1. Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.. Dave Roberts NDIA PMSC IBR Guide Update February 3-4, 2010

2. Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.. 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. Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.. 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. Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.. 4 Expanded Team – IBR Guide 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 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 Industry Participants Government Participants

5. Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.. 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 5

6. Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.. 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 6

7. Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.. 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 7

8. Copyright @ 2009 National Defense Industrial Association - Program Management Systems Committee (NDIA PMSC). All rights reserved.. 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 8