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

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. 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
Phase IV: Contract/Contract Award
Phase V: Start Project

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. 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
Failure to deliver any item on the CLINs List can result in Legal Action (everything else is optional)

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
Failure to follow a DID generally results in the Customer not accepting a product.

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
This is a partial list. Services and Products provided by SE vary from project to project.

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

9. Class CLINs List and DIDs
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. Form Project Teams
3-4 people per team