Earned Value Management Systems EIA-748-D Intent Guide - ansi eia 32 guidelines include

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National Defense Industrial Association
Integrated Program Management Division
Earned Value Management Systems
EIA-748-D Intent Guide
August 28, 2018
National Defense Industrial Association (NDIA)
2101 Wilson Blvd., Suite 700
Arlington, VA 22201
(703) 522-1820
Fax (703) 522-1885
www.ndia.org
? 2018 National Defense Industrial Association, Integrated Program Management Division (IPMD)
Permission to copy and distribute this document is hereby granted provided this notice is retained on all
copies, copies are not altered, and the NDIA IPMD is credited when the material is used to form other
copyrighted documents.
The EIA-748 guidelines shaded in grey within this document are reprinted with permission. The
guidelines were excerpted from the EIA-748 Standard and are the copyright of SAE International. All
rights reserved. For a complete copy of the EIA-748 Standard, go to http://www.sae.org.
EIA-748-D Intent Guide
Intent Guide Change History Log
EIA
Date Version Change Summary/Notes
First Release A The content of this first release was the product of a joint working group
Nov 2004 effort between the NDIA PMSC, DCMA, and OSD.
January A Revised the Purpose and Scope content with a new Appendix A.
2005
December A Update reflected a comprehensive review of the content and incorporated
2005 comments from industry and government throughout the document.
January A Modified the copyright statement to conform to the GEIA copyright notice
2006 for reprinting the EIA-748 guidelines.
September A Incorporated comments throughout the document from the intelligence
2006 community.
Second A This release was a culmination of comments from industry, DCMA, the
Release intelligence community, and civilian agencies. It was formally recognized in
Nov 2006 a February 20, 2007 letter from Kenneth J. Krieg, Under Secretary of
Defense, Acquisition, Technology and Logistics.
June 2009 B Update reflected the EIA-748 reaffirmation process for Version B and minor
text edits. EIA Standard Guidelines 19 and 21 revisions were incorporated.
Text edits included:
x Purpose and Scope section to clarify the purpose of the list of typical
attributes and use of the appendix. Added a definition for critical path.
x Guideline 5, Intent edits discussing one or more responsible
organizations supporting a single WBS. Added Figure 1 to illustrate.
x Guideline 10, Attribute 1 was deleted.
x Guideline 16, Intent edits added text to note that actual costs are
typically at the control account level.
x Guideline 21, Intent, characteristics list, item 2 edits discussing material
performance measurement, and edits for list items b. and c.
x Guideline 27, Attribute bullet 4 edits to reiterate actual costs at the
control account level in relation to the estimate to complete.
Third B This release reflected DCMA agreement for updates to Guidelines 5, 10,
Release and 21.
May 2011 x Guideline 5, Intent, second paragraph. Text was added that read:
"There also may be multiple control accounts within a responsible OBS
element when the effort within a WBS element must be segregated for
management control purposes driven by scope and exit criteria (i.e.,
completion of task scope). The establishment of multiple control
accounts should be determined by the control account's scope of the
management tasks and consideration for planning and control of
budgets, schedules, work assignments, progress assessment, problem
identification, and corrective actions."
x Guideline 10, Typical Attributes. Added an attribute bullet (new first
bullet) that discussed the control account plans (CAPs) representing
the work assigned to one responsible organizational element on one
program WBS element. This added the text previously deleted in the
June 2009 back in with an additional sentence at the end that read:
? 2018 NDIA IPMD
EIA-748-D Intent Guide
EIA
Date Version Change Summary/Notes
"Under some circumstances additional levels of detail may be needed
to segregate LOE versus Discrete effort, multiple elements of cost, and
multi-functional elements."
x Guideline 21, Typical Attributes, bullet 4. Corrected the algorithms for
material price and usage variances.
This release of the Intent Guide was formally recognized as being
consistent with DoD EVM Policy in an April 20, 2011 letter from Gary R.
Bliss, Director, Performance Assessments and Root Cause Analyses
(PARCA). This was the last release formally recognized by the DoD.
August 2012 B Made changes to Guidelines 8 and 30.
x Guideline 8, Intent. Paragraphs were added at the end of the Intent
section to discuss the option of establishing an internal operating
budget should a customer not approve an OTB.
x Guideline 30, Intent. Sentence was added that read "The cumulative
values for BCWS and BCWP will not be adjusted for routine direct
and/or indirect cost rate increases or decreases."
April 2014 C Update reflected the reaffirmation of the EIA-748 and comments received
on the Intent Guide provided for public comment.
x Incorporated updates from the EIA-748 reaffirmation process (Version
C). This included changes incorporated into the standard text as well
as addressing comments from the reaffirmation process that applied to
the Intent Guide.
x Made consistency and clarification edits throughout and applied the
standard document style used for all IPMD guides as part of IPMD
three year mandatory guide review cycle.
x Removed specific references to named DID reports to use more
generic terms as a result of DID updates and broader use of the Intent
Guide.
x Incorporated ease of use updates such as adding short guideline
descriptions and including them in the Table of Contents.
x Changed approach to Appendix A (compliance template) so it is a
separate document that can be downloaded as a source MS Word file.
x Incorporated comments from industry, the intelligence community, and
the DOE on the draft provided for public comment.
x Changed all NDIA PMSC references to IPMD.
x Relabeled Section 1, Purpose and Scope to "Introduction" and split into
three subsections: (1.1) Purpose and Scope, (1.2) Terms, and (1.3)
Applying the Guidelines to the Program Phases (new content). Added
a new Figure 1 in Section 1.3.
x Added a new Figure 3 to Guideline 8.
x Added an Intent Guide Change History Log.
January C Changed all instances of ANSI/EIA-748 to EIA-748 and updated the
2015 copyright for the EVMS Standard on the first page to SAE International.
February C The DoD Office of Performance Assessments and Root Cause Analyses
2015 (PARCA) issued the first edition of the Earned Value Management System
Interpretation Guide (EVMSIG) for the EIA-748 32 Guidelines. For legal
reasons, the DoD was required to produce their own guide for EVMS
? 2018 NDIA IPMD


Where can objective evidence be found in an EIA report? Objective evidence may be found in these typical outputs: • To-Complete Performance Index (TCPI). • Independent completion estimates. • Risk and opportunity management data and similar metrics. • Management action plans and review briefings. • Variance analyses. EIA-748-D Intent Guide © 2018 NDIA IPMD 43

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