SOO-TDM.pdf

DISCLAIMER

THIS STATEMENT OF OBJECTIVES IS DEVELOPED BASED ON THE PROVIDED

RFI AND IS INTENDED FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT

CONSTITUTE A PERFORMANCE WORK STATEMENT OR STATEMENT OF WORK

OR A COMMITMENT BY THE GOVERNMENT. THE SPECIFIC DETAILS AND

REQUIREMENTS WILL BE FURTHER DEFINED IN A FORMAL SOLICITATION.

STATEMENT OF OBJECTIVES (SOO)

Logistics Technical Data Department IDIQ for Technical Data and Support Services

N68520-26-RFPREQ-F000000-0014

September 14, 2026

Controlled by: DEPARTMENT OF THE NAVY Controlled by: COMFRC

General Procurement and Acquisition and Source Selection Distribution/Dissemination Control: FEDCON

POC: james.l.illes.civ@us.navy.mil mailto:%20james.l.illes.civ@us.navy.mil

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1.0 PURPOSE & BACKGROUND

1.1 The purpose of this acquisition is to obtain comprehensive lifecycle support for technical data products associated with naval aviation weapons systems for the Naval Air Systems Command (NAVAIR) Command Fleet Readiness Center (COMFRC) Headquarters (HQ) Logistics Technical Data Department. The Government seeks to ensure the availability, accuracy, security, and modernization of critical technical data necessary for the sustainment and operational readiness of naval aviation assets.

1.2 This Technical Data Management (TDM) Support Services procurement serves as a follow-on to the current contract and will address modern security and technological demands, including alignment with Executive Order 14409, "Promoting Advanced Artificial Intelligence Innovation and Security," and Cybersecurity Maturity Model Certification (CMMC) Level 2 requirements.

1.3 The Logistics Technical Data Department is responsible for delivering comprehensive lifecycle support for technical data products, including Technical Manuals (TMs), Technical Directives (TDs), Technical Data Packages (TDPs), Job Performance Aids (JPAs), 3D simulations, multimedia files, digital graphics, project management, weapon system configuration data, and other related logistical data products.

1.4 Work under this contract is expected to be performed at both Contractor work sites

(approximately 55 percent) and various Government facilities (approximately 45 percent) across multiple states, including Fleet Readiness Center East (FRCE), Fleet Readiness Center Southeast (FRCSE), Fleet Readiness Center Southwest (FRCSW), FRC Mid-Atlantic, Naval Air Technical Data and Engineering Service Center (NATEC), Naval Air Warfare Center Weapons Division (NAWCWD), Naval Air Warfare Center Aircraft Division (NAWCAD) in Patuxent River and Lakehurst, and Naval Air Warfare Center Training Systems Division (NAWCTSD).

2.0 PERIOD OF PERFORMANCE - The period of performance is anticipated to begin the second quarter of calendar year 2028.

3.0 DELIVERABLE OUTCOMES AND CONTENT REQUIREMENTS

The Government requires that all deliverables contain sufficient detail to permit the Government to independently replicate and modify the analysis in the future. At a minimum, the Contractor shall provide the complete analytical framework for each deliverable, which includes all underlying assumptions, source data, applied formulas, and the comprehensive explanatory narratives necessary for future Government implementation.

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4.0 PERFORMANCE OBJECTIVES TASKING

The Contractor shall achieve the following objectives:

4.1 OBJECTIVE 1: Provide Comprehensive Technical Data Product Development and Management

The Contractor shall develop, update, maintain, and manage accurate, compliant, and secure technical data products for naval aviation weapons systems throughout the lifecycle.

Tasks:

a. Perform original research, engineering analysis, and development of technical publication data, including generating logistics inputs for Engineering Change Proposals (ECPs), developing Logistic Support Analysis (LSA) data, creating installation drawings, compiling preliminary parts lists, and documenting validation or verification changes.

b. Produce, update, edit, prepare, and deliver technical publications in strict accordance with

Navy-approved standards (e.g., S1000D, MIL-STD-3001, MIL-DTL-81310, NAVAIR 00- 25-604, and NAVAIR 00-25-100).

c. Develop, update, prepare, and sanitize technical publications for Foreign Military Sales (FMS) programs utilizing NAVAIR sanitization and distribution processes, and maintain/manage those publications in accordance with NAVAIR 00-25-604.

d. Support Government Lead in Quality Assurance (QA) events, including planning meetings, start of work meetings, in-process reviews, adequacy reviews, validations, verifications, and contractual Deliverable Technical Acceptance Reviews. Assess quality plans, processes, and related documentation.

e. Administer, operate, and maintain the Government's in-house Common Source Data Base (CSDB) system and Content Management System (CMS) at designated sites, including storing, managing, and controlling access to technical publication source content (text, graphics, and multimedia files) and supporting files.

f. Monitor and report on the quality and distribution of fielded technical publications by performing data analysis of the Joint Deficiency Reporting System (JDRS), Technical Manual Application System (TMAPS), the integrated toolsets within Joint Technical Data Integration (JTDI), and any successor systems.

g. Update, modify, and maintain Navy digital technical data presentation systems, such as the

NAVAIR Standard Interactive Electronic Technical Manual Viewer (NSIV) and the NAVAIR Technical Publication Management Console (NATPMC), including IT obsolescence engineering, system integration, system testing, software upgrade management, and training.

h. Provide independent QA reviews and assessments of technical data developed by third-party preparation agents (e.g., Original Equipment Manufacturers (OEMs)), documenting

P a g e 4 | 12 findings, furnishing reports to the Government Technical Point of Contact (TPOC), and managing remediation activities in accordance with ISO 9000-series quality management standards (specifically ISO 9001), utilizing statistical quality controls.

i. Develop Job Performance Aids (JPAs) in approved multimedia formats (MPEG, JPEG, or similar) for inclusion in existing Interactive Electronic Technical Manuals (IETMs) or to augment traditional technical manuals, ensuring compliance with Functional Area Management (FAM) output standards.

4.2 OBJECTIVE 2: Ensure Accurate Logistics Configuration Management and Technical

Directive Support The Contractor shall provide comprehensive support for weapon system configuration management and technical directive processes, ensuring accuracy and timely implementation of engineering changes.

Tasks:

a. Develop, update, maintain, and support status accounting of weapon system configurations through data analysis of system data, Technical Directive Reporting System (TDRS) data, and associated systems.

b. Prepare and coordinate requests for Nomenclature and National Stock Number (NSN) assignments for configuration items.

c. Review, prepare, and coordinate engineering changes and associated documentation, including ECPs, Requests for Deviation (RFDs), Notices of Revision (NORs), Technical Directives (TDs), Specifications, and Specification Change Notices (SCNs).

d. Perform detailed analysis of equipment and technical documentation to determine and recommend Work Unit Code (WUC) assignments.

e. Update and maintain Optimized Organizational Maintenance Activity (OOMA) baselines and Type Equipment Codes (TECs) to ensure accuracy, currency, and configuration control.

f. Support weapon system configuration changes through the development, coordination, and issuance of Fleet Bulletins, Technical Directives (TDs), and Rapid Action Maintenance/Minor Engineering Changes (RAMECs).

g. Design, maintain, and deliver technical training curricula or workshops covering technical data standards, configuration management, and engineering change processes.

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4.3 OBJECTIVE 3: Operate and Maintain Secure Technical Libraries, Repositories, and Data Control Centers (DCCs)

The Contractor shall operate and maintain secure physical and digital technical data libraries, repositories, and DCC at Government facilities, ensuring stringent control and dissemination of all data, including classified information.

Tasks:

a. Operate and maintain physical and digital libraries, repositories, and DCCs located at Government facilities, providing secure data management, media management, and confidential administrative support in accordance with NAVAIR 00-25-100.

b. Operate and maintain a secret/classified document control process to provide complete accountability, tracking, and storage of classified data and media.

c. Manage receipt, review, logging, auditing, and reproduction of drawing files, technical manual libraries, and TDP repositories. This includes data receipt, entry, control, inventory audits, data reproduction, archiving, acquisition, retrieval support, and the management of Master Data Packages or Master Files in accordance with Government-approved configuration control processes.

d. Manage Technical Publication Deficiency Reports (TPDRs), Interim Rapid Action

Changes (IRACs), and Local Engineering Directives (LEDs).

e. Provide secure data dissemination, physical courier services, mail operations, and logistical relocation of physical library assets and satellite libraries.

4.4 OBJECTIVE 4: Provide Robust Logistics Information Technology (IT) Support

The Contractor shall provide comprehensive IT support for digital technical data systems, including web system development, database administration, server integration, and strict adherence to information assurance policies.

Tasks:

a. Conduct requirements analysis, programming, system design, and technical documentation for web-based digital technical data systems, utilizing approved, current web technologies and development tools.

b. Design, improve, and maintain complex database schemas using industry-standard relational databases, including Oracle, SQL Server, and Sybase.

c. Assess system interface requirements and design server-to-server interfaces using modern software technologies, such as web services and APIs.

d. Implement and maintain systems that strictly adhere to current Department of War (DoW) information security policies, Information Assurance management directives, and

P a g e 6 | 12 physical/information security guidelines in accordance with SECNAVINST 5510.36B, DoDI 5200.48, and SECNAVINST 5510.30C.

4.5 OBJECTIVE 5: Deliver Comprehensive Technical Data Package (TDP) Lifecycle

Support

The Contractor shall provide full lifecycle support for Technical Data Packages, from assessment and review to implementation and publishing, ensuring compliance with engineering standards and leveraging advanced technologies.

Tasks:

a. Assess TDPs to determine the maturity of engineering data and analyze the cost impact of data rights and intellectual property (IP) restrictions on weapon system lifecycle and procurement costs. Assist in the development of program IP Strategies, Technical Data Rights Strategies, and TDP Strategies.

b. Provide TDP review and assessment support during Systems Engineering Technical Reviews, including System Functional Reviews (SFRs) and Preliminary Design Reviews (PDRs).

c. Evaluate TDP compliance with ASME Y14.100, ASME Y14.41, and ASME Y14.42

Engineering Drawing Practices, Computer-Aided Drafting (CAD) modeling schemas, and model validation practices.

d. Demonstrate advanced technical capability utilizing Autodesk AutoCAD, Autodesk

Inventor, Siemens NX, Siemens Solid Edge, Dassault Systems CATIA, Dassault Systems SolidWorks, and PTC CREO, as well as model validation software packages such as

CADIQ.

e. Support the implementation, database administration, and software administration of

Product Lifecycle Management (PLM) software solutions for TDP management. Establish secure, standardized processes for TDP delivery and metadata validation to the Government-hosted PLM repository.

f. Design, develop, and establish 3D PDF publishing capabilities utilizing Anark Core software to extract and publish data from multiple proprietary CAD models.

4.6 OBJECTIVE 6: Execute Legacy Data Conversion and Digitization with High Accuracy The Contractor shall convert and digitize legacy technical data into modern, standards-based formats with exceptional accuracy, ensuring seamless integration and compatibility with current systems.

Tasks:

a. Convert and digitize legacy technical data, including drawings, manuals, and schematics, into current XML, CGM4, SVG, or other standards-based technical data products.

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b. Perform high-volume image scanning and Optical Character Recognition (OCR), maintaining an industry-standard quality assurance textual accuracy of 99.995 percent (no more than 5 errors in 100,000 characters).

c. Migrate legacy SGML-based publications into MIL-STD-3001, MIL-DTL-81310, or

S1000D compliant XML, CGM4, GLB, or SVG files using approved applications of the PTC Arbortext and PTC IsoDraw suites.

d. Convert Quicksilver, Interleaf, PDF, Postscript, or other proprietary legacy formats into structured XML formats.

e. Ensure error-free integration of text, graphics, and hyperlinks into style-guide-compliant tagged instances and parsed runtime instances.

f. Revise and format Technical Manual data for direct compatibility with Navy-owned digital wire trace and illuminator tools.

g. Convert legacy paper drawings to JEDMICS-compliant image formats, and update or draft intelligent source drawings in AutoCAD across all standard drawing sizes (A, B, C, D, and E sizes).

4.7 OBJECTIVE 7: Provide Effective Programmatic and Operational Support

The Contractor shall provide essential programmatic, meeting, and material support, ensuring efficient operations, compliance with regulations, and accessibility of all deliverables.

Tasks:

Maintain the capability to host technical meetings within 50 miles of key Government locations, including:

i. Fleet Readiness Center Southeast (FRCSE), Jacksonville, FL

ii. Fleet Readiness Center Southwest (FRCSW), San Diego, CA

iii. Fleet Readiness Center (FRC) Mid-Atlantic, Patuxent River, MD

iv. Naval Air Technical Data and Engineering Service Center (NATEC), North

Island, CA

v. Naval Air Warfare Center Weapons Division (NAWCWD), China Lake, CA

vi. Naval Air Warfare Center Aircraft Division (NAWCAD), Patuxent River, MD

vii. Naval Air Warfare Center Aircraft Division (NAWCAD), Lakehurst, NJ

viii. Naval Air Warfare Center Training Systems Division (NAWCTSD), Orlando, FL.

Facilities must accommodate a minimum of 25 participants and feature real-time collaboration, digital file sharing, and teleconferencing tools. No facility leasing is authorized under this scope.

a. Calculate, manage, and bundle material costs (such as printer cartridges, toner, binders, and media) directly into firm-fixed-price (FFP) page pricing structures.

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b. Provide planning, operation, and content management for Audio/Video (AV) systems, including projectors, LED video walls, flat panel displays, microphones, speakers, cameras, and hybrid conferencing systems.

c. Develop and integrate accessibility tools, including captions, transcripts, and audio descriptions, to ensure all multimedia deliverables are accessible to all users.

d. Execute and manage all travel requirements strictly in accordance with Joint Travel

Regulations (JTR) guidelines and pre-authorization procedures.

e. Manage and submit required contract deliverables, including Validation Certificates, Records of Source Data Incorporation, DD Form 250, Technical Assistance Activity Reports (TAARs), and Printing Sequence and Collation Records (GEN-PHILA 5603/2).

f. Integrate appropriate distribution statements (in not greater than 10-point and no less than

6-point type) and mandatory Destruction Notices on the title pages of all unclassified, limited technical publications.

g. Develop direct image copies in strict accordance with Specification MIL-P-38790A with

Amendment 1.

4.8 OBJECTIVE 8: Drive Strategic Initiatives and Modernization

The Contractor shall align all operations and technical solutions with strategic Government initiatives, including advanced Artificial Intelligence (AI) integration, robust cybersecurity, and the adoption of cutting-edge technologies to enhance efficiency and readiness.

Tasks:

a. Align all operations and technical solutions with Executive Order 14409, "Promoting Advanced Artificial Intelligence Innovation and Security," including leveraging advanced AI technologies and implementing AI-enabled cybersecurity defenses.

b. Achieve and maintain Cybersecurity Maturity Model Certification (CMMC) Level 2 Self- Assessment, demonstrating adherence to the 110 security requirements derived from NIST

SP 800-171.

c. Integrate new and improved technologies (e.g., digital twins, automated 3D model validation, AI/ML-driven legacy document conversion, augmented reality compatibility, automated schema verification tools) for TDPs to enhance quality, reduce lifecycle costs, and improve operational readiness.

d. Ensure personnel assigned to AI-enabled tasks possess demonstrated experience designing, developing, tuning, deploying, and maintaining AI models and related components appropriate to mission requirements.

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e. Propose and execute solutions under a performance-based, FFP contract structure to the maximum extent practicable. This applies to both predictable baseline services and unpredictable, emergent requirements, focusing on outcomes, response times, and quality deliverables.

f. Adhere to the small business subcontracting limitations outlined in FAR 52.219-14, ensuring the prime contractor performs at least 50% of the work in terms of the cost of performance.

5.0 SECURITY - Performance involves unclassified, Controlled Unclassified Information

(CUI), and classified work up to the Top Secret level.

Performance under this contract requires the Contractor to possess and maintain an active Top Secret Facility Clearance (FCL). All personnel assigned to on-site tasks at Government facilities or handling critical weapon system configuration data must possess and maintain a personnel security clearance at the Top Secret level, as specified in the DD Form 254.

6.0 COMMON ACCESS CARD (CAC)/PUBLIC KEY INFRASTRUCTURE (PKI),

SYSTEM AUTHORIZATION ACCESS REQUEST (SAAR-N) REQUIRED

SAAR-N:

All Contractor personnel requiring access to Government Information Technology (IT) systems shall have an approved System Authorization Access Request (SAAR-N) Form OPNAV 5239/14 (Rev Sep 2011) on file, and complete required Annual Information Awareness Training. New employees must submit their SAAR forms within thirty (30) days after their first day of work. SAAR-N forms shall be submitted to the COR, Government Technical Point of Contact (TPOC), or to the assigned government Trusted Associate Sponsorship System (TASS) Trusted Associate.

6.1 CAC / Local Badges: The Government will provide Contractor personnel with access to facilities required for contract performance. On-site personnel must comply with all task order instructions and facility guidance.

a. Issuance: The Government will issue Common Access Cards (CACs) and facility-specific identification badges to on-site Contractor personnel. The Contractor must provide all requested information to facilitate this process.

b. Display: Personnel must wear and visibly display their CACs and badges at all times while at a Government site.

c. Return Policy: The Contractor must return all issued CACs and badges to the Contracting Officer’s Representative (COR) immediately upon contract completion, employee relocation, termination, or upon COR request.

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7.0 INFORMATION SECURITY: The Contractor shall implement and maintain strict security procedures to protect classified information and Controlled Unclassified Information (CUI).

a. Information Security Standards: The Contractor shall prevent unauthorized disclosure of classified information and control the distribution of Controlled Unclassified Information (CUI) in accordance with:

i. 32 CFR Part 117, National Industrial Security Program Operating Manual

(NISPOM)

ii. SECNAVINST 5510.36B, Department of the Navy Information Security Program

iii. DoDI 5200.48, Controlled Unclassified Information (CUI)

b. Facility Compliance. When performing work at a Government facility, the Contractor shall strictly comply with all local security instructions, guidelines, and facility-specific protocols.

7.1 Marking: The Contractor shall properly mark and safeguard all information generated or provided under this contract in accordance with the following mandates:

a. Controlled Unclassified Information (CUI): All CUI, including Covered Defense Information (CDI) as defined in DFARS 252.204-7012(a), shall be marked and safeguarded in strict accordance with DoDI 5200.48, Controlled Unclassified Information. The Contractor shall apply markings and dissemination controls to contract-generated information as directed by the Government and in accordance with applicable contract clauses, technical data requirements, and cited authorities.

b. Technical Information: All technical data generated under this contract shall be marked with the appropriate Distribution Statements and Export Control warnings. These markings must comply with:

i. 32 CFR Part 117, National Industrial Security Program Operating Manual (NISPOM)

ii. SECNAVINST 5510.36B, Department of the Navy Information Security Program

iii. Program-specific Security Classification Guidance (SCG)

c. Covered Defense Information (CDI): Any product containing CDI shall be assigned a restrictive distribution statement (Distribution Statements B through

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F) and displayed in accordance with DoDI 5230.24 (Distribution Statements on Technical Documents, Enclosure 3).

7.2 Public Release: The Contractor shall not release any information pertaining to this contract for public dissemination—including posting to social media platforms (e.g., Facebook, X, LinkedIn)—unless it has been officially approved for public release by the appropriate U.S.

Government authority.

To obtain authorization, the Contractor shall route proposed public releases through the following multi-step approval process:

STEP ACTION AND AUTHORITY

Step 1: Initial Review Submit the proposed release to the Contracting Officer Representative (COR) for initial review, routing approval, and awareness.

Step 2: Formal Submission Upon COR clearance, submit the package to the Procuring Contracting Officer (PCO) for formal processing.

Step 3: Final Authorization The PCO will coordinate with the COMFRC Public Affairs Office (PAO) to obtain final, official authorization prior to any public release.

7.3 Loss, Compromise, or Spillage: All instances of loss, compromise and/or electronic spillage of classified or controlled unclassified information shall be reported to the COR, TPOC, and COMFRC Government Security Office within twenty-four (24) hours of the incident occurring.

8.0 OPERATIONAL SECURITY (OPSEC): The Contractor shall comply with activity

OPSEC program instructions and guidance and contribute to organization-level OPSEC efforts. The Contractor will include OPSEC as part of its ongoing security awareness program and take all required activity OPSEC training. The Contractor will protect identified critical information, sensitive unclassified information and activities, which, if divulged, could further compromise classified or sensitive information or operations, or degrade the planning and execution of operations performed by the Contractor in conjunction with the COR in support of the mission.

8.1 While performing aboard NAVAIR or NAVAIR sites, the Contractor shall:

a. Comply with facility OPSEC program instructions and contribute to organization-level OPSEC efforts;

b. Include OPSEC as part of its ongoing security awareness program and take all required agency training;

c. Be responsive to the supporting OPSEC manager on a non-interference basis;

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d. Protect sensitive unclassified information and activities that could compromise classified information or operations or degrade the planning and execution of operations performed by the requiring office and the Contractor in support of the mission.