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Tools and Examples

DoD Guides

  • Over Target Baseline Over Target Schedule (OTB/OTS) Guide - PARCA released 9 Nov the published an official version of the OTB/OTS guide.  This has been completely revised from draft versions and focuses on effective OTB/OTS process.  It contains in section 3 the specific steps recommended for effective implementation.  Note:  An OTB/OTS never changes the current terms of the contract and is simply a process for establishing effective EVM baseline when warranted.
  • Integrated Program Management Report (IPMR) Implementation Guide - This guide contains application, tailoring, and interpretation clarification to the DI-MGMT-81861 IPMR DID.  It replaces the EVMIG application, tailoring, and interpretation sections and is specific to the new OSD EVM policy.
  • Defense Acquisition Guidebook (DAG) - The DAG is used by acquisition professionals as a reference source supporting DoD Directive 5000.1 and DoD Instruction 5000.2. The DAG is designed to improve understanding of the acquisition process and ensure adequate knowledge of the statutory and regulatory requirements associated with the process. The DAG also provides discretionary best practices that should be tailored to the needs of each program.
  • EVM Implementation Guide This document is obsolete in certain sections regarding application, tailoring, and interpretation of the IPMR DID; and the OTB/OTS process.  It still has useful information for program office use of EVM and IBRs and other post-award activities.  Ultimately it is intended to be canceled when fully replaced by DCMA instructions and an OSD Cost Analysis Guide.
  • OSD EVM Contract Requirements Checklist   Contract Requirements Checklist (as of 3 July 2007) - Published by the Office of Secretary of Defense ((OSD), last updated on 3 July 2007), this Earned Value Management (EVM) Contract Requirements Checklist is a useful guide including key elements of contractual EVM(s) obligations. The checklist includes basic requirements for EVM compliance, SOW paragraphs, DFARS clauses, Data requirements (CDRL), IBR requirements, Award Fee criteria and Performance Management thresholds. See this website's Contracts Requirement Toolkit for more details on contract requirements.
  • Nunn-McCurdy Unit Cost Breach
  • Risk Management Guide for DOD Acquisition  - DoD Risk Management Guidebook (Sixth Edition, August 2006). The purpose of this guide is to assist DoD and contractor Program Managers (PMs), program offices and Integrated Product Teams (IPTs) in effectively managing program risks during the entire acquisition process, including sustainment. This guide contains baseline information and explanations for a well-structured risk management program however, does not attempt to address the requirements of DoDI 5000.1 or to prevent and manage Environment, Safety, and Occupational Health (ESOH) hazards. The reader should refer to MIL STD 882D, Standard Practice for System Safety, for guidance regarding ESOH hazards). 
  • Integrated Master Plan and Integrated Master Schedule Preparation and Use Guide - The guide provides guidance for the preparation and implementation of a program's Integrated Master Plan (IMP) and Integrated Master Schedule (IMS). The IMP and IMS are fundamental management tools that are critical to performing effective planning, scheduling, and execution of work efforts 
  • MIL-STD-881C  3 Oct 11 - This standard presents requirements for effectively preparing, understanding, and presenting a Work Breakdown Structure (WBS). It is intended to provide the framework for Department of Defense Program Managers to define their program’s WBS and also be valuable guidance to defense Contractors in their application and extension of the contract’s WB 
  • DoD Cost and Software Data Reporting (CSDR) Manual - DoD Cost and Software Data Reporting (CSDR) Manual, 17 April 2007. This Manual serves as the primary requirements document for the development, implementation, and operation of the contractor cost data reporting (CCDR) and software resources data reporting (SRDR) systems, collectively referred to as the cost and software data reporting (CSDR) system. It provides background information and detailed requirements for implementing the mandatory CCDR and SRDR policies and DoD 5000.4-M. It also prescribes procedures and instructions that DoD stakeholders in the CCDR and SRDR processes must follow.
  • "Bowman" Guide - C/SCSC Interpretive Guide and Checklist (1991) - The C/SCSC Interpretive Guide and Checklist also known as the "Bowman" Guide (1991) is a historical guide providing specific interpretation of the Evaluation/Demonstration Review Checklist for C/SCSC based on the prior 35 EVMS criteria subsequently condensed into the 32 guidelines set forth in the ANSI/EIA - 748. The "Bowman" Guide remains a useful tool for evaluating contractor internal management controls and EVMS.
  • EVMSIG Memo - This memorandum serves as notice for release of the new DoD EVMS Interpretation Guide (EVMSIG).
  • DOD EVMSIG - The DoD EVMSIG provides the DoD interpretation of the 32 Guidelines contained in EIA-748 (current) and will be used as the basis for DoD assessments of EVMS compliance with the 32 Guidelines in accordance with DFARS Subpart 234.2 and 234.201.

DON Guides

  • Analysis Example 
  • EVM Analysis Toolkit - This Toolkit provides standards for evaluating and preparing Earned Value Management (EVM) analysis across the DON. This Toolkit should be followed and applied to any effort where EVM is required in accordance with ANSI-748 standards, including all contractor and government efforts.
  • Integrated Baseline Review (IBR) Toolkit - The purpose of the IBR Toolkit is to provide a supplemental resource to (O)USD (AT&L)‘' Program Managers' Guide to the Integrated Baseline Review Process dated 4 June 2003. The toolkit describes detail processes/procedures to follow during all phases of the IBR. See Contract Requirements Toolkit for Sample IBR SOW.
  • NAVSEA Surveillance Instruction - Applicable to SUPSHIPs surveillance based loosely on the DCMA surveillance process.
  • wINSIGHT How to Use Guide

Industry Guides


  • National Defense Industrial Association’s Program Managers’ Guide to the Integrated Baseline Review (IBR) Process - This Guide defines the purpose, goals, and objectives of an IBR. It also describes attributes of an effective IBR and discusses a baseline review process that will lead to a better understanding of program risk. The Office of the Under Secretary of Defense, Acquisition, Technology, and Logistics endorsed the Guide on 4 June 2003 and strongly encourages it use in training and implementing an actual IBR. Note: NDIA PMSC published a new update Sept 2010 that was not collaborative and therefore not recognized by the Navy nor OSD.
  • Planning and Scheduling Excellence Guide (PASEG) - Revision June 2012.This industry-developed 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.  The Navy CEVM concurs with its usefulness as a guide to Navy program offices. 
  • NDIA PMSC EVMS Intent Guide (August 2012) - National Defense Industrial Association (NDIA), Program Management Systems Committee (PMSC), Earned Value Management Systems (EVMS) Intent Guide. This Intent Guide provides Industry and Government Program with additional insight into the intent of the guidelines of ANSI/EIA-748-A Standard for Earned Value Management Systems.

Analysis Examples

SOW Examples

CDRL Examples

  • CDRL CWBS DoD 1423.1 - CDRL CWBS DoD Form 1423.1 - The CDRL is the contract vehicle requiring the Contractor to provide the Government a product deliverable, in this example, a Contract Work Breakdown Structure (CWBS). This CDRL is completed in accordance with Data Item Description (DID) DI-MGMT-81334B and provides additional/clarifying information and information on tailoring of documents in Block 16 of the CDRL. Prior 2005 policy, obsolete as of 1 July 2012.
  • CDRL CPR DoD 1423.1 - CDRL CPR DoD Form 1423.1 - The CDRL is the contract vehicle requiring the Contractor to provide the Government a product deliverable, in this example, a Contract Performance Report (CPR). This CDRL is completed in accordance with Data Item Description (DID) DI-MGMT-81466A and provides additional/clarifying information and information on tailoring of documents in Block 16 of the CDRL. Prior 2005 policy, obsolete as of 1 July 2012.
  • CDRL IMS DoD 1423.1 - CDRL IMS DoD Form 1423.1 - The CDRL is the contract vehicle requiring the Contractor to provide the Government a product deliverable, in this example, a Integrated Master Schedule (IMS). This CDRL is completed in accordance with Data Item Description (DID) DI-MGMT-81650 and provides additional/clarifying information and information on tailoring of documents in Block 16 of the CDRL.
  • CDRL CFSR DoD 1423.1 - CDRL CFSR DoD Form 1423.1 - The CDRL is the contract vehicle requiring the Contractor to provide the Government a product deliverable, in this example, a Contract Funds Status Report (CFSR). This CDRL is completed in accordance with Data Item Description (DID) DI-MGMT-81468 and provides additional/clarifying information and information on tailoring of documents in Block 16 of the CDRL.
  • Sample CDRL 20120822 Part 1  - The CDRL is the contract vehicle requiring the Contractor to provide the Government a product deliverable, in this example, an Integrated Program Management Report (IPMR) . This CDRL is completed in accordance with Data Item Description (DID) DI-MGMT-81861 Integrated Program Management DID and provides additional/clarifying information and information on tailoring of documents in Block 16 of the CDRL. Note it does not include the XML submission signature and zipping requirements that will be posted directly on the EVM Central Repository web site. Also note this CDRL replaces the prior CPR and IMS CDRLs that were consistent with the related DIDs DI-MGMT-81466A and DI-MGMT-81650 as of 1 Jul 2012. The combination of the IMS and CPR CDRL and the options within the IPMR DID forced a 3 page CDRL.  The two page forms on the assist website was used, pages 1-2 are part 1 and page 3 part 2.
  • Sample CDRL 20120822 Part 2 - The CDRL is the contract vehicle requiring the Contractor to provide the Government a product deliverable, in this example, an Integrated Program Management Report (IPMR) . This CDRL is completed in accordance with Data Item Description (DID) DI-MGMT-81861 Integrated Program Management DID and provides additional/clarifying information and information on tailoring of documents in Block 16 of the CDRL. Note it does not include the XML submission signature and zipping requirements that will be posted directly on the EVM Central Repository web site. Also note this CDRL replaces the prior CPR and IMS CDRLs that were consistent with the related DIDs DI-MGMT-81466A and DI-MGMT-81650 as of 1 Jul 2012. The combination of the IMS and CPR CDRL and the options within the IPMR DID forced a 3 page CDRL.  The two page forms on the assist website was used, pages 1-2 are part 1 and page 3 part 2.

Other

  • DAU Gold Card (DoD)  The Defense Acquisition University (DAU) EVM “Gold Card” - The DAU Gold Card is a single-sheet reference defining common EV terminology and acronyms, lists EV metric equations, and labels the most common EV graph. It also summarizes DoD EVM policy, includes DoD Tripwire Metrics and the FAR clause references.
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