STATEMENT OF WORK FOR CREW/COCKPIT RESOURCE MANAGEMENT (CRM) COURSEWARE DEVELOPMENT AND TRAINING IMPLEMENTATION. 11 February 2005 Revision 1

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1 STATEMENT OF WORK FOR CREW/COCKPIT RESOURCE MANAGEMENT (CRM) COURSEWARE DEVELOPMENT AND TRAINING IMPLEMENTATION 11 February 2005 Revision 1 Approved: WALDA PATTON Contracting Officer Updated 11 February 2005

2 TABLE OF CONTENTS SECTIONS Page 1. Description of Services 3 2. Service Delivery Summary Government-Furnished Property and Services General Information Appendices 20 APPENDICES 1. Estimated Workload and Training Locations CRM Training Courses to be Developed CRM Integration Aircrew Training Support Plan (ATSP) List of Publications Contract Deliverables 33 Updated 11 February

3 SECTION 1 DESCRIPTION OF SERVICES 1.1 SCOPE OF WORK. The Government requires non-personal services for Cockpit/Crew Resource Management (CRM) courseware development and training. The contractor shall provide all personnel, courseware development facilities, equipment, tools, materials, supervision, and other items and services necessary to perform this CRM courseware development and training as defined in this Statement of Work (SOW). The contract start date is planned for 1 Oct 2005 (FY06 base year) and will run 6 years total through FY12 (30 Sept 2011). The government also plans a two month phase-in for this effort (1 Aug Sep 05). These services shall be for the Combat Air Forces (CAF) and other types of USAF Mission Design Series (MDS) aircraft. MAJCOMs participating in this effort are Air Combat Command (ACC), Pacific Air Forces Command (PACAF), United States Air Forces Europe Command (USAFE) and the Air Education and Training Command (AETC) Formal Training Units (FTU s) at Luke AFB, AZ (F-16) and Tyndall AFB FL (F-15C and F-22). Workload estimates for aircrew members are identified in Attachment 1. After contract award, the government reserves the right to include additional MDS s within participating MAJCOM s as well as including additional MAJCOMS, Direct Reporting Units, and Field Operating Agencies. These requirements will be negotiated by the winning contractor and the government as required. 1.2 GOALS. The goal of the USAF CRM program (as defined in AFI ) is to: Maximize operational effectiveness and combat capability Preserve Air Force personnel and material resources. 1.3 OBJECTIVES. CRM training will be designed and managed to accomplish the following objectives: Develop Aircrew skills in recognizing and responding to the conditions that lead to Aircrew error Develop Aircrew proficiency in CRM skills. 1.4 BUDGET. Based on its independently calculated estimate, the government has budgeted $15.2 million for this acquisition, to include phase-in, the basic year and all option years. This figure is provided for informational purposes only. Although the government does not anticipate obtaining any further funding, this budget figure in no way restricts the government s right to award to a higher or lower priced offer if that offer is determined to represent the best value as evaluated in accordance with this solicitation (reference clause , Evaluation Commercial Items). 1.5 PURPOSE. The intent of this contract is to integrate CRM into everyday flight operations. The Government requires contractor services to provide academic training to aircrews at the FTU and operational units (continuation training). The contractor shall also provide academic training to instructors to reinforce the application of positive CRM skills in day-to-day operations. Finally, the contractor is also encouraged to develop innovative ways to make CRM more than simply an annual training event to integrate CRM so that it is a conscious part of the way aircrews do business. 1.6 OVERALL REQUIREMENTS. The CRM Program will be delivered as a phased, building block approach that follows crewmembers through their professional development. Each level of training should prepare and Updated 11 February

4 motivate participants for the next level of training. All courses will be developed and taught using UNCLASSIFIED training resources Required Training Courses. The contractor shall design, develop, and instruct three different types of CRM courses (each course will be developed and taught for a specific MDS and its associated audience) FTU CRM Training - This course shall be tailored to each MDS FTU identified in Appendix 2. Courseware shall be developed as training that builds on the CRM principles learned at initial aircrew training (Undergraduate Pilot/Navigator Training UPT/UNT) and applies techniques to the crewmember s specific mission. Contract instructor guided facilitation should be used to lead the course but allow students the opportunity to exchange ideas and experiences during the class. Class sizes shall be at least 4 but no more than 20 crewmembers. This course shall be updated/revised in accordance with the contractor s approved Instructional Systems Development (ISD) Management Plan and the final negotiated contract. The course will be delivered in two separate two-hour blocks of instruction for ACC FTU s and three separate blocks (2 hour, 1 hour, and 1 hour) blocks of instruction for AETC FTU s. Each FTU will decide when these courses will be taught during FTU training. The winning contractor will use the existing FTU courses to develop the next generation of FTU CRM training. These FTU courses will be revised as required throughout the lifetime of the contract Continuation Training (CT) CRM This training shall build on initial and FTU CRM training. Contract Instructor guided facilitation should be used to lead the course but allow students an opportunity to exchange ideas and experiences during the class. Courses shall also emphasize important topics of particular interest to specific weapon systems that will be determined by the government (as recommended by the contractor). Aircrews annotated in Appendix 1 will be required to accomplish this training once every two-year period (except for AETC personnel at Luke and Tyndall who will accomplish CRM CT annually). CT courseware shall be completely revised with new training material and new case studies a minimum of every 2 years, more often if in accordance with (IAW) the contractor s ISD Management Plan and the final negotiated contract. F-15C and F-16 CT courses will have new case studies added on an annual basis. Class sizes should be at least 8 but no more than 20 crewmembers. Course lengths parameters are described in the following table: CT Course Course length/minimum and Maximum Fighter (includes U-2) Bomber C2 ISR Helicopter Instructor CRM Training Flight training instructors are key to a successful CRM training program. The contractor shall design a course that will prepare the instructor to recognize, analyze, and evaluate CRM principles in the FTU and operational unit. Training should prepare instructors for all phases of flight training. The course should prepare the Instructor to provide specific, meaningful, and standardized feedback to aircrews regarding their CRM skills and overall mission effectiveness. Instructors and evaluators shall be trained to be highly proficient in all CRM skills and to be expert observers of how these skills are applied by crewmembers in a mission environment. The contractor shall train instructors to use CRM Performance Assessment Tools to provide specific feedback to crewmembers regarding their CRM skills on a day to day basis. Class sizes should be at least 4 but no more than 20 crewmembers. This course should be designed to be no longer than 2.0 hours in length CRM Training Courses Objectives. The following are the knowledge and skill objectives of CRM as defined in AFI They form the baseline of the CRM training program core curriculum. The contractor shall tailor the objectives taught in each different CRM Updated 11 February

5 course to fit the unique characteristics of the primary mission and weapon system to which the course applies Situational Awareness. Includes knowledge and skill objectives for preventing the loss of situational awareness, skills for recognizing the loss of situational awareness, and techniques for recovering from the loss of situational awareness Crew Coordination/Flight Integrity. Knowledge and skill objectives covering the impact on aircrew performance of command authority, leadership, responsibility, assertiveness, conflict resolution, hazardous attitudes, behavior styles, legitimate avenues of dissent, and team building Communication. Includes knowledge of common errors, cultural influences, and barriers (rank, age, experience and position). Skills will encompass listening, feedback, precision and efficiency of communication with all members and agencies (i.e. Crewmembers, Wingmen, Weather, ATC, Intelligence, etc) Risk Management/Decision Making. Includes risk assessment, the risk management process, tools, breakdowns in judgment and discipline, problem solving, evaluation of hazards, and control measures Task Management. Includes establishing priorities, overload, under load, complacency, and management of automation, available resources, checklist discipline, and standard operating procedures Mission Planning/Debrief. Includes pre-mission analysis and planning, briefing, ongoing mission evaluation, and post mission debrief. Also, specific tools and techniques to be used in operational and training missions Courseware Delivery Priorities/Phase-In Plan. The government has prioritized the implementation schedule of the different CRM courses required by this SOW. FTU courses are the highest priority followed by CT and Instructor courses. The winning contractor will be allowed to use existing courseware until the dates listed below or as negotiated with the government. The contractor should develop a Phase-In Plan which details how it will meet these course implementation dates, including discussions of workload estimates, priority allocations of personnel and resources, scheduled completion dates of key events, and plans for mitigating risk factors. For planning purposes, the following table outlines the government s desired schedule for course implementation (implementation means courses are approved for instruction by the government in accordance with paragraph and instructors fully certified in accordance with paragraph 1.9.1). If the contractor proposes different implementation dates, the Phase-in Plan should fully address the contractor s rationale. Course Implementation Date All FTU courses in new format 5 Jan 06 F-15E, F-15C, F-16, A-10 CT Courses 1 Feb 06 All other fighter CT Courses 1 Mar 06 B-1, B-52, B-2 CT Courses 1 Apr 06 U-2, E-3, E-8 CT Courses 1 May 06 All other CT Courses 1 June 06 All Instructor courses 1 July COURSEWARE Courseware Design--Instructional Systems Development (ISD). The contractor shall develop all courseware using the current, updated model of ISD as defined in AFMAN 36- Updated 11 February

6 2234 and AFH Courseware development (CWD) personnel shall have a working knowledge of this model of ISD commensurate with his or her level of involvement in the ISD process. CWD personnel shall also have a working knowledge of all applicable regulations, instructions, procedures, Technical Orders, and other publications listed in Appendix 3 of this SOW ISD Management Plan. The contractor's Instructional Systems Development (ISD) Management Plan shall describe the ISD activities to be performed during the analysis, design, development, and implementation of the training system. The principal use of this ISD Management Plan is to provide the program management agency a basis for evaluating the effectiveness of applying the ISD process over the life cycle of the training system. The plan shall be delivered as part of the contractor s proposal and the government will evaluate the plan of each offeror s proposal during the technical evaluation according to the criteria in the solicitation. The report shall be in the contractor s own format, but shall include the following sections: Executive Summary. This section shall summarize the purpose and scope of the ISD effort and associated support effort. It shall address the program management and technical management objectives, quality control methods and procedures, and the standards used to establish the organization, structure, manning, and skill levels of the program team. This section shall also describe how ISD organizational functions, responsibilities, and support requirements are implemented in the training system. Summary scheduling information and program phasing of major task breakouts shall be included. Program tasks shall be correlated with key ISD tasks or events that can be observed and verified. Lastly, this section shall summarize the total magnitude of the ISD effort for the training system in terms of the overall work effort, time required, impacts, expected results, and products Technical Approach. This section shall describe the specific technical approach, methods, and procedures used to apply the ISD process to the training system (refer to AFH for guidance). This section shall describe the built-in mechanisms used to control and manage the technical requirements for the ISD process (e.g., requirements creep). This section shall also describe how ISD principles and practices are incorporated into the design and development of the training system. ISD tasks shall be correlated with the completion of deliverable products (i.e., data courseware and software). Work units shall be identified with the technical requirements of the training program Program Management. This section shall describe how the ISD effort is managed for the total training program. Special emphasis shall be given to ISD management of the training system by functional areas of: Management, Administration, Delivery, Evaluation, and Support (refer to AFH , Volume 3). Functional areas of the ISD process shall be grouped by ISD phases as follows: Analysis, Design, Development, and Implementation (refer to AFH , Volume 3) Program Constraints and Assumptions. This section shall describe constraints (i.e., limiting factors) to, and assumptions of, the ISD effort. This section shall also describe any impacts these constraints and assumptions could, or will, have on the overall training program. Lastly, this section shall describe any new or revised procedures which could affect the Managerial, Acquisition, or Technical aspects of the program as a result of applying ISD constraints and assumptions Risk Management. This section shall describe the systematic approach used to identify and manage the risks associated with the application of the ISD process, especially the courseware development (CWD) effort. This section shall also include a description of the technical performance measures (i.e., metrics) used to evaluate the effectiveness of applying ISD principles and practices to the training system over its life cycle. Technical performance measures shall include criteria to measure the quantity, quality, and Updated 11 February

7 timeliness of performance parameters selected for surveillance of the ISD effort (e.g., hours required per hour of computer-based instruction) Milestones. This section shall identify milestones and time phasing of each task in the ISD Management Plan. Special emphasis shall be given to the development, review, revision, and delivery of courseware Quality Control. This section shall describe the contractor's entire Quality Program Plan (QPP). This QPP should also encompass the Training Instruction (reference paragraphs 1.8 and 1.9) and CRM Integration (reference paragraph 1.10) aspects of the contractor's overall proposed CRM program. The contractor shall provide the Contracting Officer an updated copy of the QPP as changes occur. The contractor's QPP shall specifically: Describe the inspection system used to cover all services listed in the SDS (reference Section 2 of this SOW). The description shall include specifics as to the areas to be inspected on both a scheduled and unscheduled basis, frequency of inspections, and the title and organizational placement of the inspectors. Areas shall include, but are not limited to, inprogress training, reviewing documentation, using student critiques, questioning personnel on instructional techniques, review of courseware drafts, and review of finalized courseware materials Describe the records to be kept to document inspections and corrective or preventive actions taken. The records of inspections shall be kept and made available to the Government throughout the contract performance period and for the period after contract completion until final settlement of any claims under this contract Specify the contractor's control procedures for Government-provided cipher combinations, keys, lock combinations, and safe combinations Organization and Staffing. This section shall describe the organizational structure that will meet the ISD requirements of the training program. The organizational elements responsible for implementing the ISD process in the training program shall also be described, along with their relationship to other supporting organizational elements (e.g., Wing, FTU, TRSS Detachment, etc.). The extent of authority delegated to each element for accomplishment of the ISD effort shall be clearly defined. Organizations participating in the management of, or contribution to, the ISD effort shall be identified and their specific roles, responsibilities, functions, and interactions shall be delineated and shall be displayed in a functional matrix Coordination and Communication. This section shall describe the plans for ensuring effective communications among all ISD participants. The processes and procedures to be used for coordination of the ISD effort and data exchange between agencies, and within the chain of authority, shall also be described Acquisition and Use of Resources. This section shall describe how resources will be acquired and used for accomplishment of the ISD effort over the life cycle of the training system. This section shall also identify and describe the quantities and types of resources required for the total ISD effort. Resources include manpower, personnel, equipment, materials, and facilities. Long-lead items and critical items such as those that may affect concurrence of the training system with the parent system shall also be identified in this section. Lastly, this section shall identify resource problem areas which could affect scheduling, funding, or personnel loading and shall describe feasible solutions to these problem areas Training of Personnel. This section shall describe the training provided to personnel to accomplish the ISD effort. Special emphasis shall be placed on a description of any required training in the specific technical approach, methods, and procedures used to apply Updated 11 February

8 the ISD process to the training system. This section shall also identify the quantities, types, and skills of personnel requiring ISD training. This section shall present scheduling information for ISD training and include a description of the events, periods, and duration of training. Scheduling information should be tied to, and correlated with, other significant program milestones Other Considerations. This section shall contain any ISD considerations that are not addressed in other sections of the contractor's ISD Management Plan. The contractor should specifically address the ISD aspects of any courseware/training material proposed pursuant to paragraph 1.10 of this SOW Required Reports. The contractor shall produce and deliver the following reports: Contractor s Progress, Status, and Management Report (Monthly). The contractor shall provide this report indicating the work accomplished during the previous month, the status of any ongoing projects/issues, any travel accomplished, and any other pertinent information Contractor s Courseware Report (Annually). The contractor shall annually provide a report which lists all lessons developed and maintained by the contractor. The report shall list each lesson by lesson number, lesson title, a short narrative description of the lesson content, the last revision date, presentation format of the lesson, and length of the lesson Objectives and Media Analysis Report. The contractor shall develop and deliver a baseline Objectives and Media Analysis Report (OMAR). For each course of instruction developed, the OMAR shall contain the training objectives, methods, media used, and corresponding rationale (as a minimum) Lesson Strategy Report. The contractor shall prepare and deliver a Lesson Strategy Report (LSR) for each lesson developed for this contract. Each LSR shall describe the instructional strategies, subject matter content, instructional materials formats, and other guidance for producing the training materials for each lesson (as a minimum) Courseware Development (CWD) Schedule. The contractor shall develop, coordinate, and produce a definitive CWD schedule that shall identify the milestones and time phasing of CWD that will occur during the next fiscal year. Special emphasis shall be given to milestones at which key ISD tasks or events produce deliverable data or intermediate products of the CWD process. The contractor shall provide the initial CWD schedule to the Chief QAE no later than 30 days after contract award. The Chief QAE will have 15 calendar days to notify the contractor of acceptance of, or the required modifications to, the CWD schedule. The contractor will then submit a finalized CWD schedule to the Chief QAE and Contracting Officer (CO) within 15 days of receiving any government changes. The contractor shall notify the Chief QAE and CO 15 days prior to any anticipated slip in the CWD Schedule, including the reasons for the missed milestone and an assessment of the impact on the overall CWD Schedule Courseware Review and Acceptance. The Government will use a CRM courseware review team to accept all courseware delivered IAW the approved CWD Schedule. For the purposes of developing the CWD Schedule and ISD Management Plan, the contractor shall provide the government thirty (30) days to review any finished portion of (modules) or unfinished complete courseware package and thirty (30) days to review and approve any finished, complete courseware package. The contractor may elect to brief the government review team on modules of training completed and ready for review if desired. Courseware review will take place at HQ TRSS, Langley AFB, VA and ACC and AETC FTU s as required Courseware Validation. The contractor shall develop tools to measure the effectiveness of all CRM training delivered. On the micro-level, this measure of effectiveness would indicate how well the student is learning the objectives of CRM as defined by this SOW. At Updated 11 February

9 the macro-level this measure of effectiveness should indicate how well students are applying CRM principles in everyday operations. The contractor may develop, review, and respond to end-of-course critiques of academic instruction and design and maintain a system to track completion, critiques, and attitude change data Annual Feedback and Analysis Report. The contractor shall provide the Chief QAE an annual report of aircrew feedback to CRM training. This report will be due to the Chief QAE by 1 March of each year and will be based on feedback received during the previous calendar year (1 January through 31 December). The report will be broken down by MDS for each of the three types of courses (FTU, CT, and instructor) and by mission type (fighter, bomber, RECCE, etc). Additionally, there will be an overall survey rollup with all MDS s and courses annotated together. The report will also contain a summary of the items most liked about CRM training and the items most would like to see improved. The contractor will provide a brief summary of the analysis received and make recommending changes or improvements to the CRM training and/or CRM program itself Courseware Review and/or Revision. The contractor shall periodically review and/or revise courseware materials. This process should be detailed in the ISD Management Plan. However, to keep the CRM material up to date with the latest information, CT courses shall be completely revised at least every two years (or as reference in Para ). Under no circumstance should the same courseware or training material, including the same interpretations or discussions of a mishap scenario, be taught to the same student more than once throughout the life of the contract Courseware Out-of-Cycle Changes. In addition to the regular revisions accomplished in accordance with paragraph 1.7.6, the contractor shall also update courseware in response to formal syllabus, Technical Order (T.O.), or AFI changes which affect the content of the lesson. The Chief QAE will notify the contractor of the requirement for any change and will furnish all required event details. The revised courseware shall be completed by the contractor within 30 calendar days of notification for minor corrections and 6 months for major corrections unless a different time frame is mutually agreed to between the government and contractor Existing Courseware. The contractor shall revise and create the CRM training courseware program using courseware provided from the previous contract. Contractors should be well versed in CRM training taught at UPT and UNT to ensure FTU training developed under this solicitation builds on that training. Once the existing CRM contract expires on 30 Sep 05, the successful contractor on this effort will be given access to all current CRM courses. 1.8 TRAINING Training Workload Management Plan. The contractor shall develop and submit a plan which outlines its management approaches, methods, innovations and policies for ensuring all required aircrews will be trained in accordance with this SOW. This plan shall include workload analysis and long range planning, as well as proposed scheduling procedures. The plan shall be submitted with the offeror s proposal in response to this solicitation Training Management System. The contractor shall develop an automated CRM Training Management System (government computer configuration is outlined in Appendix 4). This system shall contain the master schedule of all CRM training elements: classes, locations, dates, attendance, personnel requiring training, personnel actually trained. The system shall maintain a consolidated printable record of all CRM course presentations, attendee s percentage completion data, and project milestones which shall be delivered to each MAJCOM CRM Program Manager (PM) at the end of each month of training. The government does not require rights to, or delivery of, the entire Training Management System. However, the monthly records and any other information stored in the System are subject to the provisions of paragraphs 4.7 and 4.8 of this SOW. Updated 11 February

10 1.8.3 Training Coordination and Scheduling. The contractor will coordinate with each site to ensure each identified crewmember receives CRM training as required by this SOW. Training for FTU students shall be scheduled to ensure each student receives training at the appropriate time in the FTU syllabus. The contractor may use the locations specified in Appendix 1 as training locations, but shall be responsible for scheduling classroom time with each site as required Annual Training Schedule. The contractor shall coordinate with each site to develop a CRM training schedule on an annual basis. Coordination shall be completed in the last fiscal quarter prior to the fiscal year being scheduled. Changes to the schedule will be coordinated between the contractor and the site as far in advance as possible. A revised schedule of training shall be published quarterly and provided to each site scheduler, MAJCOM PM, the Chief QAE, and the CO. Scheduling conflicts that cannot be resolved between the contractor and the site shall be forwarded to the respective MAJCOM Program Manager. 1.9 INSTRUCTORS Instructor Training and Certification Plan. The contractor shall develop, deliver, and implement an Instructor Training and Certification Plan that shall ensure contractor instructors meet the standards outlined in this SOW. The contractor shall deliver the Instructor Training and Certification Plan with its proposal. The plan shall address instructor qualification requirements to include aircraft flight and instructor flight time, CRM experience/expertise, education levels, and any additional education/training requirements proposed. The plan shall clearly outline the process by which the contractor will provide or obtain the additional education/training requirements proposed Instructor Qualification Notice. The contractor shall provide the Chief QAE and CO written notification that an individual is qualified to instruct, without supervision, a CRM training course prior to actual unsupervised instruction. Written notification shall include the name of the individual, a description of the qualification received, and the name of the instructor certifying the accomplishment of the training CRM INTEGRATION PLAN. In addition to the courseware development and training requirements of this SOW, the Government desires courseware/training materials developed for Blue Suit and Contractor Instructors. Courseware could be in the form of lesson plans, training scripts, training scenarios, case studies, etc. The intent is to reinforce CRM skills in all day to day operations including but not limited to mission planning, simulator sessions, training flights, mission de-briefs, and training/safety days. Courseware development for CRM integration purposes is identified in Appendix 3 of this SOW. Furthermore, the Integration Plan should describe how future training devices can be used for CRM training. The contractor shall make recommendations to modify unit grade sheets to ensure CRM skills are debriefed on every simulator or live flight training sortie. The contractor shall develop and deliver a plan which outlines any proposed approach it has for meeting this aspect of the SOW. This plan shall be delivered as part of the offeror s proposal submitted in response to this solicitation. Updated 11 February

11 PERFORMANCE OBJECTIVE (1) Contractor develops and delivers courseware. SECTION 2 SERVICE DELIVERY SUMMARY PERFORMANCE MEASURE Contractor develops complete courseware, in accordance with (IAW) its ISD Management Plan, which effectively conveys the objectives of CRM, and is delivered IAW the timelines required by this SOW and the approved Courseware Development Schedule and Phase-In Plan. (paragraph 1.7) (2) Contractor provides instructors Contractor effectively trains and certifies its instructors on time IAW its Instructor Training and Certification Plan and Phase-In Plan, and the instructors meet the standard qualifications addressed in the SOW. (paragraphs 1.9 and 4.1) (3) Contractor provides training Contractor provides training to 95% of all required personnel within the timeframes specified in the SOW by accomplishing 100% of the training sessions scheduled IAW the approved Annual Training Schedule and the approved Training Workload Management Plan. Moreover, contractor exercises flexibility in class scheduling to provide maximum training opportunities for all USAF aircrew members, giving consideration for units with high operations tempo commitments. (paragraph 1.8) (4) Contractor revises courseware Contractor completely revises 100% of the courseware on time IAW paragraph of this SOW and the contractor s ISD Plan. In addition, contractor accomplishes 100% of out of cycle changes on time IAW paragraph of this SOW. (5) Contractor assess effectiveness of training Contractor continually assesses the effectiveness of all CRM Training by monitoring, analyzing and making corresponding revisions to courseware IAW its courseware validation measures (paragraph 1.7.5) and ISD Management Plan (paragraph ). (6) Contractor makes CRM part of everyday flight operations (7) Provide all required reports, deliverables and meeting minutes in a timely manner. Contractor develops a program which effectively integrates CRM into everyday flight operations pursuant to paragraph 1.10, including the use of Performance Assessment Tools. All reports and deliverables required by this SOW and the contractor s proposal are delivered on time or are kept in the Master Files as defined in this SOW and its Appendix 6. Updated 11 February

12 SECTION 3 GOVERNMENT-FURNISHED PROPERTY 3. GENERAL INFORMATION. This section of the SOW details the government furnished property (GFP) which the Government will provide to the contractor to accomplish the requirements of this SOW. The contractor shall provide any other facilities, equipment, supplies or services that the contractor determines necessary to accomplish this contract effort. 3.1 Government-Furnished Facilities, Government-Maintained. The Government will furnish or make available a room at each installation listed in Appendix 1. These rooms will contain only enough desks, tables and chairs to accommodate the students of the class-size identified in this SOW. The contractor should be prepared to provide any other equipment necessary to perform the contract as proposed (e.g. overhead projectors, computers, dry-erase boards, etc.). These rooms will only be used by the contractor during the time that CRM training is scheduled and must be returned to their original state once the contractor completes training during that particular visit. Government facilities have been inspected for compliance with the Occupational Safety and Health Act (OSHA). No hazards have been identified for which work-around procedures have been established. Should a hazard be subsequently identified, the Government corrects OSHA hazards according to base-wide Government developed and approved plans of abatement taking into account safety and health priorities. The fact that no such conditions have been identified does not warrant or guarantee that no possible hazard exists, or that work-around procedures will not be necessary, or that the facilities as furnished will be adequate to meet the responsibilities of the contractor. Compliance with the OSHA and other applicable laws and regulations for the protection of employees is exclusively the obligation of the contractor. Further, the Government will assume no liability or responsibility for the contractor s compliance or noncompliance with such requirements, with the exception of the aforementioned requirement to make corrections according to approved plans of abatement subject to base-wide priorities. No alterations to the facilities shall be made without specific written permission from the Contracting Officer. These facilities shall be used only in the performance of this contract. 3.2 Government-Furnished Equipment (GFE). The Government does not intend to provide any GFE for this contract. 3.3 Government-Furnished Materials, Contractor Maintained. The Government will provide government owned courseware as specified in paragraph of this SOW. This information will be provided to the contractor in its existing condition and format. At the end of the contract the contractor shall return all residual inventories to the Government. 3.4 Government-Furnished Materials, Government Maintained. The Government will provide the contractor access to mishap reports and statistical flight/mishap data for use in preparing and updating training plans and courseware. Course materials must be kept current. Note: mishap data is privileged and mishap reports are limited to official use only. This information shall be used for the expressed purposes of CRM training and shall not be released outside of the contractor/government channels. Mishap reports shall be provided only IAW AFI and applicable contract personnel shall sign a non-disclosure agreement. 3.5 Government-Furnished Services Subject Matter Advisors (SMAs). The Government will provide a Subject Matter Advisor (SMA) for specific mission design series aircraft as required. The contractor s courseware designers/developers and SMEs may use government SMAs for specific MDS information and advice. All SMAs are responsible to the program manager and are not Updated 11 February

13 inspectors nor are they authorized to accept or approve work done with, or changes to, this SOW Quality Assurance Evaluators (QAEs). The government will appoint each MAJCOM CRM Program Manager as the MAJCOM QAE for this contract. Accordingly, the MAJCOM QAEs will be responsible for coordinating the efforts of each site within their command and for any other responsibilities specifically identified by this SOW. Furthermore, the government will appoint the ACC CRM Program Manager as the Chief QAE for this contract. Reference the Quality Assurance Surveillance Plan (QASP) for further responsibilities of these Quality Assurance personnel. Site Operations Group Commanders are responsible for appointing a site CRM Program Coordinator (CRM PC) at each place of performance to serve as the government focal point for day-to-day operations and issues. This site CRM PC or his representative will provide training schedule information to the contractor. Updated 11 February

14 SECTION 4 GENERAL INFORMATION 4.1 CONTRACTOR PERSONNEL. The government views the following job classifications and qualifications as the standard for the personnel team used to satisfy this requirement. If the contractor proposes to use a different mix of labor type or qualifications, it must fully explain the rationale in its proposal Contract Manager. The contractor will provide a contract manager who shall be responsible for the performance of the work. The contract manager or alternate shall have full authority to act for the contractor on all matters relating to daily operation of the contract. The name of this person and alternates shall be designated in writing to the Contracting Officer within 30 days after contract award Senior Instructional Designer/Developer Engineer Qualifications. The contractor will employ a minimum of one person who has graduated from a formal Air Force Instructional Systems Design (ISD) course or equivalent. These Senior Instructional Designers/Developers shall have: a Masters Degree in education or related discipline; previous experience in design and production of instructional materials; a minimum of 3 hours of graduate credit in each of the following areas: Instructional Methodology, Tests and Measurements, Educational Psychology, Curriculum Development, and Learning Theory; a minimum of 5 years experience in curriculum development including formative evaluation; and, previous experience in design and production of ISD materials. They must also have experience in courseware development, performance measurement and evaluation, and program management Instructional Designer/Developer Qualifications. The contractor will employ a minimum of one person who has graduated from a formal Air Force Instructional Systems Design (ISD) course or equivalent. Instructional Designers/Developers shall have: a Masters Degree in education or related discipline; previous experience in design and production of instructional materials; a minimum of 3 hours of graduate credit in each of the following areas: Instructional Methodology, Tests and Measurements, Educational Psychology, Curriculum Development, and Learning Theory; a minimum of 2 years experience in curriculum development including formative evaluation; and, previous experience in design and production of ISD materials. The Government will consider experience as a substitute for the educational requirements Education Technologist Qualifications. Education Technologists shall have: a Bachelors Degree in education or related discipline; a minimum of 3 hours of undergraduate credit in each of the following areas: Instructional Methodology, Tests and Measurements, Educational Psychology, Curriculum Development, and Learning Theory; one year experience in Training Development; and, experience in developing computer based instruction. The Government will consider experience as a substitute for the educational requirements Instructor/Subject Matter Expert Qualifications. All new Instructors and Subject Matter Experts (SMEs) must have experience within the past seven years and a minimum of 500 flying hours in the aircraft listed in Appendix 1 for which they will instruct and develop training. Current contract instructors will be grandfathered from this requirement. The Government will give some flexibility with this requirement in regards to the newer Weapon Systems (i.e. RQ-1, RQ-4, F-22). Contractor instructors and SMEs shall also have a working knowledge of all applicable regulations, procedures, tech orders, and other publications as required. Use of instructors as SMEs and SMEs as instructors is encouraged. 4.2 NON-ATTRIBUTION POLICY. Students will not be held accountable for actions or statements made during the course of training. All debrief items shall be made verbally only, with Updated 11 February

15 no written records of individual performance being made. Data gathering for reports and data management shall be accomplished on a group level only. If used, videotapes shall be completely erased in the presence of the applicable student(s). 4.3 QUALITY ASSURANCE SURVEILLANCE PLAN (QASP). The government will evaluate the contractor s performance under this contract using the approved QASP attached to this solicitation. Surveillance may be performed anytime service is provided. The government will record all surveillance observations. When an observation indicates defective performance, the QAE will require an authorized contractor employee to initial the observation on the AF Form 799, Surveillance Activity Checklist (or locally devised form). The initialing of the observation does not necessarily constitute concurrence with the observation, only acknowledgment that the Site Manager or authorized contractor representative has been made aware of the unsatisfactory or defective performance. Unit site PC will forward any observations indicating defective performance to the respective MAJCOM QAE for coordination, who shall then forward it to the Chief QAE. All meetings regarding quality assurance shall be held at a site determined by the Chief QAE unless otherwise stated in this SOW. 4.4 QUALITY CONTROL. The contractor shall maintain a Quality Program Plan (QPP) that shall be integral with the Instructional Systems Development (ISD) Management Plan. All records of inspections shall be kept and made available to the Government throughout the contract performance period and for the period after contract completion until final settlement of any claims under this contract. 4.5 PERFORMANCE EVALUATION MEETINGS. The Contracting Officer may require the contractor s Contract Manager (reference above) to meet with appropriate government personnel as deemed necessary. The contractor may request a meeting with the Contracting Officer as he/she believes is warranted. Written minutes, prepared by the Contracting Officer or his/her representative, of any such meetings shall be recorded in the contract and signed by the Contract Officer or the Contract Manager. If the contractor does not concur with any portion of the minutes, such non-concurrence shall be provided in writing to the Contracting Officer within ten (10) calendar days following receipt of the minutes. 4.6 CONFERENCE/MEETING MINUTES. The contractor shall prepare and submit the minutes from all conferences and meetings required by the terms of this contract. Conference and Meeting minutes shall include, but are not limited to, the following: purpose and objective; location; summary of discussions; summary of decisions or agreements reached; resultant action items; and, a list of attendees (by name, rank, position, or title, and activity represented). The contractor shall publish and distribute the minutes to each attendee and to the Chief QAE within five (5) business days of the conference/meeting. 4.7 GOVERNMENT RIGHTS TO DELIVERABLES. The government shall have unlimited rights to any and all items delivered under this contract. These unlimited rights apply as soon as the government explicitly or constructively accepts the delivered item. 4.8 MASTER FILES. At the completion of this contract, the contractor shall provide the Government with the Master Files for all products developed under this contract, including those produced in conjunction with, but not specifically requested for delivery by the requirements of the contract (i.e. ISD Management Plan requirements). The Government may request access to any Master File materials at any time during the performance of this contract. In this regard, upon request, the contractor shall deliver the Master File item to the Government within 10 calendar days. Once delivered, the government obtains unlimited rights to the item. This provision in no way restricts the government s unlimited rights to all deliverables as outlined in paragraph 4.7 of this SOW. 4.9 DEFENSE INSTRUCTIONAL TECHNOLOGY INFORMATION SYSTEMS (DITIS). The contractor shall report all Interactive Courseware (ICW) produced to the DITIS for inclusion, or Updated 11 February

16 waiver of inclusion, into the DOD ICW inventory in accordance with Department of Defense Instruction (DODI) HOURS OF OPERATION. Academic instruction will normally be scheduled between 8:00AM to 5:00PM, Monday through Friday exclusive of Federal legal holidays (listed below). Training may occasionally be required outside normal scheduled times. Operating hours may be adjusted (i.e., shifted) by the Site PC when necessary to support operational or training requirements. If weekend training or training outside normal scheduled times is required or operating hours are adjusted, the site PC will provide notification to the contractor a minimum of 48-hours in advance for weekends, and 12 hours for normally scheduled workdays. Operations outside normal scheduled times shall be accomplished by the contractor at no additional cost to the Government Federal Legal Holidays. The following Federal legal holidays are observed under this contract: (1) New Year's Day... 1 January (2) Martin Luther King's Birthday... Third Monday in January (3) President's Day... Third Monday in February (4) Memorial Day... Last Monday in May (5) Independence Day... 4 July (6) Labor Day... First Monday in September (7) Columbus Day... Second Monday in October (8) Veterans Day November (9) Thanksgiving Day... Fourth Thursday in November (10) Christmas Day December NOTE: If any of the above Federal legal holidays fall on a Saturday then it will be observed on the preceding Friday. Likewise, if any of the above Federal legal holidays fall on a Sunday then it will be observed on the following Monday GENERAL DEFINITIONS: Contract Deliverables. Materials delivered by the contractor in the performance of this contract, all of which become property of the government. Examples of contract deliverables include all courseware and separate works comprising the courseware Defective Service. A service output that does not meet the standard of performance specified in this contract for that particular service Performance Measure. The point that divides acceptable and unacceptable performance of a task according to the Service Delivery Summary (Section 2 of this SOW) and the Inspection of Services contract clause. It is the specific standard required to achieve successful performance Periodic Surveillance. A surveillance method where samples of service output are selected on other than a one hundred percent (100%) or statistically random basis Quality Assurance (QA). A planned and systematic pattern of all actions necessary to provide confidence that adequate technical requirements are established, products and services conform to established technical requirements, and satisfactory performance is achieved. For purposes of this contract, QA refers to actions performed by the Government Quality Assurance Evaluator (QAE). A functionally qualified person who performs quality assurance functions for a contracted service. For the purpose of this contract, the Chief Updated 11 February

17 QAE will be located at Headquarters Air Combat Command Training Support Squadron (HQ ACC/TRSS), Langley Air Force Base, VA. MAJCOM QAEs will be located at the Headquarters of every other participating MAJCOM Quality Control. Those actions taken by a contractor to control the production of outputs to ensure that they conform to the contract requirements TECHNICAL DEFINITIONS: Acceptance (of deliverable items). Acceptance applies to new contract deliverables. Acceptance means the Government has approved the new deliverable for delivery (refer to "Delivery") Approval (of courseware revisions). Approval applies to the revision of a previously accepted courseware item. The Government will submit a request for courseware revision to the contractor. The contractor shall revise the courseware in accordance with the request and send the revised courseware to the Government. Contractor's compliance, and the Government's concurrence with the incorporated requested revision of the courseware, constitutes approval Class. A group of students being trained under a formal training syllabus Computer Assisted Instruction (CAI). Instruction in which students interact with a computer through a variety of interactive instructional modes such as drill-and-practice, tutorial, dialogue, and simulations Computer Based Training (CBT). Training in which computers are used for both training delivery and training management. The management functions often include scheduling, lesson selection, score keeping, and quality of student responses. CBT is an inclusive term used to describe interactive instruction delivered by using a computer. CBT includes Computer Based Instruction (CBI) and/or Computer Managed Instruction (refer to AFH , Volume 5). ACC CBI Training System (CBITS) is an example of the hardware part of the ACC CBT system Corrections. Changes to new and revised courseware after contractor submission and prior to Government acceptance are corrections. The Government will submit a request for courseware correction to the contractor. The contractor shall correct the courseware in accordance with the request and resubmit the corrected courseware to the Government Defense Instructional Technology Information System (DITIS). Refer to Section 4, paragraph 4.9 for the specific tasks associated with the DITIS (more specifically, the DOD Interactive Courseware (ICW) inventory) Delivery. For the purpose of this SOW, a courseware item is "delivered" when the Government has accepted the item. Items presented to the Government for acceptance which are subsequently rejected and returned to the contractor for correction(s) will not be considered as delivered to the Government (refer to "Acceptance", "Corrections", and "Rejection") Instructional Systems Development (ISD). A deliberate and orderly, but flexible, process for planning, developing, implementing, and managing instructional systems. ISD ensures that personnel are taught in a cost-efficient way the skills, knowledge, and attitudes essential for successful job performance. The updated model of ISD that is currently in use under this contract is defined in AFM and AFH , Volume Instructor Certification. Certification involves the evaluation and documentation of an instructor's ability to instruct. This ability is independent of the subject matter taught during the certification presentation. An instructor shall be certified as an academic instructor to teach academic events. Updated 11 February

18 Instructor Qualification. Qualification, leading to certification, involves the evaluation of an instructor's knowledge of the subject matter and their ability to instruct a specific academic lesson Interactive Courseware (ICW). Computer-controlled training designed to allow the student to interact with the learning environment through input devices, such as, keyboards and light pens. The student s decisions and inputs to the computer determine the level, order, and pace of instructional delivery; and forms of visual and aural outputs. ICW is the software (lesson) part of CBT that provides an active process in which the student responds (provides input) to the presented material, then the program acts on the input (branches) to present more material appropriate to the input. ICW for ACC is designed to run on the ACC Computer Based Instructional Training System (CBITS) system Minor Courseware Revision. A minor revision does not involve changes in learning objectives, could be accomplished using pen and ink changes or minor computer editing, and should take less than four hours of work per hour of lesson. Work per hour of lesson includes the time required to research the document that caused the change Mission/Event Details. All information required to revise or develop lesson plans. This includes objective, materials needed, event prerequisites, briefing items, initial conditions, event conduct, and debriefing guidance Review. A review of courseware materials used to support formal training requirements. The review ensures that the courseware complies with command guidance and is consistent with applicable lesson plans and syllabi Rejection (of deliverable items). Rejection applies to new contract deliverables. Rejection means the Government has not accepted the new deliverable for delivery (refer to "Delivery"), or has not approved a revision. The rejected item is returned to the contractor Revisions. Changes to courseware after Government acceptance. Revisions are part of updating and improving courseware. Revisions ensure that technical accuracy and instructional validity are maintained Scenario. A logical and realistic presentation of event objectives and specific event tasks required by the formal training syllabus in corresponding event lesson plans Simulator. Refer to "Training Device" Student. An aircrew member being trained under a formal training syllabus Subject Matter Expert (SME). A SME is an individual who is the expert on a particular system or lesson, has thorough knowledge of a job, duties, tasks, or a particular topic. This degree of expertise qualifies that person to assist in the training development process (e.g., to consult, review, analyze, advise, and/or critique). As such, a SME is expected to maintain a high-level of knowledge and skill in the performance of a job, duties, tasks, or a particular topic Syllabus. A document that contains a complete outline of training events for a specific CRM training course Training Device. An item of training equipment designed to allow a student to practice tasks or procedures applicable to a specific weapon or support system. It may include actual or simulated components, or a combination of both, to portray the system or equipment it represents. Updated 11 February

19 4.13 Performance of Services During Crisis Declared by the National Command Authority or Overseas Combatant Commander. None Post-Award Conference. A post-award conference will be conducted between the government and successful offeror approximately 15 days after notification of award of this contract. The successful offeror will be notified of the exact time and location at award Foreign Performance Requirements. The contractor shall be responsible for satisfying any host nation requirements of any foreign country wherein services under this contract are performed Contract Instructor Security Clearances. Even though all CRM courseware will be developed and taught at the unclassified level, the Government has determined that there could be benefits into having some CRM contract instructors obtain a security clearance. The contract instructors could be granted access to classified briefing rooms or simulator training areas and would be able to observe and provide feedback to aircrews in their CRM mission effectiveness. Security clearances will be worked on a case by case basis when in the best interest of the Government and the applicable unit. Updated 11 February

20 APPENDIX 1 GENERAL INFORMATION: The following workload estimates represent the maximum number of students that may be taught by the contractor on a PER YEAR basis. The contractor will not be expected to teach any more students than those identified herein. On the other hand, within the workload ceilings these figures represent, the contractor s training schedule must be able to accommodate changes in student availability and site personnel fluctuations for specific classes. CAF FORCES - ASSIGNED WORKLOAD 1.0 AIR COMBAT COMMAND Continuation (CT) and Instructor (Inst.) Training The figures presented herein for CT training were calculated by taking the estimated total number of personnel which need to be trained in a two-year cycle and dividing by two to get the average number of personnel requiring CT training per year. Persons requiring CT training are identified as any pilot, weapon system officer, flight engineer, air battle manager, mission crew officer and enlisted specialist assigned flight duties on a USAF weapon system. This also includes aircrew contract instructors and flight surgeon personnel. Instructor personnel identified represent the approximate number of personnel requiring training per year and not the total number of instructors per location. The actual number of personnel trained per year may vary depending on the contractors proposed training schedule as long as all required personnel receive the CT course within the mandated two year cycle. This information also applies to the figures presented in Sections 2.0, 3.0, and 4.0. For planning purposes only, class sizes for CT training should be a minimum of 8 students and a maximum of 20. Units with a low number of students to be trained per year should be allowed class sizes of less than 8 (especially for overseas locations). Most instructor class sizes will have less than 8 students per class (especially for fighter and bomber classes). Units with a higher number of personnel will have larger Instructor class sizes. The contractor will coordinate all class schedules with units to optimize training opportunities. 1.1 BOMBERS MDS CT INST. Dyess AFB TX B Ellsworth AFB SD B Whiteman AFB MO B Barksdale AFB LA B-52H Minot AFB ND B-52H Bomber Total Updated 11 February