Att 5 CSDR Plan 20231128.pdf

11-28-2023

MEMORANDUM

From: Cost Director of the Naval Cost Division (NCD) To: Program Executive Officer

Subj: NON-ACAT I COST AND SOFTWARE DATA REPORTING (CSDR)

Encl: (1) Approved NON-ACAT I CSDR Plan (DD Form 2794)

1. Section 842 of the National Defense Authorization Act (NDAA) for Fiscal Year (FY) 2017, Public Law 114-328, amended section 2334 of title 10, United States Code (section 2334), requires that the Director of Cost Assessment and Program Evaluation (CAPE), develop policies, procedures, guidance, and a collection method to ensure that quality acquisition cost data are collected to facilitate cost estimation and comparison across acquisition programs. CAPE has delegated CSDR plan approval to the respective MILDEP Cost Center.

2. The dollar thresholds governing the application of CSDRs at the program level is the National Defense Authorization Act (NDAA) for Fiscal Year (FY) 2017 and at the individual contract and subcontract levels (contingent upon threshold) is the DoDI 5000.73, Cost Analysis Guidance and Procedures. The most recently approved versions of these documents must be used for this contract.

3. The DoD Manual 5000.04, Cost and Software Data Reporting (CSDR) governs the application of the CSDR requirements. Each CSDR requirement designated on the approved CSDR Plan (DD 2794) must be prepared in accordance with the most recently approved Data Item Description (DID).

4. Any questions relating to the attached CSDR Plan, by direction, should be sent to Tony Pignone, FMB-6/NCD, at (703) 692-7574, or anthony.pignone3.civ@us.navy.mil.

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COST AND SOFTWARE DATA REPORTING PLAN OMB No. 0704-0188

The public reporting burden for this collection of information is estimated to average 8 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing the burden, to Department of Defense, Executive Services Directorate (0704-0188). Respondents should be aware that notwithstanding any other provision of law, no person shall be subject to any penalty for failing to comply with a collection of information if it does not display a currently valid OMB control number.

PLEASE DO NOT RETURN YOUR COMPLETED FORM TO THE ABOVE ORGANIZATION.

1a. PROGRAM NAME

C/KC-130T Transport Aircraft

1b. PHASE/MILESTONE (check all that apply) Pre-A A B

C-LRIP

C-FRP

X O&S

1c. PRIME MISSION PRODUCT

Power Section Engine Module Upgrade to T56-A-16A (Series 3.5)

1d. ACQUISITION CATEGORY (ACAT) Pre-ACAT

ACAT I (MDAP)

ACAT IA (MAIS)

ACAT II

ACAT III

X Other

2. COMMODITY TYPE

Aircraft System

3. PLAN ITERATION TYPE

X INITIAL

REVISION

4. CURRENT SUBMISSION DATE (YYYYMMDD)

20231102

5. LAST APPROVED PLAN DATE (YYYYMMDD)

6a. GOVERNMENT PLAN POINT OF CONTACT (POC) NAME (Last, First, M.)

Fokuo, Aristotle K

6b. ADDRESS (Include ZIP Code)

22300 Exploration Drive, Suite 100, Lexington Park, MD 20653

6c. TELEPHONE NUMBER (Include Area Code)

(240) 895-8786

6d. E-MAIL ADDRESS aristotle.k.fokuo.civ@us.navy.mil

7. PLAN TYPE

GOVERNMENT

X CONTRACT (PRIME)

CONTRACT (SUB)

8. PLAN GOVERNMENT PREPARING ORGANIZATION

NAVAIR Cost and Schedule Analysis

9a. CONTRACTOR NAME/ADDRESS

i. REPORTING ORGANIZATION NAME

TBD (Source Selection)

ii. DIVISION NAME

TBD (Source Selection)

iii. LOCATION

TBD (Source Selection)

iv. CONTRACTOR BUSINESS DATA REPORT (CBDR 1921-3) REQUIREMENT:

X CBDR REQUIRED FOR THIS ORGANIZATION

9b. CONTRACT NUMBER (List all that apply, separated by commas)

TBD

9c. APPROPRIATION (check all that apply)

RDT&E

X PROCUREMENT

X O&M

FMS

WCF

OTHER

10a. APPROVED PLAN NUMBER

N-23-L1

10b. APPROVED PLAN REVISION NUMBER

10c. APPROVED PLAN REQUIREMENTS X AT COMPLETION COSTS FOR STANDARD FUNCTIONAL CATEGORIES (FlexFile or Legacy) X AT COMPLETION COSTS FOR RECURRING/NONRECURRING (FlexFile only)

TECHNICAL DATA REQUIRED

10d. COST REPORT TYPE

X FLEXFILE

LEGACY DD 1921 SERIES

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COST AND SOFTWARE DATA REPORTING PLAN

11. WORK BREAKDOWN STRUCTURE (WBS) 12. COST 13. TECHNICAL DATA

a. WBS

CODE

b. WBS LEVEL c. WBS ELEMENT NAME a. ACTUALS TO

DATE (ATD)

b. LEGACY

1921-1

c. LEGACY

1921-2

d. LEGACY

1921-5

e. EAC/FAC

(See item 10d)

a. QUANTITY

b. SRDR

FORMATS

c.

MAINT. &

REPAIR

PARTS

i. QUANTITY

DATA

ii. GFE

QUANTITY

1.0 1 C/KC-130T T56-A-16 Power Section Engine Module Upgrade to T56-A-16A (Series 3.5) X

1.1 2 Unit-Level Manpower (System Level Cost Only) X

1.1.1 3 Operations Manpower X X X

1.1.2 3 Unit-Level Maintenance Manpower X X X

1.1.3 3 Other Unit-Level Manpower (Specify In Remarks) X X X

1.2 2 Unit Operations (System Level Cost Only) X

1.2.1 3 Operating Material X X

1.2.2 3 Support Services (Including Non-Maintenance FSRs) X X

1.2.2.1 4 Non-Maintenance Field Service Reps X X X

1.2.2.2 4 Communication Services X X X

1.2.2.3 4 Facility/Storage Services X X X

1.2.2.4 4 Transportation Services X X X

1.2.2.5 4 Other Support Services X X X

1.2.3 3 Temporary Duty X X X

1.3 2 Maintenance X

1.3.1 3 Consumables and Repair Parts X

1.3.1.1 4 Airframe/Hull/Vehicle Consumables and Repair Parts X X

1.3.1.2 4 Propulsion Consumables and Repair Parts X X X X

1.3.1.3 4 Electronics/Avionics Consumables and Repair Parts X X

1.3.1.4 4 Other Major Subsystem Consumables and Repair Parts 1..n (Specify) X X

1.3.1.5 4 Other Consumables and Repair Parts X X X X

1.3.2 3 Depot Level Reparables (DLRs) / Repair of Reparables (RORs) X

1.3.2.1 4 Airframe/Hull/Vehicle DLRs X X

1.3.2.2 4 Propulsion DLRs X X X X

1.3.2.3 4 Electronics/Avionics DLRs X X

1.3.2.4 4 Other Major Subsystems DLRs 1..n (Specify) X X

1.3.2.5 4 Other DLRs X X X X

1.3.3 3 Intermediate Maintenance X

1.3.3.1 4 Intermediate Maintenance Consumable Materials and Repair Parts X X X X

1.3.3.2 4 Intermediate-Level Government Maintenance X X X X

1.3.3.3 4 Intermediate-Level Contractor Maintenance X X X X

1.3.3.4 4 Other Intermediate-Level Maintenance X X X X

1.3.4 3 Depot Maintenance X

1.3.4.1 4 Scheduled Overhaul X

1.3.4.1.1 5 Airframe/Hull/Vehicle Scheduled Overhaul X X

1.3.4.1.2 5 Propulsion Scheduled Overhaul X X X X

1.3.4.1.3 5 Electronics/Avionics Scheduled Overhaul X X

1.3.4.1.4 5 Other Major Subsystems Scheduled Overhaul 1..n (Specify) X X

1.3.4.1.5 5 Other Scheduled Overhaul X X X X

1.3.4.2 4 Unscheduled Overhaul X

1.3.4.2.1 5 Airframe/Hull/Vehicle Unscheduled Overhaul X X

1.3.4.2.2 5 Propulsion Unscheduled Overhaul X X X X

1.3.4.2.3 5 Electronics/Avionics Unscheduled Overhaul X X

1.3.4.2.4 5 Other Major Subsystems Unscheduled Overhaul 1..n (Specify) X X

1.3.4.2.5 5 Other Unscheduled Unscheduled Overhaul X X X X

1.3.5 3 Other Maintenance X X

1.3.6 3 Packing, Handling, Shipping and Transportation X X

1.4 2 Sustaining Support (System Level Cost Only) X

1.4.1 3 System Specific Training X X

1.4.2 3 Support Equipment Replacement and Repair X X

1.4.3 3 Sustaining/Systems Engineering X

1.4.3.1 4 Reliability And Maintainability Engineering X X

1.4.3.2 4 Logistics Engineering (LSA Updates, Logistics Analysis) X X

1.4.3.3 4 Supply Analysis Efforts X X

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11. WORK BREAKDOWN STRUCTURE (WBS) 12. COST 13. TECHNICAL DATA

a. WBS

CODE

b. WBS LEVEL c. WBS ELEMENT NAME a. ACTUALS TO

DATE (ATD)

b. LEGACY

1921-1

c. LEGACY

1921-2

d. LEGACY

1921-5

e. EAC/FAC

(See item 10d)

a. QUANTITY

b. SRDR

FORMATS

c.

MAINT. &

REPAIR

PARTS

i. QUANTITY

DATA

ii. GFE

QUANTITY

1.4.3.4 4 Safety/Human Systems Integration Engineering X X

1.4.3.5 4 Affordability Engineering X X

1.4.3.6 4 Obsolescence Engineering X X

1.4.3.7 4 Availability Management X X

1.4.3.8 4 Product Engineering Support X X

1.4.3.9 4 Certification and Accreditation X X

1.4.3.10 4 Configuration Management X X

1.4.3.11 4 System Performance Analysis X X

1.4.3.12 4 Supply X X

1.4.3.13 4 Data Analysis X X

1.4.3.14 4 Physical Security X X

1.4.4 3 Program Management X

1.4.4.1 4 Contractor Logistics Support (CLS) Management X X

1.4.4.2 4 CLS Supply Management X X

1.4.4.3 4 Financial/Schedule Planning and Reporting X X

1.4.4.4 4 Transition to Lead Service X X

1.4.4.5 4 Quality Assurance (Program Level) X X

1.4.4.6 4 Administrative Security X X

1.4.4.7 4 Transition to Performance Based Logistics (PBL) X X

1.4.4.8 4 Risk Mitigation X X

1.4.5 3 Information Systems X X

1.4.6 3 Data and Technical Publications X X

1.4.7 3 Simulator/Training Device Operations and Repair X X

1.4.8 3 Other Sustaining Support (Specify in Remarks) X X

1.5 2 Continuing System Improvements X

1.5.1 3 Hardware Modifications X

1.5.1.1 4 Mod Kit Development X X

1.5.1.2 4 Mod Kit Procurement X X

1.5.1.3 4 Mod Kit Initial Spares X X

1.5.1.4 4 Mod Kit Installation X X

1.5.2 3 Software Support X X

1.6 2 Installation and Personnel Support (System Level Only) X X

Subtotal Cost X X

Reporting Contractor G&A X X Reporting Contractor Undistributed Budget X X Reporting Contractor Management Reserve X X Reporting Contractor FCCM X X Total Cost X X

Reporting Contractor Profit/Loss or Fee X X

Total Price X X

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14. CSDR SUBMISSION EVENTS

a.

EVENT ID

b.

DATA REPORT(S)

c.

SUBMISSION EVENT NAME

d.

REPORT CYCLE

e. AS OF DATE f. DUE DATE

(YYYYMMDD) (YYYYMMDD)

1 Cost and Hour Report (FlexFile), Quantity Data Report C/KC130T Series 3.5 Engine Upgrade - Interim Report Interim 20261130 20270131

2 Maintenance and Repair Parts Data Report C/KC130T Series 3.5 Engine Upgrade - M/R Interim Report Interim 20261130 20270131

3 Cost and Hour Report (FlexFile), Quantity Data Report C/KC130T Series 3.5 Engine Upgrade - Final Report Final 20281130 20290131

4 Maintenance and Repair Parts Data Report C/KC130T Series 3.5 Engine Upgrade - M/R Final Report Final 20281130 20290131

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15. REMARKS

The contractor must report costs on all CLINs associated with the C/KC-130T Engine Upgrade contract including Over and Above, Advance Procurement, Long Lead Materials, Multiyear Procurement, Inter-Division or Inter-Company Work Orders (IWOs), Foreign Military Sales (FMS), Warranty, etc. Costs should not be omitted based on contract CLIN structure or definition.

1. Describe significant accounting changes from previous accounting period, if applicable.

2. If contract Period of Performance is extended, the reporting entity shall submit an additional cost report for each additional year of extension. The final report will be moved to the revised end of the Period of Performance.

3. QUANTITY REPORTING:

a. If the quantity for a given element differs from the quantity reported for the full system, provide a comment in the WBS Element Remarks section.

b. The Reporting Entity shall provide meaningful quantity information lower than the summary level in the remarks for WBS elements Peculiar Support Equipment, Common Support Equipment, and Initial Spares and Repair Parts, if applicable.

4. SUSTAINMENT:

a. Reporting Entity shall provide the following Quantity information in the Remarks section of the Cost and Hour Report: number of systems supported by this contract, and number of repairs performed. The Reporting Entity must state the nominal capacity planned for each Delivery Order (e.g., the # of repairs, # of overhauls, # of flight hours, etc.) identified in the plan. This requirement is intended to capture what services are being bought with each effort.

b. For Element 1.6 Installation and Personnel Support, the quantity listed should reflect the number of sites/bases/installations.

5. The checkmarks for EAC/FAC in column 12e at the WBS level shall be reported as "Forecast at Completion" (FAC). The Forecast At Completion (FAC) required here is not subject to the standards established in ANSI/EIA-748 guideline #27 (Estimate at Complete); therefore, the FAC does not need to be, but may be, derived from Industry Earned Value Management (EVM) processes.

6. NON-RECURRING/RECURRING DEFINITIONS: Recurring and Non-Recurring will be segregated according to the definitions in the DID.

7. The WBS Dictionary is a living document and must match the technical content, cost content, and work content of each end item (see Block 17) for all WBS elements for each Cost and Hour (FlexFile) submission. The dictionary shall contain a disclosure statement detailing any differences between the CSDR reporting methodology and the reporting entity's Cost Accounting Standards. The reporting entity must maintain and update the WBS Dictionary throughout the life of the contract, For WBS elements identified in block 11 of the CSDR plan that are not within the contract's scope of work, the reporting entity shall report in the dictionary that “This CSDR WBS element is not associated with this contract’s scope of work”, and zero costs will be associated for ATD and FAC for these WBS elements.

8. Block 16 Orders/Lots is meant to capture the discrete Delivery Orders/Task Orders exercised on the contract. If a Delivery Order/Task Order is exercised on the contract and the CSDR plan has not been updated, it is the Reporting Entity's responsibility to still submit the dollars and hours in the FlexFile tagged to the appropriate Delivery Orders/Task Orders.

The CSDR plan will be revised accordingly to include all exercised Delivery Orders/Task Orders.

9. For multiple appropriations, the contractor shall tag each appropriation (e.g. "Procurement", "O&M", and "Common") in the "Additional Data Fields #1 through #12" of the contractor's chosen FlexFile format.

10. Final Cost Report to be submitted when final end item has been delivered and accepted by the government (e.g., as evidenced by a completed DD 250) and 95% or more of total costs for each Order/Lot (see Block 16) and each End Item (see Block 17) has been incurred.

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INTRA-CONTRACT SCOPE REPORTING DEFINITION

16. ORDERS/LOTS

a. ID b. NAME c. PHASE/MILESTONE TO# (specify) Odering Period 1 O&S

TO# (specify) Odering Period 2 O&S

TO# (specify) Odering Period 3 O&S

TO# (specify) Odering Period 4 O&S

17. END ITEMS

a. ID b. NAME T56-A-16A T56-A-16 Power Section Engine Module Upgrade to T56-A-16A (Series 3.5)

18. UNIT/SUBLOT REPORTING AND UNIT SEQUENCING REQUIREMENTS

a. ORDER/LOT ID b. END ITEM ID c. UNIT/SUBLOT REPORTING (X if applicable)

d. UNIT SEQUENCING (X if applicable)

Name Role Decision Date Signature

Carlton Lavinder SCC Director Approved 11/28/2023 11:19:29 AM