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Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..

Gay Infanti

NDIA PMSC Guides Update Working Group

26 August 2010


Guide Update Process/Timeline

• Survey conducted in Spring 2009 indicated PMSC Guides require update; in future, guides will be reviewed/maintained on a regular cycle

• PMSC decision to tackle IBR guide first• PMSC Guides Update Team established; government and additional

industry participation added in November • First draft revised IBR Guide released for public comment in early

October; feedback adjudication began in early November; joint team reached agreement on main body of guide

• Significant update to Pre-Award IBR section in December• Second draft release in January. Comments addressed and

incorporate; revised draft distributed on 4/14/10• Formal PMSC membership voted to approve IBR Guide as working

draft, for 2-month use/comment period prior to final publication• IBR Guide, Revision 1, dated 9/1/2010, approved for publication on

25 August 2010


Guide Update Process/Timeline (continued)

• Surveillance Guide team formed and update begun in April• Draft Surveillance Guide, Revision 1 (7/28/10) distributed to PMSC

members review/comment on 3 August 2010• Final revision targeted for completion by 1 October• Vote to approve for publication tentatively scheduled for November

10th• Acceptance Guide update started; completion date is TBD• Application Guide update started; lead is TBD• Intent Guide updated last Spring to incorporate corrections and align

with EIA 748-B– Currently awaiting feedback from DCMA’s EVMC– Collecting recommendations from other sources, e.g., the Scheduling WG– Will likely recommend an out-of-cycle revision to the Intent Guide for PMSC

Board and PMSC membership concurrence

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Guides Update Project Organization

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Guides Update Steering Group

Gay Infanti – LeadJoan UgljesaRandy Steeno

Acceptance GuideBuddy Everage -

Lead

Application GuideLead - TBD

IBR GuideDave Roberts -

Lead

Surveillance GuideDave Roberts -

Lead

Intent GuideLead - TBD

Individual Guide Update Team Participants Shown

on Subsequent Slides

Team Members Invited to Support All Guide Updates

as Applicable to Their Subject Matter Expertise


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IBR Guide Update Team

• Matt Pflieger - Battelle• Marty Doucette – Pilgrim Companions• Bill Mendelsohn - ITT• Scott Gring - Lockheed• Mitzi Shepard - Lockheed• Ruth Taylor – Lockheed• Dave Roberts – Navigant ( IBR Guide

Lead)• Todd Schulzetenberg - Raytheon • Ed Silva - Raytheon• Dale Gillam – SAIC• Jim Brasell – Unisys• Pam Brooker – Battelle• Pete Wynne – Lockheed• Gay Infanti – NGC (Guides Update Lead)• Evelyn Neely – Raytheon• Frank Malsbury – Raytheon• Richard Childress – Unisys

• Fred Meyer – Air Force• Bob Loop - Air Force• Keith Samuels – Army• Mia Lasat – Army• Jesse Stewart – DAU• Robert Pratt – DAU• Roberta Tomasini - DAU• Dennis Chapman – DCMA EVMC• Brian Kong – DOE• Matt Gonzales – JPL• Ken Poole – NASA• Beau Willis – Navy• Anita Cukr – Navy• Ted Rogers – NAVAIR• Annette Junek - NAVAIR• David Driver – Navy• Aaron Risdal – Navy• Lt Col David Arrieta – OSD

Industry Participants Government Participants


IBR Guide Status

• Working draft of IBR Guide unanimously approved in May for publication on NDIA PMSC website as a working draft for use and comment

• Formal comments were requested during a two-month period ending 15 July 2010

• 33 formal comments and recommendations were received from PMSC member companies and government agencies

– All were adjudicated, documented along with the rationale for acceptance or rejection (23 accepted in whole or in-part;10 rejected), and ratified by the PMSC Board

– A documented Summary and Disposition of Comments was distributed with the final revision of the document to the PMSC membership and individually included in formal responses sent by PMSC to the companies and agencies to acknowledge and thank them for their comments

• Yesterday, the final revision was approved for publication on the NDIA PMSC website effective 9/1/10

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Summary of IBR Guide Changes

• Established new standardized format/style for this guide; plan to use on all PMSC guides

• Improved applicability and use for non-DOD agencies and for in-house IBRs

• Improved consistency of the IBR process across all stakeholders• Added content to address both types of IBRs, pre- and post-award• Increased content and focus on risk/opportunity assessment and

management• Included CAM/PM/IPT risk discussion objectives for each of the

following risk areas: technical, cost, schedule, resources & management

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Summary of IBR Guide Changes

• Added recommended content for IBR Preparation– Objectives, entrance/exit criteria– Training – Data requests

• Included typical IBR execution agenda• Clarified that IBR is not an EVMS review

– EVMS should be reviewed in connection with management system risk only

– EVMS risk should be assessed by checking its status via coordination with applicable CFA responsible for EVMS surveillance

• Additional material/guidance added regarding pre-award IBR– Acquisition planning guidance to identify when pre-award IBRs should be

considered– Mechanisms for applying and funding pre-award IBR requirements– Key process differences associated with timing of pre-award IBRs, e.g.,

availability and maturity of data available prior to contract award

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Surveillance Guide Update Team

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• Dave Roberts – Navigant Consulting (Team Lead)

• Laura Ayres, Price Waterhouse Coopers

• Pam Brooker – Battelle• Bill Mendelsohn - ITT• Scott Gring – Lockheed Martin• Lucy Haines – Lockheed Martin• Mitzi Shepard – Lockheed Martin• Pete Wynne – Lockheed Martin• Marty Doucette – Pilgrim Companions• Mike O’Neill- Raytheon• Andrew Dorsey – Orbital Sciences• Amy Martz – Raytheon• Chris Nicholson, Northrop Grumman• Gay Infanti, Northrop Grumman (Guides

Update lead)

Industry Participants• Brian Kong – DOE• Jim Fountain – DOE• Tom Bruder - DOE• Aaron Risdal – Navy

Government Participants


Surveillance Guide Status

• Draft revision distributed to PMSC members for review and comment on August 3rd

• Comments requested by 1 September 2010• Submit comments to:

– Dave Roberts at [email protected]– Gay Infanti at [email protected]

• All comments are welcome but preferred approaches, which facilitate consolidation and review by the team, are:

– Mark-ups of the draft document using M/S Word‘s Track Changes menu command, or

– Inserted comments using M/S Word’s Insert Comments menu command• Alternatively, you may submit comments via email referencing the

sections and paragraphs to which they refer

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mailto:[email protected]



Summary of Surveillance Guide Changes

• Objective - Update Surveillance guide based on:– Changes in EIA 748-B– Latest government guidance/policy– Survey results– Lessons learned and best practices

• Increased focus on perceived gaps in earlier version:– Applicability of the PMSC Surveillance Guide (vs. the SSOM)– Risk and opportunity management– Schedules– Subcontractor surveillance– Data anomaly prevention– Accuracy/integrity of management report– Collection, tracking and use of surveillance results for subsequent year

surveillance planning and system-level process improvements

• Replaced most of Section 6.3, deemed too detailed and overly-prescriptive with more generic guidance on collection/use of data and metrics

• Reformatted and modified terminology/definitions consistent with IBR Guide

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Next Steps

• Surveillance Guide– Receive, disposition, and incorporate comments received by 9/1/2010– Publish final revision by 1 October; distribute to PMSC membership for

review– Hold formal vote to approve for publication (tentatively scheduled for

November) • Acceptance Guide

– Buddy Everage leading this team– Tentatively planning a reciprocity workshop for the fall IPM Conference– Currently accepting members; if interested, please notify Buddy (

[email protected]) or Gay• Application Guide

– Starting point will be the version of the Acceptance Guide containing the RM/EVM Integration Guidance recommended by the original PMSC Risk Management WG

– Currently seeking team lead and members– Targeting year-end for completion of first draft for review/comment

• Intent Guide –further revision prior to May 2012 is still TBD

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Documents

tbdapplication guide

thacceptance guide update

tbdintent guide

ibr guide firstpmsc

draft revised ibr guide

pmsc board

final publicationibr

aprildraft surveillance