Lecture 2.2b: Proposal Process, RFP, SOW, CLINS, DIDs, and Forming Team Projects

1. 1 Lecture 2.2b: Proposal Process, RFP, SOW, CLINS, DIDs, and Forming Team Projects Dr. John MacCarthy UMBC CMSC 615 Fall, 2006

2. 2 Agenda Proposal Process RFPs SOWs CLINs List Typical Products and Services DIDs Class Project RFP/SOW Class Project CLINs List & DIDs Form Project Teams

3. 3 Proposal/Contract Process Phase I: Government Preparation of an RFP Source Selection Plan Membership/Responsibilities of Source Selection Team Evaluation Criteria Detailed Evaluation Procedures Statement of Objectives (SOO) [Statement of Need (SON)] Statement of Work (SOW) Section 1: Scope Section 2: Applicable Documents Section 3: Requirements Contract Data Requirements List (CDRL) Request for Proposals (RFPs) Phase II: Contractor Preparation of Proposals PMP/SEMP WBS Schedule Cost Estimate Key Personnel Past Performance Requirements Analysis Artifacts Conceptual Design Phase III: Government Source Selection (Proposal Evaluation) Technical Management Past Performance Phase IV: Contract/Contract Award Phase V: Start Project

4. 4 The Statement of Work (SOW) Definition: The document that specifies the scope of the contract. It generally includes: A description of the work to be performed A description of the system to be developed A concept of operations for the system A set of high level requirements for the system A description of the work that the customer expects the contractor to perform A CLINs List: a list of products (and services) to be provided by the contractor. A DID for each document/artifact CLIN: a description of the content and format of key deliverables Purpose: Defines the contract

5. 5 Contract Line Item Numbers (CLINs) List Definition: A numbered list of items (products and/or services) that the contractor is contractually obligated to deliver to the customer (i.e. contractual deliverables) Purpose: The principal means for the customer to evaluate contractor performance Generally a SOW will come with a CLINs List Often the customer will ask the contractor to make SOW/CLINs recommendations Generally the contractor will propose additions/deletions Generally allocated to WBS Elements and then to Work Packages

6. 6 Data Item Description (DID) Definition: A description of the content and structure of a key document/artifact CLIN Purpose: The principal means for the customer to covey their expectations of document/artifact content and structure Generally there will be DID for each artifact CLIN Often the customer will ask the contractor to propose and/or review the DIDs Generally the contractor will propose modifications

7. 7 Typical SE Services and Products Some Typical Services: Systems Engineering Management System Architecting Requirements Generation Configuration Management Systems Analysis Modeling and Simulation Validation and Verification Support Reviews and Audits Some Typical Products: Work Packages Plans Systems Engineering Plan Risk Management Plan Configuration Management Plan Selected Quality Management Procedures Architecture Artifacts Specifications Analyses/Trade Studies System Models/Simulations

8. 8 Class Project Customer System Specification/Description See Word File

9. 9 Class CLINs List and DIDs CLINs List: Homework 1-10 SEP Requirements Document Architecture Artifacts Research Papers Project Briefing Project Notebook Midterm Exam Final Exam DIDs: Homework 1-10: see Lecture 1 & each assignment SEP: See Reference SEP Annotated Outline Requirements Document: IEEE-830 Architecture Artifacts: Lecture Notes Research Paper: see Lecture 1 Project Briefing: TBD Project Notebook: see Lecture 1 Midterm Exam: TBD Final Exam: TBD

10. 10 Form Project Teams 3-4 people per team