Items Lists

0. Other Appendices (as required)

0. Rear Matter

3.2.2.2.15.1 Source File Development Requirements

a. A list of all graphic files shall be delivered.

b. Where there are multiple instances of the same illustration in different locations of the technical publication, a single illustration file may be used to satisfy all of the illustration instances.

c. All digital illustrations shall be cropped and sized to fit the designated window for printing with no further manipulation.

4.0 QUALITY ASSURANCE

4.1 Responsibility for Inspection. Unless otherwise specified in the TMCR, the contractor is responsible for the performance of all inspection requirements (examinations and tests) as specified herein. The contractor may use their facility or any other facility suitable for the performance of the inspection requirements specified herein, unless disapproved by the Government. The Government reserves the right to perform any of the inspections set forth in this specification where such inspections are deemed necessary to ensure supplies and services conform to prescribed requirements.

4.1.1 Responsibility for Compliance. All items shall meet all requirements of this specification. The inspections set forth in this specification shall become a part of the contractor's overall inspection system or quality program. The absence of any inspection requirements in the specification shall not relieve the contractor of the responsibility of ensuring that all products or supplies submitted to the Government for acceptance comply with all requirements of the contract. Sampling in quality conformance does not authorize submission of known defective material, either indicated or actual, nor does it commit the Government to accept incomplete or inadequate technical manuals.

4.1.2 Government Inspection. Technical manuals furnished in accordance with this specification shall be subject to inspection, verification and approval or disapproval by the Government as specified by the terms of the contract. Inspection and verification will be performed by the Government prior to acceptance. The Government reserves the right to conduct a guidance and quality planning conference and quality program reviews throughout the term of the contract to ensure compliance with the quality assurance program plan, applicable technical manual specifications, the contract, and the production of a quality product.

4.1.2.1 Government Inspection at Subcontractor Facilities. Government inspection, verification and acceptance of preliminary manuals at a subcontractor facility shall not constitute Government acceptance of the final technical manuals. Such Government actions shall not in any way relieve the prime contractor of his responsibilities for inspection and validation or of his responsibility to furnish acceptable manuals. When the Government requires inspection or verification at the subcontractor location, the prime contractor shall include in the purchasing document a statement equivalent to the following:

"Government inspection and verification of the final manuals is required prior to shipment. Upon receipt of this order, promptly notify and provide a copy of this order to the Government representative so that Government inspection and verification may be planned. If the Government representative cannot be identified, the prime contractor shall be notified immediately."

The prime contractor shall report to his Government representative any nonconformance of subcontractor's manuals and shall require the subcontractor to coordinate corrective action with the appropriate Government representative.

4.1.3 Technical Manual Quality Assurance (TMQA) Program. The contractor shall establish a TMQA program to ensure the development of technically accurate and complete technical manuals. The Quality Assurance program shall be in accordance with the ASQC Q9003 or other documented quality assurance procedures submitted by the contractor and approved by the Government. The contractor's quality assurance program shall encompass the accountability of and development of quality control functions required for the management of the following technical manual program elements:

a. Source data collection

b. Intermediate product

c. Graphics and illustrations

d. Validation

e. Internal coordination

f. Records

g. Verification support

h. Final product.

4.1.4 TMQA Program Plan Organization. The contractor's quality assurance program organization shall have well defined responsibility and authority to identify and evaluate quality assurance problems and to recommend and initiate solutions.

4.1.5 Quality Assurance Program Functions. All technical manual elements and processes shall be evaluated by contractor and Government quality assurance personnel at various stages of development, by any or all of the following quality assurance program functions:

a. Guidance and quality planning conferences

b. Adequacy reviews

c. In-process reviews

d. Quality program reviews

e. Quality reviews

f. Validation

g. Verification.

4.1.5.1 Guidance and Quality Planning Conference. The guidance and quality planning conference is conducted to ensure the contractor's understanding of applicable specifications, TMCR, formal instructions, established policies, and program requirements. Such conferences may be requested by either the contractor or Government.

4.1.5.2 Adequacy Reviews. Adequacy reviews will be authorized and convened by the procuring activity to monitor the preparation of IPB and documentation in support of the planned maintenance system (PMS) and may be conducted on maintenance manuals to determine adequacy prior to verification. Adequacy reviews will be conducted on IPBs to ensure that the coverage is in accordance with the approved source, maintenance, and recoverability (SM&R) codes; PMS documentation will be reviewed to ensure it is ready for Fleet evaluation.

4.1.5.3 In-Process Reviews (IPR). IPRs will be authorized and convened as deemed necessary by the Government. The contractor shall support IPRs and provide access to TM materials, intermediate, and final products. At a minimum, 30%/60%/90% IPRs will be conducted and will include evaluation of source data, TM plans/outlines, presentation methods, modes of preparation, TMCR compliance, completed text and artwork, and readability.

4.1.5.3.1 IPR and Adequacy Review Location. IPRs and adequacy reviews will be held at the contractor's facility but can be held at a designated Government facility. IPR and adequacy reviews intended for locations other than the contractor's facility must be approved by the Government. The contractor may request IPR and adequacy reviews at any time during the term of the contract when assistance or clarification is desired. The Government will request additional IPR and adequacy reviews when it appears the program is not proceeding according to schedule.

4.1.5.3.2 IPR and Adequacy Review Records. The Government will act as recorder and record decisions, results, and findings during the IPR and adequacy review evaluation utilizing the Technical Manual Evaluation Record. The Government will provide a copy of all recorded IPR and adequacy review findings to the contractor.

4.1.5.3.3 Disposition of IPR and Adequacy Review Findings. The Government and the contractor shall resolve IPR and adequacy review findings that involve problem areas or findings that require further evaluation before final disposition. Any discrepancy or deficiency found as the result of the IPR and adequacy review shall be corrected prior to certification and acceptance of the technical manual.

4.1.5.4 Quality Program Reviews. The contractor shall support quality program reviews as requested by the Government and provide access to QA records as specified in the TMQA program plan. During the TMQA program review, the contractor shall demonstrate to the Government the operation of the TMQA program. This shall include review of data generated during contractor quality reviews and quality related reports and records. TMQA program reviews chaired by a Government representative will be conducted at the contractor's facility. All quality review results will be documented by the Government.

4.1.5.5 Quality Reviews. The contractor's QA organization shall conduct quality reviews to ascertain compliance with the TMQA program plan and provide for corrective action. Quality reviews shall be conducted to evaluate the availability and adequacy of materials, processes, procedures, and intermediate products which constituent technical manual development. Sampling plans shall be as specified in the TMQA program plan.

4.1.5.5.1 Quality Records. The contractor shall maintain objective records of all quality reviews. The contractor's compliance will be determined by the accuracy, currency, and the completeness of records as specified in the TMCR and the TMQA program plan. Objective evidence shall be demonstrated by the ease of retrieval of specific information from records and their accuracy, currency, and completeness at the time of the Government representative's request. The records shall document quality problems and disposition recommendations. The records shall adequately identify the items in the manual(s) to which the comments and recommendations apply.

4.1.5.5.2 Corrective Action. The contractor shall initiate a process of corrective action for all recorded and detected deficiencies. The contractor shall implement preventive action programs to counter any apparent deficiency trends. The detection of deficiencies which are recognized and are not cited in the classification of defects (CD) shall be added to the CD in the TMQA program plan. Objective evidence of the effectiveness of the corrective action program for each deficiency shall be maintained.

4.1.5.5.3 Data Base Control. The contractor shall ensure that the most current source data is available and utilized for technical manual development.

4.1.5.5.4 Task Identification Matrix or Equivalent. The TM content and organization shall be consistent with a task identification matrix or equivalent. The task identification matrix or its equivalent shall ensure that all required levels of maintenance are sufficiently detailed and complete. The task identification matrix or equivalent shall be in agreement with the LSA task analysis data, approved maintenance plan, and approved SM&R codes. The requirements shall be reviewed to determine that all levels are sufficiently detailed and completed. Evaluation shall include a comparison of the tasks identified to the current configuration of hardware.

4.1.5.5.5 Control of Subcontractors and Vendors. The contractor shall ensure the quality of technical manuals developed by subcontractors and suppliers. The contractor's quality program shall not be deemed acceptable to the Government unless that contractor requires from his subcontractor a quality control program satisfying the requirements of this specification, or equivalent control over the subcontractor.

4.1.5.5.6 Sampling Plans. All technical manual products, regardless of percentage of completion, shall be sampled and evaluated as a method of determining the acceptability of product in development. Sampling plans shall be as specified in the quality assurance program plan.

4.1.5.5.6.1 Classification of Defects (CD). The CD table associated with the contractor sampling plans shall be made available during the guidance and quality planning conference. The CD shall be patterned after the CD listed below for product evaluation. The contractor and the Government may jointly classify additional defects applicable to the specific products being acquired.

a. Major defects (incorrect, incomplete, missing):

1) Maintenance procedures

2) Values and tolerances

3) Illustrations, schematics, wiring diagrams

4) Part numbers

5) References and indices

6) Safety - notes, cautions, warnings, dangers

7) Technical content (source dates and hardware comparison)

8) Classified matter (incorrect identification and handling)

9) Charts and tables

10) An excess of any one or combination of the following: Unfamiliar words, inconsistent vocabulary, long sentences, long paragraphs, non-informative headings, organization not based on immediate needs of the user, and complex or unclear illustrations.

b. Minor defects (incorrect, incomplete, missing):

1) Typographical errors

2) Collated pages

3) SM&R codes

4) Style and format (Guide errors).

4.1.5.6 Validation. Validation is a contractor quality assurance responsibility which shall be accomplished for all technical manuals, changes, and revisions thereto. A technical manual shall not be considered validated until the following conditions have been fulfilled:

a. Contractor's engineering technical review has been completed.

b. Information reflects configuration of the systems and equipment and includes all engineering changes.

c. Procedural instructions are readily understandable by the intended user and adequate to perform all operations and operator maintenance functions.

d. Adequacy of data is checked to ensure that it supports the approved operator maintenance and support plan.

e. Hardware of the proper configuration is available for the validation effort.

4.1.5.6.1 Validation Performance. Theory and principles of operation, system and component description, SM&R codes (when applicable), schematic, and wiring data shall be validated against engineering source data in accordance with the validation plan. Operating and maintenance procedures including checkout, alignment, scheduled removal and replacement instructions, and associated checklists shall be validated against the system and equipment by actual demonstration. Malfunctions shall not be introduced into the system or equipment for the purpose of validation unless specifically required for certification of procedural tasks or system tests. Destructive malfunctions shall not be introduced into the system or equipment for any purpose.

4.1.5.6.2 Support Equipment. Government approved support equipment shall be utilized in the performance of validation. Simulation or substitution of support equipment shall be approved by the Government. It is the responsibility of the contractor to request Government furnished equipment in order to support the validation effort.

4.1.5.6.3 Disposition of Validated Data. Corrections and significant comments resulting from validation shall be incorporated prior to issue of the validation certification.

4.1.5.6.4 Verification. The Government will verify the TM/ETMs accuracy during Verification. Verification is to follow validation during Low Rate Initial Production. The Government may choose to perform Verification concurrently with the Contractor’s Validation effort or at an alternate site. The Contractor shall provide system equipment, technical/engineering support and facilities as required to aid Government in the verification effort. The Contractor shall provide one set of ETMs on CD-ROM and one paper-set of TMs to each verification participant, no less than 45 calendar days prior to the scheduled verification effort. The Contractor shall incorporate all Government comments from specification compliance-reviews, technical accuracy reviews and Government verification reviews into the final submission of the ETM. Correction of discrepancies or changes resulting from Government training, testing, and reviews shall be incorporated into the production TMs.

4.1.5.6.4.1 Verification Support Requirements. Contractor support of verification shall consist of the following:

a. Serve as verification recorder, if required. Record and maintain records of changes associated with performance of verification.

b. Provide assistance in performing verification tasks, if required.

4.1.5.6.5 Combined Validation and Verification. When authorized by the Government, verification shall be performed concurrently with validation. Final acceptance of the technical manual will be made upon receipt of the validation and verification incorporation certifications.

5.0 PACKAGING AND DELIVERY

5.1 Packaging

5.1.1 Marking. In addition to sender and addressee information, the exterior shall bear the following:

0. Publication number.

0. Contract or Purchase Order Number.

0. Type of material enclosed.

0. Number of containers in shipment.

5.1.2 Packing List. A copy of the letter of transmittal, or the packing list, shall be placed inside the package. When a shipment consists of several packages, the letter of transmittal or packing list shall be enclosed in the first package and shall identify the material that was wrapped in each package.

5.1.3 CD-ROM/DVD for Review. Each CD-ROM/DVD shall be delivered in a standard, compact, digital, audio, disk case, and wrapped. The case is to be usable as storage for the disk once the plastic cover wrapping is removed. Multiple CD copies may be delivered in the same shipping container.

5.2 Delivery Instructions

5.2.1 ETM. The draft ETM shall be provided for use with prototype hardware systems. Only verified ETMs shall be provided for fielding with production hardware systems. A master CD final submission shall be made 30 days after incorporation of changes resulting from Government verification or final review. A copy of the ETM Master (CD-ROM/DVD) shall be delivered to MARCORSYSCOM ONLY.

5.2.2 Commercial Manuals. The contractor shall install all commercial manuals, with supplements if applicable, in PDF files on the same CD-ROM as the ETM.

5.2.3 MS Word Files. Copies of all MS Word files created to produce the manual shall be delivered to MARCORSYSCOM. All word files shall be delivered on a CD-ROM/DVD.

5.2.4 Photos/Schematics/Engineering Drawings. Copies of photos/schematics/engineering drawings shall be provided as a part of the Logistics Product Data (PowerLog)and in a separate file on a separate CD-ROM/DVD.

TMCR NO. ACV MNL-04001

Date: 12-5-2014 image1.png