NDIA PMSC Guides Update
Working Group
26 August 2010
Gay Infanti
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Guide Update Process/Timeline
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Survey conducted in Spring 2009 indicated PMSC Guides require
update; in future, guides will be reviewed/maintained on a regular
cycle
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PMSC decision to tackle IBR guide first
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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; joint team
reached agreement on main body of guide
•
Significant update to Pre-Award IBR section in December
•
Second draft release in January. Comments addressed and
incorporate; revised draft distributed on 4/14/10
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Formal PMSC membership voted to approve IBR Guide as working
draft, for 2-month use/comment period prior to final publication
•
IBR Guide, Revision 1, dated 9/1/2010, approved for publication on
25 August 2010
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Guide Update Process/Timeline (continued)
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Surveillance Guide team formed and update begun in April
•
Draft Surveillance Guide, Revision 1 (7/28/10) distributed to PMSC
members review/comment on 3 August 2010
• Final revision targeted for completion by 1 October
• Vote to approve for publication tentatively scheduled for November
10th
Acceptance Guide update started; completion date is TBD
Application Guide update started; lead is TBD
Intent Guide updated last Spring to incorporate corrections and align
with EIA 748-B
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– Currently awaiting feedback from DCMA’s EVMC
– Collecting recommendations from other sources, e.g., the Scheduling WG
– Will likely recommend an out-of-cycle revision to the Intent Guide for PMSC
Board and PMSC membership concurrence
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Guides Update Project Organization
Guides Update Steering
Group
Gay Infanti – Lead
Joan Ugljesa
Randy Steeno
Surveillance Guide
Dave Roberts Lead
Acceptance Guide
Buddy Everage Lead
IBR Guide
Dave Roberts Lead
Application Guide
Lead - TBD
Intent Guide
Lead - TBD
Individual Guide Update
Team Participants Shown
on Subsequent Slides
Team Members Invited to
Support All Guide Updates
as Applicable to Their
Subject Matter Expertise
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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IBR Guide Update Team
Industry Participants
Government Participants
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Matt Pflieger - Battelle
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Fred Meyer – Air Force
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Marty Doucette – Pilgrim Companions
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Bob Loop - Air Force
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Bill Mendelsohn - ITT
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Keith Samuels – Army
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Scott Gring - Lockheed
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Mia Lasat – Army
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Mitzi Shepard - Lockheed
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Jesse Stewart – DAU
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Ruth Taylor – Lockheed
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Robert Pratt – DAU
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Dave Roberts – Navigant ( IBR Guide
Lead)
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Roberta Tomasini - DAU
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Dennis Chapman – DCMA EVMC
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Brian Kong – DOE
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Matt Gonzales – JPL
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Ken Poole – NASA
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Beau Willis – Navy
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Anita Cukr – Navy
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Ted Rogers – NAVAIR
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Annette Junek - NAVAIR
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David Driver – Navy
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Aaron Risdal – Navy
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Lt Col David Arrieta – OSD
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Todd Schulzetenberg - Raytheon
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Ed Silva - Raytheon
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Dale Gillam – SAIC
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Jim Brasell – Unisys
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Pam Brooker – Battelle
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Pete Wynne – Lockheed
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Gay Infanti – NGC (Guides Update Lead)
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Evelyn Neely – Raytheon
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Frank Malsbury – Raytheon
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Richard Childress – Unisys
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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IBR Guide Status
•
Working draft of IBR Guide unanimously approved in May for
publication on NDIA PMSC website as a working draft for use and
comment
Formal comments were requested during a two-month period ending
15 July 2010
33 formal comments and recommendations were received from PMSC
member companies and government agencies
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– All were adjudicated, documented along with the rationale for acceptance
or rejection (23 accepted in whole or in-part;10 rejected), and ratified by the
PMSC Board
– A documented Summary and Disposition of Comments was distributed
with the final revision of the document to the PMSC membership and
individually included in formal responses sent by PMSC to the companies
and agencies to acknowledge and thank them for their comments
•
Yesterday, the final revision was approved for publication on the NDIA
PMSC website effective 9/1/10
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Summary of IBR Guide Changes
• Established new standardized format/style for this guide; plan to
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use on all PMSC guides
Improved applicability and use for non-DOD agencies and for inhouse IBRs
Improved 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
Included CAM/PM/IPT risk discussion objectives for each of the
following risk areas: technical, cost, schedule, resources &
management
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Summary of IBR Guide Changes
• Added recommended content for IBR Preparation
– Objectives, entrance/exit criteria
– Training
– Data requests
• Included typical IBR execution agenda
• Clarified that IBR is not an EVMS review
– EVMS should be reviewed in connection with management system risk
only
– EVMS risk should be assessed by checking its status via coordination
with applicable CFA responsible for EVMS surveillance
• Additional material/guidance added regarding pre-award IBR
– Acquisition planning guidance to identify when pre-award IBRs should
be considered
– Mechanisms for applying and funding pre-award IBR requirements
– Key process differences associated with timing of pre-award IBRs, e.g.,
availability and maturity of data available prior to contract award
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Surveillance Guide Update Team
Industry Participants
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Dave Roberts – Navigant Consulting
(Team Lead)
Government Participants
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Brian Kong – DOE
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Jim Fountain – DOE
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Laura Ayres, Price Waterhouse Coopers
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Tom Bruder - DOE
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Pam Brooker – Battelle
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Aaron Risdal – Navy
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Bill Mendelsohn - ITT
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Scott Gring – Lockheed Martin
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Lucy Haines – Lockheed Martin
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Mitzi Shepard – Lockheed Martin
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Pete Wynne – Lockheed Martin
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Marty Doucette – Pilgrim Companions
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Mike O’Neill- Raytheon
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Andrew Dorsey – Orbital Sciences
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Amy Martz – Raytheon
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Chris Nicholson, Northrop Grumman
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Gay Infanti, Northrop Grumman (Guides
Update lead)
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Surveillance Guide Status
•
Draft revision distributed to PMSC members for review and comment
on August 3rd
Comments requested by 1 September 2010
Submit comments to:
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– Dave Roberts at David.Roberts@navigantconsulting.com
– Gay Infanti at gay.infanti@ngc.com
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All comments are welcome but preferred approaches, which facilitate
consolidation and review by the team, are:
– Mark-ups of the draft document using M/S Word‘s Track Changes menu
command, or
– Inserted comments using M/S Word’s Insert Comments menu command
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Alternatively, you may submit comments via email referencing the
sections and paragraphs to which they refer
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Summary of Surveillance Guide Changes
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Objective - Update Surveillance guide based on:
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Changes in EIA 748-B
Latest government guidance/policy
Survey results
Lessons learned and best practices
Increased focus on perceived gaps in earlier version:
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Applicability of the PMSC Surveillance Guide (vs. the SSOM)
Risk and opportunity management
Schedules
Subcontractor surveillance
Data anomaly prevention
Accuracy/integrity of management report
Collection, tracking and use of surveillance results for subsequent year
surveillance planning and system-level process improvements
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Replaced most of Section 6.3, deemed too detailed and overly-prescriptive
with more generic guidance on collection/use of data and metrics
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Reformatted and modified terminology/definitions consistent with IBR Guide
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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Next Steps
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Surveillance Guide
– Receive, disposition, and incorporate comments received by 9/1/2010
– Publish final revision by 1 October; distribute to PMSC membership for
review
– Hold formal vote to approve for publication (tentatively scheduled for
November)
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Acceptance Guide
– Buddy Everage leading this team
– Tentatively planning a reciprocity workshop for the fall IPM Conference
– Currently accepting members; if interested, please notify Buddy
(beverage@mcri.com) or Gay
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Application Guide
– Starting point will be the version of the Acceptance Guide containing the
RM/EVM Integration Guidance recommended by the original PMSC Risk
Management WG
– Currently seeking team lead and members
– Targeting year-end for completion of first draft for review/comment
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Intent Guide –further revision prior to May 2012 is still TBD
Copyright @ 2010 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.
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