IPMR. ... I P ge 1of27 I... Back Next. EVMlOl Fundam entals of Earned Value Managem ent

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1 Welcome to Lesson 4.1 Documenting Performance Measurement Information In this lesson you will learn how contractor performance is documented and reported to the Government Program Management Office (PMO). The terminal learning objective for this lesson is to describe how the contractor's monthly performance management information is documented in the Integrated Program Managemen t Report (IPMR) and submitted to the Government. IPMR This lesson includes two topics: Topic 1: IPMR Formats To pic 2: Submission Requirements... I P ge 1of27 I...

2 In this topic, you will: Given Integrated Program Management Report { IPMR) Forma ts 1 to 7 and the IPMR Data Item Description {DID), recognize the main purpose of each format... I P ge2of27 I...

3 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Measuring Performance Once the contractor builds their performance measurement baseline (PMB ), they move into a routine rhy thm of measuring performance against the PMB. The contractor collects data reflecting work actually accomplished - for instance: Budgeted cost for work performed (BCWP), is the representation of the total accomplishment to date and/ or in a given month Actual cost of work performed ( ACWP), is the cost actually incurred in accomplishing work performed (or actual cost) Actual and projected task starts and completions, as recorded in the Integrated Master Schedule (IMS) Updated estimates at completion (EAC) for all work, developed at the control account level and the contract/program as a whole IPMR The results of these measurements are reported in the contractor's IPMR....illll I Page 3 of 27,... Back Iii ) Next

4 Uses of the IPMR The Government uses the IPMR to understand the contractor's cost and schedule performance. The IPMR is the primary means of communicating program cost and scheduling information between the prime contractor and the Government. The Government uses of IPMR data include: Integrating cost, schedule, and technical performance data Identifying potential problem areas that may cause significant cost and schedule variance Providing valid, timely, and accurate contract status information The IPMR is used by the Government staff, including program managers (PMs), engineers, cost estimators, and financial management personnel, as a mechanism to help understand cost, schedule, and technical per formance status. IPMR lnteirated Product Team (IPT)...ii I Paige 4 of27 I... Back ii 1 Next

5 Uses of the IPMR The Government uses the IPMR to understand the contractor's cost and schedule performance. The IPMR is the primary means of communicating program cost and scheduling information between the prime contractor and the Government. The Government uses of IPMR data include: Integrating cost, schedule, and technical performance data Identifying potenti<>.....,._. _. -;.....~ ,... Providing valid, tim The IPMR is used by the estimators, and financial technical per formance st Long Description ~_.. _... variance The IPMR is a communication tool between the contrac tor and the Integrated Product Team (!PT). rs, cost ost, schedule, and IPMR lnteirated Product Team (IPT)...ii I Paige 4 of27 I... Back ii 1 Next

6 The IPMR DID The IPMR is required per DoDI when EVM applies. It combines the legacy Contract Performance Report (CPR) and IMS into one integrated Data Item, described in detail in a single Data Item Description (DID). The IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July You can find a copy of the lpmr DID at the official source for all DIDs on the Defense Logistics Agency's (DLA) website: tails.aspx?ident number= Prior to July 2012 Contract Performance Report (CPR).. After July 2012 Integrated Master Schedule {IMS) IPMR... I PgeSof27 I... Back iii 1 Next

7 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP The IPMR DID T he IPMR is required per DoDI when EVM applies. I t combines the legacy Contract Performance Report ( CPR) and IMS into one integrated Data I tem, described in detail in a single Data I tem Description (DID). T he IPMR DID applies to all future contracts awarded based on solicitations or requests for proposals issued on or after July You can find a copy of the IPMR DID at the official source for all DIDs on the Defense Logistics Agency's (DLA) website: htt : Long Description Prior to July 2012, the Contact Performance Report ( CPR) and Integrated Master Schedule (IMS) were used. T hese two documents were replaced by the IPMR after July Integrated Master Schedule (IMS) IPMR...illll I Page S of 27,... Back liiii ) Next

8 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Reporting Levels in the I PMR Earned Value Management (EVM) cost, schedule, and technical performance data are managed by the contractor at the control account level. The reporting level of the Work Breakdown Structure (WBS ) in Format I of the JPMR is generally higher than the control account level, based on the tailored version of Military Standard (MIL- STD) 881. The reporting level in the JPMR is codified in the contractual JPMR Contract Data Requirements List ( CORL) and the WBS level is determined by the PMO based on risk and required monthly insight. The Lightweight, Assault and Reconnaissance (LAR) program JPT identified high-risk WBS elements. The LAR PM tailored the CORL for the JPMR to require insight into those elements. Work Breakdown Structure lar Vehicle Primary Systems One of those high- risk elements was the Engine, Vehicle Engineering which is highlighted on the WBS to the right. We will follow the Engine WBS element in this lesson to demonstrate how the contractor reports EVM information in the JPMR. Frame Engine Pov1er Package Drive Train Power Transport Annament I, Combustion Ignition I... I Page6of 27 I... Back Next

9 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Reporting Levels in the I PMR Earned Value Management (EVM) cost, schedule, and technical performance data are managed by the contractor at the control account level. The reporting level of the Work Breakdown Structure (WBS ) in Format I of the JPMR is generally higher than the control account level, based on the tailored version of Military Standard (MIL- STD) 881. The reporting level in the JPMR is codified in the contractual JPMR Contract Data Requirements List ( CORL) and the WBS level is det Long Description LAR Work Breakdown Structure levels. LAR vehicle is level 1. Primary vehicle and systems engineering are level 2, The Lightweight, Assault a stemming from LAR Vehicle. Frame, power package drive (LAR) program JPT identifi train, and armament are level 3, stemming from Primary elements. The LAR PM tail Vehicle. Engine and power transport are level 4 stemming JPMR to require insight int from Power Package Drive Train. Combustion and ignition are level 5, stemming from Engine. Engine is highlighted. One of those high- risk ele~ p.-- which is highlighted on the WBS to the right. We will follow the Engine WBS element in this lesson to demonstrate how the contractor reports EVM information in the JPMR. Frame Engine Pov1er Package Drive Train Power Transport tructure Systems Engineering Annament I, Combustion Ignition I... I Page6 of27 I... Back Next

10 Seven Formats of t he IPMR The IPMR combines the former contract performance report (CPR) {Formats 1-5) and integrated master schedule (Format 6) and also adds an electronic history and forecast file {Format 7). It is structured around seven formats that contain the content and relationships required for the electronic submissions. IPMR JPMR Format 1 - Work Breakdown Structure {WBS) IPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR Format 3 - Baseline IPMR Format 4 - Staffing IPMR Format 5 - Explanations and Problem Analysis IPMR Format 6 - Integrated Master Schedule IPMR Format 7 - Electronic History and Forecast File The next few pages take a closer look at each of these formats.... I P ge 7of27 I... format t o m ov e on.

11 Seven Formats of the IPMR The IPMR combines the former contract performance report (CPR) {Formats 1-5) and integrated master schedule (Format 6) and also adds an electronic history and forecast file {Format 7). It is structured around seven formats that contain the content and relationships required for the electronic submissions. IPMR JPMR Format 1 - Work Breakdown Structure {WBS) IPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR Format 3 - Baseline IPMR Format 4 - Staffing IPMR Format 5 - Explanations and Problem Analysis IPMR Format 6 - Integrated Master Schedule IPMR Format 7 - Electronic History and Forecast File The next few pages take a closer IPMR Format 1 Reports cost and schedule performance data by product-oriented Work Breakdown Structure {WBS)... I P ge 7of27 I... format t o m ov e on.

12 Seven Formats of the IPMR The IPMR combines the former contract performance report (CPR) {Formats 1-5) and integrated master schedule (Format 6) and also adds an electronic history and forecast file {Format 7). It is struc tured around seven formats that contain the content and relationships required for the electronic submissions. IPMR JPMR Format 1 - Work Breakdown Structure {WBS) IPMR Format 2 - Organizational Breakdown Structure {OBS ) IPMR Format 3 - Baseline IPMR Format 4 - Staffing IPMR Format 5 - Explanations and Problem Analysis IPMR Format 6 - Integrated Master Schedule IPMR Format 7 - Electronic History and Forecast File The next few pages take a closer IPMR Format 2 Reports cost and schedule performance data by the contractor's organizational structure, also known as the OBS (e.g., Functional or Integrated Product Team {IPT))... I P ge 7of27 I... format t o m ov e on.

13 Seven Formats of t he IPMR The IPMR combines the former contract performance report (CPR) {Formats 1-5) and integrated master schedule (Format 6) and also adds an electronic history and forecast file {Format 7). It is structured around seven formats that contain the content and relationships required for the electronic submissions. IPMR JPMR Format 1 - Work Breakdown Structure {WBS) IPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR Format 3 - Baseline IPMR Format 4 - Staffing IPMR Format 5 - Explanations and Problem Analysis IPMR Format 6 - Integrated Master Schedule IPMR Format 7 - Electronic History and Forecast File The next few pages take a closer IPMR Format 3 Reports changes to the PMB... I P ge 7of27 I... format t o m ov e on.

14 Seven Formats of t he IPMR The IPMR combines the former contract performance report (CPR) {Formats 1-5) and integrated master schedule (Format 6) and also adds an electronic history and forecast file {Format 7). It is structured around seven formats that contain the content and relationships required for the electronic submissions. IPMR JPMR Format 1 - Work Breakdown Structure {WBS) IPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR Format 3 - Baseline IPMR Format 4 - Staffing IPMR Format 5 - Explanations and Problem Analysis IPMR Format 6 - Integrated Master Schedule IPMR Format 7 - Electronic History and Forecast File The next few pages take a closer IPMR Format 4 Reports starting forecasts... I P ge 7of27 I... format t o m ov e on.

15 Seven Formats of t he IPMR The IPMR combines the former contract performance report (CPR) {Formats 1-5) and integrated master schedule (Format 6) and also adds an electronic history and forecast file {Format 7). It is structured around seven formats that contain the content and relationships required for the electronic submissions. IPMR JPMR Format 1 - Work Breakdown Structure {WBS) IPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR Format 3 - Baseline IPMR Format 4 - Staffing IPMR Format 5 - Explanations and Problem Analysis IPMR Format 6 - Integrated Master Schedule The next few pages take a closer IPMR Format 7 - Electronic History and Forecast File IPMR Format 5 Contains a narrative report used to provide the required analysis of data contained in Formats 1-4 and 6 Note: there is no standard format defined, but specific requirements are defined in the DID. r...;...;...,,jlust selecteach... I P ge 7of27 I... format to m ove on.

16 Seven Formats of t he IPMR The IPMR combines the former contract performance report (CPR) {Formats 1-5) and integrated master schedule (Format 6) and also adds an electronic history and forecast file {Format 7). It is structured around seven formats that contain the content and relationships required for the electronic submissions. IPMR JPMR Format 1 - Work Breakdown Structure {WBS) IPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR Format 3 - Baseline IPMR Format 4 - Staffing IPMR Format 5 - Explanations and Problem Analysis IPMR Format 6 - Integrated Master Schedule The next few pages take a closer IPMR Format 7 - Electronic History and Forecast File IPMR Format 6 Contains the contractor's current networked schedule capable of generating a critical path, as well as the contractor's baseline schedule... I P ge 7of27 I... format t o m ov e on.

17 Seven Formats of t he IPMR The IPMR combines the former contract performance report (CPR) {Formats 1-5) and integrated master schedule (Format 6) and also adds an electronic history and forecast file {Format 7). It is structured around seven formats that contain the content and relationships required for the electronic submissions. IPMR JPMR Format 1 - Work Breakdown Structure {WBS) IPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR Format 3 - Baseline IPMR Format 4 - Staffing IPMR Format 5 - Explanations and Problem Analysis IPMR Format 6 - Integrated Master Schedule IPMR Format 7 - Electronic History and Forecast File The next few pages take a closer IPMR Format 7 Defines the time-phased historical and forecast cost submission data... I P ge 7of27 I... format t o m ov e on.

18 Format 1 - Work Breakdown Structure IPMR Format 1 reports cost and schedule performance data by product- oriented wes. In simplest terms, Format 1 shows WHAT is being built (products). Purpose Contents I Example The purpose of Format 1 is to: Provide cost and schedule performance management data by the contractual WBS Report cost and schedule variances at the lowest reporting level identified in the CORL, for the current period and on a cumulative basis Present contractor's management range of IPMR estimated costs (best case, most likely, worst Format 1 case) of the authorized contractual scope at the total contract level. Additionally, provide the contractor's latest revised estimate for each WBS element scope of work... I P ge 8of27 I... tab to m o ve on..!2

19 Format 1 - Work Br eakdown Structure IPMR Format 1 reports cost and schedule performance data by product- oriented wes. In simplest terms, Format 1 shows WHAT is being built (products). ~rpose Contents Example 1 For each WBS element, Format 1 details performance data including: Budgeted cost for work scheduled (BCWSl Budgeted cost for work performed (BCWP ) Actual cost of work performed ( ACWP ) Schedule yarjance (SV) Cost yarjance (CV) Budget at completion (BAC) Estimate at completion CEAC) Variance at completion (VAC)... I P ge 8of27 I... tab to m o ve on..!2

20 EVMlOl Fundamentals of Earned Value Management Format 1 Work Breakdown Structure JPMR Fonnat 1 reports cost and schedule perfonnance data by product- oriented WBS. In simplest tenns, Format 1 shows WHAT is being built (products). Q_urpose MS.l,li UL~amp.;. le;:_-' ~ For each WBS element, Format 1 details perform Budgeted cost for work sc heduled ( BCWS) Budgeted cost for work scheduled (BCWSl Budgeted cost for work performed (BCWPl Actual cost of work performed CACWPl Schedule variance (SVl Cos t variance ( CV) sews is the sum of the budgets for all work (work packages, planning packages, etc.) scheduled to be accomplished (including in-process work packages), plus the amount of Level of Effort (LOE) and apportioned effort scheduled to be accomplished within a given time period at any level of the WBS. Also called the PMB. Bydget at completion (BACl Estima te at completion (EACl variance at completion <vac) ~ I Page8of27 I ~ tab to move on.

21 Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 1 - Work Breakdown Structure IPMR Format 1 reports cost and schedule performance data by product- Format 1 shows WHAT is being built (products). oriented WBS. In simplest terms, ~rpose Contents Example 1 For each WBS element, Format 1 details perform Budgeted cost for work scheduled (BCWSl Budgeted cost for work performed (BCWP ) Actual cost of work performed ( ACWP ) Schedule yarjance (SV) Cost yarjance (CV) Budget at completion (BAC) Estimate at completion CEAC) Variance at completion (VAC) Budgeted cost for w o rk performed (BCWP) BCWP is a measurement of the work completed. BCWP is the value o f work performed, or "earned," when compared to the original plan, that is, BCWS. T he BCWP may also be called the earned value.... I P ge8of27 I... tab to m o ve on..!2

22 Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 1 - Work Br eakdown Structure IPMR Format 1 reports cost and sch edule performance data by product- Format 1 shows WHAT is being built (products). oriented wes. In simplest terms, ~rpose Contents Example 1 For each WBS element, Format 1 details perform Budgeted cost for work scheduled (BCWSl Budgeted cost for work performed (BCWP ) Actual cost of work performed ( ACWP ) Schedule yarjance (SV) Cost yarjance (CV) Budget at completion (BAC) Estimate at completion CEAC) Variance at completion (VAC} Actu al cost o f w ork perform ed (ACWP) The costs actually incurred and recorded in accomplishing the work performed within a given time period.... I P ge 8of27 I... tab to m o ve on..!2

23 Format 1 - Work Br eakdown Structure IPMR Format 1 reports cost and schedule performance data by product- oriented wes. In simplest terms, Format 1 shows WHAT is being built (products). ~rpose Contents Example 1 For each WBS element, Format 1 details perform Sch edule variance (SV) Budgeted cost for work scheduled csewsl SV is the difference between the sewp and sews. Budgeted cost for work performed CsewPl sv = sewp - sew s Actual cost of work performed ( AeWP) Schedule yarjance (SV) Cost yarjance (CV) Budget at completion (BAC) Estimate at completion CEAC) Variance at completion (VAC)... I P ge 8of27 I... tab to m o ve on..!2

24 Format 1 - Work Br eakdown Structure IPMR Format 1 reports cost and schedule performance data by product- oriented wes. In simplest terms, Format 1 shows WHAT is being built (products). ~rpose Contents Example 1 For each WBS element, Format 1 details perform Cost varian ce (CV) Budgeted cost for work scheduled (BCWSl CV is the difference between BCWP and ACWP. Budgeted cost for work performed (BCWP ) CV = BCWP - ACWP Actual cost of work performed ( ACWP ) Schedule yarjance (SV) Cost yarjance (CV) Budget at completion (BAC) Estimate at completion CEAC) Variance at completion (VAC)... I P ge 8of27 I... tab to m o ve on..!2

25 Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 1 - Work Breakdown Structure IPMR Format 1 reports cost and sch edule performance data by product- Format 1 shows WHAT is being built (products). oriented WBS. In simplest terms, ~rpose Contents Example 1 For each WBS element, Format 1 details perform Budgeted cost for work scheduled (BCWSl Budgeted cost for work performed (BCWP ) Actual cost of work performed ( ACWP ) Schedule yarjance (SV) Cost yarjance (CV) Budget at completion (BAC) Estimate at completion CEAC) Variance at completion (VAC) Budget at completion ( BAC) The sum of all performance budgets established for the contract. BAC is a term that may also be applied to lower levels, such as the reporting level or the control account level.... I Pge 8of27 I... tab to m o ve on..!2

26 EVMlOl Fundamentals of Earned Value Management Format 1 Work Breakdown Structure JPMR Fonnat 1 reports cost and schedule perfonnance data by product- oriented WBS. In simplest tenns, Format 1 shows WHAT is being built (products). Q_urpose MS.l,li UL~a mplel =--.1 ~-r~~~~~~~~~ i For each WBS element, Format 1 details perform, Esti m at e at completion ( EAC) Budgeted cost for work scheduled (BCWSl Budgeted cost for work performed (BCWPl Actual cost of work performed CACWPl Schedule variance (SVl Cos t variance ( CV) Bydget at completion (BACl Estima te at completion (EACl variance at completion <vac) Format 1 includes a range of managemen t EACs (best case, worst case, most likely) that include contract level assessments; consideration of known and anticipated risk areas; planned risk reductions; and cost containment measures. The most likely management EAC may differ from the WBS level latest revised EACs which represen t approved cont rol account manager estimates. The con tractor must be able to explain any differences. EAC is the actual cost of work performed to date, plus the estimate of the cost of all of the remaining authorized work {the estimate to complete {ETC)). EAC = ACWP + ETC Like the BAC, it can be applied at lower levels such as the reporting level and control account level. ~ I Page 8of27 I ~ Ba ck Next

27 Format 1 - Work Breakdown Structure IPMR Format 1 reports cost and schedule performance data by product- oriented wes. In simplest terms, Format 1 shows WHAT is being built (products). ~rpose Contents Example 1 For each WBS element, Format 1 details performa.p.n;..; Budgeted cost for work scheduled (BCWSl c.-e_d;..a;..t;;a..,.., in,.c,. lu;;d;.. in.;.;g;:.: ""ll Variance at completion (VAC) Budgeted cost for work performed (BCWP ) VAC is the difference between the BAC and EAC. Actual cost of work performed ( ACWP ) VAC = BAC-EAC Schedule yarjance (SV) Cost yarjance (CV) Budget at completion (BAC) Estimate at completion CEAC) Variance at completion (VAC)... I P ge 8of27 I... tab to m o ve on..!2

28 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 1 - Work Breakdown Structure IPMR Format 1 reports cost and schedule performance data by produc t-oriented WBS. In simplest terms, Format 1 shows W HAT is being built (products). Purpose Contents Example Below is an excerpt from the October Format 1 for the LAR program. Integrated Program Management Report, Format 1 8. Performance Data 1.1 Prin1e Vehicle Frame Suspension/ Steering Power Package Engine *Note: I PMR Format 1 values are in t housands of dollars ($). Select to see how to calculate schedule and cost variances for WBS element Engine. tab to move on..q..., Page 8 of 27,... Back Next

29 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 1 - Work Breakdown Structure IPMR Format 1 reports cost and schedule per formance data by produc t-oriented WBS. In simplest terms, Format 1 shows W HAT is being built (produc ts). Purpose Contents Ex ample Below is an excerpt from the Oc tober Format 1 for the LAR program. Integrated Program Management Report, Format Prin1e Vehicle Frame Suspension/ Steering Power Package Engine * Note: IPMR Format 1 values are in t housan calculat e schedule and cost variances Using the current period data for WBS element Engine, the current period SV is: BCWP - BCWS = SV = ( favorable) Using the current period data for WBS element Engine, the current period CV is: BCWP - ACWP = CV = ( favorable) Select to see how to calculate schedule and cost variances for WBS element Engine. tab to move on.!!... I Page 8 of27 I... Back Next

30 Format 1 - Work Breakdown Structure IPMR Format 1 reports cost and schedule performance data by product- oriented WBS. In simplest terms, Format 1 shows WHAT is being built (products). ~rpose Contents I Example Long Description This segment of the IPMR Format 1 displays cost and schedule performance data by task item for the Prime Vehicle, its Frame, Suspension/Steering, and Power Package, including the Power Package's engine. Specifically, t he IPMR displays BCWS, BCWP, ACWP, and cost and schedule variance data for the current period, cumulative period. It also displays at completion budgeted, estimated, and variance data.... I P ge 8 of27 I... tab to move on..!2

31 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 1 - Work Breakdown Structure IPMR Format 1 reports cost and schedule performance data by produc t-oriented WBS. In simplest terms, Format 1 shows W HAT is being built (pn prod uct- orient ed W BS Purpose I Contents I Example The WBS defines the program in terms of hierarchically-related, product-oriented elements. The contract WBS is the Government-approved WBS for program reporting purposes and also includes all program elements (e.g., hardware, software, services, data, or facilities) which are the contractor's responsibility and at the level the contractor needs for proper management control. (MIL-STD-881, section 1.3.1)... I Page8of 27 I... Back Next tab to move on.!!

32 Format 2 - Organizational Breakdown Structure IPMR Format 2 reports cost and schedule performance data by the contractor's organizational structure (e.g., Functional or IPT).,.. Purpose Contents Example The purpose of Format 2 is to : Detail, by OBS category, current and cumulative performance data Collect organizational cost information at the total contract level for the organizational elements and/or IPT, rather than for individual IPMR wes elements Format 2 Identify major subcontractors and material separately... I Pge Qof27 I... tab to m ove on..!2

33 Format 2 - Organizational Breakdown Structure IPMR Format 2 reports cost and schedule performance data by the contractor's organizational structure (e.g., Functional or IPT). Contents Example I The performance data in Format 2 is the same as in Format 1, just organized into different categories of reporting. Format 1 is WHAT is being built (produc ts). Format 2 is WHO is responsible for building it (organizations or IPTs).... I P ge Qof27 I... tab to move on..!2

34 Format 2 - Organizational Breakdown Structure IPMR Format 2 reports cost and schedule performance data by the contractor's organizational structure (e.g., Functional or IPT). Contents Example I The performance data in Format 2 is the same as in Format 1, just organized into different categories of perform ance dat a reporting. Format 1 is WHAT is being built (produc ts). Format 2 is WHO is responsible for building it (organizations or IPTs). sews BCWP ACWP CV sv SAC EAC VAC... I P ge Qof27 I... tab to move on..!2

35 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 2 - Organizational Breakdow n Structure IPMR Format 2 reports cost and schedule performance data by the contractor's organizational structure (e.g., Functional or!pt). Purpose Contents Ex ample Below is an excerpt from the October Format 2 for the LAR program. Integrated Program Management Report. Format 2 5. Perforn1ance Data a. Organizational Category current Peri od Cumulative to Date At Completion Item Variance Variance AC\VP AC\VP Budgeted Estimated Variance BCWS BCWP Schedule Cost BCWS BCWP Schedule Cost 2A - Program Office (22) 4,265 4,265 4,421 (156) 9,477 9,635 (158) 28 -Program Control (12) 2 1,358 1,350 1,255 (8) 95 3,159 3, C. Support Service (20) (2) 1,946 2,079 2, (43) 4,422 4,745 (323) 20. Manufacturilg (52) (48) 3,412 3,073 3,380 (339) (307) 7,581 7,585 (4) 2E. Qualily Assurance (7) 2,079 1,778 1,965 (301) (187) 4,422 4,705 (283) 2F -Procurement ,069 4,157 4, (13) 8,845 8,860 (15) 2G -En neering (98) (103) 10,867 9,634 11,243 (1,233) (1,609) 25,271 26,057 (786) *Note: IPMR Format 2 values are in t housands of dollars($)...., Page 9 of 27,... Back Next tab to move on..q

36 Format 2 - Organizational Breakdown Structure IPMR Format 2 reports cost and schedule performance data by the contractor's organizational structure (e.g., Functional or IPT). Contents Example - ---'--- -' Long Description The segment of the IPMR Format 2 dispalys cost and schedule performance data by organizational category for the current period, cumulative period, and at completion. Specifically, the IPMR displays BCWS, BCWP, ACWP, and cost and schedule variance data for the current period, cumulativ e period. It also displays at completion budgeted, estimated, and variance data. The organizational categories shown are 2A, the program office, 28, program control, 2C, support service, 2D, Manufacturing, 2E, Quality Assurance, 2F, Procurement, and 2G, Engineering.... I P ge Qof27 I... tab to m ove on..!2

37 EVMlOl Fundamentals o f Earned Value Management Format 3 - Baseline IPMR Format 3 reports the budgeted time-phased baseline (the PMB) through program completion. It shows significant baseline changes authorized during the reporting period. Purpose Contents I Example The purpose of Format 3 is to: Compare baseline data from the beginning of the period to the end of the period to identify any changes Focus analysis on authorized changes to the IPMR PMB during the reporting period Include data to identify total negotiated Format 3 changes to the contract and other important contractual information Include the contractual, planned, and expected completion dates for the scope of work ~ I Page10of27 I... You must select eacll tab to m o ve on. Q

38 Format 3 - Baseline IPMR Format 3 reports the budgeted time-phased baseline (the PMB) through program completion. It shows significant baseline changes authorized during the reporting period. Contents Example The data in Format 3 includes : Contract data PMS Beginning of Period {BOP) PMS End of Period {EOP) Changes to the PMS... I P ge10of27 I... tab to m o ve on..!2

39 Format 3 - Baseline IPMR Format 3 reports the budgeted time-phased baseline (the PMB) through program completion. It shows significant baseline changes authorized during the reporting period. Contents Example The data in Format 3 includes : Contract data PMS Beginning of Period {BOP) PMS End of Period {EOP) Changes to the PMS Cont ract data Data includes: Original negotiated cost Negotiated contract changes Estimated cost of upriced work Contract budget base {CBS) Total allocated budget {TAB) Work completion dates Management reserve {MR)... I P ge10of27 I... tab to m o ve on..!2

40 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 3 - Baseline IPMR Format 3 reports the budgeted time-phased baseline ( the PMB ) through program completion. It shows significant baseline changes authorized during the reporting period. Purpose Contents Example Below is an excerpt of key information in a part of the Format 3. Integrated Program Management Report. Format 3 6. Perfornlance Data 81.dgeted Cost for \Vork Sctleduled (SCWS) (Nai.Qiroolab10) BC1NS Undistr Item Cumu BC1NS Reporting ' ' Six Period Forecast Enter Specified Periods ibuted Total lative Period Budget Budget to Date Nov Dec Jan Feb Ma< Apr Q3' 15 Q4'15 Ql'l6 Q2"16 TC ,050.2 lll~lllllhll Time-phased BCWS for an Baseline Changes authorized change. Authorized During Reporting Period CR 10 1 PMB (End of Period) 34 ' 527 l. 2, , , , , , , Management Resen1e Total 64,776.9 Note: IPMR Format 3 values are in t housands of dollars ($).... I Page1Dof 27 I... Back Next tab to move on.!!

41 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 3 - Baseline IPMR Format 3 reports the budgeted time-phased baseline ( the PMB ) through program completion. It shows significant baseline changes authorized during the reporting period. Purpose Contents Example Long Descript ion This segment of the IPMR Format 3 shows the detailed timephased baseline through program completion. The PMB at the beginning of the period displays the sews cumulative to date, the sews for the current reporting period, the sews for a six period forecast and additional, specified periods, the undistributed budget, and the total budget. Baseline changes that have been authorized are displayed in the future periods for which they are authorized. This section shows the time-phased sews for authorized changes. The PMB for the end of the period is equal to the beginning of period PMB plus any authorized baseline changes.... I Page10of 27 I... Back Next tab to move on.!!

42 Format 4 - Staffing IPMR Format 4 reports staffing forecasts through program completion by organizational categories.,.. Purpose Contents Example The purpose of Format 4 is to : Provide staffing data that can be plotted and correlated to major milestones and activities on the contract schedule to assess the accuracy of labor estimates. Analyze projected staffing levels for consistency IPMR with scheduled activities. The Government and the contractor may negotiate Format 4 staffing to be reported in hours, equivalent months, or total headcount.... I P ge 11 of 27 I... tab to m o ve on..!2

43 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 4 - Staffing IPMR Format 4 reports staffing forecasts through program completion by organizational categories. Purpose Contents Example Format 4 reports current period staffing, cumulative through the current period staffing, forecast of future staffing through completion. Format 4 uses organizational categories that reflect the contractor's internal management structure, usually the same as Format 2, and specifies the same time periods used in Format 3. The Government and the contractor may negotiate staffing to be reported in hours, equivalent months, or total headcount.... I Page 11of 27 I... Back Next tab to move on.!!

44 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 4 - Staffing IPMR Format 4 reports staffing forecasts through program completion by organizational categories. Purpose Contents Example Format 4 reports current period staffing, cumulative through the current period staffing, forecast of future staffing through completion. Format 4 uses organizational categories that reflect the contractor's internal management structure, usually the same as Format 2, and specifies the same time periods used in Format 3. The Government and the contractor may negotiate staffing to be reported in hours, equivalent months, or total headcount. eq uivalent m ont hs An equivalent month is defined as the effort equal to that of one person for one month.... I Page11of 27 I... Back Next tab to move on.!!

45 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 4 - Staffing IPMR Format 4 reports staffing forecasts through program completion by organizational categories. Purpose Contents Example Below is an excerpt from the Oc tober Format 4 for the LAR program, with data reported in equivalent months. Integrated Program Management Report. Form.rt 4 5. Perfornlance Data a. Organizational Cate.guy 2A. Program Office Program Control C Support Senice Manufacturing E Quality Assurance F Procurement E6 2G Engineerirg , Total Direct , Page 11 of 27,... Back Next tab to move on..q

46 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 4 - St affing IPMR Format 4 reports staffing forecasts through program completion by organizational categories. Purpose Contents Example Below is an excerpt from the Oc tober Format 4 for the LAR program, with data reported in equivalent months. equiv alent m onths An equivalent month is the effort equal to that of one person for one month. a. Organizational Cate.guy 2A. Program Office Program Control C Support Senice Manufacturing E Quality Assurance F Procurement E6 2G Engineerirg , Total Direct , Page 11 of 27,... Back Next tab to move on..q

47 Format 4 - Staffing IPMR Format 4 reports staffing forecasts through program completion by organizational categories. ~rpose Contents Example - ---'--- -' Long Description Excerpt of Format 4 displays the contrac t's staffing needs for the actual curren t period, actual end of current, cumulative, six period forecast, budgeted specified periods, to complete and at completion by organizational category in equivalent months.... I P ge 11 of 27 I... tab to move on..!2

48 Format 5 - Ex:planations and Problem Analysis IPMR Format 5 is a narrative analysis of the data contained in Formats 1-4 and Format 6. Purpose Contents Example The purpose of Format 5 is to: - ---'--- -' Explain data from the other formats to understand the reasons for variances and corrective actions Provide the PM with a complete analysis to make IPMR informed decisions based on variance analysis, schedule analysis, contractual change information, management reserve & undistributed budget analysis, and other topic (s) relevant to contract cost, schedule, or technical performance Format 5... I P ge12of27 I... tab to m ove on..!2

49 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 5 - Explanations and Problem Analysis IPMR Format 5 is a narrative analysis of the data contained in Formats 1-4 and Format 6. Purpose Contents Example Format 5 explains key cost and schedule variances. To address only key variances in Format 5, the Government typically defines criteria for selecting candidates for variance explanations in the CORL, and limits variance reporting to 15 key cost and schedule variances. The criteria defined in the CORL are typically percent or dollar thresholds. If more than 15 variances exceed criteria, the Government and contractor should develop a process for limiting variance analysis to 15 WBS elements. Guidance can be found in the IPMR Implementation Guide on Office of the Secretary of Defense's (OSD ) Office of Performance Assessments and Root Cause Analyses (PARCA) EVM website or in the Defense Acquisition University (DAU ) EVM Community of Practice ( see resources tab). All required cost and schedule variance analysis should contain (identify and describe each): T ype and magnitude of variance Explanation of the root cause of the variance Cost and schedule impact on dependent WBS elements Effect on the total contract Corrective actions taken or planned, and status on corrective action closure In addition, Format 5 contains any necessary narrative explanations of data found in other formats.... I Page 12 of 27 I... Back Next

50 Format 5 - Ex:planations and Problem Analysis IPMR Format 5 is a narrative analysis of the data contained in Formats 1-4 and Format 6. ~rpose Contents Example I Format 5 explains key cost and schedule variances. Government typically defines criteria for selecting c limits variance reporting to 15 key cost and schedul typically percen t or dollar thresholds. If more than 15 variances exceed criteria, the Gove limiting variance analysis to 15 WBS elements. Guid. Office of the Secretary of Defense's (OSD) Office o (PARCA) EVM website or in the Defense Acquisition resources tab). All required cost and schedule varia Type and magnitude of variance Explanation of the root cause of the variance Cost and schedule impact on dependent WBS Effect on the total contrac t Corrective actions taken or planned, and stat Data found in other forma ts can include: Contrac t summary Formal reprograming (over target baseline/ over target schedule, or OTB/OT S) Estimate at complet ion Undistributed budget h) : Management reserve Integrated Master Schedule Format 3 changes Format 4 changes.. Corrective actions and IMS changes In addition, Format 5 contains any necessary narrative explanations of data found in other formats.... I P ge12 of27 I... n

51 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 5 - Explanations and Problem Analysis IPMR Format 5 is a narrative analysis of the data contained in Formats 1-4 and Format 6. Purpose Contents Example Below is an excerpt of one of the key cost variances from the October Format 5: W BS Element Engine Integrated Program Management Report. Format 1 8. Performance Data *Note: IPMR Format 1 values are in t housands of dollars ($). Explanation o f negative variances reported in the engine... I Page12of27 I... Back Next tab to move on.!!

52 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 5 - Explanations and Problem Analysis IPMR Format 5 is a narrative analysis of the data contained in Formats 1-4 and Format 6. Purpose Contents Example Ex planation of negativ e v ariances reported in the engine --EXAMPLE- Integrated Program Management Report Format 5: Ex planation and Problem Analy sis WBS Element Engine Cumulativ e Cost Variance : Cause : Problems meeting technical requirements during tests caused schedule slips and required the use of additional senior engineers, causing cost variances. Impact: The design task slipped due to performance issues uncovered in test, causing the Engine's Final Drawings task to drop down to zero float, putting it on the critical path. Additional senior engineers were brought on to support the engine design, causing cost variances. Additional variances can be expected in the future as we work to resolve the design issues. Mitigation : Experienced vehicle design engineers and additional systems engineering resources will remain on board to assist in design changes and additional test in the near term. To recover schedule, we are in the process of hiring two more junior engineers to support one senior engineer. This is expected to lower costs, and this is reflected in the variance at completion which shows improvement is expected over the cumulative cost variance.... I Page12of 27 I... Back Next

53 Format 5 - Ex:planations and Problem Analysis IPMR Format 5 is a narrative analysis of the data contained in Formats 1-4 and Format 6. ~rpose Cont e nts Example - ---'--- -' Long Description Excerpt o f Format 1 shows per formance data for T ask Engine including BCWS, BCWP, ACWP, schedule and cost variance for the curren t period and cumulative to dat e. The cumulativ e to date schedule variance is $107.4K and cost variance is - $230.7K, with a t otal variance at completion of - $173.4K.... I P ge12of27 I... You must s elect each tab to m ove on..!2

54 Format 6 - Integrated Master Schedule IPMR Format 6 reports and contains the contractor's IMS for completing the contract. Purpose Contents Example I The IMS is an integrated, networked schedule containing all the detailed work packages and planning packages necessary to support the event-based plan (such as an Integrated Master Plan, or IMP) required to complete a contract. This network of integrated tasks, when tied to the start date of a contract, creates the t ask and IPMR calendar based schedule at the level of detail necessary for day to day execution of the contract. Format 6 The IMS contains a baseline schedule that forms the basis on which the PMS is built. The IMS is a living document that is continually updated to reflect the progress of the project. The IMS is generally provided via softcopy as a download from the contractor's IMS system (Microsoft Project, Primavera, etc.)... I P ge13of27 I... tab to move on..!2

55 Format 6 - Integrated Master Schedule IPMR Format 6 reports and contains the contractor's IMS for completing the contract. ~rpose Contents Example I The data contained in Format 6 is used to: Iden tify discrete tasks, consistent with all authorized work, and specify the relationships between tasks Describe the schedule for completion of the authorized scope of work Identify activities on the critical path, low float/slack activities close t o being on the critical path, or activities on any driv ing paths Contain both the baseline schedule and forecasted schedules Predict the contract completion date and all interim milestones... I P ge13of27 I... tab to move on..!2

56 EVMlOl Fundamentals of Earned Value Management Format 6 Integrated Master Sch edule JPMR Fonnat 6 reports and contains the contractor's IMS for completing the contract. CPurpose TContents Example Below is an excerpt from the October Format 6 for the LAR program. Note that the tasks below are all slipping. The tasks on the critical path are denoted in red. WBS Name Temin, Tums & Crash Tests I. I 2016 I - NOi' I DEC I JA8,.. MAR I APR I IMY I Jiii,. 1.3.Z.l.1 Terrain & Inclines l/!5 ~ Z.l.Z Tums ' ; /15;. ~/ Z.l.3 Crash. 5/ , AUG T SEP I '.1 I 1.3.Z.l.4 Range, Power & Fuel Con$ump~. 7/2~-: l?/19 - DT/ 1.3.Z.Z 8 Environmental Tes.ts -. 1/ 10 3/7 7/ Z.Z. l Heat. 312o... 5/2" 1.3.Z.Z.Z Ccld -. 6/5 i 9/ Z.3 I <1f ~ ~ I Page13 of27 I ~ tab to move on.

57 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 6 - Integrated Master Schedule IPMR Format 6 reports and contains the contrac tor's IMS for completing the contrac t. Purpose Contents Example Long Descript ion Excerpt of Format 6 displays the schedule for WBS elements, including a Gantt chart showing baseline and ac tual schedule over a period of 12 months. WBS T errain, Turns, & Crash T ests has a baseline schedule from November 2015 through June It has slipped to February 2016 through September WBS T errain & Inclines is on the critical path with a baseline schedule from November 2015 through January It has slipped to January 2016 through February WBS Turns is on the critical path with a baseline schedule from January 2016 through March It has slipped to March 2016 through May WBS Crash is on the critical path with a baseline schedule from March 2016 through May It has slipped to May 2016 through July WBS Range, Power, & Fuel Consumption is on the critical path with a baseline schedule from May 2016 through July. It has slipped July 2016 through September WBS Environmental T ests has a baseline schedule from November 2015 through June It has slipped to January 2016 through September WBS Heat has a baseline schedule from November 2015 through January It has slipped to January 2016 through March WBS Cold has a baseline schedule from January 2016 through March It has slipped to March 2016 through May WBS Vibration has a baseline schedule from March 2016 through June It has slipped to June 2016 through September. The OT/ OT Complete milestone has a completion date in Oc tober I Page13of 27 I... Back Next tab to move on.!!

58 Format 7 - Electronic History and Forecast File IPMR Format 7 reports the time-phased historical and forecast cost data (unlike the other IPMR Formats, Format 7 is only required annually.) Purpose Contents I Example The purpose of Format 7 is to: Provide supplemental historical and time-phased in formation in the DoD-approved electronic Extensible Markup Language {XML) format, by WBS unless otherwise specified in the CORL Format 7 is required at the same level as Format IPMR 1 reporting. Optionally, the Government may define reporting at a lower lev el, e.g. the Format 7 Control Account level... I Pge14of 27 I... tab to move on..!2

59 Format 7 - Electronic History and Forecast File IPMR Format 7 reports the time-phased historical and forecast cost data (unlike the other IPMR Formats, Format 7 is only required annually.) Contents Example This format provides data, by WBS element and at the same level as Format 1, for analysis of past performance and projections of future program costs. Time-phased BCWS, BCWP, ACWP, and ETC are repor ted from contract award to contract completion, as applicable. ACWP and BCWP are hist orical data, therefore they are reported only t hrough Time Now ETC is a projection for future periods, therefore it is only reported after Time Now... I P ge14 of27 I... tab to move on..!2

60 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Format 7 - Electr onic History and Forecast File IPMR Format 7 reports the time- phased historical and forecast cost data (unlike the other IPMR Formats, Format 7 is only required annually.) Purpose Contents Example Below is an excerpt of a Format 7 showing just the Engine WBS element. Historical Data Time Now Data Projected Through Completion I 9/ 30/2013 I I I I I ' I I I ' ; I l Engine BCWS_c BCWP_c ' ACWP_c l ETC *Note: IPMR Format 7 values are in t housands of dollars ($).... I Page14of 27 I... Back Next tab to move on.!!

61 Format 7 - Electronic History and Forecast File IPMR Format 7 reports the time-phased historical and forecast cost data (unlike the other IPMR Formats, Format 7 is only required annually.) Contents I Example Long Description Excerpt of Format 7 for the Engine WBS element displays historical data up to the time now line data projected through completion beyond the time now line. Data shown includes BCWS_c, BCWP_c, ACWP_c, and ETC. There is no ETC for work before the Time Now line, but there is ETC for each period after the current date. There is no BCWP_c or ACWP_c for work after the current date.... I P ge 14of27 I... tab to m o ve on..!2

62 Knowledge Review Which Integrated Program Management Report {IPMR} format contains both the baseline schedule and forecasted schedule? Format 1: Work Breakdown Structure {WBS} LJ Format 3: Baseline ~ Format 6: Integrated Master Schedule {WBS} Format 7: Electronic History and Forecast File Check Answer Form at 6: IMS contains both the baseline schedule and forecasted schedule.... I P ge15 of27 I...

63 Knowledge Review Integrated Program Management Report (IPMR) Format 4 provides which of the following pieces of information? Select all that apply. Staffing requirements by work breakdown structure (WBS) element ~ Actual staffing by organizational breakdown structure (OBS) element ~ Projected staffing by OBS element Staffing information in dollars Check Answer IPMR Format 4: Staffing details actual staffing and projected staffing by OBS element.... I P ge16of27 I...

64 Knowledge Review What information does Integrated Program Management Report (IPMR) Format 3, the Baseline, provide? Select all that apply. Organizational cost information at the contract level ~ Information comparing the baseline data from the beginning of the period to the end of the period to identify any changes ~ The contractual, planned, and expected completion dates for the scope of work Supplemental historical and time-phased information in the DoDapproved electronic Extensible Markup Language (XML) format Format 3: Baseline includes i nfor m ation com paring t he baseline dat a from t he beginning of t he period t o t he e nd of t he period t o identify any c ha nges, and contractual, planned, a nd expect ed complet ion dates for the scope of w ork.... I P ge 17of27 I... Back ---- Next

65 In this topic, you will: Given the Integrated Program Management Report (IPMR) Data Item Description (DID), recognize contractor submission requirements... I P ge 18of27 I...

66 Submission Timeline The data reported in the IPMR come from the contractor's Earned Value Management System {EVMS} and reflect the contractor's actual activity in the previous accounting month. The submission timeline requirement is 12 days, though that may be negotiated. Previous Current Contractor Contractor o_ n_in e _ oo _.I -I 1--Acc_ u_ t_..g_p n _ t-l-a_c_co_u_n_t_. in_g,_p_e_ri_od_-1 Monthly Submission: At least monthly for Formats 1 6. All formats must reflect the same report ing period Annual Submission: At least annually for Format 7, but the CORL may specify more frequent deliverables... I P ge1qof27 I...

67 Submission Timeline The data reported in the IPMR come from the contractor's Eamed Value Management System {EVMS} and reflect the contractor's actual activity in the previous accounting month. The submission timeline requirement is 12 days, though that may be negotiated. -I Ac Previous Current Contractor Contractor Long Description The previous contractor accounting period ends. The IPMR is submitted no later than 12 working days from the end of the contractor's previous accounting period. The IPMR reports against the previous accounting period. Contractors may negotiate an extension to allow submission as late as 17 working days after the reporting period, provided the Government agrees the extension may yield more accurate data. Monthly Subm ission: At least monthly for Formats 1 6. All formats must reflect the same reporting period Annual Submission: At least annually for Format 7, but the CORL may specify more frequent deliverables... I P ge 1Qof 27 I...

68 Submission Requirements All IPMR formats except Format 5 must be submitted electronically in accordance with the DOD-approved Extensible Markuo Language CXMU. Copies of the schemas are found in the EVM Central Reoosjtorv CEVM-CR). Format 5 can be submitted in the contractor's format. XML Schema Contractor l!l!l!l!l!l!l!l!l!.;;===~-111!1!1!- EVMCENTRAL REPOSITO RY (EVM CR)... I P ge 20of 27 I...

69 Submission Requirements All IPMR formats except Format 5 must be submitted electronically in accordance with the DOD-approved Extensible Markuo Language CXMU. Copies of the schemas are found in the EVM Central Reoosjtorv CEVM-CR). Format 5 can be submitted in the contractor's format. Long Description The contractor uses XML schema to submit the IPMR to the EVM Central Repository {EVM-CR). Contractor l!l!l!l!l!l!l!l!i!.;;===~--- EVM CENTRAL REPOSITORY (EVM CR)... I P ge20 of27 I...

70 Submission Requirements All IPMR formats except Format 5 must be submitted electronically in accordance with the DOD-approved Extensible Markuo Language CXMU. Copies of the schemas are found in the EVM Centr I r's format. Extens ible Markup Lang uage (XML) XML schemas provide ability for data exchange using a standardized data content framework. Submissions must conform to the base XML schemas from the United Nations Centre for Trade Facili tation and Electronic Business (UN/ CEFACT) Data Library Edition D09B and the related DoD-specific Data Exchange Instructions (DEis). Contractor l!l!l!l!l!l!l!l!l!.;;===~-111!1!1!- EVMCENTRAL REPOSITO RY (EVM CR)... I P ge20of27 I...

71 Requirements for Submitting ACAT I EVM Data The IPMR for all Acquisition category {ACAT) I programs must be submitted directly to the EVM-CR by the reporting contractors. The EVM-CR, which is managed by the 05D PARCA Deputy Director for EVM, is the sole addressee on the CDRLs for these reports. 05D PARCA owns and manages the EVM-CR with the databases being housed by the Defense Cost and Resource Center {DCARC) servers. Non-ACAT I programs submit their data directly to the PMO in a similar format. IPMR Contractor EVM CENTRAL REPOS ITORY (EVM CR)... I P ge 21 of 27 I...

72 ---- EVMlOl Fundam entals of Earned Value Managem ent Requirements for Submitting ACAT I EVM Data The IPMR for all Acquisition category {ACAT) I programs must be submitted directly to the EVM-CR by the reporting contractors. The EVM-CR, which is managed by the 05D PARCA Deputy Director for EVM, is the sole addressee on the CDRLs for these reports. 05D PARCA owns and manages the EVM-CR with the databases being housed by the Defense Cost and Resource Center {DCARC) servers. Non-ACAT I programs sul Long Description.--~~~~~~~~~~~~~~~~~~ The contractor submits the IPMR directly to the EVM Central Repository {EVM-CR). IPMR Contractor EVMCENTRAL REPOSITORY (EVM CR)... I P ge 21 of 27 I...

73 Knowledge Review You are a Government program manager and you have just issued an authority to proceed or awarded a contract for a project with an EVM requirement. When is the Integrated Program Management Report {IPMR) due? Before the end of each full accounting period ~ Within 12 working days from the end of the previous accounting period Within 17 days from the beginning of the current accounting period The 15th of each month Check Answer Contractors must submit monthly lpmrs withi n 12 w orki ng days from the end of t he previous account ing period. Contractors may negotiate an extension to the IPMR submittal date to as late as 17 working days from the end of the previous accounting period, provided the Government agrees that the extension will yield more accurate data.... I P ge22of27 I...

74 Knowledge Review The contractor may submit the monthly Integrated Program Management Report (IPMR) either electronically or in hard copy. True ~ False Check Answer This is a fal se statement. All IPMR formats must be submitted electronically in accordance with the DOD-approved Extensible Markup Language (XML).... I P ge23 of 27 I...

75 Knowledge Review Contractors working on Acquisition category (ACAT) I programs must meet which of the following requirements for Integrated Program Management Report (IPMR) submission? Select all that apply. ~ Submit the IPMR directly to the Earned Value Management Cen tral Repository (EVM-CR). LJ Submit backup IPMR repor ts to your alternate EVM-CR. ~ Submi t all formats electronically, in accordance with Ex tensible Markup Language (XML) schemas (except Format 5). Mail hard copies of Formats 1-5 within 12 days of electronic submission. Check Answer Contractors working on ACAT I programs must s ubm it t he IPMR directly to a single EV M- CR. This s ubmissio n for all Form ats must be elect ronic a nd use Do D-approved X ML sche mas, exce pt Format 5. Format 5 can be submitted in the contractor's format.... I P ge24of27 I...

76 Lesson Summary Congratulations! You have completed the lesson Documenting Performance Measurem en t Information. You should now know the following key points: JPMR Format 1 - Work Breakdown Structure {WBS) JPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR JPMR Format 3 - Baseline JPMR Format 4 - Staffing JPMR Format 5 - Explanations and Problem Analysis JPMR Format 6 - Integrated Master Schedule JPMR Format 7 - Electronic History and Forecast File... I P ge2sof27 I... Select each format for a re vie w.

77 Lesson Summary Congratulations! You have completed the lesson Documenting Performance Measurem en t Information. You should now know the following key points: JPMR Format 1 - Work Breakdown Structure {WBS) JPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR JPMR Format 3 - Baseline JPMR Format 4 - Staffing JPMR Format 5 - Explanations and Problem Analysis JPMR Format 6 - Integrated Master Schedule JPMR Format 7 - Electronic History and Forecast File IPMR Format 1 Reports cost and schedule performance data by product-oriented WBS... I P ge2sof27 I... Select each format for a re vie w.

78 Lesson Summary Congratulations! You have completed the lesson Documenting Performance Measurem en t Information. You should now know the following key points: JPMR Format 1 - Work Breakdown Structure {WBS) JPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR JPMR Format 3 - Baseline JPMR Format 4 - Staffing JPMR Format 5 - Explanations and Problem Analysis JPMR Format 6 - Integrated Master Schedule JPMR Format 7 - Electronic History and Forecast File IPMR Format 2 Reports cost and schedule performance data by the contractor's organizational structure, also known as the OBS (e.g., Functional team or JPT )... I P ge2sof27 I... Select each format for a re vie w.

79 Lesson Summary Congratulations! You have completed the lesson Documenting Performance Measurem en t Information. You should now know the following key points: JPMR Format 1 - Work Breakdown Structure {WBS) JPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR JPMR Format 3 - Baseline JPMR Format 4 - Staffing JPMR Format 5 - Explanations and Problem Analysis JPMR Format 6 - Integrated Master Schedule JPMR Format 7 - Electronic History and Forecast File IPMR Format 3 Reports changes to the PMB... I P ge2sof27 I... Select each format for a re vie w.

80 Lesson Summary Congratulations! You have completed the lesson Documenting Performance Measurem en t Information. You should now know the following key points: JPMR Format 1 - Work Breakdown Structure {WBS) JPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR JPMR Format 3 - Baseline JPMR Format 4 - Staffing JPMR Format 5 - Explanations and Problem Analysis JPMR Format 6 - Integrated Master Schedule JPMR Format 7 - Electronic History and Forecast File IPMR Format 4 Reports staffing forecasts... I P ge2sof27 I... Select each format for a re vie w.

81 Lesson Summary Congratulations! You have completed the lesson Docum enting Performance Measuremen t Information. You should now know the following key points: JPMR Format 1 - Work Breakdown Structure {WBS) JPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR JPMR Format 3 - Baseline JPMR Format 4 - Staffing JPMR Format 5 - Explanations and Problem Analysis JPMR Format 6 - Integrated Master Schedule JPMR Format 7 - Electronic History and Forecast File IPMR Format S Contains a narrative report used to provide the required analysis of data contained in Formats 1-4 and 6 Note : there is no standard format defined, but specific requirements are defined in the DID.... I P ge2sof27 I... Select each format for a re vie w.

82 Lesson Summary Congratulations! You have completed the lesson Documenting Performance Measurem en t Information. You should now know the following key points: JPMR Format 1 - Work Breakdown Structure {WBS) JPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR JPMR Format 3 - Baseline JPMR Format 4 - Staffing JPMR Format 5 - Explanations and Problem Analysis JPMR Format 6 - Integrated Master Schedule JPMR Format 7 - Electronic History and Forecast File IPMR Format 6 Contains the contractor's current networked schedule capable of generating a critical path, as well as the contractor's baseline schedule... I P ge2sof27 I... Select each format for a re vie w.

83 Lesson Summary Congratulations! You have completed the lesson Documenting Performance Measurem en t Information. You should now know the following key points: JPMR Format 1 - Work Breakdown Structure {WBS) JPMR Format 2 - Organizational Breakdown Structure {OBS) IPMR JPMR Format 3 - Baseline JPMR Format 4 - Staffing JPMR Format 5 - Explanations and Problem Analysis JPMR Format 6 - Integrated Master Schedule JPMR Format 7 - Electronic History and Forecast File IPMR Format 7 Defines the time-phased historical and forecast cost submission data... I P ge2sof27 I... Select each format for a re vie w.

84 EVMlOl Fundamentals o f Earned Value Management Lesson Summary, Cont. The!PMR must be submitted within 12 working days from the end of the contractor's previous accounting _J I Aa:oundng Period Acmunting~ period. The IPMR allows for up to 17 I t working days based on the need of the program but must be agreed to by the Govemment PMO and written in the contractual CORL. The contractor should submit an!pmr at least once a month, with the exception of Format 7, which is required only annually. Previous c~...,, Co<l<tactor Contractor IPMR Contractors working on ACAT l programs must submit the IPMR directly to the EVM-CR. All IPMR formats, except Format 5, should be submitted electronically using DoD- approved XML EW CElfTllAI. schemas. Format s can be submitted in the REPOlllTOltY \'E\111.C~ contractor's format. ~ I Page26of 27 I ~ Select the tlmeline 9rapl1ic t o enlarge.

85 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Lesson Summary, Cont. The IPMRmust working day contractor's pr period. The!PM -I working days b the program bu by the Govern in the contract The contractor IPMR at least or exception of Fo required only a Previous contractor Accounting Period Current Contractor Accounting Period I t Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR. EW CENTRAL REPOSITORY' (EV.CR) All IPMR formats, except Format 5, should be submitted electronically using DoD- approved XML schemas. Format 5 can be submitted in the contractor's format.... I Page26of27 I... Back Next Select the timeline graphic to enlarge..q

86 EVMlOl Fundamentals of Earned Value Management Lesson Documenting Performance Measurement Information RESOURCES I PRINT I HELP Lesson Summary, Cont. The IPMR must be submitted within 12 working days from the end of the c':,~t~:~~ r ~~;r~;~ r contractor's previous accounting _J I Accounting Period I Accounting Period period. The IPMR allows for up to 17 I 1 working days based on the need of 12 working the program but m1lu~ S~ t~~ b e:..= g~:;e ~ Contractors may negotiate an a~ re :;d::_:to~ '=d:a:y:sa.:.:l.::: extension to allow by the GovernmenH submission as lat e as 17 in the contractual Long Descript ion working days after the reporting period, provided that the Governmentagrees The contractor sh The IPMR is submitted no later than 12 working days from the extension may yield more IPMR at least once the end of the contractor's previous accounting period. exception of Forma The IPMR reports against the previous accounting period. required only annu Contractors may negotiate an extension to allow submission as late as 17 working days after the reporting period, provided the Government agrees the extension may yield more accurate data. The contractor submits the IPMR directly to the EVM Central Repository (EVM-CR). accurate data. Contractors working on ACAT I programs must submit the IPMR directly to the EVM-CR. EW CENTRAL REPOSITORY' (EV.CR) All IPMR formats, except Format 5, should be submitted electronically using DoD-approved XML schemas. Format 5 can be submitted in the contractor's format.... I Page26of27 I... Back Next Select the timeline graphic to enlarge..q