EVM Home Page = http://acc.dau.mil/evm

http://www.dcma.mil = “One Book”DAU POC: (703) 805-2851 (DSN 655)

eMail Address: EVM@dau.milRevised 24 Feb 2004

TERMINOLOGYNCC Negotiated Contract Cost Contract price less profit / fee(s)AUW Authorized Unpriced Work Work contractually approved, but not yet negotiated / definitizedCBB Contract Budget Base Sum of NCC and AUWOTB Over Target Baseline Sum of CBB and recognized overrun TAB Total Allocated Budget Sum of all budgets for work on contract = NCC, CBB, or OTB BAC Budget At Completion Total budget for total contract thru any given levelPMB Performance Measurement Baseline Contract time-phased budget planMR Management Reserve Budget withheld by Ktr PM for unknowns / risk managementUB Undistributed Budget Broadly defined activities not yet distributed to CAs CA Control Account Lowest CWBS element assigned to a single focal point to plan & control

scope / schedule / budgetWP Work Package Near-term, detail-planned activities within a CA PP Planning Package Far-term CA activities not yet defined into WPsBCWS Budgeted Cost for Work Scheduled Value of work planned to be accomplished = PLANNED VALUEBCWP Budgeted Cost for Work Performed Value of work accomplished = EARNED VALUEACWP Actual Cost of Work Performed Cost of work accomplished = ACTUAL COSTEAC Estimate At Completion Estimate of total cost for total contract thru any given level;

may be generated by Ktr, PMO, DCMA, etc. = EACKtr / PMO / DCMA

LRE Latest Revised Estimate Ktr’s EAC or EACKtr

SLPP Summary Level Planning Package Far-term activities not yet defined into CAs TCPI To Complete Performance Index Efficiency needed from ‘time now’ to achieve an EAC

EVM POLICY: EVMS = DFARS 252.234-7000; 252.234-7001; & C/SSR = DFARS 252.242-7005; 252.242-7006; ANSI/EIA-748-A Jan 2002 / Mar 2003; DoDI 5000.2, Table E3.T2; & Defense Acquisition

Guidebook

MANAGEMENT REQUIREMENTS: Select pair of Contract Clauses based on cost, risk, criticality:EVMS EIA-748 Management System Validated as Consistent with EIA-748 Standard at detailed level

Non-FFP contracts / agreements for R&D > $73M; & Proc or O&M > $315M (CY00$)Cost/Schedule Status Report (C/SSR) Management System not required to meet EIA-748 Standard;

Non-FFP contracts / agreements > $6.3M (CY00$) & > 12 months duration Integrated Baseline Review (IBR) Mandatory for both EVMS & C/SSR within 6 months of Contract Award

REPORT REQUIREMENTS: Tailor Data Requirements via CDRL, Select One:Cost Performance Report = DI-MGMT-81466 = Formats 1-5 (WBS, Organization, Baseline, Staffing, & Explanations)

CPR is Mandatory for EVMS EIA-748 contracts & optional for C/SSR contracts Cost/Schedule Status Report = DI-MGMT-81467 = 2 Formats (WBS & Explanations) or ‘Tailored’ CPR

Management Reserve

Work Packages Planning Packages

OVERRUN AUW

Control Accounts

NCC

UndistributedBudget

OTB CBB

TAB Profit / Fees

PMB

Summary Level Planning Packages

Contract Price

EVM Home Page = http://acc.dau.mil/evm http://www.dcma.mil = “One Book”DAU POC: (703) 805-2851 (DSN 655)

eMail Address: EVM@dau.milRevised Feb 2004

TERMINOLOGYNCC Negotiated Contract Cost Contract price less profit / fee(s)AUW Authorized Unpriced Work Work contractually approved, but not yet negotiated / definitizedCBB Contract Budget Base Sum of NCC and AUWOTB Over Target Baseline Sum of CBB and recognized overrun TAB Total Allocated Budget Sum of all budgets for work on contract = NCC, CBB, or OTB BAC Budget At Completion Total budget for total contract thru any given levelPMB Performance Measurement Baseline Contract time-phased budget planMR Management Reserve Budget withheld by Ktr PM for unknowns / risk managementUB Undistributed Budget Broadly defined activities not yet distributed to CAs CA Control Account Lowest CWBS element assigned to a single focal point to plan & control

scope / schedule / budgetWP Work Package Near-term, detail-planned activities within a CA PP Planning Package Far-term CA activities not yet defined into WPsBCWS Budgeted Cost for Work Scheduled Value of work planned to be accomplished = PLANNED VALUEBCWP Budgeted Cost for Work Performed Value of work accomplished = EARNED VALUEACWP Actual Cost of Work Performed Cost of work accomplished = ACTUAL COSTEAC Estimate At Completion Estimate of total cost for total contract thru any given level;

may be generated by Ktr, PMO, DCMA, etc. = EACKtr / PMO / DCMA

LRE Latest Revised Estimate Ktr’s EAC or EACKtr

SLPP Summary Level Planning Package Far-term activities not yet defined into CAs TCPI To Complete Performance Index Efficiency needed from ‘time now’ to achieve an EAC

EVM POLICY: EVMS = DFARS 252.234-7000; 252.234-7001; & C/SSR = DFARS 252.242-7005; 252.242-7006; ANSI/EIA-748-A Jan 2002 / Mar 2003; DoDI 5000.2, Table E3.T2; & Defense Acquisition

Guidebook

MANAGEMENT REQUIREMENTS: Select pair of Contract Clauses based on cost, risk, criticality:EVMS EIA-748 Management System Validated as Consistent with EIA-748 Standard at detailed level

Non-FFP contracts / agreements for R&D > $73M; & Proc or O&M > $315M (CY00$)Cost/Schedule Status Report (C/SSR) Management System not required to meet EIA-748 Standard;

Non-FFP contracts / agreements > $6.3M (CY00$) & > 12 months duration Integrated Baseline Review (IBR) Mandatory for both EVMS & C/SSR within 6 months of Contract Award

REPORT REQUIREMENTS: Tailor Data Requirements via CDRL, Select One:Cost Performance Report = DI-MGMT-81466 = Formats 1-5 (WBS, Organization, Baseline, Staffing, & Explanations)

CPR is Mandatory for EVMS EIA-748 contracts & optional for C/SSR contracts Cost/Schedule Status Report = DI-MGMT-81467 = 2 Formats (WBS & Explanations) or ‘Tailored’ CPR

Management Reserve

Work Packages Planning Packages

OVERRUN AUW

Control Accounts

NCC

UndistributedBudget

OTB CBB

TAB Profit / Fees

PMB

Summary Level Planning Packages

Contract Price

Earned Value Management‘‘Gold Card’Gold Card’

Defense Acquisition University

VARIANCES Favorable is Positive, Unfavorable is Negative

Cost Variance CV = BCWP – ACWP CV % = (CV / BCWP) *100

Schedule Variance SV = BCWP – BCWS SV % = (SV / BCWS) * 100

Variance at Completion VAC = BAC – EAC

PERFORMANCE INDICES Favorable is > 1.0, Unfavorable is < 1.0Cost Efficiency CPI = BCWP / ACWPSchedule Efficiency SPI = BCWP / BCWS

OVERALL STATUS

% Schedule = (BCWSCUM / BAC) * 100

% Complete = (BCWPCUM / BAC) * 100

% Spent = (ACWPCUM / BAC) * 100

ESTIMATE AT COMPLETION #

EAC = Actuals to Date + [(Remaining Work) / (Efficiency Factor)]EACCPI = ACWPCUM + [(BAC – BCWPCUM) / CPICUM ] = BAC / CPICUM

EACComposite = ACWPCUM + [(BAC – BCWPCUM) / (CPICUM * SPICUM)]

TO COMPLETE PERFORMANCE INDEX (TCPI) #

TCPIEAC = Work Remaining / Cost Remaining = (BAC – BCWPCUM) / (EAC – ACWPCUM)

# To Determine Either TCPI or EAC; You May Replace BAC with TAB

Management Reserve

Cost Variance

Schedule Variance

ACWP

BCWP

BCWS

$

EAC

TimeNow

Completion Date

PMB

TAB

BAC

time

Earned Value Management‘‘Gold Card’Gold Card’

Defense Acquisition University

VARIANCES Favorable is Positive, Unfavorable is Negative

Cost Variance CV = BCWP – ACWP CV % = (CV / BCWP) *100

Schedule Variance SV = BCWP – BCWS SV % = (SV / BCWS) * 100

Variance at Completion VAC = BAC – EAC

PERFORMANCE INDICES Favorable is > 1.0, Unfavorable is < 1.0Cost Efficiency CPI = BCWP / ACWPSchedule Efficiency SPI = BCWP / BCWS

OVERALL STATUS

% Schedule = (BCWSCUM / BAC) * 100

% Complete = (BCWPCUM / BAC) * 100

% Spent = (ACWPCUM / BAC) * 100

ESTIMATE AT COMPLETION #

EAC = Actuals to Date + [(Remaining Work) / (Efficiency Factor)]EACCPI = ACWPCUM + [(BAC – BCWPCUM) / CPICUM ] = BAC / CPICUM

EACComposite = ACWPCUM + [(BAC – BCWPCUM) / (CPICUM * SPICUM)]

TO COMPLETE PERFORMANCE INDEX (TCPI) #

TCPIEAC = Work Remaining / Cost Remaining = (BAC – BCWPCUM) / (EAC – ACWPCUM)

# To Determine Either TCPI or EAC; You May Replace BAC with TAB

Management Reserve

Cost Variance

Schedule Variance

ACWP

BCWP

BCWS

$

EAC

TimeNow

Completion Date

PMB

TAB

BAC

time