Atch_3 _Draft_DIDs _LOSC.pdf

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APPROVAL DATE 5. OFFICEOF PRIMARY RES’ONEIBIUW (OPR)

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7.1 Thie Data Item Daecription containe the format and oontent preparation instruction for the ~ata pro~uct generatetiby the specific and tiiscrete task requirement ae 8elineate$ in the contract.

7.2 This data item may be applied to any operation and maintenance contract for vhioh the contractor ie responsible for operating and maintaining a potable water syatsm. A copy of the reference document may be obtained ae epecified in the contract.

7.3 Thie DID eupereedea DI-HGHT-80592.

APPROVAL LIMITATION 9a.APPLECMLE FORMS 9b, -K NUMBER

LPREPASATION lNSTRU~lONS

10.1 Reference document: The applicable issue of the document cited herein, including ite approval sate antidates of any applicable changes and revieions ehall be epecified in the contract.

10.2 ?ormat ~ content: The report shall be prepared on Air Force pOrm 648, InVEntOry of Croee-connection Control and Backflow Prevention Devices. Refer to Air Force Regulation s5-21 for guidance in completing the form.

1. DISTRIBUTIONSTATEMENT

DISTRIBUTION STATEHE2?T A: Approved for public releaee; distribution is unlimited.

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DATA ITEM DESCRIPTION

Title: Contract Work Breakdown Structure Number: DI-MGMT-81334D Approval Date: 20110518 AMSC Number: D9199 Limitation:

DTIC Applicable: GIDEP Applicable:

Preparing Activity: CAPE Applicable Forms: Not Applicable

Use/relationship: This documents the Contract Work Breakdown Structure (CWBS) and its extension by the contractor using terminology and definitions, as applicable, in MIL-

HDBK-881.

This DID summarizes the format for the CWBS and provides preparation instructions to support the data and frequency requirements specified in the contract. This DID applies to all contracts that require a Work Breakdown Structure (WBS). It is related to the four Contractor Cost Data Reporting (CCDR) formats: DD Form 1921, “Cost Data Summary Report” (DI-FNCL-81565); DD Form 1921-1, “Functional Cost-Hour Report” (DI-FNCL-81566); and DD Form 1921-2, “Progress Curve Report” (DI-FNCL-81567);

This DID is also related to the “Contract Performance Report” (DI-MGMT-81466) and DD Form 1586, “Contract Funds Status Report” (DI-MGMT-81468).

For those contracts with Cost and Software Data Reporting (CSDR) requirements, the CWBS must agree with the contract CSDR Plan approved by the Office of the Secretary of Defense (OSD) Deputy Director, Cost Assessment (DDCA).

The purpose and intent of the CWBS and CWBS dictionary is to document the contractor’s deliverable products and planned approach to performing the contract scope of work. It also contains the technical description of the military end item being developed/procured by the contract. The technical definitions and descriptions of each product-oriented (i.e., hardware) WBS element should be derived from the contractor’s systems engineering Integrated Product Team (IPT) or related technical department. The cost content of each WBS element definition should be produced by the contractor’s finance department.

MIL-HDBK-881 serves as the basis for developing the CWBS. Routine reporting shall be at CWBS level 3 for all contractors. Extensions of the CWBS can be tailored to the specific program but will be consistent with MIL-HDBK-881. More detailed reporting of the CWBS shall be required only for those lower-level elements that address high-risk, high-value, or high-technical-interest areas of a program. Identifying these additional elements for inclusion in the CWBS is a critical early assignment for the Cost Working- Group Integrated Product Team (CWIPT) for inclusion in the CWBS.

The reporting contractor must prepare and submit, using the CSDR Submit-Review System, the first contract CWBS Index and Dictionary at the same time the first Interim Report is due or, when the Initial Report, if required, is due. However, contractors also have the option to submit the Index and Dictionary earlier to facilitate report planning.

The reporting contractor must also maintain and update the Dictionary throughout the life of the contract. If changes to the CWBS occur, the contractor must submit an updated CWBS Index and Dictionary with the next affected CSD Reports. The contractor is not

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DI-MGMT-81334D

required to submit the updated CWBS Index and Dictionary more frequently than its CSDR submissions.

This DID supersedes DI-MGMT-81334C.

Requirements:

1. Reference documents. The applicable issue of the documents cited herein, including their approval dates and dates of any applicable amendments, notices, and revisions, shall be as cited in ASSIST at the time of the solicitation; or, for non-ASSIST documents, as stated herein.

2. References.

a. MIL-HDBK-881, “Work Breakdown Structures for Defense Materiel Items,” available at http://dcarc.pae.osd.mil.

b. DoD 5000.4-M, “Cost Analysis Guidance and Procedures,” [current version], available at http://www.dtic.mil/whs/directives/.

c. DoD 5000.04-M-1, “Cost and Software Data Reporting (CSDR) Manual,” [current version], available at http://www.dtic.mil/whs/directives/.

d. DD Form 2794, “Cost and Software Data Reporting Plan,” [current version], available at http://www.dtic.mil/whs/directives/. Commonly referred to as the CSDR Plan, a completed DD Form 2794 must be approved by the OSD DDCA.

3. Formats. The CWBS shall be reflected in an electronic report that consists of two parts. The first part, the CWBS Index, lists the individual elements by their CWBS Codes and Levels. The second part, the CWBS Dictionary, describes the effort and tasks associated with every CWBS element shown in the CWBS Index. Examples of the CWBS Index and CWBS Dictionary are shown in Figures 1 and 2, respectively. These are examples only, and are not intended to be a set format. If a contractor wishes to use an existing WBS internal to its organization, the contractor must first map their internal elements and definitions to the OSD DDCA-approved CSDR plan, and then develop a CWBS that conforms to the guidance in this DID.

The CWBS Dictionary must be submitted as a stand-alone Word-compatible file to the Defense Cost and Resource Center (DCARC) secure Web site using the CSDR Submit- Review System. Uploading requires the use of a DoD Common Access Card (CAC) or a DoD-approved External Certificate Authority (ECA) certificate. See the DCARC Web site for certificate instructions.

Preparation Instructions:

1. Contract Work Breakdown Structure Index:

a. CWBS Code. Enter the code, if applicable. The CWBS codes used in the CWBS Index and Dictionary must be identical to those in the OSD DDCA-approved contract CSDR Plan. The preferred convention is to use a numeric structure starting with 1.0 for the level 1 CWBS element (as displayed in Figure 1. CWBS Index Example). Every element on the OSD DDCA-approved CSDR Plan must be included in the Index, regardless of applicability on the contract. The

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b. CWBS Element Level c.

. Enter the level of the CWBS element. Level 1 is the total contract. Levels 2, 3, and so on, are successively lower levels of the contract.

CWBS Element Name

2. Contract Work Breakdown Structure Dictionary:

. Enter the title of the CWBS element using the specific name or nomenclature. The CWBS element names used in the CWBS Index and Dictionary must be identical to those in the OSD DDCA-approved contract CSDR Plan.

a. CWBS Code b.

. Enter the same codes used in the Index.

CWBS Element Name c.

. Enter the same element names used in the Index.

CWBS Definition

The CWBS dictionary must also include a description of the cost and work content for each element. Cost content definitions must include explanations of recurring versus nonrecurring efforts, functional cost element inclusion or exclusion, and purchased versus made in-house decisions. The description of the cost content must also include characterizations by functional category (i.e., engineering, tooling, quality control, and manufacturing) as appropriate. The cost content portion of the definition for each element should be tied to the contractor’s control account, work package, and work scope definitions. The work content definition must include a short description of the process used to design, produce or sustain the end item or service. The description must address the types of activities (e.g., design, production, analysis, or management) included within the WBS element. These descriptions must include information on whether the reporting contractor or a supplier/subcontractor is performing the work being described.

. Enter a complete description of the technical, cost, and work content of each CWBS element. For the technical content, the dictionary must include a general system level description (i.e., highest level WBS element) of the military end item that captures top-level attributes of the system. If the system has a known official military designation (e.g., AN/ S L Q -32A (V)2), this designation should be included in the top-level description. The contractor must provide general descriptions of the physical characteristics of each individual element below the system level. It is important that the contractor specify all hardware and software equipment that are associated with each WBS element.

Each WBS element definition must provide the end user with the means to determine what the item is, what it does within the system, and how the item is physically defined.

CWBS dictionaries must reflect only the work being done on the contract for which the document is being submitted. If work is not expected to occur for a given WBS element, the CWBS dictionary definition must indicate that this element is not applicable. If work at some elements is being performed by a supplier/subcontractor, the dictionary must state this. Similarly, if the CWBS is for a subcontract/supplier, the work defined for each element must be specific to the subcontractor/supplier’s scope of effort, and must not include the prime contractor’s work. Definitions of a generic nature are acceptable for some parent level elements provided that more detailed definitions are given for the lower level elements. If there are GFE items being integrated into the end item, it is not expected that a detailed description of those items be provided, however, all GFE items being integrated into the system as part of the contract must be labeled as such in the CWBS dictionary under the appropriate elements.

Figure 1. CWBS Index Example (based on MIL-HDBK-881 Missile Systems)

Program: Vector Surface to Air Interceptor RFP NO: XXXXX Contract Plan No: A-10-X-C1 Contract No: DAAE07-XX-E-0001

DATE: 6/14/2010

CWBS CODE

1 2 3 4 5

1.0 X Vector Surface to Air Interceptor Missile System

1.1 X Air Vehicle

1.1.1 X Propulsion (Stages I...n,]

1.1.2 X Payload

1.1.3 X Airframe

1.1.4 X Reentry System

1.1.5 X Post Boost System

1.1.6 X Guidance and Control

1.1.6.1 X Guidance Section

1.1.6.1.1 X RF Active Seeker

1.1.6.1.2 X IF Receiver

1.1.6.1.3 X Digital Signal Processor

1.1.6.1.4 X Integration, Assembly, Test and Checkout

1.1.6.2 X Control Section

1.1.6.2.1 X Tail Fin Control Section

1.1.6.2.2 X Canards

1.1.6.2.3 X Integration, Assembly, Test and Checkout

1.1.7 X Ordnance Initiation Set

1.1.8 X Airborne Test Equipment

1.1.9 X Airborne Training Equipment

1.1.10 X Auxiliary Equipment

1.1.11 X Integration, Assembly, Test and Checkout

1.2 X Command and Launch

1.2.1 X Surveillance, Identification and Tracking Sensors

1.2.2 X Launch and Guidance Control

1.2.3 X Communications

1.2.4 X Command and Launch Applications Software

1.2.5 X Command and Launch System Software

1.2.6 X Launcher Equipment

1.2.7 X Auxiliary Equipment

1.2.8 X Booster Adapter

1.3 X System Engineering/Program Management

1.4 X System Test and Evaluation

1.4.1 X Development Test and Evaluation

1.4.2 X Operational Test and Evaluation

1.4.3 X Mock-ups / System Integration Labs (SILs)

1.4.4 X Test and Evaluation Support

1.4.5 X Test Facilities

1.5 X Training

1.5.1 X Equipment

1.5.2 X Services

1.5.3 X Facilities

1.6 X Data

1.6.1 X Technical Publications

1.6.2 X Engineering Data

1.6.3 X Management Data

1.6.4 X Support Data

1.6.5 X Data Depository

1.7 X Peculiar Support Equipment

1.7.1 X Test and Measurement Equipment

1.7.2 X Support and Handling Equipment

1.8 X Common Support Equipment

1.8.1 X Test and Measurement Equipment

1.8.2 X Support and Handling Equipment

1.9 X Operational/Site Activation

1.9.1 X System Assembly, Installation and Checkout on Site

1.9.2 X Contractor Technical Support

1.9.3 X Site Construction

1.9.4 X Site/Ship/Vehicle Conversion

1.10 X Industrial Facilities

1.10.1 X Construction/Conversion/Expansion

1.10.2 X Equipment Acquisition or Modernization

1.10.3 X Maintenance (Industrial Facilities)

1.11 X Initial Spares and Repair Parts

CWBS ELEMENT NAMECWBS ELEMENT

LEVEL

Contract Work Breakdown Structure Index

Figure 2. CWBS Dictionary Example

DATE: 6/14/2010

CWBS CODE

1.0 Vector Surface to Air Interceptor Missile System

1.1 Air Vehicle

1.1.1 Propulsion (Stages I...n,]

1.1.2 Payload

1.1.3 Airframe

1.1.4 Reentry System

1.1.5 Post Boost System

1.1.6 Guidance and Control

1.1.6.1 Guidance Section

1.1.6.1.1 RF Active Seeker

1.1.6.1.2 IF Receiver

1.1.6.1.3 Digital Signal Processor

1.1.6.1.4 Integration, Assembly, Test and Checkout

1.1.6.2 Control Section

1.1.6.2.1 Tail Fin Control Section

1.1.6.2.2 Canards

1.1.6.2.3 Integration, Assembly, Test and Checkout

This WBS element includes the cost of the Mk51 control surface tail f in control set.

This WBS element includes the cost of procurement, fabrication, assembly and test of the canard devices utilized to provide directional control to the missile in f light.

This WBS element includes the cost of all direct and indirect labor costs associated w ith integrating, assembling, testing and perform checkout procedures on the Control Section subassemblies in order to build up the complete Vector missile control section.

This element includes the cost of the Vector Missile Guidance Section. Cost for this element represent touch labor costs for the inspection, quality assurance, testing, recurring engineering design, and f inal assembly of all subassemblies into the completed Guidance set. Costs for purchased parts of children WBS elements are rolled up into and reported for this WBS element. There are no direct reporting CSDR requirements from any supplier or vendor for any component w ithin this WBS element.

This WBS element includes the cost of the Radio Frequency (RF) missile seeker that provides an all w eather capability. The RF active seeker is designed and manufactured at the prime contractors integration facility in Dallas, TX. The cost for this element includes the material cost for the subassemblies and direct and indirect labor associated w ith the IAT&C fo the subassemblies into the RF Active Seeker end-item.

This WBS element includes the cost of all the electronic circuitry and RF w aveguide.

This WBS element includes the cost of the tw o Texas Instruments TMS320C6414T/15T/16T DSPs that provide the signal processing capabilities for discrimination of the target from clutter and jammer returns in the received signal.

This WBS element includes the cost of all direct and indirect labor costs associated w ith integrating, assembling, testing and perform checkout procedures on the Guidance Section subassemblies in order to build up the complete Vector missile Guidance section.

This WBS element includes the cost of the Vector missile control section. The tail f in controls are equipment designed and manufactured in-house by the prime. Cost for the tail f in controls include engineering, tooling, quality control and manufacturing direct and indirect costs. The canard is a purchased item and its cost reflects the primes costs for direct and indirect labor for IAT&C of the canards into the control section of the missile.

This WBS element includes the cost of the Vector missile's rocket motor and labor required to integrate and assemble the propulsion system into the AUR. The single Thiokol TX-486-1 solid-fueled rocket motor is a subcontracted item but the cost falls under the threshold for "direct reporting" by the supplier. This WBS element captures the cost of the purchased solid rocket motor and IAT&C costs necessary to install, test and checkout the rocket motor inside the airframe. There is one TX-486-1 rocket motor per AUR.

This WBS element includes the cost of the Mk125 w arhead and labor required to integrate and assemble the w arhead into the AUR. The Vector payload consists of the Mk 125 Warhead and its support assemblies.

This element is a subcontracted item by the prime contractor. The dollar amount for this item is exceeds the dollar threshold for CSDR reporting and consequently the prime contractor has f low ed dow n CSDR reporting requirements to the supplier and provided the subcontractor w ith their CA-approved CSDR Subcontract plan.

Prime contractor recurring and non-recurring costs w ill capture the price paid for the Mk125 w arhead in addition to the prime's direct and indirect costs for integration, assembly, test and checkout of the Mk125 w arhead into the payload section of the missle. There is one Mk125 w arhead per AUR.

This element refers to labor and material costs associated w ith the components that comprise the airframe.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element includes the cost for the 1.1.6.1 Guidance Section and 1.1.6.2 Control Section. This parent element includes the cost of labor and material for the prime contractor and any subassembly manfactured and procured by outside vendors.

Contract Work Breakdown Structure Index

CWBS ELEMENT NAME CWBS DEFINITION

This WBS element includes the cost of the Vector missile All Up Round (AUR) in addition to the cost of the common WBS elements. The Vector missile is an Army Surface-to-Air interceptor missile providing 360 degree coverage for the air defense mission of forw ard deployed forces. It is a Single-stage, short-range, low -to high-altitude theater missile defense system that utilizes advanced guidance and control technologies including an advanced active RF seeker to extend the range of engagement beyond current and projected threats. This WBS element reports the total development or production cost, w hichever is applicable to the instant contract, of the All Up Round (AUR) through the cost for the common WBS elements. WBS elements

1.1 Air Vehicle and 1.2 Command and Launch are the tw o child WBS elements that capture the cost of the product, w hile WBS elements 1.3 through 1.1.1 capture the cost of the "common elements".

This element refers to the means for delivering the destructive effect to the target, including the capability to generate or receive intelligence to navigate and penetrate to the target area and to detonate the w arhead. This element includes the design, development, and production of complete units (prototype and operationally configured units, w hich satisfy the requirement of their applicable specif ications) regardless of their use. This WBS element has eleven children WBS elements. The government CWIPT has required, through the use of a CA-approved Plan for the Vector Missile, that WBS element 1.1.6 Guidance and Control w ill contain tw o child WBS elements, each one containing a low er levels of WBS indenture in order to capture the cost of the specif ic cost driving elements w ithin the G&C element.

Figure 2. CWBS Dictionary Example (Continued)

DATE: 6/14/2010

CWBS CODE

1.1.7 Ordnance Initiation Set

1.1.8 Airborne Test Equipment

1.1.9 Airborne Training Equipment

1.1.10 Auxiliary Equipment

1.1.11 Integration, Assembly, Test and Checkout

1.2 Command and Launch

1.2.1 Surveillance, Identification and Tracking Sensors

1.2.2 Launch and Guidance Control

1.2.3 Communications

1.2.4 Command and Launch Applications Software

1.2.5 Command and Launch System Software

1.2.6 Launcher Equipment

1.2.7 Auxiliary Equipment

1.2.8 Booster Adapter

1.3 System Engineering/Program Management

1.4 System Test and Evaluation

1.4.1 Development Test and Evaluation

1.4.2 Operational Test and Evaluation

1.4.3 Mock-ups / System Integration Labs (SILs)

1.4.4 Test and Evaluation Support

1.4.5 Test Facilities

1.5 Training

1.5.1 Equipment

1.5.2 Services

1.5.3 Facilities

Contract Work Breakdown Structure Index

CWBS ELEMENT NAME CWBS DEFINITION

This WBS element includes the cost of training equipment, services and facilities for the Vector missile contract.

This WBS element includes the cost of Vector Missile operational trainers, maintenance trainers, and other items such as cutaw ays, mock-ups, and models used to support development and operational testing.

This WBS element includes the cost of training services, training course materials; contractor-conducted training (in-plant and service training); and the materials and curriculum required to design, execute, and produce a contractor developed training program. Also included in the cost of this element are costs for training materials, training courses, and associated documentation (primarily the computer softw are, courses and training.

This WBS element is not applicable to the Vector Missile contract.

This WBS element includes the cost of all System Test & Evaluation activities performed by the contractor necessary for the system to achieve its Key Performance Parameters (KPPs) required by the current Acquisition Decision Memorandum. System Test & Evaluation costs are broken dow n into f ive unique child WBS elements; each addressing a unique activity or function to be performed by the contractor during the ST&E portion of the program. The Vector missile program is producing eleven prototype f light units to support the DT&E phase. There is one specially fabricated hardw are/ softw are test stand that w ill be used to instrument, test and validate the rocket motor engineering data.

This WBS element includes the cost of all Development Test and Evaluation activities performed by the prime contractor necessary for the Vector missile system to it's T&E acquisition milestone exit criteria. The prime contractor w ill conduct DT&E testing activities at the prime's integration facility in Dallas, TX to ensure that all engineering designs satisfy Preliminary Design Review (PDR) and Critical Design Review (CDR) requirements, prior to actual operational f light testing.

This WBS element includes the cost of all Operational Test and Evaluation activities performed by the prime contractor necessary for the Vector missile system to it's T&E acquisition milestone exit criteria. The prime contractor w ill conduct OT&E testing activities at the Army's White Sands Missile Range in conjunction w ith Army Air Defense personnell. Included in this cost element are costs associated w ith test equipment, shelters, vans, testing communication equipment, contractor technical support, logistic testing efforts and develolpment of RAM requirements.

This WBS element is not applicable to the Vector Missile contract.

This WBS element includes the cost of Vector Missile spares, repair of reparables, repair parts, w arehousing and distribution of spares and repair parts, test and support equipment, test bed vehicles and contractor technical support.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element includes the cost of the effort associated w ith the systems engineering and program management activities for the Vector missile contract. The systems engineering and program management effort are combined and reported in total for the Vector missile contract. Specif ic system engineering activities included in this element for this contract are: CAIV analysis, Design-to-Unit-Production-Cost analysis, system cost effectiveness studies, reliability, availability and maintainability studies. Specif ic program management activities included in this element for this contract are: configuration management, ILS management, program management, supply support management, program control, and EVMS and CSDR reporting activities.

This WBS element includes the cost of the additional equipment generally excluded from other specif ic elements. This element includes the environmental control, safety and protective subsystems, and destruct system. It also includes equipment of a single purpose and function that is necessary for accomplishing the assigned mission.

This element includes the cost of Integration, Assembly, Test and Checkout (IAT&CO ) of the hardw are conducted at the contractor’s assembly facility. Subsystem components w ill be assembled and tested and then shipped to the prime contractor's facility for f inal assembly and testing.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This element includes the cost of the ordnance initiation set. The ordnance initiation set initiates all ordnance events throughout the missile and ground system (except reentry system components).

This WBS element includes the cost of the Vector missile AUR airborne test equipment.

This element includes the cost of an exercise w arhead that is interchangeable w ith the live w arhead and suitable for training f iring. This element also includes destruct systems, recovery systems, special instrumentation, and telemetry equipment associated w ith the training mission.

Figure 2. CWBS Dictionary Example (Continued)

END OF DI-MGMT-81334D

Contract No: DAAE07-XX-E-0001

DATE: 6/14/2010

CWBS CODE

1.6 Data

1.6.1 Technical Publications

1.6.2 Engineering Data

1.6.3 Management Data

1.6.4 Support Data

1.6.5 Data Depository

1.7 Peculiar Support Equipment

1.7.1 Test and Measurement Equipment

1.7.2 Support and Handling Equipment

1.8 Common Support Equipment

1.8.1 Test and Measurement Equipment

1.8.2 Support and Handling Equipment

1.9 Operational/Site Activation

1.9.1 System Assembly, Installation and Checkout on Site

1.9.2 Contractor Technical Support

1.9.3 Site Construction

1.9.4 Site/Ship/Vehicle Conversion

1.10 Industrial Facilities

1.10.1 Construction/Conversion/Expansion

1.10.2 Equipment Acquisition or Modernization

1.10.3 Maintenance (Industrial Facilities)

1.11 Initial Spares and Repair Parts

This WBS element is not applicable to the Vector Missile contract.

This WBS element includes the cost of Vector missile system repairable spares (reparables) and repair parts required as initial stockage to support and maintain new ly f ielded systems or subsystems during the initial phase of service, including pipeline and w ar reserve quantities.

Contract Work Breakdown Structure Index

CWBS ELEMENT NAME CWBS DEFINITION

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element includes the cost of test and measurement equipment and support and handling equipment that are considered common under the Vector missile contract. Included in this element is the cost of test measurement and diagnostic equipment and signal processor automatic test equipment that are common inventory support equipment items.

This WBS element includes the cost of HHK-248A test and diagnostic equipment used by maintenance personel to perform routine propulsion system test and checkout procedures during schedule maintenance events.

This WBS element includes the cost of common support and handling equipment that is used to store, move and transport Vector AURs in their containers.

This WBS element is not applicable to the Vector Missile contract.

This WBS element is not applicable to the Vector Missile contract.

This WBS element includes the cost of all engineering data in paper, Adobe PDF , and CD ROM formats to the government.

This WBS element includes the cost of all management data in paper, Adobe PDF , and CD ROM formats to the government. Included are the costs for EVMS and CSDR reports.

This WBS element includes the cost of all support data in paper, Adobe PDF , and CD ROM formats to the government. Included is the Vector missile program logistic support database containing all Army logistic reporting requirements and performance parameters.

This WBS element includes the cost of all engineering data in paper, Adobe PDF , and CD ROM formats to the government.

This WBS element includes the cost of test and measurement equipment and support and handling equipment that are peculiar to the Vector missile contract. Included in this element is the cost of missile equipment and tools used to service the missile during OT&E activities. Also included is the cost to modify factory test equipment for the RF missile seeker that is used by the prime contractor during testing and subsequently delivered to the government.

This WBS element includes test and measurement equipment, such as the ME-403 seeker test stand used to calibrate the Vector missile RF seeker unit during routine organizational unit maintenance activities.

This WBS element includes the cost of deliverable data to the government associated w ith the development of the Vector missile system. This element rolls up the cost of technical publications, engineering data, management data, support data and any data depository developed to store and disseminate information to the government.

This WBS element includes the cost of all technical publications in paper, Adobe PDF, and CD ROM formats to the government.

DATA ITEM DESCRIPTION

TITLE: CONTRACT PERFORMANCE REPORT (CPR)

NUMBER: DI-MGMT-81466A APPROVAL DATE: 20050330

AMSC NUMBER: D7549 LIMITATION:

DTIC APPLICABLE: GIDEP APPLICABLE:

PREPARING ACTIVITY: OUSD(AT&L)ARA/AM(SO)

APPLICABLE FORMS: DD Forms are available and shall be used to submit required formats as follows:

CPR Format DD Form Number Sample Format No.

Work Breakdown Structure 2734/1 1 Organizational Categories 2734/2 2 Baseline 2734/3 3 Staffing 2734/4 4 Explanations and Problem Analyses 2734/5 5

USE/RELATIONSHIP: This report consists of five formats containing data for measuring contractors' cost and schedule performance on Department of Defense (DoD) acquisition contracts. Format 1 (Sample Format 1) provides data to measure cost and schedule performance by product-oriented Work Breakdown Structure (WBS) elements, the hardware, software, and services the Government is buying. Format 2 (Sample Format 2) provides the same data by the contractor's organization (functional or Integrated Product Team (IPT) structure). Format 3 (Sample Format 3) provides the budget baseline plan against which performance is measured. Format 4 (Sample Format 4) provides staffing forecasts for correlation with the budget plan and cost estimates.

Format 5 (Sample Format 5) is a narrative report used to explain significant cost and schedule variances and other identified contract problems and topics.

CPR data shall be used by DoD system managers to: (1) integrate cost and schedule performance data with technical performance measures, (2) identify the magnitude and impact of actual and potential problem areas causing significant cost and schedule variances, and (3) provide valid, timely program status information to higher management.

The CPR is a management report. It provides timely, reliable summary-level data with which to assess current and projected contract performance. The CPR's primary value to the Government is its ability to reflect current contract status and reasonably project future program performance. It is important that the CPR be as accurate as possible so it may be used for its intended purpose, which is to facilitate informed, timely decisions. It will be used by the DoD component staff, including program managers, engineers, cost estimators, and financial management personnel, to confirm, quantify, and track known or emerging contract problems and serve as a basis for communicating with the contractor. The CPR data shall accurately reflect how work is being planned, performed, and measured and shall be consistent with the actual contract status.

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

b. This DID shall be used in conjunction with the Integrated Master Schedule (IMS) DID, DI-MGMT-81650. This DID may be used in conjunction with the Contract Funds Status Report (CFSR) DID, DI-MGMT-81468, the Contract Work Breakdown Structure (CWBS) DID, DI-MGMT-81334A, the Cost Data Summary Report DID, DI-FNCL-81565A, and the Functional Cost-Hour and Progress Curve Report

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DI-MGMT-81466A

DID, DI-FNCL-81566A. The same WBS shall be utilized for the Integrated Master Plan (IMP), IMS, CPR, and Contractor Cost Data Report (CCDR) as applicable.

c. The CPR shall be used to obtain cost and schedule performance information on contracts requiring compliance with the American National Standards Institute/Electronic Industries Alliance Standard 748 (ANSI/EIA-748), Earned Value Management Systems (EVMS) (current version in effect at time of contract award). Refer to the Federal Acquisition Regulation (FAR) or Defense Federal Acquisition Regulation Supplement (DFARS) clause on contract. The CPR data elements shall reflect the output of the contractor's ANSI/EIA-748 compliant integrated management system.

d. The CPR shall be required no less frequently than monthly. All formats shall be submitted to the procuring activity no later than 12 working days following the contractor’s accounting period cutoff date. This requirement may be tailored through contract negotiations to allow submission as late as 17 working days, provided that the contractor and Government agree that program complexity and integration of subcontractor and vendor performance data warrant additional time and will yield more accurate performance.

Reports may reflect data either as of the end of the calendar month or as of the contractor's accounting period cutoff date, provided it is consistent with the IMS. Formats 2, 3, and 4 may be submitted on a less frequent basis in some cases. Refer to the Earned Value Management Implementation Guide (EVMIG) for guidance on tailoring reporting. (Note: Contractors may elect to attach subcontractor Format 5 reporting and cross reference this analysis in the Format 5 reporting submitted to the Government to gain time efficiencies and meet submission dates.)

e. Unless otherwise provided in the contract, data reported in the CPR shall pertain to all authorized contract work, including both priced and unpriced effort. Refer to the EVMIG for guidance on tailoring reporting.

f. Submission of Format 1 using a product-oriented WBS in accordance with the WBS Handbook, MIL-HDBK-881, and the CWBS DID, DI-MGMT-81334A, is mandatory.

(Note: For contracts that require CCDRs, the CWBS shall be developed, approved, and maintained in accordance with DoD 5000.4-M-1, Cost and Software Data Reporting Manual, and the CWBS DID.) Certain aspects of the report are subject to negotiation between the Government and the contractor, such as:

f.l The level of detail to be reported in Format 1 normally will be at level three of the CWBS, but lower levels may be specified for high-cost or high-risk items. The Government and the contractor shall periodically review and adjust as necessary CWBS reporting levels on Format 1 to ensure they continue to provide appropriate visibility without requiring excessive information. If there is a significant problem at a lower level, detailed reporting for that CWBS element may be required until the problem is resolved.

f.2 Formats 1 and 5 are mandatory in all cases. Formats 2, 3, and 4 are optional in some cases. Refer to the EVMIG for guidance on tailoring reporting.

f.3 Variance analysis thresholds which, if exceeded, require problem analysis and narrative explanations in Format 5. If the contract does not specify variance analysis thresholds, the contractor shall provide appropriate variance analyses. (See 2.6.3 below.) Variance analysis thresholds shall be reviewed periodically and adjusted as necessary to ensure they continue to provide appropriate visibility.

f.4 If the organizational categories for Format 4 are different from Format 2, the Government may request that different organizational categories be used for reporting staffing in Format 4 instead of those used in Format 2. If so, the Government and the contractor shall negotiate the Format 4 categories. If required, the Format 2 categories shall reflect the contractor's internal organization being used to execute the contract.

g. Subject to f., the CPR Contract Data Requirements List (CDRL) is subject to tailoring. Requiring more information in the CPR CDRL than specified in this DID is contrary to DoD policy. All negotiated reporting provisions shall be specified in the contract. Refer to the EVMIG for guidance on tailoring reporting.

REQUIREMENTS:

1. Format. Use the relevant DD Forms as listed above. All formats shall be submitted electronically in accordance with the following requirements. All formats shall be in a readable digital format (e.g., pdf files are not acceptable). The American National Standards Institute (ANSI) X12 standard (839 transaction set), the United Nations Electronic Data Interchange for Administration, Commerce and Transport (UN/EDIFACT) standard (PROCST message), or the XML equivalent shall be used to submit data electronically to the procuring activity. Contractor formats may be substituted whenever they contain all of the required data elements at the specified reporting levels and are compliant with the X12 standard, XML schema, or equivalent. On-line access to the data may be provided to augment formal CPR submission. (Note:

Until the ANSI X12/XML standards are redefined to incorporate the changes to the forms, the new data elements shall be reported in Format 5.)

2. Content. The CPR shall contain the following:

2.1 Heading Information - Formats 1 - 5. Preparation instructions for Heading Information (Blocks 1 through 4) apply to Formats 1 through 5.

2.1.1 Contractor. Enter in Block 1.a the contractor's name and division (if applicable). Enter in Block 1.b the facility location and mailing address of the reporting contractor.

2.1.2 Contract. Enter the contract name in Block 2.a, the contract number (and the applicable Contract Line Item Number(s) (CLIN(s)) in Block 2.b, the contract type in Block 2.c, and the contract share ratio (if applicable) in Block 2.d.

2.1.3 Program. Enter in Block 3.a the program name, number, acronym, type, model, and series, or other designation of the prime item(s) purchased under the contract. Indicate the program phase (development, production, etc.) in Block 3.b. Indicate whether the contractor’s EVMS has been accepted by the Government and the date of the acceptance.

2.1.4 Report Period. Enter the beginning date in Block 4.a and the ending date in Block 4.b of the period covered by the report.

2.1.5 Security Classification. Enter the appropriate security classification at the top and bottom of each page.

2.1.6 Dollars in _________. If reported dollar amounts are in thousands, millions, or billions, enter the factor at the top of each page.

2.2 Format 1 - Work Breakdown Structure.

2.2.1 Contract Data.

2.2.1.1 Quantity. Enter in Block 5.a the number of principal items to be procured on this contract.

2.2.1.2 Negotiated Cost. Enter in Block 5.b the dollar value (excluding fee or profit) on which contractual agreement has been reached as of the cutoff date of the report. For an incentive contract, enter the definitized contract target cost. Amounts for changes shall not be included in this item until they have been priced and incorporated in the contract through contract change order or supplemental agreement. For a cost plus fixed fee, award fee, or incentive fee contract, enter the estimated cost negotiated. Changes to the estimated cost shall consist only of estimated amounts for changes in the contract scope of work, not for cost growth ("overrun") above the original estimated cost.

2.2.1.3 Estimated Cost of Authorized, Unpriced Work. Enter in Block 5.c the amount (excluding fee or profit) estimated for that work for which written authorization has been received, but for which definitized contract prices have not been incorporated in the contract through contract change order or supplemental agreement.

2.2.1.4 Target Profit/Fee. Enter in Block 5.d the fee or percentage of profit that shall apply if the negotiated cost of the contract is met. (See

2.2.1.2 above.)

2.2.1.5 Target Price. Enter in Block 5.e the target price (negotiated contract cost plus profit/fee) applicable to the definitized contract effort.

2.2.1.6 Estimated Price. Based on the most likely estimate of cost at completion for all authorized contract work and the appropriate profit/fee, incentive, and cost sharing provisions, enter in Block 5.f the estimated final contract price (total estimated cost to the Government). This number shall be based on the most likely management EAC in Block 6.c.1 and normally will change whenever the management estimate or the contract is revised.

2.2.1.7 Contract Ceiling. Enter in Block 5.g the contract ceiling price applicable to the definitized effort.

2.2.1.8 Estimated Contract Ceiling. Enter in Block 5.h the estimated ceiling price applicable to all authorized contract effort including both definitized and undefinitized effort.

2.2.1.9 Over Target Baseline/Over Target Schedule. Enter in Block 5.i the date the last over target baseline or over target schedule was implemented (if applicable).

2.2.2 Estimated Cost at Completion. These blocks shall present the contractor's range of estimated costs at completion. The range of estimates is intended to allow contractor management flexibility to express possible cost outcomes. Contractors shall provide the most accurate Estimates at Completion (EACs) possible through program-level assessments of factors that may affect the cost, schedule, or technical outcome of the contract. Such program-level assessments shall include consideration of known or anticipated risk areas, and planned risk reductions or cost containment measures. EACs shall be reported without regard to contract ceiling.

2.2.2.1 Management Estimate at Completion - Best Case. Enter in Block 6.a.1 the contractor's best case EAC. The best case estimate is the one that results in the lowest cost to the Government. This estimate shall be based on the outcome of the most favorable set of circumstances. If this estimate is different from the most likely EAC (Block 6.c.1), the assumptions, conditions, and methodology underlying this estimate shall be explained briefly in Format

5. This estimate is for informational purposes only; it is not an official company estimate. There is no requirement for the contractor to prepare and maintain backup data beyond the explanation provided in Format 5.

2.2.2.2 Management Estimate at Completion - Worst Case. Enter in Block 6.b.1 the contractor's worst case EAC. The worst case estimate is the one that results in the highest cost to the Government. This estimate shall be based on the outcome of the least favorable set of circumstances. If this estimate is different from the most likely EAC (Block 6.c.1), the assumptions, conditions, and methodology underlying this estimate shall be explained briefly in Format 5. This estimate is for informational purposes only; it is not an official company estimate. There is no requirement for the contractor to prepare and maintain backup data beyond the explanation provided in Format 5.

2.2.2.3 Management Estimate at Completion - Most Likely. Enter in Block 6.c.1 the contractor's most likely EAC. This estimate is the contractor's official contract EAC and, as such, takes precedence over the estimates presented in Column (15) of Formats 1 and 2 and Blocks 6.a.1 and 6.b.1. This EAC is the value that the contractor's management believes is the most likely outcome based on a knowledgeable estimate of all authorized work, known risks, and probable future conditions. This value need not agree with the total of Column (15) (Block 8.e). However, any difference shall be explained in Format 5 in such terms as risk, use of Management Reserve (MR), or higher management knowledge of current or future contract conditions. The assumptions, conditions, and methodology underlying this estimate shall be explained briefly in Format 5. This EAC need not agree with EACs contained in the contractor's internal data, but must be reconcilable to them. The most likely EAC shall also be reconcilable to the contractor's latest statement of funds required as reported in the CFSR, or its equivalent, if this report is a contractual requirement.

2.2.2.4 Contract Budget Base. Enter in Block 6.c.2 the total of negotiated cost (Block 5.b) and estimated cost of authorized, unpriced work (Block 5.c).

2.2.2.5 Variance. Enter in Block 6.c.3 the Contract Budget Base (Block 6.c.2) minus the most likely estimate at complete (Block 6.c.1). This value shall be explained in Format 5 according to applicable contractual requirements.

2.2.3 Authorized Contractor Representative. Enter in Block 7.a the name of the authorized person (program manager or designee) signing the report. Enter that person's title in Block 7.b. The authorized person shall sign in Block 7.c. Enter the date signed in Block 7.d. Electronic signatures are encouraged.

2.2.4 Performance Data.

2.2.4.1 Column (1) - Work Breakdown Structure Element. Enter in Column (1) of Block 8.a the noun description of the CWBS items for which cost information is being reported. CWBS elements and levels reported shall be those specified in the contract. (See f.1 above.)

2.2.4.2 Cost of Money. Enter in Columns (2) through (16) of Block 8.b the Facilities Capital Cost of Money applicable to the contract.

2.2.4.3 General and Administrative. Enter in Columns (2) through (16) of Block 8.c the appropriate General and Administrative (G&A) costs. If G&A costs have not been included in the CWBS costs reported in Block 8.a above, G&A shall be shown as an add entry in Block 8.a. If G&A costs have been included in the CWBS costs reported in Block 8.a above, G&A shall be shown as a non-add entry in Block 8.c with an appropriate notation to that effect. For contracts that require CCDRs, contractors may also have to submit separate costs without G&A for the CWBS elements reported in Block 8.a on an exception basis if the Government specifies such a requirement in the CDRL. If a G&A classification is not used, no entry shall be made other than an appropriate notation to that effect.

2.2.4.4 Undistributed Budget. Enter the amount of budget applicable to contract effort that has not yet been identified to CWBS elements at or below the reporting level. For example, if contract changes were authorized late in the reporting period, they should have received a total budget; however, assignment of work and allocation of budgets to individual CWBS elements may not have been accomplished as of the contractor’s accounting period cutoff date. Budgets that can be identified to CWBS elements at or below the specified reporting level shall be included in the total budgets shown for the CWBS elements in Block 8.a and shall not be shown as Undistributed Budget (UB). Enter in Column (15) of Block 8.d the EAC for the scope of work represented by the UB in Column (14) of Block 8.d. Enter in Column (16) of Block 8.d the variance, if any, and fully explain it in Format 5. The reason(s) for UB shall be fully explained in Format 5.

2.2.4.4.1 Use of Undistributed Budget. UB is used to accommodate temporary situations where time constraints prevent adequate budget planning or where contract effort can only be defined in very general terms. UB shall not be used as a substitute for adequate contract planning. Formal budgets shall be allocated to contract effort and responsible organizations at the earliest possible time, preferably within the next reporting period.

2.2.4.5 Subtotal (Performance Measurement Baseline). In Columns (2) through

(16) of Blocks 8.a through 8.e, enter the sum of the costs and budgets for direct, indirect, cost of money, and G&A.