Lecture 3.9: RFP, SOW and CDRL (SEF Ch 19)

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Lecture 3.9 RFP, SOW and CDRL (SEF Ch 19)

• Dr. John MacCarthy
• UMBC CMSC 615
• Fall, 2006

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Organizing and Integrating System Development
(Ch. 18)

• Integrated Development
• Project Organization Integrated Teams
• Team Organization and Development
• Team Membership, Roles and Maintenance
• Team Processes
• Barriers to Integration
• Integrated Product and Process Development (IPPD)
  and Integrated Product Teams (IPTs)
• Government Role in IPTs

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Contracting Process (19.2)

• Key Documentation
• Request for Proposal (RFP)
• Statement of Work (SOW)
• Source Select Plan
• Contract Data Requirements List (CDRL)
• Work Breakdown Structure
• Contract

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Solicitation

• Request for Proposal (RFP)
• Solicitation for proposals
• Describes customer needs and what contractor must
  do to be considered for the contract
• An RFP generally includes
• a SOW
• a definition/specification of the system to be
  developed,
• a CDRL

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Contracting Options

• A number of contracting options are available to
  the Government

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The SOW (S19-B)

• SOW specifies the work to be done by the
  contractor
• It is derived from the PWBS (System Architecture)
• It normally consists of three sections
• 1 Scope Defines overall purpose of the program
  and to what the SOW applies
• 2 Applicable Documents Lists specifications and
  standards referenced in Section 3
• 3 Requirements States the tasks the contractor
  has to perform to provide the deliverables. Tasks
  should track to with the WBS.

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Definition/Specification of System to be Developed

• Provides the customer requirements for the system
  to be developed
• Generally they will be high-level functional and
  interface requirements
• Usually they will include performance
  requirements
• Often requirements will be incomplete
• Occasionally requirements will appear to be
  contradictory
• Sometimes it will include a description of the
  environment and constraints (design and/or legacy
  components)
• Sometimes it will neglect to mention these

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CDRL (SEF S19-C)

• Contract Data Requirements List (CDRL)
• A list of authorized data requirements for a
  specific procurement that forms a part of a
  contract
• A collection of DD Forms 1423 containing data
  requirements and delivery instructions
• Definitions of the blocks may be found in SEF
  S19-C
• A Data Item Description (DID) (DD Form 1664)
  generally accompanies each CDRL Data Item. The
  DID defines the data content, preparation
  instructions, format, intended use, and
  recommended distribution of the data required of
  the contractor for delivery

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Summary (19.3)

• Solicitation Planning includes development of an
  RFP, PWBS, SOW, System Specification/Description,
  CDRL, and Source Selection Plan,
• There are various options available as to how to
  contract system development
• The RFP describes what the contractor must do to
  be considered for a contract. It generally
  includes the SOW, Specification and CDRL
• The SOW indicates the work the contractor is to
  perform
• The System Specification indicates what the
  contractor is to build
• The CDRL lists the data the contractor is
  required to provide to the Government
• CDRL Data Items generally have an associated DID
  that describes required content and format
• Source Selection is base on evaluation criteria
  outlined in the SSP and in Sections L and M of
  the RFP