DHMS Deployment DD2794 CSDR Plan.xlsx

DD Form 2794, Pg 1 (METADATA)

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

10b. APPROVED PLAN REVISION NUMBER

DD FORM 2794 (PAGE 1), METADATA, MAY 2024 PREVIOUS EDITION IS OBSOLETE

mailto:Christopher.R.Metz2.civ@health.mil DD Form 2794, Pg 2 (REPORTING)

MAINT. &

REPAIR

PARTS

QUANTITY

Subtotal Cost X X

Reporting Contractor Profit/Loss or Fee X X

DD Form 2794, Pg 3 (EVENTS)

DD Form 2794, Pg 4 (REMARKS)

In addition to the direction provided in the associated CSDR Data Item Descriptions (DIDs) and the CSDR Manual (DoDM 5000.04), the following instructions, requirements, and considerations found on this page/worksheet shall be utilized when collecting data and preparing CSDR submissions. This CSDR Contract plan is intended to capture costs associated with the contract number(s) listed in block 9.b, irrespective of contract type (e.g., firm-fixed price, cost-plus fixed fee) or CLIN structure, including Over and Above, Advance Procurement, Long Lead Materials, Multiyear Procurement, Inter-Division or Inter-Company Work Orders (IWOs), Foreign Military Sales (FMS), Warranty, etc.

a. CSDR PLAN REMARKS & PREPARATION INSTRUCTIONS

1. Costs reported against this CSDR plan shall be cumulative in nature (i.e., each submission shall report any and all costs incurred on and prior to the submission’s “AS OF DATE” (block 14.e)).

i. WBS Element Names (block 11.c) Ending with "1...n (Contractor Shall Specify)": The contractor shall extend and specify (i.e., include additional WBS elements determined by the contractor) in order to provide additional insight into the contractor's technical approach or design. The additional WBS elements shall be developed in accordance with the WBS guidelines included in MIL-STD-881F (or latest version).

ii. The contractor may extend any WBS element in accordance with guidelines included in MIL-STD-881F (or latest version). Any changes to WBS, Order/Lot, End Item, and/or Period of Performance must be reported to the government prior to submission or immediately, with revised CSDR Plan, must be approved by the CSDR Plan approval authority.

b. SUBMISSION EVENTS & DATES

1. Deliverable Preparation Instructions by AS OF and DUE Dates: All CSDR deliverable “AS OF DATE[S]” and “DUE DATE[S]” listed in blocks 14.e and 14.f are identified for planning purposes only. Submission dates are subject to change and are determined in accordance with the event drivers as identified below:

i. All “DUE DATE” requirements are equal to the “AS OF DATE” plus 60 calendar days. If the calculated “DUE DATE” does not fall on a regular business day, the “DUE DATE” will be the next regular business day on the contractor’s accounting calendar.

ii. “Final” Submission Events must meet both of the following two conditions:

Condition 1: The final end item(s) has been delivered and accepted by the government (e.g., as evidenced by a completed DD-250) or higher tier contractor in the case of a subcontractor, and

Condition 2: 95% or more of all ATD costs associated with the Subtotal, G&A and FCCOM have been incurred relative to all costs the reporting entity expects to incur for each and every Order/Lot (defined in Item 4 of Data Group B) associated with the contract Subtotal, G&A, FCCOM and UB.

iii. If the Contract period of performance is extended by more than six months, or if the scope of work is modified to include work not otherwise covered by the CSDR Plan, the government may modify the CSDR Plan to require additional submission events and add additional WBS elements in order to ensure the accurate and complete collection of cost data associated with the modified contract.

c. COST & HOUR REPORT (FLEXFILE)

1. The Reporting Entity is required to provide unit or sublot (specify) reporting for any given Order/Lot and End Item as outlined in block 18 of the DD Form 2794.

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

3. WBS Definitions & Remarks (Data Group C) must match the technical content, cost content, and work content of each end item (see Block 17) for all WBS elements for each Cost and Hour (FlexFile) submission. The WBS Definitions & Remarks shall contain a disclosure statement detailing any differences between the CSDR reporting methodology and the reporting entity's Cost Accounting Standards. WBS Definitions & Remarks shall include a section detailing how parts are procured under this contract and any limitations of the parts procurement cost data or allocation of cost data for the WBS element.

4. The reporting entity must maintain and update WBS Definitions & Remarks throughout the life of the contract, IAW DI-FNCL-82162, if changes to the WBS occur, the reporting entity shall annotate and track changes by adding the “As of Date” of the submitted FlexFile report and indicate the changes to the WBS Definitions.

5. For WBS elements identified in block 11 of the CSDR plan that is not within the contract's scope of work, the reporting entity shall report in WBS Definitions & Remarks that “This CSDR WBS element is not associated with this contract’s scope of work”, and zero costs will be associated for ATD and FAC for these WBS elements.

6. Order/Lot: Block 16 Orders/Lots is meant to capture the discrete Delivery Orders/Task Orders exercised on the contract. If a Delivery Order/Task Order is exercised on the contract and the CSDR plan has not been updated, it is the Reporting Entity's responsibility to still submit the dollars and hours in the FlexFile tagged to the appropriate Delivery Orders/Task Orders. The CSDR plan will be revised accordingly to include all exercised Delivery Orders/Task Orders.

7. End Items: Block 17 of this CSDR Plan is meant to capture the discrete hardware end items that are DD-250'ed, ordered, procured, or exercised (as applicable) on the contract. If an End Item is DD-250'ed, ordered, procured, or exercised (as applicable) on the contract but is not listed in block 17, the contractor shall submit the dollars and hours in the Cost and Hour Report (FlexFile) and the quantity information in the Quantity Report tagged using the name of the End Item utilized on the contract. The CSDR Plan will be updated to include the appropriate End Item name in block 17, after report submission, if required.

i. End Item ID 1: The "Common" end item tag shall be used to report costs and hours which are not incurred or directly attributable to an individual end item. For example, overarching program management costs and hours that are required, independent of the type or quantity of end items on contract would be tagged against the “Common” end item. Common hardware (i.e., identical/homogeneous part numbers) procured and integrated into multiple end items shall utilize the end item tag for the prime product they were integrated onto and shall not be tagged with the “Common” end item.

8. The contractor shall utilize and include the following mappings from its accounting system to the Actual Cost-Hour Data tags:

i. {To be determined during the CSDR Readiness Review based on contractor's accounting system} = Tag1

ii. {To be determined during the CSDR Readiness Review based on contractor's accounting system} = Tag2

iii. {To be determined during the CSDR Readiness Review based on contractor's accounting system} = Tag3

d. SOFTWARE RESOURCE DATA REPORTING (SRDR) FORMATS

1. Software Resource Data Reporting is not required under this plan, as the contract is for software training and deployment services, NOT software development or maintenance.

e. TECHNICAL DATA REPORT

1. Include only UNCLASSIFIED/CUI information in Technical Data Report deliverables submitted to CADE. Notify the Government if any values associated with the Technical Parameter Requirements are classified.

2. Required technical data for the TDR will be a required outcome of the individual task order kick-off, and must be agreed to by the PEO DHMS CWIPT

f. RESOURCE DISTRIBUTION TABLE (RDT)

1. Submissions of the Resource Distribution Table (RDT) are required under the following conditions:

i. An RDT shall be delivered no later than seven calendar days before the “CSDR Readiness Review”. Prepare this submission of the RDT, in accordance with the RDT Instructions on the CADE website, at FAC/EAC value and utilizing the instructions at Block15.a.4.i.This copy of the RDT will be used during the “CSDR Readiness Review” in order to identify which subcontractors will be required to provide CSDR reporting via electronic submission of deliverables directly to CADE and which subcontractors may qualify for a CSDR direct reporting subcontractor waiver.

ii. The contractor must notify the government program office immediately of the contractor identifying that a subcontractor who, at the time of initial subcontractor award, was not anticipated to qualify for direct subcontractor CSDR reporting via electronic submission of deliverables directly to CADE but is subsequently anticipated to meet the CSDR direct reporting subcontractor threshold value due to changes to scopes of work, end-item design, subcontractor/supplier, or subcontract price changes since initial contract award (unless the newly identified subcontractor has already been issued a subcontractor reporting waiver associated with this contract).

g. CSDR READINESS REVIEW

1. The contractor shall host a CSDR-RR at the contractor’s facility where CSDRs are prepared with the Government’s Cost Working Group Integrated Product Team (CWIPT) IAW DFARS 242.503-2(b) and DoD Manual 5000.04 (CSDR Manual). The purpose of the CSDR-RR is to review the contract’s CSDR requirements and assess how the Contractor’s accounting system satisfies the CSDR requirements found in DODM 5000.04 and this CSDR Plan. Reference the CADE website for instructions and additional information: https://cade.osd.mil/policy/csdr-timeline

2. The contractor and CWIPT will also review the initial submission of the "Resource Distribution Table (RDT)", in order to finalize which subcontractors will be required to provide CSDR reporting and electronic submission of deliverables directly to Cost Assessment Data Enterprise (CADE), and which subcontractors may qualify for a CSDR direct reporting subcontractor waiver.

3. The CSDR-RR shall be held within 60 days of contract award or the start of work meeting on a date mutually agreed to by the CWIPT and the contractor. This meeting has an anticipated duration of one business day.

l. CONTRACT-SPECIFIC REMARKS

1. Report Not Applicable Items as 0

2. TDR should reflect same metrics as reported in the PEO DHMS Cost Schedule Performance (CSP) Report

DD FORM 2794 (PAGE 4), REMARKS, MAY 2024 PREVIOUS EDITION IS OBSOLETE

DD Form 2794, Pg 5 (SCOPE DEF)

(X if applicable)

DD Form 2794, Pg 9a (TECH RQTS)

DD Form 2794, Pg 9b (TECH RQTS)

DD FORM 2794 (PAGE 9b), TECHNICAL PARAMETER REQUIREMENTS, MAY 2024