Attachment 0003 CSDR Plan

XLS spreadsheet 98 KB Posted May 10, 2019

Attached to: Heavy Tactical Vehicle (HTV) Protection Kits - RFI
Solicitation number: W56HZV19R0193
Issued by: Department of the Army Materiel Command Contracting Command Detroit Arsenal

About this file

Written by GovTribe AI · Dec 30, 2023

This document is a Cost and Software Data Reporting (CSDR) Plan template for a federal contract to procure Family of Heavy Tactical Vehicles (FHTV) Protection Kits. The contract is a small business set-aside, firm-fixed price, Indefinite-Delivery Indefinite-Quantity contract with the Army Materiel Command Contracting Command Detroit Arsenal for five ordering years. The CSDR Plan requires the contractor to report actual costs, estimates, technical data, and software metrics on a recurring basis for work breakdown structure elements including integration and assembly of kits for vehicles like the Heavy Expanded Mobility Tactical Truck and Palletized Loading System. The contractor must submit initial, annual, and final cost reports using DD Form 1921 and related forms with details on direct and indirect costs, subcontractor information, and variances from disclosed accounting practices. The Plan also provides guidance on work breakdown structures, definitions of recurring and nonrecurring costs, and requirements for resource distribution tables and bill of materials submissions.

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File	Type	Posted
Attachment 0001 CSDR Scope	—	May 10, 2019
PdM_HTV_Armor_Kits_Request_for_Information_(10_May_19).docx	DOCX document	May 10, 2019
Attachment 0004 Resource Distribution Table 08 may19 [DRAFT].xlsx	XLSX spreadsheet	May 10, 2019
Attachment 0006 CM CDRLs	—	May 10, 2019
Attachment 0007 - HTV Kits Production Government Format TDP	—	May 10, 2019
RFI_Attachments.zip	ZIP file	May 10, 2019
Attachment 0005 CM Scope	—	May 10, 2019
Attachment 0002 CSDR CDRLs	—	May 10, 2019

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DD Form 2794, Pg 1 (METADATA)

COST AND SOFTWARE DATA REPORTING PLAN

OMB No. 0704-0188

The public reporting burden for this collection of information is estimated to average 8 hours per response, including the time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of information, including suggestions for reducing the burden, to Department of Defense, Executive Services Directorate (0704-0188). Respondents should be aware that notwithstanding any other provision of law, no person shall be subject to any penalty for failing to comply with a collection of information if it does not display a currently valid OMB control number.

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

1a. PROGRAM NAME
Family Heavy Tactical Vehicles (FHTV) - Heavy Expanded Mobility Tactical Truck (HEMTT), Palletized Loading System (PLS), and M915 Line Haul Tractor
1b. PHASE/MILESTONE (check all that apply)
	Pre-A
	A
	B
	C-LRIP
X	C-FRP
	O&S
1c. PRIME MISSION PRODUCT
Vehicle Protection Kits
1d. ACQUISITION CATEGORY (ACAT)
	Pre-ACAT
X	ACAT I (MDAP)
	ACAT IA (MAIS)
	ACAT II
	ACAT III
	Other
2. COMMODITY TYPE
Electronic or Generic Systems
3. PLAN ITERATION TYPE
X	INITIAL
	REVISION
4. CURRENT SUBMISSION DATE (YYYYMMDD)
TBD
5. LAST APPROVED PLAN DATE (YYYYMMDD)
TBD
6a. GOVERNMENT PLAN POINT OF CONTACT (POC) NAME (Last, First, M.)
Moretti, Marie, C
6b. ADDRESS (Include ZIP Code)
6501 E 11 Mile Road

Warren, MI 48397

6c. TELEPHONE NUMBER (Include Area Code)
586-282-8695
6d. E-MAIL ADDRESS
marie.c.moretti.civ@mail.mil
7. PLAN TYPE
	GOVERNMENT
X	CONTRACT (PRIME)
	CONTRACT (SUB)
8. PLAN GOVERNMENT PREPARING ORGANIZATION
9a. CONTRACTOR NAME/ADDRESS
i. REPORTING ORGANIZATION NAME
TBD
ii. DIVISION NAME
TBD
iii. LOCATION
TBD
iv. CONTRACTOR BUSINESS DATA REPORT (CBDR 1921-3) REQUIREMENT:
X	CBDR REQUIRED FOR THIS ORGANIZATION
9b. CONTRACT NUMBER (List all that apply, separated by commas)
TBD
9c. APPROPRIATION (check all that apply)
	RDT&E
X	PROCUREMENT
	O&M
X	FMS
	WCF
	OTHER
10a. APPROVED PLAN NUMBER
TBD
10b. APPROVED PLAN REVISION NUMBER
TBD
10c. APPROVED PLAN REQUIREMENTS
X	AT COMPLETION COSTS FOR STANDARD FUNCTIONAL CATEGORIES (FlexFile or Legacy)
X	AT COMPLETION COSTS FOR RECURRING/NONRECURRING (FlexFile only)
	TECHNICAL DATA REQUIRED
10d. COST REPORT TYPE
X	FLEXFILE
	LEGACY DD 1921 SERIES
DRAFT DD FORM 2794 (PAGE 1), METADATA, JANUARY 2019		PREVIOUS EDITION IS OBSOLETE

DD Form 2794, Pg 2 (REPORTING)

		COST AND SOFTWARE DATA REPORTING PLAN				COST, SOFTWARE, & TECHNICAL DATA REPORTING/EARNED VALUE MANAGEMENT CO-PLAN
		11. WORK BREAKDOWN STRUCTURE (WBS)		12. COST	13. TECHNICAL DATA
		a. WBS
CODE	b. WBS
LEVEL	c. WBS ELEMENT NAME	a. ACTUALS TO
DATE (ATD)	b. LEGACY
1921-1	c. LEGACY
1921-2	d. LEGACY
1921-5	e. EAC/FAC
(See item 10d)	a. QUANTITY		b. SRDR
FORMATS	c.

MAINT. &

REPAIR

PARTS

		i. QUANTITY
DATA	ii. GFE

QUANTITY

1.0	1	Family Heavy Tactical Vehicles (FHTV) - Heavy Expanded Mobility Tactical Truck (Heavy Expanded Mobility Tactical Truck (HEMTT)), Palletized Loading System (Palletized Loading System (PLS)), and M915 Line Haul Tractor	0	X	X
1.1	2	Protection Kits	0	X	X
1.1.1	3	Protection Kits Integration, Assembly, Test, and Checkout	N/A	X
1.1.2	3	Heavy Expanded Mobility Tactical Truck (HEMTT) A4 and Palletized Loading System (PLS) A1 Underbody Kit		X	X
1.1.2.1	4	Integration, Assembly, Test and Checkout	X	X	X
1.1.2.2	4	Hardware	X	X	X
1.1.2.3	4	Packaging/Crates	X	X	X
1.1.2.4	4	Software Release	N/A	X
1.1.3	3	Heavy Expanded Mobility Tactical Truck (HEMTT) A4 B-Kit		X	X
1.1.3.1	4	Integration, Assembly, Test and Checkout	X	X	X
1.1.3.2	4	Hardware	X	X	X
1.1.3.3	4	Packaging/Crates	X	X	X
1.1.3.4	4	Software Release	N/A	X
1.1.4	3	Heavy Expanded Mobility Tactical Truck (HEMTT) A4 Tanker Armor Module (TAM) Kit		X	X
1.1.4.1	4	Integration, Assembly, Test and Checkout	X	X	X
1.1.4.2	4	Hardware	X	X	X
1.1.4.3	4	Packaging/Crates	X	X	X
1.1.4.4	4	Software Release	N/A	X
1.1.5	3	Palletized Loading System (PLS) A1 B-Kit		X	X
1.1.5.1	4	Integration, Assembly, Test and Checkout	X	X	X
1.1.5.2	4	Hardware	X	X	X
1.1.5.3	4	Packaging/Crates	X	X	X
1.1.5.4	4	Software Release	N/A	X
1.1.6	3	M915 A5 B-Kit		X	X
1.1.6.1	4	Integration, Assembly, Test and Checkout	x	X	X
1.1.6.2	4	Hardware	X	X	X
1.1.6.3	4	Packaging/Crates	X	X	X
1.1.6.4	4	Software Release	N/A	X
1.1.7	3	International Organization for Standardization (ISO) Containers		X	X
1.1.7.1	4	Integration, Assembly, Test and Checkout	X	X	X
1.1.7.2	4	Hardware	X	X	X
1.1.7.3	4	Software Release	N/A	X
1.1.8	3	Protection Kits Software Release	N/A	X
1.2	2	Platform Integration, Assembly, Test, and Checkout	N/A	X
1.3	2	Systems Engineering	X	X
1.4	2	Program Management	X	X
1.5	2	Systems Test and Evaluation	X	X
1.6	2	Training	X	X
1.7	2	Data	X	X
1.8	2	Peculiar Support Equipment	X	X
1.9	2	Common Support Equipment	X	X
1.10	2	Operational/Site Activation	X	X
1.11	2	Contractor Logistics Support (CLS)	X	X
1.12	2	Industrial Facilities	X	X
1.13	2	Initial Spares and Repair Parts	X	X
		Subtotal Cost
		Reporting Contractor General & Administrative (G&A)
		Reporting Contractor Undistributed Budget
		Reporting Contractor Management Reserve
		Reporting Contractor Facilities Capital Cost of Money
		Total Cost
		Reporting Contractor Profit/Loss or Fee
		Total Price
DRAFT DD FORM 2794 (PAGE 2), REPORTING, JANUARY 2019

DD Form 2794, Pg 3 (EVENTS)

		COST AND SOFTWARE DATA REPORTING PLAN
		14. CSDR SUBMISSION EVENTS
		a.
EVENT ID	b.
DATA REPORT(S)	c.
SUBMISSION EVENT NAME	d.
REPORT CYCLE	e. AS OF DATE	f. DUE DATE
						(YYYYMMDD)	(YYYYMMDD)
		1	1921, 1921-1, 1921-2	Initial Report	Initial	TBD	TBD
		2	1921, 1921-1, 1921-2	Report 1 (Ordering Year 1)	Final	TBD	TBD
		3	1921, 1921-1, 1921-2	Report 2 (Ordering Year 2)	Final	TBD	TBD
		4	1921, 1921-1, 1921-2	Report 3 (Ordering Year 3)	Final	TBD	TBD
		5	1921, 1921-1, 1921-2	Report 4 (Ordering Year 4)	Final	TBD	TBD
		6	1921, 1921-1, 1921-2	Report 5 (Ordering Year 5)	Final	TBD	TBD
		7	1921, 1921-1, 1921-2	Final Report	Final	TBD	TBD
		DRAFT DD FORM 2794 (PAGE 3), SUBMISSION EVENTS, JANUARY 2019			PREVIOUS EDITION IS OBSOLETE

DD Form 2794, Pg 4 (REMARKS)

COST AND SOFTWARE DATA REPORTING PLAN

15. REMARKS

Family of Heavy Tactical Vehicles Protection Kits

**Special Remark**

Cost for items listed within the protection kit Tech Data Packages (TDP), shall be mapped into the specified protection kit "Hardware" Work Breakdown Structure (WBS) lines. All additiional items shall be mapped to the other WBS lines and per agreement with the CWIPT, during the Post-Award CSDR Conference.

1. Program Overview:

The Family of Heavy Tactical Vehicles (FHTV) Protection Kit contract is in support of a Department of Defense (DoD) requirement to acquire enhanced tactical vehicle ballistic protection under the LTAS that integrates armor protection into the Tactical Wheeled Vehicles (TWV), including the FHTV. Used to supply and support troops serving during wartime and in civil disaster environments.

2. Contracting Approach:

Small business set aside Firm-Fixed Price (FFP), Indefinite-Delivery Indefinite-Quantity (IDIQ) contract consisting of five (5) ordering years.

3. CSDR Submission Dates

A. Dates identified in block 14.d are for planning purposes only.

B. Initial Report: Submission event 1 will have an “As of Date” on the last day of the contractor’s accounting period that is seven months after contract award.

C. Reports: Submission events two (2) through six (6) shall include all costs associated with the protection kits purchased within each ordering year. Ordering years are relative to the contract award (CA) date. Specifically, ordering year 1 covers the period from CA through 364 days after CA, ordering year 2 covers the period from the day after ordering year 1 ends through 364 days after the start of ordering year 2, and so forth. Costs reported in each submission shall be mutually exclusive of costs reported within other submissions. Reports shall be submitted when final end item has been delivered and accepted by the government (e.g., as evidenced by a completed DD 250).

D. Final Report: Submission event 8 shall be submitted when all end items ordered on the contract have been delivered and accepted by the government (e.g., as evidenced by a completed DD 250) and 95% or more of total contract costs have been incurred.

E. Due Dates: 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.

4. Special Contractor Instructions:

A. Delivery Order (DO) and Contract Line Item Number (CLIN) Assignment: The contractor shall specify which DOs and CLINs are included in the reported costs within the Remarks section of each Cost Data Summary Report (DD Form 1921).

B. These CSDR contract plans shall include reporting of any and all costs incurred by the contractor in order to perform the scopes of work associated with this contract, irrespective of contract type (e.g., firm-fixed price, cost-plus fixed fee) or funding source (i.e., via contract, via internal research & development). With the exception of report 7, cost reported for each submission shall be mutually exclusive of costs reported within other submissions.

C. Bill of Materials (BOM): The Contractor shall deliver the BOM, CDRL A008, to DCARC with each cost report submission, as indicated in Block 14 of DD Form 2794 CSDR Plan. The Contractor shall provide the BOM in accordance to the Governement provided Work Breakdown Structure (WBS) structure and BOM template. The BOM shall provide data at the part level by WBS. The contractor shall submit the BOM as a "other document" choice within the DCARC's CSDR Submit-Review System with each submission of cost reports by Ordering Year.

5. Non-Recurring/Recurring Definitions:

The contractor shall utilize the specific definitions and requirements in the CSDR Manual (DoD 5000.04-M-1) and the definitions in the DIDs for the forms 1921 and 1921-1 to segregate Recurring and Nonrecurring costs discretely and not as an aggregate.

6. WBS Dictionary:

A. The WBS dictionary shall contain overarching descriptions/definitions of nonrecurring costs, recurring costs, cost accounting standard variances, DD Form 1921-1 row calculation methodologies, and cost/labor hour allocation methodologies, and specific descriptions of each WBS element. The dictionary shall contain a disclosure statement detailing any differences between the CSDR reporting methodology and the contractor's Cost Accounting Standards. The dictionary 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 into the WBS. Details in the CWBS dictionary sufficient to describe the differences between kits.

B. The WBS dictionary shall be maintained and updated by the contractor and will be delivered in accordance with the submission events outline in this CSDR Plan. Changes to the WBS Dictionary made between submissions shall be identified using red font.

7. DD Form 1921-3 Contractor Business Data Report:

A. The Contractor Business Data Report is prepared by and for the business entity (e.g., business unit, segment, or site) responsible for submitting the Forward Pricing Rate Proposal (FPRP) representing the basis for Forward Pricing Rate Agreement (FPRA) negotiations with the government.

B. Reports are submitted annually at the end of the contractor's fiscal year.

C. Data for Future Years should be reflective of the number of years contained in the most current document, i.e., the FPRP or the FPRA. If the document applies to more than three future years, attach additional future year sheets as required. In the absence of these documents, estimates should be provided for three future years.

8. Resource Distribution Table (RDT)

A) A copy shall be delivered seven calendar days before the "Post-Award Cost and Software Data Reporting Conference" and shall represent the contractor's final contract proposal value using the maximum allowable contract quantities, hours, or options (as applicable). This copy of the RDT will be used during the "Post-Award Cost and Software Data Reporting Conference" in order to establish which subcontractors will be required to provide CSDR reporting and electronic submission of deliverables directly to the Defense Cost and Resource Center (DCARC) and which subcontractors may qualify for a CSDR direct reporting subcontractor waiver.

B) A copy shall be delivered within thirty calendar days after the contractor identifies that a subcontractor who, at the time of contract award, was not anticipated to qualify for direct subcontractor CSDR reporting and electronic submission of deliverables directly to the DCARC but is now anticipated to meet the CSDR direct reporting subcontractor criteria due to changes to scopes of work, design, supplier, or subcontract price changes since contract award (unless that subcontractor has already been issued a subcontractor reporting waiver associated with this contract).

9. Period of Performance

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 current CSDR plan, the government may modify the CSDR plan to require additional submission events and WBS elements in order to ensure the accurate and complete collection of cost data associated with the modified contract. The contractor might be required to host an additional CSDR Post Award conference to review its plan to collect and report costs associated with the additional scope of work.

10. **TBD** Cost Accounting Standards (CAS) Disclosure Statement Differences:

A. The contractor shall complete DD Form 1921 and 1921-1 reports by complying with the company's CAS disclosure statement and will respond to the government with any differences between their CAS Disclosure Statement and the reporting requirements within each DID. Describe significant accounting changes from previous accounting period in the Remarks section of the reports, if applicable.

B. Contractors are required to follow the accounting procedures specified in their CAS Disclosure 13 Rev 1, 20071213 Statement. As part of the pre/post award conference, the CWIPT and the contractor will review the CAS Disclosure Statement in conjunction with the reporting requirements contained in the DD Form 1921 and 1921-1 Data Item Descriptions and related formats. This review will address the need for mapping from the contractor's accounting system into the required CSDR categories.

DRAFT DD FORM 2794 (PAGE 4), REMARKS, JANUARY 2019 PREVIOUS EDITION IS OBSOLETE

DD Form 2794, Pg 5 (SCOPE DEF)

COST AND SOFTWARE DATA REPORTING PLAN
INTRA-CONTRACT SCOPE REPORTING DEFINITION
16. ORDERS/LOTS
a. ID	b. NAME		c. PHASE/MILESTONE
1	Order Year 1		C-FRP
2	Order Year 2		C-FRP
3	Order Year 3		C-FRP
4	Order Year 4		C-FRP
5	Order Year 5		C-FRP
17. END ITEMS
a. ID	b. NAME
1	Heavy Expanded Mobility Tactical Truck (HEMTT) A4 and Palletized Loading System (PLS) A1 Underbody Kit
2	Heavy Expanded Mobility Tactical Truck (HEMTT) A4 B-Kit
3	Heavy Expanded Mobility Tactical Truck (HEMTT) A4 Tanker Armor Module (TAM) Kit
4	Palletized Loading System (PLS) A1 B-Kit
5	M915 A5 B-Kit
6	International Organization for Standardization (ISO) Containers
7	Common
18. OPTIONAL REQUIREMENTS
a. ORDER/LOT ID	b. END ITEM ID	c. UNIT REPORTING(X if applicable)	d. SEQUENCING

(X if applicable)

1	1	X	X
1	2	X	X
1	3	X	X
1	4	X	X
1	5	X	X
1	6	X	X
1	7	X	X
2	1	X	X
2	2	X	X
2	3	X	X
2	4	X	X
2	5	X	X
2	6	X	X
2	7	X	X
3	1	X	X
3	2	X	X
3	3	X	X
3	4	X	X
3	5	X	X
3	6	X	X
3	7	X	X
4	1	X	X
4	2	X	X
4	3	X	X
4	4	X	X
4	5	X	X
4	6	X	X
4	7	X	X
5	1	X	X
5	2	X	X
5	3	X	X
5	4	X	X
5	5	X	X
5	6	X	X
5	7	X	X
DRAFT DD FORM 2794 (PAGE 5), INTRA-CONTRACT SCOPE, JANUARY 2019

DD Form 2794, Pg 6 (SRDR DEV)

COST AND SOFTWARE DATA REPORTING PLAN - SRDR DEVELOPMENT
19. RELEASES
a. ID	b. NAME	c. DATE
20. CSCI'S
a. ID	b. NAME
21. PRODUCT SIZE REPORTING ELEMENTS
a. CODE	b. NAME	c. RELEASE ID	d. CSCI ID
22. PRODUCT SIZE SUBMISSIONS		c. RELEASE ID:
a. NUMBER	b. NAME			Included?	Included?	Included?
DRAFT DD FORM 2794 (PAGE 6), SRDR DEVELOPMENT, JANUARY 2019

DD Form 2794, Pg 7 (SRDR MX)

COST AND SOFTWARE DATA REPORTING PLAN - SRDR MAINTENANCE
23. RELEASES
a. ID	b. NAME	c. DATE
24. PRODUCT SIZE REPORTING ELEMENTS
a. CODE	b. NAME	c. RELEASE ID
25. PRODUCT SIZE SUBMISSIONS		c. RELEASE ID:
a. NUMBER	b. NAME		Included?	Included?	Included?
DRAFT DD FORM 2794 (PAGE 7), SRDR MAINTENANCE, JANUARY 2019

DD Form 2794, Pg 8 (TECH RQTS)

COST AND SOFTWARE DATA REPORTING PLAN - TECHNICAL PARAMETER REQUIREMENTS
26. WBS ELEMENT CODE	27. WBS ELEMENT NAME	28. ITEM TYPE	29. TECHNICAL PARAMETER
			a. PARAMETER NAME	b. UNIT OF MEASURE	c. UNIT OF MEASURE QUALIFIER	d. REPEATABLE	e. REMARKS
DRAFT DD FORM 2794 (PAGE 8), TECHNICAL PARAMETER REQUIREMENTS, JANUARY 2019

File details come from the government source that posted it. Updated Dec 30, 2023.