PMSC Committee Documents
PMSC Committee Documents
Complementary documents to the ANSI/EIA 748 Standard for Earned Value Management Systems
- Earned Value Management Systems Intent Guide to the ANSI/EIA Standard for EVMS (ANSI/EIA 748). Revision August 2012.
This guide provides additional insight into the 32 guidelines identified in the EVMS standard. For each guideline, the Intent Guide describes the value to management, more information about the intent of the guideline, typical attributes, and what objective evidence can be used to demonstrate a guideline has been met.
The Intent Guide was updated in August 2012 to clarify the intent statements for Guidelines 8 and 30.
- Earned Value Management System Acceptance Guide. Revision November 2006.
This guide defines a process that can be used to design and implement an EVMS that satisfies the requirements in the ANSI/EIA Standard for Earned Value Management Systems. It provides guidance to assist in evaluating an EVMS, producing the necessary documentation, and obtaining compliance recognition.
- Earned Value Management Systems Application Guide. Revision May 2011.
This guide is designed to assist any organization with the planning process to effectively implement and use an EVMS through all phases of the acquisition life cycle.
- Integrated Baseline Review Guide. Revision September 1, 2010.
This joint industry and government guide describes the attributes of an effective Integrated Baseline Review (IBR) and how an baseline review process can lead to a better understanding of program risks. It provides a common definition and overall framework for the IBR process.
- Planning and Scheduling Excellence Guide (PASEG). Revision June 2012.
This joint industry and government guide is geared for the Program Leadership Team and Planning/Scheduling professionals to recognize the value of an Integrated Master Schedule (IMS) by understanding scheduling concepts, promoting good scheduling processes, and realizing the consequences of poor processes. Using the PASEG document, the program team can build and maintain more robust and dynamic schedules that provide a roadmap for improved program execution.
- Surveillance Guide. Revision February 2011.
This guide can be used as the basis to implement EVMS surveillance in accordance with the ANSI/EIA Standard for Earned Value Management Systems.
- Earned Value Management in a Production Environment
The purpose of this white paper is to define terms, explain typical production practices, and relate them to EVM terminology and practices. Many companies operate their EVM system (EVMS) on production efforts, including Firm Fixed Price (FFP) contracts where no EVMS requirement exists. Many production contracts do have EVMS requirements - often early production efforts are cost plus contracts or fixed price incentive contracts. When EVMS requirements exist, companies must be able to demonstrate compliance to the 32 guidelines in the ANSI/EIA-748 Standard for Earned Value Management Systems. As a result, it is critically important that contractor and government personnel understand how the 32 guidelines apply to production activity. This white paper is intended to help all parties understand that production activity may result in different EVMS focus or usage while still complying with the 32 guidelines.
- Integrating Risk Management with Earned Value Management
Summarizes a study of the current status of integrating risk management with EVMS conducted by the NDIA PMSC Risk Management Working Group. This study used a survey to determine what program managers are doing and thinking about EVM and risk management - are they integrating them, how are they integrating them, and what are the perceived barriers to process integration. The Defense Acquisition University (DAU) hosted the survey that was conducted from October 2003 through June 2004. The survey results and analysis are presented in this paper along with a number of recommendations for further work to enable and improve the integration of EVM and risk management. The Risk Management Working Group's findings, recommendations, and guidance concerning risk management and EVM integration were incorporated into the Earned Value Management Systems Application Guide.
- Depicting Schedule Margin in Integrated Master Schedules
This paper discusses practices for depicting Schedule Margin in Integrated Master Schedules and project schedules and to communicate recommendations for revising related guidance and direction to incorporate these best practices. The scope of the discussion is limited to the techniques of depicting Schedule Margin in project schedules. The two most common methods to depict Schedule Margin in the schedule are the use of buffer tasks and the creation of deadlines that are earlier than contractual milestones. Techniques for quantifying Schedule Margin are referred to when they are germane to the topic but are not the focus of this paper and are discussed only as necessary.
- Services Contracts and Earned Value Management (EVM)
This white paper was developed by the PMSC’s EVM for Services working group, which was initially chartered to investigate the application of EVMS to contracts for services and to recommend policy and process guidance to support the use of EVMS to manage services work. The premise of the paper is that EVM is suitable for managing many types of service contracts provided that the services contain characteristics prerequisite to the use of EVM, and the contracts contain specific elements to enable EVM use by the supplier. In the absence of these characteristics or contractual elements, other management techniques may be more appropriate and useful to the program manager. The white paper addresses challenges associated with managing contracts for services, current approaches for using EVM to manage service contracts that contain EVMS requirements, and best practices for managing service contracts. In addition, the paper also recommends a review of various policy documents for the purpose of identifying changes that would improve service contracting and facilitate service contract management by enabling selective application of management requirements, which are most suitable for the contracted work elements. Submit any comments or feedback on this white paper to the PMSC points of contact, David Muzio at firstname.lastname@example.org and Eric Christoph at eric.christoph@L-3com.com.
Committee Letters to DoD
Related DoD and OMB Documents
Brett Lambert (USD AT&L) memo to the Defense Industrial Base regarding industry participation for the Sec Def directed USD (AT&L) Efficiency Initiative dated July 13, 2010.
Ashton Carter (USD AT&L) memo to Acquisition Professionals regarding Better Buying Power: Mandate for Restoring Affordability and Productivity in Defense Spending dated June 28, 2010.
Gary Bliss (Director, PARCA) memo to industry regarding the Performance Assessments and Root Cause Analyses (PARCA) EVMS Stakeholders meeting on June 24, 2010 (dated June 10, 2010).
DoD memo regarding designation of Gary Bliss as the senior official within OSD for Performance Assessments and Root Cause Analyses (PARCA), dated January 04, 2010.
Defense Support Team (DST) Report to Congress on EVM. September 1, 2009. (15.6 MB - may take some time to download)
The Department of Defense, Office of the Under Secretary of Defense, Acquisition and Technology (A&T), prepared this report in response to Section 887 of the Fiscal Year 2009 National Defense Authorization Act. This document reflects the DoD point of view. Industry’s input to DoD during the preparation of the report is reflected in the CODSIA Letter to Shay Assad which is posted under the Committee Letters to DoD section. The NDIA PMSC recommends reading both documents to gain a full appreciation of the issues from the DoD and industry perspectives.
John Young (OUSD AT&L) Memo regarding EVM performance, oversight, and governance and forming the Defense Support Team (DST), January 2009.
- DoD Memo on communication policy with industry for matters related to program performance and complementary DoD and industry business practices/policy, November 2008.
- DoD Memo on EVM requirements and reporting regarding EVM implementation issues on DoD contracts, August 2008.
- John Young (OUSD AT&L) testimony to the Senate Armed Services Committee, June, 2008.
- DoD letter to NDIA recognizing the update to the ANSI/EIA-748 Standard for EVMS, July 2007.
- DoD Memo regarding implementation of the Central Repository System, July 2007.
- Memo regarding the use of EVM in the DoD, July 2007.
- DOD Memo regarding DCMA EVM Executive Agent roles and responsibilities, April 2007.
- DoD letter recognizing the NDIA PMSC Intent Guide, February 2007.
- OMB letter to the NDIA PMSC acknowledging NDIA PMSC role as focal point for common EVM practices in industry and government agencies. Also cites the various NDIA PMSC guides. September 2005.
- Federal Agency EVM Policy Summary, February 2012.
This PMSC reference document summarizes the EVM policy of the various federal agencies. This document will be updated on a regular basis as more information is discovered or made available to the NDIA PMSC. Contact the Chair or Vice Chair to submit updates or additional content for this document.
- Earned Value Management System Standard Equivalence Agreement
The NDIA PMSC has signed an equivalence agreement with its counterpart in Great Britain, the association for Project Management. This agreement recognizes the equivalence of their respective EVMS documents in contracts, partnering agreements, and other applicable business transactions. The agreement, which took effect on July 1, 2004, remains in effect until either group provides written notification to the other of an intention to withdraw.