Agreement Contract Template - Excel

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Agreement Contract Template - Excel Powered By Docstoc
					                                                                             Document Types

    SORT KEY
Metadata Working
                 M subtypes                   Definition                       Project Information           P subtypes          Notes
Group
                                                                                                                                 Action is broader than action
                                                                                                                                 item. Action items are tracked
                                                                                                             Action Item, RFA,   in separate systems. Actions
Action item                                   Task assignments.                Action
                                                                                                             RID                 include RFAs and RIDs. For
                                                                                                                                 MWG, an RFA would be in a
                                                                                                                                 meeting file.
                                              Agreements between
                                              NASA/JPL and other U.S. or
                                              international agencies,
                                              between NASA and JPL, or
                                              between JPL organizations.
                                              May include Memoranda of
                                              Agreement, Memoranda of
                                                                                                                                 M gets inconsistent with split
                                              Understanding, Letters of
                                                                                                                                 between records and
                                              Agreement, Research and                                        Contract, MOA,
                                                                                                                                 documents. Contract and
Agreement files                               Technology Objectives and        Agreement/Contract;           MOU, OIA, WA,
                                                                                                                                 agreement should go one
                                              Plans (RTOPS), Interface                                       Statement of Work
                                                                                                                                 place; while payment info goes
                                              Control Documents,
                                                                                                                                 another
                                              Operational Interface
                                              Agreements, Service Level
                                              Agreements, and Work
                                              Agreements. Includes all
                                              supporting records and
                                              correspondence about the
                                              agreement.
                                                                                                                                 M says they are agreements,
                                                                                                                                 but A says they are much
                                                                                                                                 closer to specifications and
Agreement files                                                                Interface Control             EICD, MICD, IICD
                                                                                                                                 should be a standalone
                                                                                                                                 category since that is what
                                                                                                                                 people call them
Agreement files                                                                 Business record (was Lien)
                                              May include actual costs,
Business                                                                                                     Financial,
                                              personnel information and
Management                                                                     Cost/Resource                 Procurement, WBS,
                                              other files used in resource
Record                                                                                                       Workforce
                                              management.


       D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xlsDoc types
       Based on MY/AK discussion Jan. 24 26/05; last edited Feb.1
       Other classes of documentation/records: Cat A, Cat C, uncontrolled, AIDS, ECR, Waiver, PFR?, Drawings
                                                                                                                                               Page 1 of 9
                                                                           Document Types

Metadata Working
                 M subtypes                   Definition                        Project Information        P subtypes           Notes
Group
                                              Records of changes to
                                              documentation, hardware, or                                                       See: ECR, Waiver (different
Configuration
                     ECR, Waivers             software. Includes                No equivalent                                   information class so not
Control Record
                                              Engineering Change                                                                included)
                                              Requests and waivers
                                                                                                                                M gets inconsistent with split
                                                                                                                                between records and
                                                                                                                                documents. Contract and
                                              Project copies of RFPs,
                                                                                                                                agreement should go one
Contract/Procureme                            proposals, contracts, and         Agreement/Contract; OR
                                                                                                                                place; while payment info goes
nt Record                                     other procurement-related         Cost/Resource
                                                                                                                                another. M: Do we need this
                                              records
                                                                                                                                when we have business
                                                                                                                                management record? M does
                                                                                                                                this absorb proposal?
                                              Letters and emails related to
                                              administrative management,
Correspondence                                                              Correspondence
                                              housekeeping operations, and
                                              mission-specific work.
Correspondence                                                              Memo
                                              Raw data, including science
Data                                                                        No equivalent
                                              data and test data
                                                                                                                                M: Is dictionary part of
Design or
                                                                                Dictionary                                      specification or a separate doc
specification
                                                                                                                                type?
                                              Documents about the design                                                        Design is high level;
                                                                                                           Equipment, Material,
                                              of a spacecraft, hardware, or                                                     specification is specific!
Design or                                                                                                  Test, Part/Item,
                                              software. May include             Specification                                   Design doc is a plan; M:
specification                                                                                              Process, Service,
                                              documents about data,                                                             recommend we change to
                                                                                                           System/Subsystem
                                              command, and dictionaries.                                                        Specification
                                              Copies of engineering
                                              drawings, either hardcopy,
Drawing                                       microform, or electronic, that    Drawing                                         Different information class
                                              show experimental,
                                              preliminary, or final versions.



       D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xlsDoc types
       Based on MY/AK discussion Jan. 24 26/05; last edited Feb.1
       Other classes of documentation/records: Cat A, Cat C, uncontrolled, AIDS, ECR, Waiver, PFR?, Drawings
                                                                                                                                               Page 2 of 9
                                                                                  Document Types

Metadata Working
                 M subtypes                        Definition                       Project Information              P subtypes             Notes
Group
                                                   Copies of documents which
                                                   are retained only for use as
Form or Template                                                                    Form/Template
                                                   forms or templates when
                                                   creating a new document.
                                                   Art work, graphics, sound
                                                   clips, and other multimedia                                       Electronic Image,
Graphic/Multimedia                                                                  Graphic/Multimedia
                                                   files used in presentations,                                      Physical Photo/3-D
                                                   flyers, or for other purposes
                                                   Guidance information that is
                                                   intended to assist and that is
                                                                                                                     Guide, Handbook,
Guideline                                          not mandatory (unless            Guideline
                                                                                                                     Manual
                                                   invoked by a policy,
                                                   requirement, or procedure).
Meeting or Review
                                                                                    Agenda
File
                      Agenda, Minutes,             Includes agendas,
Meeting or Review     Presentation, Action item,   presentations, review files,     Agenda; Minutes, Presentation,
File                  Recommendation for           meeting notes, and record        Action
                      Action,                      copies of minutes.
Meeting or Review
                                                                                    Minutes
File
Meeting or Review
                                                                                    Presentation
File
                                                                                                                     HRCR, RDD, SECR,
Meeting or Review File                                                              Review packages
                                                                                                                     SRCR
                                                   Project or task planning
                                                   documents. May include
Plan                                               schedules and early forms of Plan
                                                   planning documents such as
                                                   concepts and definitions.
Policy                                             Rules specific to a project. Policy
                                                                                                                     Calibration,
                                                                                                                     Engineering,
                                                   Instructions for completing a                                     Maintenance,
Procedure                                                                           Procedure
                                                   task.                                                             Modification,
                                                                                                                     Operating, Standard,
                                                                                                                     Test


         D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xlsDoc types
         Based on MY/AK discussion Jan. 24 26/05; last edited Feb.1
         Other classes of documentation/records: Cat A, Cat C, uncontrolled, AIDS, ECR, Waiver, PFR?, Drawings
                                                                                                                                                    Page 3 of 9
                                                                                 Document Types

Metadata Working
                 M subtypes                        Definition                         Project Information     P subtypes           Notes
Group
                                                   Documents reflecting actions
Project Authorization                              leading up to and including
                                                                                      Agreement/Contract;
File                                               the authorization for initiation
                                                   of a project.
                                                   JPL proposals to sponsors,
Proposal                                                                              Proposal/Announcement   Proposal; AO
                                                   including related materials.
                                                                                                              DPA, FMECA, WCA,
Report                                                                                Analysis
                                                                                                              Stress
Report                                                                                List
Report                                                                                Matrix
                                                    May include Trade Studies,
                                                    Benchmarking, Data                                        Log, Metric,
                                                    packages, test plans and                                  Assessment, Test,
                        log, problem report, status reports, MCDL, Reference                                  Significant
Report                  report, study report/trade and Technical Reports.            Report                   Event/Status, End
                        study                       Record of progress or activity.                           Item Data Package,
                                                    Problems associated                                       ECR and Waiver for
                                                    spacecraft, including flight and                          contractors
                                                    flight support equipment
Report                                                                                Study
                                                   Documents that establish the
                                                   requirements of spacecraft
Requirement                                        hardware, software, or             Requirement
                                                   computer systems as needed
                                                   to fulfill the project objectives.
Schedules and                                      Proposed workforce, budget
                                                                                    Schedule
Forecasts                                          and schedule.
                                                   Software component files,
                                                   including any source code or
                                                                                                                                   Software documentation would
Software                                           executable program files,        Code/Script
                                                                                                                                   be separate type for Alix
                                                   configuration files, make files,
                                                   etc.


Charter/role                                                                          Charter/role


         D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xlsDoc types
         Based on MY/AK discussion Jan. 24 26/05; last edited Feb.1
         Other classes of documentation/records: Cat A, Cat C, uncontrolled, AIDS, ECR, Waiver, PFR?, Drawings
                                                                                                                                                Page 4 of 9
                                                                        Document Types

Metadata Working
                 M subtypes                   Definition                   Project Information               P subtypes      Notes
Group
No equivalent                                                              Unspecified (was Miscellaneous)
                                                                                                             Costing,
No equivalent                                                              Model                             Mathematical,
                                                                                                             Statistical
No equivalent                                                              Notes
No equivalent                                                              Notice                                            e.g., GIDEP?
Journal article                                                            Proceeding/Article
Meeting paper                                                              Proceeding/Article
                                                                                                                             No equivalent because a
No equivalent                                                              Standard
                                                                                                                             Category C document type




       D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xlsDoc types
       Based on MY/AK discussion Jan. 24 26/05; last edited Feb.1
       Other classes of documentation/records: Cat A, Cat C, uncontrolled, AIDS, ECR, Waiver, PFR?, Drawings
                                                                                                                                            Page 5 of 9
                                                                                           Metadata Compilation

          Element Name                             Description                                            Values, Guidance and "Gold Source"                                               Repeating?
       Mandatory Elements
Author                            Preparer or responsible individual.           Syntax: First name Last name or Last name, First name                                           yes




Date                              Date of this version, usually cover date.




                                                                               Values: 1) Controlled Document, 2) Record, 3) Other Working Material.
                                  High-level classification indicating whether Controlled Document is defined as a document under version control and will appear on an
Document Class                    the item is a controlled document, record or MCDL when released. Record is defined as an unchanging document that is evidence of
                                  neither.                                     doing work, e.g., email, meeting minutes, test results, etc. Other is everything else (drafts,
                                                                               etc.)




                                                                                Action item; Agreement files; Business Management Record; Charter/Role; Configuration
                                                                                Control Record; Contract/Procurement Record; Correspondence; Data; Design or
Document Type                     The kind of document.                         specification; Drawing; Form or Template; Graphic/Multimedia; Guideline; Journal Article;
                                                                                Meeting or Review File; Meeting Paper; Plan; Policy; Procedure; Project Authorization File;
                                                                                Proposal; Report; Requirement; Schedules and Forecasts; Software




File Name                         Label given to the file.


                                                                                System supplied. Source: http://www.w3.org: Internet Media Type (RFC 1590) and MIME
Format                            File/Mime Type (e.g., .pdf, .doc, .xls)
                                                                                Content Type (RFC 1521)




       D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xls Metadata
                                                                                                                                                                                      Rev. MY Feb. 1, 2005
       Official location: https://bravo-lib.jpl.nasa.gov/docushare/dsweb/Get/Document-28864                                                                                            After Feb. 1 meeting
                                                                                                 Page 6 of 9
                                                                                           Metadata Compilation

           Element Name                            Description                                             Values, Guidance and "Gold Source"                                            Repeating?




                                   Entity creating the work, typically the "home"
                                                                                  Values: from JPL Taxonomy. Also require ability for user to input organizations not on the
Organization                       of the author. (Maybe JPL Org # or                                                                                                        yes
                                                                                  list.
                                   contractor company name.)




                                   Indicates where item resides: in which
Repository/Location                                                             Should be system supplied.
                                   repository or other location.




                                                                                Not yet determined. Possible Values: 1) Discreet; 2) Proprietary (may have subtypes for
Sensitivity                                                                     JPL and external) 3) Intellectual Property; 4) Export Controlled 5) Limited Distribution 6)   yes
                                                                                None (Unlimited Distribution); 7) Not Assessed




Title                              Descriptive name.                            Title should be as specific, distinctive, and descriptive as possible




        D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xls Metadata
                                                                                                                                                                                    Rev. MY Feb. 1, 2005
        Official location: https://bravo-lib.jpl.nasa.gov/docushare/dsweb/Get/Document-28864                                                                                         After Feb. 1 meeting
                                                                                                 Page 7 of 9
                                                                                         Metadata Compilation

       Element Name                            Description                                               Values, Guidance and "Gold Source"                                          Repeating?
CONDITIONAL ELEMENTS (ARE OPTIONAL WHEN CONDITIONS DO NOT APPLY)

Condition: If Project-related
Project Name                                                                   Values: from JPL Taxonomy
Condition: if Controlled Document
                              Hierarchy information based on document          Source: ? Values: Level 1= Program; Level 2 = Project; Level 3=System; Level
Document Level
                              tree/approval level.                             4=Subsystem; Level 5=Box/Assembly




                               Unique identifier(s) that persists beyond a
                                                                               For example, D#; MGS-4-1234
                               particular repository such as a JPL
Document Number                                                                Both a D# and a Project Document Number are strongly encouraged, where appropriate. If yes
                               document number and/or project document
                                                                               system assigned, should be persistent.
                               number.




                               Current status of item based on pre-defined
Document State                                                             Source: JPL Rules! Document and Data Control Requirement (DocID 57034):
                               list.

                            Number or letter that identifes the unique
Revision/Version                                                               For example, 0, 1, 2, 3 or A, B, C
                            iteration of the document.
Condition: If Document /Record

                               Predefined code that identifies records         Automatically populated when a document type is selected. Record series format typically
Retention Schedule
                               retention schedule.                             is N-NAN-Na. No format determined yet for Caltech records.

Condition: When approved by DRS for public release
                             The number assigned by JPL Document
DRS Clearance Number         Review when the document is approved for Assigned by DRS
                             unlimited external release.
Condition: If Submitted by Someone other than Author or if Someone other than Author is Responsible


                               The individual, if other than the author, who
                               submitted or uploaded the item. The person
                               responsible for the document long-term and
Submitter/Custodian                                                                                                                                                       yes
                               who ensures continuity over the project's
                               lifetime, such as the appropriate-level
                               manager or the approver.




    D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xls Metadata
                                                                                                                                                                                Rev. MY Feb. 1, 2005
    Official location: https://bravo-lib.jpl.nasa.gov/docushare/dsweb/Get/Document-28864                                                                                         After Feb. 1 meeting
                                                                                               Page 8 of 9
                                                                                      Metadata Compilation

          Element Name                         Description                                           Values, Guidance and "Gold Source"                                            Repeating?
OPTIONAL ELEMENTS
Additional Date                                                                                                                                                         yes
Audience                                                                    Values: from NASA Taxonomy Facet
Business Purpose                                                            Values: from NASA Taxonomy Facet
Competencies                                                                Values: from NASA Taxonomy Facet                                                            yes

Description                    Overview of the content.

Industries
Instruments                                                                 Values: from NASA Taxonomy Facet                                                            yes




                                                                            System requirement but not a document requirement. Examples: pregnancy vs. family
Keywords                       Search terms not in the title or body.       leave. Lists associated/equivalent terms. Author inputs keywords to assist in determining   yes
                                                                            subject terms.




Locations                                                                   Values: from NASA Taxonomy Facet. Autofill if possible                                 yes
                                                                            Source: JPL Rules: JPL Project Lifecycle (DocID=58813): Values = Proposal; Pre-Phase
                               Predefined lifecycle phase of the mission or
Phase                                                                       A; Formulation Phase (with subtypes A and B); Phase C/D (with subtypes C and D); Phase
                               project associated with this item.
                                                                            E
                               Pre-defined topic(s) or category(ies) that
Subject                                                                     Values: from NASA Taxonomy Facet                                                            yes
                               describe the item.
                               may come from an additional level of the
System/Subsystem
                               WBS

Team/Group                     Name of associated team or group.                                                                                                        yes

                                                                            Source: JPL Rules! Standard JPL Work Breakdown Structure (DocID 59533). Values:
                               The JPL Standard Flight Project Work
                                                                            1=Project Management; 2=Project System Engineering; 3=Safety & Mission Assurance;
WBS #                          Breakdown Structure number associated
                                                                            4=Mission Design; 5=Science; 6=Payload System; 7=Flight System; 8=Mission Ops
                               with this document.
                                                                            System; 9=Launch System (authority: JPL Rules Standard WBS)




    D:\Docstoc\Working\pdf\e1832dce-02c1-4c3b-bbac-08989e920154.xls Metadata
                                                                                                                                                                              Rev. MY Feb. 1, 2005
    Official location: https://bravo-lib.jpl.nasa.gov/docushare/dsweb/Get/Document-28864                                                                                       After Feb. 1 meeting
                                                                                            Page 9 of 9

				
DOCUMENT INFO
Description: Agreement Contract Template document sample