Module 9: Contracting Module 1
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Module 9: Contracting Module 1

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Module 9: Contracting Module 1 Module 9: Contracting Module 1 Presentation Transcript

  • Cost and Software Data Reporting Training Contracting Module
  • Contracting Topics
    • CSDR requirements in the Request for Proposal (RFP) process
    • Completion of CDRLs and contract documentation
    • Timeline for post contract award actions
  • Planning and Contract Process CAIG Approved Program Plan (Module 5) Revised Contract Plan RFP Contract RDT (Module 4) Initial Contract Plan (Module 6) Contractor/Government Negotiation We are here
  • Request for Proposal Process
    • PM submits draft CSDR plans, RFP/SOW language, and CDRLs to DCARC 60 days prior to RFP
    • CWIPT finalizes “RFP version” of CSDR plan and receives CAIG-approval
    • RFP released to industry, including the Government-proposed contract CSDR Plan:
      • Formalizes the Government’s requirement for cost data and the WBS framework
      • Provides the contractor with an opportunity to respond to the requirement with proposed revisions
      • Opens discussions between the Government and the contractor to resolve contractor issues or suggested changes to the contract CSDR Plan
      • Informs industry of CSDR requirements for subcontractors
  • Contractor Response to the RFP
    • Contractor response to the RFP may include proposed changes to the contract CSDR Plan WBS if the changes improve reporting accuracy, consistency, and relevancy
      • Note: Proposed changes to the CAIG Chair-approved contract CSDR plan are subject to negotiation with the Government and to approval by the CAIG Chair
    • Contractor’s response to the RFP must include contractor’s cost estimates using the approved contract CSDR Plan WBS submitted on:
      • DD Form 1921
      • DD Form 1921-1
  • Contracting Process
    • Cost reporting requirements become contractual obligations by incorporating the following items in the awarded contract:
      • Language in the Statement of Work (SOW)
      • Contract Data Requirements List (CDRLs)
      • Contract Attachments
  • 1 - Statement of Work
    • The SOW should include language that describes the cost reporting requirement
    • See the next slide for suggested SOW language
    • To download this language, visit the DCARC web site at http://dcarc.pae.osd.mil/
  • Suggested SOW language
  • 2 - Contract Data Requirements List “ C4.1.3.3. Approved Contract CSDR Plan. The final approved contract CSDR plan shall be included in the contract deliverables by incorporating CDRLs that identify specific CCDR and SRDR requirements for development and production contracts… C4.1.3.3.1. In the case of CCD reports, a separate CDRL is prepared for each of the three CCD reports and the CWBS….Contractors shall be required to submit the final CWBS and CWBS dictionary within 60 days of the contractually required post award CSDR conference or, in the absence of a conference, within 60 days of contract award or contract modification. C4.1.3.3.2. In the case of SRDR, one CDRL shall be prepared for each of the SRD reports, the Initial Developer Report and the Final Developer Reports….” Examples of CDRLs for DD Forms 1921, 1921-1, 1921-2, CWBS, and SRDR Initial and Final Developer Reports, can be found at the DCARC Web site, http://dcarc.pae.osd.mil.
  • 2 - Contract Data Requirements List
    • Within the contract, the CDRLs are cited three times
      • Section B (Supplies / Services)
      • Section C (Description / Specs)
      • The contract statement of work where they are referenced as attachments
    • One form is required for each data item
      • “ Cost Data Summary Report” (DD Form 1921)
      • “ Functional Cost-Hour Report” (DD Form 1921-1)
      • “ Progress Curve Report” (DD Form 1921-2)
      • “ Contract Work Breakdown Structure (CWBS)”
      • “ Software Resources Data Reporting: Initial Developer Report and Data Dictionary”
      • “ Software Resources Data Reporting: Final Developer Report and Data Dictionary”
  • 2 - Contract Data Requirements List 1 - Descriptive information including Data Item Title, DID reference, Contract Number, CLIN, etc. 3 - Remarks section – provides guidance references, contract plan reference, special reporting requirements, etc. 2 - Distribution Requirements
  • 2 - Contract Data Requirements List Suggested Language: Prepare Blocks 10 through 13 in accordance with the OSD CAIG Chair-approved Cost and Software Data Reporting (CSDR) Plan provisions, the WBS Data Dictionary, and the CSDR Manual (DoD 5000.04-M-1). The CSDR Plan is included as contract attachment 1. The CSDR Manual is available from the Defense Cost and Resource Center (DCARC) Web site at http://dcarc.pae.osd.mil. Prepare CCDR data in electronic format in accordance with the detailed instructions contained in Data Item Description DI-FNCL-81565 (most recently approved version). All CCDR-related forms must be electronically forwarded to the DCARC Web site at http://dcarc.pae.osd.mil. Prime contractors are responsible for flowing down CCDR requirements contained in their prime contracts to all subcontractors who meet the reporting thresholds. This includes requiring subcontractors to electronically report directly to the DCARC.
  • 3 - Contract Attachments
    • The contract CSDR Plan, approved by the CAIG Chairman, is included with the contract as an attachment
    • This contract attachment is referenced in the cost reporting CDRL items
    • If there are subcontract CSDR plans, these must also be placed on contract as attachments with the prime contractor to flow down to the subcontractor(s)
    • Post award conference
    • Copies of CDRLs provided to the DCARC
    • CWBS dictionary and SRDR Initial Developer Report provided to DCARC
    • Initial CCDRs provided to DCARC
    • Copies of subcontractor CDRLs provided to DCARC
    Post Contract Award Timeline & Activities PM forwards CDRLs to DCARC +30 Contractor submits WBS dictionary and SRDR Initial Developer Report +60 Contractors submits initial CCDRs to DCARC +180 CSDR post-award conference (if sole-source) Award Contract Subcontract award CSDR post-award conference (if competitive award) 2 3 4 1B 1A Prime contractor forwards subcontractor CDRLs to PM PM forwards subcontractor CDRLs to DCARC 0 0 +30 +45 5
  • CSDR Post-Award Conference
    • Attendees include representatives from the PM, CWIPT, contractor, DCAA, and DCMA
    • Purpose:
      • For the contractor to understand what data the Government needs
      • For the Government to understand any issues that will prevent the contractor from providing that data
    • Goals:
      • Set expectations for all CSDR submissions
      • Identify any potential issues early
      • Document agreements relative to items such as recurring/nonrecurring definitions, reporting of quantities, deviations due to disclosure statements, etc.
  • Questions / Discussion / Review
    • We just covered…
      • CSDR requirements in the Request for Proposal (RFP) process
      • Completion of CDRLs and contract documentation
      • Timeline for post contract award actions
    Questions?
    • Module 9: Contracting
    • Questions
  • Contracting Questions
    • The __________ should always be included in the RFP.
      • RDT
      • Initial Contract CSDR Plan
      • Cost Analysis Requirements Description
    • The contractor’s response to the RFP should include which of the following?
      • Proposed revised Program CSDR Plan
      • Proposal cost estimates using DD Forms 1921 and 1921-1 and the CAIG Chair-approved WBS
      • Revised RDT detailing the proposed contractor/subcontractor relationships
      • None of the above
    • Cost reporting requirements become contractual obligations by incorporating which of the following into the contract?
      • Language in the Statement of Work
      • Contract Data Requirements List (CDRL)
      • Contract Attachments
      • All of the above
    • Contractors are responsible for flowing-down CCDR requirements contained in their prime contracts to all subcontractors who meet reporting thresholds. T or F ?