Attachment_10_SOW_20160317.pdf

Engineering, Logistics and Sustainment, and

Integration Support Services

In Support Of:

F-35 Lightning II

Program Office

March 17, 2016

SUPPLIES OR SERVICES AND PRICE/COSTS

1.1 ABBREVIATIONS

The following abbreviations are used:

AL: Autonomic Logistics

ALIS: Autonomic Logistics Information Systems

ASI: Air System Integration

AV: Air Vehicle

CLIN: Contract Line Item Number

CMR: Capability Management and Roadmap

CONOPS: Concept of Operations

EVM: Earned Value Management

EW: Electronic Warfare

FMS: Foreign Military Sales

JRE: Joint Reprogramming Enterprise

M&S: Modeling and Simulation

MOU: Memoranda of Understanding

MS&A: Modeling Simulation and Analysis

NTE: Not to Exceed

ODC: Other Direct Cost

OES: Operational Effectiveness and Suitability

REF.: Reference

RFM: Resource Financial Management

SEIT: Systems Integration Engineering Team

SAIT: Site Activation and Integration

STOPS: Sustainment Operations

VS: Vehicle Systems

VTE: Verification Test Evaluation

1.2 TRAVEL AND OTHER DIRECT COSTS (NTE)

Travel and ODC costs are anticipated during the performance of this requirement. Since these costs cannot be accurately forecast at this time, they are authorized to be reimbursed for expenditure and may be partially funded as indicated on the award document. Travel may be reimbursed in accordance of the applicable travel regulations and the ODCs at cost. The contractor shall be reimbursed for actual allowable costs that apply over the life of the contract , NTE the amounts shown in section B. While the ceiling cost represents the Government's best estimate, the amount obligated for these line items may be increased unilaterally by the

Government if such action is deemed advantageous.

SUPPLIES OR SERVICES AND PRICE/COSTS

Travel Authorization shall be prepared in accordance with (IAW) the sample in Section J, Attachment 3, JSF Travel Authorization Request Template.

2.1 PURPOSE

The -F-35 Lightning II Program Office (JSFPO) requires support for its existing engineering, program, logistics and sustainment (L&S), and acquisition management to better support their critical mission of developing the newest generation of fighter aircraft. The engineering, program, L&S, and acquisition management support services provide overall support to the JSFPO and direct support to the Tier II Functional

(Systems Engineering, Logistics) and Product Directorates (Air Vehicle, Mission System, Propulsion, Autonomic Logistics, , Logistics & Support Products). The work to be performed under the awarded contract will support the JSFPO efforts to ensure that the aircraft manufacturer and Prime Contractor of the F-35, Lockheed Martin (LM), meets the Government’s requirements and timeline to successfully deploy the F-35 Air System.

The engineering, program and acquisition management support services ensure that the

Government successfully manages the Systems Development and Demonstration (SDD) stage of production, to include Test and Evaluation (T&E), through the Low Rate Initial

Production (LRIP) stage, Full Rate Production (FRP), and the Follow-On Modernization

(FoM) of the F-35 acquisition process, as well as developing the Follow On

Modernization solutions. The support includes specialized and unique skill sets, multiple high-level security clearances, intimate design knowledge of the F-35, Proprietary

Information Agreements (PIAs) with other JSF Prime and Subcontractors and agreements through United States (US) Department of State (DoS) for work with other countries and company partners as well. The work performed in support of the development of the F-

35 is critical to the mission of the JSFPO and an interruption in these services would significantly decrease the future success of the Program.

2.2 BACKGROUND

The F-35 Lightning II Program (also known as the Joint Strike Fighter Program) is a joint, multi-national program, and is the Department of Defense's (DoD) focal point for defining affordable next generation strike aircraft weapon systems among the United

States Air Force (USAF), U.S. Navy (USN), U.S. Marine Corps (USMC) and U.S. allies composed of eight cooperative international partners: the United Kingdom (UK), Italy, the Netherlands, Turkey, Canada, Australia, Denmark, and Norway. The program objective is to develop and deploy the F-35 Air System (AS), a three (3) variant family of highly common and affordable 5 th

Generation strike fighter aircraft that meets the operational needs of the USAF, USN, USMC, and cooperative partner international services. The F-35 Lightning II Program carries the status of a major command

(MAJCOM) and is a Secretary of Defense (SecDef) directed program. It is a Department of Defense (DoD) Acquisition Category (ACAT) 1D program, thus the Defense

Acquisition Executive (DAE) is the Milestone Decision Authority (MDA). Additional production of the F-35 will be made through Foreign Military Sales (FMS).

The F-35 Program is managed by a JSFPO and is chartered to be a model of acquisition reform, with an emphasis on streamlining and cooperation. As currently planned, the JSF

Program is DoD's most expensive aircraft program to date, costing an estimated $390 billion to procure about 2,600 aircraft and related support equipment. The scope of the program includes supporting total lifecycle management through development, test and evaluation (T&E), production, operations and sustainment. This includes enabling technologies, subsystems and components, spares, repair parts, peculiar and common support equipment, weapon system and maintenance trainers, flight simulators and all supporting technical documentation. During the life of this contract, the F-35 Program will move from the system design and development phase to production and sustainment necessitating additional lifecycle management support. As of 2016, the program was in its fifteenth year, based on sequential development of each Service variant and phased

(block) implementation of software intensive mission systems capabilities. Program focus will continue to emphasize facilitating the Services’ and partner countries' in the development of fully validated, affordable, operational requirements, and lowering risk by investing in and demonstrating key leverage technologies and operational concepts during the remainder of SDD and through LRIP iterations, and onto FRP.

The JSF Prime Contractors currently designing and building the F-35 include:

a. The Air Vehicle (AV) and logistic systems are being developed by the team led by

Lockheed Martin (LM) Aeronautics Company of Fort Worth, Texas (TX) and includes Northrop Grumman and BAE Systems.

b. The propulsion system (PS) is developed and produced by Pratt & Whitney (P&W) of

East Hartford, Connecticut (CT) and Rolls Royce of Evandale, Ohio (OH).

Each Prime Contractor team has established a world-wide industrial base for all aspects of the F-35 Air System (AS).

2.2.1 AGENCY MISSION AND ORGANIZATION

The F-35 program mission is to focus on the technologies for and the development, production and fielding of the next generation strike warfare fighter to meet the needs of the USAF, USN, USMC and partner countries at reduced cost and risk. The JSFPO includes all (U.S. and foreign) military, government civilian, and support contractors assigned to the Program Office (PO) and its major operating locations. The Department of the Air Force and the Department of the Navy (DoN) support the F-35 program with their own civilian and military personnel. Program personnel are assigned from each branch, some may work in the F-35 Program Office in Arlington, Virginia (VA), but most are employed at their home bases across the U.S. The F-35 Program Office field sites most heavily involved with the F-35 program are:

F-35 JPO Crystal City in Arlington, Virginia (VA)

Naval Air Warfare Center/Aircraft Division (NAWC/AD), Patuxent (PAX) River, Maryland (MD)

Edwards Air Force Base (AFB), California (CA)

Wright-Patterson AFB (WPAFB), Ohio (OH) http://www.jsf.mil/program/prog_field_nawcad.htm http://www.jsf.mil/program/prog_field_nawcad.htm

Eglin AFB, Florida (FL)

Naval Air Warfare Center /Weapons Division (NAWC/WD), China Lake, CA

NAWC/WD, Point Mugu, CA

Naval Air Warfare Center /Training Systems Division (NAWC/TSD), Orlando, FL

Lockheed Martin Aeronautics, Fort Worth, Texas (TX)

Lockheed Martin Global Training & Logistics, Orlando, FL

Pilot Training Center (PTC) 1, Luke AFB, Arizona (AZ)

Flight-testing is also conducted at Fort Worth, TX, Edwards AFB, FL and NAS at PAX

River, MD.

The mission and organization of the F-35 Program Office are unique. Typically, a large

PO within DoD would be embedded in a product center located on a base of their respective service. Title 10 (train, organize, equip) services would be provided by both the base and the product center. However, the way that the JSFPO is structured and supported, the Program does not have its own positions or the benefit of co-located Title

10 support. Therefore, the F-35 Program must rely on geographically remote support from both Air Combat Command (ACC) and NAVAIR. The JSFPO must act as the systems integrator for its Title 10 support, orchestrate that support from the USAF and

USN, and fill any gaps with its own Contractor Support Services (CSS). The F-35 mission is extremely complex due to the 3 variants being manufactured simultaneously;

the concurrence of activities (air system design/development, software development, LRIP, stand-up of pilot training, implementation of the aviation logistic support, etc.);

and the multitude of international partners and FMS customers). The F-35 program is subject to unpredictable variations in the level of effort (LOE) required to maintain and implement these complex and often competing efforts. Therefore, the JSFPO requires specialized engineering and technical subject matter expertise to fulfill its required mission.

2.3 SCOPE

The scope of this contract is to provide the JSFPO with engineering, L&S, and integration support services to provide highly specialized operational and technical assistance and subject matter expertise for the SDD, going throughout LRIP until FRP, and develop Follow-on Modernization (FoM) solutions for the F-35 program. This type of support assists the JSFPO in the management of the development, production and sustainment of the F-35 Air System.

The contractor shall perform all work on-site at the JSFPO site in Arlington, VA (Crystal

City), JSFPO field sites, other Government on-site locations, LM’s site location in Ft.

Worth, TX, and off-site at the contractor’s location within the Washington District of

Columbia (DC) metro area/National Capital Region (NCR). The contractor shall travel routinely to Continental United States (CONUS) and Outside Continental United States http://www.jsf.mil/program/prog_field_eglin.htm http://www.jsf.mil/program/prog_field_nawcwd.htm

(OCONUS) locations on a monthly basis in support of F-35 events, conferences, and meetings.

The requirements under this TO shall not be used for the performance of inherently governmental functions. The contractor is not authorized, per FAR 7.5, to perform any functions considered inherently governmental.

2.4 TASKS

2.4.1 TASK 1 – PROVIDE PROJECT MANAGEMENT

The contractor shall provide project management support under this contract. This includes the management and oversight of all activities performed by contractor personnel, including subcontractors, to satisfy the requirements identified in this

Statement of Work (SOW). The contractor shall identify a Project Manager (PM) by name, who shall serve as the primary interface and point of contact (POC) with the

Government on the TO, as well as a Deputy PM. The PM shall provide management, direction, administration, quality assurance (QA), and leadership of the execution of this

TO.

The contractor shall use industry best-standards and proven methodologies that assure all contract activities are identified, documented, and tracked so that the contract will continuously be evaluated and monitored for timely and quality service. The contractor shall notify the Contracting Officer (CO) and COR of any technical, financial, personnel, or general managerial problems encountered throughout the life of the contract.

2.4.1.1 SUBTASK 1 – COORDINATE A PROJECT KICKOFF MEETING

The contractor shall schedule and coordinate a Project Kick-Off Meeting five work days after the date of award (DOA). The meeting will provide an introduction between the contractor personnel and Government personnel who will be involved with the contract.

The meeting will provide the opportunity to discuss technical, management, and security issues and reporting procedures. At a minimum, the attendees shall include key contractor personnel and the COR. The contractor shall provide a Kick-Off Agenda and

Kick-Off Meeting Presentation that will provide the following type of information:

a. Introduction of team members and personnel

b. Overview of project tasks

c. Overview of organization (complexity)

d. TO Management

e. Schedule (shows major tasks, milestones, and deliverables; planned and actual start and completion dates for each)

f. Roles and Responsibilities

g. Communication Plan/Lines of communication overview (between both contractor and

Government)

h. Travel notification and processes

i. Government-furnished information (GFI)

j. Security requirements/issues/facility access procedures

k. Invoice procedures

l. Reporting Requirements, e.g. Monthly Status Report (MSR)

m. Overview of incoming Transition Plan to include process, timeframes, and status

n. POCs (Contractor and Government)

o. Initial deliverables

p. Quality Control Plan (QCP)

q. Sensitivity and protection of information

r. Other logistic issues

s. Additional issues of concern (Leave/back-up support).

The Government will provide the contractor with the number of participants for the kick-off meeting and the contractor shall provide sufficient copies of the presentation for all present.

CDRL A001 Kick-Off Meeting Documentation

2.4.1.2 SUBTASK 2 – PREPARE MANAGEMENT REPORTS

2.4.1.2.1 PROVIDE MONTHLY STATUS REPORT AND BRIEFING

The contractor shall develop and provide a Monthly Status Report (MSR) using MS

Office Suite applications, via electronic mail (email) to the COR and Technical Points of

Contact The MSR shall briefly summarize, by task area, the management and technical progress to date under the TO, as well as provide the current information indicated below.

The contractor shall provide at a minimum the following information:

a. Activities during reporting period, by task and subtask to include: On-going activities, new activities, activities completed, deliverables submitted for that period; and progress to date on all above mentioned activities. Start each section with a brief description of the task.

b. Schedule (from the Project Management Plan (PMP) shows major tasks, milestones, and deliverables; planned and actual start and completion dates for each).

c. Problems and corrective actions taken. Include issues or concerns that may affect project milestones, personnel, and cost resources and proposed resolutions to address them to include risk mitigation plans.

d. Contractor personnel gains, losses, and staffing status (security clearance, upcoming leave etc.).

e. Government actions required (deliverables awaiting Government approval, etc.).

f. Summary of trips taken, conferences attended, etc.

g. Projected cost of each CLIN broken-down by task for the current month for tracking purposes.

h. Financial status including:

o Chart reflecting funding and burn rate for the month and cumulative o Cumulative invoiced costs for each CLIN and labor tasks totals to-date.

i. Recommendations for change, modifications, or improvements in task or process.

The MSR shall be prepared in accordance with the sample provided in Section J, Attachment 1.

The contractor shall also provide a Monthly Status Briefing that provides the status of activities during the reporting period, by task area; to include on-going activities, new activities, activities completed; progress to date on all above mentioned activities.

CDRL A002 Monthly Status Report

2.4.1.2.2 PROBLEM NOTIFICATION REPORTS (PNRs)

The contractor shall provide a Problem Notification Report (PNR) that notifies the CO and COR of any issues such as potential cost/schedule overruns/impacts, one day after the problem is identified. The PNR shall be prepared In Accordance With (IAW) the sample in Section J, attachment 2.

CDRL A003 Problem Notification Report

2.4.1.2.3 PREPARE TRIP REPORTS

The Government will identify the need for a Trip Report (if required) when a request for travel is submitted. The contractor shall submit Trip Reports five working days after completion of a trip for all long distance travel.

The Trip Report will include the following information:

Personnel traveled

Dates of travel

Destination(s)

Purpose of trip

Cost of the trip

Approval authority

Summary of events, action items and deliverables

The contractor shall keep a historical summary/spreadsheet of all long-distance travel, to include, at a minimum, the name of the employee, government approval authority, and location of travel, duration of trip, total cost and purpose.

CDRL A004 Trip Report

2.4.1.3 SUBTASK 3 -- TRANSITION OUT

The contractor shall facilitate the accomplishment of a seamless transition from themselves to an incoming contractor/Government personnel at the expiration of the TO.

The contractor shall provide a Transition-Out Plan that describes the following:

a. How the contractor will coordinate with the incoming and or Government personnel to transfer knowledge.

b. Project management processes.

c. Points of contact (POC).

d. Location of technical and project management documentation.

e. Status of ongoing technical initiatives.

f. Appropriate contractor to contractor coordination to ensure a seamless transition.

g. Transition of key personnel.

h. Identify schedules and milestones.

i. Identify actions required of the Government.

j. Establish and maintain effective communication with the incoming contractor/Government personnel for the period of the transition via weekly status meetings.

CDRL A005 Transition-Out Plan

2.4.1.4 SUBTASK 4 -- PROJECT MANAGEMENT PLAN (PMP)

Based on the contractor’s quote in response to the solicitation, the contractor shall prepare and deliver a Draft and Final PMP that is organized by task area. The PMP shall contain at a minimum the following:

a. Program approach.

b. A matrix of all deliverables with a schedule for deliverables that allows sufficient time for Government review.

c. Task dependencies and interrelationships.

d. Contractor organizational structure.

e. Process management and controls.

f. Financial management.

g. Method for meeting contractor-proposed Service Level Agreements (SLAs).

h. Subcontractor Management (as appropriate).

i. Security Plan.

j. Any unique hardware and software utilized by the contractor.

CDRL A006 Project Management Plan

2.4.1.4.1 UPDATE THE PROGRAM MANAGEMENT PLAN (PMP)

The PMP is an evolving document that shall be updated with significant changes as required and at a minimum bi-annually. The contractor shall work from the latest

Government approved version of the PMP.

CDRL A006 Project Management Plan

2.4.1.5 SUBTASK 5 -- CONVENE IN PROGRESS REVIEW (IPR)

The contractor shall conduct a formal In Progress Review (IPR) to be held quarterly at the place of performance . IPRs shall include the COR, F-35 PO CRs, other key

Government stakeholders, and additional Government and contractor representatives deemed necessary by the COR and/or the JSF PO CR. The IPR will provide a forum for

Government review of progress, planning, and issues related to the TO. The contractor shall utilize the PMP in their discussion of TO performance. The contractor shall document and email IPR minutes to IPR participant within five business days. IPRs shall include: Schedule by task; previous months activities by task; planned activities for next month by task; issues/actions required by the Government .

CDRL A007 In Process Review Documentation

2.4.1.6 Subtask 6 - Contractor Manpower Reporting Application

The contractor shall provide a report using the Enterprise-Wide Contractor Manpower

Reporting Application (ECMRA). The contractor shall report ALL contractor labor hours (including subcontractor labor hours) required for performance of services provided under this task order for the F-35 JPO via a secure data collection site. The contractor is required to completely fill in all required data fields using the following web address: https://doncmra.nmci.navy.mil.

Reporting inputs will be for the labor executed during the period of performance during each Government fiscal year (FY), which runs October 1 through September 30. While inputs may be reported any time during the FY, all data shall be reported no later than

October 31 of each calendar year. Contractors may direct questions to the help desk, linked at https://doncmra.nmci.navy.mil.

CDRL A008 Monthly Expenditure Report https://doncmra.nmci.navy.mil/ https://doncmra.nmci.navy.mil/

2.4.1.7 Subtask 7 GFE Reporting

Any loss or damage to GFP/GFE/GFM/Contractor Acquired Property (CAP) shall be reported to the Procuring Contracting Officer (PCO) or designee within three (3) days of the discovery. A statement explaining the circumstances of the loss/damage shall be submitted. The Contractor shall provide a quarterly status report of GFP/GFE/GFM/CAP in accordance with CDRL A019 for DI-MGMT-80269 Status of Government Furnished

Equipment (GFE) Report.

CDRL A009 Status of Government Furnished Equipment (GFE) Report

2.4.2 TASK 2 – PROVIDE BUSINESS PROCESS AND INTEGRATION

SUPPORT

The contractor shall assist the JSFPO by providing engineering, acquisition, L&S, and life cycle management expertise and support for the development, implementation, and management of an integrated framework for business strategies and policies, continuous improvement activities, and maintenance of business processes, procedures and analysis tools. The contractor shall assist the JSFPO by providing support in the following engineering and L&S areas:

a. Acquisition management

b. Business information management

The contractor shall provide business integration support services on-site at the JSFPO, as well as at the contractor’s site. Support provided from the contractor’s location shall require daily travel to the JSFPO. The contractor shall be required to routinely travel to

CONUS locations and to OCONUS locations on an occasional basis.

CDRL A010 Technical Report-Study / Services

2.4.2.1 SUBTASK 2.4 – PROVIDE ENGINEERING ACQUISITION

MANAGEMENT SUPPORT

Implementation of legislative and regulatory reform, as well as streamlining key elements of the weapon systems development process, is integral to the F-35 Program's approach to fielding weapon systems faster, more effectively, and more affordably. The contractor shall perform professional engineering technical support services necessary to review and analyze engineering-related matters that affect compliance with Federal Acquisition

Regulation (FAR), Defense Federal Acquisition Regulation (DFAR), and DoD 5000

(Defense Acquisition Systems) series requirements. These Government requirements for aviation weapons systems are inherently engineering-related and require an understanding of engineering design and development processes to adequately support this subtask. The F-35 will be the most technologically advanced and capable weapon system ever designed, produced, and operated. Given the number of international participants in the F-35 program and the hundreds of different component designers and manufactures involved, the coordination and development of the best acquisition strategy will require critical engineering talent. The contractor shall provide support for the development, production, and sustainment phases of the F-35 acquisition cycle.

The contractor shall provide support to the Office of Under Secretary of Defense for

Acquisition, Technology and Logistics (OUSD AT&L), specifically the Deputy Director for Air Warfare under the Deputy Under Secretary for Acquisition and Technology

(DUSD A&T), Portfolio Systems Acquisition (PSA). As well, the contractor shall provide acquisition business approach support services to the various directorates and

IPTs within JSFPO. The contractor shall support the JSFPO by providing the following acquisition assistance:

a. Assist the JSFPO by facilitating communication of Service/International Partner

(stakeholder) requests for programmatic and technical information, acquisition management, budget development, and issue review and analysis.

b. Provide support for stakeholders performing review and verification of F-35

Program documentation and statutory and regulatory reporting. As an ACAT 1 D program, the program develops, maintains and staffs multiple F-35 documents to support statutory and regulatory reporting in support of acquisition milestones. As such, these documents are staffed/coordinated/reviewed/verified by multiple internal and external stakeholders and require PO acquisition support during that process. Support includes, but is not limited to, providing summary briefings, providing additional supporting data, meeting coordination, documentation updates/revisions and staffing.

c. Provide support for drafting and maintaining stakeholder plans for fielding the F-

35. As part of the acquisition management team’s responsibility, the team is required to support the development and execution stakeholder “aircraft bed-down plans”. The acquisition team supports the production team to ensure alignment of

Service requirements (how many, where and when) with aircraft production planning and delivery.

d. Provide integrated, cross-functional support of stakeholder related processes and policy implementation related to fielding the F-35 Air System. This support shall consist of management, analysis, and execution of SDD requirements and other applicable F-35 Contracts by identifying resource requirements, issues, and strategies; developing out-year planning to include coordination of resources and field site projections; and reconciliation of prior and current resources.

e. Assist the JSFPO Government Representatives by performing and evaluating resource analysis; evaluating data management; and providing expertise on standard DoD resource support methods and references.

f. Draft and coordinate acquisition program briefs.

g. Analyze requirements and resources such as compliance with FAR, DFAR and

DoD 5000 series.

h. Review, maintain, coordinate, and recommend stakeholder acquisition policy, procedures, and implementation within the JSFPO.

i. Assist the JSFPO in the development of the Program lifecycle acquisition strategies; draft, coordinate, and maintain program acquisition strategies; prepare, coordinate, present and maintain acquisition documentation in support of F-35

Program acquisition milestones; research and prepare responses to Requests for

Information (RFIs) from external stakeholders (e.g. DoD, Services, Congress, General Accounting Office (GAO)); and implement and maintain various program and contract performance evaluation processes such as Probability of Program

Success (PoPS) and past performance requests from other DoD organizations in support of source selections.

j. Provide an Integrated Program Schedule (semi-annual)

k. Attend and document technical and programmatic briefings.

l. Assist the JSFPO Government Representatives by providing acquisition expertise and recommendations for all lifecycle management activities requiring integrated cross-functional teams to develop strategies, resolve acquisition issues and implement new acquisition efforts.

m. Assist the Government in the development, maintenance, and improvement of JSF program processes such as recommendations for award fee design and metrics, Integrated Performance Assessment Report (IPAR), Contractor Performance

Assessment Report (CPAR), other statutory and regulatory evaluation processes, requirements management, risk management, and configuration management. The

Contractor shall draft, assist in the management of, and deliver once approved by the Government Representative all management and contractual products for these processes, including briefs and correspondence; provide training to all process participants; and assist in the management of the JSF Evaluation Tool (JET) throughout its lifecycle. Training includes the development (typically PowerPoint modules) of training and leading an existing training module. Currently, the program has existing training modules to support award fee, IPAR, and CPAR processes which are given to new employees who will participate in these areas. In addition, if these processes change the contractor shall update or develop new modules.

n. Act as secretariat for Overarching IPT (OIPT) reviews and assist the secretariat for

Defense Acquisition Board (DAB) reviews of JSF and other assigned tactical aircraft Major Defense Acquisition Programs (MDAP). Specifically, coordinate the scheduling, briefings, and action items for OIPT reviews. The contractor shall prepare OIPT report memorandums from the OIPT lead to the USD AT&L, including coordination with OSD, Service, and F-35 PO representatives while assisting the DAB secretariat in scheduling and preparing for DAB reviews. The contractor shall prepare the DAB briefs for the OIPT lead, pre-briefs for the USD

AT&L, and other DAB Principals, and draft, coordinate, and package the accompanying Acquisition Decision Memorandum (ADM) for USD AT&L signature.

o. Review and evaluate monthly, quarterly, and annual engineering status reports on

F-35 and other assigned major acquisition programs, including Selected

Acquisition Reports (SAR) and Defense Acquisition Executive Summaries (DAES) and provide recommendations to the Deputy Director for Air Warfare. The contractor shall coordinate annual reviews and necessary revisions of Acquisition

Strategy Report (ASR), Acquisition Program Baseline (APB) report, and other documentation as required by the DoD Instruction 5000.2 (Operation of the

Defense Acquisition System).

p. Prepare, respond to, review, and coordinate engineering technical correspondence and requests for information on the F-35 program and other assigned tactical aircraft programs and activities directed to the Secretary of Defense, USD (AT&L), DUSD (A&T), other agencies, the Office of the President, Legislative Branch offices, foreign governments or agencies, international organizations, or private organizations or individuals, and provides recommendations to the Deputy Director for Air Warfare.

q. Review the annual Defense Authorization and Appropriations acts and any relevant special legislation for provisions which specifically and directly affect F-35 and other acquisition programs assigned to the Air Warfare Director and consequently prepare and coordinate for release assigned Congressional reporting requirements relating to F-35 and other assigned tactical aircraft programs. The contractor shall prepare and coordinate for release Congressional Questions for the Record (QFR) and Inserts For the Record (IFR) relating to F-35 testimony by the Secretary of

Defense (SECDEF), Deputy Secretary of Defense, USD AT&L, and other OSD

Principals who provide witness for Congressional Committees on F-35 and other tactical aircraft program’s budget submissions.

r. Support the Life Cycle Management team in performing engineering support services necessary to integrate, provide and support the management of acquisition, engineering, financial and strategic communication objectives of the F-35 Program.

Specifically:

(1.) Assist in developing an integrated framework for F-35 Program technical business strategies and processes for review and approval by the F-35 PO.

(2.) Draft, implement, and maintain policies and procedures. The contractor shall review and maintain cognizance of all stakeholder acquisition policy and procedure shall coordinate and recommend implementation within the

JSFPO.

(3.) Assist in developing Business Integration (BI) organization and growth strategies.

(4.) Provide cross-team support for all BI Directorate functional groups (e.g.

EAC).

(5.) Provide budget development support within the PPBE framework.

(6.) Coordinate and maintain the program integrated schedule.

(7.) Provide cost risk management assistance through the Development Cost

Realization and Optimization Management (DCROM) process.

(8.) Support the implementation and maintenance of program and contract performance evaluation processes such as PoPS and past performance requests from other DoD organizations.

(9.) Provide liaison support with the JSFPO to facilitate communication of stakeholder requests for programmatic and technical information, acquisition management, budget development and issue review and analysis.

(10.) Provide stakeholder support in performing reviews and verification of F-35 program documentation and statutory and regulatory reporting; developing and maintaining stakeholder plans for fielding the F-35; and integrated, cross-functional support of stakeholder related processes and policy implementation related to fielding the F-35 Air System (AS).

s. On-site F-35 acquisition support to OUSD AT&L, DUSD A&T, PSA at the

Pentagon.

2.4.2.2 SUBTASK 2.5 – PROVIDE INFORMATION MANAGEMENT

The contractor shall provide the following Information Management Support:

a. Draft, facilitate, and provide for the efficient and authoritative communication of programmatic and technical information, leadership messages, and priorities across the F-35 enterprise throughout the Program lifecycle.

b. Serve as the primary advisor to the ELT on all issues regarding public releasability and strategic communications plans. Provide ELT liaison support with numerous government military and civilian organizations, Prime Contractor organizations, and F-35 International Partners for high-level program governance meetings

(Senior Warfighter Group (SWG), Joint Strike Fighter Executive Steering Board

(JESB), Joint Strike Fighter International Executive Officers’ Meeting (JIEOM), and Chief Executive Officer (CEO); as well as any miscellaneous meetings/conferences scheduled as required). The contractor shall work with

Directors Action Group (DAG) on approval for ELT Briefs.

c. Provide external program audit support by coordinating and supporting preparations for external agency reviews and audits of the F-35 Program.

d. Provide Congressional liaison support by coordinating technical responses to requests for programmatic information both technical and performance related.

e. Respond to external stakeholder information requirements to include drafting, coordinating, and staffing responses to stakeholder and Congressional information requirements relating to inquired F-35 matters.

f. Establish, maintain, and communicate logistic, protocol and liaison policy, procedure and information for the preparation and performance of periodic program governance forums held within the U.S. and internationally, as well as prepare, coordinate and facilitate the development of presentation materials for these forums.

g. Prepare, coordinate, and facilitate the development of programmatic communication media to include but not limited to briefings, point papers, memos and letters in support of internal F-35 Program stakeholder communication to include responses to programmatic issues covering development, production, and sustainment lifecycles.

h. Formulate draft responses, briefings, point papers, memos and letters in support of daily and quick turnaround task requests from internal and external agencies.

i. Coordinate with and provide a central F-35 Program interface for handling external communications and media inquiries. Coordinate within the JSFPO determination of public releasability for all documents requested for external media or other public forums.

j. Draft, implement, and maintain knowledge and data management architectures, policies and procedures to foster efficient use of information technology (IT) resources across the F-35 enterprise for maintaining programmatic information.

k. Prepare periodic reports to fulfill regulatory requirements levied by the DoD and the U.S. Services.

l. Interact and provide subject matter expertise on DoD Acquisition business processes and the Defense Acquisition Guidebook (DAG) with multiple IPTs and high-level officials to include researching special projects for the Chief, Directors

Action Group (DAG); and attending and participating in daily DAG staff meetings and weekly JSFPO staff meetings.

m. Document Standard Operating Procedures (SOPs) and processes for the DAG.

n. Generate and update various program level briefings to be presented to high ranking officials in the Government and industries as required.

o. Provide integration and coordination of issues (programmatic and business) and activities within/across the BI IPTs including: Drafting and implementing information management policies and procedures; assisting in the development of the BI organizational growth strategy; cross-team support such as (EAC) and stakeholder reporting; and participate in and facilitate recurring BI staff meetings and other business meetings.

p. Liaise and travel to JSFPO manufacturing and field sites.

q. Support all issues regarding public affairs, media relations, and strategic communications plans. The contractor shall provide the following type of JSFPO public affairs subject matter expertise and support services:

(1.) Coordinate, attend and facilitate advance preparation of senior management and technical program personnel participating in interviews.

(2.) Interact with IPT and contractor leads on program issues.

(3.) Serve on special committees and/or undertake special assignments.

(4.) Liaise with Secret Service on high ranking government visits; both local and foreign to F-35 events and functions.

(5.) Develop and implement strategic and tactical communications plans.

(6.) Review and assess all public releasable documents.

(7.) Establish and develop effective working relationships with local, national, and international media representatives.

(8.) Participate in reoccurring meetings for business development, BI, JSFPO, and Public Affairs Working Group (WG).

w. Coordinate updates and revisions to the JSFPO Monthly Acquisition Report

(MAR), Monthly Defense Acquisition Executive Summary (DAES) Report, and

Secretary of the Navy (SECNAV) Monthly Report (SMR).

x. Release and provide snapshots of Program Executive Officer (PEO) approved:

MARs to the Secretary of the Air Force/Acquisition (SAF/AQ); SMR Monthly

Reports, Monthly Defense Acquisition Executive Summary, and SECNAV

Monthly Report to the Assistant Secretary of the Navy (Research, Development &

Acquisition) (ASN RDA); and DAES Monthly Report to the SECAF.

y. Coordinate updates and revisions to the SMART system and provide SMART users access to the JSFPO MAR on an as needed basis.

2.4.3 TASK 3 – PROVIDE AUTONOMIC LOGISTICS (AL) AND

SUSTAINMENT ENGINEERING SUPPORT SERVICES

The JSFPO provides the DoD with F-35 life cycle management and sustainment support.

Contemporary business practices such as AL, performance-based logistics, Manufacturing Resource Planning (MRP II), Supply Chain Management (SCM), Theory of Constraints (TOC) and Enterprise Resource Planning (ERP) are envisioned to achieve dramatic savings and sustained availability for the critical F-35 weapon system program.

AL is a seamless, embedded solution that integrates current performance, operational parameters, current configuration, scheduled upgrades and maintenance, component history, predictive diagnostics (prognostics) and health management, and service support for the F-35. Essentially, AL does invaluable and efficient behind-the-scenes monitoring, maintenance and prognostics to support the aircraft and ensure its continued good health.

The AL end state is based on five (5) key concepts:

1. Smart and Reliable Aircraft – An aircraft with reliability, maintainability, and prognostic and health management (PHM) inherent in the design, enabling the entire

AL concept.

2. Technology Enabled and Supported Maintainer – Trained maintenance personnel, with information, instructions, tools, parts and materials.

3. Integrated Training Environment – Integrated training environment mission-qualified pilots and maintainers, regardless of location.

4. Intelligent Information Infrastructure – Intelligent information infrastructure that captures, analyzes and identifies system characteristics and interfaces with legacy support systems to provide F-35 information for every user worldwide

5. Performance-Based Best Value Sustainment – A business approach that equally weighs risk, schedule, cost and technical aspects to provide a cost effective, affordable support system that reduces total cost ownership over the life cycle. .

The contractor shall provide support for planning, preparation, coordination, and execution of model development, analysis and trade studies during the F-35 SDD and

LRIP phases. The analysis efforts shall focus on the F-35 Air System (AS) Contractor

(ASC) and Propulsion System (PS) Contractors’ (PSC) compliance with the AS, Air

Vehicle, Mission System, Propulsion System, ALIS, Logistics & Support Products, and

Global Sustainment Solution development requirements stated in the F-35 Contract AS and PS specifications. The contractor shall provide the following types of AL support in the subtasks:

a. Training and Manpower (T&M) Support

b. Systems Engineering Integration Team (SEIT) Support

c. Support Systems Support

d. Information Systems (ALIS) Support

e. Sustainment Engineering Support Services

f. Sustainment Operations (STOPS) Support

g. Sustainment Implementation Support

h. Lifecycle Management Support

Unless otherwise defined below, all work will be performed at JSFPO, contractor site or a

F-35 field location. This effort is expected to increase over the life of the contract as the

F-35 development continues design and development but also moves into the production, deployment, and sustainment portions.

2.4.3.1 SUBTASK 3.1 PROVIDE AUTONOMIC LOGISTICS TRAINING

AND MANPOWER SUPPORT

2.4.3.1.1 PROVIDE AUTONOMIC LOGISTICS TRAINING SUPPORT

Training systems analysis supports the software engineering technical support services necessary to review and analyze the development, test and deployment of training devices for the Aircraft Carrier (CV), Conventional Takeoff and Landing (CTOL), and

Short Takeoff/Vertical Landing (STOVL) variants for the F-35 Training Systems

Directorate in support of Ready for Training (RFT), for the Mission Rehearsal Trainer

(MRT), Full Mission Simulator (FMS), Distributed Mission Rehearsal Trainer (DMRT), and Air System Maintenance Trainer (ASMT). The contractor shall provide the following training support:

a. The contractor shall provide the following training support to the T&M IPT on-site at the Government’s location at NAVAIR in Orlando, FL:

(1.) Software engineering technical support to review and analyze the development, test and deploy the training devices for the F-35 in support of

RFT, for the MRT, FMS, DMRT, and ASMT.

(2.) Review and analyze the status of training device software, operational flight program software provided by the Mission System IPT, software models provided by various vendors, and computer hardware status for various computer vendors associated with the training devices.

(3.) Participate in all aspects of training device testing.

(4.) Review the Prime Contractor software metrics associated with the training devices, perform cost and schedule risk analysis, and be cognizant of current

Distributed Mission Operations (DMO) standards.

c. Provide software engineering support for the TDs on the F-35 Program.

d. Review and provide comments on the status of Training Device (TD) software, Operational Flight Program (OFP) software provided by MS, software models provided by various vendors, and computer hardware status for various computer vendors associated with the TDs. Analysis is performed generally in terms of cost, schedule, and performance.

e. Review Prime Contractor software metrics associated with the TDs and perform cost and schedule risk analysis.

f. Provide the current DMO status to the TD IPT.

g. Participate in all aspects of TDs testing, including, Hardware Software Integration

(HSI), Performance Testing, and Mission Systems Testing. This may include usability testing and human/machine interface during assessments conducted for the JSFPO.

h. Provide notes, trip reports, and issue papers on training device software areas observed during teleconferences, meetings, and reviews with contractors).

i. Monitor mission system/vehicle system model development, operational flight programs (OFPs) status, and software metrics associated with the TDs.

j. Monitor and coordinate development of TD Test Procedures.

k. Assist the JSFPO in managing the performance and risk of all training support developmental activities by ASC in terms of cost, schedule, and performance.

l. Ensure that training support program participants keep program personnel advised of the status and progress of work efforts.

m. Evaluate program documentation to ensure that the needs of the program are consistent with sound business practices and the degree of risk involved.

n. Synthesize critical management issues, documentation, and relevant information to support program reviews.

o. Assist the Manpower Personnel and Training (MP&T) IPT in managing the performance and risk of all developmental activities by the ASC in terms of cost, schedule, and performance. Ensure all program participants, both Government and

ASC organizations, keep program personnel advised of the status and progress of work efforts under the incumbent's cognizance.

p. Provide support in preparing comprehensive program plans for accomplishing training program goals and schedules. Support the reviewing and the preparation of documents, specifications, requirements, criteria, and standards, that define the needs, and parameters of the program.

q. Recommend resource needs and the allocation of resources (funding, manpower, facilities, etc.) for life-cycle management of the training system. Evaluate the impact of new resource levels such as budget cuts or increases, and update estimates of resource requirements to take into account new or revised objectives, technical capabilities, new acquisition strategies, etc. Identify training tasks, materials, facilities, and personnel necessary to support the T&E process.

r. Serve as the central contact point within the program office for all matters concerning the training system.

s. Provide Site Activation Team Training expertise to the JSFPO.

t. Provide recommendations and documentation to IPTs regarding current service

Training policies, procedures, and systems. Draft critical management issues, documentation, and relevant information needed to support program reviews.

u. Provide recommendations with respect to anticipated training problems related to manpower, workload, or workload priorities.

v. Recommend resource needs and the allocation of resources (funding, manpower, facilities, etc.) for life-cycle management of the Reprogramming Laboratories

(RLs). Evaluate the impact of new resource levels such as budget cuts or increases, and update estimates of resource requirements to take into account new or revised objectives, technical capabilities, new acquisition strategies, etc. Identify training tasks, materials, facilities, and personnel necessary to support the RLs in their various stages of development.

2.4.3.1.1.1 PROVIDE AUTONOMIC LOGISTICS TRAINING SUPPORT

The contractor shall provide training technical subject matter expertise as identified above in Section 2.4.3.1.1, and the following support and assistance to the T&M IPT on-site at the JSFPO:

(1.) Assist the JSFPO in managing the performance and risk of all developmental activities by the ASC in terms of cost, schedule, and performance.

(2.) Ensure that all program participants, both Government and ASC organizations, keep program personnel advised of the status and progress of work efforts.

(3.) Evaluate program documentation to ensure that the needs of the program are consistent with sound business practices and the degree of risk involved.

(4.) Review and analyze critical management issues, documentation, and relevant information to support program reviews and provide recommendations on issue resolution.

(5.) Prepare comprehensive program plans for accomplishing training program goals and schedules.

(6.) Review and the prepare documents, specifications, requirements, criteria, and standards, which define the needs, and parameters of the program.

2.4.3.1.2 PROVIDE AUTONOMIC LOGISTICS MANPOWER SUPPORT

The contractor shall assist the JSFPO in the analysis associated with development of the

JSF Manpower Estimate (ME) as required under TITLE 10, US Code, Chapter 144, Section 2434, and as part of the documentation accompanying the Defense Acquisition

Executive’s decision to enter the next and following phases of the F-35 major acquisition program, into LRIP by production lots. The contractor shall perform maintenance occupations analysis during SDD and the subsequent LRIP phases to support the F-35

Manpower and Personnel Sub-IPT in determining the optimum mix of trade skills required to support all of the F-35 variants. . The contractor shall assist JSFPO in conducting manpower analyses, assessments, and providing direction and planning to include the following:

a. Verify the accuracy of the USN, United States Marine Corp (USMC), and USAF, United Kingdom’s Royal Navy (UKRN), and United Kingdom’s Royal Air Force’s

(UKRAF) F-35 Introduction Schedules provided by the JSFPO.

b. Verify the accuracy of the F-35 International Partners planned F-35 Introduction

Schedules.

c. Develop textual sections and the manpower summary tables for the F-35 ME.

d. Determine the impact of ASC’s F-35 Air System design on the USN’s, USMC’s, and USAF’s F-35 MS II ME manpower requirements.

e. Develop the F-35 USN, USMC, and USAF Fleet Squadron(s) organizational structure(s) with billet quantities for the Primary Authorized Aircraft (PAA)…