Joint Program Executive Office for Chemical and Biological Defense
Acquisition Policy Changes:
Systems Engineering Focus
Defense Acquisition Management System,
DoD Instruction 5000.02
May 6, 2009
Chemical Biological Defense Acquisition
Initiatives Forum (CBDAIF)
Dave Ferris
Chief Systems Engineer
Joint Program Executive Office for
Chemical and Biological Defense
David.ferris@jpeocbd.osd.mil
703.681.0813
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.
b.
c.
d.
e.
Design Engineering
Specialty Engineering
Test Engineering
Logistics Engineering
Production Engineering
UNCLASSIFIED
Joint Program Executive Office for Chemical and Biological Defense
Defense Acquisition Management System
2008
Technology Opportunities & Resources
User Needs
MS A
Strategic
Guidance
Joint
Concepts
FAA FNA
JCD
FSA
ICD
MDD
Materiel
Solution
Analysis
TechDev
MS B
CDD
AoA
OSD/JCS COCOM
MS C
Engineering &
Manufacturing
Development &
Demonstration
CPD
Full Rate
Prod DR
Production &
Deployment
Incremental Development
FCB
SYSTEMS ENGINEERING
Systems Engineering Is Throughout the Life-Cycle
UNCLASSIFIED
O&S
Joint Program Executive Office for Chemical and Biological Defense
Systems Engineering Related Regulatory
Requirements Added/Revised For All Programs
Requirement
Reference
When Required
Comment
Preliminary 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
Assessment
Assessment
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
Defense Acquisition Management System
2008
User Needs
Technology Opportunities & Resources
A
ICD
Materiel
Solution
Analysis
Materiel
Development
Decision
B
Technology
Developme
CDD
nt
C
Engineering and
Manufacturing
Development
Post PDR
Assessment
AoA
PDR
Pre-Systems Acquisition
PDR
or
IOC
Production &
Deployment
CPD
Post CDR
Assessment
CDR
Systems Acquisition
FRP
Decision
Review
FOC
Operations
&
Support
Sustainment
Changes to Decision Points
Old (2003)
New (2008)
Change from 2003
Concept Decision (CD) Materiel Development Decision MDD required prior to entering
(MDD)
the process at any point
N/A
Post-PDR Assessment
MDA’s assessment of PM’s
PDR Report (if PDR after MS B)
Design Readiness
Post-CDR Assessment
MDA’s assessment of PM’s
Review DRR
CDR Report
UNCLASSIFIED
Joint Program Executive Office for Chemical and Biological Defense
Preliminary Design Review
B
C
Technology
Development
Engineering & Manufacturing
Development
CDD
CPD
Post CDR
Assessment
Post PDR
Assessment
PDR
PDR
CDR
or
PDR Before Milestone B
• Planned for in Technology
Development Strategy
• PDR Report provided to MDA at MS B
• Includes recommended
requirements trades
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
UNCLASSIFIED
Joint Program Executive Office for Chemical and Biological Defense
Engineering & Manufacturing Development
Two Major Efforts
B
C
Integrated
System
Design
CDD
System Capability &
Manufacturing Process
Demonstration
CPD
Post CDR
Assessment
Post PDR
Assessment
PDR
PDR
CDR
or
Old (2003)
System Design
System
Demonstration
New (2008)
Change from 2003
Integrated System Design Establishment of Product Baseline for all
Configuration Items
System Capability &
Manufacturing processes effectively
Manufacturing Process
demonstrated; production-representative article(s)
Demonstration
demonstrated in intended environment; T&E
assesses improvements to mission capability and
operational support based on user needs.
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
Systems Engineering Technical Reviews
A
Materiel
Solution
Analysis
B
ASR
Post
PDR A
SRR
SFR
C
Engineering and
Manufacturing
Development
Technology
Development
Materiel
Development
Decision
ITR
Program
Initiation
PDR PDR CDR
IOC
FOC
Production &
Deployment
Operations
&
Support
FRP
Decision
Review
PostCDR A
TRR
SVR (FCA)/
PRR
PCA
ISR
or
TRA
• 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)
TRA
•
•
•
•
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)
UNCLASSIFIED
• Technology Readiness
Assessment (TRA)
• In-Service Review (ISR)
Joint Program Executive Office for Chemical and Biological Defense
Near-Term Actions
• 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
Systems Engineering: Increased Rigor & Leadership-level
Attention
UNCLASSIFIED