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NDIA PMSC Guides Update Working Group 26 August 2010. Gay Infanti. 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 - PowerPoint PPT Presentation

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Guides_Update_PMSC_8-26-10.pptx

Gay Infanti

NDIA PMSC Guides Update Working Group26 August 2010

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

Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..1Guide Update Process/TimelineSurvey 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 firstPMSC 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 guideSignificant update to Pre-Award IBR section in DecemberSecond draft release in January. Comments addressed and incorporate; revised draft distributed on 4/14/10Formal PMSC membership voted to approve IBR Guide as working draft, for 2-month use/comment period prior to final publicationIBR Guide, Revision 1, dated 9/1/2010, approved for publication on 25 August 2010 Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..2Guide Update Process/Timeline (continued)Surveillance Guide team formed and update begun in AprilDraft Surveillance Guide, Revision 1 (7/28/10) distributed to PMSC members review/comment on 3 August 2010Final revision targeted for completion by 1 OctoberVote to approve for publication tentatively scheduled for November 10thAcceptance Guide update started; completion date is TBDApplication Guide update started; lead is TBDIntent Guide updated last Spring to incorporate corrections and align with EIA 748-BCurrently awaiting feedback from DCMAs EVMCCollecting recommendations from other sources, e.g., the Scheduling WGWill likely recommend an out-of-cycle revision to the Intent Guide for PMSC Board and PMSC membership concurrence

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Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..Guides Update Project Organization4

Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..5IBR Guide Update TeamMatt Pflieger - BattelleMarty Doucette Pilgrim CompanionsBill Mendelsohn - ITTScott Gring - LockheedMitzi Shepard - LockheedRuth Taylor LockheedDave Roberts Navigant ( IBR Guide Lead)Todd Schulzetenberg - Raytheon Ed Silva - RaytheonDale Gillam SAICJim Brasell UnisysPam Brooker BattellePete Wynne LockheedGay Infanti NGC (Guides Update Lead)Evelyn Neely RaytheonFrank Malsbury RaytheonRichard Childress UnisysFred Meyer Air ForceBob Loop - Air ForceKeith Samuels ArmyMia Lasat ArmyJesse Stewart DAURobert Pratt DAURoberta Tomasini - DAUDennis Chapman DCMA EVMCBrian Kong DOEMatt Gonzales JPLKen Poole NASABeau Willis NavyAnita Cukr NavyTed Rogers NAVAIRAnnette Junek - NAVAIRDavid Driver NavyAaron Risdal NavyLt Col David Arrieta OSD

Industry ParticipantsGovernment ParticipantsCopyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..5IBR Guide StatusWorking draft of IBR Guide unanimously approved in May for publication on NDIA PMSC website as a working draft for use and commentFormal comments were requested during a two-month period ending 15 July 201033 formal comments and recommendations were received from PMSC member companies and government agenciesAll 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 commentsYesterday, the final revision was approved for publication on the NDIA PMSC website effective 9/1/10

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Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..Summary of IBR Guide ChangesEstablished new standardized format/style for this guide; plan to use on all PMSC guidesImproved applicability and use for non-DOD agencies and for in-house IBRsImproved consistency of the IBR process across all stakeholdersAdded content to address both types of IBRs, pre- and post-awardIncreased content and focus on risk/opportunity assessment and managementIncluded CAM/PM/IPT risk discussion objectives for each of the following risk areas: technical, cost, schedule, resources & management7

Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..Summary of IBR Guide ChangesAdded recommended content for IBR PreparationObjectives, entrance/exit criteriaTraining Data requestsIncluded typical IBR execution agendaClarified that IBR is not an EVMS reviewEVMS should be reviewed in connection with management system risk onlyEVMS risk should be assessed by checking its status via coordination with applicable CFA responsible for EVMS surveillanceAdditional material/guidance added regarding pre-award IBRAcquisition planning guidance to identify when pre-award IBRs should be consideredMechanisms for applying and funding pre-award IBR requirementsKey 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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Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..Potential pre-award process differences associated with event timing include:Availability and handling of (sensitive) proposal dataAbsence of MRStaffing of IBR teamsMaturity of data available prior to contract award8Surveillance Guide Update Team9

Dave Roberts Navigant Consulting (Team Lead)Laura Ayres, Price Waterhouse CoopersPam Brooker BattelleBill Mendelsohn - ITTScott Gring Lockheed MartinLucy Haines Lockheed MartinMitzi Shepard Lockheed MartinPete Wynne Lockheed MartinMarty Doucette Pilgrim CompanionsMike ONeill- RaytheonAndrew Dorsey Orbital SciencesAmy Martz RaytheonChris Nicholson, Northrop GrummanGay Infanti, Northrop Grumman (Guides Update lead)

Industry Participants

Brian Kong DOEJim Fountain DOETom Bruder - DOEAaron Risdal NavyGovernment ParticipantsCopyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..9Surveillance Guide StatusDraft revision distributed to PMSC members for review and comment on August 3rdComments requested by 1 September 2010Submit comments to:Dave Roberts at David.Roberts@navigantconsulting.comGay Infanti at gay.infanti@ngc.comAll comments are welcome but preferred approaches, which facilitate consolidation and review by the team, are:Mark-ups of the draft document using M/S Words Track Changes menu command, orInserted comments using M/S Words Insert Comments menu commandAlternatively, you may submit comments via email referencing the sections and paragraphs to which they refer10

Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..10Summary of Surveillance Guide ChangesObjective - Update Surveillance guide based on:Changes in EIA 748-BLatest government guidance/policySurvey resultsLessons learned and best practicesIncreased focus on perceived gaps in earlier version:Applicability of the PMSC Surveillance Guide (vs. the SSOM)Risk and opportunity managementSchedulesSubcontractor surveillanceData anomaly preventionAccuracy/integrity of management reportCollection, tracking and use of surveillance results for subsequent year surveillance planning and system-level process improvementsReplaced 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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Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..11Next StepsSurveillance GuideReceive, disposition, and incorporate comments received by 9/1/2010Publish final revision by 1 October; distribute to PMSC membership for reviewHold formal vote to approve for publication (tentatively scheduled for November) Acceptance Guide Buddy Everage leading this teamTentatively planning a reciprocity workshop for the fall IPM ConferenceCurrently accepting members; if interested, please notify Buddy (beverage@mcri.com) or GayApplication GuideStarting point will be the version of the Acceptance Guide containing the RM/EVM Integration Guidance recommended by the original PMSC Risk Management WGCurrently seeking team lead and membersTargeting year-end for completion of first draft for review/commentIntent Guide further revision prior to May 2012 is still TBD

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Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..12NameTitle

NameTitle

NameTitle

NameTitle

NameTitle

NameTitle

Team TitleNameTitle

Company NameCompany NameDepartment NameGuides Update Steering GroupGay 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 Pa