The eGreenbookNG Tool and CMM Document Generation Guidance

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Title: The eGreenbookNG Tool and CMM Document Generation Guidance

1
The eGreenbook-NG Tool and CMM Document
Generation Guidance

2
Overview

CMM Reminders
Remember, it is mandatory that CMM be used to
generate your procurement documents
CMM/PRISM contains all current FAR/NFS clauses
Full text of clauses/provisions is one-click away
in CMM
Full prescription of clauses/provisions is
two-clicks away in CMM
CMM also has a useful Regulation Research feature
Agency training materials for IEM applications,
including CMM/PRISM, are located at EPSS -
PURCHASING PRISM

3
eGreenbook-NG

eGreenbook-NG
eGreenbook-NG is a supplemental tool that is
primarily used to assist reviewers with CMM
created documents (e.g. solicitations, contracts)
Microsoft Excel Worksheet with 4 tabs
FAR matrix found at FAR 52.301
NFS matrix found at 1852.301
GSFC Local Clauses/Provisions CMM Completion
Statements
eGreenbook-NG legend
Allows users to use basic excel functionality
such as hiding/unhiding columns, sorting, and
filtering to assist users navigation of the large
spreadsheet
Provides a summary level (aka Cliffs notes
version) of the clause/provision prescriptions

4
eGreenbook-NG Overview Contd
Located under the Code 210 Webpage-Procurement
Policy-Solicitation Guidance
5
CMM Document Generation Overview

After using CMM to generate your document, you
will be using MS Word and editing an Rich Text
Format (.rtf) file
CMM formatted document will look different than
many of the documents you are used to seeing from
our previous system(s)
May not win any beauty pageants
Agency formatting is not wrong, just different
What does it mean that CMM is mandatory for the
creation of solicitations and award documents?
Create your core document in CMM (Sections B-M),
generate your document in CMM, then add
necessary GSFC clauses and provisions manually
using the eGreenbook-NG tool
HQ is now tracking CMM usage metrics
Any documents created outside of CMM require the
Center to explain and justify the Centers
actions at the monthly Procurement Steering
Committee meeting, attended by all Center
Procurement Officers and NASA HQ
Good news As a Center, we have been, and
continue to do very well in CMM usage metrics

6
CMM Document Generation Tips - General

A Table of Contents is not required
Headers are required
At a minimum, manually insert headers and/or
footers with the document number and page numbers
Section Breaks are required
Manually insert sections breaks between all UCF
sections
CMM numbers all Section I by reference clauses
(e.g. I.1 thru I.49), whereas our old system
placed all Section I by reference clauses under
I.1
This looks different, but is not wrong
Do not spend valuable time renumbering or making
the by reference clauses look like the old way
If a clause needs to be deleted, you can always
make it Reserved instead of renumbering all of
the clauses

7
CMM Document Generation Tips - General

8
CMM Document Generation Tips Section J
Contract Attachments

Clause J.1 of a contract should only be including
contract Attachments that set forth contract
performance requirements.
Do not include proposal-instruction related
exhibits or enclosures in Clause J.1.
Also, remember an attachment is
useless/unenforceable unless its compliance is
invoked (via reference) in a contract clause.
That is why we have a Clause C.1 entitled Scope
of Work that invokes, via reference, the
Statement of Work (usually Attachment A). Clause
C.1 can also be used to invoke (list) other
attachments such as Specifications or Quality
Assurance documents that are not
invoked/referenced in another clause.
Highlighted in Policy Online Weekly dated 5/1/09

9
CMM Document Generation Tips Section K
Representations and Certifications

As provided for in FAR section 4.1202, and except
for those solicitations issued using FAR Part 12
procedures, if the Contracting Officer includes
clause 52.204-8 Annual Representations and
Certifications in Section K of their
solicitation, many of the other "standard"
Section K clauses can be excluded from the
solicitation.
FAR 4.12 requires prospective contractor's to
annually complete Online Representations and
Certifications Application (ORCA).
This ORCA includes all Representation and
Certification provisions, except Cost Accounting
Standards provisions.
Therefore, when you include FAR 52.204-8 ANNUAL
REPRESENTATION AND CERTIFICATIONS in a
solicitation--you do not include any other reps
and certification provisions listed in FAR
4.1202.
Full Open Competition Solicitation OR Large
Business Sole Source - Three (3) Provisions
should be included in Section K
52.204-8 ANNUAL REPRESENTATION AND
CERTIFICATIONS
52.2301 COST ACCOUNTING STANDARDS NOTICES AND
CERTIFICATION
52.230-7 PROPOSAL DISCLOSURE-COST ACCOUNTING
PRACTICE CHANGES
Small Business or SDB Solicitation - FAR 52.204-8
ANNUAL REPRESENTATION AND CERTIFICATIONS only
Using FAR clause 52.204-8 in Section K of RFPs
eliminates the need to include many (but not all)
other Section K clauses
Highlighted in Policy Online Weekly dated 3/6/09

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