Attachment 2 - TMCR 1391-001.docx

TECHNICAL MANUAL CONTRACT REQUIREMENT

FOR THE

TACTICAL AVIATION GROUND REFUELING SYSTEM

B00537B

NSN TBD

TMCR 1391-001

PREPARED BY:

PROGRAM MANAGER ENGINEER SYSTEMS

TMCR 1391-001

MARINE CORPS SYSTEMS COMMAND

CUI

TECHNICAL MANUAL CONTRACT REQUIREMENT (TMCR) (1391-001)

SUBJECT: REQUIREMENTS FOR DELIVERY OF A HYPERLINKED MARINE CORPS SYSTEM OPERATOR AND MAINTENANCE (FIELD AND DEPOT) ELECTRONIC TECHNICAL MANUAL (ETM) WITH REPAIR PARTS AND SPECIAL TOOLS LIST (RPSTL) AND A STOCKLIST (SL-3) FOR TACTICAL AVIATION GROUND REFUELING SYSTEM.

SCOPE: The requirements specified herein constitute technical manual tasks to be performed by the Contractor and the resulting deliverables to the Government. This TMCR details the work effort required of the Contractor to integrate, produce, validate, and deliver a hyperlinked Operator and Maintenance Electronic Technical Manual (ETM) with a Maintenance Allocation Chart (MAC), Repair Parts and Special Tools List (RPSTL) (including exploded views of all assemblies and subassemblies), and a Stocklist-Level 3 (SL-3) for the Tactical Aviation Ground Refueling System (TAGRS). The contractor shall screen all valid National Stock Numbers (NSNs), Source Maintenance and Recoverability (SM&R) codes and verify all provisioning is integrated into the maintenance manual In Accordance With (IAW) SAE-GEIA-STD-0007. The contractor shall be responsible for providing all services, material, and support documentation to complete tasks identified in this TMCR. The contractor delivery schedule and quantities for each deliverable can be found in Section 13 of this TMCR.

DATA ITEMS.

Data Items shall be delivered IAW the distribution matrix, as listed on the Contract Data Requirements List (CDRL).

APPLICABLE DOCUMENTS

The following documents specified form a part of this TMCR to the extent specified herein. The most recent revision of the referenced document at the time of contract shall be used unless otherwise specified. In the event of conflict between the applicable documents and this TMCR, the TMCR shall take precedence. All second tier and below references cited in mandatory compliance documents shall be considered as guidance only. Nothing in this document, however, supersedes applicable laws and regulations unless a specific exemption has been obtained.

Military Standards and Specifications - Mandatory Compliance

Military Standards and Specifications - Guidance Only

Engineering Data for Provisioning (EDFP)

Handbooks - Guidance Only

Other Government Documents

Applicable Government Regulations

Non-Government Documents

PROVISIONING

Provisioning Guidance Conference (PGC).

The Government will chair the PGC within 40 business days in conjunction with the Preliminary Design Review (PDR). The purpose of the meeting is to clarify requirements for Provisioning Technical Documentation (PTD) and MIL-HDBK-502 to include format and medium of delivery, addressing of unique Government requirements, and discussion/resolution of any unclear provisioning/cataloging related areas. Joint development of a Provisioning Performance Schedule (PPS) using Form MC-ALB-4423/15 and scheduling of periodic PTD submissions for Government review shall be addressed and documented at this conference. Follow-on meetings between the Contractor and Government representatives may be requested by either party to discuss specific document requirements. The Contractor shall prepare an agenda in advance and provide any presentation material for all meetings.

Provisioning Conference.

The contractor shall host the Provisioning Conference(s) at the contractor's facility IAW the PPS. The contractor shall provide copies of the Provisioning Parts List (PPL), Engineering Data For Provisioning (EDFP), and a piece of production grade equipment. The contractor shall be responsible for disassembly of the equipment during this conference to validate and verify all Provisioning Technical Documentation.

Provisioning Plan (PP).

The contractor shall establish, manage, and execute a PP IAW SAE-GEIA-STD-0007. MIL-HDBK-502 and GEIA-HB-0007 may be used for additional guidance. The PP shall be delivered IAW the PPS and shall be the basis for the integration of the logistics support element, and provide the interface between the engineering and integrated logistics effort used in the systems engineering effort. The objectives of the PP are to provide optimum material readiness, economical logistics support, and identify/evaluate resources required to develop and manage an effective support system. All design, modification/alteration, and engineering activity shall require PTD. Provisioning status, identification of problem area(s), and necessary resolutions to problems addressed shall be addressed as soon as identified.

CDRL L005 DI-MISC-80508B, Technical Report - Study/Services (PP) Includes CDRL Exhibit

MC-ALB-4423/15

Provisioning Technical Documentation (PTD).

The contractor shall develop/document PTD to include, but not be limited to: a Provisioning Parts List (PPL), Provisioning Parts List Index (PPLI), Long Lead Time Items List (LLTIL), Tools and Test Equipment List (TTEL), Common and Bulk Items List (CBIL), and any Design Change Notices (DCN). The elements identified in the SAE-GEIA-STD-0007 Data Selection Sheet (Addendum A) to the Provisioning Parts List CDRL shall be used to develop the PTD. The Government will concur in the format, medium of delivery, and frequency for submission of the PTD at the PGC. All CDRL deliverables shall be IAW the Provisioning Performance Schedule on record with the Contracting Officer.

Provisioning Parts List (PPL).

The PPL shall contain the end item, component or assembly and all support items which can be disassembled, reassembled, or replaced, and which, when combined, constitute the end item, component or assembly and shall include items such as parts, materials, attaching hardware, connecting cabling, piping, and fittings required for the operation and maintenance of the end item, component, or assembly. The PPL shall be used to determine the range and depth of support items required to maintain the end item for an initial period of service. This includes all Government Furnished Material (GFM) with existing National Stock Numbers (NSN), Commercial Off the Shelf (COTS) and Non-Developmental (NDI) items. The Government and contractor shall agree to the Logistics Control Number structure. The draft and final PPL shall be provided in the LSA-036 format and the XML format IAW the SAE-GEIA-STD-0007 to include the SAE-GEIA Data Selection Sheet (Addendum B) and the Marine Corps Unique Data requirements. The XML PPL data elements shall consist of those elements found on the GEIA pick sheet and the following Marine Corps Unique Data elements: Marine Corps Store Account Code (SAC), Marine Corps Combat Essentiality Code (CEC), Marine Corps Management Code-Echelon Code (MEC), Marine Corps Materiel Identification Code (MIC), Marine Corps Operational Test Code (OTC), and Marine Corps Physical Category Code (PCC).

CDRL L009, DI-SESS-81758A, Logistics Product Data (PPL) w/GEIA Data Selection Sheet Screening.

The contractor shall perform screening for the purpose of identifying preexisting National Stock Numbers (NSNs), validate currency of an NSN, validate part numbers and cage codes on a PPL, aid in maximum use of known assets, and confirm that accuracy of provisioning data before it is submitted to the government for cataloging. Screening shall be continuous until the Government accepts delivery of the PPL.

Provisioning Parts List Index (PPLI).

The PPLI is a cross-reference of the PPL from part number to Provisioning List Item Sequence Number (PLISN). The PPLI shall be in alpha/numerical part number sequence. The cross-reference shall be on every PLISN that appears in the PPL. The cross-reference shall include all primary part numbers as well as all secondary part numbers.

CDRL L003 DI-SESS-81759A - Provisioning Parts List Index (PPLI) Long Lead Time Items List (LLTIL).

The contractor shall provide a LLTIL that shall contain those items which, because of their complexity of design, complicated manufacturing process or limited production capacity, may cause production or procurement cycles which would preclude timely and adequate delivery, if not ordered in advance of normal provisioning. Long Lead Items are defined as those items that will take 90 or more calendar days to procure/receive.

CDRL L016 DI-SESS-81759A, Logistics Product Data Summaries, Long Lead Time Items List (LLTIL) Tools and Test Equipment List (TTEL).

The contractor shall provide a TTEL that shall contain those support items required to inspect, test, calibrate, service, repair, or overhaul an end item.

CDRL L017 DI-SESS-81759A, Logistics Product Data Summaries (TTEL)

Common and Bulk Items List (CBIL).

The CBIL contains those items that are difficult or impractical to list on a top down/disassembly sequence PPL, but for which provisioning is required to support the operation of the end item/equipment. These items are subject to wear or failure, or otherwise required for maintenance, including planned maintenance of the end item/equipment. The contractor shall, at a minimum, indicate the material type, grade and class. The contractor shall submit sufficient information to enable the Government to relate the material/specification number to the pertinent item.

CDRL L018 DI-SESS-81759A, Logistics Product Data Summaries (CBIL) Design Change Notice (DCN).

The contractor shall use a DCN to identify changes to the PTD which add to, delete, supersede, or modify items previously listed which are approved for incorporation into the end item.

CDRL L013 DI-SESS-81759A, Logistics Product Data Summaries, Design Change Notice (DCN) Engineering Data For Provisioning (EDFP).

The EDFP, also referred to as form, fit, and functional data (as referenced in DFARS) is technical data used to describe parts/equipment and consists of current data such as specifications, standards, drawings, photographs, sketches and descriptions, and necessary assembly and general arrangement drawings, schematic drawings, schematic diagrams, wiring and cable diagrams necessary to indicate the physical characteristics, location, and/or function of the item. At a minimum, EDFP must provide:

a. Technical information of items for maintenance support considerations.

b. Item identification/descriptions necessary for:

c. The contractor shall furnish EDFP in the following order of precedence:

d. EDFP shall be submitted as directed by the Government.

e. The protection of contractor’s rights in technical data and the government’s rights to use, modify, reproduce, release, perform, display, or disclose technical data shall be as identified in DFARS Subpart 227.71 and in DFARS Clause 252.227-7013 (Non-commercial Items) or DFARS Clause 252.227-7015 (Commercial Items). EDFP shall be marked in such a manner as to identify the contractor’s proprietary rights (limited or unlimited) IAW DFARS Subpart and clauses noted.

f. All end items, components, sub-components, assemblies, sub-assemblies and parts meeting Item Unique Identification (IUID) requirements (see DFARS Clause 252.211-7003) shall be marked with IUID-compliant 2D Data Matrix symbols IAW the latest version of MIL-STD-130.

(1) Hard Copy: The contractor shall mark each hard copy with the Provisioning Line Item Sequence Number (PLISN) in the upper right hand corner. The Original Equipment Manufacture’s (OEM) with Design Control Commercial and Government Entity (CAGE) Code and Part Number (P/N) shall be marked if not present on the technical data. In the event the OEM does not directly sell to the government, a procurement source CAGE and P/N must be provided and identified as the source along with the OEM CAGE and P/N. The OEM’s CAGE TYPE Code cannot be “F” (non-Manufacturers CAGE), and the OEM’s and Source’s CAGE must be an Active Status code CAGE.

(2) Electronic Copy: The OEM CAGE and P/N shall be marked if not present on the technical data. In the event the OEM does not directly sell to the government, a procurement source CAGE and P/N must be provided and identified as the source along with the OEM CAGE and P/N. The OEM’s CAGE TYPE Code cannot be “F” (non-Manufacturers CAGE), and the OEM’s and Source’s CAGE must be an Active Status code CAGE. The contractor shall name each electronic file in the following format:

“PLISN_PART NUMBER” example, “A001_12345.pdf”

g. The EDFP shall NOT be provided when the item is identified by a Government specification or standard which completely describes the item including its materiel, dimensional, mechanical, and electrical characteristics. In this situation, the Government specification or standard is called out.

CDRL L006 DI-SESS-81874, Engineering Data For Provisioning (EDFP) Spares Acquisition Integrated with Production (SAIP).

The contractor shall provide a list of all Line Replaceable Units (LRU) of the TAGRS. The LRU list shall reflect those items that can be removed and replaced at the Field level of maintenance (organizational and intermediate), and Depot level of maintenance (as required). The list shall include, but is not limited to: description, manufacturer, manufacturer part number, CAGE code, price per unit, quantity per system, NSN (if applicable), and Maintenance Replacement Rate 1 (MRR1) (breakage per thousand per year). The contractor shall recommend range and depth of LRU spares sufficient to support two (2) year of system operations. The contractor shall also provide a list of refreshed consumables and anticipated rate of consumption.

CDRL L014 DI-SESS-81759A, Logistics Product Data Summaries, Spares Acquisition (SAIP)

Items Logistics Data Record (ILDR).

In the event EDFP is not available or is inadequate, the Contractor shall provide an ILDR IAW FED-STD-5, Preparation of Proposed Item Logistics Data Records.

CDRL L022 DI-SESS-81759A, Logistics Product Data Summaries (ILDR) Common Hardware/Standard Item Use.

The Contractor shall utilize parts and assemblies that have been assigned a NSN to the maximum extent practical. This includes common hardware and standard items, such as all standard hardware, fasteners, hydraulic and air fittings, hoses, O-rings, electrical connectors, etc. All standard items will be industry standard or Government specification compliant and identified as such. Government specification refers to any specification under Government control (for example: MIL-STD). The use of standard items minimizes the overall logistics footprint of the system and avoids the duplication of stocked parts with identical form, fit, and functionality under different part numbers and NSNs. A partial listing of acceptable industry standards includes: ASTM, ASME, AISI, ANSI, DIN, JIC, SAE, etc. A partial listing of Government specifications includes: AE, AS, FED, DOD, MS, MIL, MIL-STD, MS, NATO, etc. Examples of fasteners which fall under the common hardware/standard item category are listed below:

· ASME B18.2.1 (Use BH Series), bolt, steel, hex head

· MS35307, bolt, stainless steel, hex head

· MS16998/NAS1351, bolt, steel, socket head

· ASME B18.6.3, screw, stainless, steel, hex head

· MS16995, screw, steel, socket head

· MS51967, nut, steel, plain, hexagon

· MS51971, nut, stainless steel, plain, hexagon

· MS15795, washer, stainless steel, flat

· ASME B18.21.1, washer, steel, flat

· MS35338, washer, stainless steel and steel, lock

REQUIREMENTS.

The requirements of this TMCR shall take precedence over any other document pertaining to technical manuals.

Technical Manuals Quality Assurance Data.

The contractor shall be responsible for the quality of the technical information, digital data provided by subcontractors and vendors, and for the manuals developed by the contractor.

Publication Requirements.

The Contractor shall develop and produce a hyperlinked Operator and Maintenance ETM with a MAC and RPSTL (including exploded views of all assemblies and subassemblies), and an SL-3, as listed in the TMCR and the appropriate included Requirements Matrix included in this TMCR. Development of the ETM shall be supported by a Validation Plan and a Validation Report.

Electronic Technical Manual (ETM).

The ETM shall be written in simple, practical English and provide system and subsystem oriented instructions for packing and unpacking; setup and teardown; start up and shut down of the system; removal and replacement of faulty items; and any special precautions or procedures for system installation, operation, Preventive Maintenance Checks and Services (PMCS), troubleshooting, repair, testing, and maintenance. The ETM shall not exceed 750 pages (double sided) or 250 megabytes on single volume manuals. In the event the ETM exceeds 750 pages the manual will be divided into a separate Operator and Maintenance ETM.

Each task shall be presented in detail with logical, systematic steps for the work to be accomplished. The instructions shall accurately provide the operator/technician/maintainer with all information needed to keep the equipment operational. The ETM shall provide system and subsystem oriented instructions for installation, operation, maintenance, and test of the system. All tools and test equipment required to accomplish maintenance or installation shall be identified as part of the task. To the greatest extent practical, Government Furnished Material, Government technical manuals, or Governmentapproved commercial operation and maintenance manuals, shall be used as references for system and subsystem maintenance.

All terminology, symbols, and abbreviations shall be readily understandable by Marine Corps personnel. Use of abbreviations shall be held to a minimum and shall be defined the first time they appear. Abbreviations used shall be IAW ASME Y14.38M.

TM Submission.

All TM submissions shall be fully illustrated IAW this TMCR and MIL-STD-40051-2C. Digital photography, computer graphics, and line art are acceptable illustration media to support procedural and descriptive text.

TM Requirements Matrix Compliance.

The attached TM Requirements Matrix for the Operator and Maintenance ETM shall be used to organize and develop technical manual content. All items marked “R” in the matrix are required to support the equipment and shall be included in the order established by the matrix. All shaded items shall be included “As Required” to support the equipment, and if included, shall be placed in the TM according to the order established in by the matrix. All items marked “P” in the matrix are prohibited and shall not be included in the manual. A TM Requirements Matrix is provided. Refer to Table A-1.

Maintenance Allocation Chart (MAC) Development.

The MAC shall be prepared according to the approved source data provided by the acquiring activity. All maintenance procedures identified in the Government-approved MAC shall have corresponding maintenance, troubleshooting, or PMCS procedures within the TM, as applicable. The MAC introduction and MAC tables shall be updated to conform to format and content requirements as detailed in MIL-STD-40051-2C, including all changes. All item names for the MAC functional groups shall be official nomenclature. Reverse word order shall be used in the MAC. The MAC shall also be updated to include changed or additional components and their corresponding maintenance functions as applicable. The basic entries in the MAC shall be a list of functional groups, per TB 750-93-1, applicable to the end item which requires maintenance. The term functional group applies to reparable assemblies and subassemblies; (e.g., spares), but not to repair parts. The functional group codes shall not exceed 11 characters in length and shall match those used in the RPSTL. If functional group codes are not applicable, the end item group shall begin numbering with “00”.

TM Source Files.

ETMs shall be developed IAW MIL-STD-40051-2C. The XML file shall be tagged IAW MIL-HDBK-2361D and the TM Requirements Matrix to develop document content. The publication submission is required to meet all the format requirements of the applicable military specifications and standards.

XML Source Files.

The XML source file shall be a single file containing all file, graphic, and text entity declarations and XML tags. Parameter entities shall not be used. All graphics shall be contained within a folder named “graphics” and this folder shall be located at the same file level as the XML file.

Repair Parts and Special Tools List (RPSTL).

The Contractor shall produce a RPSTL information and artwork to support repair and replacement of parts. The RPSTL assemblies and subassemblies shall be in the same sequential order as in the approved MAC. The RPSTL text, illustrations, and indexes shall be IAW this TMCR and conform to MIL-STD-40051-2C, including all changes, and format requirements. The RPSTL shall be updated to reflect text, illustration and part number changes as provided. The RPSTL figure title, the functional group title, and the applicable MAC title shall be the same. The Contractor shall use only black and white line art for RPSTL illustrations. Digital photos shall not be used as part of the RPSTL.

Portable Document Format (PDF).

The Contractor shall submit an editable PDF file (Adobe Acrobat) of all technical manual submittals (Draft Technical Manual [DTM], Final Draft Technical Manual [FDTM], Sign-off Copy Technical Manual [SOCTM], and Final Reproducible Copy [FRC]) IAW MIL-STD-40051-2C. The final editable PDF file shall reflect all content of the text and graphics contained in the FRC TM accepted by the Government and in the digitized delivery of the native files. All PDF submissions shall have embedded fonts.

Distribution Statement.

The TM Distribution Statement will be provided at the Start of Work Meeting by the Government.

Publication Number.

The Government shall assign a unique Marine Corps technical manual number and a unique Publication Control Number (PCN) to the TM. The technical manual number shall be placed on the top of all pages of the TM. The PCN shall be placed on the lower right-hand corner of the front cover only. A TM cover page and signature page template shall be provided at the Start of Work Meeting by the Government.

Publication Date.

The Publication date shall be the last business day of the month in which the publication is signed.

Data Release.

The Contractor shall grant the Government “Unlimited” data rights for all documents and content produced under this TMCR IAW DFARS 252.227-7013 and DFARS 252.227-7015.

Mandatory Replacement Parts.

Maintenance Manual types are listed below with descriptions on incorporating Mandatory Replacement Parts:

Maintenance Manual with RPSTL: The Initial Setup shall contain Mandatory Replacement Parts with name and quantity, and shall be linked to the appropriate RPSTL WP(s), figure, and item number.

Critical Safety Items.

Critical Safety Items (CSIs) shall be listed by work package sequence number for work package containing details about the materials/parts

Preparation for Storage.

If any requirements exist that require short-term and/or long-term storage for the system, the Program Office will provide appropriate storage information to the Contractor/Integrator. This information will account for the following:

a. Security procedures and special storage requirements for sensitive items (security, terrorism, etc.) related to storing the equipment.

b. Special use of corrosion-preventive compounds, moisture barriers, and desiccant materials required for storage.

c. Information for wheeled, refer to MIL-STD-3003 for further guidance related to storage.

Manuals for Review.

During reviews, the ETM shall be presented in its most current stage of development. Corrections resulting from In-Process Reviews (IPRs), testing (contractor or Government), validation, and verification shall be included. The Government requires 30 business days for review/approval/disapproval. Upon completion of validation, the Contractor shall provide a Validation Certificate testifying to the completeness, accuracy, and safety of the ETM. Bad breaks and blank pages shall be kept to a minimum. Title headings shall be on the same page as the beginning paragraph.

GRAPHICS

Photographic Support.

In producing the technical manual as outlined in this TMCR, the Contractor shall ensure personnel in photos, when visible, shall be properly attired. All personnel, when photographed, shall be wearing all safety equipment necessary to perform the procedure being illustrated, and shall be photographed complying with all safety requirements as specified in the procedural text. Personnel shall not be wearing jewelry or wristwatches and shall not show anything that identifies an individual (e.g., rank/service on clothing).

Digital photographs or illustrations integrated with procedural and maintenance tasks and text shall not be used.

Digital photographs and illustrations shall show the relationship of components to an assembly and parts to a component.

Line drawings shall be prepared and used in cases where photographs are not clear. Clarity shall be the objective. Vector graphic representation shall be used to the maximum extent possible.

Photographs or line art, (including schematics, wiring diagrams, and block diagrams) shall be of sufficient darkness and sharpness of line to reproduce clearly at required reproduction size without additional treatment. Nomenclature, callouts, tabular material, and symbols appearing on illustrations shall be upper case, with 8-point minimum reproduced size.

To limit white space, photographs or line art shall be of a size to be legible, but not so big to move data to the next page unless necessary for legibility.

Icons.

Icons should be a consistent size throughout the manual.

TECHNICAL MANUAL DEVELOPMENT

Copyright.

The TM delivered shall be free of copyright restrictions for copying, printing, and distribution by all U.S. Government activities.

ETMs to be developed.

Table 6.1 Lists manuals to be developed.

Table 61. Manuals to be developed

*Note: These manuals are subject to changed and only one manual may be required.

Government Furnished Property (GFP) (as required).

The Government shall provide the Contractor with Equipment List to be used throughout the development of the TM under this TMCR. The GFP shall be provided to, and returned by, the contractor in Condition Code A. The GFP shall be provided by with all applicable modifications provided. The Contractor shall provide for accountability, security, and storage for the GFP provided IAW the Government Property clauses incorporated into this contract. The Contractor shall inspect and inventory all GFP received and identify and report any discrepancies/deficiencies. The Government will forward an accountability agreement to the Contractor for signature on an annual basis.

Source Data Cutoff (SDC).

The SDC for any TM delivery shall be 10 business days prior to the delivery date. Changes received after the established SDC date shall be incorporated into the next delivery. The source data cut-offs shall be listed in Section 13.1 of this TMCR.

Stock List/Component List.

The Contractor shall develop a stand-alone SL-3/components list in Marine Corps format for Tactical Aviation Ground Refueling System. The SL-3/components list shall be delivered as a stand-alone document during every DTM delivery listed below. An SL-3/components list template shall be provided by the Government. The SL-3/components list shall include Supply System Responsibility Items (items furnished with and turned in with the end item), Collateral Materiel (items supplied during initial issue of the end item and retained by the unit), and Using Unit Responsibility Items (items not issued with the end item and requisitioned as required, through the supply system by the using unit) as required. The SL-3 components shall be listed in a manner to facilitate ease of inventory (i.e., drawer, container, and compartment).

Initial TM Outline.

The Contractor shall develop and submit a TM outline within 15 business days after the Critical Design Review (CDR). This outline shall provide a basic structure for the TM. The Government shall review and provide a response within 30 business days.

Preliminary Draft Technical Manual (PDTM) – (30%).

The PDTM shall include the outline of content to be presented, safety and hazardous materials information, and shall meet all format and style requirements as detailed in MIL-STD-40051-2C and TM requirements matrix. The PDTM shall be reviewed for format and demonstrate the contractor is compliant with DoD Standards for TM development. The Contractor shall deliver the PDTM 90 business days after contract award. The Government will require 30 business days to review and approve the PDTM. The Contractor shall deliver a compiled editable PDF file, valid XML source file, and all source graphics as a separate file, by email to personnel identified in Table 13.2.

The purpose of the 30% review is to ensure the Contractor/Editor is developing the publication document according to Marine Corps requirements. It is an opportunity for the government to review the Contractor/Editor’s approach to publication development and offer guidance and direction at an early stage.

A publication shall be considered 30% complete when the PCN has been obtained (if ID number has been assigned), the structure/outline and proper format of the publication has been defined, front matter (cover, table of contents, and warnings and cautions) has been drafted, and most introductory and equipment descriptions have been written and placed in the appropriate chapters. Additionally, known tables and figures are complete and placed in the appropriate chapters. At a minimum all placeholders are defined and awaiting technical content to be written.

Draft Technical Manual (DTM) – (60%).

The DTM shall include all corrections, additions, or deletions resulting from technical testing, validation, and comments from Government review of the PDTM. The contractor shall be prepared to deliver updated versions (as required) of the DTM 30 business days prior to any end user/testing events. The Government will require 30 business days to review and approve the DTM. The Contractor shall deliver a compiled editable PDF file, valid XML source file, and all source graphics as a separate file, by email to personnel identified IAW section 13.2. The Government will provide comments for this DTM.

The purpose of the 60% review is to ensure the manual is near completion. At this time, government subject matter experts review the publication for any discrepancies or inconsistencies in preparation for validation and verification.

A publication shall be considered 60% complete when all front matter (cover, table of contents, and warnings and cautions) is complete and placed in their appropriate places. Additionally, the content of each chapter, including descriptions; step-by-step procedures; tables; figures; and warnings, cautions and notes have been drafted although a minimal amount of technical data may still be missing.

The chapter content must flow in a clear and logical sequence and be written in the proper format according to the standard listed in Section 2.0. The Contractor/Editor should have received all copyright releases by this time.

Final Draft Technical Manual (FDTM) – (90-100%).

The FDTM is a complete TM intended for use during Government verification. NOTE: Prior to conducting the verification, the contractor is required to submit validation certificates demonstrating 100% validation was successfully completed for all tasks within the FDTM. The FDTM shall include corrections, additions, or deletions resulting from logistics demonstration/user evaluation, technical testing, and comments from Government review. The Contractor shall deliver the FDTM 15 business days prior to TM verification. The Government will require 45 business days to review and approve the FDTM. Comments made during verification will be included and incorporated into the SOCTM. A copy of all changes will be provided to the Government at the end of the verification. Hard copies will be required for each member of the Verification Team. Printed hardcopy manuals will be double‐sided and unbound. The Contractor shall deliver a compiled editable PDF file, valid XML source file, and all source graphics as a separate file by email, submitted via DoD SAFE, and/or by disc.

The purpose of the 90-100% review is to ensure the manual is complete. At this time, government subject matter experts review the publication for any discrepancies or inconsistencies.

A publication shall be considered 90-100% complete when all front matter (cover, table of contents, and warnings and cautions) is complete and placed in the appropriate places and the content of each chapter, including descriptions; step-by-step procedures; tables; figures; and warnings, cautions and notes, is written, with a minimal amount of error.

Chapter content must flow in a clear and logical sequence and be written in the proper format according to the standard referenced in paragraph 2.0 and the table of contents is complete and correctly identifies the appropriate chapters, paragraphs, tables or figures, etc.

Sign-off Copy Technical Manual (SOCTM).

The SOCTM shall include final resolution of all comments and recommendations resulting from all testing events, Contractor Validation, Government review and verification, and changes made as a result of the provisioning process. The SOCTM meets all requirements therein and is ready for signature. The SOCTM shall be delivered to the Government 30 business days after the Government submits the FDTM review and approval. The Government will require 30 business days to review and approve the SOCTM. The Contractor shall deliver a compiled editable PDF file, valid XML source file, and all source graphics as a separate file, by email to personnel identified IAW CDRL L023, DI-TMSS-81675A, Equipment Technical Manual.

Final Reproducible Copy (FRC).

The Contractor shall submit the FRC within 30 business days of Government approval of the SOCTM. All source files shall be provided to the Government. The Contractor shall deliver a compiled editable PDF file, valid XML source file, and all source graphics as a separate file, by email to personnel identified in the above sections.

Source Files.

The Contractor shall submit XML source files for all text and graphics in the FRCs IAW MIL-STD-40051-2C. Digital graphics shall be produced so black and white print production will not result in any loss of resolution. The digitized data shall reflect the content of the text and graphics contained in the FRC accepted by the Government.

ACCEPTANCE/REJECTION OF TM SUBMITTAL

Acceptance/Rejection of TMs.

No scheduled submission requirement shall be considered to have been met until the Government has accepted the submission. Acceptance or rejection of all submittals shall be based on whether they conform to contractual requirements. At a minimum, if errors or omissions of matrix requirements are found in any submittal, the submission will be rejected and considered a DTM until the Contractor corrects the errors. If the Government rejects any submission, that submission will remain in draft status until the Government approves that submission, and subsequent submissions will not be made until the Government has approved the resubmission of the rejected deliverable. Resubmission of the rejected deliverable shall be submitted IAW CDRLs.

Letter of Acceptance/Rejection.

The Government will provide written notification of acceptance or rejection.

VALIDATION

TM Validation.

Validation is the responsibility of the Contractor. Operator and maintenance procedures, including all PMCS and troubleshooting, will be validated against the system equipment through actual demonstration. Theory and principals of operation and system/component descriptions, shall be validated against the engineering source data. The Contractor shall conduct a Validation of the FDTM IAW this TMCR. The Validation shall be held at the Contractor’s facility, unless otherwise specified by the contracting activity. The Contractor shall notify the Government no less than 20 business days prior to conducting the Validation. The Government reserves the right to participate as an observer during the Contractor’s validation effort. TM validation confirms the TM has been screened and edited for errors, reviewed for safety and accuracy, and is in compliance with specifications and technical information. TM Validation shall not be considered complete until the contractor submits a Validation Report.

TM Validation Plan.

The Contractor shall develop and submit the Validation Plan IAW DI-MISC-80759A for Government review and approval. The TM Validation Plan shall reflect compatibility with the overall maintenance and support plan, outline the Contractor’s recommended validation procedure and indicate the scope of the validation effort. The plan shall consist of the following elements at a minimum:

a. Manuals shall be identified in sufficient detail to permit rapid identification of material to be validated.

b. A List of tasks to be performed and the method to be used (hands-on, simulation, etc.) shall be included.

c. A list of tasks that cannot be performed hands-on or cannot be simulated shall be included. The plan shall address whether a subject matter expert for that task area will be present at validation or a written certification of the procedure shall be provided in the validation report.

d. Procedural methods of validation shall be identified in sufficient detail to ensure the delivery of complete and accurate FDTM’s. These procedures shall permit the performance of validating tasks in an environment which closely duplicates service conditions.

e. The plan shall identify the cognizant preparing activity, organization, and personnel responsible for accomplishing the validation effort.

f. The plan shall identify site locations, dates, kit requirements, facilities, and equipment required during the validation effort.

g. The plan shall show a system of record keeping to be established which will fully document the validation effort, including methods to be used to correct errors.

CDRL L024, DI-TMSS-81818 Technical Manual (TM) Validation Plan Acceptance/Rejection of Validation Plans.

Validation Plans will be reviewed by the Government for acceptability and suitability to the equipment under validation IAW CDRLs. The Validation Plans will be rejected and considered a draft if the Government deems the plan insufficient or inadequate to provide thorough and accurate validation of the procedures in the publication.

TM Validation Report.

A Validation Report shall be delivered to the Government 30 business days after completion of the TM validation. At a minimum, this correspondence shall include the contract number, CDRL sequence number, Contractor’s name and address, dates of the validation effort, methods used for validation, a summary of the report, equipment used, and a copy of all procedures used in any procedure validation. The Report will contain a certificate attesting to the 100% adequacy and accuracy of the TM. The Validation Report and certificate shall include a signature of an individual authorized to represent the Contractor. The Contractor’s complete validation records shall be made available to the Government.

VERIFICATION

Scope of Verification.

Verification is a Government responsibility and shall be held for the FDTM to verify operation and maintenance procedures, conformance to contract, and usability. The purpose of the verification is to confirm and verify (by desk-top or hands-on) the TM is safe, technically accurate and ready for release to Operating Forces, Support Establishments, and Marine Force Reserves. The verification will also confirm/demonstrate the usability, adequacy, and accuracy of the TM in order to meet the needs of the intended target audience and configuration and maintenance concept of the TAGRS. Appropriate Contractor personnel shall attend and assist at the Government’s request. Upon completion of the verification effort, the Contractor shall incorporate all verification changes and review comments. Verification will be conducted at the Contractor’s facility or a location designated by the Government.

Responsibilities for Verification.

The Government shall coordinate the necessary personnel, facilities, equipment, tools, test equipment, supplies, and pertinent documents required for Verification. Verification will be scheduled IAW Government Verification Plan and schedule. The Contractor shall take corrective action resulting from the Verification and modify the FDTM submissions accordingly.

MEETINGS/REVIEWS

Technical Manual Guidance Meeting (TMGM).

The TMGM will be conducted at the Contractor’s facility 30 business days after contract award. The purpose of this meeting will be to finalize the TM milestone schedule, clarify any issues in regard to TM requirements, quality, and format. The Government shall provide the TM Cover and Signature page templates, as well as a list of common things the Technical Publications Specialist looks for during TM review.

In-Process Reviews (IPRs).

The Government requires IPRs to be held on a quarterly basis throughout the period of performance of this TMCR. IPRs may be held at the Contractor's facility, a designated Government facility, or by telephone. The Contractor may request IPRs when assistance or clarification is desired. The Government may require, and the contractor may request, additional IPRs as necessary. The Contractor shall support all IPRs by providing the Government with providing copies of material to be reviewed, composing minutes of the IPR and coordinating attendance with logistics, technical writing, and program management staff. The Contractor shall provide one ETM to each IPR participant. The IPRs shall include evaluation of:

a. Source Date

b. Technical Manual Plan/Outline

c. Presentation methods

d. Modes of preparation

e. TMCR compliance

f. Completed documentation (electronic, text, and artwork)

g. Current ETM development

h. Current PDF files IPR Records.

The Contractor shall act on reported decisions/discrepancies resulting from or associated with IPRs. Each review shall include corrections from the previous IPR, if applicable. Comments and redlines resulting from reviews shall be incorporated. Previous comments from any IPR shall be revisited prior to proceeding with the current IPR. If the previous comments have not been included, the IPR shall not be considered complete.

Disposition of IPR Findings.

Discrepancies/deficiencies found as a result of the IPR shall be corrected prior to certification and acceptance of the ETM.

Provisioning Meeting (PMs).

The contractor shall host all PMs at the contractor's facility. The Government Equipment Specialist shall chair the PMs. The PMs shall be conducted as required after each major TM deliverable is delivered. SDC shall be delivered 45 business days prior to each PM. During PMs, the contractor is required to provide and disassemble production grade equipment, as deemed necessary by the Government, to validate and verify all provisioning documentation, parts and assemblies. The number of provisioning meetings is based on the total number of Provisioning List Item Sequence Numbers (PLISN).

REQUIRED MEETINGS

The contractor is required to attend the following meetings, as required. The following program events are to be considered.

In-Process Reviews.

Travel for the Contractor to attend IPRs may be authorized at the Governments discretion for no more than 5 to 10 business days.

Equipment Research/Capture Photographs.

Travel for the Contractor to conduct equipment research may be authorized at the Government’s discretion for no more than 2 travel days and 3 to 8 business days.

Provisioning Meetings.

The Contractor shall host all Provisioning Meetings. Dates and quantity of meetings is dependent upon quantity of PLISNs and schedule. The Contractor shall plan to support a conference lasting a minimum of one business day and up to 5 business days.

Validation.

Travel for the contractor to conduct a validation of the TMs shall not be authorized. Validation shall be conducted by the contractor at the contractor’s facility.

Verification.

Travel for contractor support personnel to participate in the Governments verification is authorized. The contractor shall provide one technical writer and one Project Manager or Logistician to support.