Valerie Insinna
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Aug 25, 2026
How a new Pentagon memo 'resets' industry requirements, plus highlights from TechNet
0:21
0:29
0:39
1:26
1:37
1:51
2:00

Lee FerranHOST
And we're talking about a DOD memo that Val had a little scoop on last week, uh, that could give the DOD a lot more information about pricing and contracts.

Valerie InsinnaGUEST
So you nerds out in the audience probably already know this, but cost plus contracts, um, any contractor under that is supposed to give the DOD certified cost and pricing information.

Valerie InsinnaGUEST
The DOD says that it wants a lot more granularity, not just within the primes, but into supply chains, and to get it they are considering a software tool that is going to help them.

Lee FerranHOST
Yeah, and we were talking about how the, the, kind of the top of the memo, uh, kind of laid out some problems, and I believe the tool was mentioned there, but the actual action items at the end of the memo were a bit, uh, lighter touch.

Valerie InsinnaGUEST
Yeah, it's, it, s- a lot of questions I've heard from people in industry, in the investor community about what does this all mean? There was a line in there about ensuring that contractors' profit margins are fair.

Valerie InsinnaGUEST
Um, it's unclear what the DOD is gonna do to ensure that that's the case or what they might be looking at, what sort of standard they might apply and how.

Valerie InsinnaGUEST
Um, what the action items actually did kind of coalesce around was delinquent cost and pricing reports.
How a new Pentagon memo 'resets' industry requirements, plus highlights from TechNet
0:21
0:29
0:39
1:26
1:37
1:51
2:00

Lee FerrinHOST
And we're talking about a DoD memo that Val had a little scoop on last week, uh, that could give the DoD a lot more information about pricing and contracts.

Valerie InsinnaGUEST
So you nerds out in the audience probably already know this, but cost plus contracts, um, any contractor under that is supposed to give the DoD certified cost and pricing information.

Valerie InsinnaGUEST
The DoD says that it wants a lot more granularity, not just within the primes, but into supply chains, and to get it they are considering a software tool that is going to help them.

Lee FerrinHOST
Yeah, and we were talking about how the, the kind of the top of the memo, uh, kind of laid out some problems, and I believe the tool was mentioned there, but the actual action items at the end of the memo were a bit, uh, lighter touch.

Valerie InsinnaGUEST
Yeah, it's, uh, s- a lot of questions I've heard from people in industry, in the investor community about what does this all mean? There was a line in there about ensuring that contractors' profit margins are fair.

Valerie InsinnaGUEST
Um, it's unclear what the DoD is gonna do to ensure that that's the case or what they might be looking at, what sort of standard they might apply and how.

Valerie InsinnaGUEST
Um, what the action items actually did kind of coalesce around was delinquent cost and pricing reports.