Chemical Biological Defense Acquisition Initiatives Forum (CBDAIF)

1. Acquisition Policy Changes:Systems Engineering FocusDefense Acquisition Management System,DoD Instruction 5000.02May 6, 2009 Chemical Biological Defense Acquisition Initiatives Forum (CBDAIF) Dave Ferris Chief Systems Engineer Joint Program Executive Office for Chemical and Biological Defense David.ferris@jpeocbd.osd.mil 703.681.0813

2. Systems Engineering (SE) Focus • Agenda • What is SE • DoDI 5000.02 Revisions wrt SE • SE Emphasis • SE Technical Reviews • Conclusion

3. What is Systems Engineering? • A Logical Sequence of Activities and Decisions Followed to Transform an Operational Need Into System Performance Parameters and a Preferred System Configuration • The Integration and Management of Engineering Specialties • Design Engineering • Specialty Engineering • Test Engineering • Logistics Engineering • Production Engineering

4. Defense Acquisition Management System 2008 Production & Deployment O&S Technology Opportunities & Resources User Needs Full Rate Prod DR MS B MS C MS A Engineering & Manufacturing Development & Demonstration Materiel Solution Analysis JCD ICD Strategic Guidance Joint Concepts CDD CPD FAA FNA FSA TechDev MDD AoA Incremental Development FCB COCOM OSD/JCS SYSTEMS ENGINEERING • Systems Engineering Is Throughout the Life-Cycle

5. Systems Engineering Related Regulatory Requirements Added/Revised For All Programs

6. Defense Acquisition Management System 2008 C A CDD CPD User Needs Technology Opportunities & Resources B IOC FOC Materiel Solution Analysis Technology Development Engineering and Manufacturing Development Production & Deployment Operations & Support ICD Materiel Development Decision FRP Decision Review Post PDR Assessment Post CDR Assessment AoA PDR PDR CDR or Pre-Systems Acquisition Systems Acquisition Sustainment Changes to Decision Points Old (2003) New (2008) Change from 2003 Concept Decision (CD) Materiel Development Decision (MDD) MDD required prior to entering the process at any point N/A Post-PDR Assessment MDA’s assessment of PM’s PDR Report (if PDR after MS B) Design Readiness Review DRR Post-CDR Assessment MDA’s assessment of PM’s CDR Report

7. Preliminary Design Review CDD CPD B C Technology Development Engineering & Manufacturing Development Post CDR Assessment Post PDR Assessment PDR PDR CDR or PDR Before Milestone B PDR After Milestone B • Planned for in Acquisition Strategy • PDR Report provided to MDA prior to Post PDR Assessment • Reflects requirements trades • At Post PDR Assessment, MDA considers PDR report; determines action(s) required to achieve APB objectives and issues ADM • Planned for in Technology Development Strategy • PDR Report provided to MDA at MS B • Includes recommended requirements trades

8. Engineering & Manufacturing Development Two Major Efforts CDD CPD B C Integrated System Design System Capability & Manufacturing Process Demonstration Post CDR Assessment Post PDR Assessment PDR PDR CDR or Old (2003) New (2008) Change from 2003 Establishment of Product Baseline for all Configuration Items System Design Integrated System Design System Demonstration System Capability & Manufacturing Process Demonstration Manufacturing processes effectively demonstrated; production-representative article(s) demonstrated in intended environment; T&E assesses improvements to mission capability and operational support based on user needs.

9. Systems Engineering: Renewed Emphasis • Systems Engineering Plan (SEP) Required at Each Milestone • MDA is Approval Authority for the SEP • PEOs Must Have Lead Systems Engineer – Oversees SE Across PEOs Portfolio; Reviews SEPs; Assesses Performance of Subordinate Systems Engineers with PEO and PM • Event-driven Technical Reviews Required – with SMEs Independent of Program, Unless Waived by MDA • Requires Configuration Management to Establish and Control Product Attributes and the Technical Baseline • Spectrum Supportability Determination Required, Where Applicable

10. Systems Engineering (Cont’d) • ESOH Risk Management Required to be Integrated with Overall SE Process • PESHE (Programmatic ESOH Evaluation) Required of all Programs Regardless of ACAT • Requires PMs to Employ Modular Open Systems Approach to Designs • Addresses PM Support of Mishap Accident Investigations • Data Management Strategy Required to Assess Long-term Technical Data Needs of the System – Included in Acquisition Strategy (ACAT I & II Programs)

11. Systems Engineering Technical Reviews C ISR SRR ASR ITR SFR PDR CDR PCA TRA TRA ProgramInitiation A B IOC FOC MaterielSolutionAnalysis Engineering and Manufacturing Development Technology Development Production & Deployment Operations & Support FRP Decision Review Materiel Development Decision Post- CDR A Post PDR A PDR TRR SVR (FCA)/ PRR or • Initial Technical Review (ITR) • Alternative Systems Review (ASR) • Systems Requirements Review (SRR) • System Functional Review (SFR) • Preliminary Design Review (PDR) • Critical Design Review (CDR) • Post-PDR Assessment (Post-PDRA) • Post-CDR Assessment (PCDRA) • Test Readiness Review (TRR) • System Verification Review (SVR) • Functional Configuration Audit (FCA) • Production Readiness Review (PDR) • Operational Test Readiness Review (OTRR) • Physical Configuration Audit (PCA) • Technology Readiness Assessment (TRA) • In-Service Review (ISR)

12. Near-Term Actions • Detailed Checklist • Define the Systems Engineering Policy Difference • Old vs. New DoD 5000 • Team of Independent Engineers/Acquisition Analysts • Apply Checklist to Every Program by June 5, 2009 • Define all DoD 5000 Systems Engineering “Compliance Gaps” • Results • Provide Results to Joint Project Managers • Position JPMs to Engage in “What Makes Sense” Discussion with JPEO • Close Compliance Gaps Where Prudent • Systems Engineering: Increased Rigor & Leadership-level Attention