Lunch n Learn 04 APR 18 CADE Mission & Major Initiatives

Transcription

1 Lunch n Learn 04 APR 18 CADE Mission & Major Initiatives Session will start at 1230 EDT (1130 CDT). Audio will be through DCS there will be a sound check 30 minutes prior to the session. Everyone but the presenter is muted please Download the Presentation: Click on the Bold Arrow pointing downward just below the lower left hand corner of the presentation Questions are welcome during the session, please type them into the DCS Chat Window Mr. Daron Fullwood - Presenter DCARC Daron.D.Fullwood.civ@mail.mil Marc Stephenson - Presenter CADE Flex Files Lead DCARC marc.j.stephenson.ctr@mail.mil Ellen Barber, Host Professor, CE, EVM Ellen.Barber@dau.mil Mike Taylor, Co-Host/Moderator Professor, CE, CON DAU Mike.Taylor@dau.mil 1

2 COST ASSESSMENT DATA ENTERPRISE CADE Vision & Major Initiatives Defense Acquisition University Lunch April 4th, 2018 Daron Fullwood, Director Defense Cost and Resources Center (DCARC) Daron.D.Fullwood.Civ@mail.mil

3 CADE Update Agenda 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 CADE INTIATIVES Improve Data Quality through Access to Native Data Ensure Completeness through Allocation & Mapping Visibility Increase Efficiency through Seamless Data Integration CADE The Future of Cost & Data Analysis Data 3

4 CADE Overview What is CADE? URL Cost Earned Value (EVM) Acquisition Technical Library Actuals: Cost & Technical Data Program and Data Situational Awareness Analysis Ready Data Downloads Analysis Ready Data Downloads Profit & Fee Visibility on FFP contracts Insight into Prime and Subcontractor Cost Data Aligned Cost EVM allows for time phased analysis Program Health metrics and Visualization Tools Program Information SAR/MAR Annual Funding SAR/MAR Schedule Events CARDs* Software Database Electronic CARDs (ecards)* Technical Data Reports* Searchable data for historical reference at your fingertips Cost Estimates Funding Memos Program Briefings ICEs, SCPs Research Studies Quick Look Visualizations CADE is the authoritative data source for estimating & analyzing Major Defense Programs 4

5 CADE Vision and Major Initiatives Major Initiatives Cost Technical Strategic Planning 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 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 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 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. 5

6 CADE Overview Top Priorities Policy Driven Data Initiatives Quality Data The Right Data The Right Partnerships The Right Priorities That Tells A Story Comprehensive Data: Authoritative & Searchable Seamlessly integrated Aligned Process Streamlining Modernized & Integrated Cloud / Amazon Web Services Migration Data Warehouse Data Integration w/the Services Technical Refresh API and Informs Decision Making Data Accessibility: Intuitive user interface Data sharing Improves Analysis: Increases Analyst Productivity Shift from Reactive to Proactive Informs Lifecycle Program Decisions By 2020, CADE will be a modernized, fully integrated system that tells the story of a program s Lifecycle Cost 6

7 COST ASSESSMENT DATA ENTERPRISE Flex Files: Overview & Submission Process Defense Acquisition University Lunch April 4th, 2018 Torri Preston Torri.r.preston.ctr@mail.mil (571)

8 FlexFiles Legacy 1921 Reports 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 8

9 FlexFiles Value of FlexFiles 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 Legacy Reports FlexFiles/Quantity Report CWBS FlexFile 1921 Q 9

10 FlexFiles Industry Submission Process EVMS Accounting ERP Convert Upload Submit Creation Tool FlexFile Data Model Schema Verification Tool Industry Submission FlexFile Short Term: 6 12 months Convert Upload Submit 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 Optimal Solution: months Contractor converts/normalizes file into database format (JSON) for CADE ingestion 1. CADE Developed Tool 2. Internally Developed Tool 3. 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 10

11 FlexFiles Government Validation Process Govt. Review Generate CWIPT Review CADE Database FlexFile SQL DB Submit Review Acceptance Display FlexFile Short Term: 6 12 months Generate CWIPT Review Display System validates submission & generates standardized reports (e.g 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 Optimal Solution: months 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 11

12 COST ASSESSMENT DATA ENTERPRISE Flex Files: Data Requirements & Examples Defense Acquisition University Lunch April 4th, 2018 Marc Stephenson marc.j.stephenson.ctr@mail.mil (703)

13 FlexFiles Approved FlexFile Data Requirements Data Group A Report Metadata Approved Plan Number Submission Event Period of Performance Reporting Organization Date Prepared Classification Data Group D Summary Elements Subtotal General and Administrative Undistributed Budget Management Reserve Facilities Capital Cost of Money Contract Fee Price Data Group G Forecasts At Completion (FAC) FAC (Dollars/Hours) Data Group B DD Form 2794 Data Elements WBS Code/Level/Name Order Name End Items Additional Tags #1 #12 Data Group E Actuals To Date (ATD) Nonrecurring/Recurring Standard Func. Categories Tier 1/2 Unit/Sublot First/Last Number Account Reporting Period CLIN Contractor Functional Categories Contractor Rate Pool Dollars/Hours Data Group C Contractor Definitions and Remarks CWBS Dictionary Remarks by WBS element Summary Remarks Data Group F Allocation Methodology Allocation Method Type ID Allocation Method Name Greatest value to cost estimator, in many cases, will be the additional insight requested in Group E The foundation of the FlexFile is a Resource associating dollars or hours with a Account in 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 13

14 FlexFiles Approved Quantity Report Data Requirements Data Group A Data Group B Data Group C Report Metadata DD Form 2794 Data Elements Quantity At Completion Current update improves on the existing quantity requirements Approved Plan Number Submission Event Period of Performance Reporting Organization Date Prepared Classification Data Group D Assessed Quantity To Date Quantity Completed To Date Quantity In Process Remarks WBS Code/Level/Name Order Name End Items Data Group E Sequencing (as required by Co Plan) First Unit Number Last Unit Number Delivered/Internal Delivered Quantity At Completion Internal Quantity At Completion Concurrent Units At Completion Government Furnished Equipment At Completion Remarks 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 14

15 FlexFiles Examples In this case, CCDRs do not support all cost estimating needs Not practical to expect generic labor categories to work for all programs/situations Example Data Legacy 1921 Ctr Categories Engineering Design Engineering Systems Engineering Program Management 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 FlexFile dynamic view Example Data FlexFile Time phased data provides a more dynamic view of costs overtime rather than the static, infrequent data points provided by the 1921 reports 15

16 COST ASSESSMENT DATA ENTERPRISE FlexFile Demonstration

17 FlexFile Demonstration Flat File 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 17

18 FlexFile Demonstration 1921 Flat file allows for quick conversion in to the historically collected forms 18

19 FlexFile Demonstration Having WBS as a filter allows analysts to view for individual elements Flat file allows for quick conversion in to the historically collected forms Note changes to legacy categories (for example, Program Management and Manufacturing Touch) 19

20 FlexFile Demonstration Data Over Time FlexFiles provides data over time Time Now Standard for Actuals Optional for FACs 20

21 FlexFile Demonstration Data Over Time and Multiple Scopes FlexFiles provides data over time Time Now 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). Note how LRIP 2 starts about a year after LRIP 1. Previous CCDRs required separate submissions to get this insight. 21

22 FlexFile Demonstration Drill Into Lower Level Cost Accounts 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 22

23 FlexFile Demonstration Drill Into Contractor Functional Categories Understand which contractor functional categories are binned to the standard Use this information to make crosswalk to proposal categories and relate to FPRs Better isolate functions affected by learning and/or rate 23

24 FlexFile Demonstration Take Advantage of Additional (Optional) Tags 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 24

25 FlexFile Demonstration Take Advantage of Additional (Optional) Tags Slice WBS Element 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 25

26 COST ASSESSMENT DATA ENTERPRISE FlexFile: Current Status Defense Acquisition University Lunch April 4th, 2018 Daron Fullwood, Director Defense Cost and Resources Center (DCARC) Daron.D.Fullwood.Civ@mail.mil

27 CADE Update Flex Files DIDs Approved November 2017 Initiate 22 Pilots Completed 2018 Train and Explain Implement obtain 25 Additional Pilots Review the implementation stage Assess Accomplishments: Built consensus resulting in an approved DID Collaborated with industry and government 8 draft DIDs since ,344 comments from industry and government Developed IT capabilities to create and ingest the FlexFile/Quantity Report 2 Plans Approved ** Plans approved using older draft versions DID and CSDR plan 1. WSF Weather Satellite Follow on 2. PAC 3 8 Plans Being Negotiated Plans currently using all approved documentation 1. CH 53K LRIP 2 2. CH 53K LRIP 3 3. CH 53K LRIP 4 4. STRYKER 3 Reports Due in CY EPS R 6. SIBRS 7. AMF JTRS 8. F 22 Government Lead: Daron Fullwood, CAPE Daron.D.Fullwood.civ@mail.mil 27

28 COST ASSESSMENT DATA ENTERPRISE Training Opportunities & What do We Need From You? Defense Acquisition University Lunch April 4th, 2018 Torri Preston Torri.r.preston.ctr@mail.mil (571)

29 FlexFiles Train and Explain 1. In Person Sessions Will be holding 6 training events in CY18 21 Feb South (Huntsville, AL) Complete 9, 10 Apr West (SD/LA, CA) 10 May Midwest (Detroit, MI) 30 May, 12 Sep DMV Area 3 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 29

30 CADE Update What do we need from you? 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 Director, Defense Cost and Resource Center (DCARC) Daron Fullwood Office Daron.D.Fullwood.civ@mail.mil CADE Training & Engagement : Torri Preston (571) Office Torri.r.preston.ctr@mail.mil Flex File Lead: Marc Stephenson (703) Office Marc.J.Stephenson.ctr@mail.mil CADE DAU Lead: Peter Braxton (703) Office Torri.r.preston.ctr@mail.mil S C P C S D R E V M The Future of Cost & Data Analysis CADE Help Desk (253) cadesupport@tecolote.com 30