Exhibit A004 Transition-In Plan CDRL.pdf

PDF 117 KB Posted Apr 6, 2026

Attached to: Program Executive Office (PEO) Defense Healthcare Management Systems (DHMS) Deployment Solutions
Solicitation number: HT003826RE001
Issued by: Defense Health Agency

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Instructions

Instructions:

FINANCIALS:

· The Contractor shall develop a detailed financial plan for each Task Order in the PEO CSP Report Template. The detailed financial plan shall include the following fields for each financial line item:

Field Type Description Possible Values

Name Text The name of the financial line item.

Contractor Unique ID Text Alignment of Cost Element to Contractor Unique ID

WBS Element Text Alignment of Cost Element to WBS Element in MIL-STD-881F See MIL-STD-881F Appendix J

Status Dropdown The status of the financial line item. * (Blank)

* Open

* Closed

Health Dropdown An indicator of the financial line item’s health. * (Blank) for financial line items which do not need to report Health.

* “On-Track” for financial line items with a Planned/Actual Estimate at Completion less than or equal to the Baselined Budget at Completion.

* “At-Risk” for financial line items with a Planned/Actual Estimate at Completion between 0-10% over the Baselined Budget at Completion.

* “Off-Track” for financial line items with a Planned/Actual Estimate at Completion greater than 10% over the Baselined Budget at Completion.

* “Unknown” for financial line items which need to report Health but have not yet been baselined.

CLIN/SLIN Text The Contract Line Item Number, or Sub-contract Line Item Number, whichever level of detail is lower

Start Date Date The planned/actual start date of the financial line item. This is used to determine which cost periods are applicable to the financial line item.

Finish Date Date The planned/actual finish date of the financial line item. This is used to determine which cost periods are applicable to the financial line item.

Category Dropdown The category of expense for the line item * (Blank)

* Labor

* Travel

* Materials

* Equipment

Description Text Description or Notes for this line item

Escalation Flag Dropdown Toggles On for escalating this item to attention * (Blank)

* On

Budget Currency The budgeted amount for each financial line item and period.

Estimate Currency The estimated amount for each financial line item and period.

Actual Currency The actual amount for each line financial item and period.

· The Contractor shall work with the Government to mutually agree to baseline the detailed finanical plan within 60 days of Contract award.

o The Contractor shall work with the Government to mutually agree to any changes to the baselined detailed financial plan thereafter

· The Contractor shall update and deliver the detailed financial plan in the PEO CSP Report Template by the 15th of each month.

SCHEDULES:

· The Contractor shall develop a detailed scheduled for each Task Order in the PEO CSP Report Template. The detailed scheduled shall align contract tasks and milestones with the MIL-STD-881F Work Breakdown Structure (WBS) in accordance with the Contractor Work Breakdown Structure (CWBS) Dictionary (CDRL A0##), and shall include the following fields:

Field Type Description Possible Values

Name Text The name of work breakdown structure (WBS) or task.

Contractor Unique ID Text Alignment of Task to Contractor Unique ID

WBS Element Text Alignment of Task to WBS Element in MIL-STD-881F See MIL-STD-881F Appendix J

Duration Integer The number of standard work days that it will take to complete the task.

Start Date Date The planned/actual start date of the task.

Finish Date Date The planned/actual finish date of the task.

Percent Complete Dropdown The percentage complete for the task. 0-100 (integers only).

Health Dropdown An indicator of the task’s health. * (Blank) for tasks which do not need to report Health.

* “On-Track” for tasks with a Planned/Actual Finish Date before or on the Baselined Finish Date.

* “At-Risk” for tasks with a Planned/Actual Finish Date between 1 and 30 days after the Baselined Finish Date.

* “Off-Track” for tasks with a Planned/Actual Finish Date greater than 30 days after the Baselined Finish Date.

* “Unknown” for tasks which need to report Health but have not yet been baselined.

Reporting Level Dropdown An indicator of the task’s reporting level. * (Blank)

* Executive

* Program Manager

* Project Manager

* Project Support

Escalation Flag Dropdown Toggles On for escalating this item to attention * (Blank)

* On

· The Contractor shall work with the Government to mutually agree to baseline the detailed schedule within 60 days of Contract award.

o The Contractor shall work with the Government to mutually agree to any changes to the baselined detailed schedule thereafter

· The Contractor shall update and deliver the detailed schedule in the PEO CSP Report Template by the 15th of each month.

METRICS:

· The Contractor shall develop a detailed metric plan for each Task Order in the PEO CSP Report Template. The detailed metric plan shall include the following fields for each metric line item:

Field Type Description Possible Values

Name Text The name of the metric line item.

WBS Element Text Alignment of Metric to WBS Element in MIL-STD-881F See MIL-STD-881F Appendix J

Status Dropdown The status of the metric line item. * (Blank)

* Open

* Closed

Health Dropdown An indicator of the metric line item’s health. * (Blank) for metric line items which do not need to report Health.

* “On-Track” for metric line items with a Planned/Actual Estimate at Completion which meets performance or overperforms compared to the Baseline at Completion.

* “At-Risk” for metric line items with a Planned/Actual Estimate at Completion which underperforms the Baseline at Completion by 0-10%.

* “Off-Track” for metric line items with a Planned/Actual Estimate at Completion which underperforms the Baseline at Completion by greater than 10%.

* “Unknown” for metric line items which need to report Health but have not yet been baselined.

Category Dropdown The category of metric line item. * (Blank)

* Quality

* DevSecOps

* Usage

* Delivery

* Process

* Technical Characteristics

* Cyber

Unit of Measure Text The unit of measure of the metric line item.

Description Text Description or Notes for this line item

Escalation Flag Dropdown Toggles On for escalating this item to attention * (Blank)

* On

Baseline Number The baselined amount for each metric line item and period.

Target Number The targeted amount for each metric line item and period.

Actual Number The actual amount for each line metric item and period.

· The Contractor shall work with the Government to mutually agree to baseline the detailed metric plan within 60 days of Contract award.

o The Contractor shall work with the Government to mutually agree to any changes to the baselined detailed metric plan thereafter

· The Contractor shall update and deliver the detailed metrics in the PEO CSP Report Template by the 15th of each month.

Financials

Tracker: Costs

Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 TOTAL

Line Item Name

Contractor

Unique ID

WBS Element

Status

Health

CLIN/SLIN

Start Date

Finish Date

Category

Description

Escalation Flag

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

Estimate

Actual

Budget

$0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

Total $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0

Schedules

Tracker: Tasks

Task Name Contractor Unique ID WBS Element Duration Start Date Finish Date Percent Complete Health Reporting Level Escalation Flag

Metrics

Tracker: Metrics

Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24

Metric Name WBS Element Status Health Category Unit of Measure Description Escalation Flag Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual Baseline Target Actual

Risks

Tracker: Risks

Risk Name

Contractor

Unique ID

Status

Health

Type

Category

Likelihood

Impact

Score

Rating

Description

Raised On

Response

Response Due Date

Response Action

Response Update

Escalation

Status Report

Closed On

Issues

Tracker: Issues

Issue Name

Contractor

Unique ID

Status

Health

Type

Category

Impact

Description

Raised On

Response

Response Due Date

Response Action

Response Update

Escalation

Status Report

Closed On

Master Data - Trackers

Dimension: Schedule

Tracker: Tasks

Fields Values

Percent Complete

100%

90%

75%

50%

25%

10%

Health

On-Track

At-Risk

Off-Track

Unknown

Reporting Level

Level 1 - Executive

Level 2 - Program Manager

Level 3 - Project Manager

Level 4 - Project Support

Tracker: Risks

Fields Values

Status

Open

Closed

Health

Mitigation Plan Implemented

Mitigation Plan Identified

Mitigation Plan Not Identified

Unknown

Type

Threat

Opportunity

Category

Integration

Scope

Schedule

Cost

Quality

Resource

Communication

Procurement

Stakeholder

Likelihood

5: Highly Likely (90-100%)

4: Likely (70-90%)

3: Possible (30-70%)

2: Unlikely (10-30%)

1: Highly Unlikely (0-10%)

Impact

5: Critical

4: Major

3: Moderate

2: Minor

1: Trivial

Rating

Very High (Score: 20-25)

High (Score: 15-16)

Medium (Score: 5-14)

Low: (Score: 3-4)

Very Low (Score: 1-2)

Score

Response

Threat - Accept

Threat - Transfer

Threat - Mitigate

Threat - Avoid

Opportunity - Accept

Opportunity - Share

Opportunity - Enhance

Opportunity - Exploit

Escalation

Status Report

Tracker: Issues

Fields Values

Status

Open

Closed

Health

Mitigation Plan Implemented

Mitigation Plan Identified

Mitigation Plan Not Identified

Unknown

Type

Problem

Conflict

Gap

Overlap

Category

Integration

Scope

Schedule

Cost

Quality

Resource

Communication

Procurement

Stakeholder

Impact

Critical

Major

Moderate

Minor

Trivial

Response

Transfer

Mitigate

Avoid

Escalation

Status Report

Tracker: Assumptions

Fields Values

Status

Open

Closed (Validated)

Closed (Invalidated)

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Assumption

Constraint

Category

Integration

Scope

Schedule

Cost

Quality

Resource

Communication

Procurement

Stakeholder

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Validate

Influence

Challenge

Escalation

Status Report

Tracker: Dependencies

Fields Values

Status

Open

Closed

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Inbound

Outbound

Category

Integration

Scope

Schedule

Cost

Quality

Resource

Communication

Procurement

Stakeholder

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Transfer

Mitigate

Avoid

Escalation

Status Report

Tracker: Decisions

Fields Values

Status

Open

Closed

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Governance

Delivery

Category

Integration

Scope

Schedule

Cost

Quality

Resource

Communication

Procurement

Stakeholder

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Evaluate

Influence

Challenge

Reject

Escalation

Status Report

Tracker: Actions

Fields Values

Status

Open

Closed

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Governance

Delivery

Category

Integration

Scope

Schedule

Cost

Quality

Resource

Communication

Procurement

Stakeholder

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Plan

Execute

Validate

Reject

Escalation

Status Report

Tracker: Lessons

Fields Values

Status

Draft

Review

Final

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Strength

Weakness

Recommendation

Category

Integration

Scope

Schedule

Cost

Quality

Resource

Communication

Procurement

Stakeholder

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Evaluate

Enhance

Exploit

Escalation

Status Report

Tracker: Costs

Fields Values

Status

Open

Closed

Health

On-Track

At-Risk

Off-Track

Unknown

Appropriation

Sub-Type

Direct

Indirect

Overhead

Profit

Category

Labor

Travel

Equipment

Materials

Sub-Category

Labor - Project Management

Labor - Business Analysis

Labor - Solution Architecture

Labor - Software Development

Labor - Quality Assurance

Labor - Change Management

Equipment - Software

Equipment - Hardware

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Plan

Estimate

Budget

Control

Escalation

Status Report

Tracker: Metrics

Fields Values

Status

Open

Closed

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Financial

Non-Financial

Category

Quality

DevSecOps

Usage

Delivery

Process

Technical Characteristics

Cyber

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Identify

Analyze

Plan

Track

Escalation

Status Report

Tracker: Benefits

Fields Values

Status

Open

Closed

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Financial

Non-Financial

Category

Asset

Brand

Compliance

Cost

Culture

Customer

Data

Decision

Efficiency

Knowledge

Market

Pricing

Product

Productivity

Quality

Resilience

Revenue

Risk

Service

Sustainability

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Identify

Analyze

Plan

Realize

Escalation

Status Report

Tracker: Meetings

Fields Values

Status

Active

Inactive

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Governance

Delivery

Category

Investment Review Board

Steering Committee

Portfolio Board

Program Board

Project Board

Workstream Board

Sprint Planning

Daily Standup

Sprint Review

Sprint Retrospective

Frequency

Annually

Semi-Annually

Quarterly

Monthly

Semi-Monthly

Fortnightly

Weekly

Daily

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Evaluate

Enhance

Exploit

Escalation

Status Report

Tracker: Contracts

Fields Values

Status

Not Started

In Progress

Under Review

Completed

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Cost Plus

Fixed Price

Time & Materials

Phase

Contract Creation

Contract Review

Contract Approval

Contract Execution

Contract Performance

Contract Expiry

Category

Corporate

Finance

Customer

Supply Chain

Priority

Critical

Major

Moderate

Minor

Trivial

Response

Create Contract

Review Contract

Approve Contract

Execute Contract

Manage Performance

Expire Contract

Escalation

Status Report

Tracker: Stakeholders

Fields Values

Status

Active

Inactive

Health

On-Track

At-Risk

Off-Track

Unknown

Type

Project Sponsor

Senior Supplier

Senior User

Portfolio Manager

Program Manager

Project Manager

PMO Manager

Project Coordinator

Project Expeditor

Stakeholder

Functional Manager

Key Stakeholder

On-Track

RACI

Responsible

Accountable

Consulted

Informed

Influence

Very High

High

Medium

Low

Very Low

Interest

Very High

High

Medium

Low

Very Low

Engagement

Manage Closely

Keep Satisfied

Keep Informed

Monitor

Escalation

Status Report

Cost Line Items v2

Line Item Name

Government

Unique ID

Contractor

Unique ID

Status

Health

Appropriation

Category

Priority

Description

Response

Response Due Date

Response Action

Response Update

Escalation

Status Report

Enterprise Information Systems 1 1 Open On-Track RDT&E Labor Critical Line item description. Control

Change Management Planning 2 2 Open On-Track RDT&E Labor Critical Line item description. Control

Configuration and Integration Testing 3 3 Open At-Risk RDT&E Labor Critical Line item description. Control

Training Services 4 4 Open On-Track RDT&E Labor Critical Line item description. Control

User Training 5 5 Open On-Track RDT&E Labor Critical Line item description. Control

Contractor System Engineering 6 6 Open On-Track RDT&E Labor Critical Line item description. Control

Test and Evaluation Support 7 7 Open At-Risk RDT&E Labor Critical Line item description. Control

External System Interface Development 8 8 Open On-Track RDT&E Labor Critical Line item description. Control

System Level Integration 9 9 Open On-Track RDT&E Labor Critical Line item description. Control

Total

Cost Periods v2

Cost Periods

1/1/20

2/1/20

3/1/20

4/1/20

5/1/20

6/1/20

7/1/20

8/1/20

9/1/20

10/1/20

11/1/20

12/1/20

1/1/21

2/1/21

3/1/21

4/1/21

5/1/21

6/1/21

7/1/21

8/1/21

9/1/21

10/1/21

11/1/21

12/1/21

1/1/22

2/1/22

3/1/22

4/1/22

5/1/22

6/1/22

7/1/22

8/1/22

9/1/22

10/1/22

11/1/22

12/1/22

1/1/23

2/1/23

3/1/23

4/1/23

5/1/23

6/1/23

7/1/23

8/1/23

9/1/23

10/1/23

11/1/23

12/1/23

1/1/24

2/1/24

3/1/24

4/1/24

5/1/24

6/1/24

7/1/24

8/1/24

9/1/24

10/1/24

11/1/24

12/1/24

1/1/25

2/1/25

3/1/25

4/1/25

5/1/25

6/1/25

7/1/25

8/1/25

9/1/25

10/1/25

11/1/25

12/1/25

1/1/26

2/1/26

3/1/26

4/1/26

5/1/26

6/1/26

7/1/26

8/1/26

9/1/26

10/1/26

11/1/26

12/1/26

1/1/27

2/1/27

3/1/27

4/1/27

5/1/27

6/1/27

7/1/27

8/1/27

9/1/27

10/1/27

11/1/27

12/1/27

1/1/28

2/1/28

3/1/28

4/1/28

5/1/28

6/1/28

7/1/28

8/1/28

9/1/28

10/1/28

11/1/28

12/1/28

1/1/29

2/1/29

3/1/29

4/1/29

5/1/29

6/1/29

7/1/29

8/1/29

9/1/29

10/1/29

11/1/29

12/1/29

1/1/30

2/1/30

3/1/30

4/1/30

5/1/30

6/1/30

7/1/30

8/1/30

9/1/30

10/1/30

11/1/30

12/1/30

Cost Line Item Periods v2

Line Item Name Period Budget Estimate Actual

Enterprise Information Systems 5/1/24 $1 $0 $2

Change Management Planning 5/1/24 $2 $1 $3

Configuration and Integration Testing 5/1/24 $3 $2 $4

Training Services 5/1/24 $4 $3 $5

User Training 5/1/24 $5 $4 $6

Contractor System Engineering 5/1/24 $6 $5 $7

Test and Evaluation Support 5/1/24 $7 $6 $8

External System Interface Development 5/1/24 $8 $7 $9

System Level Integration 5/1/24 $9 $8 $10

Enterprise Information Systems 6/1/24 $11 $10 $12

Change Management Planning 6/1/24 $12 $11 $13

Configuration and Integration Testing 6/1/24 $13 $12 $14

Training Services 6/1/24 $14 $13 $15

User Training 6/1/24 $15 $14 $16

Contractor System Engineering 6/1/24 $16 $15 $17

Test and Evaluation Support 6/1/24 $17 $16 $18

External System Interface Development 6/1/24 $18 $17 $19

System Level Integration 6/1/24 $19 $18 $20

Enterprise Information Systems 7/1/24 $21 $20 $22

Change Management Planning 7/1/24 $22 $21 $23

Configuration and Integration Testing 7/1/24 $23 $22 $24

Training Services 7/1/24 $24 $23 $25

User Training 7/1/24 $25 $24 $26

Contractor System Engineering 7/1/24 $26 $25 $27

Test and Evaluation Support 7/1/24 $27 $26 $28

External System Interface Development 7/1/24 $28 $27 $29

System Level Integration 7/1/24 $29 $28 $30

PREVIOUS EDITION MAY BE USED.

DD FORM 1423, FEB 2024

Page of (Updated 20250617)

INSTRUCTIONS FOR COMPLETING DD FORM 1423

(See DoDM 5010.12 for detailed instructions.)

DD FORM 1423, FEB 2024

Page of (Updated 20250617)

CONTRACT DATA REQUIREMENTS LIST

C. CATEGORY:

14. DISTRIBUTION

a. ADDRESSEE

b. COPIES Draft Final Reg Repro

16. REMARKS

14. DISTRIBUTION

15.TOTAL

Image of arrow pointing towards totals

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.

9.0.0.2.20120627.2.874785 DD Form 1423, "Contract Data Requirements List" Hide Attachment Bar

CurrentPage:

PageCount:

Select Classification from drop-down list.: 1

CUI Indicator Information:

Click on this button to attach a file(s).:

A. CONTRACT LINE ITEM NUMBER: 0001-0002, X001-X002

exhibit: A

C. CATEGORY: Select for "TDP.": 0

C. CATEGORY: Select for "TM.": 0

C. CATEGORY: Select for "OTHER.": 1

C. CATEGORY: Enter specification for "Other.":

System:

ContractNum: HT003826XXXXX

Contractor:

1. DATA ITEM NUMBER: CDRL A004

titleDataItem: Transition-In Plan

subtitle: Page 1 of 2

4. AUTHORITY (Data Acquisition Document Number):

contractRef: PWS 5.1

reqOffice: PEO DHMS

7. DD 250 REQUIREMENT:

8. APPROVAL CODE : NA

9. DISTRIBUTION STATEMENT REQUIRED: D

freq: ASREQ

asOfDate:

dateFirstSub: 5 Days After TO Award

dateSubseqSub: ASREQ

16. REMARKS:

The Contractor shall develop a Plan to demonstrate how all contract requirements will be met and ensure incoming personnel are functionally trained and qualified on the full performance start date. Personnel shall be trained/qualified within 30 days.

Block 14 - Distribution a. Addressee: Transition-In Plan shall be submitted electronically in a reproducible Microsoft Office format (unless otherwise approved by the Government) to the Contracting Officer Representative (COR) and/or the Program Management Office (PMO).

Click to add continuation field for Remarks:

14. DISTRIBUTION - a. ADDRESSEE, new line: See Block 16

15.TOTAL - Total draft copies is automatically calculated.: 0

15.TOTAL - Total final regular copies is automatically calculated.: 0

15.TOTAL - Total final reproducible copies is automatically calculated.: 0

priceGrp:

estTotalPrice:

remarks:

preparedBy:

J. SIGNATURE: H. SIGNATURE

J. SIGNATURE: J. SIGNATURE

J. SIGNATURE:

approvedBy:

Click to add additional data items.:

Click to delete additional data items.:

This is the start of the file's text. The full file is on GovTribe.

File details come from the government source that posted it. Updated Apr 6, 2026.