1 The Voice of the Industrial Base1

IBR Guide

NDIA PMSC Working Group

NDIA PMSC Meeting

January 31, 2007Updated Feb 4, 2007

Prepared by;Joe Houser

KM Systems Group

Strength through Industry & Technology

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IBR GuideNDIA PMSC Working Group

IBR Guide NDIA Working Group Objectives:

Review the current Integrated Baseline Review Guide and determine if it should be revised to reflect:

- Changes in the environment that would justify a revision

- Clarifications that would improve results of IBRs- Verify consistency between the IBR Guide and

recent other NDIA EVM Guides

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IBR GuideNDIA PMSC Working Group

IBR Guide NDIA Working Group Members

Joe Houser, Lead, KM Systems Group

Walt Berkey, Lockheed Martin

Gary Humphreys, Humphreys & Associates

Dennis White, Robbins Goioa

Kevin Martin, KM Systems Group

Sondra Ewing, Lockheed Martin

Denis Hallman, Welkin / CSC

Deborah Duffy, UTC

Dan Milano, FAA

Keith Kratzert, FAA

Government, Debbie Tomic to provide 1 - 2 volunteers

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IBR GuideNDIA PMSC Working Group

Current Environment

Since the NDIA IBR Guide was issued in June 2003, there have been changes in policy and practices that may justify a Guide review to address:

- Review NDIA application guide and recently revised FAR-EVM, OMB requirements, and Capital Programming Guide to

identify changes required for existing NDIA IBR Guide

- Compare IBR guide to other NDIA Guides for inconsistencies clarifications that would improve IBRs

- Candidate revisions include:- Program Level IBRs- Pre-contract award IBRs- Consolidated program level and contractor IBRs- Consolidating or clearly separating IBRs and EVM surveillance

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IBR GuideNDIA PMSC Working Group

Forward Plan

- Conduct May 2007 PMI-CPM IBR Workshop with EVM community to gather satisfaction levels and recommendations – Humphreys, Houser, and Gov’t rep

- Conduct comparison of related documents and document findings- DoD EVMIG and other DoD IBR needs – DoD rep- Capital Programming Guide – Kevin Martin- EVM FAR Clause – Gary Humphreys- Application Guide – Walt Berkey- Surveillance Guide – Deborah Duffy- Certification Guide – Denis Hallman- Intent Guide – Keith Kratzert- OMB August 2005 Guidance – Dennis White- Civilian Agency IBR needs – Dan Milano

- Assess and recommend IBR Guide revisions

Note: during the NDIA PMSC meeting, Debbie Tomsic indicated a single NDIA IBR guide for all Government agencies and departments was acceptable

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IBR GuideNDIA PMSC Working Group

Forward Plan Schedule

March 15 - Findings report due (use attached format)

March 31, Distribute summary of findings (Houser)

April 2 – Telecon review of summary findings and preliminary

recommendations discussion

April 25 - Report findings and preliminary recommendations

- Excludes PMI-CPM workshop findings

May 10 – PMI-CPM IBR Workshop

- IBR Working Group members are encouraged to attend and assist with the IBR Workshop

August NDIA PMSC Meeting

- Incorporate PMI-CPM Workshop findings

- IBR Working Group final recommendations for PMSC review and concurrence

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IBR GuideNDIA PMSC Working Group

Attachment:

sample format for findings documentation

Other Program Level IBRs

Pre-Contract Award IBRs

Consolidated Program Level and contractor IBRs

Segregating EVM Surveillance from IBRs

IBR Guide does not distinguish between program level and contractor IBRs

IBR Guide does not include guidance for conducting pre-award IBRs

Evaluation Area: EVM FAR ClauseEvaluator: Gary Humphreys

Note: state findings as a statement and not as a recommendation