EVMS Implementation Guidance

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EVMS Implementation Guidance

DOE G 413.3-10AEarned Value Management System (EVMS) Guide provides approaches for implementing the EVMS requirements of DOE O 413.3B.
DOE G 413.3-20Change Control Management Guide provides a suggested approach and uniform guidance for managing project and contract changes through applying the requirements of DOE O 413.3B.
ECRSOPThis DOE Office of Project Management (PM) EVMS Compliance Review Standard Operating Procedure (ECRSOP) provides detailed guidance for PM staff and PM support contractors performing Earned Value Management System (EVMS) compliance reviews. DOE Order 413.3B, Program and Project Management for the Acquisition of Capital Assets, requires that PM establish, maintain and execute a documented EVMS compliance assessment process in accordance with established dollar threshold levels to ensure full compliance with applicable Federal Acquisition Regulations (FAR) and Office of Management and Budget (OMB) EVMS compliance requirements. This SOP which applies only to PM personnel and PM-led or initiated review teams responsible for the determination of EVMS compliance of applicable projects and contractors subject to DOE Order 413.3B, provides specific guidance for the consistent assessment of compliance and evaluation of the efficient implementation of a contractor’s EVMS as part of PM-led reviews.
PARS Contractor Project Performance (CPP) Upload RequirementsThe Contractor Project Performance (CPP) Upload Requirements for Project Assessment and Reporting System (PARS) defines the monthly submission of contractor project performance data required by the Department of Energy (DOE). It provides the necessary information regarding the business rules for generating the data in the required formats. It is intended to be used by DOE contractors and their Project Management and Information Technology (IT) staff to generate and submit the contractor’s data. This document also integrates with and provides reference to the IPMR DID and CFSR DID reporting process when required.
Integrated Program Management Report (IPMR) Data Item Description (DID)The Integrated Program Management Report (IPMR) contains data for measuring cost and schedule performance on Department of Energy (DOE) capital asset projects. It is structured around seven formats: Format 1 defines cost and schedule performance data by product-oriented Work Breakdown Structure (WBS); Format 2 defines cost and schedule performance data by the contractor's organizational structure (e.g., Functional or Integrated Product Team (IPT)); Format 3 defines changes to the Performance Measurement Baseline (PMB); Format 4 defines staffing forecasts; Format 5 is a narrative report used to provide the required analysis of data contained in Formats 1-4 and 6; Format 6 defines and contains the contractor’s Integrated Master Schedule (IMS) for the project; and Format 7 defines the time-phased historical & forecast cost and schedule EVM system performance and compliance data submission. The IPMR's primary value to the Government is its utility in reflecting current project status and projecting future project performance. It will be used by the DOE federal staff, including program managers, engineers, cost estimators, and financial management personnel, as a basis for communicating project performance status.
Contract Funds Status Report (CFSR) Data Item Description (DID)The Contract Funds Status Report (CFSR) is designed to supply contract funding data about individual projects to Federal Project Directors and Contracting Officers for: (a) updating and forecasting contract funds requirements for the identified project, (b) planning and decision making on funding changes to contracts for the identified project, (c) developing funds requirements and budget estimates in support of the identified project, (d) determining funds in excess of contract needs for the identified project and available for deobligation, and (e) obtaining rough estimates of termination costs.
Earned Value Management System (EVMS) Gold CardThis Earned Value Management System (EVMS) Gold Card provides a single-sheet reference to: i) Define common EVM "alphabet soup" terminology; ii) List EVM metric equations; and iii) Explain these terms and equations in the form of common EVM graphics.

 

EVMS CLEARINGHOUSE TOPICS

Construction Support (e.g., Title III) as LOE

The use of Level of Effort (LOE) Earned Value Technique (EVT) for construction support such as Title III (T3) Engineering is addressed in a manner that is compliant with the EIA-748 standard, is consistent with EFCOG’s generally preferred approach, and is practical, effective, and cost efficient.

Application of the Schedule of Values (SOV) Method with Zero Budget ActivitiesOn a limited basis the use of zero budget, non-resource baseline activities is permissible for scheduling fixed-price procurements only. The use of these activities is intended to enhance the planning and scheduling of subcontract work to increase the effectiveness/usefulness of the project schedule. In the normal course of planning, scheduling and budgeting per EIA-748 requirements, the scope of work must have a budgetary target established for it as a goal, and each of the subordinate activities planned and scheduled must be allocated a reasonable proportion of the total control account budget.  Thus it is important that the contractor place emphasis on their limited use and must take special care when using zero budget, non-resource activities as they are not a natural feature within an EIA-748 Earned Value Management System Performance Measurement Baseline.

 

External EVMS Guidance

GAO-09-3SPGAO Cost Estimating and Assessment Guide: Best Practices for Developing and Managing Capital Program Costs
Published: March 2, 2009
GAO-16-89GGAO Schedule Assessment Guide: Best Practices for Developing and Managing Capital Program Costs
Published: December 22, 2015
NDIA Intent GuideEarned Value Management Systems (EVMS) EIA-748-D Intent Guide
Published: August 28, 2018
NDIA PASEGNDIA PMSC Planning and Scheduling Excellence Guide (PASEG) v. 3.0
Published: March 9, 2016
DoD EVMSIGThe DoD EVMS Interpretation Guide (EVMSIG) is used as the basis for the DoD to assess EVMS compliance to the EIA-748 Guidelines.
Published: February 1, 2018