CORT Tool IPR

April 23, 2015

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Agenda• Upcoming WAWF Releases impacting CORT Tool

– 5.7 • Schedule• Testing - Completed• Contents

– 5.7.1 • Schedule• Testing• Contents

• Outstanding ECP – List• New ECP - due May 1• User Guide & FAQ• DoDI

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WARFIGHTER FOCUSED, GLOBALLY RESPONSIVE SUPPLY CHAIN LEADERSHIP

3WARFIGHTER SUPPORT ENHANCEMENT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT 3

Requirements Wring Out 18 - 20 Mar 2014

Software Requirements Review (SRR) 29 Apr – 1 May 2014

Preliminary Design Review (PDR) 17 – 19 Jun 2014

Critical Design Review (CDR) 19 – 21 Aug 2014

Build 1 / Engineering Drop Due 25 Nov 2014

JITC SIT/FSIT 1 - 19 Dec 2014

SIT/FSIT Wrap Up 23 Dec 2014

Build 2 / Engineering Drop Due 20 Jan 2015

OAT I TRR 22 Jan 2015

OAT I (Columbus, OH) 26 Jan – 6 Feb 2015

OAT I Wrap Up 10 Feb 2015

Build 3/ Engineering Drop Due 27 Apr 2015

OAT II TRR 1 May 2015

OAT II (Columbus, OH) 4 – 15 May 2015

OAT II Wrap Up (Go/No-Go Decision) 20 May 2015

Deployment Weekend 5 Jun 2015

5.7.0 Updated WAWF Schedule

5.7 ECPsECP # ECP Submitter Proposed Change

ECP 768 Modifications to all COR Submitted documents

DPAP DPAP Administrator – show All contracts number and make all documents available. DA & Managers – show all contracts number for each department and make all documents available. CO, CS, QAPOC, Auditor - Show all contracts for registered DoDAACs and make all documents available.

ECP 770 Additional and Expanded Role

DPAP Add the following new roles: Auditor. Manger (Agency Head) – This role may also request access to reports.

Expand the role of QAPOC and ACO so that they may gain access to all CORT Tool nominations association with the DoDAAC(s).

ECP 787 CORT Smart Forms ARMY Implement within WAWF CORT the ability to create, publish and maintain smart online forms and transactions. Recommend the use of any commercial technology like Adobe LiveCycle or HTML 5 that are interactive, dynamic electronic forms used to replace or compliment non-interactive documents.

ECP 788 VCE Data Interface ARMY Develop a WAWF to VCE interface to exchange COR data.

Provide an automated data feed or Web Service from WAWF CORT to VCE data warehouse.

ECP 820 Assisted Acquisition for non DoD users

DPAP Provide external agencies and their users the ability to register in CORT Tool via user name and password and enter contracts for which CORs are assigned. Replace department with “NON DOD”. Replace “DoDAAC” with external agency name. Provide Non DOD agencies access to CORT.

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WARFIGHTER FOCUSED, GLOBALLY RESPONSIVE SUPPLY CHAIN LEADERSHIP

5WARFIGHTER SUPPORT ENHANCEMENT STEWARDSHIP EXCELLENCE WORKFORCE DEVELOPMENT 5

• Requirements Wring Out 8-9 Dec 2014

• Software Requirements Review (SRR) / Prelim Design Review (PDR) 7-8 Jan 2015

• Critical Design Review (CDR) 4 Feb 2015

• Initial Test/ First Look at developer facility 23-27 Feb 2015

• Build 1 / Engineering Drop Due 31 Mar 2015

• JITC SIT/FSIT 6-10 Apr 2015

• Build 1 Fix / Engineering Drop Due 10 Apr 2015

• OAT I TRR 13 Apr 2015

• OAT I 13-24 Apr 2015

• SIT/FIST/ OAT I Wrap Up 29 Apr 2015

• Build 2/ Engineering Drop Due 20 May 2015

• OAT II TRR 22 May 2015

• OAT II 25-29 May 2015

• OAT II Wrap Up (Go/No-Go Decision) 3 Jun 2015

• Deployment Weekend 12-14 Jun 2015

5.7.1 CORT Schedule

5.7.1 ReleaseECP # ECP Submitter Proposed Changes (Outstanding or New)

ECP 767 CORT Tool DA Hierarchy

DPAP Provide DA access at the DoDAAC or Office level; specifically for Air Force, Navy (USMC) and DLA.

ECP 771 EDA Updates DPAP Establish feed to EDA. When a nomination states "Contract Not Found in EDA“, nomination is updated with the contract information after the contract loads to EDA.

ECP 829 Inactive Contracts

Air Force Provide CORS, CO and CS the ability to post reports to the Online Files for nomination when the status is “Inactive

ECP 861 Increase Search for COR Functionality

DPAP / HELPDESK

Provide the ability to search by Contract Specialist and DoDAAC.

ECP 852 CORT Contract Management Enhancements

USMC Organize the Contract Management Reports page. Provide the ability to search for individual documents; to sort documents based dates; to edit a document title; and to allow multiple document uploads at one time (in same category). Remove ‘Month/Year column’ as ‘Created On’ column

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5.7.2 Release

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ECP # ECP Submitter

ECP 850 Automated Contract Closeout

Army

ECP 794 PIID DPAP

Proposed Change

Using data from WAWF IRAPT, EDA, and MyInvoice, perform automated closeout and distribute the notifications. As permitted by FAR 4.804-5(a) and DFARS 204.804-3, automated contract closeout allows a system to initiate and execute the closeout action. The contract qualifies for the automated closeout process if the contract: Is firm-fixed priced; Does not exceed a total contract value of $500,000 (inclusive of exercised options); and Does not contain any clauses requiring administrative action at closeout: (list on following slide). Use of PDS data from EDA enables review of applicable clauses, which is then coupled with evidence of submission (IRAPT) and payment (MyInvoice) of the final invoice.

The PIID number for delivery and task orders under indefinite delivery contracts (D), orders under basic ordering agreements (G) and calls under blanket purchase agreements (A) will begin uses a 13 position alpha-numeric call or order serial number added to the basic PIID number. Additionally, the PIID will not contain special characters (such as hyphens, dashes or spaces). When DoD FAR Type is selected and the 9th position on the DoD contract is D, A, or G the order or call number will change to 13 position as follows: Positions 1 through 6. The first six positions identify the department/ agency and office issuing the instrument. Use the AAC (i.e. the DoDAAC) assigned to the issuing office for positions 1 through 6. Positions 7 through 8. The seventh and eighth positions are the last two digits of the fiscal year in which the procurement instrument is issued or awarded. Position 9 – all orders will use “F” as the instrument type. Position 10 through 13. A serialized 4 character number or alpha-numeric number. Non DoD will increase to position 10 -17s. A serialized 7 character number or alpha-numeric number.

Outstanding ECP List

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Release ECP # ECP Submitter Problem Change ECP 769 QA POC Location Air Force Under Contracting Officer Section is where the QA POC name is

filled out by CO before COR uploading designation letter. QAPC does not know who has started the nomination process and cannot follow up if there are issues in the nomination process unless their name is listed here.

Move the QAPOC to the Contracting Information section so that the COR can identify QAPOC at the time of the COR identifies the CO and CS.

ECP 822 Contract Completion Date Warning Message

Mae Bartley Change message for performance contract completion date. If put date in past change warning message.

Stop them from approving message and allow to change contract completion date in the future.

ECP 823 Close Out/ Archive Mae Bartley Currently there is no mechanism in place to identify contracts and nomination that are subject to closeout. To date, all nominations, regardless of status are available and viewable on a user contract list status,. Oftentimes displaying a listing that inaccurate.

Provide CO, CS, DA or DPAP administrator the ability to indicate a record for closeout as follows: Add a closeout section to the nomination that is displayed when the nomination is in “Inactive or Terminated” status. Add three additional data elements: Closeout, Date of Closeout. The CO/CS must check the box and indicate the date of closeout. Once the closeout date is reached, gray out the checkbox and dates, change status to archive, record is removed from, Contract List Status, All COR Submitted Document, View All Local COR Records and View All COR Admin. Add “Archive Tab” to CO, CS DA and DPAP Admin. Move all “Closed Out” contract number to Archive tabs. Provide check box next to each contract number; and provide the ability to restore a record to the previous status and previous tables listed above. Move "Inactive" contract to Archive. Add a check box under Status Report that states final status report. When the COR checks final, the COR is no longer allowed to add status report to this record. When the box is check, record the date. Records becomes available for close out and archives procedures - six years from the date record.

ECP 824 COR Profile Mae Bartley DAs within the services must monitor and ensure that all CORs are qualified to performs duties of a COR. Currently there is no functionality in place that would allow any user outside of the nomination process to see the education qualification. In addition, a DODI is being developed that will require each agency to motor the COR database of CORs. Monitor will need access to COR Profile.

Add a new menu entitled “COR Profile (Admin)” to DA, DPAP Administrator, Auditor and Manager. Provide individual registered to these roles “View Only” access to any COR Profile as follows DA, Auditor and Manager for the registered department. DPAP Administrator for the ALL departments. Want ability to see ready only version of CORs profile.

Outstanding ECP List

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ECP 826 Automated Load of Training Completion Information

Hal McAlduff COR training certificates are loaded into the CORT-T manually. Takes time for CORs/COR nominees to find, scan (if not already in electronic format) and upload copies into the system.

DAU to push data to CORT Tool - info CLM 003, CLC 222, CLCL 106, CLC 206, Classroom version 206/222, push from system of record start date, completion date, pass course in format in time needed. Could do one time send and then on a timely basis. Establish FTP on training. The DAU data is the official system of record for course completion "official" data reports could be provided. These could include: a) One time historical record of graduates. b) recurring reports on a frequency to be determined. At best "daily" or more likely a few times a week. This would require some type of "de-duplication" effort by the recipient. Next steps would be to determine or identifying the data elements you would want on the report such as 1) course 2) start date 3) completion date, etc. DAU to provide file of manually entered information. Only CORs registered need to have training, don't need DAU whole universe.

ECP 827 Data Export Capability John Taninecz Export ability from the list views if possible. I search for something now and then I have to copy and paste into excel across multiple pages. How about an ability to export or download those results in xlsx or csv format?

Will open as Excel Spreadsheet.

Outstanding ECP List

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ECP 830 COR and TM Training Qualifications Tracking (CTQT)

DISA Manually intensive to upload certificates. Interface between DOTs and CORT Tool.

Similar to DAU ECP. DISA has online training system called DOT - certificates and training dates are online. User is still inputting data into DOTs.

ECP 847a CORT Tool Improvements - Change Warning Message

Navy Warning messages are displayed when a user is build their profile and entering their training credentials. If the user fills in only one of the classes CLC 106 or CLC 222, they still get an error message warning them that the other class is required. The problem is all of the Warning's fire regardless of what has been entered giving the impression that BOTH CLC courses are REQUIRED when ONLY one of the two CLC courses is required.

System should be configured so the user can identify which training certificate they are uploading, possibly via a menu choice. Should have logic build in where it can determine which training is missing and respond by displaying the appropriate warning message and not display ALL. Possibly have one combined error message to say, “WARNING: The following training is required and must be uploaded to your profile: Combating Trafficking in Persons; DAU CLM 003, Ethics Training (or agency equivalent) AND either DAU CLC 106 COR with a Mission Focus or DAU COR 222 (or an equivalent training courses).”

ECP 848 JITC COR Files and Folders

JITC CORs are required to maintain files and folders for each contract/task in accordance with (IAW) FAR 1.604. At a minimum these files should contain: 1. A copy of the contracting officer’s letter of designation and other documents describing the COR’s duties and responsibilities; 2. A copy of the contract administration functions delegated to a contract administration office which may not be delegated to the COR (see 1.602-2(d)(4)); 3. Documentation of COR actions taken in accordance with the delegation of authority.

Submit COR nomination request in CORT at the contract level only, one time, for the life of the contract. All documentation requirements for approval would be submitted accordingly. Provide a link to the JDR within the CORT to allow for auditing of the file structures and required documentation by DITCO-Scott as required. JDR would be approved as the official COR working File structure for the DISA T&E MSS contract at JITC.JDR runs on both Firefox and Microsoft IE

Outstanding ECP List

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ECP 849 Warning Message for Terminating a COR Appointment

DLA Currently, when a COR or Alternate COR is terminated in the CORT Tool, the contracting officer (KO) cannot re-appoint that individual as a COR or Alternate COR on the same contract at a later date. The impact of this situation is that the KO is left scrambling to find a COR or Alternate COR with the training and experience to perform COR duties.

Before KOs terminate COR appointments, a warning message should appear to inform KOs of the results of the action. Sample message: WARNING - When this COR appointment is terminated, the COR cannot be re-appointed as a COR or Alternate COR on this contract at a later date. Do you still want to terminate this COR?

ECP 853 Folder Drop-down Selection Inadequate

USMC CORT Online File does not provide adequate selections/ organization for service/support contracts. Most of the service/support documents currently fall with the Miscellaneous Documents folder, the folder is very disorganized as the drop-drop selection that applies to service/support documents is 'Other.' Documents with the same title are not grouped together, nor are the documents in the order that they are submitted.

Include additional sub-folder drop-down selections to allow for file organization. Further, group/organize similar file titles.

New Provide the DPAP adminstration the ability to change the email "recepients" and "email from" without submtting ECP to make those changes.

Other Business• User’s Guide and FAQs

– Posted in DoD Procurement Toolbox: http://dodprocurementtoolbox.com/page/ebusiness/cort

– Still waiting to have documents posted to DPAP CORT Tool page

– Good news! With 5.7.1 Release DPAP Administrators will have ability to post these documents within the CORT Tool and create links on WAWF Help/Training. This will replace the DPAP website posting.

• DoDI12