Integrated Program Management Report (IPMR) Data Item Description (DID) June 2012

Approved For Public Release

Office of Performance Assessments and Root Cause Analyses (PARCA) 0

http://www.acq.osd.mil/parca/

Outline PARCA Overview  PARCA EVM Organization  EVM Responsibilities

EVM Pre-Conditions  Authorities & Policy Tree  WBS Development

IPMR Overview  Information by Format

EVM Data Requirements  Tailoring  Draft IPMR CDRL

Office of Performance Assessments and Root Cause Analyses (PARCA) 1

http://www.acq.osd.mil/parca/

PARCA Divisions PARCA has four divisions 1. PARCA Performance Assessments (PA): Program assessments and DAES selection 2. Root Cause Analysis: Nunn McCurdy breach analysis 3. PARCA EVM: OSD EVM Policy holder 4. APAC: Analysis Team

Office of Performance Assessments and Root Cause Analyses (PARCA) 2

http://www.acq.osd.mil/parca/

PARCA EVM Division PARCA EVM duties 1.

EVM Policy Holder

2.

EVM Central Repository (EVM-CR) Management

3.

EVM Competency Management

4.

DoD EVM Integrated Product Team (IPT)/Stakeholders Coordination

5.

DoD EVM Interpretation and Issue Resolution Facilitation

PARCA EVM Authorities Memo was signed 10 Aug 2011 & outlined the major duties from the list above.

Office of Performance Assessments and Root Cause Analyses (PARCA) 3

http://www.acq.osd.mil/parca/

Current & Ongoing Initiatives Policy Gap Analysis EVMIG OTB/OTS Guide EVM Cost & Analysis Guide Integrated Program Management Report DID Central Repository Data Quality Dashboard EVM Data Requirements Approval EVM Competency Evaluation

Goal: To have the DoD acquisition community fully embrace EVM as program management tool.

Issue Resolution EVM Waiver Process Contract Type Guidance Office of Performance Assessments and Root Cause Analyses (PARCA) 4

http://www.acq.osd.mil/parca/

OSD EVM Roles and Responsibilities

Office of Performance Assessments and Root Cause Analyses (PARCA) 5

EVM PRE-CONDITIONS

Office of Performance Assessments and Root Cause Analyses (PARCA) 6

http://www.acq.osd.mil/parca/

EVM Authorities/Policies Policy Tree OMB

KTRs

Office of Federal  Procurement Policy 

Sys Desc

Other Gov GAO

NASA

GSA

IMS Draft 

NDIA

PMI PMBOK

ANSI 748

OMB 300*

DoD

Industry

Cost Guide DODI 5000.2

NDIA Intent

FAR

IBR Guide App. Guide

OTB Guide

DFARS

Surv. Guide

DIDs Accept Guide

IC

Agencies

AirForce

Army

Navy

Marines

AFFARS

AFARS

NFAS/NAPS

NMCARS

DCAA CAM

DAU DAG

DCMA EVMIG

SSI

* OMB Circular is shown for display purposes only; does not apply to DoD Contracts

Service / Agency Polices

Office of Performance Assessments and Root Cause Analyses (PARCA) 7

http://www.acq.osd.mil/parca/

EVM Requirements Reviews PARCA is working with CAPE on reviewing EVM requirements and WBS structures invoked in major DoD acquisitions.

Office of Performance Assessments and Root Cause Analyses (PARCA) 8

http://www.acq.osd.mil/parca/

WBS & 881C

PROGRAM WBS

CONTRACT WBS

KTR EXTENDED WBS

881C

881C

881C

Reporting level to the Government; defined by the 881C Standard requirements

WBS for the contract; contains PWBS and additional levels as contractually defined

Lower level WBS that the Contractor needs to manage and plan their work

Office of Performance Assessments and Root Cause Analyses (PARCA) 9

http://www.acq.osd.mil/parca/

WBS Development OUTPUTS

INPUTS MIL-STD-881C

• Cost Information • IMS

Monthly Reports

WBS

Status of the Program CSDR

Maturity of the Program Program Milestone Technical Planning

• • • •

• Plan Development • Reporting Configuration Architecture Design I&T

Office of Performance Assessments and Root Cause Analyses (PARCA) 10

WBS Levels MILSTD; WBS Level • Format 1 required down to only this level. • Format 5 variance analysis only based off of this level.

Below MILSTD; (C)WBS/Control Acct (CA) Level • UN/CEFACT can be required down to CA level; • WP level not required. • Aligns with higher levels in Format 1 • No Format 5 variance analysis at this level.

11 Office of Performance Assessments and Root Cause Analyses (PARCA) 11

IPMR OVERVIEW BY FORMAT

Office of Performance Assessments and Root Cause Analyses (PARCA) 12

IPMR DID Overview IPMR DID officially released 19 June 2012 The IPMR DID is effective 1 July Merger of prior IMS and CPR DIDs – Merged IMS and CPR. Old CPR is sections 3.2-3.6, IMS is section 3.7, and new Format 7 id section 3.8

Integration of schedule and cost Support electronic submission of data (DoD approved XML) – Optional language for hours, human readable, control account level, and subcontractor reports

Office of Performance Assessments and Root Cause Analyses (PARCA) 13

IPMR DID Application  The DID is applied with DFARS 252.52-7001/7002.  Generally full IPMR is applicable for incentive/award contracts greater than $20M. – Format 6 and the associated Format 5 analysis are separable and may be applicable when EVM is not required.

 Currently the CPR and IMS are referenced in 5000.02 and DAG. – Will be updated to reflect new DID.

 IMS may be separately applied – see section 2.8.2 in the IPMR DID for applicable formats and sections.

Office of Performance Assessments and Root Cause Analyses (PARCA) 14

General DID Information Major Changes: – All formats shall be submitted electronically in accordance with the DOD-approved XML schemas – Reporting Level. The reporting level is defined consistent with MILSTD-881 (current version in use at time of contract award), as applicable. – Human Readable. The Government may, in the CDRL, require Formats 1-4 in human readable format down to the reporting level as additional, separate submissions. – Default is Formats 1-6 monthly and Format 7 annually – Options for hours, subcontract reports, control account level Format 1. – Standardized reporting between Formats 1 & 2 and between 3 & 4, and all formats with Format 5.

Office of Performance Assessments and Root Cause Analyses (PARCA) 15

Format 1 Major Changes: – Format form is unchanged – WBS reporting level tied to 881C as starting point

Other Information – AUW/UB/MR  Can never be negative  Require de-scope to be reported in Format 5 until removed from the time-phased PMB.  Clarified MR and scope issue

– Added options to G&A and COM reporting to reconcile with DCARC requirements – Removed WBS and CCDR linkage

Office of Performance Assessments and Root Cause Analyses (PARCA) 16

Format 1 Other Information Continued – EACs  Best Case most favorable conditions. Not linked to official Ktr position  Worst Case least favorable conditions.  Best Case most likely and official contractor position. Supersedes the column 15 LRE.  Difference in assumptions between EACs including column 15 must be discussed in Format 5.

– OTB/OTS and Reprogramming Guidance provided – G&A and COM add/non-add and may be specified by the Government – Negotiated Cost – Definitized changes only

Office of Performance Assessments and Root Cause Analyses (PARCA) 17

Format 1 Image INTEGRATED PROGRAM MANAGEMENT REPORT FORMAT 1 - WORK BREAKDOWN STRUCTURE

PENDING UPDATE TO OMB No. 0704-0188

DOLLARS IN ______________________

The public repo rting burden fo r this co llectio n o f info rmatio n is estimated to average 3.1ho urs per respo nse, including the time fo r reviewing instructio ns, searching existing data so urces, gathering and maintaining the data needed, and co mpleting and reviewing the co llectio n o f info rmatio n. Send co mments regarding this burden estimate o r any o ther aspect o f this co llectio n o f info rmatio n, including suggestions fo r reducing the burden, to Department o f Defense, Washington Headquarters Services, Directo rate fo r Info rmation Operatio ns and Repo rts (0704-0188), 1215 Jefferso n Davis Highway, Suite 1204, A rlingto n, VA 22202-4302. Respo ndents sho uld be aware that no twithstanding any o ther pro visio n o f law, no perso n shall be subject to any penalty fo r failing to comply with a co llectio n o f info rmatio n if it do es no t display a currently valid OM B co ntro l number. P LE A S E D O N O T R E T UR N Y O UR F O R M T O T H IS A D D R E S S . S UB M IT C O M P LE T E D F O R M S IN A C C OR D A N C E WIT H C O N T R A C T UA L R E Q UIR E M E N T S .

1. CONTRACTOR

2. CONTRACT

3. PROGRAM

4. REPORT PERIOD

a. NAME

a. NAME

a. NAME

a. FROM (YYYYMMDD)

b. LOCATION (Address and ZIP Code)

b. NUMBER

b. PHASE b. TO (YYYYMMDD)

c. TYPE

d. SHARE RATIO

c. EVMS ACCEPTANCE NO YES

(YYYYMMDD)

5. CONTRACT DATA a. QUANTITY

b. NEGOTIATED COST

c. ESTIMATED COST OF AUTHORIZED

d. TARGET PROFIT/

UNPRICED WORK

e. TARGET

FEE

PRICE

6. ESTIMATED COST AT COMPLETION

f. ESTIMATED

g. CONTRACT

PRICE

h. ESTIMATED CONTRACT

CEILING

i. DATE OF OTB/OTS

CEILING

(YYYYMMDD)

7. AUTHORIZED CONTRACTOR REPRESENTATIVE

M A N A G E M E N T E S T IM A T E

CONTRACT BUDGET

VARIANCE

A T C O M P LE T IO N

BASE (2)

(3)

(1)

a. NAME (Last, First, Middle Initial)

a. BEST CASE

b. TITLE

c. SIGNATURE

d. DATE SIGNED

b. WORST CASE

(YYYYMMDD)

c. MOST LIKELY 8. PERFORMANCE DATA

CURRENT PERIOD BUDGETED COST

ACTUAL COST

ITEM

WORK

WORK

WORK

(1)

SCHEDULED (2)

PERFORMED (3)

PERFORMED (4)

CUMULATIVE TO DATE VARIANCE

BUDGETED COST WORK

SCHEDULE (5)

COST (6)

SCHEDULED (7)

WORK

ACTUAL COST WORK

PERFORMED PERFORMED (8) (9)

SCHEDULE (10)

COST (11)

AT COMPLETION

REPROGRAMMING ADJUSTMENTS

VARIANCE COST

SCHEDULE

VARIANCE (12a)

VARIANCE (12b)

BUDGET (13)

BUDGETED

ESTIMATED

VARIANCE

(14)

(15)

(16)

a. WORK BREAKDOWN STRUCTURE ELEMENT

b. COST OF MONEY c. GENERAL AND ADMINISTRATIVE d. UNDISTRIBUTED BUDGET e. SUB TOTAL (PERFORMANCE MEASUREMENT BASELINE) f. MANAGEMENT RESERVE g. TOTAL 9. RECONCILIATION TO CONTRACT BUDGET BASE a. VARIANCE ADJUSTMENT b. TOTAL CONTRACT VARIANCE

LOCAL REPRODUCTION AUTHORIZED.

UPDATE FROM DD FORM 2734/1, MAR 05, PENDING APPOVAL CLASSIFICATION (When Filled In)

Office of Performance Assessments and Root Cause Analyses (PARCA) 18

Format 2 Major Changes: – Format form is unchanged – Format 2 OBS not required to match Format 4 reporting

Other Information – Format 2 required by OBS instead of WBS – Include subcontractors and material if applicable; can be non-add – Linked discussions of elements between Formats 1 and 2 – UB & MR match Format 1

Office of Performance Assessments and Root Cause Analyses (PARCA) 19

Format 2 Image INTEGRATED PROGRAM MANAGEMENT REPORT FORMAT 2 - ORGANIZATIONAL CATEGORIES

PENDING UPDATE TO OMB No. 0704-0188

DOLLARS IN ______________________

The public repo rting burden fo r this co llectio n o f info rmatio n is estimated to average .6 ho urs per respo nse, including the time fo r reviewing instructio ns, searching existing data so urces, gathering and maintaining the data needed, and co mpleting and reviewing the co llectio n of info rmatio n. Send co mments regarding this burden estimate o r any o ther aspect o f this co llection o f info rmatio n, including suggestions fo r reducing the burden, to Department o f Defense, Washington Headquarters Services, Directo rate fo r Info rmatio n Operatio ns and Repo rts (0704-0188), 1215 Jefferson Davis Highway, Suite 1204, A rlington, VA 22202-4302. Respondents should be aware that no twithstanding any o ther pro visio n o f law, no perso n shall be subject to any penalty fo r failing to co mply with a co llectio n o f information if it do es no t display a currently valid OM B co ntro l number. P LE A S E D O N O T R E T UR N Y O UR F O R M T O T H IS A D D R E S S . S UB M IT C O M P LE T E D F O R M S IN A C C O R D A N C E WIT H C O N T R A C T UA L R E Q UIR E M E N T S .

1. CONTRACTOR

2. CONTRACT

3. PROGRAM

4. REPORT PERIOD

a. NAME

a. NAME

a. NAME

a. FROM (YYYYMMDD)

b. LOCATION (Address and ZIP Code)

b. NUMBER

b. PHASE b. TO (YYYYMMDD)

c. TYPE

d. SHARE RATIO

c. EVMS ACCEPTANCE NO YES

(YYYYMMDD)

5. PERFORMANCE DATA

BUDGETED COST

ITEM

WORK

(1)

SCHEDULED (2)

CURRENT PERIOD

CUMULATIVE TO DATE

ACTUAL COST

ACTUAL COST

WORK

VARIANCE

WORK

PERFORMED PERFORMED (3) (4)

BUDGETED COST WORK

SCHEDULE (5)

COST (6)

SCHEDULED (7)

WORK

VARIANCE

WORK

PERFORMED PERFORMED (8) (9)

SCHEDULE (10)

COST (11)

AT COMPLETION

REPROGRAMMING ADJUSTMENTS COST

SCHEDULE

VARIANCE (12a)

VARIANCE (12b)

BUDGETED

ESTIMATED

VARIANCE

(14)

(15)

(16)

BUDGET (13)

a. ORGANIZATIONAL CATEGORY

b. COST OF MONEY c. GENERAL AND ADMINISTRATIVE d. UNDISTRIBUTED BUDGET e. SUB TOTAL (PERFORMANCE MEASUREMENT BASELINE) f. MANAGEMENT RESERVE g. TOTAL

LOCAL REPRODUCTION AUTHORIZED.

UPDATE FROM DD FORM 2734/2, MAR 05, PENDING APPOVAL CLASSIFICATION (When Filled In)

Office of Performance Assessments and Root Cause Analyses (PARCA) 20

Format 3 Major Changes: – Format form is changed; un-greyed baseline changes section

Other Information – Provides insight into changes to baseline going forward – Provide discussions of changes to Format 5 – Still contains projected finish date and variances

Office of Performance Assessments and Root Cause Analyses (PARCA) 21

Format 3 Image (Change in Red) INTEGRATED PROGRAM MANAGEMENT REPORT FORMAT 3 - BASELINE

DOLLARS IN _______________

SAMPLE FROM OMB No. 0704-0188

The public repo rting burden fo r this co llectio n o f info rmatio n is estimated to average 6.3 ho urs per respo nse, including the time fo r reviewing instructio ns, searching existing data so urces, gathering and maintaining the data needed, and co mpleting and reviewing the co llectio n o f info rmatio n. Send co mments regarding this burden estimate o r any o ther aspect o f this co llectio n o f info rmatio n, including suggestio ns fo r reducing the burden, to Department o f Defense, Washingto n Headquarters Services, Directo rate fo r Info rmatio n Operatio ns and Repo rts (0704-0188), 1215 Jefferso n Davis Highway, Suite 1204, A rlingto n, VA 22202-4302. Respo ndents sho uld be aware that no twithstanding any o ther pro visio n o f law, no perso n shall be subject to any penalty fo r failing to co mply with a co llectio n o f info rmatio n if it do es no t display a currently valid OM B co ntro l number. P LE A S E D O N O T R E T UR N Y O UR F O R M T O T H IS A D D R E S S . S UB M IT C O M P LE T E D F O R M S IN A C C O R D A N C E WIT H C O N T R A C T UA L R E Q UIR E M E N T S .

1. CONTRACTOR

2. CONTRACT

3. PROGRAM

4. REPORT PERIOD

a. NAME

a. NAME

a. NAME

a. FROM (YYYYMMDD)

b. LOCATION (Address and ZIP Code)

b. NUMBER

b. PHASE b. TO (YYYYMMDD)

c. TYPE

d. SHARE RATIO

c. EVMS ACCEPTANCE NO YES

(YYYYMMDD)

5. CONTRACT DATA a. ORIGINAL NEGOTIATED COST

b. NEGOTIATED

c. CURRENT NEGOTIATED COST

CONTRACT

d. ESTIMATED COST OF

(a. + b.)

e. CONTRACT BUDGET

AUTHORIZED UNPRICED WORK

BASE

f. TOTAL ALLOCATED BUDGET

g. DIFFERENCE

(c. + d.)

(e. - f.)

CHANGES

h. CONTRACT START DATE

i. CONTRACT DEFINITIZATION DATE

(YYYYMMDD)

j. PLANNED COMPLETION DATE

(YYYYMMDD)

k. CONTRACT COMPLETION DATE

(YYYYMMDD)

(YYYYMMDD)

l. ESTIMATED COMPLETION DATE (YYYYMMDD)

6. PERFORMANCE DATA BCWS ITEM

(1)

BUDGETED COST FOR WORK SCHEDULED (BCWS) (Non-Cumulative)

BCWS

CUMULA-

FOR

TIVE TO

REPORT

+1

+2

+3

+4

+5

+6

DATE (2)

PERIOD (3)

(4)

(5)

(6)

(7)

(8)

(9)

SIX MONTH FORCAST

UNDIS-

ENTER SPECIFIED PERIODS

(10)

(11)

(12)

(13)

TRIBUTED

TOTAL

BUDGET

BUDGET

(15)

(16)

(14)

a. PERFORMANCE MEASUREMENT BASELINE (Beginning of Period)

b. BASELINE CHANGES AUTHORIZED DURING REPORT PERIOD

c. PERFORMANCE MEASUREMENT BASELINE (End of Period)

7. MANAGEMENT RESERVE

8. TOTAL

UPDATE FROM DD FORM 2734/1, MAR 05, PENDING APPOVAL

LOCAL REPRODUCTION AUTHORIZED.

Office of Performance Assessments and Root Cause Analyses (PARCA) 22

Format 4 Major Changes: – Format form is unchanged – Format 4 OBS not required to match Format 2 reporting

Other Information – Staffing information can be in hours or EQH – Major profile changes to be explained in Format 5

Office of Performance Assessments and Root Cause Analyses (PARCA) 23

Format 4 INTEGRATED PROGRAM MANAGEMENT REPORT FORMAT 4 - STAFFING

PENDING UPDATE TO OMB No. 0704-0188

The public repo rting burden fo r this co llectio n o f info rmatio n is estimated to average 5 ho urs per respo nse, including the time fo r reviewing instructio ns, searching existing data so urces, gathering and maintaining the data needed, and co mpleting and reviewing the co llectio n o f info rmatio n. Send co mments regarding this burden estimate o r any o ther aspect o f this co llectio n o f info rmatio n, including suggestio ns fo r reducing the burden, to Department o f Defense, Washingto n Headquarters Services, Directo rate fo r Info rmatio n Operatio ns and Repo rts (0704-0188), 1215 Jefferso n Davis Highway, Suite 1204, A rlingto n, VA 22202-4302. Respo ndents sho uld be aware that no twithstanding any o ther pro visio n o f law, no perso n shall be subject to any penalty fo r failing to co mply with a co llectio n o f info rmatio n if it do es no t display a currently valid OM B co ntro l number. P LE A S E D O N O T R E T UR N Y O UR F O R M T O T H IS A D D R E S S . S UB M IT C O M P LE T E D F O R M S IN A C C OR D A N C E WIT H C ON T R A C T UA L R E Q UIR E M E N T S .

1. CONTRACTOR

2. CONTRACT

3. PROGRAM

4. REPORT PERIOD

a. NAME

a. NAME

a. NAME

a. FROM (YYYYMMDD)

b. LOCATION (Address and ZIP Code)

b. NUMBER

b. PHASE b. TO (YYYYMMDD)

c. TYPE

d. SHARE RATIO

c. EVMS ACCEPTANCE NO YES

(YYYYMMDD)

5. PERFORMANCE DATA (All figures in w hole numbers)

CATEGORY

ACTUAL CURRENT PERIOD

ACTUAL END O F CURRENT P ERIO D (Cumulative)

(1)

(2)

(3)

ORGANIZATIONAL

6. TOTAL DIRECT UPDATE FROM DD FORM 2734/4, MAR 05, PENDING APPOVAL

FORECAST (Non-Cum ulative) SIX MONTH FORECAST BY MONTH (Enter Names of Months)

ENTER SPECIFIED PERIODS

+1

+2

+3

+4

+5

+6

(4)

(5)

(6)

(7)

(8)

(9)

AT COMPLETION

(10)

(11)

(12)

(13)

(14)

(15)

LOCAL REPRODUCTION AUTHORIZED.

Office of Performance Assessments and Root Cause Analyses (PARCA) 24

Format 5 Major Changes: – Top 15 WBS approach to Variance Analysis  Allowed for Government Selection or a defined contractor process that covers all aspects (current, cumulative and at-complete)  Allowed contractor or government to temporarily increase the number of reported variances to cover emerging trends

– Linked Formats 1-4 and 6 discussions to format 5  Significant Format 6 changes. Require SRA, Health Assessment and drivers as applicable be put into the Format 5

– Requirement to reconcile best/worst/most likely EAC

Other Information – Contractor format for delivery – Delivered with the monthly Formats 1-4, & 6 Office of Performance Assessments and Root Cause Analyses (PARCA) 25

Format 5 Other Information – Report structure is defined in the following order: 1) Contract Summary - Significant changes that could impact technical, schedule, or cost objectives. 2) Formal Reprogramming Analysis - Discuss the Authorization, Reason, Mechanics implemented 3) EAC Analysis - Explain the assumptions, methodologies between Best/Worst/ and Most Likely EACs 4) UB Analysis - Explain the content of the UB balance and changes within the reporting period 5) MR Analysis - Explain the sources and uses of MR changes and the WBS elements allocated as applicable.

Office of Performance Assessments and Root Cause Analyses (PARCA) 26

Format 5 Other Information – Report structure is defined in the following order: 6) IMS Discussion – • Top 3 Critical and Top 3 Driving Paths • Total Contract Baseline Variance • Changes between the Baseline and Forecast duration of Schedule Margin • Changes to the Task Activity Codes or Data Dictionary • Internal Schedule Health Analysis results

7) Format 3 Discussions - Significant changes, phasing, or totals 8) Format 4 Discussions - Significant changes, phasing, or totals 9) Cost and Schedule Variance Analysis 10) Supplemental Discussions. • IBR Dates completed or proposed in next 6 months • Schedule Risk Assessment (SRA) results in past month • Assumptions, results, actions, and impact on EAC. • Contractual De-scopes, if any. Discuss how th de-scope is reported. • G&A and COM Specify if cost are included or are reference.

Office of Performance Assessments and Root Cause Analyses (PARCA) 27

Format 6 Major Changes: – Defined minimum level of subcontractor integration in Prime IMS – Definition of Schedule Margin & SVTs included – Required disclosing of justification for Leads, Lags and most constraints. – Defined minimum fields in IMS  Some were part of 2005 DID with additions  Definitions updated/clarified in various cases  Can be provided in the IMS with any method that allows for Govt sorting and filtering.

– Expanded when SRA is required and how it is reported

Other Information – IMS required monthly to the PMO & EVM-CR for ACAT I’s Office of Performance Assessments and Root Cause Analyses (PARCA) 28

Format 6 Other Information Continued – Consistency with Format 1 Addressed; included “The WBS numbering system in the IMS must be consistent with the Format 1 structure.” – Schedule Margin defined as allowed before program events – Critical & Driving Paths  Included definition that tasks with “0” or negative total float are not by default the critical path.  Driving path and interim milestones defined (not in 2005).  Excessive constraints and incomplete, incorrect, or overly constrained logic shall be avoided.

– Relationships & Float  All non-constrained discrete tasks/activities/milestones shall have at least one predecessor and successor, except the start and end of the program.

Office of Performance Assessments and Root Cause Analyses (PARCA) 29

Minimum Data Fields In IMS  Control Account/Work Package.  Subcontractor. Tasks that are unique to the scope of a major supplier, if any. Subcontractors with an EVM flowdown shall be identified separately, if applicable.  Justification of Lead, Lag, Constraint. This requirement may be met with a code defined in the definition table or by individual notes on each applicable task.  Earned Value Technique (EVT). Identify the EV BCWP technique if the schedule is used to directly status the EVM tool. As a minimum, if either Level of Effort (LOE) or Planning Packages (PP) are in the schedule, they must be identified within a field.  Risk Mitigation Tasks , as applicable.  Critical Path and Driving Paths.  Schedule Margin. Any schedule margin planned as a task shall be clearly labeled “SCHEDULE MARGIN.”  Schedule Visibility Task (SVT). Any SVT shall be identified with the title “SVT.”

Office of Performance Assessments and Root Cause Analyses (PARCA) 30

Format 7 Not part of 2005 IMS or CPR DID – Replaces need for wInsight historical file  Meets requirement for historical file for ACAT I Programs in the EVM-CR

– Also provides time-phased BCWS, BCWP, ACWP, ETC from contract award to completion as applicable. – Must reconcile with Format 1 BAC and EAC for the same period. – Due as a minimum annually, at the same time in the month as the other formats. – At the same reporting level as Format I unless otherwise negotiated. – Supported by it’s own DoD approved XML Schema and guideline.

Office of Performance Assessments and Root Cause Analyses (PARCA) 31

IPMR Guidance / Manual  Intend to publish draft guide/manual sometime after release.  Manual will have tailoring guidance and amplification in certain areas, with examples.  Meant to supplement and clarify, but not change, the DID content.

Office of Performance Assessments and Root Cause Analyses (PARCA) 32

EVM DATA REQUIREMENTS

Office of Performance Assessments and Root Cause Analyses (PARCA) 33

Required Specifications in CDRL Paragraph

Category/Description

3.5.1.5

Format 4 thresholds for changes reportable in period

3.6.10.2.1

Format 5 Variance Analysis thresholds

3.7.1.3.6.4

SRA frequency beyond minimum IBR, OTB/OTS, SPA

Office of Performance Assessments and Root Cause Analyses (PARCA) 34

Optional Specifications for CDRL Paragraph

Category/Description

2.1.1.1

Format 1 XML level at reporting level or as low as Control Account

2.2.1

Option for separate 1-4, 5, 7 in hours XML and Human Readable

2.2.3

Option for Human Readable additional delivery, XML is standard

2.2.5

Option to remove the Native IMS Format 6 delivery

2.2.6/3.8.1

Format 7 at Format 1 Level unless defined as low as Ctrl Acct

2.5.1

Minimum monthly IPMR submission; may define more frequent

2.5.2

Format 7 minimum annually, may require more frequently

2.7

IPMR will require all scope unless specified

3.2.4.2/3.2.4. Format 1 G&A and COM reporting – Government may required 3 non-add (To be compatible with CSDR if applicable) 3.4.5/3.5.1.4

Format 3 and 4 reporting periods

Office of Performance Assessments and Root Cause Analyses (PARCA) 35

Optional Specifications for CDRL Paragraph

Category/Description

2.4/3.7.1.1.2/ Subcontractor IPMR formats may be required deliverable 3.8.2 3.7.1.3.6

SRA individual estimates for primary, secondary, tertiary driving paths

3.7.1.3.8

Any Government required fields in the IMS beyond the minimum

2.3

Security requirements may impact marking and delivery requirements

2.6.1

IPMR default delivery 12 work days, may go as late as 17

2.8.2

Format 6 IMS may be required separately (See Navy Contract Requirement Checklist)

3.4.2.2

Format 3 Definition of “Significant” baseline changes in period

3.5.1

Format 4 in hours, equivalent people, total headcount

Office of Performance Assessments and Root Cause Analyses (PARCA) 36

Optional Specifications for CDRL Paragraph

Category/Description

3.5.1.2

Format 4 reporting elements may differ from Format 2

3.6.10.2.4

Format 5 - An alternate method of selecting 15 WBS Variance Analysis reportable

3.6.10.2.4.1

Format 5 - Government selection of variances no later than 10 working days prior to contractor delivery date

3.6.10.2.4.6

Reduction of variances (Applicable in later phase of contract)

3.7.1.3.5.8

Government may specify current “driving path” that is reportable in the Format 6 IMS

Office of Performance Assessments and Root Cause Analyses (PARCA) 37

http://www.acq.osd.mil/parca/

Tailoring The IPMR DID flexibility that must be specified in the CDRL. IPMR DID

Potential Option Format 1 XML Level

Control Account Level

2.2.1

Hours FMTs 1-4, 5 and 7

Optional, VAR specification needed

2.2.3

Human Readable

Require as needed

2.4

If subcontractors with DFAR req submit directly to government

Recommended

2.5.1

Fmts 1-5, 6 at least monthly

Monthly

2.5.2

Format 7 at least annually

Tie to event; request Quarterly

2.5.3

Due 12-17 WD based on complexity

12 Working Days

2.1.1.1

Office of Performance Assessments and Root Cause Analyses (PARCA) 38

http://www.acq.osd.mil/parca/

Tailoring (Cont’d) The IPMR DID flexibility that must be specified in the CDRL. IPMR DID

Potential Option

3.2.4.2/3. 2.4.3

Fmt 1 WBS inclusion of G&A and COM

Optional

3.4.2.2

Definition of “significant” Fmt 3 Specific breakout and Fmt 5 explanation

Possible percentage definition; i.e., 5%

Basis for Fmt 4: Hrs, EQP other 3.5.1 3.5.1

Fmt 4 org structure does not have to equal Fmt 2 org structure

Choose best fit, EQP common. Optional

Office of Performance Assessments and Root Cause Analyses (PARCA) 39

http://www.acq.osd.mil/parca/

Tailoring (Cont’d) The IPMR DID flexibility that must be specified in the CDRL. IPMR DID

Potential Option

3.6.10.2.1 Variance Analysis Threshold

10% and $50K Current, 10% and $100K Cumulative and 5% and 250K AtComplete

3.6.10.2.4 Option to specify alternate method of selecting 15 variances

Recommend against on outset – options already in process for Gov’t selection

3.6.10.2.4 Contractor notification of variance .1 pool

Example: 7 WD

3.6.10.2.4 Government optional selection of .1 15 WBS Variances to report

Example: 9 WD

Office of Performance Assessments and Root Cause Analyses (PARCA) 40

http://www.acq.osd.mil/parca/

Tailoring (Cont’d) The IPMR DID flexibility that must be specified in the CDRL. IPMR DID

Potential Option Subcontractor IMSs reported to Gov’t

Recommend as needed

3.7.1.3.8

Any IMS fields the Gov’t requires in addition to DID requirements

Optional

3.8.2

Subcontractor Fmt 7 directly to the Gov’t

Recommend as needed

3.7.1.1.2

Office of Performance Assessments and Root Cause Analyses (PARCA) 41

DRAFT CDRL TEMPLATE

Office of Performance Assessments and Root Cause Analyses (PARCA) 42

Sample CDRL CDRL to be posted on the PARCA EVM website Provides recommended tailoring options of the EVM Data Requirements – Service/agencies may create their own CDLRs with additional tailoring expectations

EVM-CR requirement still in effect for all ACAT I programs. CDRL will be updated as best practices are found

Office of Performance Assessments and Root Cause Analyses (PARCA) 43

http://www.acq.osd.mil/parca/

References 1. PARCA Website: http://www.acq.osd.mil/parca/ 2. PARCA EVM Website: http://www.acq.osd.mil/evm/ 3. PARCA EVM Issue & Interpretation: http://www.acq.osd.mil/evm/ir/index.shtml 4. EVM-CR Website: http://dcarc.cape.osd.mil/EVM/EVMOverview.aspx 5. DAU EVM Community Of Practice (COP) Website: https://dap.dau.mil/cop/evm/Pages/default.aspx 6. DCMA EVMS Standard Surveillance Instruction (SSI): http://guidebook.dcma.mil/79/index.cfm 7. DFARS –

Notice of Earned Value Management System (Apr 2008): http://www.acq.osd.mil/dpap/dars/dfars/html/current/252234.htm#252.234-7001

–

Earned Value Management System (May 2011): http://www.acq.osd.mil/dpap/dars/dfars/html/current/252234.htm#252.234-7002

–

Contractor Business Systems (May 2011): http://www.acq.osd.mil/dpap/dars/dfars/html/current/252242.htm#252.242-7005

8. IPMR: https://assist.dla.mil/quicksearch/basic_profile.cfm?ident_number=278901

Office of Performance Assessments and Root Cause Analyses (PARCA) 44