Attachment_3_Data Item Description (DIDS) A001-A026.pdf

DATA ITEM DESCRIPTION

Title: CONTRACT FUNDS STATUS REPORT (CFSR)

Number: DI-MGMT-81468A Approval Date: 20201104

AMSC Number: N10200 Limitation: None

DTIC Applicable: No GIDEP Applicable: No

Preparing Activity: SA Project Number: MGMT-2021-001

Applicable Forms: DD Form 1586

Use/relationship: The Contract Funds Status Report (CFSR), DD Form 1586, is designed to supply funding data about defense contracts to Program Managers for: (a) updating and forecasting contract funds requirements, (b) planning and decision making on funding changes to contracts, (c) developing funds requirements and budget estimates in support of approved programs, (d) determining funds in excess of contract needs and available for deobligation, and

(e) obtaining rough estimates of termination costs. DD Form 1586 is for contracts over six months in duration.

This Data Item Description (DID) contains the format and content preparation instructions for the data product generated by the specific and discrete task requirements as delineated in the contract.

The Program Managers (PM) shall tailor the CFSR reporting requirements to ensure that only those parts of the CFSR that are essential to the management of the contract are required to be submitted. This is accomplished by providing specific instructions in Block 16 of the Contract

Data Requirements List (CDRL) item for the CFSR. Tailoring is defined as deleting requirements from the Data Item Description (DID). Requiring more information than specified in the DID is prohibited by DoD regulation. All negotiated reporting provisions will be specified in the contract’s CDRL.

This DID is related to the Contract Work Breakdown Structure, DI-MGMT-81334 and the

Integrated Program Management Data and Analysis Report (IPMDAR), DI-MGMT-81861.

This DID supersedes DI-MGMT-81468.

Requirements:

1. Reference Documents. The applicable issue of the documents cited herein, including their approval dates and dates of any applicable amendments, notices, and revisions, shall be as cited in the contract. Copies of DD Form 1586 can be obtained from https://www.esd.whs.mil/Directives/forms/

2. Format. The Report shall be in contractor format.

3. Content. The CFSR shall contain the following information:

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http://acqnotes.com/acqNote/program-manager http://acqnotes.com/acqNote/contract-data-requirements-list-cdrl http://acqnotes.com/acqNote/contract-data-requirements-list-cdrl http://acqnotes.com/acqNote/contract-data-requirements-list-cdrl https://www.esd.whs.mil/Directives/forms/

DI-MGMT-81468A

3.1 Item 1 – Contract Number. Enter the assigned contract number and the latest modification number on which contractual agreement has been reached.

3.2 Item 2 – Contract Type. Enter the type of contract as identified in FAR Part 16 (e.g., Cost Plus

Fixed Fee (CPFF), Fixed Priced Incentive (FPI), etc.).

3.3 Item 3 – Contract Funding For. Enter the applicable type as follows:

i. Multi-Year Procurement (MYP)

ii. Incrementally Funded Contract (INC)

iii. Contract for a Single Year (SYC)

3.3.1 For FY. For contracts which are financed with funds appropriated in more than one fiscal year, a report is required for each fiscal year’s funds where the separate year’s funds in the contract are associated with specific quantities of hardware or services to be furnished. The fiscal year(s) reported will be shown in this block and that year’s share of the total target prices (initial and adjusted) will be shown in Items 9 and 10.

3.4 Item 4 – Appropriation. Enter the appropriation name (i.e., Research, Development, Test and Evaluation, Aircraft Procurement, etc.) and DoD Component (i.e., Air Force, Navy, Army, Marine Corps, etc.) in this block.

3.5 Item 5 – Previous Report Date. Enter the cut-off date of the previous report (Year, Month, Day).

3.6 Item 6 – Current Report Date. Enter the cut-of date applicable to this report (Year, Month, Day).

3.7 Item 7 – Contractor. Enter the name, division (if applicable), and mailing address of the reporting contractor.

3.8 Item 8 – Program. Identify the program by name or enter the type, model and series or other military designation of the prime item or items purchased on the contract. If the contract is for services or a level-of-effort (i.e., research, flight test, etc.), the title of the service shall be shown.

3.9 Item 9 – Initial Contract Price. Enter the dollar amounts for the initial negotiated contract target price (or estimated price for non-incentivized contracts) and contract ceiling price when appropriate. For contracts which are financed with funds appropriated in more than one fiscal year, only the share of the total initial target and ceiling associated with the fiscal year shown in Item 3 will be entered.

3.10 Item 10 – Adjusted Contract Price. Enter the dollar amounts for the adjusted contract target price (initial negotiated contract plus supplemental agreements) and adjusted contract ceiling price or estimated ceiling price where appropriate. For contracts which are financed with funds appropriated in more than one fiscal year, only the share of the total adjusted target and ceiling associated with the fiscal year shown in Item 3 will be entered.

3.11 Item 11 – Funding Information.

3.11.1 Column a. – Line Item/Work Breakdown Structure (WBS) Element. Enter the line item or WBS elements specified for CFSR cover in the contract.

3.11.2 Column b. – Appropriation Identification. Enter the appropriation number supplied by the DoD Component for the contract or, if applicable, each line item or WBS element.

3.11.3 Column c – Funding Authorized to Date. Enter dollar amounts of contract funding authorized under the contract from the beginning of the fiscal year(s) shown in Item 3 through the report date shown in Item 6.

3.11.4 Column d – Accrued Expenditures Plus Open Commitment Total. For contract work authorized, enter the total of (a) the cumulative accrued expenditures incurred through the end of the reporting period, and (b) the open commitments on the “as of” date of the report. Enter the total applicable funds for the fiscal year(s) covered by this report as shown in Item 3.

3.11.4.1 Separation of Open Commitments and Accrued Expenditures. On selected contracts, the separation of open commitments and accrued expenditures by line item or WBS element may be a negotiated requirement in the contract.

Utilization of this provision should be held to the minimum essential to support information needs of the procuring agency. In the event this separation of data is not available in the contractor's accounting system or cannot be derived without significant effort, provision should be made to permit use of estimates. The procedures used by the contractor in developing estimates shall be explained in the Remarks section of the report.

3.11.4.2 Notice of Termination. When a Notice of Termination has been issued, potential termination liability costs will be entered in this column.

Termination liability costs will be identified to the extent possible with the source of liability (prime or subcontractor).

3.11.5 Column e – Contract Work Authorized – Definitized. For the fiscal year(s) shown in Item 3, enter the estimated price for the authorized work on which contractual agreement has been reached, including profit/fee, incentive and cost sharing associated with projected over/underruns. Amounts for contract changes will not be included in this item unless they have been priced and incorporated in the contract through a supplemental agreement.

3.11.6 Column f. – Contract Work Authorized - Not Definitized. Enter the contractor's estimate of the funds requirements for performing required work (e.g., additional agreements or changes) for which firm contract prices have not yet been agreed to in writing by the parties to the contract. Report values only for items for which written orders have been received. For incentive type contracts, show total cost to the Government (recognizing contractor participation). Enter in the Remarks section a brief but complete explanation of the reason for the change in funds.

3.11.7 Column g. – Subtotal. Enter the total estimated price for all work authorized on the contract (Column e. plus Column f.).

3.11.8 Column h. – Forecast – Not Yet Authorized. Enter an estimate of funds requirements, including the estimated amount for fee or profit, for changes proposed by the Government or by the contactor, but not yet directed by the contracting officer. In the Remarks section state each change document number and estimated value of each change.

3.11.9 Column i. – Forecast – All Other Work. Enter an estimate of funds requirements for additional work anticipated to be performed (not included in a firm proposal) which the contractor, based on knowledge and experience, expects to submit to the Government within a reasonable period of time.

3.11.10 Column j. – Subtotal. Enter an estimate of total requirements for forecast funding (the sum of Column h. plus Column i.). Specific guidelines on what the contractor may include in the funding forecast section may be made a part of the contract.

3.11.11 Column k. – Total Requirements. Enter an estimate of total funds requirements for contract work authorized and forecast (the sum of Column g. plus Column j.).

3.11.12 Column l. – Funds Carryover. For incrementally funded contracts only, report the amount by which the prior federal fiscal year funding was in excess of the prior year's requirement. If there is no carryover, report zero. Specific instructions for the use of this item may be made a part of the contract.

3.11.13 Column m. – Net Funds Required. Enter an estimate of net funds required, subtracting funds carryover in Column l. from total requirements in Column k.

3.11.14 Column Totals. Totals should be provided for Columns c. through m. for all line items or WBS elements reported.

3.12 Item 12 – Contract Work Authorized (With Fee/Profit) – Actual Or Projected. Data entries will be as follows: In the first column, actuals cumulative to date; in all other columns except the last, projected cumulative amounts from the start of the contract to the end of the period indicated in the column heading; in the last column, the projected cumulative amounts from the start to the end of the contract or fiscal year being reported.

When the contractor has developed a range of estimates at completion, the most likely estimate shall be used to develop the projected cumulative data in this item.

3.12.1 Column Headings. Columns 2 through 9 will be headed to indicate periods covering the life of the contract or fiscal year being reported and may be headed to show months, quarters, half years and/or fiscal years as prescribed by the procuring agency.

3.12.2 Data Composition. Projected data should include all planned obligations, anticipated accruals, anticipated over/under targets (total cost to the Government recognizing contractor participation), G&A, and fee/profit. For award fee contracts, the fee actually awarded will be included in Column 1, Actual to Date.

The contractor shall describe in the Remarks section the amount, by period, and rationale for any award fee projections included in Columns 2 through 10.

3.12.3 Item 12.a. – Open Commitments. In the first column enter commitments open as of the date of the report. In subsequent columns enter the commitments projected to be open as of the end of each period indicated by the column headings. The amount entered will be the projected cumulative commitments less the planned cumulative expenditures as of the end of time period indicated. At the end of the contract, the amount will be zero.

3.12.4 Item 12.b. – Accrued Expenditures. In the first column enter actuals to date. In subsequent columns, enter the projected cumulative accrued expenditures as of the end of each period indicated by the column headings.

3.12.5 Item 12.c. – Total (12.a and 12.b). In the columns provided, enter the total contract work authorized - actuals to date (Column 1) or projected (Columns 2 through 10). This total is the sum of open commitments and accrued expenditures projected through the periods indicated by the column headings. Significant changes in the amount or time-phasing of this item shall be explained in the

Remarks section.

3.13 Item 13 – Forecast of Billing to the Government. In the first column enter the cumulative amount received from the Government plus any unpaid billings to the

Government through the current report date, including amounts applicable to progress or advance payments. In succeeding columns enter the amount expected to be billed to the

Government during each period reported (assuming the contract will continue to completion). Amounts will not be cumulative.

3.14 Item 14 - Estimated Termination Costs. In the columns provided, enter the estimated costs that would be necessary to liquidate all government obligations if the contract were to be terminated in that period. These entries are the amounts required in addition to the amounts shown in Item 12. Applicable fee/profit should be included. These entries may consist of "rough order of magnitude" estimates and will not be construed as providing formal notification having contractual significance. This estimate will be used to assist the Government in budgeting for the potential incurrence of such cost. On contracts with

Limitation of Funds/Obligation clauses, where termination costs are included as part of the funding information in Block 11, enter the amounts required for termination reserve on this line.

4. Remarks Section.

4.1 General. This section shall contain any additional information or remarks which support or explain data submitted in this report. At a minimum, the contractor shall present the following information: (a) explanations of funds changes (refer to paragraphs 10.2.11.6, 10.2.11.8 and 10.3.2); (b) procedures used to develop estimates of open commitments and accrued expenditures (refer to paragraph 10.2.11.4.1); (c) the amount and rationale for any award fee projections included in Item 12 (refer to paragraph 10.2.12.2); (d) explanations of significant changes in the amount or Time-phasing of actual or projected total contract work authorized (refer to paragraph

10.2.12.5); and (e) any other information deemed significant or noteworthy. The contractor also shall provide a projected contract completion date that supports the funding projections in Item 12.

4.2 Changes. The Remarks section shall contain information regarding changes, as indicated below. A change in a line item shall be reported when the dollar amount reported in Item 11, Column k. of this submission differs from that reported in the preceding submission. The movement of dollar amounts from one column to another

(Item 11, Columns e. through j.), indicating a change in the firmness of funds requirements, need not be reported in this section. Change reporting shall include the following:

4.2.1 The location of the changed entry (page, line, and column).

4.2.2 The dollar amount of the change.

4.3.3 A narrative explanation of the cause of each change.

End of DI-MGMT-81468A

CLASSIFICATION

DD FORM 1586, AUG 96

CLASSIFICATION

PREVIOUS EDITION MAY BE USED. Page of Pages

Reset

CONTRACT FUNDS STATUS REPORT (Dollars in ) Form Approved

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

and maintaining the data needed, and completing and the Department of Defense, Executive Services if it does not display a currently valid OMB control

1. CONTRACT NUMBER 3. CONTRACT FUNDING FOR

FOR FY

5. PREVIOUS REPORT DATE 7. CONTRACTOR (Name, address and zip code)

9. INITIAL CONTRACT PRICE

a. TARGET

b. CEILING

2. CONTRACT TYPE 4. APPROPRIATION 6. CURRENT REPORT DATE 8. PROGRAM 10. ADJUSTED CONTRACT PRICE

a. TARGET

b. CEILING

11. FUNDING INFORMATION

LINE ITEM/WBS

ELEMENT

a

APPRO-

PRIATION

IDENTI-

FICATION

b

FUNDING

AUTHORIZED

TO

DATE

c

ACCRUED

EXPENDITURES

OPEN

COMMITMENTS

TOTAL

d

CONTRACT WORK AUTHORIZED FORECAST

TOTAL

REQUIRE-

MENTS

k

FUNDS

CARRY-

OVER

l

NET

FUNDS

REQUIRED

m

DEFINITIZED

e

NOT

DEFINITIZED

f

SUBTOTAL

g

NOT YET

AUTHORIZED

h

ALL

OTHER

WORK

i

SUBTOTAL

j

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

0.00 0.00 0.00 0.00

12. CONTRACT WORK AUTHORIZED (With Fee/Profit) - ACTUAL OR PROJECTED

ACTUAL

TO DATE

AT

COMPLETION

a. OPEN COMMITMENTS

b. ACCRUED EXPENDITURES

c. TOTAL (12a + 12b) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00

13. FORECAST OF BILLINGS

TO THE GOVERNMENT

14. ESTIMATED TERMINATION

COSTS

15. REMARKS

Title: CONTRACTOR’S PROGRESS AND STATUS REPORT

Number: DI-MGMT-81928 Approval Date: 20130701 AMSC Number: N9391 Limitation: N/A DTIC Applicable: N/A GIDEP Applicable: N/A Office of Primary Responsibility: SH/PEO IWS F Applicable Forms: N/A

Use/Relationship: Contractor’s Progress, Status and Management Report provides the progress of work and the status of the Program and assigned task, report cost and informs management of existing or potential problem areas.

This Data Description (DID) contains the format and content preparation instructions for the data product generated by the specific and discrete task requirement as delineated in the contract.

Requirements:

1. Format. The Contractor’s Progress and Status Report shall be in format similar to that of Figures 1, 2 and 3 of this DID.

2. Content. The report shall contain a cover sheet identifying the following:

a. Title of the Report

b. Contractor’s name and address

c. Contract Number

d. Date of report and period by the report

e. Data Item Number listed on the CDRL DD FORM 1423-1

2.1. Results positive or negative obtained related to previously identified problem areas, with conclusions and recommendations shall be identified.

2.2. Any significant changes to the contractor’s organization or method of operation, to the project management network, or to the milestones shall be included.

2.3. Problem areas affecting cost elements, technical or scheduling elements, with background and any recommendations for solutions beyond the scope of the contract shall also include the following items:

a. Funding Issues

(1) Shortfalls

(2) Overfunding

b. Task Area Issues

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DI-MGMT-81928

2.4. The report shall contain cost curves showing actual projected conditions throughout the contract and any cost incurred for the reporting period and total contractual expenditures as of the reporting date.

2.5. The report shall contain Man-hours expended for the reporting period and cumulatively for the contract for the following areas:

a. Trip(s) outside the local area, site visited and purpose.

b. Contract schedule status.

c. Plans for activities during the following reporting period.

d. Name and telephone number of signer of the report.

e. Appendixes for any necessary tables, references, photographs, illustrations, and charts.

2.6 The report shall contain all of the information specified in Figure 3, and shall identify Employee movement, color coded/highlighted in comments column.

2.7. The report shall contain also all of the information specified in Figures 1, 2, and 3.

2.8. The report shall identify the following:

a. Title i.e.: Professional Support Services for the Program Executive Office (PEO) Integrated Warfare System (IWS)

b. Contract Number

c. Latest Contract Modification (# and Date)

d. Period of Performance

e. Reporting Period

f. Contractor’s POC

g. Government PM

h. Government COR

2.5 Financial/Labor Data. The report shall contain all of the information contained to Figure 1 including:

a. Contract Value

b. Funded to date

c. Cost of work performed during period (period to be defined as CY)

d. Planned travel for the upcoming Calendar Month to include location, number of contractor personnel and purpose.

e. Actual: Monthly Hours Burned by each contractor/employee

f. Invoice Date/Amount/Number

3. End of DI-MGMT-81928.

DI-MGMT-81927

Task Sub-task Nr. Task Description Customer Name/Employee Labor or ODCs

(Fully Burdened) Value Funded to Date

Funding Required to End of CY

(Cost)

Funding Required to End of CY

(Fixed Fee)

Funding Required to End of CY

(Total) ACTUAL: Mthly Hours Burned Invoice Number Invoiced Amount Invoiced To Date

Red indicates costs have exceeded funding

Yellow indicates costs are close to exceeding funding.

1.1 1.1.1 NMCI, NAVSEA CIO and Enterprise primary coordinator Jane Doe Labor

ODCs

1.1.2 Assist in Strategic Planning John Smith Labor

ODCs

1.1.3 Portfolio Management. John Doe Labor

ODCs

3.1 3.1.1 ACTD Operations Specialist support John Doe Labor ODCs

Totals

Page 3 of 5 Pages

FINANCIAL/LABOR HOUR DATA BY TASK- FIGURE 1

WORK COMPLETED BY TASK

CLIN/SLIN ACRN PR Number Ref Doc/ACRN MOD Appropriation Subhead OBJ PARM RFM AAA TT PPA Project Unit Funded Expended Balance

Totals $ - $ - $

Totals $ - $ - $

Totals $ - $ - $

Totals $ - $ - $

Totals $ - $ - $

Totals $ - $ - $

Grand Totals $ - $ - $

Page 4 of 5 pages

WORK COMPLETED BY CLIN/SLIN - FIGURE 2

STAFFING PLAN - FIGURE 3

NAME/EMPLOYEE LABOR TASK AREA CONTRACTOR / COMPANY GOVERNMENT FTE HOURS COMMENT

CATEGORY SUPPORTED SUBCONTRACTOR NAME SITE

Page 5 of 5 pages

Task 1 -

Task 2 -

Task3 -IWS Technical - Provide Support to PEO IWS Advanced Technology

Title: Technical Report–Study/Services

Number: DI-MISC-80508B Approval Date: 14 Nov 2006 AMSC Number: 7633 Limitation: N/A DTIC Applicable: Yes Defense Technical Information Center (DTIC), 8725 John J. Kingman Rd.

Suite. 0944, Fort Belvoir, VA 22060-6218 GIDEP Applicable: No Office of Primary Responsibility: NS/DA02 Applicable Forms: N/A

Use/relationship: A technical report provides fully documented results of studies or analysis performed.

This Data Item Description (DID) contains format and content preparation instructions for the data product generated by the specific and discrete task requirement as delineated in the contract.

This DID supersede DI-MISC-80508A

Requirements:

1. Reference documents. None.

2. Format.

(a) The report and all attachments shall be typewritten, or otherwise clearly lettered, and shall be duplicated using non-fading ink.

(b) Text shall be prepared on standard letter size paper (8 ½ x 11”) .

(c) When attachments are included, they shall be fully identified, referenced in the text, and folded to conform to the size paper used in the report.

(d) Security classification and distribution markings shall conform to the requirements of the contract, purchase description and security requirements checklist, as applicable.

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DI-MISC-80508B

3. Contents.

(a) Title Page – Identifies the report by providing contract number, project name or purchase description title, task number, and reporting period.

(b) Table of Contents.

(c) Section I – Includes the following:

(1) Introduction

(2) Summary – A brief statement of results obtained for the analytic effort.

(3) Conclusions and their condensed technical substantiation’s.

(d) Section II – A complete and detailed description of the analytic results which led to the conclusions stated in Section I above.

4. END OF DI-MISC-80508B

Source: http://assist.dla.mil -- Downloaded: 2023-12-06T20:49Z

Title: MAINTENANCE STATUS AND FORECAST REPORT

Number: DI-MGMT-82406 Approval Date: 20230407 AMSC Number: F10386 Limitation: N/A DTIC Applicable: No GIDEP Applicable: No Preparing Activity: 11 (AFLCMC/WAME) Project Number: MGMT-2023-005 Applicable Forms: N/A

Use/relationship: The Maintenance Status and Forecast Report (MSFR) provides a snapshot of the current condition of contractor-maintained aircraft, engines, and auxiliary mission equipment; including the expiration dates of any overfly waivers, calendar-based inspection due dates, flight-hours-based inspection due times, due dates/times of time-change items, and Time-Compliance Technical Order (TCTO) compliance status. The data will be used to facilitate efficient scheduling of maintenance events including effective utilization of maintenance resources (manpower and facilities).

This DID contains the format, content, and intended use information for the data deliverable resulting from the work task described in the solicitation.

Requirements:

1. Reference documents. The applicable issue of the documents cited herein, including their approval dates and dates of any applicable amendments, notices, and revisions, shall be as specified in the contract.

2. Format. The MSFR shall be in the contractor’s format.

3. Content. The MSFR shall contain the following:

3.1 Aircraft and engine information to include manufacturer and applicable part number and serial number.

3.2 Aircraft and engine flight time and engine cycles.

3.3 Open maintenance discrepancies.

3.4 Technical Order prescribed flight-hour-based inspection due times within the next 100 flight-hours.

3.5 Technical Order prescribed calendar-based inspection due dates within the next 12 months.

3.6 Time-change items due dates/times.

3.6.1 Cartridge Actuated Devices/Propellant Actuated Devices (CAD/PAD) by aircraft and must include, but not limited to:

a. Part number.

b. National stock number (NSN).

c. Serial number.

d. Lot number.

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DI-MGMT-82406

e. Replace cycle Date of Install (DOI).

f. Replace cycle Date of Manufacture (DOM).

g. Date of install.

h. Date of manufacture.

i. Expiration date.

j. Location on aircraft (forward seat, aft seat).

k. Geographic location of CAD/PAD.

l. Ordering forecast of asset quantities to support the annual data call.

3.7 TCTO status, due dates, and any applicable waivers/extensions.

3.8 Copies of any contractor-initiated -107T waivers to overfly due dates or times as defined in TO 00-25-107 or fly with a Red X condition as defined in TO 00-20-1. (Copies of these Technical Orders are available online at https://www.tinker.af.mil/Resources/Technical-Orders/.)

3.9 Summary of CAD/PAD temporary extensions requested and/or approved, with extension expiration dates.

3.10 Listing of Alternate Mission Equipment (AME) (pylons, adapters, fuel tanks, etc.) and status.

3.11 Parts on order for unscheduled maintenance to include:

a. Requisition number.

b. Nomenclature.

c. Part Number.

d. NSN.

e. Quantity on order.

f. Estimated ship date.

g. Mark For/Aircraft ordered against.

h. Geographic location of shipment.

End of DI-MGMT-82406.

https://www.tinker.af.mil/Resources/Technical-Orders/

Title: Briefing Material

Number: DI-MGMT-81605 Approval Date: 15 February 2001 AMSC Number: G7425 Limitation: N/A DTIC Applicable: N/A GIDEP Applicable: No

Office of Primary Responsibility: G/TS-ALS

Applicable Forms: None

Use/relationship:

The Briefing Material shall provide the Government with the necessary briefing materials to conduct a formal or informal briefing.

Requirements:

l. Contract. This data item is generated by the contract which contains a specific and discrete work task to develop this data product.

2. Content. The content of the briefing material shall address those areas of the contractual effort identified by the Government on the DD Form 1423, Contract Data Requirements List (CDRL).

3. Format. The format for the briefing material shall be in contractors format unless otherwise specified by the DD 1423, or the COR.

End of DI-MGMT-81605

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Title: SMALL BUSINESS UTILIZATION REPORT

Number: DI-MGMT-82041B Approval Date: 20191114 AMSC Number: 10122 Limitation: N/A DTIC Applicable: No GIDEP Applicable: No Preparing Activity: MDA Project Number: MGMT-2019-034 Applicable Forms: N/A

Use/Relationship: This report enables the contractor to periodically report to the DoD Service/Agency their small business utilization achievements in awarding meaningful and innovative work to small businesses.

This DID contains the format, content, and intended use of information for the data deliverable resulting from the work task described in the solicitation.

This DID is applicable to all contracts or contract modifications that have subcontracting possibilities.

This DID supersedes DI-MGMT-82041A.

1. Reference documents. The applicable issue of the documents cited herein, including their approval dates and dates of any applicable amendments, notices, and revisions, shall be as specified in the contract.

2. Format. Small Business Utilization Report shall be in contractor format or as specified in the contract, and briefly describe the subcontractor(s) efforts performed.

3. Content. The contractor shall report actual small business utilization achievements relative to proposed small business participation in performance of the contract (including subcontracting dollars/percentages relative to total contract value / total subcontracting), and the results of efforts to:

a) Increase use of qualified small businesses through competition for acquisition of components, parts (includes hardware and software), to enhance readiness and sustainment of the program specified in the contract.

b) Engage small businesses, to increase missile defense engagement capability and capacity to outpace emerging threats, to serve as alternative sources, to mitigate risks of single point failures in the supply chain, and to increase the quality of supplies or services for the program specified in the contract.

c) Leverage Small Business Innovation Research (SBIR) and Small Business Technology

Transfer (STIR) program funded technologies with high potential for transition into the program specified in the contract, or increase speed of delivery of new capability to address evolving missile threats.

- Report the number and dollar amount of Phase III SBIR or STTR contracts.

END OF DI-MGMT-82041B

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Title: PHASE-IN PLAN

Number: DI-SESS-82303 Approval Date: 20191015

AMSC Number: N10118 Limitation: N/A

DTIC Applicable: N/A GIDEP Applicable: N/A

Preparing Activity: AS Project Number: SESS-2019-067

Applicable Forms: N/A

Use/Relationship: The Phase-In Plan provides a detailed description of the transfer of and full assumption of duties at each site from the predecessor contractor.

This Data Item Description (DID) contains the format, content, and intended use information for the data product resulting from the work task described in the Statement of Work (SOW).

Requirements:

1. Reference Documents. None

2. Format. Contractor’s format is acceptable.

3. Content. The Phase-In Plan shall include:

3.1 A written comprehensive plan explaining actions required to complete the total transition effort within one hundred twenty (120)-calendar day transition period, to include phase-in matters associated with the transfer to enable the Contractor’s personnel to perform contract requirements.

3.2 Details of accounts and subscription services to be transferred in the transition.

3.3 Process to conduct a full joint inventory and transfer of all Government-owned property/inventory and all property in the pipeline until delivered, including all records.

3.4 Status of all items in inventory, as well as the items that have been inducted into repair facilities, are being modified, or are being purchased.

3.5 Schedule, to include critical path, for risk mitigation throughout the transition period.

3.6 Impact on the mission if this data is not acquired (be specific):

3.6.1 Delivery and completion of the efforts described in the Phase-In Plan is imperative to transferring responsibilities from the incumbent to the new CLS provider. A lapse in CLS contract coverage could greatly impact accomplishment of the TACAMO mission, and not afford the prospective Contractor the opportunity to define tasks required to fully perform the duties described in the PWS.

End of DI-SESS-82303

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Approval Date: 20230627 Limitation: N/A GIDEP Applicable: N/A

Project Number: MGMT-2023-006

Data Item Description

Title: PHASE-OUT TRANSITION PLAN

Number: DI-MGMT-81945A AMSC Number: N10383 DTIC Applicable: N/A Preparing Activity: AS Applicable Forms: N/A

Use/relationship: The Phase-Out Transition Plan provides a detailed description of the transfer of full assumption of duties at each site to the follow-on contractor.

This Data Item Description (DID) contains format and content preparation instructions for the data product generated by the specific and discrete task requirement as delineated in the contract and described in the Performance Work Statement (PWS). It should be tailored to the minimum data requirements of the applicable contract or purchase order.

This DID supersedes DI-MGMT-81945.

Requirements:

1. Reference documents. None.

2. Format. Contractor format is acceptable.

3. Content. The Phase-Out Transition Plan shall include:

3.1. A written comprehensive plan explaining actions required to complete the total transition effort within a one hundred twenty (120) calendar day transition period.

3.2. Details of accounts and subscription services to be terminated or transferred.

3.3. Process to conduct a full joint inventory and transference of all Government Furnished Material inventory including all records.

3.4. Status of all items in inventory as well as the items that have been inducted into repair facilities, being modified or are being purchased.

3.5. Details for the removal of all contractor owned items.

3.6. Critical path schedule for risk mitigation of the transition period.

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DI-MGMT-81945A

3.7. Plan to make training and certification records available of contractor personnel who are considering employment with the succeeding contractor.

End of DI-MGMT-81945A.

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Title: Quality Program Plan (QPP)

Number: DI-QCIC-81722 Approval Date: 29 NOV 2006 AMSC Number: 7676 Limitation: N/A DTIC Applicable: No GIDEP Applicable: No Office of Primary Responsibility: NS/I5223 Applicable Forms: N/A

Use/Relationship:

The Quality Program Plan (QPP) describes the methodology that will be used to meet the quality requirements needed for the specific program. The object of the plan is to define and document what, where, and how to procure, fabricate, assemble, inspect, test and deliver only units and other end products that conform to quality standards. The QPP should start with the contractor’s standard quality system and detail changes to that. The QPP shall be used to verify attainability of contract objectives in the area of producing reliable, quality products. This DID is applicable to development, low rate initial production and full rate production efforts.

a. This DID contains the format and content preparation instructions for the data product generated by the specific requirement delineated in the contract and International Organization for Standardization (ISO) 9001, Quality Management Systems – Requirements (Entire Document).

b. The prime contractor is required to include information from significant suppliers (eg, PWAs) or teammates regarding their standard quality system requirements and any deviations specific to this program.

1. Reference Documents: The applicable issue of the documents herein, including, their approval dates and the dates of any applicable amendments, notices, and revisions, shall be as cited in the current issue of the DODISS at the time of the solicitation; or, for non DODISS-listed documents, as stated herein. International Organization for Standardization (ISO) 9001 Quality Management Systems – Requirements, current edition, is available at International Organization for Standardization website http://www.iso.org/iso/en/ISOOnline.frontpage.

2. Format: Contractor format is acceptable using 8 ½ x 11 in. paper.

3. Content:

3.1 The data item shall have a Title page containing the following information as a minimum:

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DI-QCIC-81722

3.1.1 Title

3.1.2 CDRL exhibit number

3.1.3 Revision level

3.1.4 Approval/submission

3.1.5 Date

3.1.6 Program name

3.1.7 Contract number

3.1.8 Contractor’s name and address

3.1.9 Data item author

3.1.10 Signature

3.1.11 Approval record

3.2 The data item shall have a table of contents if the length of the document warrants.

3.3 The data item shall have a revision status log page which includes the various revision levels, dates, and summary description of the changes made.

3.4 The QPP shall reference any Industry standard for which the contractor has a current certification. The plan shall reference the contractor’s current Quality Manual, number or identification, and date. The plan shall then detail any changes, deletions or additions to the contractor’s standard requirements, and shall delineate the specific Industry workmanship standards and levels for soldering, printed wiring assembly, etc, that are to be applied to the program. The government shall concur in use of any standard repair procedures and conditions for use on the program.

3.5 The QPP shall include an organizational chart identifying the Product Assurance (PA) organization, names and titles of key PA personnel assigned to the program, and how the PA organization relates to the corporate structure.

3.6 The QPP shall include a proposed end item product flow including test & inspection points. The plan shall briefly address the following topics if different from or not included in the quality manual: quality audit frequency, depth, and independence; process certification and control of automated processes; “cannot duplicate” (CND) and nonconforming material processes; incoming inspection/test, certified supplier program and parts control; and any unique requirements for the program.

4. END OF DI-QCIC-81722

Title: GOVERNMENT FURNISHED EQUIPMENT (GFE) INVENTORY REPORT

Number: DI-MGMT-82173 Approval Date: 20180103

AMSC Number: N9882 Limitation: N/A

DTIC Applicable: No GIDEP Applicable: No

Preparing Activity: SH Project Number: MGMT-2018-006

Applicable Forms: N/A

Use/Relationship: This DID will be used to capture Government furnished provided to the contract and in pursuit of contracted work and will allow to track accountability for asset management of Government property.

This DID contains the format and content and intended use information for the data product resulting from the work task described in the contract SOW.

This DID is applicable to contracts in which GFE has been provided to the contractor in support/execution of the contract.

1. Format. The Report shall be in the Contractor’s format.

2. Content. The Report shall contain the following:

2.1 Section 1 – Government Furnished Equipment Inventory. This section shall identify the

a. Contract Number

b. Contractor Point of Contact

c. Location of GFE

d. Date Inventory Completed

2.2 Section 2 – Government Furnished Equipment Inventory. This section shall identify the

a. Asset Identification Number (Asset ID#)

b. Unique Item Identifier (UII) or DoD recognized Item Unique Identifier (IUID)

c. National Stock Number (NSN)

DI-MGMT-82173

d. Part Number (P/N)

e. Nomenclature (NOMEN)

f. Serial Number (S/N)

g. Model Number (M/N), if applicable

h. Manufacturer

i. Quantity

j. Current condition of equipment, per the equipment condition status listed below as applicable:

(1) Condition A - Serviceable Usable without Qualification . New, used, repaired, or reconditioned equipment which is serviceable and useable for its intended purpose.

(2) Condition B - Serviceable Usable with Qualification. New, used, repaired, or reconditioned equipment which is serviceable and useable for its intended purpose.

(3) Condition D - Serviceable Test/Modification. Serviceable equipment which requires test, alteration, modification, conversion or disassembly. This does not include items which must be inspected or tested immediately prior to issue.

(4) Condition F – Unserviceable Reparable. Economically reparable equipment which requires repair, overhaul, or reconditioning.

(5) Condition H – Condemned. Equipment which has been determined to be unserviceable and cannot be repaired.

2.3 Section 3 – Government Furnished Equipment Inventory. This section shall identify all equipment Loss, Damaged, Missing with explanation and required a DD Form 200.

End of DI-MGMT-82173