Performance-Based Earned Value ®

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DOD Guide Matrix
Technical Performance
Technical Baseline
DoD EVM Implementation
SE Leading Indicators
The following tables summarize  DoD policy and Guides for integrating Earned Value with the technical baselines and technical performance. 
DoD policy is DoD Instruction 5000.02 (POL).
Guides:
· Defense Acquisition Guidebook (DAG)

Systems Engineering Plan Outline (SEP)

• Work Breakdown Structure Standard, MIL-STD-881C (WBS)

• Integrated Master Plan and Integrated Master Schedule Preparation and Use Guide (IMP/IMS).

• Guide for Integrating SE into DOD Acquisition Contracts (Integ SE)

Defense Acquisition Program Support Methodology (DAPS) 

 

Figure 1

DoD Policy or Guide

POL

DAG

SEP

 

WBS

IMP/

IMS

Integ

SE

DAPS

Technical Baselines in IMP/IMS (Milestones):

·        Functional (SFR)

·        Allocated (PDR)

·        Product (CDR)

 

  X

 

 

 

X

X

Technical Reviews:

 

 

 

 

 

 

 

·        Event-driven timing of technical reviews

 X

 X

X

X

X

X

X

·        Success/exit criteria of technical reviews

 X

 X

X

X

X

X

X

·        Include entry and exit criteria for technical reviews in IMP and IMS

 

   X

X

 

 

X

X

  • Assess      technical maturity in technical reviews
 

 X

        X      X 
 

Rework and Negative EV:

       

·   System deficiencies that lead to reopening design will result in rework and earned value adjustments  

(DAG 4.3.2.4.2.3)

 

  X

 

 

 

 

 

 

Figure 2

DoD Policy or Guide

POL

DAG

SEP

 

WBS

IMP/

IMS

Integ

SE

DAPS

Integrate SEP with:

·        IMP/IMS

·        TPMs

·        EVM

 

None

  X

X

 

X

X

X

Integrate WBS with

·        Requirements specification

·        Statement of work

·        IMP/IMS/EVMS

 

None

 X

  X

X

X

X

X

TPMs on which the government receives  reports are defined as contract deliverables in the contract data requirements list (4.5.6.1).

 

None

  X     

Include a minimum set of TPMs and intermediate goals and the plan to achieve them with as-of dates (to provide quantitative insight into requirements stability and specification compliance).

(SEP 3.6)

 

None

   X    

Ensure requirements traceability from the lowest level component...to the user's capability document or other source document from which it was derived .

(DAG 4.2.3.1.4, SEP 4.3.2)

None

 
  X   X      

Link risk management (including risk mitigation plans), technical reviews, TPMs, EVM, WBS, IMS

 

 

None

 X

 

 

 

X

X

 

Figure 3

DoD Guide

    SEP

Integ

SE

Integrated Plans

 

·Flow integrated program plans to teammates, subs, suppliers

·Integrate across:

·SOW, SEP

·IMP/IMS

·Other plans and processes to support critical path    analysis, EVM, and risk management.

 

X

 

Proposal matrix correlates Government SEP with Offeror’s integrated SEP, SOW, IMP/IMS, WBS. (SEP 3.2, Integ SE 3.2.2.2)

 

X

 

X

Align the Prime Contractor’s SE Management Plan (SEMP) with the Program Management Office SEP.

          X