Office of Project Management ECRSOP

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Office of Project Management ECRSOP

Office of Project Management (PM) Earned Value Management Systems Compliance Review Standard Operating Procedure (ECRSOP), dated November 28, 2018

The White House Office of Management and Budget (OMB) requires federal agencies to implement an Earned Value Management System (EVMS) compliant with the Electronic Industries Alliance Standard 748 (EIA-748), current version or other as required by contract, on major capital acquisitions due to their importance to the agency mission. The Department of Energy (DOE) implements this requirement through DOE O 413.3B, Program and Project Management for the Acquisition of Capital Assets, which requires the Office of Project Management (PM) to establish, maintain and execute a documented EVMS compliance assessment process. This Office of Project Management (PM) EVMS Compliance Review Standard Operating Procedure (ECRSOP) serves as a primary reference for PM’s determination of compliance. This Standard Operating Procedure (SOP) provides guidance for PM staff and PM support contractors performing EVMS compliance reviews in accordance with established thresholds in DOE O 413.3B to ensure full compliance with Federal Acquisition Regulations (FAR) and OMB compliance requirements. Utilization of this SOP by PM staff and support contractors will ensure consistent assessment of compliance and evaluation of the implementation of a contractor’s EVMS while minimizing the need and duration for onsite reviews.This Office of Project Management (PM) Earned Value Management System (EVMS) Compliance Review Standard Operating Procedure (ECRSOP) serves as a primary reference for PM in the determination of EVMS compliance. The purpose of this PM SOP is to provide standardized and repeatable processes based on a common understanding of EVMS compliance techniques, methods and practices. All information contained here provides detailed processes for PM to implement the requirements in DOE Order (O) 413.3B, consistent with guidance provided in DOE Guide (G) 413.3-10A, Earned Value Management System. The Electronic Industries Alliance Standard 748, current version or other as required by contract (EIA-748) establishes 32 EVMS guidelines.

The primary objective of the PM EVMS compliance process is to determine (1) if descriptive processes and practices are compliant with the EIA-748, (2) if descriptive documents containing contractor policies and procedures are used in the actual execution of work, (3) how performance data and information are generated by the system, (4) how those data and information are used in the management of the project, and (5) managers’ knowledge of their EVMS roles and responsibilities. Positive results of the PM EVMS compliance process ensure the Government can rely on the data produced by the EVMS for the objective determination of project status. It is important that the PM-30 leadership be an active participant in the EVMS compliance process to ensure the timeliness of the assessment, the consistency in the application of required standard operating procedures, including the interpretation of the 32 EIA-748 EVMS Guidelines and the determination of compliance considering past precedents. Cost and schedule performance data should be derived from the same system used to manage the project and determined to satisfy EIA-748 requirements.

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