Exhibit B - CDRLs.pdf

Exhibit B - RFP Number HDTRA1-12-R-0011

CONTRACT DATA REQUIREMENTS LIST

(1 Data Item)

Form Approved

OMB No. 0704-Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

A. CONTRACT LINE ITEM NO.

B. EXHIBIT

A

C. CATEGORY:

TDP TM OTHER

D. SYSTEM/ITEM

E. CONTRACT/PR NO.

F. CONTRACTOR

1. DATA ITEM NO.

A001

2. TITLE OF DATA ITEM

Shipping Standard Operating Procedures

3. SUBTITLE

N/A

4. AUTHORITY (Data Acquisition Document No.)

5. CONTRACT REFERENCE

6. REQUIRING OFFICE

DTRA/BE-BC and DTRA/CTR-PM

7. DD 250 REQ

9.DIST STATEMENT

REQUIRED

10. FREQUENCY

SEE BLOCK 16

12. DATE OF FIRST SUBMISSION

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES

8. APP CODE

11. AS OF DATE

CONTRACT

AWARD

13. DATE OF SUBSEQUENT

SUBMISSION

AS REQUIRED

Draft

Fi na l Reg Repro

16. REMARKS:

THE CONTRACTOR SHALL PROVIDE, IN DETAIL, STANDARD

OPERATING PROCEDURES (SOP) AS RELATED TO THE EXECUTION

OF THE CONTRACT. THE SOPS SHALL BE SPECIFIC TO THE

COUNTRY, PROGRAM, AND TASK BEING EXECUTED. THESE SOPS

SHOULD CONTAIN THE FOLLOWING FOR ALL TASKS:

COUNTRY CLEARANCE PROCEDURES

REQUIRED CERTIFICATES, REGISTRATIONS, AND ANY OTHER

GOVERNMENT REQUIRED LICENSES

TAX EXEMPTION PROCEDURES

IMPORT/EXPORT REQUIREMENTS

TECHNICAL AID SHIPMENT PROCESSES

AS WELL AS ANY TASKS DEEMED REQUIRED BY THE

GOVERNMENT.

BLOCK 10: AS REQUIRED BASED ON POLICY CHANGES OR DIRECTED BY THE GOVERNMENT.

BLOCK 12: 30 DAYS AFTER KICKOFF MEETING.

DTRA/BE-BC

DTRA/OP-CTIS

DTRA/CT-PM

CTR A&AS

15. TOTAL 4

G. PREPARED BY

H. DATE

I. APPROVED BY

Nadine Rafaels, Contracting Officer

J. DATE

DD Form 1423-1, AUG96 (EG) PREVIOUS EDITION MAY BE USED. Page 1 of 1

(MicroSoft Word 97, DD Form 1423-1, AUG96 (EG) PREVIOUS EDITION MAY BE USED. Page 1 of 1 Pages

(MicroSoft Word 97, DEC99)

CONTRACT DATA REQUIREMENTS LIST

(1 Data Item)

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of

Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

C. CATEGORY:

A002

2. TITLE OF DATA ITEM

Contract Performance Report (CPR)

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-81466A

DTRA/BE-BC / DTRA/CTR-PM

7. DD 250 REQ

N/A

REQUIRED

MONTHLY

60 DAYS AFTER CONTRACT

SEE BLOCK 16

13. DATE OF SUBSEQUENT

Final

Reg Repro

16. REMARKS:

Tailor DI-MGMT 81466 A as follows:

Block 4:

Report data on Format 1 at WBS Level as specified for each Task Order. Default level is 5.

Format 5 variance analysis are required for the following variances in Format 1 (specify for each task order):

- Current period cost or schedule variances exceeding +/-10 %

- Cumulative cost or schedule variances exceeding +/- 10%

- Variances at completion exceeding +/-10 %

- Other significant variances that are causing or are likely to cause significant cost or schedule overruns (contractor determined)

The Government reserves the right to review and modify (through negotiations) the reporting levels for Formats 1 and variance thresholds for Format 5 during the performance of the contract.

Formats 3 reporting periods shall be monthly for at least six months, quarterly for at least two quarters, and then quarterly, semi-annually, or annually to completion.

Block 9: Information of Administrative or Operational Use.

Block 11: The CPR shall be prepared on a monthly basis, at the end of the contractor’s monthly accounting period. Formats 1, 3, 4, and 5 are required to be submitted monthly.

Block 13: Subsequent submissions shall be due NLT 12 working days after the close of the contractor’s monthly accounting period. Final submission is due when the last agreement/acknowledgement significant milestone/deliverable as defined by the contract has been achieved and remaining risk areas have been mitigated with Government concurrence.

Block 14: Electronic submission required in the form of an attachment to an e-mail. The format shall be appropriate to the nature of the document using Microsoft Office Suite (Word, Excel, Powerpoint and Project) 2003.

DTRA/BE-BC 1

DTRA/CTR-PM 1

DTRA/OP-CTIS 1

DTRA/BE-BLLS 1

CTR/A&AS 1

15. TOTAL 5

J. DATE

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of

Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

A TDP TM OTHER

D. SYSTEM/ITEM E. CONTRACT/PR NO. F. CONTRACTOR

1. DATA ITEM NO. 2. TITLE OF DATA ITEM 3. SUBTITLE

A004 Packaging, Marking and Documentation N/A

4. AUTHORITY (Data Acquisition Document No.) 5. CONTRACT REFERENCE 6. REQUIRING OFFICE

N/A DTRA/CTIS

7. DD 250 REQ 9.DIST STATEMENT

REQUIRED

10. FREQUENCY 12. DATE OF FIRST SUBMISSION 14. DISTRIBUTION

N/A N/A SEE BLOCK 16 SEE BLOCK 16 b. COPIES

8. APP CODE 11. AS OF DATE 13. DATE OF SUBSEQUENT

SUBMISSION

a. ADDRESSEE

Draft

Final

N/A SEE BLOCK 16 SEE BLOCK 16 Reg Repro

16. REMARKS: DTRA/CTI/PM 1

Block 10: Each new shipment delivery

Block 11: Award of first task order

Block 12: Day of shipment

Block 13: Day of each new shipment

Remarks: The contractor shall conform to Section J. The Master Inventory

List (MIL) shall be updated with the box/crate number and ISO container that the items are packed in. MSDS and IMO Declaration for Hazardous

Material Cargo shall be given to the freight carrier at pick up. See format requirements in CDRL A001. An “Intermodal Certification” shall be delivered as described in Section J, Attachment 2, Para 4.c.2. The freight carrier defined as the DTRA contracted carrier who picks up the cargo.

DTRA/CTI 1

DTRA/A&AS 1

H. DATE I. APPROVED BY

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of

Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

A TDP TM OTHER

A006 Information System Interface Design Document N/A

4. AUTHORITY (Data Acquisition Document No.) 5. CONTRACT REFERENCE 6. REQUIRING OFFICE

DI-MGMT-DI-IPSC-81436A DTRA/CTIS

7. DD 250 REQ 9.DIST STATEMENT

REQUIRED

10. FREQUENCY 12. DATE OF FIRST SUBMISSION 14. DISTRIBUTION

N/A N/A QTRLY SEE BLOCK 16 b. COPIES

8. APP CODE 11. AS OF DATE 13. DATE OF SUBSEQUENT

SUBMISSION

a. ADDRESSEE

Draft

Final

N/A CONTRACT

AWARD

SEE BLOCK 16 Reg Repro

16. REMARKS: DTRA/CTI/PM 1

The Information Interface Design Document will describe the agreed upon interface capabilities for the contractor’s Enterprise Management System

(EMS) to be used by the customer in the performance of the contract.

The IS Interface Design Document must be in Microsoft Word compatible and can be submitted in contractor’s format. The final document is subject to bilateral agreement between US Government and the contractor. The

CLS Team will discuss the IS Interface Design Document and DI-MGMT-

DI-IPSC-81436A at the Project Kick-Off meeting to finalize the Plan content.

Block 12: 30 Days after Project Kick-Off Meeting

Block 13: Updated Quarterly if required

DTRA/CTI 1

DTRA/A&AS 1

H. DATE I. APPROVED BY

CONTRACT DATA REQUIREMENTS LIST

(1 Data Item)

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

B. EXHIBIT C. CATEGORY:

A007

2. TITLE OF DATA ITEM

Communications Plan

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-80555A

5. CONTRACT REFERENCE

N/A

6. REQUIRING OFFICE

REQUIRED

QUARTERLY

30 DAYS AFTER KICK OFF MTG

8. APP CODE 11. AS OF DATE 13. DATE OF SUBSEQUENT

AT QPMR

Reg Repro

16. REMARKS:

THIS DOCUMENT DELINEATES REQUIRED DELIVERABLES AND COMMUNICATIONS TOOLS,

THEIR FREQUENCY, AND THEIR METHOD OF DELIVERY. THE PURPOSE OF THIS PLAN IS TO

ENSURE CLEAR CHANNELS OF COMMUNICATION BETWEEN PERFORMING CONTRACTOR AND

THE DEFENSE THREAT REDUCTION AGENCY (DTRA). THERE ARE SIX MAJOR CATEGORIES

REQUIRED. THEY ARE AS FOLLOWS: MEETINGS, CONTRACT DATA REQUIREMENTS LIST

(CDRL), REPORTS, QUALITY ASSURANCE AND SURVEILLANCE PLAN (QASP), PMO FUNDING

DISTRIBUTION AND DOCUMENT RETENTION. THIS PLAN WILL BE UPDATED DURING THE

PROGRAM MANAGEMENT REVIEWS (PMR) OR AS DEEMED NECESSARY.

THE CIS TEAM WILL DISCUSS THE COMMUNICATION PLAN AND DI-MGMT-8055A AT THE

PROJECT KICK-OFF MEETING TO FINALIZE THE PLAN CONTENT.

DTRA/CT-PM 1

DTRA/OP-CTIS 1

CTR A&AS 1

15. Total 4

Form Approved

OMB No. 0704-0188

Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses. Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

C. CATEGORY:

TDP TM OTHER X

HDTRA1-12-R-0010 / HDTRA1-12-C-

1. DATA

ITEM NO.

A008

2. TITLE OF DATA ITEM

Lost, Stolen and Damaged Cargo Report

3. SUBTITLE

N/A

4. AUTHORITY (Data Acquisition Document No.) DI-MGMT-80442

N/A

5. CONTRACT REFERENCE

N/A

6. REQUIRING OFFICE

DTRA/CTI

7. DD 250

REQ

REQUIRE

8. APP

CODE

UPON AWARD

13. DATE OF SUBSEQUENT

Reg Repro

THE CONTRACTOR SHALL PREPARE A LOSS AND DAMAGE REPORT TO INCLUDE THE FOLLOWING:

DESCRIPTION OF THE DAMAGE, DATE DISCOVERED, LOCATION, DESCRIPTION OF THE TYPE OF LOSS OR DAMAGE, VISIBLE AND NOTED (I.E. NOT APPARENT AT THE TIME OF DELIVERY AND RECORDED IN DETAIL ON THE PROOF OF DELIVERY) OR CONCEALED (I.E. NOT APPARENT AT THE TIME OF DELIVERY), FACTS KNOWN ABOUT THE INCIDENT, PERSONNEL INVOLVED, ITEMIZED LIST OF MATERIAL INVOLVED, PICTURES OF DAMAGE, NARRATIVE OF CORRECTION ACTION, COPY OF THE INSPECTION/DAMAGE REPORT, CLAIM FORM AND POINT OF CONTACT FOR THE REPORT. INVENTORY ITEMS REPORTED LOST, STOLEN, OR DAMAGED BEYOND ECONOMICAL REPORT SHALL BE REPORTED IAW BLOCKS 10-13 BELOW AND SHALL BE

ANNOTATED IN THE A002 MASTER GOVERNMENT PROPERTY-PHYSICAL INVENTORY REPORT. THE

CONTRACTOR SHALL POST THIS REPORT ON CTS EIDS, WHICH SHALL CONSTITUTE DELIVERY.

BLOCK 10: AS REQUIRED WHEN DAMAGE OR LOSS IS FOUND.

BLOCK 12: WHEN FIRST DAMAGE OR LOSS IS FOUND AND REPORTED AT THE NEXT WEEKLY SHIPPING

STATUS MEETING

BLOCK 13: WHENEVER DAMAGE OR LOSS IS FOUND

DTRA

DTRA/OP-CTIS 1

DTRA/CT-PM 1

DTRA/BE-BLLS 1

CTR A&AS 1

CIS Task Lead 1

Transportation

Analysts

Export Compliance

Advisor

15. TOTAL 8

CONTRACT DATA REQUIREMENTS LIST

(1 Data Item)

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of

Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

C. CATEGORY:

A009

2. TITLE OF DATA ITEM

Environmental Health & Safety Plan

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-SAFT-81626

5. CONTRACT REFERENCE 6. REQUIRING OFFICE

DTRA/BE-BC and DTRA/CTR-PM

7. DD 250 REQ 9.DIST STATEMENT

11. AS OF DATE 13. DATE OF SUBSEQUENT

Reg Repro

16. REMARKS:

THE CONTRACTOR SHALL DEVELOP AND IMPLEMENT A DEMONSTRABLE PROJECT

SAFETY PROGRAM TO PREVENT ACCIDENTS, PRESERVE THE LIFE AND HEALTH OF

PERSONNEL, AND MINIMIZE EQUIPMENT LOSS AND DOWNTIME. THIS PROGRAM WILL BE

BASED ON A SAFETY HAZARDS ASSESSMENT OF ALL OPERATIONS TO INCLUDE, BUT NOT

LIMITED TO: EQUIPMENT AND VEHICLE MAINTENANCE, EQUIPMENT AND VEHICLE

OPERATION, WAREHOUSE AND MATERIAL HANDLING PROCEDURES, AND HAZARDOUS

MATERIAL STORAGE, USE, AND DISPOSAL PROCEDURES. ACTIVITY ON THE PROGRAM

WILL BE DOCUMENTED AND REPORTED AS NECESSARY, BUT NOT LESS THAN EVERY

THREE MONTHS DURING THE CONTRACTOR’S QPMR.

THE FINAL DOCUMENT IS SUBJECT TO BILATERAL AGREEMENT BETWEEN US

GOVERNMENT AND THE CONTRACTOR. THE CIS TEAM WILL DISCUSS THE

ENVIRONMENTAL HEALTH AND SAFETY PLAN AND DI-SAFT-81626 AT THE PROJECT KICK-

OFF MEETING TO FINALIZE THE PLAN CONTENT.

BLOCK 12: 45 DAYS AFTER PROJECT KICK-OFF MEETING.

BLOCK 13: DURING QUARTERLY PMR.

(1 Data Item)

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of

Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

A. CONTRACT LINE ITEM NO. B. EXHIBIT

A

C. CATEGORY:

A010

2. TITLE OF DATA ITEM

Significant Incidence Report

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DL-SAFT-81563

5. CONTRACT REFERENCE 6. REQUIRING OFFICE

DTRA/BE-BC and DTRA/CTR-PM

7. DD 250 REQ 9.DIST STATEMENT

AS NEEDED

WITHIN 24 HOURS OF INCIDENT

A DETAILED INCIDENT REPORT SHALL BE COMPLETED BY THE CONTRACTOR TO

IDENTIFY CRITICAL OR SENSITIVE INFORMATION REQUIRING THE IMMEDIATE

ATTENTION OF THE COR, AND/OR THE CONTRACTING OFFICER. THE SIR SHALL BE

PREPARED AND SUBMITTED IN A TIMELY MANNER, BY THE CONTRACTOR, FOR EACH

INCIDENT OR ACCIDENT. WHEN SUBMITTING A SIR, THE CONTRACTOR SHALL REPORT

THE FOLLOWING INFORMATION: TYPE OF INCIDENT, DATE AND TIME INCIDENT

OCCURRED, POSITION AND TITLE OF EMPLOYEE, LOCATION OF INCIDENT, INDIVIDUALS

INVOLVED AND A NARRATIVE SUMMARY OF THE INCIDENT, REMARKS, AND PUBLICITY

(DEGREE OF NEWS MEDIA COVERAGE). THE CONTRACTOR IS ENCOURAGED TO

PROVIDE DIGITAL PHOTOGRAPHS TO DOCUMENT/VISUALIZE THE SIR AS NEEDED.

THE FINAL DOCUMENT IS SUBJECT TO BILATERAL AGREEMENT BETWEEN US

GOVERNMENT AND THE CONTRACTOR. THE CIS TEAM WILL DISCUSS THE SIGNIFICANT

INCIDENT REPORT AND DI- SAFT-81563 AT THE PROJECT KICK-OFF MEETING TO

FINALIZE THE PLAN CONTENT.

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of

Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

A. CONTRACT LINE ITEM NO. B. EXHIBIT C. CATEGORY:

A011 Contract Transition Plan

4. AUTHORITY (Data Acquisition Document No.) 5. CONTRACT REFERENCE 6. REQUIRING OFFICE

N/A PWS CTIS

7. DD 250 REQ 9.DIST STATEMENT

REQUIRED

10. FREQUENCY 12. DATE OF FIRST SUBMISSION 14. DISTRIBUTION

AS SCHEDULED 30 DAYS AFTER CONTRACT

AWARD

8. APP CODE N/A

a. ADDRESSEE

Draft

Final

6 MONTHS FROM CONTRACT END

3 MONTHS FROM CONTRACT END

Reg Repro

16. REMARKS: DTRA CTIS COR 1 1

Item 2. Plan to be in accordance with the commonly accepted transition plans. Data to include:

1. EXECUTIVE SUMMARY

Describe the transition plan at a high level and what the plan should accomplish. This section should include an overview and history of the contract, who the contract is currently with, who it is transitioning to, and the timeframe/period of transition.

2. TRANSITION APPROACH

Explain the overall approach to the transition. Discuss staffing during the transition – scale down or increase? Duration of transition. Document assumptions. Document interface with new contractor.

3. TRANSITION TEAM ORGANIZATION

Provide an organizational chart showing all resources and their roles in the transition. Key team members should be from both the incumbent and new contractors as well as the customer.

4. WORKFORCE TRANSITION

In order to set expectations and allow for adequate transition planning, the workforce must be determined and communicated ahead of time. Will workforce transition from one contractor to new contractor?

5. WORK EXECUTION DURING TRANSITION

Discuss the level of work to be performed during the transition period and the impact of the transition on that work (i.e. shipments in progress, inventory in warehouse, anticipated shipments, travel delegations, conference logistics, etc.).

6. SUBCONTRACTS

Document all the existing subcontracts and if/how they will be transitioned.

7. PROPERTY TRANSITION

7.1. Government Furnished Equipment (GFE)

Provide property disposition recommendations and schedule based on equipment condition and in accordance with FAR/DFARSS. Property may include but not limited to, Contractor Acquired Property

(GAP), hardware such as laptops/PCs, software bundles or add-ons, portable electronic devices (PEDs), and cell phones.

7.2. Incumbent Owned Equipment/Software

Equipment owned by the incumbent contractor will usually remain with incumbent. However, there may be instances where incumbent owned equipment supports customer services. This section should state that incumbent owned equipment will remain with the incumbent - and identify options where this equipment may be available for purchase by the new contractor or customer for their use.

7.3. Intellectual Property

Describe how intellectual property will be handled as part of the transfer process. Intellectual property may include various documentation, supplier and subcontractor information, service agreements, or original designs or plans.

8. KNOWLEDGE TRANSFER

Discuss what knowledge will be transferred from the incumbent staff to the staff of the new contractor and how that will be accomplished.

9. SCHEDULE

Provide a GANTT chart schedule of the transition. The complexity of the transition will dictate the level of detail required in the schedule. All major milestones, their dependencies, responsible party, as well as the transition start and completion dates should be included at a minimum.

10. TURNOVER AND ACCEPTANCE

Discuss how the new contractor will formally accept the turnover at the end of the transition. Checklist for acceptance or formal sign-off?

11. METRICS AND PROGRESS:

Describe how progress and metrics will be reported during the transition phase.

12. REQUIREMENTS:

List the contractor’s requirements and responsibilities during the transition phase.

New Contractor 1

CTSC 1

DTRA BCO 1

15. TOTAL 1 4

G. PREPARED BY H. DATE I. APPROVED BY J. DATE

DD Form 1423-1, AUG96 (EG) PREVIOUS EDITION MAY BE USED. Page of Pages

(1 Data Item)

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses. Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

C. CATEGORY:

A013

2. TITLE OF DATA ITEM

DATA Accession List

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-81453A

REQUIRED

90 DAYS AFTER PROJECT KICK

OFF MEETING

PROJECT

MEETING DATE

13. DATE OF SUBSEQUENT

THE PURPOSE OF THE DATA ACCESSION LIST (DAL) IS TO PROVIDE A MEDIUM FOR

IDENTIFYING CONTRACTOR INTERNAL DATA WHICH HAS BEEN GENERATED BY THE

CONTRACTOR IN COMPLIANCE WITH THE WORK EFFORT DESCRIBED IN THE

PERFORMANCE WORK STATEMENT (PWS). THE DAL IS AN INDEX OF THE GENERATED DATA.

THE FINAL DOCUMENT IS SUBJECT TO BILATERAL AGREEMENT BETWEEN US GOVERNMENT

AND THE CONTRACTOR. THE CIS TEAM WILL DISCUSS THE DATA ACCESSION LIST AND DI-

MGMT-81453A AT THE PROJECT KICK-OFF MEETING TO FINALIZE THE CONTENT.

DTRA/BE-BC

DTRA/OP-CTIS

DD Form 1423-1, AUG96 (EG) PREVIOUS EDITION MAY BE USED. Page of Pages

(1 Data Item)

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of

Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

A. CONTRACT LINE ITE

C. CATEGORY:

A101

2. TITLE OF DATA ITEM

Master Government Property List

3. SUBTITLE

GFP, GFE, GFM, and Contractor Acquired Property

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-80269

REQUIRED

MONTHLY

45th Calendar Day Following

Contract/Task Order Award

8. APP CODE 11. AS OF DATE

SEE BLK 16

13. DATE OF SUBSEQUENT

BLOCK 4: THIS DID IS FOR REFERENCE ONLY. THE REPORT SHALL BE PREPARED

ACCORDING TO THE REMARKS BELOW.

BLOCK 11: AWARD OF CONTRACT/TASK ORDER.

BLOCK 13: 10TH CALENDAR DAY OF EACH MONTH (OR SUCCEEDING QUARTER)

REMARKS: DURING PERFORMANCE OF THE CONTRACT, THE CONTACTOR MAY

PURCHASE MATERIAL OR EQUIPMENT USING GOVERNMENT FUNDS {CONTRACTOR

ACQUIRED PROPERTY (CAP)} IF APPROVED BY THE CONTRACTING OFFICER. THE

CONTRACTOR SHALL PROVIDE A MASTER GOVERNMENT PROPERTY LIST (MPGL),

INCLUSIVE OF ALL CAP, ON THE 45TH CALENDAR DAY FOLLOWING CONTRACT/TASK

ORDER AWARD AND THE 10TH DAY OF EACH MONTH SUBSEQUENT MONTH.

THE MPGL SHALL INCLUDE ALL EQUIPMENT/PROPERTY PROVIDED TO THE CONTRACTOR,

INCLUDING EQUIPMENT TRANSFERRED BETWEEN PROJECTS, BROKEN AND OBSOLETE

EQUIPMENT, AND ITEMS PURCHASED OUTSIDE THE UNITED STATES. THE MPGL SHALL

CONSIST OF THE FOLLOWING DATA ELEMENTS AT A MINIMUM: ACCOUNTABLE

CONTRACT/TASK ORDER#, ORIGINAL MANUFACTURER’S NOUN NAME,

DESCRIPTION/COMMERCIAL USE, ORIGINAL MANUFACTURER’S PART#, MODEL#, SERIAL#,

DTRA ASSET ID#, EQUIPMENT IDENTIFICATION#, QUANTITY AND TASK/ORDER TO WHICH

THE EQUIPMENT IS ASSIGNED, WORK BREAK DOWN SCHEDULE (WBS) PROJECT#, ITEM

UNIQUE IDENTIFIER OR EQUIVALENT, PROJECT DESCRIPTOR, EQUIPMENT LOCATION,

DATE PLACED IN SERVICE, CONDITION OF PROPERTY, STATUS (ACTIVE, STORED, IN-

TRANSIT OR WAITING DISPOSAL). GOVERNMENT PROPERTY TYPE {GOVERNMENT

FURNISHED EQUIPMENT (GFE), GOVERNMENT FURNISHED MATERIAL (GFM),

GOVERNMENT FURNISHED PROPERTY (GFP), CAP}, UNIT ACQUISITION COST (FROM

ACCOUNTING SYSTEM) AND REMARKS..

THE MPGL SHALL BE DELIVERED ELECTRONICALLY IN A SPREADSHEET USING

MICROSOFT OFFICE EXCEL FORMAT. ABBREVIATIONS ARE PROHIBITED.

NINETY (90) DAYS PRIOR TO CONTRACT EXPIRATION, THE CONTRACTOR SHALL SUBMIT A

MGPL SUITABLE FOR CLOSE-OUT PURPOSES CONTAINING USE/DISPOSITION

RECOMMENDATIONS.

DTRA/BE-BLLS 1

DD FORM

1423-1, FEB

2001 PREVIOUS EDITION MAY BE USED Page of Pages

CONTRACT DATA REQUIREMENTS LIST (CDRL)

Form Approved OMB No. 0704-0188

The public reporting burden for this collection of information is estimated to average 110 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 the 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 form to the above organization. Send completed form to the Government Issuing Contracting Officer for the Contract/PR No. listed in Block E.

C. CATEGORY:

TDP TM OTHER X

A102

2. TITLE OF DATA ITEM

MASTER GOVERNMENT PROPERTY LIST - PHYSICAL

INVENTORY

3. SUBTITLE

GOVERNMENT FURNISHED AND

CONTRACTOR ACQUIRED PROPERTY

4. AUTHORITY (Data Acquisition Document No.)

DI-MGMT-80441

5. CONTRACT REFERENCE 6. REQUIRING OFFICE

DTRA/BE-BC and DTRA/CTR-PM

7. DD 250 REQ

N/A

9. DIST STATEMENT

REQUIRED

10. FREQUENCY

ANNUALLY

12. DATE OF FIRST SUBMISSION

8. APP CODE 11. AS OF DATE

CONTINOUS

13. DATE IF SUBSEQUENT SUBM.

Reg Repro

16. REMARKS

BLOCK 4: THIS DID IS FOR REFERENCE ONLY. THE REPORT SHALL BE PREPARED ACCORDING TO THE

REMARKS BELOW

BLOCK 12: 30

TH

CALENDAR DAY FOLLOWING CONTRACT/TASK ORDER AWARD BLOCK 13:

ANNUALLY BY 1 SEPTEMBER EACH YEAR

REMARKS: THE CONTRACTOR SHALL ANNUALLY PERFORM, RECORD AND DISCLOSE PHYSICAL INVENTORY RESULTS OF ALL GOVERNMENT PROPERTY UNDER CONTRACTOR'S ACCOUNTABILITY, STEWARDSHIP, POSSESSION OR CONTROL.

THE PHYSICAL INVENTORY REPORT SHALL IDENTIFY THE CONTRACTOR'S POINT OF CONTACT WITH TELEPHONE NUMBER, SIGNATURE AND THE FOLLOWING DATA ELEMENTS AT A MINIMUM: ACCOUNTABLE CONTRACT AND TASK ORDER NUMBER TO WHICH PROPERTY IS ASSIGNED, ORIGINAL MANUFACTURER'S NOUN NAME, CESCRIPTION/COMMERCIAL USE , ORIGINAL MANUFACTURER'S PART NUMBER, MODEL NUMBER, SERIAL NUMBER, DTRA ASSET ID#, EQUIPMENT IDENTIFICATION NUMBER, QUANTITY COUNTED, ITEM UNIQUE IDENTIFIER OR EQUIVALENT, PROJECT DESCRIPTOR, PROPERTY LOCATION, DATE PLACED IN SERVICE, CONDITION OF PROPERTY, STATUS (ACTIVE, STORED, IN-TRANSIT OR WAITING DISPOSAL). GOVERNMENT

PROPERTY TYPE (GOVERNMENT FURNISHED EQUIPMENT, GOVERNMENT FURNISHED MATERIAL,

GOVERNMENT FURNISHED SPECIAL TOOLING, GOVERNMENT FURNISHED SPECIAL TEST EQUIPMENT, GOVERNMENT FURNISHED REAL PROPERTY, CONTRACTOR ACQUIRED EQUIPMENT, CONTRACTOR ACQUIRED MATERIAL, CONTRACTOR ACQUIRED SPECIAL TOOLING, CONTRACTOR ACQUIRED SPECIAL TEST EQUIPMENT, CONTRACTOR ACQUIRED REAL PROPERTY), UNIT ACQUISITION COST (FROM ACCOUNTING SYSTEM) AND

REMARKS.

THE PHYSICAL INVENTORY REPORT SHALL BE DOCUMENTED IN WRITING AND VALIDATED/CONFIRMED, VIA SIGNATURE BY BOTH THE CONTRACTOR’S PROPERTY ADMINSTRATOR AND THE DTRA’S

GOVERNMENT REPRESENTATIVE. INVENTORY DISCREPANCIES MUST BE REPORTED IMMEDIATELY TO

THE CONTRACTING OFFICER, CONTRACTING OFFICER'S REPRESENTATIVE/PROGRAM MANAGER OR

DTRA ACCOUNTABLE PROPERTY OFFICER. THE REPORT SHALL CONTAIN ORIGINAL SIGNATURES WITH SPREADSHEET AND ATTACHMENTS AND BE DELIVERED ELECTRONICALLY IN A SPREADHSEET USING

MICROSOFT OFFICE EXCEL. ABBREVIATIONS ARE NOT ALLOWED.

NINETY (90) DAYS PRIOR TO CONTRACT EXPIRATION, THE CONTRACTOR SHALL SUBMIT A FINAL PROPERTY IDENTIFICATION LISTING SUITABLE FOR CLOSE-OUT PURPOSES CONTAINING USE/DISPOSITION RECOMMENDATIONS. THE REPORT MUST BE REVIEWED, APPROVED AND SIGNED BY THE DRTA ACCOUTABLE

PROPERTY OFFICER PRIOR TO CONTRACT CLOSE

DTRA/BE-BC

DTRA/CTR/PM

DTRA/BE-BLLS

DTRA/OP/CTIS 1

Nadine Rafaels, CONTRACTING OFFICER

CONTRACT DATA REQUIREMENTS LIST

(1 Data Item)

Form Approved

OMB No. 0704-0188 Public reporting burden for this collection of information is estimated to average 110 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 this burden, to Department of Defense, Washington Headquarters

Services, Directorate for Information Operations and Reports, 1215 Jefferson Davis Highway, Suite 1204, Arlington, VA. 22202-4302, and to the Office of

Management and Budget, Paperwork Reduction Project (0704-0188), Washington, DC 20503. Please DO NOT RETURN your form to either of these addresses.

Send completed form to the Government Issuing Contracting Officer for Contract/PR No. listed in Block E.

C. CATEGORY:

A600

2. TITLE OF DATA ITEM

Transfer of Custody (TOC)

3. SUBTITLE

4. AUTHORITY (Data Acquisition Document No.)

DTRA/BE-BC / DTRA/CTR-PM

7. DD 250 REQ

N/A

SEE BLOCK 16

13. DATE OF SUBSEQUENT

Reg Repro

16. REMARKS:

Block 10: TOCs will be conducted by the contractor whenever property is transferred to an agent of the host nation.

Block 11: As required.

Block 12: As required.

Block 13: As required.

Remarks: The Transfer of Custody is CTR’s primary tool for tracking property given to host nations as part of CTR programs. The TOC form is filled out and signed by the contractor and a host nation representative. This action should be accomplished when the item is physically handed over to the host nation representative, if this is not possible the TOC will be performed within 45 days of the physical transfer. When equipment is being purchased for integration into a larger assembly or structure, a TOC of the final assembly or structure may be appropriate. Please contact CTR-CTIS for special instruction in these situations. Several versions of the cover form are attached; however the contractor is free to make changes to this document to cover agreements and/or countries not currently included. Additionally, the TOC will be accompanied by an inventory of all property being transferred. Both documents should be completed in English and the host nation language.

After the forms are completed and signed, they will be posted to the CTRIC Business Hub, TOC

Docs folder. The TOC will be in PDF form, and the inventory will be an Excel file.

If for any reason a contractor cannot perform the TOC within the allotted time, or if there are questions regarding the completion of a TOC, then they are to contact the Contracting Officer’s

Representative (COR).

Attachments:

1. Transfer of Custody form (multiple translations)

2. Inventory Form

DTRA/OP-CTIS 1

DTRA/BE-BLLS 1