DCAA CONTRACT AUDIT MANUAL CONTENTS

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Transcription:

May 2015 (5) DCAA CONTRACT AUDIT MANUAL CONTENTS Foreword... (3) 0-000 Introduction to the... 001 0-008 Explanation of Terms and Abbreviations... 002 1-000 Introduction to Contract Audit 1-100 Establishment and Responsibilities of DCAA... 101 1-200 Relationships with the Government Accountability Office... 113 1-300 Audit Services for Non-DoD Agencies... 119 1-400 Relationships with Other Government Organizations... 123 1-500 Relationship with Contractors... 140 1-600 Relationship with the News Media... 152 1-700 Processing Freedom of Information Act (FOIA) Requests... 153 1-800 Auditor Participation on Contractor and Government Process Action Teams (PATs); Integrated Product Teams (IPTs); Management Councils; and Related Streamlined Acquisition Initiatives... 154 1-900 Contingency Contracting... 155 2-000 Auditing Standards 2-100 Auditing Standards and DCAA Audits... 201 2-200 General Standards... 207 2-300 Field Work Standards... 217 2-400 Reporting Standards... 228 2-500 Field Work Standards for Operations Audits (Performance Audits)... 233 2-600 Reporting Standards for Operations Audits (Performance Audits)... 240 3-000 Audit Planning 3-100 Introduction to Contract Audit Planning... 301 3-200 Introduction to Audit Assignment Planning... 302 3-300 Briefing of Contracts and Requests for Proposals... 322 3-400 Internal Control Audit Planning Summary (ICAPS)... 333

(6) March 2015 4-000 General Audit Requirements 4-100 FAO Coordination with Procurement and Contract Administration Personnel... 401 4-200 Contractor Internal and External Auditors... 407 4-300 Conferences with the Contractor (Entrance, Interim, and Exit) on Audit Plans and Results... 411 4-400 Audit Working Papers... 422 4-500 Using Information Technology (IT) in Contract Auditing... 445 4-600 Audit Sampling and Other Analytical Procedures... 450 4-700 Responsibilities for Detection and Reporting of Suspected Irregularities... 472 4-800 Special Reporting of Unsatisfactory Conditions... 4111 4-900 Requesting Audit Guidance -- Regional Offices and Headquarters... 4116 4-1000 Relying Upon the Work of Others... 4119 5-000 Audit of Policies, Procedures, and Internal Controls Relative to Accounting and Management Systems 5-100 Obtaining an Understanding of a Contractor's Internal Controls and Assessing Control Risk... 501 5-200 Preaward Surveys of Prospective Contractor Accounting Systems and Post Award Accounting System Audits... 518 5-300 Audit of Internal Controls -- Control Environment and Overall Accounting System Controls... 521 5-400 Audit of Information Technology General System Controls... 533 5-500 Audit of Contractor Budget and Planning System Internal Controls... 555 5-600 Audit of Purchasing System Internal Controls... 568 5-700 Audit of Material Management and Accounting System Internal Controls -- Standards 1 through 10... 583 5-800 Compensation System Internal Controls... 5107 5-900 Audit of Labor System Internal Controls... 5136 5-1000 Audit of Indirect and Other Direct Cost System Internal Controls... 5145 5-1100 Audit of Billing System Internal Controls... 5157 5-1200 Audit of Estimating System Internal Controls... 5170 5-1300 Participation on Joint Team Reviews... 5192 5-1400 Audit of Information Technology Systems Application Internal Controls... 5198 6-000 Incurred Costs Audit Procedures 6-100 Introduction to Incurred Cost Audit Objectives... 601 6-200 Special Considerations in Audit of Selected Contract Terms... 617 6-300 Audit of Incurred Material Costs and Purchased Services... 625 6-400 Audit of Incurred Labor Costs... 645 6-500 Audit of Incurred Other Direct Costs and Credits... 6104 6-600 Audit of Incurred Indirect Costs... 6109 6-700 Administrative Procedures for Establishing Indirect Costs... 6139

May 2015 (7) 6-800 Assist Audits of Incurred Costs... 6164 6-900 Notices of Cost Suspensions and Disapprovals under Cost- Reimbursement Contracts... 6176 6-1000 Responsibilities for Processing and Approval of Interim and Completion/Final Cost-Reimbursement Vouchers... 6187 7-000 Selected Areas of Cost 7-100 Computer Cost Allocation (Algorithm)... 701 7-200 Lease Cost... 715 7-300 Allocation of Special Facilities Operating Costs... 723 7-400 Depreciation Costs... 727 7-500 Insurance Costs... 745 7-600 Pension Costs... 759 7-700 Patent Costs and Royalty Costs... 769 7-800 Labor Settlement and Strike Period Costs... 772 7-900 Employee Training and Educational Costs... 775 7-1000 Employee Travel Costs and Relocation Costs... 777 7-1100 Dues, Membership Fees and Professional Activity Costs... 790 7-1200 Public Relations and Advertising Costs... 795 7-1300 Selling Costs... 7104 7-1400 Taxes... 7112 7-1500 Independent Research and Development and Bid and Proposal Costs (IR&D and B&P)... 7127 7-1600 Warranty Costs and/or Correction of Defect Costs... 7130 7-1700 Business Combination Costs... 7135 7-1800 Joint Ventures, Teaming Arrangements, and Special Business Units (SBUs)... 7146 7-1900 Restructuring Costs... 7159 7-2000 Reserved... 7171 7-2100 Other Areas of Cost... 7171 8-000 Cost Accounting Standards 8-100 Overview - Cost Accounting Standards Board (CASB) Rules and Regulations... 801 8-200 Audits of Disclosure Statement for Adequacy... 811 8-300 Audits of Compliance with Cost Accounting Standards Board (CASB) Rules, Regulations, and Standards, and with FAR... 819 8-400 Cost Accounting Standards... 830 8-500 Audit of Cost Impact Proposals Submitted Pursuant to the Cost Accounting Standards (CAS) Clause... 8100 9-000 Audit of Cost Estimates and Price Proposals 9-100 Administrative Procedures for Field Pricing Support... 904 9-200 Evaluating the Adequacy of Certified Cost or Pricing Data or Data Other Than Certified Cost or Pricing Data in Price Proposals... 926

(8) March 2015 9-300 General Evaluation Procedures for Cost Estimates... 937 9-400 Evaluating Direct Material Cost Estimates... 952 9-500 Evaluating Direct Labor Cost Estimates... 969 9-600 Evaluating Estimated Other Direct Costs (ODC)... 984 9-700 Evaluating Estimated Indirect Costs... 991 9-800 Economic Price Adjustments... 9102 9-900 Profit in Price Proposals... 9104 9-1000 Audit of Parametric Cost Estimates... 9108 9-1100 Reserved... 9117 9-1200 Forward Pricing Rate Agreements (FPRA)... 9117 9-1300 Should-Cost Team Reviews... 9124 10-000 Preparation and Distribution of Audit Reports 10-100 Audit Report Quality... 1001 10-200 Audit Report Format and Contents (General)... 1015 10-300 Audit Reports on Price Proposals... 1051 10-400 Audit Reports on Operations and Internal Control (System Audits)... 1077 10-500 Audit Reports on Annual Incurred Costs... 1093 10-600 Audit Reports on Postaward Audits of Certified Cost or Pricing Data... 10109 10-700 Audit Reports on Termination Settlement Proposals... 10124 10-800 Audit Reports on Cost Accounting Standards Matters... 10128 10-900 Evaluations of Final Vouchers, Other Contract Closings, and Price Redeterminations... 10155 10-1000 Reports on Application of Agreed-Upon Procedures... 10160 10-1100 Audit Reports on Price Adjustment Proposals or Claims... 10164 10-1200 Reports on Other Areas... 10172 11-000 Audit of Contractor Compliance with Contract Financial Management Requirements 11-100 Audit of Contractor Compliance with "Limitation of Cost," "Limitation of Funds," and "Limitation on Payments" Clauses... 1101 11-200 Audit of Contractor Compliance with Earned Value Management System (EVMS) Guidelines... 1106 11-300 Audit of Selected Cost Management Reports Submitted by Contractors without Earned Value Management (EVM) Reporting Requirements... 1117 11-400 Audits of Contractor Cost Data Reports (CCD) Reports... 1119 12-000 Auditing Contract Termination, Delay/Disruption, and Other Price Adjustment Proposals or Claims 12-100 Contract Termination Procedures---Overview... 1201 12-200 General Audit Guidance for Terminations of Negotiated Contracts... 1205 12-300 Auditing Terminations of Fixed-Price Contracts... 1208 12-400 Auditing Terminations of Cost-Type Contracts... 1234

May 2015 (9) 12-500 Price Adjustment and Contract Settlement Proposals or Claims - Overview... 1238 12-600 Price Adjustment Proposals or Claims - General Audit Guidance... 1244 12-700 Auditing Submissions Under the Changes Clause... 1247 12-800 Auditing Delay/Disruption Proposals or Claims... 1254 12-900 Claims for Extraordinary Relief... 1276 13-000 Audits at Educational Institutions, Nonprofit Organizations, and Federally Funded Research and Development Centers (FFRDCs) 13-100 Cognizance of Cost Negotiation and Audit at Educational Institutions and Nonprofit Organizations... 1301 13-200 Title 2, Code of Federal Regulations (CFR), Subtitle A, Chapter II, Office of Management and Budget (OMB) Circulars and Other Federal Regulations Applicable to Educational Institutions, Nonprofit Organizations, and Federally Funded Research and Development Centers (FFRDCs)... 1304 13-300 General Concepts for Audit of Costs at Educational Institutions... 1310 13-400 Audit of Direct Costs at Educational Institutions... 1316 13-500 Audit of Indirect Costs at Educational Institutions... 1319 13-600 Establishing Indirect Cost Rates at Educational Institutions... 1332 13-700 OMB Circular A-133 Audits and Reports... 1335 13-800 Title 2 CFR Part 230 "Cost Principles for Nonprofit Organizations," and Related Areas for Audit Consideration... 1364 13-900 Audits of Federally Funded Research and Development Centers (FFRDCs)... 1369 14-000 Other Contract Audit Assignments 14-100 Postaward Audits of Contractor Certified Cost or Pricing Data... 1401 14-200 Audit of Progress Payments... 1439 14-300 Assessing a Contractor Financial Capability... 1451 14-400 Contract Audits of Government Property Including Government Furnished Property (GFP)... 1477 14-500 Operations Audits... 1488 14-600 Audit of Contractor Capital Investment Projects... 1495 14-700 Audit of Production Scheduling and Control... 14100 14-800 Advanced Cost Management Systems (ACMS)... 14104 14-900 Other Special Purpose Audits... 14109 14-1000 Application of Agreed-Upon Procedures... 14131 15-000 Other DCAA Functions 15-100 Special Procedures for Non-DoD Agencies... 1501 15-200 Contract Audit Coordinator (CAC) Program... 1530 15-300 Financial Liaison Advisory Services... 1541 15-400 Auditor Support of a Negotiation Conference... 1550 15-500 Procedures for Actual or Potential Contract Disputes Cases... 1555

(10) March 2015 15-600 Contract Audit Follow-up... 1562 A-000 Contract Cost Principles and Procedures A-100 RESERVED... A1 A-200 RESERVED... A1 A-300 Federal Acquisition Regulation (FAR) --- Part 31 --- Contract Cost Principles and Procedures... A1 A-400 Defense Federal Acquisition Regulation Supplement (DFARS) Part 231 - Contract Cost Principles and Procedures... A65 B-000 --- Reserved C-000 --- Reserved D-000 Technical Specialist Assistance D-100 Deciding Whether Technical Specialist Assistance is Needed... D1 D-200 Procedures for Requesting Technical Specialist Assistance... D6 D-300 Evaluation, Use, and Impact of the Results of Government Technical Specialist Assistance... D12 D-400 Cost Estimating Methods... D18 E-000 Reserved F-000 Reserved G-000 --- Reserved H-000 --- Reserved I-000 Work Sampling I-100 Work Sampling Overview... I1 I-200 Planning for Work Sampling... I4 I-300 Conducting and Analyzing Work Sampling... I10 I-400 Work Sampling Concerns... I12 Topical Index... TI1