NDIA PMSC Services Subcommittee
Status Update
April 2007
NDIA PMSC Services Sub-Committee Overview
• Problem Statement:
– EVMS is being applied to a variety of services type work scenarios
and there is no consistent guidance or policy on how EVMS should be
implemented
• Charter for Subcommittee:
– To develop and recommend policy, process guidance, and/or training
to support the implementation of EVMS on services type work
• Targeted Exit Criteria:
– White Paper - “Guidance for Implementing EVMS on Services Work”
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NDIA PMSC Services Sub-Committee Volunteers
• Lead:
– Dale Gillam, SAIC (gillamd@saic.com/ 703-431-6398)
• Sub-committee volunteers:
– Neil Albert, MCR (nalbert@mcri.com/ 703-506-4600)
– Pete Deacon, SAIC (deaconp@saic.com/ 703-676-5321)
– John Duval, CSC (jduval1@csc.com/ 931-636-5982)
– Buddy Everage, BAE Systems (buddy.everage@baesystems.com/
703-822-1201)
– Gay Infanti, Northrop Grumman (gay.infanti@ngc.com/ 714-840-6078)
– Chris Nicholson, Northrop Grumman (chris.nicholson@ngc.com/
310-764-9286
– Dave Roberts, KPMG (daroberts@kpmg.com/ 214-840-2881)
Seeking Additional Participants –
Particularly Government Representatives
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Overview of Effort to Date
• Compiled list of “problems, issues, and/or challenges” with
implementing EVMS on services work
• Grouped these items by topical “theme”
– Initially tried grouping by 32 guidelines
– Then by 5 ANSI-748 categories
– Then by 9 process areas in EVMIG
– Found that none of these approaches worked and decided to let the
groupings emerge from the themes within the individual items
• The existing groupings are draft and could be combined or broken
out differently, but it served the point of helping to understand what
people were thinking about and what they consider most important
• The consolidated list provides a good spectrum of common aspects
and factors involved in implementing EVMS in services work
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Themes from Problems, Issues, and/or Challenges
(1 of 4)
1. EVMS environmental factors are evolving and impact management
• Traditional environment
• Current environment
• Ownership and Buy-in
2. Contracting
• Customer policy vs supplier requirement
• Contract type
• Award Fee
• Contract oversight and surveillance
3. Defining the scope of work
• Scope definition
• WBS Structure
• Hybrid type structure
• Subcontractor (or other organization) WBS integration
• Work Package definition
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Themes from Problems, Issues, and/or Challenges
(2 of 4)
4. EVMS integration and flow-down considerations to organizations
• Importance of accurate integration/ flow-down
• Program level EVMS
• Cross program/contract integration
• Subcontractor integration
• Small business prime contractors asking large business subcontractor to lead
EVMS implementation
5. Planning
• Span of control for CAMs
• Capacity planning
• Balancing requirements and budget
• Risk management
• Maintenance work
6. Scheduling
• Role of a time-phased resource plan useful as a baseline
• Services scheduling
• Interfacing with a customer owed schedule
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Themes from Problems, Issues, and/or Challenges
(3 of 4)
7. Resource estimating
• Role of a Basis of Estimate
• Integrating cost savings/avoidance strategies
• Hybrid contracts
8. Baseline Control
• Rolling wave planning
• Approval process for baseline changes
• Timeliness of incorporating baseline changes
• Integration of the CCB
9. Cost Control and Management
• Understanding the process costs
• Strategies for effective cost collection
• EVM cost collection vs financial reporting
• Work authorization
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Themes from Problems, Issues, and/or Challenges
(4 of 4)
10. EV Methods and Assessing BCWP
• Over reliance on LOE
• Measurement alternatives
• Relationship of actual costs to BCWP
• The importance data validation
11. Metrics, Data Analysis, and Reporting
• Set reasonable expectations
• Metrics definition
• Isolate important activities
• Role of variances in services work
• Impact on Reporting
12. Forecasting
• Estimating the unknown
• Leveraging FTE techniques for better ETCs
• Reconciling CAM forecasts
• Carryover across fiscal year re-planning periods
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Near Term Objectives
1. Solicit volunteers from Government and Industry partners
2. Need source material on implementing EVMS on services work
• Articles, presentations, lessons learned, surveys, POCs, etc.
3. PMSC members complete survey today and have discussion
4. Get consensus on the definition of services work
5. Get consensus on the value of EVMS on services work
6. Update and/or revise our consolidated list of topics
7. Determine what topics from our list are relevant to expand upon to
support items 4 and 5 above
8. Develop content and determine appropriate dissemination method
9. Other milestones
A. Provide draft content/status at August NDIA meeting
B. On CoEye Agenda for September
C. Requested Topical Workshop at November Conference
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Objective 4 – Definition of Services Work (FAR
37.101)
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“’Service contract’ means a contract that directly engages the time and
effort of a contractor whose primary purpose is to perform an identifiable
task rather than to furnish an end item of supply. A service contract may be
either a nonpersonal or personal contract. It can also cover services
performed by either professional or nonprofessional personnel whether on
an individual or organizational basis. Some of the areas in which service
contracts are found include the following:
(1) Maintenance, overhaul, repair, servicing, rehabilitation, salvage,
modernization, or modification of supplies, systems, or equipment.
(2) Routine recurring maintenance of real property.
(3) Housekeeping and base services.
(4) Advisory and assistance services.
(5) Operation of Government-owned equipment facilities, and systems.
(6) Communications services.
(7) Architect-Engineering (see Subpart 36.6).
(8) Transportation and related services (see Part 47).
(9) Research and development (see Part 35).”
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Objective 4: Questions
• Question 1: Is the FAR definition encompassing of your
understanding of services work?
– Answer 1: Yes ____
No _____
– Please elaborate:
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Objective 5: Questions
• Question 2: Is EVMS useful on services work as defined only in the
FAR definition?
– Answer 2: Yes ____
No _____
It Depends _____
– Please elaborate:
• Question 3: Is EVMS useful on services work as defined by the FAR
with your changes or additions in Answer 1?
– Answer 3: Yes ____
No _____
It Depends _____
– Please elaborate:
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Objectives 5 & 6: Questions
• Question 4: Is EVMS compatible with a performance-based
acquisition contract?
– FAR (37.102) states that based on the FAR definition, performancebased acquisition (see Subpart 37.6) is the preferred method for
acquiring services.
– Answer 4: Yes ____
No _____
It Depends _____
– Please elaborate:
• Question 5: What are your major problems, issues, and/or
challenges with implementing EVMS on services work?
– Answer 5:
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