Statement of Work.pdf

Statement of Work (SOW) for

ISO 9001 and ISO 45001 Lead Auditor Training

1.0 Scope

The contractor shall provide two (2) of ferings of a comprehensive f ive (5)-day, instructor-led ISO

9001 and ISO 45001 Lead Auditor training course for Naval Surface Warfare Center, Crane

Division (NSWC Crane) employees. Training dates shall be coordinated with the Government representative. The period of performance shall be f rom date of award through 30 September

2027. Each of fering shall provide instruction, practical audit exercises, competency assessments, and documentation of course completion.

The anticipated training schedule is f ive consecutive business days. The contractor and

Government shall coordinate daily instructional hours suf f icient to complete the full approved curriculum and examinations. The proposed course agenda extends f rom 0800 to 1800;

therefore, an 0800–1600 limit shall not apply unless an adjusted schedule is mutually approved without reducing required instruction or assessment.

Two course of ferings are required. Student enrollment and f inal course dates shall be conf irmed by the Government before scheduling.

1.1 Background

NSWC Crane maintains quality and occupational health and safety management system activities that require personnel capable of evaluating conformity and ef fectiveness against ISO 9001 and

ISO 45001 requirements. Training is intended to develop personnel competency to plan, conduct, document, lead, and follow up on internal and integrated management system audits, identify objective evidence, communicate f indings, and support continual improvement.

2.0 Applicable Documents

The following documents apply to the performance of this SOW, to the extent relevant to the course and their ef fective editions at the time of delivery. In the event of conf lict, the contract and this SOW shall govern as determined by the Contracting Off icer:

• ISO 9001, Quality management systems — Requirements (edition identif ied and conf irmed before delivery).

• ISO 45001:2018, Occupational health and safety management systems — Requirements with guidance for use, including applicable amendments.

• ISO 19011:2018, Guidelines for auditing management systems.

• NSWC Crane training roster and applicable installation/classroom instructions.

Note for acquisition review: the supplied vendor agenda identif ies ISO 9001:2026. The

Government shall verify the publication status and intended edition before solicitation f inalization and specify the edition to be taught. No unpublished revision shall be represented as an issued standard.

3.0 Requirements

The contractor shall furnish qualif ied instructors, instructional content, practical exercises, examinations, course administration, and completion documentation necessary to deliver each f ive-day of fering. The contractor shall submit invoices in accordance with contract invoicing instructions; the draf t request for invoicing within f ive business days af ter course completion shall be conf irmed by the contracting of f ice.

3.1 Training Courses

Each of fering shall cover, at a minimum, the following subject areas and performance objectives:

• Quality management systems (approximately Days 1–2): ISO 9001 structure and clauses 4–

10; organizational context; leadership; planning, risks and opportunities; support; operations;

performance evaluation; improvement; QMS audit activities; writing nonconformities; and a quality management competency examination.

• Occupational health and safety management systems (approximately Day 3): ISO 45001 clauses 4–10; comparison with ISO 9001; hazard identif ication; OH&S risks and opportunities; hazard/risk analysis; worker participation and consultation; audit exercises; and an OH&S competency examination.

• Audit principles and techniques (approximately Day 4): management system audits; auditor competence; audit programs; audit criteria and scope; evidence gathering and interviews;

audit preparation and execution; f indings, reports and presentation; and an auditing competency examination.

• Audit team leadership (approximately Day 5): team leader responsibilities; team audit planning; opening and closing meetings; conducting team audits; compiling f indings;

preparing reports; audit completion and follow-up; and a team leader competency examination.

• Integrated audit application throughout the course: recognition of common and standard -specif ic ISO 9001/ISO 45001 requirements; coordinated audit planning; objective evidence evaluation; clear and traceable nonconformity statements; and ef fective reporting across both systems.

Instruction shall combine lecture, facilitated discussion, group and individual exercises, scenario -based auditing, and role play. Participants shall practice planning an audit, conducting interviews, collecting evidence, evaluating conformity, documenting nonconformities, producing an audit report, and communicating results.

The contractor shall provide a proposed f ive-day agenda, course learning objectives, examination approach, and instructor qualif ications before the training date. Instructor biographies shall demonstrate relevant experience in ISO 9001, ISO 45001, and lead auditor training. Where the course is represented as accredited or certif ied, the contractor shall identify the training program approval, approving body, competency units, and exact certif icate or examination outcome;

course attendance alone shall not be described as individual professional certif ication.

The contractor shall disclose examination eligibility, required technology, passing criteria, retest policy, and conditions for issuance of completion or successful-examination certif icates before course commencement.

3.2 Training Materials

The contractor shall provide each participant, at or before course commencement, with a course agenda, instructional manual or equivalent course text, presentation/learning materials, exercise worksheets, case studies, audit planning and reporting templates, and examination instructions.

Materials shall support all competency units and practical activities and shall be usable for future reference. Electronic materials may supplement printed materials where permitted by the contractor’s licensing terms.

The Government will furnish authorized copies of the applicable ISO 9001 and ISO 45001 standards for each student, consistent with the quoted course assumptions. The contractor shall identify any additional required standards or references, including ISO 19011, and responsibility for obtaining them before training. Neither party shall reproduce copyrighted standards without authorization.

The contractor shall provide each participant with an appropriate certif icate or written outcome record identifying the course completed and whether required assessments were passed, subject to the stated certif ication rules. Within f ive business days af ter each of fering, the contractor shall provide the Government representative with an attendance summary and completion status for each participant, subject to applicable privacy requirements.

3.3 Training Venue

The Government shall provide a suitable classroom at a mutually agreed NSWC Crane or nearby

Government-designated training location, including projector, projection screen, f lip chart, and standard classroom furnishings. The Government shall provide appropriate internet access and shall coordinate participant access to a laptop or tablet for electronic examinations, as specif ied in the vendor quotation. The contractor shall notify the Government of room conf iguration, audio/visual, connectivity, examination, and accessibility needs at scheduling.

3.4 Scheduling and Coordination

The contractor shall coordinate training dates with the Government representative and provide an agenda and logistics requirements in advance. The supplied vendor quotation requests 30 days’ advance notice of preferred dates; the f inal scheduling lead time shall be established in the award. Contractor travel requirements and reimbursement, if any, shall be governed by the contract and separately identif ied in the pricing schedule.

4.0 Government Furnished Material

The Government will provide the student roster, classroom, available audio/visual equipment, internet connectivity, participant examination devices, and licensed copies of the ISO 9001 and

ISO 45001 standards as described above. The contractor shall verify attendance each training day using the Government roster and return the completed roster to the designated Government representative.

5.0 Technical Point of Contact

Kayla Fiveash. Kayla.L.Fiveash.civ@us.navy.mil (315) 790 -1924 mailto:Kayla.L.Fiveash.civ@us.navy.mil