Ref 3. Deliverables Report Requirements Agreement Deliverables.doc

REPORT REQUIREMENTS/AGREEMENT DELIVERABLES

Unless otherwise specified or agreed to, the Recipient shall submit all unclassified deliverables electronically via the DOD Safe Access File Exchange (SAFE) at the following URL: https://safe.apps.mil/. The following parties shall be provided the SAFE delivery notice/document access: John.m.maglieri.civ@mail.mil, Thomas.m.helms6.civ@mail.mil, and TBD@dcma.mil. Recipient format as agreed to by the Technical Agent.

1. Program Management Plan

Within 60 days after the effective date of the Agreement (ADA), the Recipient shall submit a Program Management Plan to the Government for approval. The plan shall include: (1) program personnel organization with contact information which defines the direct lines of control, responsibilities, functional relationships and authority; (2) technical approach with work breakdown structure (WBS) Level 3 that aligns with the agreed upon SOW; (3) risk management approach with program risks identified on a risk matrix along with a risk mitigation strategy for each program risk; (4) a technical schedule that aligns with the technical approach WBS, with the critical path clearly shown; (5) a description and schedule of the agreement deliverables; and (6) an expenditures schedule to include category and type of labor hours and any subcontractor dollars by technical approach WBS task by 3-month period in a tabular format, and cumulative by Government Fiscal Year. Within 15 days after receipt, the Government will provide comments, and Recipient shall submit a corrected plan within 15 calendar days. An updated Program Management Plan shall be provided within 30 days after any changes to the Agreement SOW.

2. Program Review Briefing Charts

At least 4 calendar days before each program review (including kick-off meeting, IPT meetings, program review meetings, and final briefing), the Recipient shall make Program Review Briefing Charts available for Government review. If corrections are made to review charts, the updated charts shall be provided to the Government 7 days after a Program Review.

3. Bi-monthly Technical Progress and Cost Reports On or before 75 calendar days after the effective date of the Agreement and every two months thereafter throughout the term of the Agreement (and any extensions of the term), the Recipient shall submit bi-monthly reports for Technical Progress with Government Purpose rights and separate cost reports in which government rights are not applicable.

The Cost Report shall provide: (1) Summarized details of the resource status of the Agreement; (2) Actual and planned costs for the total effort and each WBS Level 2 task, including a graph depicting a comparison of these costs over the course of the Agreement; and (3) Earned Value Management (EVM) data (including at a minimum BCWS, BCWP, ACWP, SPI, and CPI) for the cumulative program and each WBS Level 2 task.

The Technical Progress Report shall detail all problems, technical issues, and major developments during the reporting period. Each report shall include: (1) An overview of the overall program status; (2) An explanation along with discussion of the adjustment action proposed for any deviations of more than 10% from the Program Management Plan in schedule, resources, or technical approach; (3) An updated risk matrix with explanation to any changes in risk likelihood, consequence, or mitigation strategy; (4) Technical status for each WBS Level 3 task; (5) Plans for the next reporting period for each WBS Level 3 task; and (6) An updated program schedule that denotes progress towards completion of each WBS Level 3 task.

4. Test Plans/Reports

TRL5 and TRL6 testing shall not be conducted without a Government approved test plan. At least 30 calendar days before testing, the Recipient shall make a test plan available for Government review. The Government will provide review comments within 15 days, and Recipient shall submit a corrected test plan before the start of each test. This does not preclude collaboration between the Recipient and Government in generating the test plan. The test plan shall detail test objectives, applicable documents, procedures, requirements, and success criteria.

A combined test plan and test report shall be provided to the Government no later than 30 days after the completion of each test. This report shall include the final agreed upon test plan, test results, conclusions, and recommendations. Within 15 days after receipt, the Government will provide review comments, and Recipient shall submit a corrected report within 15 calendar days.

5. Final Report

The Recipient shall submit two versions of the final report: one with Unlimited Rights and one with Government Purpose Rights and a Limited Rights Appendix. The Unlimited Rights version will be a top-level executive summary of work accomplished. The Government Purpose Rights version shall provide a detailed discussion of all technical work accomplished and information gained in performance of the Agreement, pertinent observations, nature of problems, positive as well as negative results and design criteria established as applicable. The details of all technical work included shall be sufficient to permit full understanding of the techniques and procedures used in evolving the technology or processes developed, conclusions reached, and recommendations made.

The Recipient shall submit both final report versions within 30 calendar days of completion of technical effort or termination of the Agreement. Within 30 calendar days, the Government will provide any recommended changes/revisions. The Recipient shall incorporate revisions and submit to the Agreement Administrator within 30 calendar days an electronic copy (via SAFE site) in word processing software acceptable to the Technical Agent. Additionally, one electronic copy of each version of the final report copy shall be submitted to the Defense Technical Information Center (DTIC) addressed to 8725 John J. Kingman Road, Fort Belvoir, VA 22060-6218. The final report shall include a SF 298. The Grants/Agreements Officer, at the completion of the technical effort, will provide the report number and completion instructions.