Cost and Software Data Reporting Training

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Cost and Software Data ReportingTraining

• Program Plan Module

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Program Plan Topics

• What is a program CSDR plan?
• Who is responsible in the creation of the program
  plan and who participates?
• Program plan timeline
• Program CSDR plan preparation

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CSDR Plans
C4.1.2 CSDR Plans The key documents in the
planning process are the program and contract
CSDR plans that ultimately reflect the approved
CSDR data requirements for an individual
acquisition program. DD Form 2794, Cost and
Software Data Reporting Plan, referred to as the
CSDR Plan, specifies the WBS elements, the
specific collection of CCDR and SRDR data by
program or contract, reporting frequency, and
other supporting material such as the RDT, the
PAM, and technical characteristics. The two types
of reporting plans are program CSDR plans and
contract (including subcontract) CSDR plans..
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CSDR Plans Summary

• One Program CSDR Plan (per acquisition phase)
  results in one or more Contract CSDR Plans which
  results in several CCDRs and potentially several
  SRDRs

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Program CSDR Plan - Components
DD Form 2794 PROGRAM PLAN
1 - META DATA
2 - PROGRAM WBS
3 - SUMMARY OF REPORTING REQUIREMENTS
4 SUMMARY OF SUBMISSION EVENTS PROGRAM
OVERVIEW
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Who is Responsible?
C3.2. OSD CAIG Chair Responsibilities The OSD
CAIG Chair is responsible for establishing CSDR
procedures and processing requirements for
administering all ACAT IA, IC, and ID programs
(see Reference (b)). In this capacity the OSD
CAIG Chair shall approve all ACAT IA, IC, and ID
program CSDR plans before major milestone reviews
and contract CSDR plans as follows C3.2.1.
Before issuing a solicitation (draft or final) to
industry. C3.2.2. Before contract award if there
are changes. C3.2.3. After contract award if
there are any subsequent changes. C3.4. DoD PM
Responsibilities The DoD PM shall prepare and
obtain OSD CAIG Chair approval for program and
contract CSDR Plans, place approved CSDR Plan
requirements on contract, and ensure that
contractors comply with the CSDR contractual
provisions. C3.5. CWIPT Responsibilities Begin
planning for CSDR at least 12 months before the
OIPT milestone review or with enough lead time to
adequately develop the solicitation or RFP to
industry.
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Program Plan Timeline
PM/CWIPT submit draft Program and Contract CSDR
plans, WBS dictionaries, and SRDR Initial
Government Report
PM/CWIPT submits final CSDR plans and SRDR
Initial Government Report
DCARC reviews draft CSDR plans and adjudicates
DAB Program Review/ Milestone Approval
OSD CAIG meeting
OIPT meeting
Award Contract
1
2
3
4
5
6
7
-166
-45
-21
0
14
-180
The DoD PM shall
-60 to RFP
-46 to RFP
RFP
A
B
C
Formally establish the CWIPT, with all the
appropriate CSDR stakeholders, at least 12 months
before the Overarching Integrated Product Team
(OIPT) milestone review or with significant lead
time to adequately develop any solicitations or
requests for proposals (RFPs) to industry.
PM issues Solicitation with OSD CAIG
Chair-approved Contract CSDR plan and RFP language
PM/CWIPT submit draft/final Contract CSDR plan
and RFP language for OSD CAIG Chair approval
OSD CAIG Chair approves draft/final Contract CSDR
plan and RFP language
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Who Participates?

CAIG

Government PM

Establish overall policy

Primary working level
responsibility for the Program

Approve program plans
Plan

Authorize waivers

Participate in the CWIPT

CWIPT

DCARC

Identify cost analysis

Administer the CSDR
requirements for programs and
system for ACAT ID and IC
programs
contracts, and advise the PM
Industry
Service Cost Centers



No direct responsibility for

Participate in the CWIPT
Program Plan unless

Review all ACAT IC and ID
LRIP/Production and sole
CSDR Plans
source
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CSDR Plans Use DD Form 2794

• All CSDR plans use DD Form 2794
• Program CSDR Plans
• Contract CSDR Plans
• Program CSDR Plans summarize the overall data
  reporting requirements for the entire program by
  acquisition phase
• All report types
• All report due dates
• All prime contractors and all direct-reporting
  subcontractors
• Contract (and Subcontract) CSDR Plans summarize
  the data reporting requirements for a specific
  contractors effort

There are three acquisition phases System
Development Demonstration (SDD), Low-Rate
Initial Production (LRIP), and Full-Rate
Production (FRP)
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DD Form 2794 Front Page
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DD Form 2794 - Back Page
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How to Complete the Program Plan

• Detailed cell by cell instructions are available
  at the DCARC website under Planning Forms and
  Instructions
• Please read them before submitting your plans

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Program CSDR Planning Package
Program CSDR Plan (DD 2794)

• Supporting Documents
• Cost Working Integrated Product Team (CWIPT)
  composition
• Cost Analysis Requirements Description (most
  recent)
• Program Plan Resource Distribution Table (RDT)
• Program Plan Project Applicability Matrix (PAM)
  (if applicable)
• Program Plan WBS Dictionary
• Integrated Master Schedule or other authoritative
  schedule
• Selected Acquisition Report (SAR) or other
  authoritative funding document cited

Prepared by PM

Program CSDR Planning Package
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Program CSDR Plan - Summary

• The program plan is a government document which
  summarizes all CSDR requirements for an
  acquisition phase of a given program
• Program plans are not placed on contract and no
  data is submitted directly against them
• The program plan WBS is at a relatively high
  level (typically only to level 3)
• The PM has primary responsibility for submission
  of the program plan to the DCARC and it must be
  submitted at least 60 days prior to RFP release

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How to Submit Your Plans

• All CSDR plan development is accomplished in a
  web-based collaborative environment called
  eRooms
• eRooms allows posting of files, revisions, and
  comments, all accessible to the CWIPT
• All plans must be posted to eRooms

Accessible via the DCARC website at
http//dcarc.pae.osd.mil/
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Revisions to CSDR Plans

• The Program CSDR Plan is a living document
• Updates are required if
• the WBS changes
• the program restructures
• submissions are added or deleted
• To-Be-Determined entries become known
• Updates are not required if
• a submission date is changed, but DCARC must be
  notified via email

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Questions / Discussion / Review

• We just covered
• What is a program CSDR plan?
• Who is responsible in the creation of the program
  plan and who participates?
• Program plan timeline
• Program CSDR plan preparation

• Questions?

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• Module 6 Program CSDR Plans
• Questions

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Program CSDR Plans Questions

• The Program Plan WBS is _____-oriented always
  use MIL-HDBK-_____ for your WBS.
• Program Plans are the responsibility of the
  ____________.
• Program Plans are approved by the __________.
• A Program Plan includes submission information
  for
• Forthcoming prime contracts, or
• Forthcoming prime and related sub-contracts, or
• All prime and sub-contracts, including options,
  within the Program Plan phase, or
• Only signed contracts.
• The draft Program Plan is due to the DCARC ___
  days before the Program Manager issues a
  solicitation.

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DD 2794 Data Elements
Backups
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1 - Metadata (Items 1-9)
Enter 1a. Program MDAP Name 1b. Prime Mission
Product 1c. Milestone Milestone Check the
appropriate milestone 2. MIL-HDBK-881A Appendix
Used 3. Submission Type Check Initial or Change
as appropriate 4. Current Submission Date
(YYYYMMDD) 5. Last Approved Plan Date
(YYYYMMDD) 6a. POC Name and Address 6b. Telephone
Number 6c. Fax Number 6d. E-Mail Address 7. Plan
Type Check Program 8. Preparing
Organization 9. Approved Plan Number Leave
blank this item is completed by the DCARC
Front page
Note When preparing a DD Form 2794, please see
Instructions for Completing DD Form 2794, Cost
and Software Data Reporting (CSDR) Plan,
Checklist for Evaluation of CSDR Plans, and
DCARC Procedures for Evaluation of CSDR Plans
for assistance
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2 Program WBS (Items 10a 12b)
10a. WBS Element Code Program Enter a WBS
Element Code for the Program CSDR Plan Use the
following suggested scheme Level 1
1.0 Level 2 1.1 Level 3 1.1.1 10b.
WBS Element Code Contract No entry required,
leave blank 11. WBS Reporting Elements Insert
WBS titles from the appropriate Appendix of
MIL-HDBK-881A (See Module 3, Work Breakdown
Structure) 12a. Contractor Name Enter Refer to
RDT 12b. Contract Number No entry required,
leave blank
Front page
Note When preparing a DD Form 2794, please see
Instructions for Completing DD Form 2794, Cost
and Software Data Reporting (CSDR) Plan,
Checklist for Evaluation of CSDR Plans, and
DCARC Procedures for Evaluation of CSDR Plans
for assistance
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3 - Reports Required (Items 13a-13e)
Enter an X or an N/A according to the
following guidance X Applicable reporting
is required N/A Not applicable costs are not
expected 13a. CWBS Dictionary X required for
all elements 13b. DD 1921 (CDSR) X required
for all applicable elements and all common
elements (N/A for others) 13c. DD 1921-1
(FCHR) X required only for elements identified
by the CWIPT as requiring hours and direct /
indirect data 13d. DD 1921-2 (PCR) X required
only for elements identified by the CWIPT 13e.
SRDR Formats X required only for elements
identified as including software development
implicitly, an SRDR dictionary will be required
Front page
Note When preparing a DD Form 2794, please see
Instructions for Completing DD Form 2794, Cost
and Software Data Reporting (CSDR) Plan,
Checklist for Evaluation of CSDR Plans, and
DCARC Procedures for Evaluation of CSDR Plans
for assistance
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4 CSDR Submission Dates (Items 14a 14e)

• Enter for all Prime Contractor and/or by
  direct-reporting Subcontractor
• 14 a. Submission enter the sequential number of
  each report, beginning with 1
• 14b. Forms enter the DD Forms or dictionaries
  included in the submission, i.e., the CWBS
  dictionary, DD Forms 1921, 1921-1, 1921-2, and
  SRDR submissions and dictionaries
• 14c. Event enter a specific event or time period
• 14d. As Of Date enter the planned cutoff date
  from the contractors accounting system
• 14e. Due Date enter the planned due date for the
  submissions identified in 14b.

Back page
Guidance for selecting the As of Date and the
Due Date Two options are shown
Or
Note When preparing a DD Form 2794, please see
Instructions for Completing DD Form 2794, Cost
and Software Data Reporting (CSDR) Plan,
Checklist for Evaluation of CSDR Plans, and
DCARC Procedures for Evaluation of CSDR Plans
for assistance
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5 CSDR Submission Dates (Item 15)

• Enter
• Program Overview See CARD, Section 1.0, System
  Overview
• Contracting Approach See CARD, Section 8.0,
  Acquisition Plan and/or Strategy
• Quantity Overview See CARD, Section 4.0,
  Quantity Requirements

Back page
Note When preparing a DD Form 2794, please see
Instructions for Completing DD Form 2794, Cost
and Software Data Reporting (CSDR) Plan,
Checklist for Evaluation of CSDR Plans, and
DCARC Procedures for Evaluation of CSDR Plans
for assistance