Earned Value Management System Acceptance Working Group

1. Earned Value Management System Acceptance Working Group Buddy Everage Working Group Lead

2. Earned Value Management System Acceptance (Validation) • Background • Concept • Timeline • Outline

3. Earned Value Management Validation:Background • Historically, government has validated EVM Systems • DoD (DCMA) primary “validators” • OMB A-11 increases need for validation ability • NDIA asked to assume coordinating role

4. Earned Value Management Validation:Concept • NDIA Program Management Systems Committee Working Group established • Prepare and publish a “Systems Acceptance Guide” • Establish a commercial, standard process • Acceptable to government and industry • Applicable to government and industry

5. Earned Value Management Validation:Charter • Based on a perceived need and desire by both industry and government to establish a formal standardized EVM system acceptance process, the NDIA Program Management Systems Committee (PMCS) established a working group to determine if the need exists and, if it does, develop a formal system acceptance process that will meet the needs of industry, their suppliers, and Federal government agencies.

6. Earned Value Management Validation:Goals and Objectives • Develop a methodology for System Acceptance that will: • Complement and/or replace the existing DCMA methodology • Meet the system acceptance or certification requirements of all stakeholders (government agencies, DCMA, industry) • Provide a standard methodology regardless of the organization conducting the acceptance review (i.e., government agency, 3rd party, or self-evaluation)

7. Earned Value Management Validation:Timeline • Working Group formed August 2004 • Coordination meeting at IPMC, Nov. 2004 • White Paper written December 2004 • Working Group meeting Feb 2005 • Telecon March 2005 – established outline • Workshop – CPM 2005 • Publish Guide – Nov. 2005 (Goal)

8. Earned Value Management Validation:Team Members • Membership • Buddy Everage (Lead) CSC • Joe Houser KM Systems Group • Tony Finefield CSC (Finefield Consulting) • Bill Altman Battelle • Joe Kusick Raytheon • Floyd Reese Raytheon • Bill Norris NRO • Dave Muzio OMB • Ivan Bembers NGA • Gary Humphreys Humphreys & Associates • Rich Zell DCMA • Peter Wynne Lockheed Martin

9. 1 1 INTRODUCTION 1.1 SYSTEM ACCEPTANCE OVER VIEW 1.2 PURPOSE OF THE GUIDE 1.3 DEFINITIONS 2 STEPS IN SYSTEM ACCEPTANCE PROCESS 2.1 SYSTEM DESIGN AND IMPLEMENTATION 2.2 SELF - EVALUATION REVIEW 2.3 COMPLIANCE ASSESSMENT 2.4 COMPLIANCE ACCEPTANCE 2.5 SYSTEM ACCEPTANCE 3 SYSTEM DESIGN AND IMPLEMENTATION 3.1 POLICY PREPARATION AND APPROVAL 3.2 SYSTEM DESCRIPTION AND PROCEDURES V. 32 GUIDELINES 3.3 PROGRAM SELECTION FOR IMPLEMENTATION AND REVIEW 3.4 EVM AND SYSTEM TRAINING Earned Value Management Validation:System Acceptance Guide Outline

10. 4 SELF - EVALUATION REVIEW 4.1 TEAM MEMBERSHIP SELECTION AND TRAINING 4.2 PROGR ESS ASSISTANCE VISIT (PAV) 4.3 PROGRESS ASSESSMENT REVIEW (PAR) 4.4 SELF-EVALUATION REVIEW (SER) 4.5 SER REPORT PREPARATION 5 COMPLIANCE ASSESSMENT 5.1 REVIEW SELF-EVALUATION REVIEW REPORT 5.2 COMPARE DOCUMENTATION TO GUIDELINES AND INTENT GUIDE 5.3 DOCUMENT A REAS OF CONCERN 5.4 RECEIVE AND EVA LUATE CONTRACTOR RESPONSES TO AOCS 5.5 ISSUE FINAL COMPLIANCE ASSESSMENT REPORT 6 COMPLIANCE ACCEPTANCE 6.1 REVIEW 3RD PARTY COMPLIANCE ASSESSMENT REPORT 6.2 PREPARE COMPLIANCE ACCEPTANCE DOCUMENTATION 7 SYSTEM ACCEPTANCE 7.1 COORDINATE WITH CUSTOMERS 7.2 ISSUE ACCEPTANCE ADVISORY Earned Value Management Validation:System Acceptance Guide Outline