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Lunch n Learn 04 APR 18CADE Mission & Major Initiatives
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Mike Taylor, Co-Host/ModeratorProfessor, CE, CON [email protected]
Mr. Daron Fullwood - [email protected]
Ellen Barber, HostProfessor, CE, [email protected]
Marc Stephenson - PresenterCADE Flex Files Lead [email protected]
COST ASSESSMENT DATA ENTERPRISE
CADE Vision &Major Initiatives
Daron Fullwood, Director
Defense Cost and Resources Center (DCARC)
Defense Acquisition University Learn @ Lunch
April 4th, 2018
AgendaCADE Update
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This brief is a success if it provides an overview and update on…
› Cost Assessment Data Enterprise› CADE Major Initiatives › Top Priorities
› FlexFile / Quantity Report (FF/‐Q) › Value Proposition › Data Requirements › Industry/ Government FF Submission Process› Implementation/ Future of Flex Files
Improve Data Quality through Access to Native Data
Ensure Completeness through Allocation & Mapping Visibility
Increase Efficiency through Seamless Data Integration
The Future of Cost & Data Analysis
CADE
Data
CADE INTIATIVES
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What is CADE?CADE Overview
Cost
› Analysis‐Ready Data Downloads
› Profit & Fee Visibility on FFP contracts
› Insight into Prime and Subcontractor Cost Data
Earned Value (EVM)
› Aligned Cost‐EVM allows for time‐phased analysis
› Program Health metrics and Visualization Tools
Acquisition
› Program Information
› SAR/MAR › Annual Funding› SAR/MAR Schedule
Events› CARDs*
Technical
› Software Database
› Electronic CARDs (eCARDs)*
› Technical Data Reports*
Library
› Searchable data for historical reference at your fingertips”─ Cost Estimates─ Funding Memos─ Program Briefings─ ICEs, SCPs─ Research Studies
CADE is the authoritative data source for estimating & analyzing Major Defense Programs
URL http://cade.osd.mil
› Actuals:Cost & Technical Data
› Program and Data Situational Awareness
› Analysis‐Ready Data Downloads
› Quick‐Look Visualizations
Strategic PlanningTechnicalCost
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Major InitiativesCADE Vision and Major Initiatives
Co‐Planning› Reporting strategy that aligns CSDR &
EVM requirements› Cooperative planning leads to better
data, lower costs, and improved program management
Institutional Knowledge/Community Support› What analysts need to know about the
data› Additional contextual information on
programs
Cost/Quantity Reporting› Cost Data (CCDRs/1921s) – contains
most of what analysts need to build an estimate – dollars, hours, quantities, and descriptive tagging
› FlexFiles – new generation of cost reporting, government data reporting
› Quantity Report (1921‐Q) – provides actual account of physical units completed in a streamlined submission process
› 1921‐3 – improved ways of reporting business unit data
Bill of Materials› Standardized collection of parts and
supplier pricing data
Technical Reporting› Cost Analysis Requirements
Description (CARD) / Technical Data (1921‐T) – programmatic and technical descriptions analysts need to build estimates
Software› SRDRs – software effort, size, and
schedule estimating approaches including analogy, parametric, and commercial models
Maintenance & Repairs› 1921‐M/R – collection of information
related to each maintenance event such as the specific system being repaired and reason for failure
Cost analysts will have all of this data and institutional knowledge at their fingertips. It will be the exception – not the rule – to go back to industry to do our estimates.
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Top PrioritiesCADE Overview
Quality Data That Tells A Story› Comprehensive Data:
› Authoritative & Searchable› Seamlessly integrated› Aligned
› Process Streamlining
› Modernized & Integrated
Policy Driven Data Initiativesand Informs Decision Making
› Data Accessibility:› Intuitive user interface› Data sharing
› Improves Analysis:› Increases Analyst Productivity› Shift from Reactive to Proactive› Informs Lifecycle Program Decisions
› The Right Data
› The Right Partnerships
› The Right Priorities
By 2020, CADE will be a modernized, fully integrated system that tells the story of a program’s Lifecycle Cost
Data WarehouseData Integration w/the ServicesTechnical Refresh
API
Cloud / Amazon Web Services Migration
COST ASSESSMENT DATA ENTERPRISE
Torri Preston
(571) 372‐4270
Defense Acquisition University Learn @ Lunch
April 4th, 2018
Flex Files: Overview & Submission Process
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Legacy 1921 ReportsFlexFiles
1. Requires cost and hours to be mapped/allocated to standard “government” categories• Belief is that requesting data in standard categories from industry will relieve govt.
effort normalizing data• However, normalization is not straightforward and data requested does not provide
enough detail to understand/reevaluate industry normalization
2. Forms do not account for capabilities of modern data systems• Require Excel (~2004) and XML (2014) formats but volume of data requested same as
when forms were submitted in paper• Native data and tags that are already present in industry systems are not
accommodated by legacy formats
Legacy cost reports are useful in many cases, but given additional time and industry cooperation cost estimators will generally request more detailed data from industry
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Value of FlexFilesFlexFiles
1. Additional insight for cost estimators• Insight below WBS reporting level (e.g., control accounts, work packages)• CLIN and contractor‐internal categories that align with FPRAs
• Helps to trace back to proposal information
• Time‐phased by month• Other data fields explicitly planned into DID/ data structure
• E.g., allocation scheme (as necessary), 12 additional contract‐specific fields
2. Potential efficiencies for industry• Less likely to require allocation from internal functional categories to “government”
categories• Some mappings/allocation still may be required
• Less incentive for Government to require lower level in reporting WBS• Changes EACs to FACs in attempt to avoid concerns with CCDRs driving EVM effort
FlexFiles require data already present in industry’s systems that is useful to cost estimators and does so in a way that overall lessens or is neutral to the industry cost to prepare the reports
FlexFile 1921‐Q
FlexFiles/Qua
ntity
Rep
ort
1921‐5CWBS 1921‐2
1921‐11921
Legacy Rep
orts
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Industry Submission ProcessFlexFiles
FlexFileData Model “Schema”
Creation Tool
DCARC converts/normalizes industry’s raw file into database format (JSON) for CADE ingestion
1. DCARC verifies that all data requirements have been met
2. DCARC iterates with contractor if necessary
Once verified by the contractor, DCARC will submit file into CSDR‐SR for CWIPT validation
Contractor converts/normalizes file into database format (JSON) for CADE ingestion1. CADE Developed Tool2. Internally Developed Tool3. Third Party Tool (optimal)
CADE developed tool allows the contractor to verify all the data requirements (pre‐submission)
Contractor will submit file into the CSDR‐SR for CWIPT Validation
Short Term: 6 – 12 months
OptimalSolution:
12‐18 months
FlexFile
Verification Tool Industry Submission
Convert Upload Submit
Convert Upload Submit
ERPAccounting
EVMS
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Government Validation ProcessFlexFiles
Submit Review
System validates submission & generates standardized reports (e.g. 1921 and flat file)
DCARC will provide specialized reports such as the mapping key
Legacy validation rules will be applied automatically to reports
DCARC will provide guidance on what else to review
Analysts will have the ability to download both Legacy reports and flat files from accepted report
System generates new reports necessary for validation based on input from implementation period
System will apply FlexFile unique validation rules based on input from implementation period
Analysts will have the ability to dynamically view FlexFiles before downloading
Govt. Review
Short Term: 6 – 12 months
OptimalSolution:
12‐18 months
FlexFile
Generate CWIPT Review
Generate CWIPT Review Display
FlexFile SQL DB
CADE Database
DisplayAcceptance
COST ASSESSMENT DATA ENTERPRISE
Marc Stephenson
(703) 697‐0362
Defense Acquisition University Learn @ Lunch
April 4th, 2018
Flex Files: Data Requirements & Examples
Greatest value to cost estimator, in many cases, will be the additional insight requested in
Group E 13
Approved FlexFile Data RequirementsFlexFiles
The foundation of the FlexFile is a Resourceassociating dollars or hours with a Accountin the accounting system at a point in Time
Traceability across programs and contracts by requiring the legacy government tags
Consistent costs elements from contract proposal through execution
Insight into how the contractor manages the program
Flexible reporting scope with additional/revised structure
Data Group AReport Metadata
Approved Plan NumberSubmission EventPeriod of PerformanceReporting OrganizationDate PreparedClassification
Data Group B
DD Form 2794 Data Elements
WBS Code/Level/NameOrder NameEnd ItemsAdditional Tags #1‐#12
Data Group CContractor Definitions and Remarks
CWBS DictionaryRemarks by WBS elementSummary Remarks
Data Group D
Summary Elements
SubtotalGeneral and AdministrativeUndistributed BudgetManagement ReserveFacilities Capital Cost of MoneyContract FeePrice
Data Group E
Actuals To Date (ATD)
Nonrecurring/RecurringStandard Func. Categories Tier 1/2Unit/Sublot First/Last NumberAccount Reporting PeriodCLIN Contractor Functional CategoriesContractor Rate PoolDollars/Hours
Data Group FAllocation Methodology
Allocation Method Type IDAllocation Method Name
Data Group GForecasts At Completion (FAC)
FAC (Dollars/Hours)
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Approved Quantity Report Data RequirementsFlexFiles
Report Metadata
Approved Plan NumberSubmission EventPeriod of PerformanceReporting OrganizationDate PreparedClassification
DD Form 2794 Data Elements
WBS Code/Level/NameOrder NameEnd Items
Quantity At Completion
Delivered Quantity At CompletionInternal Quantity At CompletionConcurrent Units At CompletionGovernment Furnished Equipment
At CompletionRemarks
Assessed Quantity To Date
Quantity Completed To DateQuantity In ProcessRemarks
Sequencing(as required by Co‐Plan)
First Unit NumberLast Unit NumberDelivered/Internal
Data Group A Data Group B Data Group C
Data Group D Data Group E
Current update improves on the existing quantity requirements
Same information collected as before with the addition of GFE data and sequencing
Separate form outside of a CCDR allows for a more streamlined submission process
Requires physical unit counts as opposed to a calculation
Will collect more accurate quantity information prior to final report
IT updates will allow for the FlexFile and Quantity report to be consolidated to recreate Legacy 1921 reports
Quantity Report is closely related to the FlexFile
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ExamplesFlexFiles
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In this case, CCDRs do not support all cost estimating needs –Not practical to expect generic labor categories to work for all
programs/situations
Time phased data provides a more dynamic view of costs overtime rather than the static, infrequent data points provided by the 1921
reports
FlexFile dynamic view
Ctr Categories
Engineering Design
Engineering Systems
Engineering ProgramManagement
Manufacturing AAA
Manufacturing Program Management
Raw Material
Purchased Equipment
Subcontractor 1
Quality Control
Quality Control Eng
Quality Control Man
Program Management
Manufacturing Support
Standard Categories
Engineering
Manufacturing
Material
Other
Example Data – Legacy 1921
Example Data – FlexFile
COST ASSESSMENT DATA ENTERPRISE
FlexFile Demonstration
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Flat FileFlexFile Demonstration
FlexFiles will be submitted as a JSON file, however, analysts will be able to view and download the data in different ways
› Analysts will be able to download FlexFile as a flat file
› Allows for more dynamic tables and charts
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1921FlexFile Demonstration
Flat file allows for quick conversion in to the historically collected forms
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1921‐1FlexFile Demonstration
Flat file allows for quick conversion in to the historically collected forms
Note changes to legacy 1921‐1 categories (for example, Program Management and Manufacturing Touch)
Having WBS as a filter allows analysts to view 1921‐1 for individual
elements
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Data Over TimeFlexFile Demonstration
FlexFiles provides data over time
› Standard for Actuals› Optional for FACs
“Time Now”
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Data Over Time and Multiple ScopesFlexFile Demonstration
FlexFiles provides data over time
› Standard for Actuals› Optional for FACs
FlexFiles allows for multiple Orders (e.g., LRIP 1, LRIP 2) as well as multiple End Items (e.g., Variant A, Variant B).
“Time Now”
Note how LRIP 2 starts about a year after LRIP 1. Previous CCDRs required separate submissions to get this insight.
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Drill Into Lower Level Cost AccountsFlexFile Demonstration
FlexFiles allows you to gain insight by drilling into cost accounts that make up the WBS element scope
1.4 Systems Test & Eval is a lowest level WBS element
Note that “Electrical and Systems Integration” as well as “Fabrication Planning” were assigned to Systems
Test & Eval
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Drill Into Contractor Functional CategoriesFlexFile Demonstration
Understand which contractor functional categories are binned to the standard
› Use this information to make cross‐walk to proposal categories and relate to FPRs
› Better isolate functions affected by learning and/or rate
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Take Advantage of Additional (Optional) TagsFlexFile Demonstration
Slice the data by Organizational Breakdown Structure (OBS), or in other ways that reporting entities may elect to track costs
These additional tags are optional through the Co‐Planning process
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Take Advantage of Additional (Optional) TagsFlexFile Demonstration
Slice WBS Element 1.1.4 – Wing by the Organizational Breakdown Structure (OBS), or in other ways that reporting entities may track costs
These additional tags are optional through the Co‐Planning process
Wing labor hours dominated by:› Tooling› Mate› Assembly
COST ASSESSMENT DATA ENTERPRISE
FlexFile: Current Status
Daron Fullwood, Director
Defense Cost and Resources Center (DCARC)
Defense Acquisition University Learn @ Lunch
April 4th, 2018
Flex FilesCADE Update
DIDs Approved November 2017
Initiate
22 Pilots Completed
2014 ‐ 2017Train and Explain
Implement
obtain 25 Additional Pilots
2018Review the implementation stage
Assess
2018 +
Built consensus resulting in an approved DID
Collaborated with industry and government
8 draft DIDs since 2015 1,344 comments from industry and government
Developed IT capabilities to create and ingest the FlexFile/Quantity Report
Accomplishments:
Government Lead: Daron Fullwood, CAPE [email protected] 27
2 Plans Approved** Plans approved using older draft versions DID and CSDR plan
8 Plans Being NegotiatedPlans currently using all approved documentation
1. WSF – Weather Satellite Follow‐on 2. PAC‐3
1. CH‐53K – LRIP 22. CH‐53K – LRIP 33. CH‐53K – LRIP 44. STRYKER
5. EPS‐R6. SIBRS7. AMF – JTRS8. F‐22
3 Reports Due in CY 18
COST ASSESSMENT DATA ENTERPRISE
Torri Preston
(571) 372‐4270
Defense Acquisition University Learn @ Lunch
April 4th, 2018
Training Opportunities &What do We Need From You?
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Train and ExplainFlexFiles
1. In‐Person Sessions
Will be holding 6 training events in CY18
21 Feb South (Huntsville, AL) Complete9, 10 Apr West (SD/LA, CA)10 May Midwest (Detroit, MI)30 May, 12 Sep DMV Area3 Oct North (Boston, MA)
2. Online Learning
Learning Management System (LMS): Assists those who may not be able to attend In‐Person Sessions. Will host all training material and demos.
Public Website: Contains all approved documents and policy in addition to user guides and FACADE (academic CADE).
3. Analyst Support
Call our office to set up any additional meetings needed to answer questions or to provide feedback.
FlexFile Material
Team will have a number of different artifacts to train government analysts and industry on the FlexFile initiative….
Training Material
Demos of IT capabilities (e.g., Creation Tool, FlexFile Ingestion In CADE, Chart and Analytics)
Demo using fake data to show how an analyst may be able to use FlexFile data
Implementation Guide
Detailed instructions on how to fill out the new Co‐Plan form
What do we need from you?CADE Update
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The Future of Cost & Data Analysis
CSDR
EVM
SCP
CADE Help Desk(253) 564‐[email protected]
Director, Defense Cost and Resource Center (DCARC)Daron Fullwood571‐372‐4267 [email protected]
CADE Training & Engagement :Torri Preston (571) 372‐4270 [email protected]
1. Identify early adapters that can benefit from a FlexFile
2. Become and advocate for the FlexFile
Socialize the benefits of the FlexFile Attend similar meetings to support initiative
3. Allow us to come train
Coordinate a meeting with your team to educate them on initiative Flex File Lead:
Marc Stephenson(703) 697‐0362 [email protected]
CADE DAU Lead:Peter Braxton(703)‐695‐2114 [email protected]
