PowerPoint Presentation

Status: Original and derived artifacts are available for this document.

Download: pdf

COST ASSESSMENT DATA ENTERPRISE

CSDR Submit-Review Website:
Submitter Guide

CLEARED
For Open Publication
Dec 10, 2021
Department of Defense

OFFICE OF PREPUBLICATION AND SECURITY REVIEW

SLIDES ONLY
NO SCRIPT PROVIDED

CADE Training

Training Agenda

By the end of this training you will
understand how to:
• Create cost reports using cPet
• Log in to the Submit-Review
Application
• Submit CCDR, FlexFile and Quantity
Data Reports, 1921-3, SRDR, and CWBS
dictionaries
• View Approved CSDR Plans in the
CSDR-SR

2

COST ASSESSMENT DATA ENTERPRISE

Getting Started With CADE

CADE Training

Requesting a CADE Portal Account

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• From the CADE Home page
(https://cade.osd.mil/) select
the “Request CADE Account”
link.

• If you already have a CADE
Portal account, you do not
need to register for a new
account.

• Please contact
[email protected]
for assistance.
4

CADE Training

Account Registration

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

• Create a username and password, enter your
email address, and click submit.
• When completing the account request form,
please request the CSDR-SR Submitter role.

• Click Submit to begin account approval. process

Account Registration

Submitting Cost
Reports

Viewing CSDR
Plans

5

CADE Training

Integrated User Dashboard

Getting Started /
Registration

Once successfully logged in, you now have the capability to customize your dashboard with
status updates and submission information from all of the applications available to you.

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

News about future design releases,
training classes, new policies and
site maintenance will appear as a
default tile.

The Dashboard Help Menu explains
how to add, modify and delete the
different tiles of information.

Select the
icon to
expand the list of
dashboard tiles.
6

CADE Training

Integrated User Dashboard

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•
•

You can select to display upcoming reporting requirements and current submissions in progress.
You can also select to begin the submission process via the Upload link or select to See in CSDR to be
taken to your Upload Home screen.
7

COST ASSESSMENT DATA ENTERPRISE

Preparing CSDR Reports for Submission

CADE Training

Creating Cost Reports Using cPet

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

•

•

The Cost Planning and Execution Tool (cPet)
allows you to create, edit and validate your cost
reports for submission.
Key cPet Functions
•

Build & Edit CSDR Plans and RDT

•

Build, Edit, & Pre-validate CCDR Formats

•

Import and create Excel CCDR
forms/templates

•

Import CCDR data from Excel “flat-file”

•

Export SRDR Dev/Maint Templates

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•

cPet native file format is XML!

9

CADE Training

Creating Cost Reports Using cPet

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

•

cPet is a desktop tool that can be downloaded
from the Tools page on the CADE public website.

•

Sample files, user guides and download
instructions can also be found on the CADE
public website.

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

10

CADE Training

Creating Cost Reports Using cPet

•
Getting Started /
Registration

•
•

Preparing CSDR
Reports for
Submission

To start a new file, select File > Import
DD 2794 (Contract/Subcontract Plan)…
Upload the approved excel version of
the DD 2794 CSDR Plan.
cPet automatically validates and
creates an XML version of any
document you upload. Conversion
results will display separately in the
document import validation window .

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

The approved CSDR plan can be
found on the Submission Detail
page in the CSDR-SR.
11

CADE Training

Creating Cost Reports Using cPet

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

Once a DD2794 CSDR Plan has been imported cPet
offers a number of tools to assist with the
submission process
• cPet Desktop can be used to
• Create and Export of RDT, CWBS, Flat
File, and SRDR Templates.
• Creation and conversion of FlexFile
and Quantity Data Report templates
• FlexFile & Quantity Data Report
Validation
• For More information on using cPet
Desktop consult the cPet Desktop
User Guide.

12

CADE Training

Creating Cost Reports Using cPet

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•
•
•

Select New > New 1921
A new screen will appear where you can input
required metadata information and any needed
remarks.
After entering the metadata information, select
the Save icon to save an XML version of your
working file. You can then close the window.
13

CADE Training

Creating Cost Reports Using cPet

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

• Your new 1921 file now appears on the cPet Home page.
Submitting Cost
Reports

Viewing CSDR
Plans

• Use the ribbon on this screen to finish creating your 1921 file.
• The

icon will allow you to make changes to the report metadata.

• The

icon allows you to input your recurring and non-recurring financial data.
14

CADE Training

Creating Cost Reports Using cPet

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Select to
save when
complete

•
•

Viewing CSDR
Plans

The
icon will allow you to enter your recurring and non-recurring data for To
Date and At Completion costs.
Because you imported the approved CSDR plan at the beginning of the creation
process, cPet automatically pulls in the correct WBS from the plan.

15

CADE Training

Creating Cost Reports Using cPet

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•
•

cPet will save changes to the XML version of your working file.
You can also select to create an Excel version of your file by selecting the “Export this cost report as a DD
form” icon.
16

CADE Training

Creating Cost Reports Using cPet

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• To create a 1921-1 report, Select File > New> New 1921-1.
• Follow the same steps as you did creating the 1921 report in order to
fill in the metadata information and cost data, then save the file.
17

CADE Training

Generating FlexFile/Q-Data Report Templates from a
DD2794 – CSDR Plan – Step 1

Getting Started /
Registration

Access the FlexFile Conversion Tool
•
•

In order to create the FlexFile Excel templates, the user must access the FlexFile Conversion Tool
Click Tools > Convert FlexFile

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

18

CADE Training

Generating FlexFile/Q-Data Report Templates from a
DD2794 – CSDR Plan – Step 2

Access the FlexFile Conversion Tool
Getting Started /
Registration

•

The user has the option to generate the FlexFile JSON File using on of two Excel template options 1

2

Preparing CSDR
Reports for
Submission

XML Conversion
1

Multi-Part Excel Template:
•

Submitting Cost
Reports

•
•

Viewing CSDR
Plans

Breaks the required format tables into three parts:
1. FlexFile Template Part 1 – Metadata & Structures
2. FlexFile Template Part 2 – Actual Cost-Hour Data
3. FlexFile Template Part 3 – Supplemental Data
Allows for one-time creation of Part I & III for initial
submission, with updates to part II, only for subsequent
submissions
Breaks the format validations errors into smaller,
manageable reports

2

Excel Template:
• Includes ALL required tables in one Excel File
• Version control narrowed down to a single file
• Format error reporting extended to all tables

19

CADE Training

Generating FlexFile/Q-Data Report Templates from a
DD2794 – CSDR Plan – Step 3

Begin by creating the FlexFile Template:
Getting Started /
Registration

Preparing CSDR
Reports for
Submission

•

The User Can create a Multi-Part Excel
Template from the approved CSDR
(DD2794) XML Plan which will generate the
following templates in Excel:

1.
2.
3.

FlexFile Template Part 1 – Metadata & Structures
FlexFile Template Part 2 – Actual Cost-Hour Data
Flexfile Template Part 3 – Supplemental Data

XML Conversion
• To create, click Tools> Convert FlexFile > Select FF
Excel Template Format (Multi-Part or Excel
Template) > Create
Submitting Cost
Reports

Viewing CSDR
Plans

• cPet will save the Excel templates to the original file
where the user retrieved the DD2794 source file.

20

CADE Training

FlexFile/Quantity Report Excel template to JSON File
Format Conversion

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

•

•
•

XML Conversion
•

Once the Multi-Part/Excel FlexFile &
Quantity Report template is complete, the
user can now import the completed
template to generate the FlexFile/Quantity
Import Error Log
Tools > Convert FlexFile/Convert Quantity
Report > Browse > Select File & Upload >
Import
cPet will generate an excel report to show
where the imported file does not adhere to
the DEI/FFS
This report will be located in the source
folder where the templates are stored on
the user’s hard drive.

A JSON file will not generate unless the files are compliant with the DEI/FFS

Submitting Cost
Reports

Viewing CSDR
Plans

21

CADE Training

FlexFile/Quantity Report Excel Validation: Excel to
JSON File Format Conversion part 2, Error Reporting

•
Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

•
•

•

•
Submitting Cost
Reports

The format validation error report
will generate an Import Error Log by
error type, as defined in the Date
Exchange Instructions (DEI) and File
Format Specification (FFS)
The error report will identify the
error type, as well as the table and
cell where the error exists
The user must correct all identified
errors listed by type across the
identified tables and cells
When all errors identified by the
single error type, the user must reupload the excel templates to
generate the next error type
The user should repeat this process
until cPet does not identify any
additional errors

*See next slide for an entire list of
DEI/FFS errors

Viewing CSDR
Plans

22

CADE Training

Excel to JSON File Format Conversion part 2, FlexFile
FFS Errors

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

23

CADE Training

FlexFile Excel to JSON File Format Creation

Getting Started /
Registration

•
•
•

Once all identified errors have been addressed, the Excel templates must be re-imported into the conversion tool via Tools
> Convert FlexFile > Select Multi-Part Excel Template/Excel Template > Select File & Upload > Import
cPet will generate a zipped JSON File that adheres to the DEI/FFS and can be ingested into CADE
The JSON Zipped File will auto-generate within the same source folder used to upload the Excel templates, which will be
the official submission file

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

24

COST ASSESSMENT DATA ENTERPRISE

XML Conversion

CADE Training

You’re Already Doing It

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

cPet defines XML standard for CCDR data
26

CADE Training

cPet Desktop Conversion

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

• Import Excel version of
the Contract Plan, then
the Excel 1921, 1921-1,
and 1921-2, or Excel Flat
File.
• cPet automatically
creates XML versions of
the original Excel files in
their source folder
directory.

Submitting Cost
Reports

Viewing CSDR
Plans

27

CADE Training

cPet Web Conversion: Legacy Files

2

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•

3

1

Navigate to cPet Web
from the Portal Home
Page, then select Other
cPet Functions.

• Select Convert Excel Files
to XML.
• Browse and select the
Excel 1921, 1921-1, and
1921-2 reports. Then
click Convert.

28

CADE Training

cPet Web Conversion

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

You will be prompted to open a folder containing the original Excel files, as
well as the converted XML files.
29

CADE Training

cPet Web Conversion: FlexFiles (Single-File)

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

1

•

2
•
•
•

XML Conversion

Navigate to cPet Web from
the Portal Home Page,
then select Other cPet
Functions.
Select FlexFile Excel
Template to FlexFile (JSON)
Browse and select the
FlexFile Then click Import.
A notification will appear
directing you to the
Retrieve Files page.

Submitting Cost
Reports

3
Viewing CSDR
Plans

30

CADE Training

cPet Web Conversion: FlexFiles (Multi-Part)

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•

•
•

•

Navigate to cPet Web from
the Portal Home Page,
then select Other cPet
Functions.
Select FlexFile Excel
Template (Multi-Part) to
FlexFile (JSON)
Browse and select the FFPart 1, FF-Part 2, and FFPart 3. Then click Import.
A notification will appear at
the top-left of the page,
click on Retrieve Files to
download the converted
FlexFiles

31

CADE Training

cPet Web Conversion: Retrieving Converted
FlexFiles

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

•

•

•
XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

Note: It may take a few minutes
for the FlexFile conversion to
finish, click Refresh Status of
Files to check on conversion
status.
Click the
icon to
download the imported
FlexFile.
Retrieve the zipped FlexFile
from your downloads folder.

Note: FlexFile and Quantity files
must be uploaded in the .zip
format.

32

CADE Training

Visual Validation Files

cPet desktop and cPet Web create Excel “Visual
Validation” files in the source folder containing
the original files

Getting Started /
Registration

Cells highlighted in GREEN
verify that the Excel data
was transferred correctly to
XML, and the data will be
readable in XML format

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

Only the first 1921-1 and 1921-2
report will have the header
information highlighted in GREEN
33

CADE Training

Troubleshooting

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

If the “Visual Validation”
files contain cells that are
not highlighted in
GREEN, the files can be
corrected within cPet
Desktop.

Edit and Save Header Information

Edit and Save Cost Data

Submitting Cost
Reports

Viewing CSDR
Plans

34

CADE Training

SRDRs – Excel to XML Conversion: cPet Desktop

Getting Started /
Registration

To Convert a SRDR Template from the excel format to the xml format using cPet desktop:
• Import your DD2794 CSDR Plan
• Once Imported, Right-Click the CSDR Plan and select Import SRDR DEV, SRDR MX, or SRDR ERP

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Once selected, the cPet Document Import Validation Window Will Open
Viewing CSDR
Plans

35

CADE Training

SRDRs – Excel to XML Conversion: cPet Document Import Validation

Getting Started /
Registration

The cPet Document Import Validation screen will provide information on any DEI/FFS errors that may be present
in your SRDR Submission

Preparing CSDR
Reports for
Submission

XML Conversion

Error
Location

Error
Description

Submitting Cost
Reports

The user can also select the
Viewing CSDR
Plans

icon to export the validation data.
36

CADE Training

SRDRs – Excel to XML Conversion: cPet Visual Conversion File

Getting Started /
Registration

cPet Desktop will also create a Visual Conversion Version of you SRDR submission
•
•

Successfully ingested data will be highlighted in green, any errors will be highlighted in orange
cPet Desktop will automatically save the visual conversion file in the same folder as your SRDR Submission

Preparing CSDR
Reports for
Submission

XML Conversion

Ingestion
Errors will be
highlighted
in orange

Submitting Cost
Reports

Viewing CSDR
Plans

37

CADE Training

SRDRs – Excel to XML Conversion: XML file location

Getting Started /
Registration

Use the cPet Document Import Validation Screen to Identify and Correct any DEI/FFS errors present in your submission
• Once a submission is completely error free every SRDR Tab will have the
icon

Preparing CSDR
Reports for
Submission

XML Conversion

cPet Desktop will create a
XML version of the SRDR
in the same folder as the
original excel file

Submitting Cost
Reports

Viewing CSDR
Plans

38

CADE Training

SRDRs – Submission vs DD2794 CSDR Plan Validation

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

To validate an SRDR
Submission against its
DD2794 CSDR Plan:
•

Import the CSDR Plan and
SRDR Submission as indicated
in the xml conversion
instructions

•

Right Click the SRDR
Submission and select
Validate,
•
cPet Desktop
Document Validation
Window will open
•
Use the cPet Document
Validation report to
correct validation
errors

Submitting Cost
Reports

Viewing CSDR
Plans

39

Submitting Cost Reports

CADE Training

Step 1: Select Submission Event

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Access the CSDR Submit-Review Application via the CADE Portal Home Page,
then navigate to Upload Home.
Viewing CSDR
Plans

41

CADE Training

Upload Home: Contract Request

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• In order to see all of the submission events requiring submission on your Upload Home page, you
must first be added to the contract.
• Select the Contract Request tab and enter the Prime Contract Number or CSDR Plan Number to request
access.
• Clicking Send Request will alert the DCARC Validation Analyst that you need to be added to the
contract.

42

CADE Training

Upload Home: Assigned Contracts

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• The Assigned Contracts tab shows the Submitter which contracts they are assigned
to in the Submit-Review website.
• If a contract that you are required to submit reports for is not listed here, click on
the Contract Request tab.
Click on the Prime
Contract Number for more
information about the
contract, approved plans,
and submission events.

43

CADE Training

Upload Home: Submissions in Progress

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

The Submissions in Progress tab displays the submissions that have either been
started, but not submitted, or submissions that have been set back to In
Process: Contractor by the DCARC Validation Analyst.
Select Upload to continue a
submission.

Viewing CSDR
Plans

44

CADE Training

Upload Home: Rejected Submissions

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

The Rejected Submissions tab displays a record of the submissions that have been formally
rejected by the Director of the DCARC.

45

CADE Training

Upload Home: Submission History

1

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

The Submission History tab
displays a historical record of all
submissions, in all stages, for the
history of the Submitter.

2
XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

Select the Submission ID to
see the details of the
historical submission.

46

CADE Training

Step 1: Select Submission Event

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Identify the Submission Event and click Upload to begin the submission.
Viewing CSDR
Plans

47

CADE Training

Step 2: Enter the As of Date

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

• Enter the report As of Date for
the submission. The report As Of
Date should be consistent with
item 14d of the approved CSDR
Plan.
• Once the POC Information has
been verified, select Next to
continue.

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

48

CADE Training

Step 3: Browse, Select, Upload Files

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

• To upload the Excel and
XML cost report files,
select Browse to locate
the report, select the
correct File Type, and
click Upload.
• Click Next to continue.

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

49

CADE Training

Step 3: Browse, Select, Upload Files

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

• All sets of 1921 data will be required to be validated against the
approved CSDR Plan prior to finalizing the submission.
Submitting Cost
Reports

• If you are required to submit multiple variants or lots, use the File
Comment field while uploading to distinguish the different reports.
• Reporting requirements are outlined in the approved CSDR plan and
Contract Data Requirement List (CDRL) for the contract.

Viewing CSDR
Plans

50

CADE Training

Step 4: Name Data Set & Validate

Getting Started /
Registration

•
•

Preparing CSDR
Reports for
Submission

•
XML Conversion

•
Submitting Cost
Reports

Viewing CSDR
Plans

Submitters must validate and generate a CCDR
Data Report prior to submitting reports.
If the submission event requires multiple sets
of 1921, 1921-1/5, and 1921-2 reports, a CCDR
Report must be validated and generated for
each data set. For example, the report names
could be: “Variant 1” and “Variant 2”.
Submitters are required to validate SRDRs,
however, due to the implementation of the new
SRDR Database, submitters will be able to
submit even if major errors are identified.
Submitters are NOT required to validate CWBS
Dictionaries. When uploading these files, Click
Next to continue.

51

CADE Training

Step 4: Name Data Set & Validate

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

A report is Valid if it
has not been deleted
or replaced. This
column is for the use
of DCARC analysts.
All files must be associated
with a data report and have
no major errors in order to
proceed.

In order to associate your files with a
data report, make sure you select the
correct files from the Select Validation
Options table, Name Data Set then click
Validate.
52

CADE Training

Step 4: Name Data Set & Validate

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

•
•

Viewing CSDR
Plans

Running a validation error report may take a few minutes to load. Use the
refresh icons to
update the results.
NOTE: You may have to refresh the website page or return to a previous tab in order to allow
the validation error report enough time to finish processing.
53

CADE Training

Step 5: Name Data Set & Validate

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• During the validation process, you may need to remove and upload corrected files to
the submission event.
• When this occurs, use the drop down menu in the File and Data Report Status table to
select the correct report name.
• This will trigger the Validation Options table to populate with the newly uploaded files.
54

CADE Training

Step 5: Review Major Errors

Getting Started /
Registration
The DCARC POC
information is
listed for you to
contact with
questions.

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• The cPet Validation Error Report is displayed on the Validation screen.
• ALL identified Major errors MUST be corrected in order to proceed to
the next step in the upload process.
55

CADE Training

Step 6: Review Minor Errors

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• The cPet Validation Error Report also displays Minor errors, or
errors that require additional comments in the Remarks section.
• Minor errors displayed on the Validation tab will NOT prevent the
submission from being submitted.
56

CADE Training

Step 7: Review Data Reports

Getting Started /
Registration

The Submitter should review the cost data under View Report Data to check for missing or incorrect
data.

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

57

CADE Training

Step 8: Proceed with No Major Errors

Getting Started /
Registration

Click Next to proceed to the
Review and Submit tab.

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

•
•

Viewing CSDR
Plans

Steps 1 – 7 should be repeated until there are no Major errors identified and the Validation Error Report allows
you to Proceed to the next step, and click Next located at the top of the page.
If you leave the Submit-Review application, the started submission will be found under Submissions in Progress.
58

CADE Training

Step 9: Review and Submit

•
Getting Started /
Registration

1
•

Preparing CSDR
Reports for
Submission

2
XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•

•

Once the 1921, 1921-1/5, and 1921-2 reports
have been validated with NO MAJOR ERRORS,
the CCDR Data Report has been generated, and
the Submitter has reviewed their Data Report,
click Submit to finalize the submission.
CWBS Dictionaries reports do not have to be
validated; therefore, can move from the Upload
Files tab to the Review & Submit tab.
SRDR reports must be validated, however, if
major errors exist submitters will be able to
move officially submit.
The Submitter will receive an automatic email
confirmation from the system as soon as their
reports have been submitted.

3

59

CADE Training

FlexFile Submissions: Steps 1 & 2

Getting Started /
Registration

•
Preparing CSDR
Reports for
Submission

•

XML Conversion

•

When submitting FlexFile reports
follow step 1 and as shown in slides
34 & 35.
When proceeding to step 2, a
yellow box will appear with
guidance on the proper file format
for FlexFile and Quantity
submissions.
Upload the correct FlexFile in a .zip
format, select the correct File Type,
and click Next to continue.

Submitting Cost
Reports

Viewing CSDR
Plans

60

CADE Training

FlexFile Submission: Step 3 - Validation

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• In the Validate: Choose Files table, use the FlexFile/Quantity validation section.
• Select the correct files from the Select Validation Options table, then click Validate.
61

CADE Training

FlexFile Submission: Step 3 - Validation

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•

•
•

When Validating Flexfiles CCDR
reports will be automatically
titled according to their
submission events
Select Validation Errors to
download FlexFile Validation
Results as an excel file
FF validation errors can viewed
within the CSDR-SR by
selecting an individual CCDR
report and viewing the Major
and Minor Error Tabs.

62

CADE Training

FlexFile Validation: View Report Data

Getting Started /
Registration

The Submitter should review Validation Results to identify and correct any identified Errors
Downloadable Validation Checklist

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

63

CADE Training

FlexFile Validation: View Report Data

Getting Started /
Registration

The Submitter should review Validation Results to identify and correct any identified Errors
CSDR-SR internal Validation Report

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

64

CADE Training

FlexFile Submission: Proceed With No Major Errors

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•
•

The Validation process should be completed until no Major errors are identified and the Validation Error Report
allows you to Proceed to the next step; click Next located at the top of the page to proceed to the Review &
Submit Tab
If you leave the Submit-Review application, the started submission will be found under Submissions in Progress.
65

CADE Training

FlexFile Submission: Review & Submit

•
Getting Started /
Registration

1
•

Preparing CSDR
Reports for
Submission

2
XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•

Once the 1921-FF report has been validated with
NO MAJOR ERRORS, the CCDR Data Report has
been generated, and the Submitter has reviewed
their Data Report, click Submit to finalize the
submission.
CWBS Dictionaries and SRDR reports do not have
to be validated; therefore, can move from the
Upload Files tab to the Review & Submit tab.
The Submitter will receive an automatic email
confirmation from the system as soon as their
reports have been submitted.

3

66

Submitting Software and CWBS
Dictionaries

CADE Training

Submitting Software reports and CWBS
Dictionaries

•
Getting Started /
Registration
UNCLASSIFIED
SECURITY CLASSIFICATION

Preparing CSDR
Reports for
Submission

SOFTWARE RESOURCES DATA REPORTING: INITIAL DEVELOPER REPORT (SAMPLE FORMAT 2)
Due 60 days after contract award and 60 days after start of any release or build.

Section 3.1 REPORT CONTEXT AND DEVELOPMENT ORGANIZATION
a. NAME:

MAJOR PROGRAM

•

b. PHASE/MILESTONE:

Section 3.2 PRODUCT AND DEVELOPMENT DESCRIPTION
REPORTING FUNCTIONAL
ORGANIZATIONDESCRIPTION
TYPE

NAME/ADDRESS

a. REPORTING ORGANIZATION:

PRIME/ASSOCIATE CONTRACTOR
DIRECT-REPORTING SUBCONTRACTOR
GOVERNMENT

APPROVED PLAN NUMBER

b. DIVISION:

CUSTOMER

CONTRACT TYPE

WBS ELEMENT CODE
TYPE ACTION

WBS REPORTING ELEMENT

a. CONTRACT NO.:

e. TASK ORDER/DELIVERY
ORDER NO.:

c. SOLICITATION NO.:

SOFTWARE DEVELOPMENT CHARACTERIZATION
b. LATEST MODIFCATION:

•

d. NAME:

Section 3.1.1 UNCLASSIFIED

PERIOD OF PERFORMANCE

SECURITY CLASSIFICATION

SUBMISSION NUMBER

SOFTWARE
RESOURCES DATA
REPORTING:
INITIAL DEVELOPER REPORT (SAMPLE FORMAT 2)
RDT&E
RESUBMISSION
NUMBER

a. START DATE (YYYYMMDD):

XML Conversion

APPROPRIATION

Section 3.4 ESTIMATED RESOURCE AND SCHEDULE REPORTING

b. END DATE (YYYYMMDD):

PROCUREMENT

REPORT AS OF (YYYYMMDD)

SOFTWAREO&M
ACTIVITY NAME

MAPS TO CSDR
WBS NUMBER(S)

DATE PREPARED (YYYYMMDD)

START
MONTH

END
MONTH

PRIMARY
SECONDARY
PERCENT OF
PLANNED
NAME (Last, First, Middle Initial)
EMAIL ADDRESSSW DEVELOPMENT
Department
Telephone (Include Area Code)
Section
SOFTWARE REQUIREMENTS
ANALYSIS)
APPLICATION
TYPE3.4.1 (Example:
PROGRAMMING
PROGRAMMING
PRODUCT
DEVELOPMENT
METHOD(S)
LANGUAGE
LANGUAGE
SIZE
PROCESS

TOTAL
TOTAL HOURS ALL
HOURS PRIME
OTHER
CONTRACTOR
SUBCONTRACTORS
ONLY

UPGRADE OR
NEW?

For contracts with a Cost and Software Data
Reporting (CSDR) requirement, the contractor
must also supply a Contractor Work Breakdown
Structure Dictionary detailing the reporting
elements with definitions of technical, work,
and cost content.
Software Resource Data Reports (SRDRs) detail
the size, schedule and effort on software
development efforts.
Both CWBS Dictionaries and SRDRs have a
different validation process, requiring a more
manual review.

Section 3.4.1 (Example: SOFTWARE ARCHITECTURE AND DETAILED DESIGN)
Section 3.4.1 (Example: SOFTWARE CODING AND UNIT TESTING)

DEVELOPMENT ORGANIZATION

SOFTWARE PROCESS MATURITY

LEAD EVALUATOR

Section 3.4.1 (Example: SOFTWARE INTEGRATION)

CERTIFICATION DATE

EVALUATOR AFFILIATION

Section 3.4.1 (Example: SOFTWARE QUALIFICATION TESTING)

REUSE
PRECEDENTS (ListSOFTWARE
up to five similar
systems by the same organization or team.)

Section 3.4.1 (Example: SYSTEM/SOFTWARE INTEGRATION)

Section 3.2.4TESTING)
COTS/GOTS APPLICATIONS USED:
Section 3.4.1 (Example: SYSTEM/SOFTWARE QUALIFICATION
Section NAME
3.4.1 (Example: SOFTWARE QUALITYINTEGRATION
ASSURANCE)EFFORT

Submitting Cost
Reports

INTEGRATION EFFORT
(OPTIONAL)

NAME

(OPTIONAL)

Section 3.4.1 (Example: SOFTWARE CONFIGURATION MANAGEMENT)

SRDR DATA DICTIONARY FILENAME
Section 3.4.1 (Example: SOFTWARE PROGRAM MANAGEMENT)

COMMENTS
ALL OTHER DIRECT SOFTWARE ENGINEERING DEVELOPMENT EFFORT
Section 3.4.1 (Example: DATA, PROCESS IMPROVEMENT, INDEPENDENT
&
Section 3.2.5VERIFICATION
STAFFING
VALIDATION, PROBLEM RESOLUTION)
Total
TOTAL SOFTWARE
DEVELOPMENT
EFFORT
PEAK STAFF (Maximum
Team Size in
FTE )
COMMENTS

PEAK STAFF DATE

HOURS/STAFF-MONTH

Section 3.2.6 PERSONNEL EXPERIENCE IN DOMAIN

VERY HIGHLY EXPERIENCED:

% HIGHLY EXPERIENCED:

LOW EXPERIENCE:

% INEXPERIENCED/ENTRY LEVEL:

% NOMINALLY EXPERIENCED:

%

%

Section 3.5 PRODUCT QUALITY REPORTING (OPTIONAL)

COMMENTS
NUMBER OF DEFECTS DISCOVERED
COMMENTS

NUMBER OF DEFECTS REMOVED
NUMBER OF DEFECTS DEFERRED TO POST DEPLOYMENT

Section 3.1.1 UNCLASSIFIED

Viewing CSDR
Plans

SECURITY CLASSIFICATION

68

CADE Training

Submitting CWBS Dictionaries - Step 1: Select
Submission Event

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

From your Upload Home page in the CSDR-SR, identify the Submission Event and click
Upload to begin the submission.
69

CADE Training

Submitting CWBS Dictionaries - Step 2: Enter
the As of Date

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

• Enter the report As of Date for
the submission. The report As Of
Date should be consistent with
item 14d of the approved CSDR
Plan.
• Once the POC Information has
been verified, select Next to
continue.

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

70

CADE Training

Submitting CWBS Dictionaries - Step 3: Browse,
Select, Upload Files

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

• To upload files, select
Browse to locate the
report, select the
correct File Type, and
click Upload.
• Click Next to continue.

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

71

CADE Training

Submitting CWBS Dictionaries - Step 4: Review
& Submit

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

1

•

Submitters are NOT required to validate
CWBS Dictionaries.

•

CWBS Dictionaries do not have to be validated
using cPet; therefore, can move from the Upload
Files tab to the Review & Submit tab.
The Submitter will receive an automatic email
confirmation from the system as soon as their
reports have been submitted.

•

XML Conversion

2
Submitting Cost
Reports

Viewing CSDR
Plans

3

72

CADE Training

SRDR Submission: Steps 1&2

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

•

1
2

•

XML Conversion

•

Submitting Cost
Reports

Viewing CSDR
Plans

When submitting SRDR reports
follow step 1 and as shown in
slides 34 & 35 and select next to
continue onto step 2.
Use the “Select Files to Upload”
box to select the SRDR file, and
use the “Select File Type”
dropdown menu to select the
correct submission event file
type (SRDR Dev, MX, or ERP)
Use the “File Comments” section
to add any additional desired
information and select “Next” at
the top of the page to continue
to Step 3.

73

CADE Training

SRDR Submission Step 3: Name Data Set and Validate

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

•

Use the “SRDR Validation” menu at
the bottom of the page to select the
correct SRDR File and Contract Plan
and select the “Validate” button to
run the validation report.

•

Note: The SRDR submission will only
generate a validation report if your
SRDR submission is in a XML-compliant
template
• XML Compliant SRDR templates
can be made using cPet desktop;
for more information consult
the cPet Desktop user guide
SRDR reports validation must be run in
order to be submitted, but they do not
have to pass validation (for example: if
the submission is in the May 2018
SRDR Format)

XML Conversion

•
Submitting Cost
Reports

Viewing CSDR
Plans

74

CADE Training

SRDR Submission Step 4: Review & Submit

Getting Started /
Registration

1

•

The Submitter will receive an automatic email
confirmation from the system as soon as their
reports have been submitted.

Preparing CSDR
Reports for
Submission

XML Conversion

2
Submitting Cost
Reports

Viewing CSDR
Plans

3

75

Submitting Cost Reports: 1921-3 & FPR
Data

CADE Training

Submitting 1921-3 Reports

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

•
Submitting Cost
Reports

Viewing CSDR
Plans

•

The Contractor Business Data Report (1921-3) is the Department of Defense (DoD) system for
collecting costs and hours at the business unit level in terms of the contractor’s own proposed
categories.
To submit a 1921-3 report for your business unit, select 1921-3 &FPR from your Portal Home.

77

CADE Training

Submitting 1921-3 Reports

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

• Select MY FPR from the 1921-3 & FPR
S-R Home and navigate to the Upload
Home page in order to view
submission events.
• Forward Pricing Unit (FPR) is used to
refer to the business unit.

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

78

CADE Training

Submitting 1921-3 Reports

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• Navigate to the New Submission tab. Here you will be able to select
your FPR unit submission event.
• If you do not see a FPR unit listed, contact the CADE Support Help
Desk to be assigned to the correct FPR unit.
79

CADE Training

Submitting 1921-3 Reports

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

• Enter the report As of Date for
the submission. Reports are
submitted annually, within 60
days subsequent to the end of
the contractor’s fiscal year.
• Select 1921-3 as the Report Type.
• Once the POC Information has
been verified, select Save to
continue.

Submitting Cost
Reports

Viewing CSDR
Plans

80

CADE Training

Submitting 1921-3 Reports

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

• To upload files, select Browse to locate the report, select the
correct File Type, and click Upload.

• Click Next to continue.
Viewing CSDR
Plans

81

CADE Training

Submitting 1921-3 Reports

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

•
•
•

Submitters must validate and
generate a CCDR Data Report prior to
submitting 1921-3 reports.
1921-3 files must be submitted as a
stand-alone Excel-compatible file or
as a XML file.
The XML file can be generated
automatically from the Excelcompatible file using the cPet
software tool.

Participants submitting pilot submissions of the 2018 1921-3 form can submit in the contractor’s own format and according
to the contractor’s own rate structure. Questions about pilot participation and submissions can be sent to the CADE Support
Help Desk.
82

CADE Training

Submitting 1921-3 Reports

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

1

•

Once the 1921-3 report has been validated, click Submit
to finalize the submission.
The Submitter will receive an automatic email
confirmation from the system as soon as their reports
have been submitted.
A record of your submission will be available for you to
view in the Submission History tab.

•

•

2
XML Conversion

3
Submitting Cost
Reports

Viewing CSDR
Plans

83

Viewing CSDR Plans

CADE Training

Viewing CSDR Plans

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• To access the CSDR plans the DCARC has on file for your contracts, you must access the
Contract Detail Screen for each contract individually.
• You can access the Contract Detail screen by clicking on Contract Number hyperlink on the
Assigned Contracts tab on the Upload Home page.

85

CADE Training

Viewing CSDR Plans

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

• Select the Contract Tasks/Plans tab.
• All approved CSDR plans for the contract will be viewable.
86

CADE Training

Viewing CSDR Plans

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

Submitting Cost
Reports

Viewing CSDR
Plans

Selecting View will allow you to access both the XML and Excel version
of the CSDR plans that are currently on file.
87

CADE Training

Viewing CSDR Plans

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

• The Excel and XML versions of
the approved CSDR Plan can
also be viewed and
downloaded during Step 3 of
the cost report submission
process.
• Click on the Assigned Plan
Number to view/download the
Excel and XML versions of the
plan.

Submitting Cost
Reports

Viewing CSDR
Plans

88

CADE Training

Viewing CSDR Plans

Getting Started /
Registration

Preparing CSDR
Reports for
Submission

XML Conversion

• The Excel and XML versions of
the approved CSDR Plan can
also be viewed and
downloaded during Step 3 of
the cost report submission
process.
• Click on the Assigned Plan
Number to view/download the
Excel and XML versions of the
plan.

Submitting Cost
Reports

Viewing CSDR
Plans

89