UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

Acquisition Policy Changes:Acquisition Policy Changes:Systems Engineering FocusSystems Engineering Focus

Defense Acquisition Management System,Defense Acquisition Management System,DoD Instruction 5000.02DoD Instruction 5000.02

May 6, 2009

Chemical Biological Defense Acquisition Initiatives Forum (CBDAIF)

Dave FerrisChief Systems EngineerJoint Program Executive Office for

Chemical and Biological DefenseDavid.ferris@jpeocbd.osd.mil703.681.0813

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

Systems Engineering (SE) Focus

• Agenda

– What is SE

– DoDI 5000.02 Revisions wrt SE

– SE Emphasis

– SE Technical Reviews

– Conclusion

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

What is Systems Engineering?

1. A Logical Sequence of Activities and Decisions Followed to Transform an Operational Need Into System Performance Parameters and a Preferred System Configuration

2. The Integration and Management of Engineering Specialties a. Design Engineeringb. Specialty Engineeringc. Test Engineeringd. Logistics Engineeringe. Production Engineering

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

Defense Acquisition Management System 2008

Full RateProd DR

JCDJoint Concepts FNAFAA

MS CMS B

OSD/JCS COCOM FCB

FSAStrategic Guidance

Incremental Development

MS A

User Needs

ICD TechDev CDD

Engineering & Manufacturing Development & Demonstration

CPDProduction & Deployment O&S

AoA

MDD

Materiel SolutionAnalysis

Technology Opportunities & Resources

Systems Engineering Is Throughout the Life-Cycle Systems Engineering Is Throughout the Life-Cycle

SYSTEMS ENGINEERING

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

Systems Engineering Related Regulatory Requirements Added/Revised For All Programs

Requirement Reference When Required CommentPreliminary Design

Review (PDR) Report DoDI 5000.02 Pre or Post MS B Assessment Conducted by MDA

Post Critical Design Review (CDR) Report DoDI 5000.02 Post-CDR

AssessmentAssessment

Conducted by MDA

Test & Evaluation Strategy DoDI 5000.02 MS A

Address Competitive

Prototype Testing

Technology Development Strategy DoDI 5000.02 MS A Describe Acquisition

Increments

Systems Engineering Plan (SEP) DoDI 5000.02 MS A, B, & C

MS A: Supports TDS

MSS B/C: Supports AS

IUID Implementation Plan DoDI 5000.02 MS B&C Summarized in SEP

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

IOCBA

Technology Opportunities & Resources

MaterielSolutionAnalysis

FRPDecisionReview

FOC

Materiel DevelopmentDecision

User Needs

Changes to Decision Points

Old (2003) New (2008) Change from 2003Concept Decision (CD)Materiel Development Decision

(MDD)MDD required prior to entering the process at any point

Design Readiness Review DRR

Post-CDR Assessment MDA’s assessment of PM’s CDR Report

PDR CDR

CDD CPD

ICD

AoA

Pre-Systems Acquisition Systems Acquisition Sustainment

Post CDRAssessment

PDR

Technology Developme

nt

Production & Deployment

Operations &

Support

Engineering and Manufacturing Development

Post-PDR Assessment MDA’s assessment of PM’s PDR Report (if PDR after MS B)

N/A

C

or

Post PDRAssessment

Defense Acquisition Management System 2008

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

PDR Before Milestone B•Planned for in Technology

Development Strategy•PDR Report provided to MDA at MS B

• Includes recommended requirements trades

B

Engineering & Manufacturing Development

C

TechnologyDevelopment

PDR CDR

CDD CPD

Post CDRAssessment

PDR

or

PDR After Milestone B•Planned for in Acquisition Strategy•PDR Report provided to MDA prior to

Post PDR Assessment•Reflects requirements trades•At Post PDR Assessment, MDA

considers PDR report; determines action(s) required to achieve APB objectives and issues ADM

Post PDRAssessment

Preliminary Design Review

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

Engineering & Manufacturing Development Two Major Efforts

B C

PDR CDR

CDD CPD

Post CDRAssessment

PDR

or

Integrated SystemDesign

System Capability &Manufacturing Process

Demonstration

Old (2003) New (2008) Change from 2003

System Design Integrated System Design Establishment of Product Baseline for all Configuration Items

System Demonstration

System Capability & Manufacturing Process Demonstration

Manufacturing processes effectively demonstrated; production-representative article(s) demonstrated in intended environment; T&E assesses improvements to mission capability and operational support based on user needs.

Post PDRAssessment

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

Systems Engineering: Renewed Emphasis

• Systems Engineering Plan (SEP) Required at Each Milestone

• MDA is Approval Authority for the SEP

• PEOs Must Have Lead Systems Engineer – Oversees SE Across PEOs Portfolio; Reviews SEPs; Assesses Performance of Subordinate Systems Engineers with PEO and PM

• Event-driven Technical Reviews Required – with SMEs Independent of Program, Unless Waived by MDA

• Requires Configuration Management to Establish and Control Product Attributes and the Technical Baseline

• Spectrum Supportability Determination Required, Where Applicable

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

Systems Engineering (Cont’d)

• ESOH Risk Management Required to be Integrated with Overall SE Process

• PESHE (Programmatic ESOH Evaluation) Required of all Programs Regardless of ACAT

• Requires PMs to Employ Modular Open Systems Approach to Designs

• Addresses PM Support of Mishap Accident Investigations

• Data Management Strategy Required to Assess Long-term Technical Data Needs of the System – Included in Acquisition Strategy (ACAT I & II Programs)

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

• Initial Technical Review (ITR)• Alternative Systems Review (ASR)• Systems Requirements Review

(SRR)• System Functional Review (SFR)• Preliminary Design Review (PDR)• Critical Design Review (CDR)• Post-PDR Assessment (Post-PDRA)

• Post-CDR Assessment (PCDRA)• Test Readiness Review (TRR)• System Verification Review (SVR)• Functional Configuration Audit

(FCA)• Production Readiness Review (PDR)• Operational Test Readiness Review

(OTRR)• Physical Configuration Audit (PCA)

• Technology Readiness Assessment (TRA)

• In-Service Review (ISR)

IOC

Technology Development

Engineering and Manufacturing Development

Production & Deployment

Operations &

SupportFRP DecisionReview

FOC

Post-CDR A

MaterielSolutionAnalysisMateriel Development Decision

BA CProgramInitiation

ITR ASR

TRA

SRR SFR PDR CDR

TRA

TRR SVR (FCA)/PRR

PCAISR

PostPDR A

PDR

or

Systems Engineering Technical Reviews

UNCLASSIFIED

Joint Program Executive Office for Chemical and Biological Defense

Near-Term Actions

Systems Engineering: Increased Rigor & Leadership-level Attention

Systems Engineering: Increased Rigor & Leadership-level Attention

• Detailed Checklist→Define the Systems Engineering Policy Difference→Old vs. New DoD 5000

• Team of Independent Engineers/Acquisition Analysts→Apply Checklist to Every Program by June 5, 2009→Define all DoD 5000 Systems Engineering “Compliance Gaps”

• Results →Provide Results to Joint Project Managers→Position JPMs to Engage in “What Makes Sense” Discussion with

JPEO→Close Compliance Gaps Where Prudent