NDIA Earned Value Management Application Guide

1. NDIA Earned Value Management Application Guide Status Report May 3, 2005

2. Objectives Prepare a Guide for Federal Agencies and Industry on the application of EVMS. A standard set of guidelines for ANSI compliance, surveillance reviews, and IBRs. Address “how used” for the NDIA PMS Committee documents (e.g. ANSI/EIA 748, Intent Guide and Surveillance Guide). Provide a process for both government and industry so a review documenting ANSI Guideline compliance could be accepted without another review. Limit the page count to a range of 15 to 20 pages excluding appendices Appendices provide an executive summary of existing and relevant NDIA EVM documents; not a reprint

3. Outline • Introduction – Dave Muzio (1 page) • Written to inform Federal Agencies • Acquisition Life Cycle and Earned Value Management (3) • Acquisition Life Cycle (picture) • EVM Application (picture) • Contracting (6) • Contract Administration (5) • Appendices - Executive Summaries (3) • Program Managers Guide to IBR Process • ANSI/EIA 748 and Intent Guide • Surveillance Guide

4. Typical Acquisition Life Cycle EVM Application Guide PRODUCTION COST DEVELOPMENT COST OPERATING AND SUPPORT COST Pre-Systems Acquisition Demonstration Concept Refinement/ Technology Identification Operation and Sustainment Systems Acquisition

5. EVM Application – Principles* Plan all work scope and assign responsibility Integrate work scope, schedule, and cost objectives Objectively assess work performed Analyze significant variances & Estimates at Completion Actual Costs incurred in work performed Use EVMS information in the Management Processes *ANSI/EIA 748 Authorization to Proceed (ATP)

6. Acquisition Life Cycle and Earned Value Management (3 pages) • OMB Business Case EVM objectives • When should EVM be applied in the Acquisition Life Cycle? • What is Earned Value Management? • Does Earned Value Management apply to Government in house activity?

7. Contracting (6 pages) • Project Management Requirements • Contract Types, Subcontracts and Small contracts • Earned Value Management integration into Project Management • Performance Measurement Baseline (PMB) • Integrated Baseline Reviews (IBRs) • Measuring Project accomplishments and performance • Risk Management Planning • Use of incentives and payments • Reporting project status • Determining EVM conformance with ANSI/EIA 748

8. Contract Administration (5 pages) • Performance Measurement Baseline Assessment • Management Analysis • Risk Mitigation • Change Management • Surveillance

9. Drafting inputs • Introduction (1) – Dave Muzio and Dave Treacy • Acquisition Life Cycle and Earned Value Management (3) • Contributors ? • Contracting (6) • Contributors ? • Contract Administration (5) • Contributors ? • Appendices - Executive Summaries (3) – Wayne Abba and Walt Berkey

10. Path Forward • Objectives and scope – complete • Inputs drafted by contributors – June 15 • Email drafts to Wayne Abba & Walt Berkey • Compile inputs into draft – July 30 • NDIA PM Systems Committee comments – August Mtg. • Integrate NDIA comments – September 30 • Submit to NDIA PMSC Chair – October 15 • Editor review and preparation for Publication • Publication – December 1