Materials to support the EVMS Compliance Review Standard Operating Procedure (ECRSOP)

Appendix A: EVMS Compliance Assessment Guidance

Attachment File Type Revision Date Description
Compliance Assessment Governance (CAG) PDF 6/1/2022 The PM CAG provides the information needed to better understand the principles and elements of the Electronic Industries Alliance (EIA)–748 EVMS standard. It conforms to the Integrated Program Project Management (IP2M) Maturity and Environment Total Risk Rating (METRR) stemming from the Arizona State University study which identified and assessed a spectrum of EVMS operating environment and implementation maturity factors.
Compliance Review Checklist (CRC) XLSX 5/28/2021 The EVMS Compliance Review Checklist (CRC) Excel file is used to document the review of the contractor’s EVM system description and supporting procedures under configuration control.
Metric Crosswalk* ZIP 1/24/2022 This ZIP file contains a comparison breakdown of all the differences between the metrics version 3.0 and 4.0. Each Metric Specification sheet shows the versions side by side and comments the changes.
Metric List PDF 1/21/2022 This file contains the entire listing of all DOE EVMS Metrics organized by Process Area and Attribute.
Metric Specification PDF 1/21/2022 This file contains all of the DOE EVMS Metric specifications.
Metric Specification Legend PDF 1/21/2022 This file is the legend for all metric specification sheets. It explains what each block on the sheets contain for easy reference.

*Due to file size, please contact your DOE PM-30 analyst to get a copy of this document.

Appendix D: EVMS Compliance Review Team Toolkit

Attachment File Type Revision Date Description
Analysis Master Template XLSX 2/9/2022 This form provides a template for the review team to document all metrics evaluated during the review.
CAR DR CIO Form DOCX 10/29/2018 This form provides a template for the review team to document CARs, DRs and CIOs.
CAR DR CIO Log XLSX 10/29/2018 This form is used by the review team to track all (draft and submitted) CARs, DRs and CIOs.
Certification Review Notification DOCX 11/7/2018 This form provides a template to create the memo to communicate the need for an EVMS review.
Data Call DOCX 11/28/2018 This document lists all data and artifacts that will be requested of the contractor during the review.
Document Request Log XLSX 10/11/2018 This form is used by the review team to track all documents that have been requested of the contractor.
EVMS Cert Memo DOCX 9/15/2018 This form provides a template to create the memo to communicate EVMS certification.
EVMS Review In-Brief Template PPTX 9/15/2018 This form provides a template to use during EVMS review in-brief.
EVMS Review Out-Brief Template PPTX 9/15/2018 This form provides a template to use during EVMS review out-brief.
EVMS Compliance Review Plan   (in process)  
EVMS Compliance Review Reports   (in process)  
IFF Interview Template DOCX 10/19/2018 This form provides a template for the review team to document the review, both the expected topics to be covered, and the results.
IFF Log XLSX 10/11/2018 This form is used by the review team to track all interviews that have been scheduled/conducted with the contractor.
IFF Questions Template XLSX 10/19/2018 This form provides a template for the review team to develop questions related to the maturity attributes to be covered during the interview.
Self-Governance Review Checklist DOCX 11/28/2018 This form provides a template for the review team to develop questions related to contractor self-governance to be covered during the interview.
VAR Quality Checklist PDF 12/12/2018 This checklist captures basic expectations for variance analysis; it will be used by the review team to evaluate the quality of published VARs, CAM feedback and training.
Virtual Review Technology Considerations PPTX 2/9/2022 This presentation provides information on the use of virtual tools and rules of engagement to maximize effectiveness of virtual meetings/reviews.

 

Additional guidance, templates, and forms referred to or supporting the PM ECRSOP are available at: