Dave Roberts

1. NDIA PMSC IBR Guide Update February 3-4, 2010 Dave Roberts

2. Guide Update Process/Timeline • Survey conducted in Spring 2009 indicated PMSC Guides require update • PMSC decision to tackle IBR guide first • PMSC Guides Update Team established; government and additional industry participation added in November • First draft revised IBR Guide released for public comment in early October • Feedback adjudication began in early November; team reached agreement on main body of guide • Significant update to Pre-Award IBR section in December • IBR Guide review draft distributed to industry and government for 30-day review and comment 1/5/10

3. Initial Guides Update Team • Bob Loop – Lockheed (Lead) • Dale Gillam - SAIC • Matt Pflieger - Battelle • Dave Roberts - Navigant • Scott Gring - Lockheed • Mitzi Shepard - Lockheed • Ruth Taylor - Lockheed • Ed Silvia - Raytheon • Marty Doucette – EVMS Services • Todd Schulzetenberg - Raytheon • Bill Mendelsohn - ITT • Jim Brasell - Unisys

4. Expanded Team – IBR Guide Industry Participants Government Participants • Fred Meyer – Air Force • Bob Loop - Air Force • Keith Samuels – Army • Mia Lasat – Army • Jesse Stewart – DAU • Robert Pratt – DAU • Roberta Tomasini - DAU • Dennis Chapman – DCMA EVMC • Brian Kong – DOE • Matt Gonzales – JPL • Ken Poole – NASA • Beau Willis – Navy • Anita Cukr – Navy • Ted Rogers – NAVAIR • Annette Junek - NAVAIR • David Driver – Navy • Aaron Risdal – Navy • Lt Col David Arrieta – OSD • Matt Pflieger - Battelle • Marty Doucette – EVMS Services • Bill Mendelsohn - ITT • Scott Gring - Lockheed • Mitzi Shepard - Lockheed • Ruth Taylor – Lockheed • Dave Roberts – Navigant ( IBR Guide Lead) • Todd Schulzetenberg - Raytheon • Ed Silvia - Raytheon • Dale Gillam – SAIC • Jim Brasell – Unisys • Pam Brooker – Battelle • Pete Wynne – Lockheed • Gay Infanti – NGC (Guides Update Lead) • Evelyn Neely – Raytheon • Frank Malsbury – Raytheon • Richard Childress - Unisys

5. Significant Changes • Numerous changes intended to • Improve applicability and use for non-DOD agencies and for in-house IBRs • Improve consistency of the IBR process across all stakeholders • Added content to address both types of IBRs, pre- and post-award • Increased content and focus on risk/opportunity assessment and management • Objectives of PM,CAM discussions for: • Technical • Cost • Schedule • Resources • Management

6. Significant Changes • IBR Preparation • Objectives, entrance/exit criteria • Training • Data requests • IBR execution • Typical agenda • Clarified that IBR is not an EVMS review • EVMS should be in connection with management system risk only, along with other management systems • EVMS risk assessed by checking its status via coordination with the applicable CFA responsible for EVMS surveillance

7. Additional Changes Based on PMSC Feedback • Additional material/guidance added regarding pre-award IBR • Now addressed in the Guide’s Foreword and Executive Summary • Better-integrated into the document overall (no longer appears to be an “afterthought” • Added pre-award IBR acquisition guidance to explain • When pre-award IBRs should be used • Mechanisms for applying and funding pre-award IBR requirements • Inserted additional comments/questions received for further discussion/adjudication by the IBR Guide Update Team

8. Next Steps • Conduct IBR Team telecon(s) to discuss a few additional comments/questions received during 30-day comment period, as well as the new pre-award content, and agree on final revisions • Distribute final review draft for review/comment • Industry via PMSC members • Government via IBR Guide Team participants • Non-DOD agencies not represented in the team via CAIWG • OMB, OFPP since IBR Guide is a recommended reference for all federal agencies • Approve and publish revised IBR Guide; PMSC vote tentatively scheduled for April NDIA PMSC meeting