A2E · Demo Runbook & Paperwork Map

Prove it end to end — against real contract paperwork

The plan for a single demo thread that runs opportunity → award → execution → invoice → board report, where every screen maps to a document a real federal program actually produces. Nothing in the demo is claimed that the artifact behind it can't substantiate.

The claim — and what we can actually prove

⚠ Straight answer on "better than having the certification"

We cannot prove that, and we should not say it in a sales setting. A certification measures a person's knowledge; software cannot be "better than" it, and the phrase invites a fight we lose. It stays as internal shorthand for a design goal — not a customer claim.

What we can prove, live, is the substantiable version of that idea:

Provable claim A

"The tool operationalizes the standard. Every function cites the FAR/DFARS clause, EIA-748 formula, or PMBOK process it implements — verifiable against the public source on screen."

Provable claim B

"One data entry produces the actual contract deliverables — MSR, CFSR, CPR-style burn, and a compliant invoice — with no re-keying. We show the document each screen would generate."

Provable claim C

"The math is traceable and reproducible — CPI, SPI, EAC, loaded rates, fee, funding splits — you can recompute any number by hand from the inputs shown."

What we do NOT claim

Not an authoritative system of record; not a substitute for DCAA-approved accounting; not affiliated with PMI/DoD; clause text always verified against eCFR, never quoted from memory.

The two demo programs

Two contract archetypes, chosen so the demo exercises both a cost-type program (fee, CFSR, subcontracting plan) and a labor-hour program (T&M, no fee). Both are notional datasets built on public award structures from USAspending.gov / SAM.gov — real shapes, illustrative numbers.

Attribute	Program 1 — EIMSS	Program 2 — NGEN-R SD
Agency	DHS — CISA	Dept. of the Navy
Vehicle	GSA OASIS+ task order	SeaPort-NxG task order
Contract type	CPFF (fee ~8%)	T&M (no fee)
Team	Prime + 8(a) sub + large sub	Prime + SDVOSB sub
Exercises	Fee, CFSR, subcontracting plan, flowdown	Labor-hour billing, ceiling burn, LOF
Live in tool	BidSummary + Resource Center + Subcontract Mgr	Resource Center (2nd program selector)

The paperwork, defined

These are the real documents a program office expects. The demo shows the tool generating the content of each from data already entered.

Artifact	Authority / form	What it contains
CDRL	DD Form 1423 · DFARS 215.470	The master list of every data deliverable a contract requires — the index the other artifacts satisfy.
DID	Data Item Description	The format/content spec each CDRL line points to — defines exactly how a deliverable must look.
MSR / CSR	Monthly/Contract Status Report	Monthly narrative + progress vs. schedule, accomplishments, issues, and cumulative work-hour labor cost by labor category.
CFSR	Contract Funds Status Report	Funding vs. expenditure vs. forecast — the funded/spent/remaining picture and when more funding is needed.
CPR / IPMR	Contract Performance Report	Formal EVM: BCWS/BCWP/ACWP, CPI/SPI, EAC and variance narrative — the burn S-curve and indices.
IMS	Integrated Master Schedule	Networked, resource-loaded schedule with the critical path the MSR reports against.
Voucher / invoice	WAWF / PIEE submission	The billing document: hours × loaded rate + ODC + fee, per period, against funded value.
BOE / price	Basis of Estimate	The cost build-up behind the bid — labor mix, rates, ODC, fee — i.e. the BidSummary.

Module → artifact crosswalk

The spine of the whole pitch: each screen we demo, the document it produces, and the number a reviewer can recompute to check us.

Module (screen)	Produces	Provable number on screen
BidSummary	BOE / price · funding pies	TCV = Σ cost + fee · margin = profit ÷ TCV · allocation % by labor category
Capture Lifecycle	Bid/no-bid record	Expected value = TCV × Pwin · B&P share = B&P ÷ TCV
Subcontract Manager	Flowdown matrix · subK plan	Clause applies = (type ∈ set) AND (value ≥ threshold), per eCFR Title 48
Resource Center · Roster	Rate build-up	Loaded rate = base × wrap · annual cost = loaded × 2,080 × FTE
Resource Center · Timesheet	MSR labor-hour table	Monthly hours by resource → cumulative work-hours by labor category
Resource Center · Reports	CPR burn · CFSR	CPI = EV ÷ AC · cumulative PV/AC S-curve vs. funded line
Resource Center · Invoices	WAWF voucher	Invoice = Σ(hours × loaded rate) + ODC + fee · billed ÷ funded
PM Platform	IMS · EVM · RAID	Critical path (zero float) · EAC = BAC ÷ CPI · TCPI
Exec Deck / Portfolio	Board briefing · PMR	Same numbers, aggregated — no re-keying from the modules above

End-to-end demo script

One continuous thread on Program 1 (EIMSS). ~12 minutes. Each step names the screen, the action, the artifact it stands in for, and the exact line to say.

STEP 1BidSummary — enter the opportunity= BOE / price

Show the intake, edit one cost line, watch TCV/margin and both pie charts recompute. "This is the bid summary the capture team fills once. Everything downstream reads it."

STEP 2Capture — the bid/no-bid gate= bid decision record

Show the BID verdict and the margin/sub-exposure gates. "The go decision is on the numbers, not the gut — and the numbers are the ones we just entered."

STEP 3Subcontract Manager — flowdown= subK plan + matrix

Pick the 8(a) sub; show which of 40 clauses flow and why. Click one clause through to eCFR. "The applicability rule is the same one an auditor uses. Text is verified live, not from memory."

STEP 4Resource Center — load the team & enter hours= MSR labor table

Roster tab: show loaded rate = base × wrap. Timesheet tab: type hours into a cell, watch totals move. "This is the data input the whole thing hangs on — no data, no project. Hours entered here become the monthly status report."

STEP 5Resource Center — Reports= CPR burn + CFSR

Show the burn S-curve (plan vs actual vs funded), toggle hours Monthly⇄Weekly, show hours-by-LCAT. "That's your contract performance report and funds status, straight from the hours you just typed."

STEP 6Resource Center — Invoices= WAWF voucher

Show the auto-generated monthly invoices and billed-vs-funded bar. "Every invoice is hours × loaded rate + ODC + fee. You can recompute any line by hand."

STEP 7PM Platform → Exec Deck= IMS + board PMR

Show the critical path and EVM, then open the Exec Deck built from the same record. "One entry at the start; a board-ready briefing at the end. No re-keying anywhere in between."

The script becomes the training manual

Each demo step is written to drop straight into the User Guide as a task-based lesson. The mapping:

Demo step	Becomes User Guide lesson	Assessment (training check)
Steps 1–2	"Capture an opportunity & make the bid call"	Trainee enters a bid and reaches a correct BID/REVIEW/NO-BID.
Step 3	"Run subcontract flowdown"	Trainee identifies which clauses flow to a given sub and cites eCFR.
Step 4	"Load resources & record hours"	Trainee enters a week of hours and reconciles the timesheet total.
Steps 5–6	"Read the burn & generate an invoice"	Trainee explains a CPI < 1 and recomputes one invoice line by hand.
Step 7	"Produce the board briefing"	Trainee opens the Exec Deck and confirms numbers match the modules.

Next build step: extend the existing User Guide with these five task-based lessons, each ending in its assessment check, and add an "Artifacts produced" callout to every module page linking back to this map. That closes the loop: what we demo is what we teach is what the contract requires.

Sources

Artifact definitions grounded in public authorities. Clause text is always verified against eCFR Title 48 at demo time; nothing here reproduces copyrighted standard prose.

CDRL / DD Form 1423 — DFARS Subpart 215.470; MIL-STD-963 (AcqNotes, DTIC best-practices guide)
Contract Funds Status Report (CFSR) — DAU Acquipedia; DID via the EVM Central Repository
Contract Performance Report (CPR) — CMS DID (Data Item Description for CPR)
Contract/Monthly Status Report (CSR/MSR) — sample CDRL clauses (SOCOM A-series CDRLs; Law Insider clause samples), incl. monthly + cumulative work-hour labor cost by labor category
eCFR Title 48 (FAR/DFARS) — authoritative clause text for flowdown
USAspending.gov / SAM.gov — public award structures used as the notional demo skeletons