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