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Office of Performance Assessments and Root Cause Analyses (PARCA) 1APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
DoD EVM EVM Requirements, Application, Reporting, & Execution
Mr. John McGregorPARCA Director for EVM
David Nelson – Karen Kostelnik
DAU Acquisition Training Symposium – 04-04-17
Office of Performance Assessments and Root Cause Analyses (PARCA) 2APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
A Few Words
Office of Performance Assessments and Root Cause Analyses (PARCA) 3APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
Agenda
PARCA
DOD EVM Requirements
EVM Application
EVM Execution and Reporting
Q&A
Office of Performance Assessments and Root Cause Analyses (PARCA) 4APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017Office of Performance Assessments and Root Cause Analyses (PARCA)
OSD AT&L PARCA DAU Acquisition Training Symposium – 04-04-17
Office of Performance Assessments and Root Cause Analyses (PARCA) 5APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
PARCA
PARCA was brought into existence via the reforms in the Weapon Systems Acquisition Reform Act (WSARA) of 2009
Director, Performance Assessments and Root Cause Analyses (PARCA)
Mr. Gary R. Bliss
Mr. John McGregor
Deputy Director for Earned Value Management
Mr. Dave Cadman
Deputy Director for Root Cause Analyses
Dr. Peter Eggan
Deputy Director for Performance Assessments
Dr. Philip Anton
Deputy Director for Acquisition Policy
Analysis Center
Office of Performance Assessments and Root Cause Analyses (PARCA) 6APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
PARCA EVM Division Authorities
Office of Performance Assessments and Root Cause Analyses (PARCA) 7APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
Policy not Done in a Vacuum
Office of Performance Assessments and Root Cause Analyses (PARCA) 8APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017Office of Performance Assessments and Root Cause Analyses (PARCA)
EVM Requirements DAU Acquisition Training Symposium – 04-04-17
Office of Performance Assessments and Root Cause Analyses (PARCA) 9APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
Federal Policy
Office of Management and Budget (OMB)Establishes policy for planning, budgeting, acquisition and management of Federal for information technology (IT) and other capital investments
Federal Acquisition Regulation (FAR)Primary regulation for use by all Federal Executive agencies in their acquisition of supplies and services with appropriated funds
Office of Performance Assessments and Root Cause Analyses (PARCA) 10APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
DoD Policy
Defense Federal Acquisition Regulation Supplement (DFARS)Supplement to the FAR; providing DoD-specific acquisition regulations (note: Services have additional supplemental guidance)
DODI 5000.02DoD instruction written to PM’s for policy regarding the management of acquisitions
Office of Performance Assessments and Root Cause Analyses (PARCA) 11APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
DFARS
Earned Value Management System (EVMS): DFARS 234.201
Cost or Incentive Contracts, $20M or more, EVMS mustcomply with EIA-748 guidelines (no system validation)
Cost or Incentive Contracts, $100M or more, EVMS must be determined by Cognizant Federal Agency to comply with the EIA-748 guidelines
…pending update that reflects polices in new DoDI5000.02; delay due to moratorium on rulemaking
Office of Performance Assessments and Root Cause Analyses (PARCA) 12APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
EVM System (EVMS) Notional View
EVM SYSTEM (i.e., system of systems)
EVM Engine
Accounting System
Purchasing System
MRP / IMS
• OUT: Internal
Reporting
Customer Reporting
Compliance Reporting
• IN: Customer Requirements
Contracting
EVMS Description Doc
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DoDI 5000.02
Earned Value Management Requirements
Table 8: EVM Application Requirements (reflects $100M EVMS threshold)
Table 9: EVM Reporting (maintains $50M reporting tailoring threshold)
Apparently it’s new…
Office of Performance Assessments and Root Cause Analyses (PARCA) 14APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
5000.02 EVM Language
Notable Items
“For ACAT I contracts…IPMR data will be delivered to the EVM Central Repository”
“The initiation of an over-target baseline or over-target schedulemust be approved by the Government program manager”
“For indefinite delivery, indefinite quantity (IDIQ) contracts
• Inclusion of EVM requirements is based on the estimated ceiling of the total IDIQ contract
• It is then applied to the individual task/delivery orders, or group(s) of related task/delivery orders, that meet or are expected to meet the conditions of contract type, value, duration, and work scope”
Office of Performance Assessments and Root Cause Analyses (PARCA) 15APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
Other Policy Initiatives
– Document out for Govt and Industry review; meeting with Industry to review comments April 25th; EVMSIG team meetings in May
– Navy initial draft document completed; purpose of document is to house DoD EVM guidance and interpretation in a singular place
– Corporate industry role for EVM Central Repository users now implemented
– Memo signed out by DoD allowing for the ability to share EVM system compliance information across Federal Agencies
Office of Performance Assessments and Root Cause Analyses (PARCA) 16APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017Office of Performance Assessments and Root Cause Analyses (PARCA)
EVM Application DAU Acquisition Training Symposium – 04-04-17
Office of Performance Assessments and Root Cause Analyses (PARCA) 17APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
DoDI 5000.02 EVM Applicability Determination
PARCA & Services
ACAT ID & IAMDAE/MDA
ServicesOther ACATs
SAE/CAE
Workscope (SOW)Contract TypeContract ValueDuration
If EVM does not apply then no deviation/waiver required; EVM not on contract
If EVM applies then EVM is placed on contract; PMO has option to seek waiver
No
Yes
Office of Performance Assessments and Root Cause Analyses (PARCA) 18APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
WBS & MIL-STD-881C
From the DoD EVM System Interpretation Guide: The WBS is a product-oriented, hierarchical breakdown of
the program requirements
The WBS includes all program elements (e.g., hardware, software, services, data, or facilities) and is decomposed to lower levels for planning, budgeting, scheduling, cost accounting, work authorization, measuring progress, and management control purposes
Office of Performance Assessments and Root Cause Analyses (PARCA) 19APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
MIL-STD-881C Update
Appendices being updated: Aircraft Systems Electronic Systems Missile Systems Ordnance Systems Space Systems Surface Vehicle Systems Unmanned Aircraft Systems AIS Systems Common WBS Elements
No change Sea Systems Unmanned Maritime Systems Launch Systems
Office of Performance Assessments and Root Cause Analyses (PARCA) 20APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
Pilot on EVM / CSDR Co-plans - ProcessTimeline
RFP Release
Post Award Meeting
180 Days Before RFP
90 Days Before RFP
60 - 45 Days Before RFP
Contract Award
Implementation
Initial requirements in Acq Strat and identified for RFP; setup program in CADE modules
Develop co-plan, submit and review of co-plan, initial CWIPT meeting
Co-plan update, Service review, PARCA/CAPE director review, plan finalization
Signed co-plan included in RFP
Negotiate final plan information and EVM requirements (SOW and CDRLs)
Hold Post-Award Conference and addressee questions including WBS elements
Plan reporting and maintenance
Office of Performance Assessments and Root Cause Analyses (PARCA) 21APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017Office of Performance Assessments and Root Cause Analyses (PARCA)
EVM Reporting & Execution DAU Acquisition Training Symposium – 04-04-17
Office of Performance Assessments and Root Cause Analyses (PARCA) 22APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
EVM Central Repository (EVM-CR):
secure housing of authoritative ACAT I
level EVM data in DoD
Contract Funds Status Report (CFSR): to obtain funding and
O&E data
Integrated Program Management Report
(IPMR): cost and schedule performance data
EVM Reporting Requirements
Office of Performance Assessments and Root Cause Analyses (PARCA) 23APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
EVM-CR Requirement
ACAT 1A (MAIS), 1C &1D (MDAP) Programs with EVM reporting requirements on contract are required to submit to the PARCA EVM-Central Repository Standard Reporting Requirement:
• Cost and Schedule data expected monthly (IPMR)• Contract Funds Status Report (CFSR) expected quarterly
Office of Performance Assessments and Root Cause Analyses (PARCA) 24APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
IPMR Future – Data, not Formats
Reduce duplication of data in the IPMR Formats
Update data transfer mechanism (i.e., XML to JSON)
Improve traceability between cost and schedule data
Office of Performance Assessments and Root Cause Analyses (PARCA) 25APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
Other Initiatives
– PARCA working on update to guide to cover IBR and further explain relationship of metrics
– PARCA reviewing comments from Industry and Government
Office of Performance Assessments and Root Cause Analyses (PARCA) 26APPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 17-S-1240 March 21, 2017
PARCA EVM Website:http://www.acq.osd.mil/evm/
PARCA EVM Email:[email protected]
PARCA Acquisition Exchange Program (AEP) provides a unique career-
development experience for high-caliber Government civilians or military
personnel interested in acquisition and/or EVM
http://www.acq.osd.mil/evm/aep.program.html
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