Download EVM Application Guide

NDIA Earned Value Management
Application Guide
Status Report
May 3, 2005
1
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
2
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
3
Typical Acquisition Life Cycle
EVM Application Guide
DEVELOPMENT
COST
Concept
Refinement/
Technology
Identification
PRODUCTION
COST
Pre-Systems
Acquisition
Demonstration
OPERATING AND SUPPORT COST
Operation and Sustainment
Systems Acquisition
4
EVM Application – Principles*
Plan all work
scope and
assign
responsibility
Integrate
work scope,
schedule,
and cost
objectives
Actual Costs incurred
in work performed
Objectively assess
work performed
Analyze
significant
variances &
Estimates at
Completion
Use EVMS information in the Management Processes
*ANSI/EIA 748
Authorization to Proceed (ATP)
5
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?
6
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
7
Contract Administration (5 pages)
• Performance Measurement Baseline Assessment
• Management Analysis
• Risk Mitigation
• Change Management
• Surveillance
8
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
9
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
10