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Acquisition Policy Changes: Systems Engineering Focus Defense Acquisition Management System, DoD Instruction 5000.02 May 6, 2009. Chemical Biological Defense Acquisition Initiatives Forum (CBDAIF). Dave Ferris Chief Systems Engineer

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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

systems engineering se focus
Systems Engineering (SE) Focus
  • Agenda
    • What is SE
    • DoDI 5000.02 Revisions wrt SE
    • SE Emphasis
    • SE Technical Reviews
    • Conclusion
what is systems engineering
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
defense acquisition management system 2008
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
defense acquisition management system 20081
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

preliminary design review
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
engineering manufacturing development two major efforts
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.

systems engineering renewed emphasis
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
systems engineering cont d
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)
systems engineering technical reviews
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)
near term actions
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