CDRL A001 A002 DIDs.pdf

PREVIOUS EDITION MAY BE USED.

DD FORM 1423, FEB 2024 Page 1 of 2

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO.

B. EXHIBIT

A

C. CATEGORY:

TDP TM OTHER MGMT

D. SYSTEM/ITEM

Case Management Excellence Training Support

E. CONTRACT/PR NO.

TBD

F. CONTRACTOR

Enlightened, Inc.

1. DATA ITEM NO.

A001

2. TITLE OF DATA ITEM

Status Report

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-80368A

5. CONTRACT REFERENCE

SOW Paragraph 5.1.10

6. REQUIRING OFFICE

SEA01C

7. DD 250 REQ

N/A

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

D

10. FREQUENCY

Monthly

11. AS OF DATE

Jun 3, 2025

12. DATE OF FIRST SUBMISSION

30 ADC

13. DATE OF SUBSEQUENT

SUBMISSION

SEE BLK 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

BLK 9 - Distribution authorized to Department of Defense and U.S. DoD contractors only for administrative or operational use as of 3 June 2025. Other requests for this document shall be referred to NAVSEA 01C, Naval Sea Systems Command, WNYD, Washington, DC 20376.

BLK 10, 11, 12, &13 - The contractor shall submit a detailed monthly status reports of all active and completed tasks, to include but not limited to deliverables and accomplishments, by the 10th of each month in Government format in accordance with CDRL A001. A template will be provided to the contractor.

BLK 14 - Deliverable shall be submitted to Block 14 POCs via email (maryh.simmons55.civ@us.navy.mil) from an us.navy.mil email account. Emails containing Controlled Unclassified Information (CUI) shall be labeled and encrypted as applicable.

SEA01C 1 1 0

Mary Simmons

15.TOTAL 1 1

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

G. PREPARED BY H. SIGNATURE I. APPROVED BY

Sal Silva

J. SIGNATURE

JIAO.JAYMEE.SALAZA

R-ANILAO.1168295380

Digitally signed by

JIAO.JAYMEE.SALAZAR-

ANILAO.1168295380

Date: 2025.05.22 14:01:51 -07'00'

SILVA.SALVAD

OR.J.1514875118

Digitally signed by

SILVA.SALVADOR.J.1514875118

Date: 2025.05.22 14:26:12 -07'00'

INSTRUCTIONS FOR COMPLETING DD FORM 1423

(See DoDM 5010.12 for detailed instructions.)

DD FORM 1423, FEB 2024 Page 2 of 2

FOR GOVERNMENT PERSONNEL

Item A. Self-explanatory.

Item B. Self-explanatory.

Item C. Mark (X) appropriate category: TDP - Technical Data Package; TM - Technical Manual; Other - other category of data, such as "Provisioning," "Configuration Management," etc.

Item D. Enter name of system/item being acquired that data will support (e.g., Mission Design Series (MDS) designator).

Item E. Self-explanatory (to be filled in after contract award).

Item F. Self-explanatory (to be filled in after contract award).

Item G. Name of preparer of CDRL.

Item H. Date CDRL was prepared and signature of preparer of CDRL.

Item I. Name of CDRL approval authority.

Item J. Date CDRL was approved and signature of CDRL approval authority.

Item 1. See DFARS Subpart 204.71 for proper numbering. To add or delete additional data items, point and click the plus or minus sign to the right of Block J.

Item 2. Enter title as it appears on data acquisition document cited in Item 4.

Item 3. Enter subtitle of data item for further definition of data item (optional entry).

Item 4. Identify only one Data Acquisition Document No. If a single work task generates more than one deliverable data product, prepare a separate data item for each deliverable data product.

Item 5. Enter reference to tasking in contract that generates requirement for the data item (e.g., Statement of Work/Performance Work Statement paragraph number).

Item 6. Enter technical office responsible for ensuring adequacy of the data item.

Item 7. Specify requirement for inspection/acceptance of the data item by the Government.

Item 8. Specify requirement for approval of a draft before preparation of the final data item.

Item 9. For technical data and computer software, specify the contractor's requirement to mark the appropriate distribution statement on the technical data or computer software (ref. DoDI 5230.24).

Item 10. Specify number of times data items are to be delivered.

Item 11. Specify as-of date of data item, when applicable.

Item 12. Specify when first submittal is required.

Item 13. Specify when subsequent submittals are required, when applicable.

Item 14. Enter addressees and number of draft/final copies to be delivered to each addressee. Explain reproducible copies in Item 16.

Item 15. Enter total number of draft/final copies to be delivered.

Item 16. Use for additional/clarifying information for Items 1 through 15.

Examples are: Tailoring of documents cited in Item 4; Clarification of submittal dates in Items 12 and 13; Explanation of reproducible copies in Item 14; Desired medium for delivery of the data item.

Identify for which data item additional remarks are provided. When tailoring the Data Acquisition Document invoked in Item 4, identify which portions of that Document are being tailored.

Identify any referenced attachments to the form. Attachments can be added using the button at the bottom of page 1.

FOR THE CONTRACTOR

Item 17. Specify appropriate price group from one of the following groups of effort in developing estimated prices for each data item listed on the DD Form 1423.

a. Group I. Definition - Data which is not otherwise essential to the contractor's performance of the primary contracted effort (production, development, testing, and administration) but which is required by DD Form 1423.

Estimated Price - Costs to be included under Group I are those applicable to preparing and assembling the data item in conformance with Government requirements, and the administration and other expenses related to reproducing and delivering such data items to the Government.

b. Group II. Definition - Data which is essential to the performance of the primary contracted effort but the contractor is required to perform additional work to conform to Government requirements with regard to depth of content, format, frequency of submittal, preparation, control, or quality of the data item.

Estimated Price - Costs to be included under Group II are those incurred over and above the cost of the essential data item without conforming to Government requirements, and the administrative and other expenses related to reproducing and delivering such data item to the Government.

c. Group III. Definition - Data which the contractor must develop for his internal use in performance of the primary contracted effort and does not require any substantial change to conform to Government requirements with regard to depth of content, format, frequency of submittal, preparation, control, and quality of the data item.

Estimated Price - Costs to be included under Group III are the administrative and other expenses related to reproducing and delivering such data item to the Government.

d. Group IV. Definition - Data which is developed by the contractor as part of his normal operating procedures and his effort in supplying these data to the Government is minimal.

Estimated Price - Group IV items should normally be shown on the DD Form 1423 at no cost.

Item 18. For each data item, enter an amount equal to that portion of the total price which is estimated to be attributable to the production or development for the Government of that item of data.

These estimated data prices shall be developed only from those costs which will be incurred as a direct result of the requirement to supply the data, over and above those costs which would otherwise be incurred in performance of the contract if no data were required. The estimated data prices shall not include any amount for rights in data. The Government’s rights to use the data shall be governed by the pertinent provisions of the contract.

Source: http://assist.dla.mil -- Downloaded: 2022-07-07T16:44Z Check the source to verify that this is the current version before use.

DATA ITEM DESCRIPTION

Title: Status Report

Number: DI-MGMT-80368A Approval Date: 30 OCT 2006

AMSC Number: 7619 Limitation: N/A

DTIC Applicable: No GIDEP Applicable: No

Office of Primary Responsibility: NS/DA02

Applicable Forms: N/A

Use/relationship:

The Status Report documents the status of contractor effort towards achieving contract objectives. It identifies accomplishments to date and difficulties encountered, and compare the status achieved to planned goals and the resources expended. It is used by the Government to monitor and evaluate contractor performance.

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.

It is not intended that all requirements herein should be applied to every program.

Portions of the DID are subject to tailoring by deletion depending on the specific status reporting requirements of the project.

This DID is related to DI-FNCL-80331, Funds and Man-Hour Expenditure Report which can be used in conjunction with this report if paragraph 3.2.3 below is deleted.

This DID supersede DI-MGMT-80368.

Requirements:

1. Reference documents. None.

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

2.1 Identification. The data indicated below shall be contained on a title page or on the first page of the report.

a. Title/identification of the system/component/program/project.

http://assist.dla.mil/

DI-MGMT-80368A

b. Type of report (e.g., monthly, interim, final).

c. Period covered by the report.

d. Contract number.

e. Preparing activity or contractor’s title.

f. Security classification, when required.

g. Distribution Statement.

2.2 Page size. The report shall be on 8 ½ by 11-inch (metric A4) paper.

3. Content. The report shall contain the following:

3.1 Summary. The summary shall include a brief statement of the overall project status, covering the accomplished technical activities and development, objectives of efforts, summary results of efforts, identification of major problems/deficiencies with impact, and recommended solutions.

3.2 Body of report. The Status Report shall contain the following items, where applicable:

3.2.1 Milestone/task status. The status of each milestone/task as defined by the statement of work or contract, as applicable:

a. A statement as to whether or not the program/project/task is on schedule; if not, the effort planned to meet the schedule shall be indicated. Include an overall status of each milestone, task, or unit of work. Include update schedule sheets, milestone charts, or task synopsis sheets identifying phase of task and percentage of completion of each task, technical instruction, or order.

b. A comparison of achieved end-product performance capabilities projected against contract baseline values, requirements, or allocations.

c. Effort expended on each task to date, and a brief description of technical developments and accomplishments.

d. Key dates in any testing program and description of tests performed and significant test results. If applicable, a description of the amount and type of down time on the equipment or system under test.

e. A list of all designs completed and a brief description of each item. For designs in process, provide estimated dates for design and drawing completion.

f. A narrative of outstanding problems existing as of the previous status report, and their resolution status.

DI-MGMT-80368A

g. New problem areas encountered or anticipated, their effect on the overall work effort/project and steps being taken to remedy problem situations.

h. Significant results of conferences, trips, or directives for the Contracting officer’s representatives.

i. Any other information which may cause significant changes in the program schedule.

3.2.2 Future plans. Summary of future plans, recommendations and proposals both for the next reporting period and for any long-term plans.

3.2.3 Itemized man-hours and costs. Itemized man-hour and cost expenditure incurred for the reporting period by category and task, total contractual expenditures, and funds remaining as of the reporting date.

3.2.4 Contract deliveries status. The status of each deliverable end item, including data deliverables, as required by the contract. Provide item and contract identification, shipping/transmittal data, acceptance status, security classification, and schedule due date information.

3.2.5 Report preparer. Name of person(s) preparing report and telephone number(s).

3.3 Appendices. Appendices where applicable, for tables, references, charts, or other descriptive material. Each appendix shall be identified and referenced in the appropriate area of the report.

4. END OF DI-MGMT-80368A

PREVIOUS EDITION MAY BE USED.

DD FORM 1423, FEB 2024 Page 1 of 2

UNCLASSIFIED

UNCLASSIFIED

CONTRACT DATA REQUIREMENTS LIST

A. CONTRACT LINE ITEM NO.

B. EXHIBIT

A

C. CATEGORY:

TDP TM OTHER ILSS

D. SYSTEM/ITEM

Case Management Excellence Training Support

E. CONTRACT/PR NO.

TBD

F. CONTRACTOR

Enlightened, Inc.

1. DATA ITEM NO.

A002

2. TITLE OF DATA ITEM

Training Materials

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-ILSS-80872

5. CONTRACT REFERENCE

SOW 5.2.4

6. REQUIRING OFFICE

SEA01C

7. DD 250 REQ

N/A

8. APP CODE

N/A

9. DIST STATEMENT

REQUIRED

D

10. FREQUENCY

SEE BLK 16

11. AS OF DATE

Jun 3, 2025

12. DATE OF FIRST SUBMISSION

SEE BLK 16

13. DATE OF SUBSEQUENT

SUBMISSION

SEE BLK 16

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

Draft Final

Reg Repro

16. REMARKS

BLK 9 - Distribution authorized to Department of Defense and U.S. DoD contractors only for administrative or operational use as of 3 June 2025. Other requests for this document shall be referred to NAVSEA 01C, Naval Sea Systems Command, WNYD, Washington, DC 20376.

BLK 10, 11, 12 & 13 - The contractor shall ensure that new materials and changes are integrated into the courses as a PowerPoint for the instructors as well as into the instructor’s guide and the participants’ guide.

Prior to course offerings, all updates to the Instructors’ and Participants’ guides shall be provided to the SSCO Training Manager for review, printing and assembly in accordance with CDRL A002.

BLK 14- Deliverable shall be submitted to Block 14 POCs via email (maryh.simmons55.civ@us.navy.mil) from an us.navy.mil email account. Emails containing Controlled Unclassified Information (CUI) shall be labeled and encrypted as applicable.

SEA01C

Mary Simmons

15.TOTAL

17. PRICE GROUP

18. ESTIMATED

TOTAL PRICE

G. PREPARED BY H. SIGNATURE I. APPROVED BY

Sal Silva

J. SIGNATURE

JIAO.JAYMEE.SALAZA

R-ANILAO.1168295380

Digitally signed by

JIAO.JAYMEE.SALAZAR-

ANILAO.1168295380

Date: 2025.05.22 14:05:06 -07'00'

SILVA.SALVAD

OR.J.1514875118

Digitally signed by

SILVA.SALVADOR.J.1514875118

Date: 2025.05.22 14:26:47 -07'00'

INSTRUCTIONS FOR COMPLETING DD FORM 1423

(See DoDM 5010.12 for detailed instructions.)

DD FORM 1423, FEB 2024 Page 2 of 2

FOR GOVERNMENT PERSONNEL

Item A. Self-explanatory.

Item B. Self-explanatory.

Item C. Mark (X) appropriate category: TDP - Technical Data Package; TM - Technical Manual; Other - other category of data, such as "Provisioning," "Configuration Management," etc.

Item D. Enter name of system/item being acquired that data will support (e.g., Mission Design Series (MDS) designator).

Item E. Self-explanatory (to be filled in after contract award).

Item F. Self-explanatory (to be filled in after contract award).

Item G. Name of preparer of CDRL.

Item H. Date CDRL was prepared and signature of preparer of CDRL.

Item I. Name of CDRL approval authority.

Item J. Date CDRL was approved and signature of CDRL approval authority.

Item 1. See DFARS Subpart 204.71 for proper numbering. To add or delete additional data items, point and click the plus or minus sign to the right of Block J.

Item 2. Enter title as it appears on data acquisition document cited in Item 4.

Item 3. Enter subtitle of data item for further definition of data item (optional entry).

Item 4. Identify only one Data Acquisition Document No. If a single work task generates more than one deliverable data product, prepare a separate data item for each deliverable data product.

Item 5. Enter reference to tasking in contract that generates requirement for the data item (e.g., Statement of Work/Performance Work Statement paragraph number).

Item 6. Enter technical office responsible for ensuring adequacy of the data item.

Item 7. Specify requirement for inspection/acceptance of the data item by the Government.

Item 8. Specify requirement for approval of a draft before preparation of the final data item.

Item 9. For technical data and computer software, specify the contractor's requirement to mark the appropriate distribution statement on the technical data or computer software (ref. DoDI 5230.24).

Item 10. Specify number of times data items are to be delivered.

Item 11. Specify as-of date of data item, when applicable.

Item 12. Specify when first submittal is required.

Item 13. Specify when subsequent submittals are required, when applicable.

Item 14. Enter addressees and number of draft/final copies to be delivered to each addressee. Explain reproducible copies in Item 16.

Item 15. Enter total number of draft/final copies to be delivered.

Item 16. Use for additional/clarifying information for Items 1 through 15.

Examples are: Tailoring of documents cited in Item 4; Clarification of submittal dates in Items 12 and 13; Explanation of reproducible copies in Item 14; Desired medium for delivery of the data item.

Identify for which data item additional remarks are provided. When tailoring the Data Acquisition Document invoked in Item 4, identify which portions of that Document are being tailored.

Identify any referenced attachments to the form. Attachments can be added using the button at the bottom of page 1.

FOR THE CONTRACTOR

Item 17. Specify appropriate price group from one of the following groups of effort in developing estimated prices for each data item listed on the DD Form 1423.

a. Group I. Definition - Data which is not otherwise essential to the contractor's performance of the primary contracted effort (production, development, testing, and administration) but which is required by DD Form 1423.

Estimated Price - Costs to be included under Group I are those applicable to preparing and assembling the data item in conformance with Government requirements, and the administration and other expenses related to reproducing and delivering such data items to the Government.

b. Group II. Definition - Data which is essential to the performance of the primary contracted effort but the contractor is required to perform additional work to conform to Government requirements with regard to depth of content, format, frequency of submittal, preparation, control, or quality of the data item.

Estimated Price - Costs to be included under Group II are those incurred over and above the cost of the essential data item without conforming to Government requirements, and the administrative and other expenses related to reproducing and delivering such data item to the Government.

c. Group III. Definition - Data which the contractor must develop for his internal use in performance of the primary contracted effort and does not require any substantial change to conform to Government requirements with regard to depth of content, format, frequency of submittal, preparation, control, and quality of the data item.

Estimated Price - Costs to be included under Group III are the administrative and other expenses related to reproducing and delivering such data item to the Government.

d. Group IV. Definition - Data which is developed by the contractor as part of his normal operating procedures and his effort in supplying these data to the Government is minimal.

Estimated Price - Group IV items should normally be shown on the DD Form 1423 at no cost.

Item 18. For each data item, enter an amount equal to that portion of the total price which is estimated to be attributable to the production or development for the Government of that item of data.

These estimated data prices shall be developed only from those costs which will be incurred as a direct result of the requirement to supply the data, over and above those costs which would otherwise be incurred in performance of the contract if no data were required. The estimated data prices shall not include any amount for rights in data. The Government’s rights to use the data shall be governed by the pertinent provisions of the contract.

Source: http://assist.dla.mil -- Downloaded: 2022-07-07T17:12Z