EVMS Document Matrix for U.S. Government Agencies: DOD EVM -- Earned Value Management | Humphreys & Associates

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EVMS Document Matrix for U.S. Gov't Agencies


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  • To filter the document list, please click on one of the agencies.

Users of the EVMS Document Matrix are welcome to recommend additional documents that they would like to see included. Please contact us to send your recommendation. If possible, please provide a link to the website where the document can be found.

Government Agency

EVMS Documents

  • EVMS Governing Documents
  • OMB Circular A-11, Preparation, Submission, and Execution of the Budget
  • FAR Subpart 34.2 - Earned Value Management System
  • FAR 52.234-2 Notice of EVMS Pre-award IBR Clause
  • FAR 52.234-3 Notice of EVMS Post-award IBR Clause
  • FAR 52.234-4 EVMS Clause
  • EIA-748-D Standard for Earned Value Management Systems
  •  
  • Data Item Descriptions
  • CPR - DI-MGMT-81466A (superseded by IPMR and IPMDAR DID)
  • IPMR - DI-MGMT-81861A (superseded by IPMDAR DID)
  • DoD IPMR Implementation Guide
  • IPMDAR - DI-MGMT-81861C
  • DoD IPMDAR Implementation Guide
  • IMS - DI-MGMT-81650 (superseded by IPMR and IPMDAR DID)
  • Contract Work Breakdown Structure - DI-MGMT-81334D
  • Cost and Software Data Reporting (CSDR)
  •  
  • Government Accountability Office (GAO) Documents
  • Agile Assessment Guide: Best Practices for Agile Adoption and Implementation
  • Cost Estimating and Assessment Guide: Best Practices for Developing and Managing
    Program Costs
  • Schedule Assessment Guide: Best Practices for Project Schedules
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  • DOD Documents
  • DFARS 234.201 EVMS Policy
  • DFARS 242.70 Contractor Business Systems
  • DFARS 252.234-7001 Notice of Earned Value
    Management System Clause
  • DFARS 252.234-7002 Earned Value Management
    System Clause
  • EVMS Thresholds Class Deviation Memo
  • DoDD 5000.01 The Defense Acquisition System
  • DODI 5000.02 Operation of the Adaptive
    Acquisition Framework
  • DoDI 5000.85 Major Capability Acquisition
  • MIL-STD-881F
  • Guide to DoD Program Management Business Processes
  • Earned Value Management Implementation Guide (EVMIG)
  • EVMS Interpretation Guide (EVMSIG)
  • Integrated Master Plan and Integrated Master Schedule Preparation and Use Guide
  • Over Target Baseline/Over Target Schedule
    (OTB/OTS) Guide
  • Agile and EVM: A Program Manager's
    Desk Guide
  • Air Force Integrated Baseline Review (IBR)
    Process Guide
  • Risk, Issue, and Opportunity Management Guide
  •  
  • DOE Documents
  • DOE Order 413.3B PM for Acquisition of Capital Assets
  • DOE Guide 413.3-7A Risk Management Guide
  • DOE Guide 413.3-10B - Integrated Project Management Using the Earned Value Management System
  • DOE Guide 413.3-20 - Change Control
    Management
  • DOE Guide 413.3-21A - Cost Estimating Guide
  • DOE Guide 413.3-24 - Planning and Scheduling
  • Office of Project Management EPASOP
  • Office of Project Management EIR SOP
  • Office of Project Management ICE-ICR SOP
  • Office of Project Management IRSA SOP
  • Office of Project Management ECRSOP
  • Compliance Assessement Governance (CAG) 2.0 - ECRSOP Appendix
  • DOE Contractor Project Performance (CPP)
    Upload Requirements for PARS
  • Integrated Program Management Report (IPMR) - DOE Version
  • Contract Funds Status Report (CFSR)
    - DOE Version
  • DOE EVMS Gold Card
  • DOE EVMS Training Snippets
  •  
  • DOT Documents
  • FAA Acquisition Management System
    Guidance, EVM Guide
  • FAA Program Level Integrated Baseline
    Review (IBR) Guide
  • FAA Program Performance Surveillance Guide
  • FAA Earned Value Management System
    Acceptance Guide
  •  
  • NASA Documents
  • 1834.2 NASA FAR Supplement Major System
    Acquisition EVMS Policy
  • 1852.234-1 NASA FAR Supplement Notice of EVMS Clause
  • 1852.234-2 NASA FAR EVMS Supplement Clause
  • Procurement Class Deviation - EVMS Threshold (PCD 15-05)
  • NPD 1000.0C, NASA Governance and Strategic
    Management Handbook
  • NPR 7120.5F, NASA Space Flight Program and
    Project Management Requirements
  • NASA Space Flight Program and Project
    Management Handbook
  • NASA EVM System Description
  • NASA WBS Handbook
  • NASA EVM Implementation Handbook
  • NASA EVM Contract Requirements Checklist
  • NASA Integrated Baseline Review (IBR) Handbook
  • NASA Schedule Management Handbook
  • NASA EVM Project-Control Account Manager Reference Guide
  • NASA IPMR Data Requirements Description (DRD)
  • NASA IPMDAR Tailoring Supplement
  • NASA Form 533M and 533Q
  •  
  • NSF Documents
  • NSF 21-107 Research Infrastructure Guide
  •  
  • DHS Documents
  • DHS Acquisition Manual
  •  
  • HHS Documents
  • HHS Major System Acquisition Subpart 334.2 - EVMS
  •  

  • OTHER DOCUMENTS
    The documents shown below may not be requirements but are helpful in designing, implementing and maintaining an Earned Value Management System.

  • Defense Contract Management Agency (DCMA)
  • EVMS Center Business Practice 0: Earned Value Management Systems
  • EVMS Center Business Practice 1: EVMS Pre-Award Support
  • EVMS Center Business Practice 2: EVM System Description Review
  • EVMS Center Business Practice 3: EVMS General Support
  • EVMS Center Business Practice 4: EVMS
    Surveillance
  • EVMS Center Business Practice 5: EVMS Request for Compliance Assessment (RCA)
  • EVMS Center Business Practice 6: EVMS
    Compliance Review (CR)
  • EVMS Compliance Metric Templates
  •  
  • National Defense Industrial Association (NDIA) Integrated Program Management Division (IPMD)
  • Earned Value Management Systems
    EIA-748-D Intent Guide
  • Earned Value Management Systems Application Guide
  • Earned Value Management Systems Acceptance Guide
  • Earned Value Management System Guideline
    Scalability Guide
  • Contracting with Earned Value Management Requirements
  • An Industry Practice Guide for Integrating Agile and EVM on Programs
  • Integrated Baseline Review (IBR) Guide
  • Planning & Scheduling Excellence Guide (PASEG)
  • Surveillance Guide

DOD

Office of the
Secretary of Defense

DTRA

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MDA

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NRO

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NSA

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Army

 

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Navy

Navy

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Marine Corps

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Air Force

 

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DOE

 

 

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DOT

FAA

 

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NASA

 

 

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NSF

 

 

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DHS

Coast Guard

 

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HHS

 

 

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DOD

DOE

DOT

NASA

NSF

DHS

HHS

Office of the
Secretary of Defense

Army

Navy

Air Force

FAA

Coast Guard

DTRA

MDA

NRO

NSA

Navy

Marine Corps

Filtering Documents

  • DHS - DEPARTMENT OF HOMELAND SECURITY
  • DOD - DEPARTMENT OF DEFENSE
  • DOE - DEPARTMENT OF ENERGY
  • DOT - DEPARTMENT OF TRANSPORTATION
  • DTRA - DEFENSE THREAT REDUCTION AGENCY
  • FAA - FEDERAL AVIATION ADMINISTRATION
  • HHS - DEPARTMENT OF HEALTH AND HUMAN SERVICES
  • MDA - MISSILE DEFENSE AGENCY
  • NASA - NATIONAL AERONAUTICS AND SPACE ADMINISTRATION
  • NRO - NATIONAL RECONNAISSANCE OFFICE
  • NSA - NATIONAL SECURITY AGENCY
  • NSF - NATIONAL SCIENCE FOUNDATION

The EVMS Document Matrix for U.S. Government Agencies page on the Humphreys & Associates website is a comprehensive resource for individuals and organizations seeking guidance on the requirements for implementing and maintaining an Earned Value Management System (EVMS).

Earned value management (EVM) is a project management approach that integrates a project's technical scope, schedule, and cost in a baseline plan against which progress is measured. Measurable performance metrics provides insight into project status and informs decision-making. A contractor implements an EVMS, an integrated set of policies, processes, procedures, practices, and tools for managing projects that meets the intent of the EIA-748 Standard for EVMS guidelines. When a contract value exceeds specified thresholds, a contractor must either have an EVMS in place or an EVMS that has been formally validated by the cognizant federal agency (CFA) such as the Defense Contract Management Agency (DCMA).

The H&A EVMS Document Matrix page provides a quick reference guide to the various U.S. government agency acquisition requirements for an EVMS. It provides a clear, structured framework for EVMS contractual requirements as well as other useful information such as industry best practices. Each matrix item is briefly described, along with its purpose and relevance to EVMS implementation and compliance. This can be especially helpful for organizations that are new to EVMS or are seeking to improve their existing processes. It can also be used to verify whether an agency's EVMS policies or requirements have changed or been added.

The EVMS Document Matrix categorizes each requirement or document by government agency, so it is easy to determine what requirements apply to a given government customer. It includes the common performance reporting Data Item Descriptions (DIDs) that are placed on contract. A number of government agencies provide useful guides and handbooks that discuss their approach to work breakdown structures, planning and scheduling, change management, integrating Agile and EVM, and how they conduct their compliance or surveillance reviews. These are also included in the matrix.

DCMA as well as the Department of Energy (DOE) have also established a set of compliance metrics, a combination of automated and manual tests to identify potential issues with a contractor's schedule and cost data. Contractors often use these metrics to verify the quality of a project's schedule and cost data in preparation for a compliance or surveillance review with a government customer.

The page includes references to industry standards and best practices that provide additional guidance for EVMS implementation, scaling an EVMS, Integrated Baseline Reviews (IBRs), system acceptance, surveillance, and planning and scheduling. The page also includes links to additional resources such as a glossary of EVMS terminology. These resources can be helpful for individuals seeking to deepen their understanding of EVMS and stay up to date on the latest best practices and trends.

In addition to its usefulness for compliance purposes, the EVMS Document Matrix can also help organizations improve their project management processes. For example, by using the matrix to identify requirements, project managers can ensure that they are tracking the right metrics and data points to support effective decision-making. The matrix can also help project managers identify areas where they may be missing important information or processes, allowing them to make adjustments and improvements.

Whether you are a corporate manager for EVM, a project manager, or a consultant working with EVMS, the EVMS Document Matrix can help ensure you have all the necessary process, procedures, practices, and tools in place to comply with government agency EVMS requirements and industry standards to achieve project success.

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