Jb_Att_7_PESS_II_NF533M.pdf

NASA Form 533M 04/16 (3.3) PREVIOUS EDITIONS ARE OBSOLETE NRRS 5/1a

Instructions for Completing the Monthly Contractor Financial Management Report

General - Paragraph references below are to the current edition of NPR 9501.2, which includes additional instructions for completing NASA Form 533 (NF 533) reports. Copies of the NPR are available from the NASA Contracting Officer, at http://nodis3.gsfc.nasa.gov/lib_docs.cfm?range=9%5B0,1,2,3,4,5,6,7%5D or the Superintendent of Documents, Government Printing Office. Washington, DC 20401. All data entered shall be as of the report date, unless stated otherwise below.

Forms - Forms will be obtained from the NASA Contracting Officer or http://server-mpo arc.nasa.gov/Services/NEFS/ by entering the NASA form number 533. Electronic reporting is preferred for transmitting data.

Security Classification - If information in the report is classified, appropriate security classification shall be given the report (par. 1.8).

Submission - The NF 533M is due not later than 10 working days following the close of the contractor's monthly accounting period, unless otherwise specified in the contract (par. 3.3). For initial reports and other related items of significance, seepar 3.2 and the contract. The addressees and number of copies to be submitted will be specified by the contract or administrative instruction.

Amounts - Report whole dollars and hours (may be rounded to the nearest hundred or thousand dollars or tenths of thousands of hours, if directed by the NASA Contracting Officer, e g., $32,600 as $33, or 462 hours as .5).

Form Preparation - Complete the form as follows:

To - Enter full name and address of the NASA Center and NASA Contracting Officer or other designated recipi From - Enter full name and address of the contractor and, if applicable, the contractor's subordinate organization performing the contract.

1. Description of Contract

a. Type - Cost-Plus-Fixed-Fee, Cost-Plus-Incentive-Fee, etc.

b. Contract No. and Latest Definitized Modification No. - Enter complete letter or contract s mbol, number, and number of latest definitized modification.

c. Scope of Work - Enter a brief description of the contract effort. Identify the service, project tem subsystem and, where hardware is concerned, the quantity being procured or proposed.

d. Authorized Contractor Representative (Signature) and Date - the authorized contractor repre ative sha sign and date the summary page to reflect approval.

2. Report for Month Ending and Number of Working Days - Enter the ending e of the contractor's ac nting month and the number of working days for that accounting month.

3. Contract Value - Enter the total definitized cost (a) and fee (b) of all currently horize to be performe under the contract. Include dollar amounts through the latest definitized modific n as noted ove.

For fixed price incentive contracts, enter the negotiated target cost and fee. For c -plus-ince e acts, enter the negotiated estimated cost and fee.

4. Fund Limitation - Enter the amount of total funds obligated and latest correspondi co ct modification number.

5. Billing

a. Invoice Amts. Billed - Enter the total amount of invoic lled against the contract a latest invoice number.

b. Total Pyts. Rec'd. - Enter the total amount of payme received for the contract.

6. Reporting Category - Enter captions of reporting ca ories specified i tract (p 2 5.5).

7. Cost Incurred/Hours Worked - Cost and hour data be reporte e cate es spe ied in the contract.

a. Actual During Month - Enter the total actual cost inc d/h rked for the counting month being reported (block 2).

b. & d. Planned - Enter the planned cost for the month being reported in column and cumulative to date in column 7d. The planned cost is obtained from the time-phased baseline pla hich includes the original contract value plus authorized changes. Identify the baseline p used ate and revision number at the bottom of the report.

c. Actual Cum. to Date - Enter the cumulative actual cost incurred/hours worked. Where the cumulative data reported in this column is only for the current "schedule" or option, the report summary shall show the total cumulative cost for each of all previous "schedules" or options and the total cumulative contract cost from inception.

8. Estimated Cost/Hours to Complete - E r current estimates for performing authorized work included in the most recently executed contract modificati plus additional authorized work (directions to proceed) for which execution of modifications is pending. The e ates will be for lanning purposes only and not be binding on the contractor or NASA.

a. Show the most current estim for the next m h.

b. Show the most current estimat the mo (or other appropriate period) following the month reported in column 8.a as directed by the NA Co cting Officer.

c. Enter cost/hour data for the balance e contract not in ng columns 8a and 8b. Where amounts reported in this column represent work which wi eed one fi year, a breakdown by fiscal year may be required.

9. Estimated Final Cost/Hours

a. Contracto timate - Enter the total estimat ours for completion of the contracted effort (this will equal the sum of c mns 7c, 8a, 8b, and 8c).

b. Contract Value ter the distribution of the Contract Value to the reporting categories. The total of this column shall gree with b 3, described above ignificant differences between columns 9a and 9b shall be the "Co ctor Narrative arks."

10 nfilled O s Outsta g - As d ed by the NASA Contracting Officer, enter the total of unfilled orders outstanding . 3.3 2.4d.)

Contractor Na tive Remarks - Narrative arks on significant items materially affecting historical or projected cost or performance shall com y each monthly report (e.g., see item 9b above and par. 3 6).

2. a reconciliation from the original to the present contract value as reported in block 3. A sample format app in the instructions on the back of NF 533Q and par. 3.6 5.

3. The N Contracting Officer may require changes authorized but not finalized be further subdivided as:

a. Chang egotiated but not definitized

b. Changes nding negotiation

Changes pending estimation

4. d y effects of new change orders as set forth in par. 3.6.6 and Figure A below.

Subdivision of Work Change Order Number

Total

Figure A

PRA Burden Statement This information collection meets the requirements of 44 U.S.C. § 3507, as amended by section 2 of the Paperwork Reduction Act of 1995. You do not need to answer these questions unless we display a valid Office of Management and Budget (OMB) control number. The OMB control number for this collection is 2700-0003 and expires on 03/31/2019. We estimate that it will take 9 hours to read the instructions, gather the facts, and answer the questions.

Send only comments relating to our time estimate to: shelley.j.meredith@nasa.gov

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