DoD EVM Policy, Application, And Reporting
Huntsville EVM TrainingHSV FEB 2020DoD EVM Policy, Application, and ReportingFebruary 18, 2020Mr. John McGregorDeputy Director for EVMAcquisition Analytics and PolicyOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20201
HSV FEB 2020 Topics to be Discussed Introduction to AAP Organization Competency Model Structure of Regulations EVM Applicability Policy/Guides – AAP IPM Applicability EVM-Central Repository Basics/Workflow EVM-CR Data Extraction and Manipulation IPMDAR Charts and AnalyticsOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20202
HSV FEB 2020 Organization OUSD A&S Acquisition Enablers AAP AAP EVMOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20203
HSV FEB 2020Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20204
HSV FEB 2020Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20205
HSV FEB 2020Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20206
HSV FEB 2020Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20207
HSV FEB 2020 Strategic partnerships across the EVM Value StreamOurMissionHas NotChanged!Working across DoD Services/Agencies, Federal Agencies,and Industry to facilitate the effectiveness of EVM for jointsituational awareness and program decision makingOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20208
HSV FEB 2020 Competency Model Partnership with DAU Course mapping At a stand still Potential for reduced career fieldsOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 20209
HSV FEB 2020 AAP EVM is the functional lead for the EVMacquisition workforce Oversee competency needs of the EVM acquisition workforce anddevelopment requirements, and provide strategic approach to meethuman capital needs Develop and maintain EVM competency model Review and certify DAU curriculum for EVM courses and continuouslearning modules Support course development for EVM and other functional area coursesCurrent Initiatives: Competency Model Development; EVM Position CodingOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202010
HSV FEB 2020 What is a Competency and why use it? An observable, measurable pattern of knowledge, skills, abilities,behaviors, and other characteristics needed to perform work roles oroccupational functions successfully(Adapted from DoD Instruction 1400.25) Strategic workforce planning using a competency-based strategy toattract, assign, develop, and retain the best civilian workforceGap AssessmentTraining and DevelopmentCareer RoadmapsRecruitment and SelectionOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202011
HSV FEB 2020 DOD Competency Management ProcessPHASE I:COMPETENCY DEVELOPMENTPHASE II:COMPETENCY ASSESSMENT ANDVALIDATIONReview DataValidate Modeland AssessCompetencyGaps (in DCAT)Conduct SMEPost DCATPanel ReportFindings andPrepare forModel RefreshConduct SMEDevelopmentalPanels 1-4 DODComponentCompetencies LiteratureReviewDraft list ofcompetencies;Pre-panelactivitiesPrioritize list ofcompetencies;Draft SMEvalidated modelCompetencyvalidation and gapassessmentPHASE III:IMPLEMENTATIONCompetencyreports for DODuse; proposedmodel revisionsSME involvement in the processOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202012
HSV FEB 2020 Questions?Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202013
HSV FEB 2020 Structure of Regulations OMB FAR DFAR 5000.02 Table 8/9 ChangesOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202014
HSV FEB 2020EVM’s primaryvalue is its abilityto provideintegrated, timelyperformancestatus for jointsituationalawareness, trendanalysis, anddecision makingOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202015
HSV FEB 2020Office of Management and Budget (OMB)Establishes policy for planning, budgeting,acquisition and management of Federalfunding for information technology (IT) andother capital investmentsFederal Acquisition Regulation (FAR)Primary regulation for use by all FederalExecutive agencies in their acquisition ofsupplies and services with appropriated fundsOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202016
HSV FEB 2020Defense Federal Acquisition RegulationSupplement (DFARS)Supplement to the FAR; providing DoD-specificacquisition regulations (note: Services haveadditional supplemental guidance)DODI 5000.02DoD instruction written for PM’s regarding themanagement of acquisitionsOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202017
HSV FEB 2020Contract Value Applicability 20M 20M & 100M 100MNotesSourceEVM not required; may be applied atRequires business case analysis and MDAPM discretion based on risk to theapprovalGovernmentEVM Required; contractor is required toThe Government reserves the right to review ahave an EVM system (EVMS) thatcontractor’s EVMS when deemed necessary tocomplies with the guidelines in EIAverify compliance748*Part 7 of OMB CircularA-11 (Reference (c));DFARS 234.201(Reference (al)); ThisinstructionThe Contractor will provide access to all pertinentrecords and data requested by the ContractingEVM Required; contractor is required toOfficer or duly authorized representative ashave an EVMS that has beennecessary to permit initial and ongoingdetermined to be in compliance with theGovernment compliance reviews to ensure thatguidelines in EIA-748*the EVMS complies, and continues to comply, withthe guidelines in EIA-748*.Additional InformationFor ACAT ID and IAM programs, OSD USD(AT&L) Performance Assessments and Root Cause Analyses (PARCA), in coordination with the CAE or designee, willreview proposed contract work scope for EVM applicability and provide a recommendation to the DAE/MDA for a determination of EVM applicability. For all otherACAT levels, the CAE, or designee, will review and determine EVM applicability. If EVM is determined to apply, then threshold application in this table is utilized or awaiver from the CAE is required. If, based on the nature of the work, EVM is determined not to apply, then EVM is not placed on contract.Applying EVM outside the thresholds and criteria above, to include application on firm, fixed-price (FFP) contracts, FFP task orders, or FFP delivery orders, a costbenefit analysis will be conducted, MDA approval is required, and the results provided to the contracting officer for documentation in the contract file.The term "contracts” includes contracts, subcontracts, intra-government work agreements, and other agreements.For indefinite delivery, indefinite quantity (IDIQ) contracts, inclusion of EVM requirements is based on the estimated ceiling of the total IDIQ contract, and then isapplied 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. The EVM requirements should be placed on the base IDIQ contract and applied to the task/delivery orders, or group(s) of relatedtask/delivery orders. “Related” refers to dependent efforts that can be measured and scheduled across task/delivery orders.The Integrated Baseline Review is required when EVM is determined to be applicable.The initiation of an over-target baseline or over-target schedule must be approved by the Government program manager.Application thresholds are in then-year dollars.* EIA-748 Electronic Industries Alliance (EIA) 748-C (Reference (au))DoDI 5000.02 Incorporating Change 3, August 10, 2017Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202018
HSV FEB 2020Contract Value ApplicabilityNotes 20MEVMS not required; may be appliedRequires business case analysis and MDAat PM discretion based on risk to theapproval.Government. 20M & 100MRequired to have an EVM system(EVMS) that complies with theguidelines in EIA-748.* 100MSourceThe Government reserves the right toPart 7 of Office of Management andreview a contractor’s EVMS when deemedBudget Circular A-11necessary to verify compliance.FAR 52.234-4 FAR subpart, 34.2DFARS 234.201The Contractor will provide access to allDoDI 5000.xxc, Para. 3C.3.c.(3)pertinent records and data requested byEVMS Required; contractor isthe Contracting Officer or duly authorizedrequired to have an EVMS that hasrepresentative as necessary to permitbeen determined to be ininitial and ongoing Government compliancecompliance with the guidelines inreviews to ensure that the EVMS complies,EIA-748.*and continues to comply, with theguidelines in EIA-748.*Additional InformationFor programs or contracts associated with programs where the USD(A&S) is the MDA, OSD USD(A&S Acquisition Analytics and Policy (AAP), in coordination withthe CAE or designee, will review proposed contract work scope for EVM applicability and provide a recommendation to the DAE/MDA for a determination of EVMapplicability. For all other ACAT levels, the CAE, or designee, will review and determine EVM applicability. If EVM is determined to apply, then threshold applicationin this table is utilized or a waiver from the CAE is required. If, based on the nature of the work, EVM is determined not to apply, then EVM is not placed on contract.The term "contracts” includes contracts, subcontracts, intra-government work agreements, and other agreements.For indefinite delivery, indefinite quantity (IDIQ) contracts, inclusion of EVM requirements is based on the estimated ceiling of the total IDIQ contract, and then isapplied 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. The EVM requirements should be placed on the base IDIQ contract and applied to the task/delivery orders, or group(s) of relatedtask/delivery orders. “Related” refers to dependent efforts that can be measured and scheduled across task/delivery orders.The Integrated Baseline Review is required when EVM is determined to be applicable.The initiation of an over-target baseline or over-target schedule must be approved by the Government program manager.Application thresholds are in then-year dollars.* EIA-748 Electronic Industries Alliance (EIA) 748-Current VersionDoDI 5000.02, January 23, 2020 (Table 8 will be hosted on DAU)Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202019
HSV FEB 2020Contract ValueApplicability 20MNot requiredRequired monthly when 20M & 50M EVM requirement is oncontract 50MRequired monthly whenEVM requirement is oncontractNotesSourceIPMR Should be used if cost and/orIPMR DID DI-MGMTschedule reporting is requested by81861A*the PMOFormats 2, 3, and 4 may be excludedfrom the contract data requirementslist (CDRL) at program managerdiscretion based on riskAll Formats must be included in theCDRLAdditional InformationFor ACAT I contracts, task orders, and delivery orders, IPMR data will be delivered to the EVM Central Repository.The IPMR can be tailored to collect cost and/or schedule data for any contract regardless of whether EVM is required. Forinformation on tailoring the IPMR, refer to the DoD IPMR Implementation Guide (Reference (cj)).Formats and reporting requirements for the IPMR are determined and managed by USD(AT&L) through the office ofPARCA.Reporting thresholds are in then-year dollars.DI-MGMT-81861A Data Item Management-81861 (Reference (av))DoDI 5000.02 Incorporating Change 3, August 10, 2017Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202020
HSV FEB 2020Contract ValueApplicability 20MNot requiredRequired monthly when 20M & 100M EVM requirement is oncontract 100MRequired monthly whenEVM requirement is oncontractNotesIPMDAR Should be used if costand/or schedule reporting isrequested by the PMOIPMDAR is required. All threecomponents of the IPMDAR Contract Performance dataset,Schedule, and Performance NativeReport - can be tailorable based onpre-determined programmatic risk.SourceIPMDAR DID DIMGMT-81861B*IPMDAR is required.Additional InformationFor all ACAT contracts, task orders, and delivery orders, IPMDAR data will be delivered to the EVM Central Repository.The IPMDAR can be tailored to collect cost and/or schedule data for any contract regardless of whether EVM is required.For information on tailoring the IPMDAR, refer to the DoD IPMDAR Implementation Guide (Reference (cj)).Formats and reporting requirements for the IPMDAR are determined and managed by USD(A&S) through the office of AAP.Reporting thresholds are in then-year dollars.DI-MGMT-81861B Data Item Management-81861 (Reference (av))DoDI 5000.02, January 23, 2020 (Table 9 will be hosted on DAU)Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202021
RegulationsPolicyGovernment agrees only tosection 2 (Guidelines Intent)EIA-748-DGuidelinesIndustry agrees to allsections of theTitle 10Title 48 CFROMB A-11 Part 7 & CPGGAO Cost Guide(OMB A-11 Part 7 is updated annually)(N/A for DoD)FAR Part 34GAO IMS Guide(N/A for DoD)FAR 52.234-2 FAR 52.242-2FAR 52.234-4 (production only)DFAR 234.201DFAR 234.203DFAR 252.234-7001DFAR 252.234-7002DFAR 252.242-7005DoD 5000 seriesIMP / IMS Guide(undergoing updates)OTB / OTS GuideDoD Memo2015-O0017 EVMThreshold DeviationIPMR DID GuideEVMSIG EVMIGAAP EVM websiteDFAR 242.1107-70(production only)IPMR DIDAgile and EVM Guide(ChapterDefense Acquisition Guide11.3.1 EVM)ProcessesIPMR CDRLToolkitsNDIA IPMEVMSIntentGuidePM’s Guideto IBRProcessNDIAIPMSurveillanceGuide
HSV FEB 2020 Questions?Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202023
HSV FEB 2020 EVM Applicability Delegation Memos 5000.02 EVM Applicability Contract type/value/scope ConversationsOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202024
HSV FEB 2020 DelegationMemo PARCA delegatedauthority forEVM applicabilityreviews for ACATID and IAMOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202025
HSV FEB 2020Step 1. Contract Criteria Review Contract is Cost Plus or IncentiveIf any No Contract 20M (including knownoptions) Contract has at least 18 monthsperiod of performanceIf all YesStep 2 (Optional). Work Attributes Review Does EVM apply based on review ofSOW, PWS, WBS, & CDRLs (i.e., workNoEVM Not Applicable*EVM placed on contract;option to haveapplicabilitydetermination based onnature of work (Step 2)EVM does not apply* EVMnot on contract; nodeviation/waiver requireddiscretely measurable & schedulable) AAP & Services - ACAT ID & IAM forDAE/MDA decision–delegated to AAP/EVM Services - other ACATs for SAE/CAEdecisionYesEVM does apply EVM isplaced on contract; PMOhas option to seekwaiver/deviation* The PM has the option to make a business case to apply EVM outside the thresholds and application decisionOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202026
HSV FEB 2020 Have the Conversation What are we buying? How are we buying? How do we manage? Regardless of acquisition approach Traditional Acquisitions Middle Tier Acquisitions Other Transaction Authorities Agile Development MethodsOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202027
HSV FEB 2020Different Perspectives .EVM*: A programmanagementtechnique formeasuring programperformance andprogress in anobjective mannerPeople,Processes,ToolsPower PointChartsDataAnalysisCompliance a system of systemsEVMS*: An integratedmanagement systemthat integrates thework scope, schedule,and cost parameters ofa program in a mannerthat provides objectiveperformancemeasurement data*Definitions from the DoD Earned Value Management System Interpretation GuideOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202028
HSV FEB 2020 Questions?Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202029
HSV FEB 2020 Game Time JeopardyOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202030
HSV FEB 2020 AAP EVM Policy/Guides EVMSIG EVMIG MIL-STD-881 DoD Agile and EVM Guide IPMDAROffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202031
HSV FEB 2020 DoD EVMSIG is used as the basis for the DoD to assesscompliance to the 32 EVMS Guidelines Involved Government andIndustry stakeholders acrossEVM and compliancecommunities Changes Clearinghouse request GL 6 graphic MRP/ERP Formula and glossary itemfor material cost variance Published February 2018https://www.acq.osd.mil/evm/assets/docs/DoD EVMSIG 14MAR2019.pdfOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202032
HSV FEB 2020 DoD EVMIG provides guidance for the application andexecution of EVM in the Department Involved Government andIndustry stakeholders acrossEVM community Provides a description ofEVMS concepts, as well asguidance for implementingEVM in the DoD Published January EVMIG-01-18-2019.pdfOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202033
HSV FEB 2020 Part 1 describes EVMConcepts and Guidelines Part 2 provides guidancefor Government use ofEVMThe appendices contain additional reference materialOffice of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202034
HSV FEB 2020 MIL-STD-881 presents direction for effectivelypreparing, understanding, and presenting a WorkBreakdown Structure Involved Government andIndustry stakeholders acrossEVM and cost communities Changes Added new appendices (StrategicMissiles Systems, Sustainment) Combined appendices(Manned/Unmanned Aircraft,Missile/Ordnance) Additional Standard Breakout forCommon Elements Published April 2018 (currently being spx?ident number 36026Office of Acquisition Analytics and PolicyAPPROVED FOR PUBLIC RELEASE DISTRIBUTIONUNLIMITED: 20-S-0814 FEB 14, 202035
HSV FEB 2020 A resource for DoD personnel who encounterprograms on which Agile philosophies and EarnedValue Management are applied1. Agile and EVMS System Compliance (March 2016)2. Integrated Baseline Review (April 2018)3. Reports, Metrics, and Analysis (April 2018) Appendix: Agile and EVM Scenario (April 2018)“EVM is not tied to any specific development methodology and does not prevent the use of otherrisk management techniques such as agile development. EVM and agile development arecomplementary an
APPROVED FOR PUBLIC RELEASE DISTRIBUTION 1 Office of Acquisition Analytics and Policy UNLIMITED: 20 -S-0814 FEB 14, 2020 HSV FEB 2020 DoD EVM Policy, Application, and Reporting February 18, 2020 Mr. John McGregor Deputy Director for EVM Acquisition Analytics and Policy Huntsville EVM Training.
bq25504 EVM –Ultra Low Power Boost Converter with Battery Management for Energy Harvester Applications This user’s guide describes the bq25504 evaluation module (EVM), how to perform a stand-alone evaluation and allows the EVM to interface with the system and host. This EVM is programmed from the factory for settings compatible with most MCU’s and 3V coin cell batteries. The EVM is .
The US DoD has two PKI: DoD PKI is their internal PKI; DoD ECA PKI is the PKI for people outside of the DoD [External Certification Authority] who need to communicate with the DoD [i.e. you]. Fortunately, the DoD has created a tool for Microsoft to Trust the DoD PKI and ECA PKI; the DoD PKE InstallRoot tool.File Size: 1MBPage Count: 10
The DoD PKI consists of the US DoD issuing certificates internally to US DoD end entities (like DoD employees and DoD web sites). The ECA PKI consists of vendors that are authorized by the US DoD to issue certificates to end entities outside of the US DoD that need to communicate with the DoD. You probably need to trust both the DoD PKI and ECA .
DCMA Data Driven Metrics & Contract Lifecycle Page 5 Besides Compliance - Why do EVM? EVM is a proven Project Management methodology which is accepted by the Project Management Institute (PMI), GAO, OMB, and DoD EVM re-enforces project management best practices such as planning and scheduling
earned value management (EVM). EVM is a project management tool developed by the Department of Defense in the 1960s to help project managers monitor risks. EVM measures the value of work accomplished in a given period and compares it with the planned value of work
November 2016 1 Stand-off Head Design for DLP NIRscanTM Nano EVM . Introduction . The DLP NIRscan Nano Evaluation Module (EVM) employs a diffuse reflectance design that requires the sample to be placed in direct contact with the sapphire window. This design was chosen to ensure proper illumination of a sample by the built-in lamps.
version of Outlook: 1. Open Microsoft Outlook, and select the "Home" tab. What is the DoD ID Number? The DoD ID Number is a unique number assigned to all U.S Department of Defense (DoD) Civilian, U.S. Military, and DoD Contract personnel with a Common Access Card (CAC). For these personnel, their DoD ID number is synonymous with their
This textbook is designed for use on ten- or twelve-week introductory courses on English phonology of the sort taught in the first year of many English Language and Linguistics degrees, in British and American universities. Students on such courses can struggle with phonetics and phonology; it is sometimes difficult to see past the new .
