Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee...

Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved..

Dave Roberts

NDIA PMSC IBR Guide Update

February 3-4, 2010


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Guide Update Process/Timeline

Survey conducted in Spring 2009 indicated PMSC Guides require update

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; team reached agreement on main body of guide

Significant update to Pre-Award IBR section in December

IBR Guide review draft distributed to industry and government for 30-day review and comment 1/5/10


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Initial Guides Update Team

Bob Loop – Lockheed (Lead) Dale Gillam - SAIC Matt Pflieger - Battelle Dave Roberts - Navigant Scott Gring - Lockheed Mitzi Shepard - Lockheed Ruth Taylor - Lockheed Ed Silvia - Raytheon Marty Doucette – EVMS Services Todd Schulzetenberg - Raytheon Bill Mendelsohn - ITT Jim Brasell - Unisys


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Expanded Team – IBR Guide

Matt Pflieger - Battelle

Marty Doucette – EVMS Services

Bill Mendelsohn - ITT

Scott Gring - Lockheed

Mitzi Shepard - Lockheed

Ruth Taylor – Lockheed

Dave Roberts – Navigant ( IBR Guide Lead)

Todd Schulzetenberg - Raytheon

Ed Silvia - 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


Significant Changes

● Numerous changes intended to– Improve applicability and use for non-DOD agencies and for

in-house IBRs– Improve 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

● Objectives of PM,CAM discussions for:

– Technical– Cost– Schedule– Resources– Management

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Significant Changes

● IBR Preparation– Objectives, entrance/exit criteria– Training – Data requests

● IBR execution– Typical agenda

● Clarified that IBR is not an EVMS review– EVMS should be in connection with management system risk only,

along with other management systems– EVMS risk assessed by checking its status via coordination with

the applicable CFA responsible for EVMS surveillance

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Additional Changes Based on PMSC Feedback

Additional material/guidance added regarding pre-award IBR– Now addressed in the Guide’s Foreword and Executive

Summary– Better-integrated into the document overall (no longer appears to

be an “afterthought”

Added pre-award IBR acquisition guidance to explain– When pre-award IBRs should be used– Mechanisms for applying and funding pre-award IBR

requirements

Inserted additional comments/questions received for further discussion/adjudication by the IBR Guide Update Team

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Next Steps

Conduct IBR Team telecon(s) to discuss a few additional comments/questions received during 30-day comment period, as well as the new pre-award content, and agree on final revisions

Distribute final review draft for review/comment– Industry via PMSC members– Government via IBR Guide Team participants– Non-DOD agencies not represented in the team via CAIWG– OMB, OFPP since IBR Guide is a recommended reference for

all federal agencies

Approve and publish revised IBR Guide; PMSC vote tentatively scheduled for April NDIA PMSC meeting

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Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee...

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