Ndia program management systems minutes april 26

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NDIA Program Management Systems Minutes April 26 ? 29, 2004

Program Management Systems Committee Workshop April 27, 2004

Jim Gasbarro gave opening remarks and information about this year's attendance. In attendance were:

James Gasbarro, Humphreys & Associates Robert Loop, Raytheon Buddy Everage, Computer Sciences Corporation Peter Wynne, Lockheed Martin Aeronautics Company Gay Infanti, Northrop Grumman Wayne Abba, Dekker, Ltd. Walt Berkey, Lockheed Martin Garrett Coleman, U.S. Department of Veterans Affairs John Garrett, USAF Edward Watte, USAF Alan Lachel, USAF James Gordon, NRO Susan Meyer, MITRE DeDe Gimian, Northrop Grumman Gene Adams, Northrop Grumman Beverly Solomon, Northrop Grumman Judie Edwards, MDA/EUC David Melton, Missile Defense Agency Jim Wrisley, Performance Management Associates, Inc. Floyd Reece, Raytheon Neil Albert, MCR Joan Ugljesa, AIM Diane Neff, Batelle Ted Rogers, NAVAIR Anthony Plaisance, Northrop Grumman Richard Zell, HQ DCMA Gary Troop, C/S Solutions, Inc. David Bailey, OSD/PA&E/DCARC Kevin Martin, KManagement Group Bill Altman, Battelle

Ruth Franklin, Director NDIA Procurement, covered administrative matters.

Jim Gasbarro, Humphreys & Associates, called for nominees for participation on the atlarge Director positions. A decision is needed by May, and definitely for the June Procurement meeting.

Peter Wynne, Lockheed Martin, gave an update on the ANSI Intent Draft Guide which will be posted on the NDIA website and distributed for a wider use and comment.

Walt Berkey, Lockheed Martin, presented an update to the reciprocity agreement between APM and NDIA dealing with the ANSI implementation in the UK.

Bob Loop, Raytheon, presented the EVMS Surveillance Guide which will be posted to the NDIA website for further distribution and use.

Richard Zell, DCMA, spoke about the effectiveness of Joint Surveillance. He stated they are finding some non-compliance across the board at a particular large company. Wayne Abba, Dekker Tracker, ? How handled within Contracting and Acquisition Policy. Wayne questioned how to get DCMA local sites to use the policy. Possibly through Advance Agreements & Single Process Initiatives ? Even across the board application is to put a standard out within an ANSI family of documents. Publish under DAU or NDIA website. Maj. Garrett reminded us that the guide is not a standard, it will never be contractual / compliance guide. Government support ? if they use, then we're on the right path. There was some disagreement over what the government is looking for. Good clearinghouse perhaps.

1. It is the industry guide for surveillance. 2. Customers (prime or government) recommend adoption of guide to facilitate

one approach. 3. 2-year update cycle 4. Post on website 5. Clearinghouse NDIA PMSS 6. Contract takes precedence

Jim Gasbarro ? Called for any volunteers for the Fall conference, which needs an industry co-chair. Neil Albert, MCR, volunteered. Jim announced the next meeting of the PMSC will be in August and hosted by Battelle in Columbus, OH

Gay Infanti, Northrop Grumman, said the Risk Management survey is not all done with the survey results. The Survey runs through June 30 for closure. Preliminary results show stovepiped processes EV vs RM. The next step is to finalize the survey and publish the results.

Joan Ugljesa, AIM, presented the status of the EDI working group. The ANSI X-12 standard was pushed by DOD including funding for the effort. XML is more user friendly and uses English tags, but need to use a schema to describe the cost and schedule

terms. Joan is looking for sponsorship with the industry XML standards group and has asked for help in soliciting participation for sponsorship.

Peter Wynne presented the recently revised DCAA Audit Guidance.

Program Management Systems Committee Meeting April 28, 2004

Jim opened with a call to order. In attendance were:

Jim Gasbarro, Humphreys & Associates Peter Wynne, Lockheed Martin Aeronautics Company Wayne Abba, Dekker, Ltd Robert Loop, Raytheon Ivan Bembers, NGA Walt Berkey, Lockheed Martin Jim Wrisley, Performance Management Associates, Inc. Randy Steeno, The Boeing Co. Joan Ugljesa, HIM Eleanor Haupt, USAF Buddy Everage, Computer Sciences Corporation Neil Albert, MCR Floyd Reece, Raytheon Beverly Solomon, Northrop Grumman DeDe Gimian, Northrop Grumman Gene Adams, Northrop Grumman Ted Rogers, NAVAIR Diana Neff, Battelle Bill Altman, Battelle Peter Deacon, General Dynamics Garrett Coleman, U.S. Department of Veterans Affairs John Garrett, USAF Ray Nulk, US Army Mike Donnelly, DOE David Melton, Missile Defense Agency Anthony Plaisance, Northrop Grumman Gay Infanti, Northrop Grumman Larry Axtell, OUSD (AT&L) AR&A Debbie Tomsic, OUSD (AT&L) AR&A Ronald Lile, OSD (PA&E) Robert Currie, Technomics, Inc. Kevin Martin, KManagement Systems Group Richard Zell, HQ DCMA

Peter Wynne announced the previous meeting (from February 2004) minutes are now posted to the NDIA website along with the charts that were presented.

Debbie Tomsic, OSD Acquisition Resources & Analysis, introduced Larry Axtel as her backup. Debbie gave an update of OSD activity.

EVM ACTIVITIES ? Defense Acquisition Management Information Retrieval. Help OSD better perform their oversight activities. Pull data quicker from official sources. Sept. implementation. ? WBS Handbook ? Award Contract to update the MIL Handbook 881 ? web accessible. ? OSD EVM website ? noteboard transferred to ACV in January 2004. (acq.osd.mil/pm), existing OSD website to be maintaining links and other improvements. ? AT&L Acquisition Community ? [didn't capture all comments...see presentation] ? International Performance Management Council ? 10 year U.S. MOU with Canada/Australia '95. UK bilateral agreement. Other countries (Japan/Sweden) expressed interest. Office of International Co-op working to update/extend for 10 more years in November '05. Australia current chair in last November meeting. 1 year role.

EVM POLICY Taskings from Chris Hilder, Australian Exchange Officer for 1 ? years, 1 year with DCMA, last ? year with AT&L.

? Current EVM Policy o Limited to DOD 5000.2 Regulatory Reqs Table. Apply EV over RDT&E $73M; procurement $315M. o 5000.2 ? R now a guidebook (not mandatory) Still working the new Defense Acquisition Guidebook (EV in Chapter 12 proposed). Expecting completion summer of 2004.

? EVM Reporting Requirement o Eliminate C/SSR and "CPR -no criteria" ? Update CPR DID o 26 March DOD EVM working group (government only) consensus of changes to EVM policy in 5 areas Reporting Management Implementation Application IBRs

A Draft Policy paper is included in the package along with Updated CPR and IMS IDs to be made available for NDIA comment. The IMS transfers from the Air Force over to OSD. The revised OSD EVM Policy lowers threshold to $20M, but requires validation for $50M instead of $73M or $315M as it used to be.

? FFP ? leave up to PMs perceived risk on that contract. ? Establish new thresholds with no differentiation between RDT&E and

Procurement ? Anytime EVM is required, then IBR is required. ? Need for DOD Common IBR Handbook. ? Thresholds apply to cost/incentive contracts.

o Lower to $20M (from $73M and $315M) ANSI compliance, $20-50M guidelines one does not need an EV system rating

o Lower system validation to $50M o Raise EVM requirement to $20M (from $6.3M) o Require IMS at $20M o Require IBR at $20M ? Need to work out base year to measure from ? Not be retroactive. Can modify Contracts if appropriate

Follow-On Actions: Overall impact should be minimal. There are fewer contracts overall that will require EVM? Most contractors have a Validated system. How to/lessons learned in DOD guidebook and EVMIG (under DCMA). Collaborating much more closely with NASA.

Next Steps

Comments due by June 14, 2004. Joint Government/Industry Working Group meeting July 13-14 @ DAU Ft. Belvoir DAEC last October ? all members to provide a rep from each

6 industry, 1 rep from each, gov't agency 2 NDIA ? 15-20 total The action is to get back to DAEC in July/August 2004. Update DOD 5000.2 (issue interim guidance if necessary) Update Defense Acquisition Guidelines Update DFARS clauses Policy ready to implement in 6-9 months if no major issues July meeting ? bring together the ideas. Clearinghouse ? bring up items. Opportunity to bring non-attribution items. Gay Infanti asked about the bottom level working group and the mid level bosses of the working level. How gather information in a cooperative, systematic frequency Suggestion ? NDIA gather in April. Fall Conference late year.

NDIA Taskings Response to policies and DIDS by the middle of May. Bring forward any application issues

The briefing and policy/DID attachments were distributed via email.

Ron Lile, OSD DCARC Update

Ivan Bembers ? National Geospatial Intelligence Agency Defense mapping and imaging Integrated contract performance management 19 October 2001

Integration of EVM, IMS, TPMS in the management of NGA programs

Mike Donnely ? DOE Update

Require EVM and certification of EVM $20M and up. Relationship with DCMA as executive agent. Lockheed Martin certification completed recently. DOE application guide in work

Wayne Abba ? International Update

IPMC ? Australia and Canada. Other countries encouraged to participate. Govt to Govt dialogue. NDIA ? holding meetings with International industry counterparts General ? CPM/PMI/NDIA. DCMA not in the education long term commitment to train.

Peter Wynne announced again the location and host of the next Committee meeting. Jim Gasbarro gave the final wrap up and announced that the next day's executive theme was "no theme"...just an EVM update from each agency.

Program Management Systems Committee Government EVM Panel April 29, 2004

Jim Gasbarro made opening remarks. In attendance were: LTC Raymond Nulk, U.S. Army John Garrett, U.S. Air Force Robert Buhrkuhl, OSD (AT&L) Richard Zell, HQ DCMA ? OCS Keith Kratzert, FAA James Gordon, NRO David Melton, MDA Ivan Bembers, NGA David Muzio, OMB/OFPP David Treacy, DOE Bill Simpson, NASA Peter Wynne, Lockheed Martin Aeronautics Company James Gasbarro, Humphreys & Associates, Inc. Robert Loop, Raytheon

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